The Orange Rotary Charitable Trust

Public charity · Grantmaker Orange, CA EIN: 27-3143523

Orange Rotary Charitable Trust will operate as a public charity, accepting tax-deductible contributions from the public to fund a wide variety of charitable projects in the orange area.

The Orange Rotary Charitable Trust at a glance

In short: The Orange Rotary Charitable Trust reported $4K in grants paid in 2025 (a total; its filing lists no individual grants). Source: 2025 IRS Form 990.

Grants paid (2025)
$3,600 — reported as a total on the IRS filing, without an itemized list
-76.0% vs 2024
Total assets
$181,500
+7.4% vs 2024
Revenue (2025)
$21,336
-4.9% vs 2024
Net investment income (2025)
$10,886
-30.2% vs 2024
Expenses (2025)
$8,797
-63.9% vs 2024
Latest 990 filing
Form 990, 2025 View filing

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

Who The Orange Rotary Charitable Trust funds

How this funder distributes its grants

Grant Size Distribution

1 grant across all recorded years

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

The most common grant size was under $50K: 1 grant of 1 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Tustin

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K0 grants2019 Total only2020 0 grants2021 0 grants2022 0 grants2023 1 grant2024 Total only2025

From 2020 to 2025, annual grant giving ranged from $3K (2020) to $15K (2024). In 2025 it reported $4K 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
Homeaid Orange County Tustin, CATo support the organization to create safe and dignified housing for those who are at risk of or are experiencing homelessness.$15,000
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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$181,500$21,336$8,797$3,600Total only$10,886
2024$168,961$22,435$24,378$15,0001$15,585
2023$170,904$1,988$4,608——$-1,412
2022$173,524$-1,181$7,779——$-3,281
2021$182,484$37,940$5,782——$35,890
2020$150,326$8,306$9,004$3,000Total only$4,306
2019$151,024$6,359$9,968——$1,734

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

About The Orange Rotary Charitable Trust

Based on IRS filings

The Orange Rotary Charitable Trust is a public charity focused on Community Improvement & Capacity Building, based in Orange, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $182K in total assets. In 2025, it reported $4K in grants paid as a total on its IRS filing, without an itemized list. Net investment income was $11K.

Leadership & Key People

Officers and directors from IRS filings

The Orange Rotary Charitable Trust is led by Michael Schmitt, President since 2025 (on filings since 2019); none of the 7 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Michael Schmitt

    President

    Chairman → President-Elect, 2024

    President-Elect → President, 2025

    On filings since 2019

    1 hr/week

    No compensation reported

  • Craig Shipcott

    Chairman

    Director → Past President, 2023

    Past President → Chairman, 2024

    On filings since 2019

    No compensation reported

  • Carolyn Cavecche

    Past President

    Immediate Past President → Past President, 2023

    On filings since 2019

    No compensation reported

  • Danny Spud Lambing

    Past President

    President → Past President, 2022

    On filings since 2020

    No compensation reported

  • Randy Straight

    Past President

    Director → Past President, 2023

    On filings since 2020

    No compensation reported

  • Pat Buttress

    Past President

    President Elect → Past President, 2023

    On filings since 2022

    No compensation reported

  • Moira Singer

    President-Elect

    New on the 2025 filing

    No compensation reported

Former officers (10)
  • Former: Jim Gilmore (2024) — President
  • Former: Ankit Shah (2019–2023) — Past President
  • Former: Mark Wallace (2019–2022) — President
  • Former: Donald Hunsberger (2020–2022) — Director
  • Former: Larry Tannas (2019–2021) — Director
  • Former: Cliff Nelson (2019) — Director
  • Former: John Burt (2019) — Director
  • Former: Lloyd Chandler (2019) — Director
  • Former: Ron Lacey (2019) — Secretary
  • Former: Spud Lambing (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 Orange Rotary Charitable Trust

How much does The Orange Rotary Charitable Trust give each year?

The Orange Rotary Charitable Trust reported $4K in grants paid in 2025 on its 2025 IRS Form 990, as a total without an itemized list of grants. In 2024 it gave $15K across 1 grant.

How large is The Orange Rotary Charitable Trust?

The Orange Rotary Charitable Trust reported $182K in total assets on its 2025 IRS Form 990. Its revenue that year was $21K.

What is The Orange Rotary Charitable Trust?

The Orange Rotary Charitable Trust is a public charity focused on Community Improvement & Capacity Building, based in Orange, CA. It holds $182K in total assets as of 2025.

Where does The Orange Rotary Charitable Trust operate?

The Orange Rotary Charitable Trust has awarded grants in California.

What is The Orange Rotary Charitable Trust's EIN?

The Orange Rotary Charitable Trust's EIN (Employer Identification Number) is 27-3143523. IRS Form 990 filing data is available on this page for 2019–2025.

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

Data update history

(5)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2024 (received by the IRS May 15, 2025)
  2. Added Form 990 for fiscal year 2019 (received by the IRS March 11, 2020)
  3. Updated Form 990 for fiscal year 2020 (received by the IRS April 20, 2021)
  4. Added Form 990 for fiscal year 2025 (received by the IRS May 12, 2026)
  5. IRS filings on file for fiscal years 2020–2024

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

Figures come from The Orange Rotary Charitable Trust'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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