Rossmoor Rotary Foundation

WALNUT CREEK, CA EIN: 68-0048178

Contributions to local, regional and international charitable activities, improvements in the local, Rossmoor, retirement community.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$991K

-2.0% YoY

Annual Giving

$129K

+35.8% YoY

Grant Count

10

+42.9% YoY

Avg Grant Size

$13K

-4.9% YoY

About Rossmoor Rotary Foundation

Based on IRS filings

Rossmoor Rotary Foundation is a nonprofit organization focused on Adults, based in WALNUT CREEK, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $991K in total assets. In 2024, it awarded 10 grants totaling $129K. Net investment income was $40K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

ChicagoConcordDublinLafayetteOrindaPleasant HillWalnut CreekWellesley Hill

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$52K$103K$155K$206K20202021202220232024
Metric202420232022
Total Assets$990,914$1,010,665$980,266
Revenue$184,937$187,489$101,639
Expenses$160,349$145,932$110,349
Qualifying Distributions
Net Investment Income$40,131$36,193$39,846
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$32K$65K$97K$129K5 grants20202 grants20214 grants20227 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Parkinsons Net Mt Diablo$46KRossmoor Scholarship Fndt$14KCancer Support Community$10KChoice in Aging$10KMeals on Wheels$10KAlzheimers Assoc N Calif$9KHope Hospice$8KHospice of the East Bay$8KLamorinda Adult Respite …$8KCure Alzheimers Fund$6K

Grant Size Distribution

28 grants across all recorded years

28<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Parkinsons Net Mt Diablo ($46,000), Rossmoor Scholarship Fndt ($14,000), Cancer Support Community ($10,000).

RecipientPurposeAmount
Alzheimers Assoc N Calif Lafayette, CAGeneral support$9,000
Cancer Support Community Walnut Creek, CAGeneral Support$10,000
Choice in Aging Pleasant Hill, CAGeneral support$10,000
Cure Alzheimers Fund Wellesley Hill, MAGeneral support$6,000
Hope Hospice Dublin, CAGeneral Support$8,000
Hospice of the East Bay Pleasant Hill, CAGeneral Support$8,000
Lamorinda Adult Respite Cente Orinda, CAGeneral support$8,000
Meals on Wheels Walnut Creek, CAGeneral Support$10,000
Parkinsons Net Mt Diablo Walnut Creek, CAGeneral support$46,000
Rossmoor Scholarship Fndt Walnut Creek, CAScholarships$14,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
EDWARD S FISHERChairman8
E PATRICE JENSENVice Chairman4
JOHN M RICETreasurer8
FREDRIKA ATKINSSecretary4

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Rossmoor Rotary Foundation?

Rossmoor Rotary Foundation is a nonprofit organization focused on Adults, based in WALNUT CREEK, CA. It holds $991K in total assets as of 2024.

How large is Rossmoor Rotary Foundation?

As of 2024, Rossmoor Rotary Foundation holds $991K in total assets with $185K in annual revenue. It awarded 10 grants totaling $129K in 2024.

Where does Rossmoor Rotary Foundation operate?

Rossmoor Rotary Foundation has awarded grants in California, Illinois, Massachusetts.

What size grants does Rossmoor Rotary Foundation award?

In 2024, Rossmoor Rotary Foundation awarded 10 grants totaling $129K — an average of about $13K per grant, based on its IRS Form 990 filings.

What is Rossmoor Rotary Foundation's EIN?

Rossmoor Rotary Foundation's EIN (Employer Identification Number) is 68-0048178. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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