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.
Portland Rotary Charitable Trust at a glance
In short: Portland Rotary Charitable Trust gave $138K across 5 grants in 2025 (avg $28K), mostly in Oregon. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $137,856
- +60.4% vs 2024
- Grants made (2025)
- 5
- -37.5% vs 2024
- Average grant
- $27,571
- +156.7% vs 2024
- Median grant
- $12,180
- Total assets
- $5,130,255
- +12.5% vs 2024
- Primary geography
- Oregon (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
How to apply to Portland Rotary Charitable Trust
Open Grants
1 open opportunity from Portland Rotary Charitable Trust
Who Portland Rotary Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Numotion ($57K). Together the top 5 received $138K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 38 grants of 41 (93%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Portland Rotary Charitable Trust gives
- Giving grew 187% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $41K (2019) to $235K (2021). In 2025 it made 5 grants totaling $138K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Numotion Portland, OR | International Service | $56,676 |
| Rotary Club of Portland Portland, OR | General Support | $55,000 |
| Lake Oswego Rotary Fnd Lake Oswego, OR | International Service | $12,180 |
| Call to Safety Portland, OR | Domestic Violence | $8,000 |
| Serendipity Center Portland, OR | Youth Program | $6,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $5,130,255 | $653,357 | $386,434 | $137,856 | 5 | $180,557 |
| 2024 | $4,559,803 | $375,664 | $332,002 | $85,925 | 8 | $169,440 |
| 2023 | $4,328,386 | $297,214 | $366,461 | $102,738 | 11 | $135,241 |
| 2022 | $4,171,645 | $235,975 | $327,165 | $48,000 | 6 | $28,684 |
| 2021 | $4,907,730 | $378,455 | $423,820 | $235,215 | 11 | $146,773 |
| 2020 | $4,125,819 | $338,338 | $686,537 | $193,837 | 14 | $110,396 |
| 2019 | $4,540,504 | $704,096 | $341,265 | $40,600 | 5 | $125,819 |
About Portland Rotary Charitable Trust
Based on IRS filings
Portland Rotary Charitable Trust is a public charity focused on Community Improvement & Capacity Building, based in Portland, OR. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $5.1M in total assets. In 2025, it awarded 5 grants totaling $138K. Net investment income was $181K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Portland Rotary Charitable Trust is led by Katherine Kennedy, President since 2025 (on filings since 2021); none of the 12 officers listed in 2025 report compensation.
Officers on the 2025 filing
Katherine Kennedy
President
Secretary → Trustee, 2024
Trustee → President, 2025
On filings since 2021
1 hr/week
No compensation reported
Brian Thomas
Trustee
On filings since 2023
1 hr/week
No compensation reported
Mike Arthur
Trustee
On filings since 2024
1 hr/week
No compensation reported
Jenn Harbick
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Phil Yien
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Suzanne Raether
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Tara Hendison
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Jana Cole
Club Liaison
President → Past President, 2020
Past President → Club Liaison, 2025
On filings since 2019
1 hr/week
No compensation reported
Mike Lester
Past President
Vice President → President, 2024
President → Past President, 2025
On filings since 2021
1 hr/week
No compensation reported
Barb Fisher
President Elect
Trustee → President Elect, 2025
On filings since 2023
1 hr/week
No compensation reported
Rich Ferguson
Secretary
Trustee → Secretary, 2025
On filings since 2024
1 hr/week
No compensation reported
Laura Foley
Club Liaison
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (25)
- Former: Brian Dazey (2020–2024) — Past President
- Former: Curtis Shirey (2024) — Club Liaison
- Former: Maggie Bolger (2020–2023) — Immediate Past President
- Former: Kim Cash (2021–2023) — Trustee
- Former: Robert Kraft (2021–2023) — Trustee
- Former: Gary Johnson (2019–2022) — Trustee
- Former: Haakon Weinstein (2020–2022) — Trustee
- Former: Skyler Howe (2022) — Trustee
- Former: Corinn Detorres (2019–2021) — Executive Director
- Former: Maria Schell (2021) — Trustee
- Former: Tim Porter (2021) — Treasurer
- Former: Blake St Onge (2019–2020) — Trustee
- Former: David Vanspeybroeck (2019–2020) — Trustee
- Former: Kate Ertmann (2019–2020) — Trustee
- Former: Patrick Galvin (2019–2020) — President
- Former: Phil Levison (2019–2020) — Trustee
- Former: Abby Frederick (2020) — Trustee
- Former: Ruth Shelly (2020) — Trustee
- Former: Cole Mills (2019) — Past President
- Former: Dave Trabucco (2019) — Trustee
- Former: Grant Thurston (2019) — Trustee
- Former: Gretchen Walker (2019) — Trustee
- Former: Mike Egan (2019) — Trustee
- Former: Sun Lee (2019) — Trustee
- Former: Susan Cooksey (2019) — Trustee
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 Portland Rotary Charitable Trust
How much does Portland Rotary Charitable Trust give each year?
Portland Rotary Charitable Trust gave $138K across 5 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $86K across 8 grants.
What is Portland Rotary Charitable Trust's typical grant size?
Portland Rotary Charitable Trust's median grant in 2025 was $12,180, and its average grant was $27,571, across 5 grants on its 2025 IRS Form 990.
Where does Portland Rotary Charitable Trust give grants?
Portland Rotary Charitable Trust gives mostly in Oregon: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Portland, OR (4 grants).
Does Portland Rotary Charitable Trust give general operating support?
Yes: 20% of Portland Rotary Charitable Trust's 2025 grants with a stated purpose (1 of 5) were for general or operating support, per its 2025 IRS Form 990.
Who are Portland Rotary Charitable Trust's largest grantees?
Portland Rotary Charitable Trust's largest 2025 grantees include Numotion ($56,676), Rotary Club of Portland ($55,000) and Lake Oswego Rotary Fnd ($12,180), according to its 2025 IRS Form 990. Together they received 90% of its itemized 2025 grant dollars.
How large is Portland Rotary Charitable Trust?
Portland Rotary Charitable Trust reported $5.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $653K.
What is Portland Rotary Charitable Trust?
Portland Rotary Charitable Trust is a public charity focused on Community Improvement & Capacity Building, based in Portland, OR. It holds $5.1M in total assets as of 2025.
What is Portland Rotary Charitable Trust's EIN?
Portland Rotary Charitable Trust's EIN (Employer Identification Number) is 93-6031284. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS July 12, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS May 11, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Portland Rotary Charitable Trust's focus areas in our free grants database
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Portland Rotary Charitable Trust down — hundreds of funders to go?