Rotary Club of SC Sunrise Foundation

SANTA CRUZ, CA EIN: 81-0619851

The primary mission of the Rotary Club of SC Sunrise Foundation is to provide funds for community non-profit organizations and youth programs in Santa Cruz County (California).

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$312K

-4.4% YoY

Annual Giving

$188K

-28.9% YoY

Grant Count

8

-11.1% YoY

Avg Grant Size

$24K

-20.0% YoY

About Rotary Club of SC Sunrise Foundation

Based on IRS filings

Rotary Club of SC Sunrise Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA CRUZ, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $312K in total assets. In 2024, it awarded 8 grants totaling $188K. Net investment income was $559.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

AptosCapitolaColorado SpringCorralitosEvanstonLahainaMountain ViewSalinasSanta CruzSoquelWatsonville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$104K$209K$313K$417K20202021202220232024
Metric202420232022
Total Assets$311,894$326,165$286,567
Revenue$242,589$379,409$333,308
Expenses$244,423$340,910$214,736
Qualifying Distributions
Net Investment Income$559$515$399
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$66K$132K$198K$264K0 grants20203 grants20214 grants20229 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Boys & Girls Club Santa …$75KFoodWhat$25KMountains 2 Sea$25KProject Bike Tech$25KGirls Inc of Central Coast$12KRotary District 5170$10KRotary Club of Lahina$9KHousing Matters$7K

Grant Size Distribution

24 grants across all recorded years

21<$50K1$50–100K2$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 Boys & Girls Club Santa Cruz ($75,000), FoodWhat ($25,000), Mountains 2 Sea ($25,000).

RecipientPurposeAmount
Boys & Girls Club Santa Cruz Santa Cruz, CAGeneral Fund$75,000
FoodWhat Santa Cruz, CAGeneral Fund$25,000
Girls Inc of Central Coast Salinas, CAGeneral Fund$12,000
Housing Matters Santa Cruz, CAGeneral Fund$7,316
Mountains 2 Sea Corralitos, CAGeneral Fund$25,000
Project Bike Tech Colorado Spring, COGeneral Fund$25,000
Rotary Club of Lahina Lahaina, HIFire Relief$8,700
Rotary District 5170 Mountain View, CAGeneral Fund$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
David PriceSecretary4
Peter TrumanTreasurer2
Jon Winstonexecutive Sec4
Peggy AlbertiDirector2
Mary AlsipVice President2
Randall LeonardDirector2
Jim FelichDirector2
Penni BengstonDirector2
Rebecca ZelionDirector2
Tiffany Wise-WestSecretary2
Eileen BeaudryDirector2
DeAndre JamesDirector2
Dave MelloDirector2
Ari SymonsPresident4
Ferris SabbahDirector2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Rotary Club of SC Sunrise Foundation?

Rotary Club of SC Sunrise Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA CRUZ, CA. It holds $312K in total assets as of 2024.

How large is Rotary Club of SC Sunrise Foundation?

As of 2024, Rotary Club of SC Sunrise Foundation holds $312K in total assets with $243K in annual revenue. It awarded 8 grants totaling $188K in 2024.

Where does Rotary Club of SC Sunrise Foundation operate?

Rotary Club of SC Sunrise Foundation has awarded grants in California, Colorado, Hawaii, Illinois.

What size grants does Rotary Club of SC Sunrise Foundation award?

In 2024, Rotary Club of SC Sunrise Foundation awarded 8 grants totaling $188K — an average of about $24K per grant, based on its IRS Form 990 filings.

What is Rotary Club of SC Sunrise Foundation's EIN?

Rotary Club of SC Sunrise Foundation's EIN (Employer Identification Number) is 81-0619851. 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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