Exchange Bank Foundation
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
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
42 grants across all recorded years
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).
| Recipient | Purpose | Amount |
|---|---|---|
| HEALDSBURG JAZZ FESTIVAL INC HEALDSBURG, CA | TO PURCHASE MUSICAL EQUIPMENT FOR THEIR MUSIC EDUCATION IN-SCHOOL/IN-CLASSROOM PROGRAM | $3,000 |
| TLC CHILD AND FAMILY SERVICES SEBASTOPOL, CA | TO ASSIST WITH REMODELING OF THEIR TEACHING KITCHEN IN SUPPORT OF THEIR FARM-TO-TABLE PROGRAM | $3,500 |
| WEST COUNTY HEALTH SERVICES INC OCCIDENTAL, CA | TO INSTALL SOLAR PANELS AT THEIR OCCIDENTAL LOCATION | $5,000 |
| THE LIVING ROOM SANTA ROSA, CA | TO ASSIST WITH CAPITAL IMPROVEMENTS AT TWO OF THEIR TRANSITIONAL HOUSES | $5,000 |
| THE ZONES SANTA ROSA, CA | TO ASSIST WITH THE ZONES YOUTH CENTER RENOVATION | $5,000 |
| ACORN MUSECOLOGY PROJECT SEBASTOPOL, CA | TO PURCHASE AND INSTALL A USED PIANO FOR THEIR REHEARSAL SPACE | $1,000 |
| PEDIATRIC DENTAL INITIATIVE OF THE NORTH COAST INC (PDI) WINDSOR, CA | TO PURCHASE SUPPLIES NEEDED FOR ORAL SURGERIES | $3,000 |
| NORTH BAY CHILDREN'S CENTER (NBCC) NOVATO, CA | BRIGHT FUTURES CAPITAL CAMPAIGN TO COMPLETE THE EXPANSION AND MODERNIZATION OF THEIR MAIN CHILDCARE CAMPUS | $5,000 |
| VALLEY OF THE MOON OBSERVATORY ASSOCIATION KENWOOD, CA | TO 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
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM R SCHRADER | CHAIRMAN | 1 | — |
| JAMES M RYAN | VICE CHAIRMAN | 1 | — |
| MARLENE K SOILAND | CORPORATE SECRETARY | 1 | — |
| BRUCE E DECRONA | OFFICER | 1 | — |
| STEVEN G DUTTON | OFFICER | 1 | — |
| GARY T HARTWICK | OFFICER | 1 | — |
| ERIC D MCHENRY | OFFICER | 1 | — |
| DEBORAH A MEEKINS | OFFICER | 1 | — |
| GREGORY S STEELE | OFFICER | 1 | — |
| TROY J SANDERSON | OFFICER | 1 | — |
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
Similar Funders
Funders that support many of the same organizations
Sonoma County Community Foundation
SANTA ROSA, CA
Assets
$231.0M
Grants
304
Total Given
$19.9M
McNabb Foundation
WILMINGTON, DE
Assets
$4.8M
Grants
328
Total Given
$358K
The Heck Foundation
GUERNEVILLE, CA
Assets
$4.2M
Grants
107
Total Given
$350K
Weinreb Pilecki Segal Foundation
PETALUMA, CA
Assets
$961K
Grants
94
Total Given
$129K
St Joseph Health Northern California
RENTON, WA
Assets
$1.2B
Grants
35
Total Given
$8.9M
Codding Foundation
COTATI, CA
Assets
$1.3M
Grants
53
Total Given
$465K
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Peter E Haas Jr Family Fund
NOVATO, CA
Assets
$609.3M
Grants
55
Total Given
$16.0M
Marin Community Foundation
NOVATO, CA
Assets
$1.1B
Grants
1,383
Total Given
$176.2M
Heffernan Group Foundation
WALNUT CREEK, CA
Assets
$9.0M
Grants
246
Total Given
$1.4M
Kaiser Foundation Hospitals
OAKLAND, CA
Assets
$87.4B
Grants
1,122
Total Given
$225.4M
Trione Foundation
SANTA ROSA, CA
Assets
$4K
Grants
54
Total Given
$2.0M
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