Orange Rotary Community Trust Fund
The Orange Rotary Community Trust Fund is a private foundation based in Orange, California. Its 2025 filing reports 19 grants totaling $34,498, and the funder’s website describes community projects supported through the Orange Rotary Community Trust, including local school improvements, help for people in need, and a children’s dental clinic.
Key facts about Orange Rotary Community Trust Fund
In short: Orange Rotary Community Trust Fund gave $34K across 19 grants in 2025 (avg $2K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 33-0419426
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $34,498
- Grants made (2025)
- 19
- Average grant
- $1,816
- Median grant
- $750
- Total assets
- $817,525
- Primary geography
- California (100% of itemized 2025 grant dollars)
- How to apply
- The 2024 filing says the foundation does not restrict giving to preselected organizations. Full details ↓
- Deadline
- None, according to the 2024 filing.
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$818K
-2.3% YoY
Annual Giving
$34K
+214.1% YoY
Grant Count
19
+137.5% YoY
Avg Grant Size
$2K
+32.3% YoY
Under IRS private-foundation payout rules, Orange Rotary Community Trust Fund reported a distributable amount of $42K for 2025 — the minimum it must pay out in qualifying distributions.
How Orange Rotary Community Trust Fund gives
- 18% of 2025 grantees were also funded in 2024. Method
- Giving grew 667% from 2022 to 2025. Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The funder’s website describes “Service Above Self” as the heart of the Rotary Club of Orange and says the Orange Rotary Community Trust helps fund projects that benefit the community. Examples include a senior housing complex, school beautification and playground projects, clothing and shoe collection, and a children’s dental clinic.
The website also describes teacher mini-grants for classroom projects, scholarships and youth activities, and meal service for people experiencing homelessness. These are described as Rotary activities; the sources do not establish that each is a grant program for outside applicants.
Among its 2025 grantees, The Hub OC received $1,500. The Hub OC describes its mission as meeting the physical, relational, and emotional needs of Orange County and the world through spiritual transformation. Community Foundation of Orange also received $1,500; it describes its mission as enhancing quality of life in Orange by promoting healthy lifestyles and supporting community residents.
Grantmaking
In 2025, the funder gave 19 grants totaling $34,498. Grant amounts ranged from $300 to $15,000, with a median of $750.
Review Cycle
None, according to the 2024 filing.
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Geographic Focus
Where this funder awards grants
The 2024 filing identifies the general community of Orange as the award restriction. All reported 2025 grant dollars went to recipients in California.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $4K (2022) to $52K (2023). In 2025 it made 19 grants totaling $34K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Homeaid Oc ($15K). Together the top 10 received $30K.
Grant Size Distribution
65 grants across all recorded years
The most common grant size was under $50K: 65 grants of 65 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Homeaid Oc Tustin, CA | To Serve Organization's Exempt Purpose | $15,000 |
| Rotary District 5320 Orange, CA | To Serve Organization's Exempt Purpose | $3,850 |
| Carolyn Cavecche Orange, CA | To Serve Organization's Exempt Purpose | $1,957 |
| El Modena HS Alumni Assoc Orange, CA | To Serve Organization's Exempt Purpose | $1,500 |
| Palmyra Elementary School Orange, CA | To Serve Organization's Exempt Purpose | $1,500 |
| The Hub Oc Orange, CA | To Serve Organization's Exempt Purpose | $1,500 |
| Community Foundation of Orange Orange, CA | To Serve Organization's Exempt Purpose | $1,500 |
| California Elementary Orange, CA | To Serve Organization's Exempt Purpose | $1,315 |
| McPherson Magnet School Orange, CA | To Serve Organization's Exempt Purpose | $976 |
| Orange Fire Department Orange, CA | To Serve Organization's Exempt Purpose | $750 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $817,525 | $48,070 | $67,186 | $34,498 (19 grants) |
| 2024 | $836,641 | $63,464 | $31,561 | $10,982 (8 grants) |
| 2023 | $804,738 | $1,665 | $73,670 | $52,104 (31 grants) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $817,525 | $836,641 | $804,738 |
| Revenue | $48,070 | $63,464 | $1,665 |
| Expenses | $67,186 | $31,561 | $73,670 |
| Qualifying Distributions | $40,065 | $16,512 | $56,489 |
| Net Investment Income | $20,999 | $48,686 | $16,522 |
| Distributable Amount | $41,736 | $39,010 | $40,304 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 11, 2020)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Danny Spud Lambing, Randy Straight, Pat Buttress, and Carolyn Cavecche as past presidents; Michael Schmitt and Moira Singer as president-elects; and Craig Shipcott as chairman.
Orange Rotary Community Trust Fund is led by Craig Shipcott, Chairman since 2024 (on filings since 2019); none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Craig Shipcott
Chairman
Director → Past President, 2023
Past President → Chairman, 2024
On filings since 2019
No compensation reported
Carolyn Cavecche
Past President
Immediate Past President → Past President, 2023
On filings since 2019
No compensation reported
Michael Schmitt
President-Elect
Chairman → President-Elect, 2024
On filings since 2019
No compensation reported
Danny Spud Lambing
Past President
President → Past President, 2022
On filings since 2020
No compensation reported
Randy Straight
Past President
Director → Past President, 2023
On filings since 2020
No compensation reported
Pat Buttress
Past President
President Elect → Past President, 2023
On filings since 2022
No compensation reported
Moira Singer
President-Elect
New on the 2025 filing
No compensation reported
Former officers (10)
- Former: Jim Gilmore (2024) — President-Elect
- Former: Ankit Shah (2019–2023) — Past President
- Former: Mark Wallace (2019–2022) — President
- Former: Donald Hunsberger (2020–2022) — Director
- Former: Larry Tannas (2019–2021) — Director
- Former: Cliff Nelson (2019) — Director
- Former: John Burt (2019) — Director
- Former: Lloyd Chandler (2019) — Director
- Former: Ron Lacey (2019) — Director
- Former: Spud Lambing (2019) — Director
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.
Contact
Application contact: Kristine Reynolds
Mailing address: PO Box 5882, Orange, CA 92863
Phone: (949) 633-2402
Website: https://www.orange-rotary.org/page/community-projects
Frequently asked questions about Orange Rotary Community Trust Fund
How much does Orange Rotary Community Trust Fund give each year?
Orange Rotary Community Trust Fund gave $34K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 8 grants.
What is Orange Rotary Community Trust Fund's typical grant size?
Orange Rotary Community Trust Fund's median grant in 2025 was $750, and its average grant was $1,816, across 19 grants on its 2025 IRS Form 990-PF.
Where does Orange Rotary Community Trust Fund give grants?
Orange Rotary Community Trust Fund 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 Orange, CA (17 grants).
Who are Orange Rotary Community Trust Fund's largest grantees?
Orange Rotary Community Trust Fund's largest 2025 grantees include Homeaid Oc ($15,000), Rotary District 5320 ($3,850) and Carolyn Cavecche ($1,957), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Orange Rotary Community Trust Fund?
Orange Rotary Community Trust Fund reported $818K in total assets on its 2025 IRS Form 990-PF. It paid out $40K in qualifying distributions that year, against a required minimum of $42K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Orange Rotary Community Trust Fund fund?
The funder’s website describes “Service Above Self” as the heart of the Rotary Club of Orange and says the Orange Rotary Community Trust helps fund projects that benefit the community. See mission & focus areas ↑
How do I apply for a grant from Orange Rotary Community Trust Fund?
The 2024 filing says the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Orange Rotary Community Trust Fund's EIN?
Orange Rotary Community Trust Fund's EIN (Employer Identification Number) is 33-0419426. 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. Research dossier generated September 2026.
Here's the math on researching Orange Rotary Community Trust Fund by hand.
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