Mission
PRIMARILY AWARD GRANTS TO LOCAL AREA HIGH SCHOOLS TO BE USED TO FUND SCHOLARSHIPS GIVEN BY THOSE SCHOOLS TO STUDENTS TO PURSUE POST HIGH SCHOOL EDUCATION. ALSO SMALLER GRANTS TO OTHER AREA YOUTH ACTIVITIES.
Public Charity
MEDFORD ROTARY FOUNDATION INC
Based in MEDFORD, OR, MEDFORD ROTARY FOUNDATION INC operates as a Public Charity. The organization reported $73K in revenue, $61K in expenses, $879K in total assets for fiscal year 2025. Imperigo tracks 7 reported grant relationships connected to this organization totaling approximately $55K.
EIN: 237161853
MEDFORD, OR
Community Service Clubs
NTEE: S80
Latest filing: 2025
Total Revenue$73K
Total Expenses$61K
Total Assets$879K
Grant Records7
Funding Total$55K
Filing Years2020–2025
Where $100 goes at Medford Rotary Foundation Inc
How Medford Rotary Foundation Inc divides every $100 it spends, from its own Form 990 filings, averaged across 5 years.
$96
Programs
the work itself
$4
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 $96 for programs
$79
Awarded grants to five (5) local high schools to be used to fund scholarships given by those schools to graduating seniors to pursue post high school education
$17
The rotary foundation grants
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.
Sample Grants Received
Civic Engagement
$9,176
Civic Engagement
$8,487
Civic Engagement
$7,819
Civic Engagement
$6,749
Philnthrpy, Voluntarism & Grntmaking
$6,621
Showing up to 5 of 7 total records — full history available with membership.
Officers & Directors
Trustee
Anne J Batzer
President
Charlie Versteeg
Trustee
John Zupan
Trustee
Kirk Holten
Trustee
Mary Warrick
Secretary
Michael Lynch
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $73K | $61K | $879K |
| 2024 | $73K | $57K | $794K |
| 2023 | $38K | $48K | $742K |
| 2021 | $37K | $44K | $764K |
| 2020 | $48K | $50K | $660K |
Between 2020 and 2025, reported annual revenue grew from $48K to $73K (+52%), with total assets most recently reported at $879K.
Interactive year-over-year charts and full filing details available with membership.