Sonoma Valley Rotary Service Fund Foundation

Public charity · Grantmaker Sonoma, CA EIN: 68-0343129

To promote and expand the charitable and public benefit projects and efforts carried on by the Rotary Club of Sonoma Valley.

Sonoma Valley Rotary Service Fund Foundation at a glance

In short: Sonoma Valley Rotary Service Fund Foundation reported $177K in grants paid in 2025 (a total; its filing lists no individual grants). Source: 2025 IRS Form 990.

Grants paid (2025)
$176,889 — reported as a total on the IRS filing, without an itemized list
Total assets
$133,463
+38.0% vs 2024
Revenue (2025)
$228,474
+46.9% vs 2024
Expenses (2025)
$195,243
+43.1% vs 2024
Latest 990 filing
Form 990, 2025 View filing

Data from IRS Form 990, 2025; updated September 2026.

Who Sonoma Valley Rotary Service Fund Foundation funds

How this funder distributes its grants

Grant Size Distribution

7 grants across all recorded years

7<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 7 grants of 7 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

SonomaGlen Ellen

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300KTotal only2021 4 grants2022 3 grants2023 0 grants2024 Total only2025

From 2021 to 2025, annual grant giving ranged from $15K (2023) to $201K (2021). In 2025 it reported $177K in grants paid, as a total without an itemized list.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Food For All —$5,000
Shelter Box USA —$5,000
Boys & Girls Club of Sonom —$5,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2025$133,463$228,474$195,243$176,889Total only—
2024$96,733$155,503$136,440———
2023—$110,867$87,335$15,0003$3
2022—$115,454$83,436$48,4754—
2021$29,768$192,299$330,840$200,500Total only—

"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.

About Sonoma Valley Rotary Service Fund Foundation

Based on IRS filings

Sonoma Valley Rotary Service Fund Foundation is a public charity focused on Education, based in Sonoma, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $133K in total assets. In 2025, it reported $177K in grants paid as a total on its IRS filing, without an itemized list.

Focus Areas

Leadership & Key People

Officers and directors from IRS filings

Sonoma Valley Rotary Service Fund Foundation is led by Charles Goodwin, President on the 2025 filing; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Charles Goodwin

    President

    New on the 2025 filing

    2 hrs/week

    No compensation reported

  • Alexander McAndrew

    Chief Financial Officer

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Vicki Whiting

    Secretary

    Director → Secretary, 2024

    On filings since 2023

    2 hrs/week

    No compensation reported

Former officers (12)
  • Former: Jim Carruthers (2022–2024) — President
  • Former: Scott Murray (2022–2023) — President
  • Former: Therese Nugent (2022–2023) — Director
  • Former: Alec McAndrew (2022) — Treasurer
  • Former: Bill Hammett (2022) — Secretary
  • Former: Byron Hancock (2021) — Director
  • Former: David Meeks (2021) — Director
  • Former: Gary Scott (2021) — Director
  • Former: Jon Parker (2021) — Director
  • Former: Marck Zuehlsdorff (2021) — Director
  • Former: Ron Lawson (2021) — President
  • Former: Sam Morphy (2021) — Treasurer

Data from IRS Form 990 filings, 2021–2025. "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 Sonoma Valley Rotary Service Fund Foundation

How much does Sonoma Valley Rotary Service Fund Foundation give each year?

Sonoma Valley Rotary Service Fund Foundation reported $177K in grants paid in 2025 on its 2025 IRS Form 990, as a total without an itemized list of grants.

How large is Sonoma Valley Rotary Service Fund Foundation?

Sonoma Valley Rotary Service Fund Foundation reported $133K in total assets on its 2025 IRS Form 990. Its revenue that year was $228K.

What is Sonoma Valley Rotary Service Fund Foundation?

Sonoma Valley Rotary Service Fund Foundation is a public charity focused on Education, based in Sonoma, CA. It holds $133K in total assets as of 2025.

Where does Sonoma Valley Rotary Service Fund Foundation operate?

Sonoma Valley Rotary Service Fund Foundation has awarded grants in California.

What is Sonoma Valley Rotary Service Fund Foundation's EIN?

Sonoma Valley Rotary Service Fund Foundation's EIN (Employer Identification Number) is 68-0343129. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2021 (received by the IRS November 8, 2021)
  2. Updated Form 990 for fiscal year 2025 (received by the IRS December 10, 2025)
  3. IRS filings on file for fiscal years 2021–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Sonoma Valley Rotary Service Fund Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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