The Patty & Joe Rotunda Charitable Trust
The Patty & Joe Rotunda Charitable Trust is a private foundation, based in Austin, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $350K in total assets. In 2025, it awarded 3 grants totaling $135K. Net investment income was $69K.
The Patty & Joe Rotunda Charitable Trust at a glance
In short: The Patty & Joe Rotunda Charitable Trust gave $135K across 3 grants in 2025 (avg $45K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $135,000
- +22.7% vs 2024
- Grants made (2025)
- 3
- +50.0% vs 2024
- Average grant
- $45,000
- -18.2% vs 2024
- Median grant
- $30,000
- Total assets
- $350,414
- -18.5% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Patty & Joe Rotunda Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Austin Pets Alive ($80K). Together the top 3 received $135K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 9 grants of 12 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How The Patty & Joe Rotunda Charitable Trust gives
- Giving grew 193% from 2022 to 2025. Method
- In 2025 it paid out 365% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $30K (2020) to $135K (2025). In 2025 it made 3 grants totaling $135K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Austin Pets Alive Austin, TX | To be used for renewal of sponsorship of the quality of care director position | $80,000 |
| Safe in Austin Rescue Ranch Leander, TX | To be used for food and medication for the animals | $30,000 |
| Austin Sunshine Camps Austin, TX | For austin sunshine camps to send 17 children to overnight camp | $25,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $350,414 | $78,326 | $142,755 | $135,000 | 3 | $136,942 | $68,770 | $37,561 |
| 2024 | $430,152 | $14,439 | $117,830 | $110,000 | 2 | $111,942 | $10,251 | $36,051 |
| 2023 | $518,232 | $12,870 | $37,104 | $30,000 | 1 | $31,837 | $9,427 | $34,647 |
| 2022 | $542,466 | $8,285 | $56,496 | $46,000 | 3 | $47,625 | $7,694 | $36,212 |
| 2021 | $590,677 | $557,184 | $78,763 | $72,500 | 3 | $73,975 | $260,133 | $30,139 |
| 2020 | $368,424 | $20,411 | $35,589 | $30,000 | 2 | — | $13,422 | $24,237 |
Under IRS private-foundation payout rules, The Patty & Joe Rotunda Charitable Trust reported a distributable amount of $38K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Patty & Joe Rotunda Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Joseph Jason Rotunda
Trustee & Successor Trustee
On filings since 2020
5 hrs/week
No compensation reported
Patricia C. Rotunda
Trustee
On filings since 2020
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Patty & Joe Rotunda Charitable Trust
How much does The Patty & Joe Rotunda Charitable Trust give each year?
The Patty & Joe Rotunda Charitable Trust gave $135K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $110K across 2 grants.
What is The Patty & Joe Rotunda Charitable Trust's typical grant size?
The Patty & Joe Rotunda Charitable Trust's median grant in 2025 was $30,000, and its average grant was $45,000, across 3 grants on its 2025 IRS Form 990-PF.
Where does The Patty & Joe Rotunda Charitable Trust give grants?
The Patty & Joe Rotunda Charitable Trust gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Austin, TX (2 grants).
Does The Patty & Joe Rotunda Charitable Trust give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on The Patty & Joe Rotunda Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support.
How large is The Patty & Joe Rotunda Charitable Trust?
The Patty & Joe Rotunda Charitable Trust reported $350K in total assets on its 2025 IRS Form 990-PF. It paid out $137K in qualifying distributions that year, against a required minimum of $38K (roughly 5% of its investment assets).
What is The Patty & Joe Rotunda Charitable Trust's EIN?
The Patty & Joe Rotunda Charitable Trust's EIN (Employer Identification Number) is 61-6559074. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 3, 2026)
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