Alpharetta Rotary Foundation
Alpharetta Rotary Foundation Inc is a public charity based in Alpharetta, Georgia, formed in 2020 as the philanthropic partner of the Alpharetta Rotary Club and the greater North Fulton community. It supports community, vocational, and international service projects and makes grants to qualifying organizations.
Alpharetta Rotary Foundation at a glance
In short: Alpharetta Rotary Foundation gave $255K across 18 grants in 2026 (avg $14K), mostly in Georgia. 28% of 2026 grantees were new. Source: 2026 IRS Form 990.
- Annual giving (2026)
- $255,036
- -22.9% vs 2025
- Grants made (2026)
- 18
- -5.3% vs 2025
- Average grant
- $14,169
- -18.6% vs 2025
- Median grant
- $10,478
- Total assets
- $114,146
- +89.7% vs 2025
- New grantees (estimate)
- 28% first-time grantees (5 of 18, 2026; small sample)
- Primary geography
- Georgia (92% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990, 2026 View filing
Data from IRS Form 990, 2026; updated November 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Alpharetta Rotary Foundation
- How to Apply
-
The website describes a quarterly application process. Applicants must align their requests with annually identified priorities and submit an application; the filing also describes an organizational information package and plans for grant use. The committee reviews applications and notifies grantees, who are invited to a Friday meeting to receive awards.
- Review Cycle
- The website lists quarterly application due dates of February 1, May 1, August 1, and November 1. It does not clarify whether applications are currently being accepted.
- Deadline
- The website lists quarterly application due dates of February 1, May 1, August 1, and November 1.
- Contact
Mailing address: PO Box 119, Alpharetta, GA 30009
Phone: (678) 524-5138
Website: https://alpharofo.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Alpharetta Rotary Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Community Foundation for Northeast Georgia ($66K). Together the top 10 received $195K.
Grant Size Distribution
55 grants across all recorded years
The most common grant size was under $50K: 51 grants of 55 (93%).
Geographic Focus
Where this funder awards grants
The foundation describes its community role as serving Alpharetta and the greater North Fulton community, and says its commitment is to focus on the needs of its growing community while responding to significant events and needs outside Georgia. In 2025, 94% of grant dollars went to recipients in Georgia, 3% to Oregon, and 3% to Illinois.
Grant Distribution by State
Share of 2026 grant dollars across all 18 itemized grants.
Cities
Is Alpharetta Rotary Foundation open to new grantees?
28%
first-time grantees, 2026
In 2026, 5 of 18 grantees (28%) were first-time recipients. With only 18 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $8K; repeat grants $16K. How we count
Medians: $8K first-time, $11K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2022–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2026, annual grant giving ranged from $44K (2022) to $408K (2023). In 2026 it made 18 grants totaling $255K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Foundation for Northeast Georgia Duluth, GA | To fund future projects and grow a corpus for charitable use | $66,313 |
| The Lionheart School Alpharetta, GA | Provides a developmentally appropriate education for children who need a specialized learning environment | $22,637 |
| Jafuta Foundation Jacksonville, OR | To uplift both humanity and wildlife through collaborative projects | $19,577 |
| Meals by Grace Cumming, GA | Provides food, hope, and transformation to children and families facing food insecurity | $18,884 |
| St Vincent Depaul Atlanta, GA | To feed, clothe, house, and heal individuals and families | $12,427 |
| Brewable Alpharetta, GA | Creates meaningful, paid employment opportunities for adults with intellectual and developmental disabilities | $11,945 |
| Home Stretch Roswell, GA | Assist Homeless Families Toward Permanent Housing | $11,140 |
| Family Promise Roswell, GA | To fund emergency reponse, tradional shelters and house stabilization programs | $11,099 |
| Champions Community Foundation Johns Creek, GA | Playing a meaningful role in the lives of physically challenged young adults | $10,604 |
| Senior Services North Fulton Alpharetta, GA | An all inclusive community where all older adults are revered, cared for, and supported to live meaningful and productive lives | $10,351 |
Ready to take the next step with Alpharetta Rotary Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2026 | $114,146 | $386,298 | $332,328 | $255,036 | 18 | — |
| 2025 | $60,176 | $429,857 | $418,275 | $330,749 | 19 | — |
| 2024 | $45,744 | $154,399 | $158,174 | $108,380 | 5 | — |
| 2023 | $49,519 | $242,771 | $451,903 | $408,209 | 8 | — |
| 2022 | $221,785 | $234,297 | $64,526 | $44,484 | 5 | $1,171 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s stated mission is to make a significant impact on important causes in the community by providing leadership and addressing community needs. Its grantmaking includes support for organizations working in areas such as education, food security, housing, employment, and community services, as reflected in its listed grants.
Among 2025 grantees, The Lionheart Life Center says it provides educational, therapeutic, and vocational services for people with autism and other neurodevelopmental challenges. BrewAble says it creates training and employment opportunities in a café setting for people with intellectual and developmental disabilities. North Fulton Community Charities says its programs help prevent homelessness and hunger and promote financial stability. Habitat for Humanity says it seeks to eliminate poverty housing and make decent shelter a matter of conscience and action.
Grantmaking
In filing year 2025, the foundation gave $330,749 across 19 grants. Grants ranged from $5,021 to $126,085, with a median grant of $11,403. Its largest listed grants included $126,085 to the Community Foundation for Northeast Georgia to fund future projects and grow a charitable-use corpus; $21,028 to The Lionheart School; $16,386 to Meals by Grace; $14,037 to St. Vincent de Paul; and $13,479 to Habitat for Humanity. Its 2026 filing, the latest on this page, reports 18 grants totaling $255,036.
The foundation’s 2024 filing says grant-seeking organizations must submit information about the organization and intended use of the grant. It also says the foundation receives information from the organization about how the grant is used. The foundation’s website says applications must align with priorities identified annually by the Alpharetta Rotary Club and the foundation, and that its grants committee reviews applications quarterly. The website states that applications are being updated and that no further applications would be accepted until August 2026; it does not specify the application status after that date.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists John Hipes as chairman, Mary Ulich as chair elect, Kile Lewis as secretary, Will Daniel as treasurer, and Brian King, Howard Smith, and Wayne Robinson as directors.
The foundation’s website lists Mary Ulich as chairperson, Kile Lewis as vice chairman, and Howard Smith as treasurer. It also lists Will Daniel, Jacqueline Jenna, Craig Johnson, Lauren Shapiro, Paul Slavik, and Phil Van Gelder as board members, and John Hipes and Brian King as board advisors.
Alpharetta Rotary Foundation is led by Mary Ulich, Chair since 2026 (on filings since 2022); none of the 9 officers listed in 2026 report compensation.
Officers on the 2026 filing
Mary Ulich
Chair
CFO → Chair Elect, 2025
Chair Elect → Chair, 2026
On filings since 2022
5 hrs/week
No compensation reported
Brian King
Director
Secretary → Chairman, 2024
Chairman → Director, 2025
On filings since 2022
5 hrs/week
No compensation reported
Will Daniel
Director
Treasurer → Director, 2026
On filings since 2025
5 hrs/week
No compensation reported
Craig Johnson
Director
New on the 2026 filing
5 hrs/week
No compensation reported
Jacqueline Jenna
Director
New on the 2026 filing
5 hrs/week
No compensation reported
Lauren Shapiro
Director
New on the 2026 filing
5 hrs/week
No compensation reported
Phil Van Gelder
Director
New on the 2026 filing
5 hrs/week
No compensation reported
Kile Lewis
Secretary
CEO → Secretary, 2025
On filings since 2022
5 hrs/week
No compensation reported
Howard Smith
Treasurer
Director → Treasurer, 2026
On filings since 2025
5 hrs/week
No compensation reported
Former officers (9)
- Former: John Hipes (2024–2025) — Chairman
- Former: Wayne Robinson (2024–2025) — Director
- Former: Jill Bernard (2022–2024) — Director
- Former: Katie Rocco (2022–2024) — Director
- Former: Mickey Rogers (2022–2024) — Director
- Former: Casey Robinson (2024) — Director
- Former: Katie Gardner (2024) — Secretary
- Former: Paul Slavik (2024) — Director
- Former: Ethan Underwood (2022–2023) — Director
Data from IRS Form 990 filings, 2022–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Alpharetta Rotary Foundation
How much does Alpharetta Rotary Foundation give each year?
Alpharetta Rotary Foundation gave $255K across 18 grants in 2026, according to its 2026 IRS Form 990. In 2025 it gave $331K across 19 grants.
What is Alpharetta Rotary Foundation's typical grant size?
Alpharetta Rotary Foundation's median grant in 2026 was $10,478, and its average grant was $14,169, across 18 grants on its 2026 IRS Form 990. Organizations receiving their first grant from Alpharetta Rotary Foundation that year got $8K on average.
Where does Alpharetta Rotary Foundation give grants?
Alpharetta Rotary Foundation gives mostly in Georgia: 92% of the grant dollars itemized on its 2026 IRS Form 990 went to recipients there. The next largest state was Oregon (8%). The most frequent recipient cities were Alpharetta, GA (5 grants), Roswell, GA (4 grants), Atlanta, GA (2 grants) and Johns Creek, GA (2 grants).
Does Alpharetta Rotary Foundation give general operating support?
Not in 2026: none of the 18 grants with a stated purpose on Alpharetta Rotary Foundation's 2026 IRS Form 990 were described as general or operating support.
Who are Alpharetta Rotary Foundation's largest grantees?
Alpharetta Rotary Foundation's largest 2026 grantees include Community Foundation for Northeast Georgia ($66,313), The Lionheart School ($22,637) and Jafuta Foundation ($19,577), according to its 2026 IRS Form 990. Together they received 43% of its itemized 2026 grant dollars.
How large is Alpharetta Rotary Foundation?
Alpharetta Rotary Foundation reported $114K in total assets on its 2026 IRS Form 990. Its revenue that year was $386K.
What does Alpharetta Rotary Foundation fund?
The foundation’s stated mission is to make a significant impact on important causes in the community by providing leadership and addressing community needs. See mission & focus areas ↑
How do I apply for a grant from Alpharetta Rotary Foundation?
The website describes a quarterly application process. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Alpharetta Rotary Foundation's EIN?
Alpharetta Rotary Foundation's EIN (Employer Identification Number) is 85-3967959. IRS Form 990 filing data is available on this page for 2022–2026.
Data last updated November 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2026 (received by the IRS August 28, 2026)
- IRS filings on file for fiscal years 2022–2025
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Cite this profile
Grantable. (2026). Alpharetta Rotary Foundation funder profile. GrantGraph. Retrieved November 2, 2026, from https://grantable.co/funders/alpharetta-rotary-foundation-morg_9857da5313cb4f328b627d47f532306c
BibTeX
@misc{grantable_853967959_2026,
author = {{Grantable}},
title = {{Alpharetta Rotary Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/alpharetta-rotary-foundation-morg_9857da5313cb4f328b627d47f532306c},
note = {Accessed 2026-11-02. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Alpharetta Rotary Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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