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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$795K
+19.7% YoY
Annual Giving
$9K
-55.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$9K
-55.6% 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 2024. As of 2024, the organization holds $795K in total assets. In 2024, it awarded 1 grants totaling $9K. Net investment income was $19K.
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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $794,846 | $664,245 | $562,660 |
| Revenue | $163,265 | $175,252 | $85,250 |
| Expenses | $139,501 | $104,792 | $102,837 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $18,744 | $20,630 | $15,182 |
| 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 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Rotary District 5000 Foundation ($8,550).
| Recipient | Purpose | Amount |
|---|---|---|
| ROTARY DISTRICT 5000 FOUNDATION HONOLULU, HI | PROVIDE DISASTER RELIEF TO VICTIMS OF MAUI WILDFIRE | $8,550 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JUDY LUTTICKEN | TRUSTEE | 1 | — |
| JOHN O'NEILL | VICE PRESIDENT | 1 | — |
| WILLIAM BREHM | TRUSTEE | 1 | — |
| CHARLES CREW | SECRETARY-TREAS | 1 | — |
| ATHENEA LUCIANO | PRESIDENT | 8 | — |
| ALAN TURNER | TRUSTEE | 1 | — |
| BENITA PAGE | TRUSTEE | 1 | — |
| JIM REID | TRUSTEE | 1 | — |
| FRANK DE FRANCESC0 | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Rancho Bernardo Rotary Club Foundation?
As of 2024, Rancho Bernardo Rotary Club Foundation holds $795K in total assets with $163K in annual revenue. It awarded 1 grants totaling $9K in 2024.
Where does Rancho Bernardo Rotary Club Foundation operate?
Rancho Bernardo Rotary Club Foundation has awarded grants in California, Hawaii, Illinois.
What size grants does Rancho Bernardo Rotary Club Foundation award?
In 2024, Rancho Bernardo Rotary Club Foundation awarded 1 grants totaling $9K — an average of about $9K per grant, based on its IRS Form 990 filings.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Rancho Bernardo Rotary Club Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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