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.
Key facts about Rancho Bernardo Rotary Club Foundation
- EIN
- 95-3296211
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $778,990
Data from IRS Form 990-PF, 2025; updated September 2026.
Next steps with Rancho Bernardo Rotary Club Foundation
- How to evaluate Rancho Bernardo Rotary Club Foundation as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$779K
-2.0% YoY
Revenue
$60K
-63.4% YoY
Net Investment Income
$21K
+11.8% YoY
Expenses
$120K
-13.9% YoY
About Rancho Bernardo Rotary Club Foundation
Based on IRS filings
Rancho Bernardo Rotary Club Foundation is a nonprofit organization, 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.
Ready to take the next step with Rancho Bernardo Rotary Club Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $778,990 | $794,846 | $664,245 |
| Revenue | $59,830 | $163,265 | $175,252 |
| Expenses | $120,127 | $139,501 | $104,792 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $20,954 | $18,744 | $20,630 |
| Distributable Amount | — | — | — |
Data update history
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
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2025
Grant Size Distribution
2 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Judy Lutticken | Vice President | 1 | — |
| Lee Proimos | Trustee | 1 | — |
| Terry Heck | Club President | 1 | — |
| John Mullin | Secretary-Treas | 10 | — |
| Mark Alberts | Trustee | 1 | — |
| Alan Turner | President | 10 | — |
| Benita Page | Secretary-Treas | 1 | — |
| Jan Goldsmith | Trustee | 1 | — |
| William Brehm | Trustee | 1 | — |
Frequently Asked Questions
How large is Rancho Bernardo Rotary Club Foundation?
As of 2025, Rancho Bernardo Rotary Club Foundation holds $779K in total assets with $60K in annual revenue.
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.