Thousand Oaks Rotary Foundation
To provide scholarship awards to individuals and grants to other non profit organizations.
Key facts about Thousand Oaks Rotary Foundation
In short: Thousand Oaks Rotary Foundation gave $73K across 3 grants in 2025 (avg $24K), mostly in California. Source: 2025 IRS Form 990.
- EIN
- 77-0297455
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $72,746
- Grants made (2025)
- 3
- Average grant
- $24,249
- Median grant
- $21,000
- Total assets
- $1,020,079
- Primary geography
- California (71% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$1.0M
+6.2% YoY
Annual Giving
$73K
+254.4% YoY
Grant Count
3
+200.0% YoY
Avg Grant Size
$24K
+18.1% YoY
How Thousand Oaks Rotary Foundation gives
- Giving held roughly steady from 2022 to 2025 (+16%). Method
From the foundation's IRS Form 990 filings. Methodology.
About Thousand Oaks Rotary Foundation
Based on IRS filings
Thousand Oaks Rotary Foundation is a public charity focused on Human Services, based in Thousand Oaks, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 3 grants totaling $73K. Net investment income was $97K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $21K (2024) to $82K (2023). In 2025 it made 3 grants totaling $73K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was New West Symphony ($31K). Together the top 3 received $73K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New West Symphony Thousand Oaks, CA | Funds for Van Purchase Music EXP. | $31,137 |
| Rotary International Found Chicago, IL | Buil Hospital | $21,000 |
| Ventura Cnty Special Olympics Ventura, CA | Special Olympics | $20,609 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,020,079 | $960,387 | $905,766 |
| Revenue | $177,075 | $117,186 | $83,142 |
| Expenses | $119,476 | $49,395 | $97,469 |
| Net Investment Income | $96,532 | $31,293 | $-5,930 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Officers and directors from IRS filings
Thousand Oaks Rotary Foundation is led by Robert Lewis, President since 2024 (on filings since 2023); none of the 14 officers listed in 2025 report compensation.
Officers on the 2025 filing
Robert Lewis
President
Board Member → President, 2024
On filings since 2023
2 hrs/week
No compensation reported
David Wender
Board Member
Treasurer → Board Member, 2025
On filings since 2021
2 hrs/week
$2K (2021) → $0 (2025)
David Stowell
Board Member
On filings since 2021
2 hrs/week
No compensation reported
Judy St John
Board Member
On filings since 2021
2 hrs/week
No compensation reported
Martin Anderson
Board Member
President → Board Member, 2024
On filings since 2021
2 hrs/week
No compensation reported
Roger Benson
Board Member
On filings since 2021
2 hrs/week
No compensation reported
Susan Murata
Board Member
On filings since 2021
2 hrs/week
No compensation reported
Vicky Arndt
Secretary
On filings since 2021
2 hrs/week
No compensation reported
Herb Gooch
Board Member
On filings since 2022
2 hrs/week
No compensation reported
John Bradley
Board Member
On filings since 2023
2 hrs/week
No compensation reported
Paul Dryman
Board Member
On filings since 2024
2 hrs/week
No compensation reported
Jason Corey
Treasurer
New on the 2025 filing
2 hrs/week
No compensation reported
Laura Conway
Board Member
New on the 2025 filing
2 hrs/week
No compensation reported
Patricia Jones
Board Member
New on the 2025 filing
2 hrs/week
No compensation reported
Former officers (9)
- Former: Karen Furnari (2021–2024) — Board Member
- Former: Ken Kossoff (2023–2024) — Fdtn Committee Chair
- Former: Mike Murphy (2021–2023) — Board Member
- Former: Kt Connor (2021–2022) — Fdtn Committee Chair
- Former: Nate Harimoto (2021–2022) — Board Member
- Former: Neal Scribner (2021–2022) — Board Member
- Former: Judy Lazar (2022) — Board Member
- Former: Richard Williams (2021) — Board Member
- Former: Tim Weaver (2021) — Board Member
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2022 IRS filing
The highest reported compensation on the 2022 filing was $2K, to David Wender (Treasurer).
Frequently asked questions about Thousand Oaks Rotary Foundation
How much does Thousand Oaks Rotary Foundation give each year?
Thousand Oaks Rotary Foundation gave $73K across 3 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $21K across 1 grant.
What is Thousand Oaks Rotary Foundation's typical grant size?
Thousand Oaks Rotary Foundation's median grant in 2025 was $21,000, and its average grant was $24,249, across 3 grants on its 2025 IRS Form 990.
Where does Thousand Oaks Rotary Foundation give grants?
Thousand Oaks Rotary Foundation gives mostly in California: 71% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was Illinois (29%).
Does Thousand Oaks Rotary Foundation give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Thousand Oaks Rotary Foundation's 2025 IRS Form 990 were described as general or operating support.
How large is Thousand Oaks Rotary Foundation?
Thousand Oaks Rotary Foundation reported $1.0M in total assets on its 2025 IRS Form 990. Its revenue that year was $177K.
What is Thousand Oaks Rotary Foundation?
Thousand Oaks Rotary Foundation is a public charity focused on Human Services, based in Thousand Oaks, CA. It holds $1.0M in total assets as of 2025.
What is Thousand Oaks Rotary Foundation's EIN?
Thousand Oaks Rotary Foundation's EIN (Employer Identification Number) is 77-0297455. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Thousand Oaks Rotary Foundation by hand.
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