Rotary Foundation of Oakwood

DAYTON, OH EIN: 31-1156701

TO SUPPORT VARIOUS CHARITABLE CAUSES IN THE DAYTON AREA WHICH ASSIST LOCAL INDIVIDUALS AND FAMILIES.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$684K

+7.7% YoY

Annual Giving

$23K

-35.1% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$8K

-13.5% YoY

About Rotary Foundation of Oakwood

Based on IRS filings

Rotary Foundation of Oakwood is a nonprofit organization focused on Community and economic development, based in DAYTON, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $684K in total assets. In 2025, it awarded 3 grants totaling $23K. Net investment income was $22K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

States

Cities

DaytonHonoluluOakwoodXenia

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$23K$46K$69K$92K201920212022202320242025
Metric202520242023
Total Assets$684,356$635,597$593,485
Revenue$65,808$70,430$31,162
Expenses$70,180$69,732$49,092
Qualifying Distributions
Net Investment Income$22,357$36,287$1,718
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$18K$27K$36K0 grants20190 grants20211 grants20222 grants20234 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

SMITH SCHOOL PTO$9KHOUSE OF BREAD$8KDAKOTA CETNER INC$7K

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Smith School Pto ($9,000), House of Bread ($7,525), Dakota Cetner Inc ($6,500).

RecipientPurposeAmount
SMITH SCHOOL PTO OAKWOOD, OHOUTDOOR BASKETBALL HOOPS$9,000
HOUSE OF BREAD DAYTON, OHNEW WINDOWS IN THEIR BUILDING$7,525
DAKOTA CETNER INC DAYTON, OHSCOREBOARD$6,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
SCOTT FISCHERTRUSTEE1
BRUCE REGERTRUSTEE1
MARTY BEYERCOUNSEL AND TRUSTEE1
STEPHEN J BUDDETRUSTEE - AT-LARGE MEMEBER1
CATHY CAMPBELLPRESIDENT1
RICHARD A DAPRATOSECRETARY1
JOE SCOTTTREASURER1
DICK STEVENSVICE-PRESIDENT1
MIKE MOORHEADCLUB PRESIDENT AND TRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Rotary Foundation of Oakwood?

Rotary Foundation of Oakwood is a nonprofit organization focused on Community and economic development, based in DAYTON, OH. It holds $684K in total assets as of 2025.

How large is Rotary Foundation of Oakwood?

As of 2025, Rotary Foundation of Oakwood holds $684K in total assets with $66K in annual revenue. It awarded 3 grants totaling $23K in 2025.

Where does Rotary Foundation of Oakwood operate?

Rotary Foundation of Oakwood has awarded grants in Hawaii, Ohio.

What size grants does Rotary Foundation of Oakwood award?

In 2025, Rotary Foundation of Oakwood awarded 3 grants totaling $23K — an average of about $8K per grant, based on its IRS Form 990 filings.

What is Rotary Foundation of Oakwood's EIN?

Rotary Foundation of Oakwood's EIN (Employer Identification Number) is 31-1156701. IRS Form 990 filing data is available on this page for 2019–2025.

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Related Funders

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

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