Exchange Bank Foundation

SANTA ROSA, CA EIN: 94-2576480

Exchange Bank Foundation is a private foundation, based in SANTA ROSA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $70K in total assets. In 2024, it awarded 9 grants totaling $35K. Net investment income was $92.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$70K

-33.7% YoY

Annual Giving

$35K

-16.4% YoY

Grant Count

9

-18.2% YoY

Avg Grant Size

$4K

+2.2% YoY

About Exchange Bank Foundation

Based on IRS filings

Exchange Bank Foundation is a private foundation, based in SANTA ROSA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $70K in total assets. In 2024, it awarded 9 grants totaling $35K. Net investment income was $92.

Ready to take the next step with Exchange Bank Foundation?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

DanvilleForestvilleFultonHealdsburgKenwoodNovatoOccidentalSanta RosaSebastopolSonomaWindsor

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$28K$55K$83K$110K20202021202220232024
Metric202420232022
Total Assets$69,516$104,877$97,174
Revenue$92$50,103$34
Expenses$35,453$42,400$33,460
Qualifying Distributions$35,452$42,400$33,460
Net Investment Income$92$103$34
Distributable Amount$4,975$5,609

Giving Over Time

Total grant dollars and number of grants per year

$0$11K$21K$32K$42K6 grants20207 grants20219 grants202211 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

WEST COUNTY HEALTH SERVI…$5KTHE LIVING ROOM$5KTHE ZONES$5KNORTH BAY CHILDREN'S CEN…$5KVALLEY OF THE MOON OBSER…$5KTLC CHILD AND FAMILY SER…$4KHEALDSBURG JAZZ FESTIVAL…$3KPEDIATRIC DENTAL INITIAT…$3KACORN MUSECOLOGY PROJECT$1K

Grant Size Distribution

42 grants across all recorded years

42<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include West County Health Services Inc ($5,000), The Living Room ($5,000), The Zones ($5,000).

RecipientPurposeAmount
HEALDSBURG JAZZ FESTIVAL INC HEALDSBURG, CATO PURCHASE MUSICAL EQUIPMENT FOR THEIR MUSIC EDUCATION IN-SCHOOL/IN-CLASSROOM PROGRAM$3,000
TLC CHILD AND FAMILY SERVICES SEBASTOPOL, CATO ASSIST WITH REMODELING OF THEIR TEACHING KITCHEN IN SUPPORT OF THEIR FARM-TO-TABLE PROGRAM$3,500
WEST COUNTY HEALTH SERVICES INC OCCIDENTAL, CATO INSTALL SOLAR PANELS AT THEIR OCCIDENTAL LOCATION$5,000
THE LIVING ROOM SANTA ROSA, CATO ASSIST WITH CAPITAL IMPROVEMENTS AT TWO OF THEIR TRANSITIONAL HOUSES$5,000
THE ZONES SANTA ROSA, CATO ASSIST WITH THE ZONES YOUTH CENTER RENOVATION$5,000
ACORN MUSECOLOGY PROJECT SEBASTOPOL, CATO PURCHASE AND INSTALL A USED PIANO FOR THEIR REHEARSAL SPACE$1,000
PEDIATRIC DENTAL INITIATIVE OF THE NORTH COAST INC (PDI) WINDSOR, CATO PURCHASE SUPPLIES NEEDED FOR ORAL SURGERIES$3,000
NORTH BAY CHILDREN'S CENTER (NBCC) NOVATO, CABRIGHT FUTURES CAPITAL CAMPAIGN TO COMPLETE THE EXPANSION AND MODERNIZATION OF THEIR MAIN CHILDCARE CAMPUS$5,000
VALLEY OF THE MOON OBSERVATORY ASSOCIATION KENWOOD, CATO ASSIST WITH TWO TELESCOPE EQUIPMENT UPGRADES FOR THE ROBERT FERGUSON OBSERVATORY$4,952

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
WILLIAM R SCHRADERCHAIRMAN1
JAMES M RYANVICE CHAIRMAN1
MARLENE K SOILANDCORPORATE SECRETARY1
BRUCE E DECRONAOFFICER1
STEVEN G DUTTONOFFICER1
GARY T HARTWICKOFFICER1
ERIC D MCHENRYOFFICER1
DEBORAH A MEEKINSOFFICER1
GREGORY S STEELEOFFICER1
TROY J SANDERSONOFFICER1

Frequently Asked Questions

How large is Exchange Bank Foundation?

As of 2024, Exchange Bank Foundation holds $70K in total assets with $92 in annual revenue. It awarded 9 grants totaling $35K in 2024.

Where does Exchange Bank Foundation operate?

Exchange Bank Foundation has awarded grants in California.

What size grants does Exchange Bank Foundation award?

In 2024, Exchange Bank Foundation awarded 9 grants totaling $35K — an average of about $4K per grant, based on its IRS Form 990 filings.

What is Exchange Bank Foundation's EIN?

Exchange Bank Foundation's EIN (Employer Identification Number) is 94-2576480. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Exchange Bank Foundation's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

What could you do with Exchange Bank Foundation on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities

Go from researching Exchange Bank Foundation to a real strategy.

Plan your approach