Wilbraham Rotary Memorial

Private foundation · Grantmaker Wilbraham, MA EIN: 22-2633046

Wilbraham Rotary Memorial is a private foundation, based in Wilbraham, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $340K in total assets. In 2025, it awarded 1 grant totaling $20K. Net investment income was $36K.

Wilbraham Rotary Memorial at a glance

In short: Wilbraham Rotary Memorial gave $20K across 1 grant in 2025 (avg $20K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$20,375
+23.5% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$20,375
+23.5% vs 2024
Median grant
$20,375
Total assets
$340,118
+4.7% vs 2024
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Wilbraham Rotary Memorial funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Rotary Club of Wilbraham: $20KRotary Club of Wilbraham$20K

The largest 2025 recipient was Rotary Club of Wilbraham ($20K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

Cities

Wilbraham

How Wilbraham Rotary Memorial gives

  • Giving grew 51% from 2022 to 2025. Method
  • In 2025 it paid out 176% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $14K (2019) to $20K (2025). In 2025 it made 1 grant totaling $20K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Rotary Club of Wilbraham Wilbraham, MAScholarships$20,375
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$340,118$45,197$29,787$20,3751$29,555$36,288$16,768
2024$324,708$36,835$28,421$16,5001$16,500$28,940$17,109
2023$316,294$25,253$24,357$13,5001$13,500$15,169$15,405
2022$315,398$26,043$20,521$13,5001$13,500$12,301$15,297
2021$309,876$51,333$19,564$13,5001$13,500$19,468$14,122
2020$278,107$62,529$22,167$13,5001—$8,451$12,488
2019$237,745$41,282$29,178$13,5001—$4,276$11,213

Under IRS private-foundation payout rules, Wilbraham Rotary Memorial reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Wilbraham Rotary Memorial is led by Charles Bennett, President on every filing since 2019; none of the 9 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Charles Bennett

    President

    On filings since 2019

    No compensation reported

  • Ann Marie Ottoson

    Director

    On filings since 2019

    No compensation reported

  • Larry Ottson

    Director

    On filings since 2019

    No compensation reported

  • James Robinson

    Director

    On filings since 2021

    No compensation reported

  • Tim Tracy

    Director

    On filings since 2023

    No compensation reported

  • Kevin Trombly

    Director

    On filings since 2024

    No compensation reported

  • Chris O'Connor

    Director

    New on the 2025 filing

    No compensation reported

  • Brad Sperry

    Vice President

    On filings since 2019

    No compensation reported

  • Diane Ryan

    Treasurer

    On filings since 2019

    No compensation reported

Former officers (11)
  • Former: Alan Kane (2022–2024) — Director
  • Former: Tracey Wrzesien (2020–2022) — Director
  • Former: Deborah Deschamps (2021–2022) — Director
  • Former: Walter Markett (2021) — Director
  • Former: Scott Ganhao (2019–2020) — Director
  • Former: Tyler Witkop (2019–2020) — Director
  • Former: Zbigniew Kielczewski (2019–2020) — Director
  • Former: Patti Diotalevi (2019) — Director
  • Former: Rich Friedman (2019) — Director
  • Former: Ron Serra (2019) — Director
  • Former: Virginia Leung (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 Wilbraham Rotary Memorial

How much does Wilbraham Rotary Memorial give each year?

Wilbraham Rotary Memorial gave $20K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 1 grant.

How large is Wilbraham Rotary Memorial?

Wilbraham Rotary Memorial reported $340K in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $17K (roughly 5% of its investment assets).

Where does Wilbraham Rotary Memorial operate?

Wilbraham Rotary Memorial has awarded grants in Massachusetts.

What is Wilbraham Rotary Memorial's EIN?

Wilbraham Rotary Memorial's EIN (Employer Identification Number) is 22-2633046. IRS Form 990 filing data is available on this page for 2019–2025.

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

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 7, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS September 4, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 12, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 27, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 20, 2024)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Wilbraham Rotary Memorial'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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