NonprofitsPortland Rotary Charitable Trust

Community Improvement & Capacity Building

Portland Rotary Charitable Trust

PORTLAND, OR

Total revenue

$376K

Total expenses

$332K

Net assets

$4.5M

Grants received

$722K

22 grants

EIN

936031284

Tax year

2023

Mission

The portland rotary charitable trust is the entity by which the rotary club of portland carries out its philanthropic activities in both the local and world communities servicing primarily the needs of youth.

Programs

2 programs

World community service projects program provides funds that are used in humanitarian projects in partnership with other clubs abroad.

Expenses: $41KGrants: $41K

Peace builders

Expenses: $31KGrants: $31K

Financials

FY 2023

Revenue

Contributions & grants$182K
Program service revenue
Investment income$169K
Other revenue$24K
Total revenue$376K

Expenses

Grants paid$226K
Salaries & benefits
Fundraising
Other expenses$106K
Total expenses$332K
Total assets$4.6M
Net assets$4.5M

People

8 listed

NameRoleCompensation

MIKE LESTER

President

Board

1 hrs/wk

BRIAN DAZEY

Past President

Board

1 hrs/wk

CURTIS SHIREY

CLUB LIAISON

Board

1 hrs/wk

KATHERINE KENNEDY

Trustee

Board

1 hrs/wk

BRIAN THOMAS

Trustee

Board

1 hrs/wk

BARB FISHER

Trustee

Board

1 hrs/wk

RICH FERGUSON

Trustee

Board

1 hrs/wk

MIKE ARTHUR

Trustee

Board

1 hrs/wk

Grants received

Showing 22 of 22

FromAmountPurposeYear
$8K
Civic Engagement
2024
$8K
For grant recipient's exempt purposes
2023
$8K
PUBLIC, SOCIETAL BENEFIT
2023
$8K
Civic Engagement
2023
$10K
Civic Engagement
2022
$8K
For grant recipient's exempt purposes
2022
$5K
PUBLIC, SOCIETAL BENEFIT
2021
$7K
Civic Engagement
2020
$162K
Census Equity Fund
2019
$20K
Census Equity Fund
2019
$13K
For grant recipient's exempt purposes
2019
$11K
For grant recipient's exempt purposes
2018
$77K
Donor Designations
2017

Funded by

$722K from 5 funders · 22 grants · 2017–2024

United Way of the Columbia-Willamette

$637K · 11 grants · 2017–2023

Fidelity Investments Charitable Gift Fund

$39K · 4 grants · 2018–2023

The Oregon Community Foundation

$32K · 4 grants · 2020–2024

Donor Advised Charitable Giving Inc

$13K · 2 grants · 2021–2023

Details

EIN936031284
NTEE codeS80Z
Subsection03
Ruling date1951-11
Formed1949
Employees0
Volunteers20
PORTLAND ROTARY CHARITABLE TRUST — Mission, Financials & Grants Received | Grantivo