Orange Rotary Community Trust Fund
Orange Rotary Community Trust Fund is a private foundation, based in ORANGE, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $837K in total assets. In 2024, it awarded 8 grants totaling $11K. Net investment income was $49K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$837K
+4.0% YoY
Annual Giving
$11K
-78.9% YoY
Grant Count
8
-74.2% YoY
Avg Grant Size
$1K
-18.3% YoY
Under IRS private-foundation payout rules, Orange Rotary Community Trust Fund reported a distributable amount of $39K for 2024 — the minimum it must pay out in qualifying distributions.
About Orange Rotary Community Trust Fund
Based on IRS filings
Orange Rotary Community Trust Fund is a private foundation, based in ORANGE, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $837K in total assets. In 2024, it awarded 8 grants totaling $11K. Net investment income was $49K.
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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 | $836,641 | $804,738 | $874,773 |
| Revenue | $63,464 | $1,665 | $16,217 |
| Expenses | $31,561 | $73,670 | $26,290 |
| Qualifying Distributions | $16,512 | $56,489 | $8,595 |
| Net Investment Income | $48,686 | $16,522 | $10,572 |
| Distributable Amount | $39,010 | $40,304 | $44,936 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
47 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Carolyn Cavecche ($3,107), Santiago Canyon College Foundation ($2,000), El Modena Hs Alumni Assoc ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ORANGE FIRE DEPARTMENT ORANGE, CA | TO SERVE ORGANIZATION'S EXEMPT PURPOSE | $500 |
| CITY OF ORANGE POLICE DEPARTMENT ORANGE, CA | TO SERVE ORGANIZATION'S EXEMPT PURPOSE | $500 |
| ORANGE SENIOR CENTER ORANGE, CA | TO SERVE ORGANIZATION'S EXEMPT PURPOSE | $875 |
| ROTARY DISTRICT 5320 ORANGE, CA | TO SERVE ORGANIZATION'S EXEMPT PURPOSE | $1,000 |
| EL MODENA HS ALUMNI ASSOC ORANGE, CA | TO SERVE ORGANIZATION'S EXEMPT PURPOSE | $1,500 |
| CITY OF ORANGE PUBLIC LIBRARY FOUNDATION ORANGE, CA | TO SERVE ORGANIZATION'S EXEMPT PURPOSE | $1,500 |
| SANTIAGO CANYON COLLEGE FOUNDATION ORANGE, CA | TO SERVE ORGANIZATION'S EXEMPT PURPOSE | $2,000 |
| CAROLYN CAVECCHE ORANGE, CA | TO SERVE ORGANIZATION'S EXEMPT PURPOSE | $3,107 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DANNY SPUD LAMBING | PAST PRESIDENT | — | — |
| MICHAEL SCHMITT | PRESIDENT-ELECT | — | — |
| RANDY STRAIGHT | PAST PRESIDENT | — | — |
| PAT BUTTRESS | PAST PRESIDENT | — | — |
| CRAIG SHIPCOTT | CHAIRMAN | — | — |
| CAROLYN CAVECCHE | PAST PRESIDENT | — | — |
| JIM GILMORE | PRESIDENT-ELECT | — | — |
Frequently Asked Questions
How large is Orange Rotary Community Trust Fund?
As of 2024, Orange Rotary Community Trust Fund holds $837K in total assets with $63K in annual revenue. It awarded 8 grants totaling $11K in 2024.
Where does Orange Rotary Community Trust Fund operate?
Orange Rotary Community Trust Fund has awarded grants in California.
What size grants does Orange Rotary Community Trust Fund award?
In 2024, Orange Rotary Community Trust Fund awarded 8 grants totaling $11K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Orange Rotary Community Trust Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Orange Rotary Community Trust Fund reported a distributable amount of $39K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2019–2024.
Explore Open Grants
Browse active grant opportunities in Orange Rotary Community Trust Fund's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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