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.
Key facts about Exchange Bank Foundation
- EIN
- 94-2576480
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $35,452
- Grants made (2024)
- 9
- Average grant
- $3,939
- Median grant
- $4,952
- Total assets
- $69,516
- Primary geography
- California (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Exchange Bank Foundation funds
By grant dollars, the top recipient states for Exchange Bank Foundation's 9 itemized 2024 grants were California (100%). The most frequent recipient cities were Santa Rosa, CA (2 grants) and Sebastopol, CA (2 grants). None of its 9 grants with a stated purpose were described as general or operating support.
How Exchange Bank Foundation gives
- Giving held roughly steady from 2021 to 2024 (+13%). 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.
Next steps with Exchange Bank Foundation
- How to evaluate Exchange Bank Foundation as a funder
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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
Share of all 9 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 recipients include West County Health Services Inc ($5,000), The Living Room ($5,000), The Zones ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| 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 |
| 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 |
| HEALDSBURG JAZZ FESTIVAL INC Healdsburg, CA | TO PURCHASE MUSICAL EQUIPMENT FOR THEIR MUSIC EDUCATION IN-SCHOOL/IN-CLASSROOM PROGRAM | $3,000 |
| PEDIATRIC DENTAL INITIATIVE OF THE NORTH COAST INC (PDI) Windsor, CA | TO PURCHASE SUPPLIES NEEDED FOR ORAL SURGERIES | $3,000 |
| ACORN MUSECOLOGY PROJECT Sebastopol, CA | TO PURCHASE AND INSTALL A USED PIANO FOR THEIR REHEARSAL SPACE | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.