The Patty & Joe Rotunda Charitable Trust
The Patty & Joe Rotunda Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AUSTIN, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $430K in total assets. In 2024, it awarded 2 grants totaling $110K. Net investment income was $10K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$430K
-17.0% YoY
Annual Giving
$110K
+266.7% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$55K
+83.3% YoY
About The Patty & Joe Rotunda Charitable Trust
Based on IRS filings
The Patty & Joe Rotunda Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AUSTIN, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $430K in total assets. In 2024, it awarded 2 grants totaling $110K. Net investment income was $10K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $430,152 | $518,232 | $542,466 |
| Revenue | $14,439 | $12,870 | $8,285 |
| Expenses | $117,830 | $37,104 | $56,496 |
| Qualifying Distributions | $111,942 | $31,837 | $47,625 |
| Net Investment Income | $10,251 | $9,427 | $7,694 |
| Distributable Amount | $36,051 | $34,647 | $36,212 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
11 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSEPH L ROTUNDA | TRUSTEE | 5 | — |
| PATRICIA C ROTUNDA | TRUSTEE | 5 | — |
| JOSEPH JASON ROTUNDA | SUCCESSOR TRUSTEE | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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