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 · View filing
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
About Portland Rotary Charitable Trust
Based on IRS filings
Portland Rotary Charitable Trust is a nonprofit organization focused on Community Improvement & Capacity Building, based in PORTLAND, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.6M in total assets. In 2024, it awarded 8 grants totaling $86K. Net investment income was $169K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
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
Open Grants
1 open opportunity from Portland Rotary Charitable Trust
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & 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 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Greater Bend Rotary Club Foundation
BEND, OR
Assets
$773K
Grants
1
Total Given
$12K
Wagner Family Foundation
LAKE OSWEGO, OR
Assets
$215K
Grants
4
Total Given
$215K
Catholic Youth Organization
PORTLAND, OR
Assets
$18.1M
Grants
1
Total Given
$11K
Oregon Pathfinder
PORTLAND, OR
Assets
$61K
Grants
5
Total Given
$317K
Trail Rhythms Inc
SISTERS, OR
Assets
$3K
Grants
0
Total Given
—
Oregon Refuse and Recycling Association
SALEM, OR
Assets
$668K
Grants
1
Total Given
$40K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Portland Rotary Charitable Trust on Grantable?
- Assess strategic fit with your organization
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