Orange Rotary Community Trust Fund
The Orange Rotary Community Trust Fund is based in Orange, California, and is listed as a Form 990-PF (a private foundation). The Rotary Club of Orange says contributions to its Community Trust help fund projects that impact the community, including school improvements, support for people in need, and a children’s dental clinic.
Orange Rotary Community Trust Fund at a glance
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.
- Annual giving (2025)
- $34,498
- +214.1% vs 2024
- Grants made (2025)
- 19
- +137.5% vs 2024
- Average grant
- $1,816
- +32.3% vs 2024
- Median grant
- $750
- Total assets
- $817,525
- -2.3% 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 October 2026.
How to apply to Orange Rotary Community Trust Fund
- How to Apply
-
The filing states that there is no specific format for application materials and that awards are restricted to the general community of Orange.
- Contact
Application contact: Kristine Reynolds
Mailing address: PO Box 5882, Orange, CA 92863
Phone: (949) 633-2402
Website: https://orange-rotary.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Orange Rotary Community Trust Fund funds
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 $29K.
Organizations only. It also paid 2 grants to individuals ($2,707), which are not listed by name.
Grant Size Distribution
65 grants across all recorded years
The most common grant size was under $50K: 65 grants of 65 (100%).
Geographic Focus
Where this funder awards grants
The filing states that awards are restricted to the general community of Orange. All reported grant dollars in 2025 went to recipients in California.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
States
Cities
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.
Giving History
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.
Grants by year
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 |
| 2 grants to individuals Recipients not named | — | $2,707 |
| 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 |
Ready to take the next step with Orange Rotary Community Trust Fund?
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 | $817,525 | $48,070 | $67,186 | $34,498 | 19 | $40,065 | $20,999 | $41,736 |
| 2024 | $836,641 | $63,464 | $31,561 | $10,982 | 8 | $16,512 | $48,686 | $39,010 |
| 2023 | $804,738 | $1,665 | $73,670 | $52,104 | 31 | $56,489 | $16,522 | $40,304 |
| 2022 | $874,773 | $16,217 | $26,290 | $4,497 | 6 | $8,595 | $10,572 | $44,936 |
| 2021 | $884,846 | $161,616 | $48,382 | $27,932 | 1 | — | $137,981 | $41,053 |
| 2020 | $771,612 | $33,583 | $49,779 | $18,881 | 1 | — | $12,055 | $39,024 |
| 2019 | $787,808 | $21,314 | $77,633 | $47,208 | 1 | — | $1,692 | $41,060 |
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.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The Rotary Club of Orange describes “Service Above Self” as its motto and says the Community Trust helps fund substantial community projects. The club’s website describes work involving local schools, meals for people experiencing homelessness, and youth scholarships and activities. These club programs are not necessarily grants to outside applicants.
Among the fund’s 2025 grantees, The Hub OC says its mission is to meet physical, relational, and emotional needs in Orange County and the world through spiritual transformation. The Community Foundation of Orange says its mission is to enhance quality of life in Orange by promoting healthy lifestyles and supporting community residents.
Grantmaking
In filing year 2025, the fund reported 19 grants totaling $34,498. Grant amounts ranged from $300 to $15,000, with a median of $750.
The largest listed grant was $15,000 to HOMEAID OC. Other notable grants included $3,850 to Rotary District 5320 and $1,500 each to El Modena HS Alumni Association, Palmyra Elementary School, The Hub OC, and Community Foundation of Orange. The filing lists the grant purposes as serving the recipient organizations’ exempt purposes.
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-elect; 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.
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 (15 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 El Modena HS Alumni Assoc ($1,500), according to its 2025 IRS Form 990-PF. It also paid 2 grants to individuals ($2,707), which are not listed by name. Together they received 59% 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 Rotary Club of Orange describes “Service Above Self” as its motto and says the Community Trust helps fund substantial community projects. The club’s website describes work involving local schools, meals for people experiencing homelessness, and youth scholarships and activities. See mission & focus areas ↑
How do I apply for a grant from Orange Rotary Community Trust Fund?
The filing states that there is no specific format for application materials and that awards are restricted to the general community of Orange. 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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(7)
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)
Other open foundation grants in California
California Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Orange Rotary Community Trust Fund's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Ousd School Pride Inc
Orange, CA
Fund school activities
Assets
$59K
Grants
2
Total Given
$27K
RC Hobbs Foundation
Orange, CA
Assets
$497
Grants
2
Total Given
$2K
Rancho Santiago Community College District Foundation
Santa Ana, CA
The mission of rsccd foundation is to manage and oversee the investment portfolio; to support the fundraising efforts, fostering strong partnerships with business and corporate entities; and to support district-wide special events for the betterment of students.
Assets
$471K
Grants
3
Total Given
$140K
O L Halsell Foundation
Costa Mesa, CA
The O.L. Halsell Foundation funds Orange County nonprofits working in youth services, support for low-income seniors, health, education, and services for battered women. Its typical grant is about $20,000, though recent awards ranged from $4,000 to $220,000. It accepts requests through an online application process.
Assets
$51.7M
Grants
90
Total Given
$2.6M
Zonta Club of Newport Harbor Foundation
Costa Mesa, CA
Zonta Club of Newport Harbor Foundation is part of a global service organization of professionals working together to empower women worldwide through service and advocacy.
Assets
$1.5M
Grants
4
Total Given
$62K
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 Orange Rotary Community Trust Fund'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.
Orange Rotary Community Trust Fund down — hundreds of funders to go?