Portland Rotary Charitable Trust
THE PORTLAND ROTARY CHARITABLE TRUST IS THE ENTITY BY WHICH THE ROTARY CLUB OF PORTLAND CARRIES OUT ITS PHILANTHROPIC ACTIVITIES IN BOTH THE LOCAL AND WORLD COMMUNITIES SERVICING PRIMARILY THE NEEDS OF YOUTH.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$4.6M
+5.3% YoY
Annual Giving
$86K
-16.4% YoY
Grant Count
8
-27.3% YoY
Avg Grant Size
$11K
+15.0% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,559,803 | $4,328,386 | $4,171,645 |
| Revenue | $375,664 | $297,214 | $235,975 |
| Expenses | $332,002 | $366,461 | $327,165 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $169,440 | $135,241 | $28,684 |
| Distributable Amount | — | — | — |
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
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Portland Rotary Charitable Trust fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MIKE LESTER | President | 1 | — |
| BRIAN DAZEY | Past President | 1 | — |
| CURTIS SHIREY | CLUB LIAISON | 1 | — |
| KATHERINE KENNEDY | Trustee | 1 | — |
| BRIAN THOMAS | Trustee | 1 | — |
| BARB FISHER | Trustee | 1 | — |
| RICH FERGUSON | Trustee | 1 | — |
| MIKE ARTHUR | Trustee | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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