The Rotary Foundation of the Rotary Club of Monterey
To support youth in the area and community outreach
The Rotary Foundation of the Rotary Club of Monterey at a glance
In short: The Rotary Foundation of the Rotary Club of Monterey gave $135K across 8 grants in 2025 (avg $17K), mostly in California. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $134,615
- +124.4% vs 2024
- Grants made (2025)
- 8
- +700.0% vs 2024
- Average grant
- $16,827
- -72.0% vs 2024
- Median grant
- $10,000
- Total assets
- $128,969
- -17.9% vs 2024
- Primary geography
- California (59% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who The Rotary Foundation of the Rotary Club of Monterey funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Rotary International ($56K). Together the top 8 received $135K.
Grant Size Distribution
18 grants across all recorded years
The most common grant size was under $50K: 16 grants of 18 (89%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
States
Cities
How The Rotary Foundation of the Rotary Club of Monterey gives
- Giving grew 557% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $5K (2019) to $135K (2025). In 2025 it made 8 grants totaling $135K.
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
| Recipient | Purpose | Amount |
|---|---|---|
| Rotary International Evanston, IL | — | $55,641 |
| I-Help Monterey, CA | — | $17,300 |
| Monterey High School Music Monterey, CA | — | $12,000 |
| Dentistry 4 Vets Marina, CA | — | $10,000 |
| MEarth Carmel, CA | — | $10,000 |
| The Village Project Seaside, CA | — | $10,000 |
| Palenke Arts Seaside, CA | — | $9,974 |
| Martin Hurd Fund Monterey, CA | — | $9,700 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $128,969 | $199,940 | $227,984 | $134,615 | 8 | $1,814 |
| 2024 | $157,013 | $145,560 | $155,868 | $60,000 | 1 | $305 |
| 2023 | $167,321 | $139,467 | $136,631 | $45,589 | 4 | $117 |
| 2022 | $163,011 | $154,897 | $124,222 | $20,501 | 3 | $127 |
| 2021 | $157,494 | $70,432 | $70,956 | $16,744 | 2 | $126 |
| 2020 | $153,385 | $90,071 | $75,178 | $5,000 | Total only | $107 |
| 2019 | $117,936 | $102,376 | $103,057 | $5,000 | Total only | $131 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About The Rotary Foundation of the Rotary Club of Monterey
Based on IRS filings
The Rotary Foundation of the Rotary Club of Monterey is a public charity focused on Human Services, based in Monterey, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $129K in total assets. In 2025, it awarded 8 grants totaling $135K. Net investment income was $2K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
The Rotary Foundation of the Rotary Club of Monterey is led by Dave Hober, President since 2025 (on filings since 2019); none of the 12 officers listed in 2025 report compensation.
Officers on the 2025 filing
Dave Hober
President
Director → Director & President, 2024
Director & President → President, 2025
On filings since 2019
10 hrs/week
No compensation reported
Jonathan Geisler
President
Director → President, 2024
On filings since 2019
10 hrs/week
No compensation reported
John Scherer
Director
On filings since 2022
3 hrs/week
No compensation reported
Barbara Ostos
Director
On filings since 2024
3 hrs/week
No compensation reported
Greg Ogden
Director
On filings since 2024
3 hrs/week
No compensation reported
Mitchell Friedman
Director
On filings since 2024
3 hrs/week
No compensation reported
Ralph Keill Jr.
Director
On filings since 2024
3 hrs/week
No compensation reported
Shyam Kamath
Director
On filings since 2024
3 hrs/week
No compensation reported
Erik Johnsen
Director
New on the 2025 filing
3 hrs/week
No compensation reported
Renata Barnwell
Secretary
On filings since 2019
7 hrs/week
No compensation reported
Ron Coulter
Treasurer
Director → Treasurer, 2025
On filings since 2023
3 hrs/week
No compensation reported
David Betts
Treasurer
On filings since 2024
5 hrs/week
No compensation reported
Former officers (20)
- Former: Phil Deppert (2024) — Treasurer
- Former: Dino Pick (2020–2023) — President
- Former: Dean Roylance (2021–2023) — Treasurer
- Former: Dennis McCarthy (2021–2023) — President
- Former: Katy Castagna (2021–2023) — Director
- Former: Adam Hughes (2022–2023) — Director
- Former: Kiran Kamath (2022–2023) — Director
- Former: Marco Lucido (2023) — Director
- Former: Nathan Kadlecek (2023) — Director
- Former: Phillip Deppert (2023) — Treasurer
- Former: Matthew Nelson (2020–2022) — Director
- Former: Debi Kennedy (2021–2022) — Director
- Former: Eduardo Ochoa (2021–2022) — Director
- Former: Lew Bauman (2019–2021) — Director
- Former: Marilynn Gustafson (2019–2021) — Director
- Former: Terry Ryan (2019–2021) — Director
- Former: J Alan Fagan (2019–2020) — Treasurer
- Former: Jon Giffen (2019–2020) — Director
- Former: Peter Armbrust (2019–2020) — Director
- Former: Ben Nurse (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 Rotary Foundation of the Rotary Club of Monterey
How much does The Rotary Foundation of the Rotary Club of Monterey give each year?
The Rotary Foundation of the Rotary Club of Monterey gave $135K across 8 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $60K across 1 grant.
What is The Rotary Foundation of the Rotary Club of Monterey's typical grant size?
The Rotary Foundation of the Rotary Club of Monterey's median grant in 2025 was $10,000, and its average grant was $16,827, across 8 grants on its 2025 IRS Form 990.
Where does The Rotary Foundation of the Rotary Club of Monterey give grants?
The Rotary Foundation of the Rotary Club of Monterey gives mostly in California: 59% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was Illinois (41%). The most frequent recipient cities were Monterey, CA (3 grants) and Seaside, CA (2 grants).
Who are The Rotary Foundation of the Rotary Club of Monterey's largest grantees?
The Rotary Foundation of the Rotary Club of Monterey's largest 2025 grantees include Rotary International ($55,641), I-Help ($17,300) and Monterey High School Music ($12,000), according to its 2025 IRS Form 990. Together they received 63% of its itemized 2025 grant dollars.
How large is The Rotary Foundation of the Rotary Club of Monterey?
The Rotary Foundation of the Rotary Club of Monterey reported $129K in total assets on its 2025 IRS Form 990. Its revenue that year was $200K.
What is The Rotary Foundation of the Rotary Club of Monterey?
The Rotary Foundation of the Rotary Club of Monterey is a public charity focused on Human Services, based in Monterey, CA. It holds $129K in total assets as of 2025.
What is The Rotary Foundation of the Rotary Club of Monterey's EIN?
The Rotary Foundation of the Rotary Club of Monterey's EIN (Employer Identification Number) is 77-0554304. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS May 21, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS April 29, 2021)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 15, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS February 12, 2026)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 15, 2023)
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