Waukesha Rotary Club Charitable Fund Inc
Waukesha Rotary Club Charitable Fund Inc is a Waukesha, Wisconsin-based public charity that raises funds and makes grants to organizations providing charitable services to individuals and communities. Its filing type is Form 990-EZ (a small public charity).
Waukesha Rotary Club Charitable Fund Inc at a glance
- Total assets
- $94,552
- +0.7% vs 2024
- Revenue (2025)
- $38,740
- +10.3% vs 2024
- Expenses (2025)
- $33,320
- -0.2% vs 2024
- Latest 990 filing
- Form 990-EZ, 2025 View filing
Data from IRS Form 990-EZ, 2025; updated October 2026.
How to apply to Waukesha Rotary Club Charitable Fund Inc
- Contact
Mailing address: 1601 Michigan Avenue, Waukesha, WI 53188
Phone: (262) 853-1705
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Waukesha Rotary Club Charitable Fund Inc funds
How this funder distributes its grants
Grant Size Distribution
48 grants across all recorded years
The most common grant size was under $50K: 48 grants of 48 (100%).
Geographic Focus
Where this funder awards grants
The fund is based in Waukesha, Wisconsin. Its 2024 filing narrative describes domestic and international grant activity. Named grants and 2025 projects include organizations and services in Waukesha County and nearby communities.
Grant Distribution by State
Cities
How Waukesha Rotary Club Charitable Fund Inc gives
- 75% of 2023 grantees were also funded in 2022. Method
- Giving held roughly steady from 2020 to 2023 (−20%). Method
- In 2022 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990 filings (2023). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2023, annual grant giving ranged from $35K (2023) to $56K (2022). In 2023 it made 21 grants totaling $35K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| World Affairs Seminar Milwaukee, WI | Youth ActivitiesTuition for 2 Student | $4,180 |
| Rotary Club of Milwaukee Milwaukee, WI | Guatemala Water Project | $4,000 |
| Habitat for Humanity Waukesha, WI | Operations | $3,000 |
| Blessings in a Backpack Waukesha, WI | Operations | $2,500 |
| The Rotary Foundation Chicago, IL | EREY 475Polio Plus 1540 | $2,015 |
| Family Promise of Waukesha Waukesha, WI | Operations | $2,000 |
| The Womens Center Waukesha, WI | Operations | $2,000 |
| Bryon Riesch Paralysis Foundation Waukesha, WI | Operations | $1,500 |
| Lake Area Free Clinic Oconomowoc, WI | Operations | $1,500 |
| Literary Services of WI Milwaukee, WI | Operations | $1,500 |
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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 | $94,552 | $38,740 | $33,320 | — | — | — | — | — |
| 2024 | $93,917 | $35,132 | $33,392 | — | — | — | — | — |
| 2023 | $94,696 | $150,096 | $154,989 | $34,795 | 21 | — | — | $3,326 |
| 2022 | $89,036 | $158,460 | $166,119 | $56,183 | 25 | $56,183 | $6 | $4,008 |
| 2021 | $100,242 | $37,305 | $46,167 | $34,910 | 2 | — | $9 | $3,349 |
| 2020 | $87,960 | $184,631 | $184,135 | $43,245 | 23 | — | $53 | $4,602 |
| 2019 | $108,249 | $186,345 | $170,142 | $34,918 | 25 | — | $103 | $3,834 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The organization states its mission as “GRANT FUNDS TO NONPROFIT ORGANIZATIONS.” Its filing describes fundraising to enable grants to organizations providing charitable services to individuals and communities.
Its 2023 grants included, among others, a housing organization, health clinics, a domestic- and sexual-violence support organization, a paralysis research and assistance foundation, a senior-services network, and a wildlife rehabilitation and education center. These descriptions reflect the grantees’ own stated missions. The fund’s website lists 2025 projects involving mental health counseling, support for children in foster care or adoption, dental services, food distribution, housing, older-adult education, breast cancer screening, free health care, library books, wildlife education, and music opportunities.
Grantmaking
The 2023 filing reports $34,795 in grants across 21 grants, an average of about $1,657 per grant. Among the named 2023 awards were $4,000 to Rotary Club of Milwaukee, $3,000 to Habitat for Humanity in Monroe, $2,000 to The Women’s Center Inc, $1,500 each to Bryon Riesch Paralysis Foundation Inc and Lake Area Free Clinic Inc, and $1,000 each to Rotary Club of Milwaukee and ERAS Senior Network Inc. Wildlife in Need Center Ltd received $600.
The club’s website lists 2025 grant recipients including Carroll University, Chosen Inc, Community Smiles Dental, Habitat for Humanity of Waukesha County, ProHealth Care Foundation, Waukesha Free Clinic, Waukesha Public Library, Wildlife in Need Center, and Wisconsin Philharmonic. The listed projects describe the intended uses of funding; award amounts are not provided on that page.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Paul Senger as vice president, treasurer, and director; Lori Kasun as president and director; Kara Krause as secretary; and Shawn Reilly, Jim Sebert, Michael Egly, Melissa Baxter, Michael Moro, Michelle Morgan, and Akhildev Remesan as directors.
Waukesha Rotary Club Charitable Fund Inc's 2025 filing lists 10 officers; none of the 10 officers listed in 2025 report compensation.
Officers on the 2025 filing
Michelle Morgan
Director
Board Member → Director, 2025
On filings since 2019
No compensation reported
Akhildev Remesan
Director
New on the 2025 filing
No compensation reported
Jim Sebert
Director
New on the 2025 filing
No compensation reported
Melissa Baxter
Director
New on the 2025 filing
No compensation reported
Michael Egly
Director
New on the 2025 filing
No compensation reported
Michael Moro
Director
New on the 2025 filing
No compensation reported
Shawn Reilly
Director
New on the 2025 filing
No compensation reported
Lori Kasun
Presidentdirector
Club President Elect → Vice Presidentdirector, 2023
Vice Presidentdirector → Presidentdirector, 2025
On filings since 2021
5 hrs/week
No compensation reported
Paul Senger
Vice Presidenttreasurerdirector
Secreetarytreasurerdirector → Vice Presidenttreasurerdirector, 2025
On filings since 2023
2 hrs/week
No compensation reported
Kara Krause
Secretary
New on the 2025 filing
No compensation reported
Former officers (24)
- Former: Shelly Tallinger (2019–2024) — Board Member
- Former: Karen Treadwell (2020–2024) — Board Member
- Former: Ken Genin (2020–2024) — President Director
- Former: Cathy Waller (2022–2024) — Director
- Former: Keith Rupple (2022–2024) — Board Member
- Former: Amanda Roddy (2023–2024) — Board Member
- Former: Lynn Sigfred (2023–2024) — Director
- Former: Mike Thurston (2023–2024) — Director
- Former: Patti Lock (2023–2024) — Director
- Former: Terry Inman (2023–2024) — Board Member
- Former: Peter Bosch (2019–2022) — President
- Former: Thomas Hicken (2019–2022) — Secreetarytreasurer
- Former: Diane McGeen (2021–2022) — Board Member
- Former: Mike Kruse (2021–2022) — Clun President
- Former: Gary Olsen (2019–2021) — Secretary · Filing note: Deceased
- Former: Paul Hoefle (2019–2021) — President
- Former: Kip Rupple (2020–2021) — Board Member
- Former: Rick Verthein (2020–2021) — Board Member
- Former: Tammy Perez (2020–2021) — Board Member
- Former: Cathy Priem (2019–2020) — Board Member
- Former: Mary Baer (2019–2020) — President
- Former: Tom Dieckelman (2019–2020) — Board Member
- Former: Kathy Gale (2019) — President
- Former: Tom Michaels (2019) — Board Member
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 Waukesha Rotary Club Charitable Fund Inc
How large is Waukesha Rotary Club Charitable Fund Inc?
Waukesha Rotary Club Charitable Fund Inc reported $95K in total assets on its 2025 IRS Form 990-EZ. Its revenue that year was $39K.
What does Waukesha Rotary Club Charitable Fund Inc fund?
The organization states its mission as “GRANT FUNDS TO NONPROFIT ORGANIZATIONS.” Its filing describes fundraising to enable grants to organizations providing charitable services to individuals and communities. See mission & focus areas ↑
How do I apply for a grant from Waukesha Rotary Club Charitable Fund Inc?
Waukesha Rotary Club Charitable Fund Inc has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
Where does Waukesha Rotary Club Charitable Fund Inc make grants?
The fund is based in Waukesha, Wisconsin. Its 2024 filing narrative describes domestic and international grant activity. Named grants and 2025 projects include organizations and services in Waukesha County and nearby communities.
What is Waukesha Rotary Club Charitable Fund Inc's EIN?
Waukesha Rotary Club Charitable Fund Inc's EIN (Employer Identification Number) is 39-6076427. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 18, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-EZ for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-EZ for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2019–2024
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