The Benevolent & Protective Order of

Public charity · Grantmaker Petaluma, CA EIN: 94-0317220

To inculcate the principles of Charity, Justice, Brotherly Love and Fidelity; to recognize a belief in GOD; to promote the welfare and enhance the happiness of it's Members; to quicken the spirit of American Patriotism; to cultivate good fellowship; to perpetuate itself as a fraternal organization, and to provide for its government, the Benevolent and Protective Order of Elks of the United States of America will serve the people and communities through benevolent programs, demonstrating that Elks Care and Elks share.

Key facts about The Benevolent & Protective Order of

In short: The Benevolent & Protective Order of gave $60K across 3 grants in 2026 (avg $20K), mostly in California. Source: 2026 IRS Form 990.

EIN
94-0317220
Latest 990 filing
Form 990, 2026
Annual giving (2026)
$60,101
Grants made (2026)
3
Average grant
$20,034
Median grant
$25,182
Total assets
$486,429
Primary geography
California (87% of itemized 2026 grant dollars)

Data from IRS Form 990, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990 · View filing

Total Assets

$486K

-4.8% YoY

Annual Giving

$60K

-31.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$20K

-31.0% YoY

How The Benevolent & Protective Order of gives

  • Giving grew 44% from 2023 to 2026. Method

From the foundation's IRS Form 990 filings. Methodology.

About The Benevolent & Protective Order of

Based on IRS filings

The Benevolent & Protective Order of is a public charity, based in Petaluma, CA. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $486K in total assets. In 2026, it awarded 3 grants totaling $60K. Net investment income was $13K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2026 grant dollars across all 3 itemized grants.

Cities

PetalumaFresnoChicago

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K2 grants2021 2 grants2022 3 grants2023 2 grants2024 3 grants2025 3 grants2026

From 2021 to 2026, annual grant giving ranged from $19K (2021) to $87K (2025). In 2026 it made 3 grants totaling $60K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2026

CA-Hi Elks Major Projects: $27KCA-Hi Elks Major Projects$27KMiscellaneous 5000: $25KMiscellaneous 5000$25KElks National Foundation Inc: $8KElks National Foundation Inc$8K

The largest 2026 recipient was CA-Hi Elks Major Projects ($27K). Together the top 3 received $60K.

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 13 grants of 13 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
CA-Hi Elks Major Projects Fresno, CAGeneral Support$27,198
Miscellaneous 5000 Petaluma, CATo Support Mission Statement$25,182
Elks National Foundation Inc Chicago, ILGeneral Support$7,721

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$200K$400K$600K$800K2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$486,429$510,755$510,429
Revenue$483,546$516,811$504,397
Expenses$512,518$514,199$518,182
Net Investment Income$12,664$12,430$8,380

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2026 (received by the IRS August 13, 2026)
  2. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

The Benevolent & Protective Order of's 2026 filing lists 9 officers; 1 of 9 officers listed in 2026 is compensated.

Officers on the 2026 filing

  • Jeff Poteet

    Trustee

    Exalted Ruler → Trustee, 2023

    On filings since 2021

    1 hr/week

    No compensation reported

  • David J. Baggenstos

    Trustee

    On filings since 2022

    1 hr/week

    No compensation reported

  • Jonathan Nathe

    Trustee

    New on the 2026 filing

    1 hr/week

    No compensation reported

  • Michael Repp

    Trustee

    New on the 2026 filing

    1 hr/week

    No compensation reported

  • Larry Sartori

    Secretary

    On filings since 2021

    40 hrs/week

    $14K (2021) → $37K (2026)

  • Priscilla Burgi

    Exalted Ruler

    Est Leading Kni → Exalted Ruler, 2026

    On filings since 2025

    1 hr/week

    No compensation reported

  • Tammy Atwood

    Est Lecturing K

    On filings since 2025

    1 hr/week

    No compensation reported

  • Mary McSweeney

    Est Lecturing K

    New on the 2026 filing

    1 hr/week

    No compensation reported

  • Ron Green

    Est Loyal Knigh

    New on the 2026 filing

    1 hr/week

    No compensation reported

Former officers (26)
  • Former: Laurie Banks (2022–2025) — Exalted Ruler
  • Former: Bill Lewis (2024–2025) — Trustee
  • Former: Dino Ricci (2025) — Est Loyal Knigh
  • Former: Jim Atwood (2025) — Trustee
  • Former: Lindsay Calegari (2025) — Trustee
  • Former: Ken Conley (2021–2024) — Est Lecturing K
  • Former: Cindy Spickler (2022–2024) — Est Loyal Knigh
  • Former: Gary Lassen (2023–2024) — Treasurer
  • Former: Mike Martin (2023–2024) — Trustee
  • Former: Tim Moore (2023–2024) — Trustee
  • Former: Tony Estes (2023–2024) — Trustee
  • Former: Wayne Wilson (2023–2024) — Exalted Ruler
  • Former: Richard Spickler (2022–2023) — Exalted Ruler
  • Former: Eamonn Burns (2021–2022) — Trustee
  • Former: Rita Schaefer (2022) — Lecturing Knigh
  • Former: Ronald Scott Green (2022) — Loyal Knight
  • Former: Alice Kilgore (2021) — Chaplain
  • Former: Andy Spalla (2021) — Inner Guard
  • Former: Cary Porter (2021) — Loyal Knight
  • Former: David Solis (2021) — Leading Knight
  • Former: Deb Sheppard (2021) — Lecturing Knigh
  • Former: Fred Bartow (2021) — Treasurer
  • Former: Kevin McClanahan (2021) — Trustee
  • Former: Pete McMullen (2021) — Trustee
  • Former: Tim McHale (2021) — Trustee
  • Former: William Lassen (2021) — Esquire

Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Larry Sartori — Secretary: $37KLarry SartoriSecretary$37K

The highest reported compensation on the 2026 filing was $37K, to Larry Sartori (Secretary).

Frequently asked questions about The Benevolent & Protective Order of

How much does The Benevolent & Protective Order of give each year?

The Benevolent & Protective Order of gave $60K across 3 grants in 2026, according to its 2026 IRS Form 990. In 2025 it gave $87K across 3 grants.

What is The Benevolent & Protective Order of's typical grant size?

The Benevolent & Protective Order of's median grant in 2026 was $25,182, and its average grant was $20,034, across 3 grants on its 2026 IRS Form 990.

Where does The Benevolent & Protective Order of give grants?

The Benevolent & Protective Order of gives mostly in California: 87% of the grant dollars itemized on its 2026 IRS Form 990 went to recipients there. The next largest state was Illinois (13%).

Does The Benevolent & Protective Order of give general operating support?

Yes: 67% of The Benevolent & Protective Order of's 2026 grants with a stated purpose (2 of 3) were for general or operating support, per its 2026 IRS Form 990.

How large is The Benevolent & Protective Order of?

The Benevolent & Protective Order of reported $486K in total assets on its 2026 IRS Form 990. Its revenue that year was $484K.

What is The Benevolent & Protective Order of's EIN?

The Benevolent & Protective Order of's EIN (Employer Identification Number) is 94-0317220. IRS Form 990 filing data is available on this page for 2021–2026.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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