Mission
To support youth in the area and community outreach
Public Charity
The Rotary Foundation of the Rotary Club of Monterey
Based in Monterey, CA, The Rotary Foundation of the Rotary Club of Monterey operates as a Public Charity. The organization reported $200K in revenue, $228K in expenses, $129K in total assets for fiscal year 2025. Imperigo tracks 19 reported grants from this foundation totaling approximately $334K.
EIN: 770554304
Monterey, CA
Fund Raising & Fund Distribution
NTEE: P12
Latest filing: 2025
Total Revenue$200K
Total Expenses$228K
Total Assets$129K
Grants Given19
Grant Total$334K
Filing Years2021–2025
Where $100 goes at The Rotary Foundation of the Rotary Club of Monterey
How The Rotary Foundation of the Rotary Club of Monterey divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$99
Programs
the work itself
$1
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $99 for programs
$83
Support community organizations
$16
Support youth through scholarships and other donations
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Before you apply to The Rotary Foundation of the Rotary Club of Monterey
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
Sample Grants Given
$55,641
$17,300
$12,000
$10,000
$10,000
Showing up to 5 of 19 total records — full history available with membership.
Officers & Directors
Director
Barbara Ostos
President
Dave Hober
Treasurer
David Betts
Director
Erik Johnsen
Director
Greg Ogden
Director
John Scherer
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $200K | $228K | $129K |
| 2024 | $146K | $156K | $157K |
| 2023 | $139K | $137K | $167K |
| 2022 | $155K | $124K | $163K |
| 2021 | $70K | $71K | $157K |
Between 2021 and 2025, reported annual revenue grew from $70K to $200K (+184%), with total assets most recently reported at $129K.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in CA, IL.
CAIL
Full geographic grant map with state-by-state breakdown available with membership.