Endowment Fund of Rotary Club of Fort Worth logo

Endowment Fund of Rotary Club of Fort Worth

Public charity · Grantmaker Fort Worth, TX EIN: 75-1833897 Website

The endowment fund of the rotary club of fort worth is a not-for-profit corporation formed by the rotary club to provide support for educational scholarships, and other benevolent charitable, educational, civic and research organizations in Tarrant county

Key facts about Endowment Fund of Rotary Club of Fort Worth

In short: Endowment Fund of Rotary Club of Fort Worth reported $51K in grants paid in 2025 (a total; its filing lists no individual grants). Source: 2025 IRS Form 990.

EIN
75-1833897
Latest 990 filing
Form 990, 2025
Grants paid (2025)
$50,927 — reported as a total on the IRS filing, without an itemized list
Total assets
$1,464,707

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$1.5M

+11.6% YoY

Grants Paid (reported total)

$51K

+40.5% YoY

Revenue

$44K

+21.0% YoY

Net Investment Income

$31K

+25.6% YoY

How Endowment Fund of Rotary Club of Fort Worth gives

  • Giving fell 37% from 2020 to 2023. Method

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

About Endowment Fund of Rotary Club of Fort Worth

Based on IRS filings

Endowment Fund of Rotary Club of Fort Worth is a public charity focused on Community Improvement & Capacity Building, based in Fort Worth, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it reported $51K in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $31K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Fort Worth

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K2 grants2019 1 grant2020 Total only2021 3 grants2022 1 grant2023 Total only2024 Total only2025

From 2019 to 2025, annual grant giving ranged from $6K (2023) to $51K (2025). In 2025 it reported $51K in grants paid, as a total without an itemized list.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 4 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$100K$200K$300K$400K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,464,707$1,312,906$1,155,958
Revenue$44,383$36,688$36,336
Expenses$56,382$41,077$47,028
Net Investment Income$31,173$24,823$21,941

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2019 (received by the IRS July 13, 2020)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS May 11, 2022)
  3. Updated Form 990 for fiscal year 2024 (received by the IRS May 6, 2025)
  4. Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)
  5. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Endowment Fund of Rotary Club of Fort Worth is led by Rebecca Montgomery, President since 2025 (on filings since 2021); none of the 12 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Rebecca Montgomery

    President

    Vice President → President El, 2024

    President El → President, 2025

    On filings since 2021

    No compensation reported

  • Chris Jordan

    Director

    On filings since 2020

    No compensation reported

  • John Barnett

    Director

    On filings since 2024

    No compensation reported

  • Karen Anfin

    Director

    Sergeant of → Director, 2025

    On filings since 2024

    No compensation reported

  • Pam Cannell

    Director

    On filings since 2024

    No compensation reported

  • Harriet Harral

    Director

    New on the 2025 filing

    No compensation reported

  • Robert Sturns

    Director

    New on the 2025 filing

    No compensation reported

  • Kirk Driver

    Immediate Pa

    President El → President, 2024

    President → Immediate Pa, 2025

    On filings since 2023

    No compensation reported

  • Mattie Compton

    Sergeant of

    Secretary → Sergeant of, 2025

    On filings since 2024

    No compensation reported

  • Tom Law Jr.

    Vice President

    Treasurer → Vice President, 2025

    On filings since 2024

    No compensation reported

  • Ann Sheets

    Treasurer

    New on the 2025 filing

    No compensation reported

  • Christina Judge

    Secretary

    New on the 2025 filing

    No compensation reported

Former officers (28)
  • Former: Shawn Snell (2020–2024) — Immediate Pa
  • Former: Cathy R. Sheffield (2023–2024) — Vice President
  • Former: Derek Moffat (2023–2024) — Director
  • Former: Shanna Saldana (2023–2024) — Director
  • Former: Ty Stimpson (2023–2024) — Director
  • Former: Courtney Lewis (2019–2023) — Immediate Pa
  • Former: Bill Fairley (2021–2023) — Director
  • Former: Jason Byrne (2021–2023) — Director
  • Former: Joe Michels (2023) — Director
  • Former: Steve Kessler (2023) — Director
  • Former: Blake Moorman (2020–2022) — Vice President
  • Former: Carlo Capua (2020–2022) — Immediate Pa
  • Former: Chris Brim (2020–2022) — Director
  • Former: Jason Ellis (2020–2022) — Director
  • Former: Rebecca Fetty (2020–2022) — Director
  • Former: Joseph Michels (2021–2022) — Treasurer
  • Former: Rosa Navejar (2021–2022) — Director
  • Former: Deah Mitchell (2019–2020) — Executive Di
  • Former: Rachel Marker (2019–2020) — Immediate Pa
  • Former: Christie Eckler (2020) — Director
  • Former: Wesley Gentle (2020) — Sergeant-At-
  • Former: Cathy Neece Brown (2019) — Director
  • Former: Gleniece Robinson (2019) — Director
  • Former: Jeff Whitfield (2019) — Director
  • Former: Larry Anfin (2019) — President
  • Former: Leslie Oliver (2019) — Secretary
  • Former: Mae Ferguson (2019) — Sergeant-At-
  • Former: Martin Noto Jr. (2019) — Vice President

Data from IRS Form 990 filings, 2019–2025. "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 Endowment Fund of Rotary Club of Fort Worth

How much does Endowment Fund of Rotary Club of Fort Worth give each year?

Endowment Fund of Rotary Club of Fort Worth reported $51K in grants paid in 2025 on its 2025 IRS Form 990, as a total without an itemized list of grants. In 2024 it reported $36K in grants paid.

How large is Endowment Fund of Rotary Club of Fort Worth?

Endowment Fund of Rotary Club of Fort Worth reported $1.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $44K.

What is Endowment Fund of Rotary Club of Fort Worth?

Endowment Fund of Rotary Club of Fort Worth is a public charity focused on Community Improvement & Capacity Building, based in Fort Worth, TX. It holds $1.5M in total assets as of 2025.

Where does Endowment Fund of Rotary Club of Fort Worth operate?

Endowment Fund of Rotary Club of Fort Worth has awarded grants in Texas.

What is Endowment Fund of Rotary Club of Fort Worth's EIN?

Endowment Fund of Rotary Club of Fort Worth's EIN (Employer Identification Number) is 75-1833897. IRS Form 990 filing data is available on this page for 2019–2025.

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

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