Small Public Charity

PETALUMA VALLEY ROTARY TRUST

PETALUMA VALLEY ROTARY TRUST is a Small Public Charity headquartered in PETALUMA, CA. Financial data from the 2025 filing: $72K revenue, $65K expenses, $335K total assets. 1 publicly reported grants to this organization, totaling roughly $5K, appear in IRS filings.

EIN: 680222925 PETALUMA, CA Latest filing: 2025

Total Revenue$72K

Total Expenses$65K

Total Assets$335K

Grant Records1

Funding Total$5K

Filing Years2021–2025

Mission

SUPPORT EDUCATIONAL, CHARITABLE & HUMANITARIAN ENDEAVORS.NUMBER OF PEOPLE BENEFITED:2500

Sample Grants Received

Pasadena Community Foundation

2017

Fire Relief, Northern CA

$5,000

Showing up to 5 of 1 total records — full history available with membership.

Officers & Directors

Director David Barbieri

TRUST TREASURER Jeff Rutherford

President Jennifer Carter

Director John Burns

WEBMASTER-PAST John Moller

Director Josephine Thornton

Officer compensation and complete director data available with membership.

Top Grant Purposes

Fire Relief, Northern CA

$5,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2025	$72K	$65K	$335K
2024	$74K	$81K	$297K
2023	$161K	$75K	$279K
2022	$42K	$76K	$194K
2021	$60K	$76K	$228K

Between 2021 and 2025, reported annual revenue grew from $60K to $72K (+20%), with total assets most recently reported at $335K.

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

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