Exchange Bank Foundation
Exchange Bank Foundation is a private foundation, based in Santa Rosa, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $26K in total assets. In 2025, it awarded 6 grants totaling $43K. Net investment income was $44.
Exchange Bank Foundation at a glance
In short: Exchange Bank Foundation gave $43K across 6 grants in 2025 (avg $7K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $43,183
- +21.8% vs 2024
- Grants made (2025)
- 6
- -33.3% vs 2024
- Average grant
- $7,197
- +82.7% vs 2024
- Median grant
- $3,729
- Total assets
- $26,376
- -62.1% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Exchange Bank Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Sonoma County Public Library Foundation ($25K). Together the top 6 received $43K.
Grant Size Distribution
42 grants across all recorded years
The most common grant size was under $50K: 42 grants of 42 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Exchange Bank Foundation gives
- Giving grew 29% from 2022 to 2025. Method
- In 2023 it paid out 852% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $27K (2020) to $66K (2019). In 2025 it made 6 grants totaling $43K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sonoma County Public Library Foundation Samta Rosa, CA | To help provide for the collection, furniture, fixtures and equipment in the children's area at the new roseland regional library | $25,000 |
| Santa Rosa Symphony Samta Rosa, CA | To purchase equipment required for their transition to a new crm platform | $4,500 |
| Sonoma Ecology Center Sonoma, CA | To create a soundscape listening station at the sugarloaf visitor center | $3,800 |
| Petaluma Valley Hospital Foundation Petaluma, CA | To purchase two wheelchairs for use at petaluma valley hospital | $3,658 |
| Ceres Community Project Sebastopol, CA | To purchase tables and benches for the youth outdoor classroom at their center for food, youth and community facility. | $3,225 |
| Plumfield Academy Sebastopol, CA | To Assist with Campus Expansion | $3,000 |
Ready to take the next step with Exchange Bank Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $26,376 | $44 | $43,184 | $43,183 | 6 | $43,183 | $44 | — |
| 2024 | $69,516 | $92 | $35,453 | $35,452 | 9 | $35,452 | $92 | — |
| 2023 | $104,877 | $50,103 | $42,400 | $42,400 | 11 | $42,400 | $103 | $4,975 |
| 2022 | $97,174 | $34 | $33,460 | $33,460 | 9 | $33,460 | $34 | $5,609 |
| 2021 | $130,600 | $100,026 | $31,367 | $31,367 | 7 | $31,367 | $26 | $5,514 |
| 2020 | $61,941 | $50 | $26,700 | $26,700 | 6 | — | $50 | $3,706 |
| 2019 | $88,591 | $50,072 | $66,382 | $66,382 | 16 | — | $72 | $3,638 |
Leadership & Key People
Officers and directors from IRS filings
Exchange Bank Foundation is led by William R. Schrader, Chairman on every filing since 2019; none of the 9 officers listed in 2025 report compensation.
Officers on the 2025 filing
William R. Schrader
Chairman
On filings since 2019
1 hr/week
No compensation reported
Deborah A. Meekins
Officer
On filings since 2019
1 hr/week
No compensation reported
Gary T. Hartwick
Officer
On filings since 2019
1 hr/week
No compensation reported
James M. Ryan
Vice Chairman
On filings since 2019
1 hr/week
No compensation reported
Marlene K. Soiland
Corporate Secretary
Officer → Corporate Se, 2020
Corporate Se → Corporate Secretary, 2023
On filings since 2019
1 hr/week
No compensation reported
Steven G. Dutton
Officer
On filings since 2019
1 hr/week
No compensation reported
Eric D. McHenry
Officer
On filings since 2021
1 hr/week
No compensation reported
Troy J. Sanderson
Officer
On filings since 2021
1 hr/week
No compensation reported
Barry D. Friedman
Officer
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (6)
- Former: Bruce E. Decrona (2019–2024) — Officer
- Former: Gregory S. Steele (2020–2024) — Officer
- Former: Richard W. Abbey (2019–2021) — Officer
- Former: Daniel G. Libarle (2019–2020) — Officer
- Former: Carlos G. Tamayo (2019) — Officer
- Former: Dante B. Benedetti (2019) — Officer
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 Exchange Bank Foundation
How much does Exchange Bank Foundation give each year?
Exchange Bank Foundation gave $43K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $35K across 9 grants.
What is Exchange Bank Foundation's typical grant size?
Exchange Bank Foundation's median grant in 2025 was $3,729, and its average grant was $7,197, across 6 grants on its 2025 IRS Form 990-PF.
Where does Exchange Bank Foundation give grants?
Exchange Bank Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Samta Rosa, CA (2 grants) and Sebastopol, CA (2 grants).
Does Exchange Bank Foundation give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Exchange Bank Foundation's 2025 IRS Form 990-PF were described as general or operating support.
Who are Exchange Bank Foundation's largest grantees?
Exchange Bank Foundation's largest 2025 grantees include Sonoma County Public Library Foundation ($25,000), Santa Rosa Symphony ($4,500) and Sonoma Ecology Center ($3,800), according to its 2025 IRS Form 990-PF. Together they received 77% of its itemized 2025 grant dollars.
How large is Exchange Bank Foundation?
Exchange Bank Foundation reported $26K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $44.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 18, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 16, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Exchange Bank Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Sonoma County Community Foundation
Santa Rosa, CA
Sonoma County Community Foundation funds nonprofits serving Sonoma County in areas including health and human services, arts and culture, education, the environment, basic needs, and disaster resilience. Its 2024 grants ranged from $5,200 to $1,877,650, with a median of about $20,000. It accepts applications for competitive grants from eligible 501(c)(3) organizations; some programs are invitation-only.
Assets
$231.0M
Grants
304
Total Given
$19.9M
St Joseph Health Northern California LLC
Renton, WA
St. Joseph Health Northern California funds community health and benefit work, including behavioral health, social services, affordable housing, and access to care, with emphasis on people who are poor or vulnerable. Its 2024 grants went to California organizations, typically around $65,000 (the median; awards ranged from $7,000 to about $2.5 million). The profile does not state whether it accepts unsolicited requests.
Assets
$1.2B
Grants
35
Total Given
$8.9M
Weinreb Pilecki Segal Foundation
Petaluma, CA
Assets
$883K
Grants
69
Total Given
$93K
Codding Foundation
Cotati, CA
The Codding Foundation supports California organizations in areas including youth and community services, health care, education, libraries, and arts and culture, with grants ranging from $120 to $50,000 in 2024 (median $3,050). It lists quarterly deadlines and a contact, but does not state whether it accepts unsolicited requests.
Assets
$1.3M
Grants
53
Total Given
$465K
The Heck Foundation
Guerneville, CA
The Heck Foundation funds nonprofits in areas including disability-dog training, education, youth activities, food assistance, arts, veterans’ services, and family services, with nearly all 2025 grant dollars going to California. Its 107 grants totaled $350,000, ranging from $250 to $100,000, with a median award of $1,000. It accepts written applications; contact David C. Faris and include proof of nonprofit status.
Assets
$4.2M
Grants
107
Total Given
$350K
Jonas Family Foundation Trust
Thornton, CO
The trust supports a range of charitable organizations, including those serving people experiencing poverty or homelessness, people with disabilities or serious illnesses, and youth and families. Its 2025 grants were typically $20,000 (ranging from $10,000 to $30,000), primarily to organizations in California—especially Marin and Sonoma Counties—and Colorado. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$8.5M
Grants
27
Total Given
$587K
More similar funders
More Funders in California
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Exchange Bank 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.
Exchange Bank Foundation down — hundreds of funders to go?