Rotary Charities of Traverse City logo

Rotary Charities of Traverse City

TRAVERSE CITY, MI EIN: 38-2170564 Website

Rotary Charities of Traverse City is a 501(c)(3) community foundation headquartered in Traverse City, Michigan. Founded in 1976 following the discovery of oil and gas on land owned by the Traverse City Noon Rotary Club, the organization was established on the belief that those resources should benefit the region for generations to come. The organization operates with a staff of 6 employees and functions as a philanthropic grantmaking and community development entity.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$50.3M

+4.4% YoY

Revenue

$4.2M

+72.9% YoY

Net Investment Income

$3.9M

+83.3% YoY

Expenses

$3.2M

-2.3% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

Mission: Working in partnership with changemakers, Rotary Charities provides funding, learning, and connections to address the region's complex problems and create community assets for all.

Vision: Communities that are adaptive and equitable where everyone has the opportunity to thrive.

The organization's work addresses complex regional challenges including housing, hunger, and climate change. Their approach emphasizes systems practice, adaptive leadership development, and collaborative problem-solving. Rotary Charities supports initiatives focused on community improvement and capacity building across multiple sectors.

Grantmaking

Rotary Charities provides funding through multiple grant programs:

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Geographic Focus

Where this funder awards grants

Rotary Charities supports organizations and initiatives serving five counties in northwest lower Michigan:

  • Antrim County
  • Benzie County
  • Grand Traverse County
  • Kalkaska County
  • Leelanau County

Grant Distribution by State

6states

Cities

BellaireBenzoniaBeulahBingham FarmsCadillacCedarCentral LakeCharlevoixElk RapidsEllsworthEmpireEvanstonFife LakeFrankfortFrankfrotGlen ArborGrand RapidsHarbor SpringsHoltHonor

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year Ending June 2025:

  • Total Assets: $50.3 million
  • Total Revenue: $4.17 million
  • Total Expenses: $3.24 million
  • Total Liabilities: $383,000

Tax-Exempt Status: Designated as tax-exempt since June 1978 (EIN: 38-2170564)

Rating: Four-Star rating with 100% score from independent evaluation

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$3M$5M$7M202020212022202320242025
Metric202520242023
Total Assets$50,332,157$48,203,748$46,937,028
Revenue$4,167,748$2,410,878$1,013,623
Expenses$3,240,352$3,317,871$3,417,345
Qualifying Distributions
Net Investment Income$3,864,963$2,108,992$576,165
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$504K$1M$2M$2M44 grants202042 grants202142 grants202234 grants202330 grants20240 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2025

Grant Size Distribution

148 grants across all recorded years

97<$50K36$50–100K10$100–250K5$250–500K$500K–1M$1–5M$5M+

Open Grants

4 open opportunities from Rotary Charities of Traverse City

Show all 4 →

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

CEO: Sakura Takano

Compensation Overview

From 2025 IRS filing

SAKURA TAKANOCEO$154K

From 2025 filing

NameTitleHoursCompensation
LORRAINE BEERSCHAIR1
GREG LUYTVICE CHAIR1
BENJAMIN MARENTETTETREASURER/ SECRETARY1
JOHN RODDYTRUSTEE1
JOHN HALLTRUSTEE1
MADISON FORDTRUSTEE1
KELLY DUNHAMTRUSTEE1
WENDY IRVINTRUSTEE1
AUTUMN SOLTYSIAKTRUSTEE1
REBECCA TEAHENTRUSTEE1
SAKURA TAKANOCEO40$153,756

Recent News & Activity

Recent developments and announcements

2024

Rotary Charities maintains an active grantmaking schedule with semi-annual funding cycles. The organization publishes annual reports documenting its impact and approach. The 2024-2025 Annual Report emphasizes themes of resilience through relationships, collaboration, adaptability, and shared leadership in supporting regional changemakers.

News & Media | Rotary Charities

The organization's work extends beyond traditional grantmaking to include providing learning opportunities and facilitating connections among community partners addressing systemic issues across the region.

Subject Areas

Focus areas based on grantmaking activity

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

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