The Robert P Rotella Foundation

Private foundation · Grantmaker Bellevue, WA EIN: 61-6295351

The Robert P Rotella Foundation is a private foundation, based in Bellevue, WA. IRS filing data is available for 2020. In 2020, it awarded 3 grants totaling $8.8M. Net investment income was $9K.

The Robert P Rotella Foundation at a glance

In short: The Robert P Rotella Foundation gave $8.8M across 3 grants in 2020 (avg $2.9M), mostly in Indiana. Source: 2020 IRS Form 990-PF.

Annual giving (2020)
$8,832,025
Grants made (2020)
3
Average grant
$2,944,008
Median grant
$2,050
Primary geography
Indiana (100% of itemized 2020 grant dollars)
Latest 990 filing
Form 990-PF, 2020 View filing

Data from IRS Form 990-PF, 2020; updated September 2026.

Who The Robert P Rotella Foundation funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2020

Morgan Stanley Global Impact Funding Trust (Gift): $8.8MMorgan Stanley Global ImpactFunding Trust (Gift)$8.8MPearl S Buck International: $2KPearl S Buck International$2KBlue Sphere Foundation: $2KBlue Sphere Foundation$2K

The largest 2020 recipient was Morgan Stanley Global Impact Funding Trust (Gift) ($8.8M). Together the top 3 received $8.8M.

Grant Size Distribution

3 grants across all recorded years

2<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M1$5M+

The most common grant size was under $50K: 2 grants of 3 (67%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2020 grant dollars across all 3 itemized grants.

Cities

IndianapolisNew YorkPerkasie

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5M$5M$7.5M$10M3 grants2020

In 2020 it made 3 grants totaling $8.8M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Morgan Stanley Global Impact Funding Trust (Gift) Indianapolis, INUnrestricted$8,827,975
Pearl S Buck International Perkasie, PAUnrestricted$2,050
Blue Sphere Foundation New York, NYUnrestricted$2,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearRevenueExpensesGrants paidGrantsNet Investment Income
2020$9,974$8,916,695$8,832,0253$9,150

Leadership & Key People

Officers and directors from IRS filings

The Robert P Rotella Foundation's 2020 filing lists 2 officers; none of the 2 officers listed in 2020 report compensation.

Officers on the 2020 filing

  • Robert P. Rotella

    Trustee

    New on the 2020 filing

    0.3 hrs/week

    No compensation reported

  • Rosemarie C. Rotella

    Trustee

    New on the 2020 filing

    0.3 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020. "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 Robert P Rotella Foundation

How much does The Robert P Rotella Foundation give each year?

The Robert P Rotella Foundation gave $8.8M across 3 grants in 2020, according to its 2020 IRS Form 990-PF.

What is The Robert P Rotella Foundation's typical grant size?

The Robert P Rotella Foundation's median grant in 2020 was $2,050, and its average grant was $2,944,008, across 3 grants on its 2020 IRS Form 990-PF.

Where does The Robert P Rotella Foundation give grants?

The Robert P Rotella Foundation gives mostly in Indiana: 100% of the grant dollars itemized on its 2020 IRS Form 990-PF went to recipients there.

Does The Robert P Rotella Foundation give general operating support?

Yes: 100% of The Robert P Rotella Foundation's 2020 grants with a stated purpose (3 of 3) were for general or operating support, per its 2020 IRS Form 990-PF.

What is The Robert P Rotella Foundation's EIN?

The Robert P Rotella Foundation's EIN (Employer Identification Number) is 61-6295351. IRS Form 990 filing data is available on this page for 2020.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal year 2020

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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 Robert P Rotella Foundation'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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