Private Foundation

PALO ALTO ROTARY ENDOWMENT FUNDINC

PALO ALTO ROTARY ENDOWMENT FUNDINC is a private foundation categorized as Private Foundation based in PALO ALTO, CA. Its most recent IRS filing (2025) reports revenue of $106K, expenses of $69K, total assets of $1.3M. Imperigo tracks 7 reported grants from this foundation totaling approximately $344K.

EIN: 942815253 PALO ALTO, CA Latest filing: 2025
Total Revenue$106K
Total Expenses$69K
Total Assets$1.3M
Grants Given7
Grant Total$344K
Filing Years2020–2025

Sample Grants Given

PALO ALTO ROTARY CLUB ANNUAL CHARIT
PALO ALTO, CA · 2024
CHARITABLE GIVING
$62,000
PALO ALTO ROTARY CLUB ANNUAL CHARIT
PALO ALTO, CA · 2023
CHARITABLE GIVING
$57,000
PALO ALTO ROTARY CLUB ANNUAL CHARIT
PALO ALTO, CA · 2020
CHARITABLE GIVING
$49,000
PALO ALTO ROTARY CLUB ANNUAL CHARIT
PALO ALTO, CA · 2019
CHARITABLE GIVING
$43,000
PALO ALTO ROTARY CLUB ANNUAL CHARIT
PALO ALTO, CA · 2018
CHARITABLE GIVING
$44,242

Showing up to 5 of 7 total records — full history available with membership.

Officers & Directors

PRESIDENT Betsy Bechtel
BOARD MEMBER Dana Tom
BOARD MEMBER Julie Jerome
BOARD MEMBER Liz Kniss
TREASURER Michael J Mcmahon
BOARD MEMBER Patty Mcguigan

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHARITABLE GIVING
$344,227 7 grants

Financial Trends

Year Revenue Expenses Assets
2025 $106K $69K $1.3M
2024 $137K $64K $1.2M
2023 $55K $59K $1.2M
2021 $83K $55K $1.1M
2020 $112K $48K $927K

Between 2020 and 2025, reported annual revenue declined from $112K to $106K (-5%), with total assets most recently reported at $1.3M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA.

CA

Full geographic grant map with state-by-state breakdown available with membership.

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