Rancho Bernardo Rotary Club Foundation
To benefit primarily the local community with charitable works in the areas of education, health, science, cultural and civic activities.
Rancho Bernardo Rotary Club Foundation at a glance
- Total assets
- $778,990
- -2.0% vs 2024
- Revenue (2025)
- $59,830
- -63.4% vs 2024
- Net investment income (2025)
- $20,954
- +11.8% vs 2024
- Expenses (2025)
- $120,127
- -13.9% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Rancho Bernardo Rotary Club Foundation funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $9K (2024) to $27K (2020). In 2024 it made 1 grant totaling $9K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rotary District 5000 Foundation Honolulu, HI | Provide Disaster Relief to Victims of Maui Wildfire | $8,550 |
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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 | $778,990 | $59,830 | $120,127 | — | — | $20,954 |
| 2024 | $794,846 | $163,265 | $139,501 | $8,550 | 1 | $18,744 |
| 2023 | $664,245 | $175,252 | $104,792 | $19,250 | 1 | $20,630 |
| 2022 | $562,660 | $85,250 | $102,837 | — | — | $15,182 |
| 2021 | $716,845 | $125,741 | $126,368 | — | — | $14,633 |
| 2020 | $576,236 | $116,770 | $99,293 | $27,050 | 3 | $54,960 |
About Rancho Bernardo Rotary Club Foundation
Based on IRS filings
Rancho Bernardo Rotary Club Foundation is a public charity, based in San Diego, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $779K in total assets. Net investment income was $21K.
Leadership & Key People
Officers and directors from IRS filings
Rancho Bernardo Rotary Club Foundation is led by Alan Turner, President since 2025 (on filings since 2023); none of the 9 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alan Turner
President
Trustee → President, 2025
On filings since 2023
10 hrs/week
No compensation reported
Terry Heck
Club President
Trustee → Club President, 2025
On filings since 2023
1 hr/week
No compensation reported
William Brehm
Trustee
On filings since 2022
1 hr/week
No compensation reported
Jan Goldsmith
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Lee Proimos
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Mark Alberts
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Benita Page
Secretary-Treas
Trustee → Secretary-Treas, 2025
On filings since 2020
1 hr/week
No compensation reported
Judy Lutticken
Vice President
Trustee → Vice President, 2025
On filings since 2020
1 hr/week
No compensation reported
John Mullin
Secretary-Treas
New on the 2025 filing
10 hrs/week
No compensation reported
Former officers (13)
- Former: Charles Crew (2020–2024) — Secretary-Treas
- Former: John O'Neill (2020–2024) — Vice President
- Former: Athenea Luciano (2022–2024) — President
- Former: Frank De (2024) — Trustee
- Former: Jim Reid (2024) — Trustee
- Former: Sandie Dewane (2021–2023) — Trustee
- Former: David King (2020–2022) — Trustee
- Former: Patrick Chaffee (2020–2022) — Trustee
- Former: Michael Fuqua (2021–2022) — President
- Former: Alex Robertson (2020–2021) — Trustee
- Former: Charles Westbrook (2020–2021) — Trustee
- Former: Philip Warner (2020–2021) — Trustee
- Former: Don Glover (2020) — President
Data from IRS Form 990 filings, 2020–2025. "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 Rancho Bernardo Rotary Club Foundation
How large is Rancho Bernardo Rotary Club Foundation?
Rancho Bernardo Rotary Club Foundation reported $779K in total assets on its 2025 IRS Form 990. Its revenue that year was $60K.
Where does Rancho Bernardo Rotary Club Foundation operate?
Rancho Bernardo Rotary Club Foundation has awarded grants in California, Hawaii, Illinois.
What is Rancho Bernardo Rotary Club Foundation's EIN?
Rancho Bernardo Rotary Club Foundation's EIN (Employer Identification Number) is 95-3296211. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS August 31, 2020)
- IRS filings on file for fiscal years 2020–2025
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Figures come from Rancho Bernardo Rotary Club Foundation'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.
Rancho Bernardo Rotary Club Foundation down — hundreds of funders to go?