Santa Rosa Lodge of Perfection #11

PETALUMA, CA EIN: 94-0283417 Website

Human services Personal services Transition planning Benefits planning

THE VALLEY OF SANTA ROSA OPERATES EXCLUSIVELY AS A SUBORDINATE ORGANIZATION OF THE SCOTTISH RITE OF FREEMASONRY, SUPREME COUNCIL 33RD DEGREE, SOUTHERN JURISDICTION, LOCATED IN WASHINGTON DC. OUR VALLEY IS A DOMESTIC FRATERNAL ORDER, WHICH IS DEVOTED TO RELIGIOUS, CHARITABLE SCIENTIFIC, LITERARY, EDUCATIONAL, AND FRATERNAL PURPOSES.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.5M

+6.3% YoY

Annual Giving

$25K

Grant Count

Avg Grant Size

$25K

About Santa Rosa Lodge of Perfection #11

Based on IRS filings

Santa Rosa Lodge of Perfection #11 is a nonprofit organization focused on Human services, based in PETALUMA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 1 grants totaling $25K. Net investment income was $122K.

Focus Areas

Human services Personal services Transition planning Benefits planning

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

District of Columbia $25K (100%)

States

District of Columbia

Cities

Washington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,457,617	$2,311,401	$2,255,080
Revenue	$148,888	$45,867	$63,445
Expenses	$152,999	$148,827	$107,566
Qualifying Distributions	—	—	—
Net Investment Income	$122,497	$19,011	$42,474
Distributable Amount	—	—	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Scottish Rite of Freemasonry ($25,000).

Recipient	Purpose	Amount
SCOTTISH RITE OF FREEMASONRY WASHINGTON, DC	DRIVE TO IMPROVE ITS ARCHIVES	$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
EUGENE JEANNE	GENERAL SECRETARY	20	$16,800
JEFFREY M SCHLOO	ASSISTANT SECRETARY	20	$8,400
RICHARD FONSECA	PERSONAL REPRESENTATIVE	20	—

Subject Areas

Focus areas based on grantmaking activity

Human services Personal services Transition planning Benefits planning

Frequently Asked Questions

What is Santa Rosa Lodge of Perfection #11?

Santa Rosa Lodge of Perfection #11 is a nonprofit organization focused on Human services, based in PETALUMA, CA. It holds $2.5M in total assets as of 2024.

How large is Santa Rosa Lodge of Perfection #11?

As of 2024, Santa Rosa Lodge of Perfection #11 holds $2.5M in total assets with $149K in annual revenue. It awarded 1 grants totaling $25K in 2024.

Where does Santa Rosa Lodge of Perfection #11 operate?

Santa Rosa Lodge of Perfection #11 has awarded grants in District of Columbia.

What size grants does Santa Rosa Lodge of Perfection #11 award?

In 2024, Santa Rosa Lodge of Perfection #11 awarded 1 grants totaling $25K — an average of about $25K per grant, based on its IRS Form 990 filings.

What is Santa Rosa Lodge of Perfection #11's EIN?

Santa Rosa Lodge of Perfection #11's EIN (Employer Identification Number) is 94-0283417. IRS Form 990 filing data is available on this page for 2020–2024.