Rossmoor Rotary Foundation
Rossmoor Rotary Foundation is a public charity based in Walnut Creek, California. Formed in 1985, it supports local, regional, and international charitable activities and improvements in the Rossmoor retirement community.
Rossmoor Rotary Foundation at a glance
In short: Rossmoor Rotary Foundation gave $118K across 8 grants in 2025 (avg $15K), mostly in California. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $117,560
- -8.9% vs 2024
- Grants made (2025)
- 8
- -20.0% vs 2024
- Average grant
- $14,695
- +13.9% vs 2024
- Median grant
- $10,000
- Total assets
- $1,128,499
- +13.9% vs 2024
- Primary geography
- California (93% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
How to apply to Rossmoor Rotary Foundation
- Contact
Mailing address: PO Box 2177, Walnut Creek, CA 94595
Phone: (925) 465-6053
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Rossmoor Rotary Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Parkinsons Network Mt Diablo ($48K). Together the top 8 received $118K.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 31 grants of 31 (100%).
Geographic Focus
Where this funder awards grants
The foundation states that it supports local, regional, and international charitable activities and improvements in the Rossmoor retirement community. Its 2024 grant list includes recipients in the United States and Rotary Santa Victoria Peru.
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Rossmoor Rotary Foundation gives
- Giving grew 140% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $23K (2021) to $129K (2024). In 2025 it made 8 grants totaling $118K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Parkinsons Network Mt Diablo Lafayette, CA | — | $48,000 |
| Rotary Scholarship Foundation Walnut Creek, CA | — | $14,000 |
| Shelterbox USA Pasadena, CA | — | $11,560 |
| Cancer Support Community Lafayette, CA | — | $10,000 |
| Lamorinda Respite Center Orinda, CA | — | $10,000 |
| Cure Alzheimers Fund Wesley Hill, MA | — | $8,000 |
| Hospice of the East Bay Pleasant Hill, CA | — | $8,000 |
| Meals on Wheels Diablo Region Walnut Creek, CA | — | $8,000 |
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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 | $1,128,499 | $160,941 | $164,033 | $117,560 | 8 | $41,257 |
| 2024 | $990,914 | $184,937 | $160,349 | $129,000 | 10 | $40,131 |
| 2023 | $1,010,665 | $187,489 | $145,932 | $95,000 | 7 | $36,193 |
| 2022 | $980,266 | $101,639 | $110,349 | $49,000 | 4 | $39,846 |
| 2021 | $988,972 | $68,600 | $77,477 | $22,907 | 2 | $36,127 |
| 2020 | $995,755 | $115,920 | $97,030 | $48,134 | 5 | $42,645 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation states its mission is to make contributions to local, regional, and international charitable activities and improvements in the local Rossmoor retirement community.
Its 2024 grant list includes organizations such as Parkinson’s Network of Mt. Diablo, Cancer Support Community, Choice in Aging, Meals on Wheels, and Maui Relief. Choice in Aging describes its mission as promoting the dignity and independence of people with disabilities and special needs. Cancer Support Community says it provides counseling, support groups, nutrition, exercise, and patient education for people with cancer and their caregivers and families. Hope Hospice describes its mission as delivering compassionate support and exceptional care in the home, helping people navigate significant care decisions with choice and dignity.
Grantmaking
In 2024, the foundation reported 10 grants totaling $129,000, with an average of $12,900 per grant. Its 2023 filing’s grant-recipient narrative lists $158,850 in grant expenses for the year ended June 30, 2024; the filing’s separate financial data reports a 2024 grant sum of $129,000. Its 2025 filing, the latest on this page, reports 8 grants totaling $117,560.
Listed 2024 awards included $46,000 to Parkinson’s Network of Mt. Diablo, $14,000 to Rossmoor Scholarship Foundation, $10,000 each to Cancer Support Community, Choice in Aging, and Meals on Wheels, and $8,000 each to Lamorinda Adult Respite Center, Hospice of the East Bay, and Hope Hospice.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists E Patrice Jensen as Vice Chair, Edward S Fisher as Chairman, John M Rice as Treasurer, and Willard Broxham as Secretary.
Rossmoor Rotary Foundation is led by Edward S. Fisher, Chairman since 2024 (on filings since 2023); none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Edward S. Fisher
Chairman
Vice Chairman → Chairman, 2024
On filings since 2023
No compensation reported
John M. Rice
Treasurer
On filings since 2020
No compensation reported
E. Patrice Jensen
Vice Chair
Vice Chairman → Vice Chair, 2025
On filings since 2024
No compensation reported
Willard Broxham
Secretary
New on the 2025 filing
No compensation reported
Former officers (7)
- Former: Fredrika Atkins (2024) — Secretary
- Former: John P. King (2021–2023) — Chairman
- Former: Paul H. Wilson (2021–2023) — Secretary
- Former: Sharon M. Long (2023) — Treasurer
- Former: Earl C. Abbe (2021–2022) — Vice Chairman
- Former: Bea Moulton (2020) — Chairman
- Former: Nancy Richardson (2020) — Vice Chairman
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 Rossmoor Rotary Foundation
How much does Rossmoor Rotary Foundation give each year?
Rossmoor Rotary Foundation gave $118K across 8 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $129K across 10 grants.
What is Rossmoor Rotary Foundation's typical grant size?
Rossmoor Rotary Foundation's median grant in 2025 was $10,000, and its average grant was $14,695, across 8 grants on its 2025 IRS Form 990.
Where does Rossmoor Rotary Foundation give grants?
Rossmoor Rotary Foundation gives mostly in California: 93% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was Massachusetts (7%). The most frequent recipient cities were Lafayette, CA (2 grants) and Walnut Creek, CA (2 grants).
Who are Rossmoor Rotary Foundation's largest grantees?
Rossmoor Rotary Foundation's largest 2025 grantees include Parkinsons Network Mt Diablo ($48,000), Rotary Scholarship Foundation ($14,000) and Shelterbox USA ($11,560), according to its 2025 IRS Form 990. Together they received 63% of its itemized 2025 grant dollars.
How large is Rossmoor Rotary Foundation?
Rossmoor Rotary Foundation reported $1.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $161K.
What does Rossmoor Rotary Foundation fund?
The foundation states its mission is to make contributions to local, regional, and international charitable activities and improvements in the local Rossmoor retirement community. See mission & focus areas ↑
How do I apply for a grant from Rossmoor Rotary Foundation?
Rossmoor Rotary Foundation has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2025 (received by the IRS January 26, 2026)
- Updated Form 990 for fiscal year 2020 (received by the IRS February 14, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS February 4, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS February 7, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS September 3, 2024)
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