The Edina Rotary Foundation Inc
To provide funding for various international and domestic charitable causes and youth activities including camp enterprise.
The Edina Rotary Foundation Inc at a glance
In short: The Edina Rotary Foundation Inc gave $32K across 3 grants in 2025 (avg $11K), mostly in Minnesota. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $31,850
- +2.7% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $10,617
- +2.7% vs 2024
- Median grant
- $10,850
- Total assets
- $969,082
- +12.4% vs 2024
- Primary geography
- Minnesota (66% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who The Edina Rotary Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Edina Education Fund ($14K). Together the top 3 received $32K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 21 grants of 21 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How The Edina Rotary Foundation Inc gives
- Giving fell 30% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $24K (2019) to $86K (2021). In 2025 it made 3 grants totaling $32K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Edina Education Fund Edina, MN | General Purpose | $14,000 |
| Helps International Addison, TX | Guatemala Trip | $10,850 |
| Safe Families Alexandria, MN | General Purpose | $7,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $969,082 | $305,973 | $237,662 | $31,850 | 3 | $27,692 |
| 2024 | $862,240 | $225,262 | $194,629 | $31,000 | 3 | $16,857 |
| 2023 | $805,279 | $245,065 | $265,355 | $52,750 | 5 | $16,836 |
| 2022 | $786,639 | $244,916 | $230,422 | $45,500 | 5 | $26,235 |
| 2021 | $820,031 | $435,856 | $133,579 | $86,000 | 5 | $16,991 |
| 2020 | $489,034 | $253,220 | $170,186 | $36,500 | 4 | $20,286 |
| 2019 | $387,701 | $207,442 | $201,328 | $24,037 | 4 | $11,282 |
About The Edina Rotary Foundation Inc
Based on IRS filings
The Edina Rotary Foundation Inc is a public charity, based in Edina, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $969K in total assets. In 2025, it awarded 3 grants totaling $32K. Net investment income was $28K.
Leadership & Key People
Officers and directors from IRS filings
The Edina Rotary Foundation Inc's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Shelly Loberg
Officer
Director → Officer, 2021
On filings since 2020
2 hrs/week
No compensation reported
Lisa Walker
Officer
Director → Officer, 2023
On filings since 2021
2 hrs/week
No compensation reported
Paul Peterson
Officer
On filings since 2022
2 hrs/week
No compensation reported
Gerry Norton
Officer
On filings since 2024
2 hrs/week
No compensation reported
Erica Allenburg
Officer
New on the 2025 filing
2 hrs/week
No compensation reported
Former officers (27)
- Former: John Flynn (2019–2024) — Director
- Former: Sam Thompson (2019–2024) — Director
- Former: Joe Hayes (2020–2024) — Officer
- Former: Susan Stiles (2020–2024) — Director
- Former: Ryan Wilson (2023–2024) — Director
- Former: Mike Kallas (2024) — Director
- Former: Michael Stanzak (2019–2023) — Officer
- Former: Andre Brewer (2022–2023) — Director
- Former: Catherine Gump (2022–2023) — Director
- Former: John Buttolph (2023) — Director
- Former: Renee Harberts (2023) — Director
- Former: Jody Kern (2022) — Director
- Former: Paul Mooty (2022) — Director
- Former: Josh Sprague (2019–2021) — Officer
- Former: Kelley Burnett (2020–2021) — Director
- Former: Bonnie Rolstad (2021) — Director
- Former: Fredrick Sylvester (2021) — Director
- Former: Gary Pederson (2019–2020) — Director
- Former: Katy Campbell (2020) — Director
- Former: Kenny Smith (2020) — Director
- Former: Ann Platt (2019) — Director
- Former: David Clynes (2019) — Director
- Former: Jeff Ohe (2019) — Director
- Former: Jennifer Bennerotte (2019) — Director
- Former: Keith Benson (2019) — Director
- Former: San Asato (2019) — Officer
- Former: Steve Slyce (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "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 The Edina Rotary Foundation Inc
How much does The Edina Rotary Foundation Inc give each year?
The Edina Rotary Foundation Inc gave $32K across 3 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $31K across 3 grants.
What is The Edina Rotary Foundation Inc's typical grant size?
The Edina Rotary Foundation Inc's median grant in 2025 was $10,850, and its average grant was $10,617, across 3 grants on its 2025 IRS Form 990.
Where does The Edina Rotary Foundation Inc give grants?
The Edina Rotary Foundation Inc gives mostly in Minnesota: 66% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was Texas (34%).
Does The Edina Rotary Foundation Inc give general operating support?
Yes: 67% of The Edina Rotary Foundation Inc's 2025 grants with a stated purpose (2 of 3) were for general or operating support, per its 2025 IRS Form 990.
How large is The Edina Rotary Foundation Inc?
The Edina Rotary Foundation Inc reported $969K in total assets on its 2025 IRS Form 990. Its revenue that year was $306K.
What is The Edina Rotary Foundation Inc's EIN?
The Edina Rotary Foundation Inc's EIN (Employer Identification Number) is 41-1456869. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS May 2, 2022)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 1, 2024)
- Added Form 990 for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2019–2024
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