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
Under IRS private-foundation payout rules, The Patty & Joe Rotunda Charitable Trust reported a distributable amount of $36K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Austin Pets Alive ($80,000), Safe in Austin Rescue Ranch ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AUSTIN PETS ALIVE AUSTIN, TX | TO FUND THE POSITION OF QUALITY CONTOL AT AUSTIN PETS ALIVE | $80,000 |
| SAFE IN AUSTIN RESCUE RANCH LEANDER, TX | SUPPORT THE ANNUAL FEED AND MEDICINE EXPENSE FOR ALL OF THEIR ANIMALS | $30,000 |
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
Frequently Asked Questions
What is 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. It holds $430K in total assets as of 2024.
How large is The Patty & Joe Rotunda Charitable Trust?
As of 2024, The Patty & Joe Rotunda Charitable Trust holds $430K in total assets with $14K in annual revenue. It awarded 2 grants totaling $110K in 2024.
Where does The Patty & Joe Rotunda Charitable Trust operate?
The Patty & Joe Rotunda Charitable Trust has awarded grants in Texas.
What size grants does The Patty & Joe Rotunda Charitable Trust award?
In 2024, The Patty & Joe Rotunda Charitable Trust awarded 2 grants totaling $110K — an average of about $55K per grant, based on its IRS Form 990 filings.
How much is The Patty & Joe Rotunda Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Patty & Joe Rotunda Charitable Trust reported a distributable amount of $36K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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