Lake Oswego Rotary Foundation Inc

LAKE OSWEGO, OR EIN: 93-1000938 Website

THE LO ROTARY FOUNDATIONS MISSION IS TO FURTHER THE HUMANITARIAN GOALS OFROTARY INTERNATIONAL BY GENERATING FUNDS FOR SCHOLARSHIP AND GRANTS AND PROVIDINGMATERIALS TO IMPROVE THE LIVES OF THOSE IN NEED WITHIN THE LOCAL COMMUNITY ANDSUPPORTING SELECTED ROTARY PROJECTS WW.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$199K

-42.2% YoY

Annual Giving

$62K

Grant Count

1

Avg Grant Size

$62K

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$123K$245K$368K$491K2020202220232024
Metric202420232022
Total Assets$198,896$344,237$306,034
Revenue$415,726$345,946$446,087
Expenses$431,340$352,869$323,227
Qualifying Distributions
Net Investment Income$4,560$1,171$14
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$16K$31K$47K$62K0 grants20200 grants20220 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

LAKEWOOD THEATRE COMPANY$62K

Grant Size Distribution

1 grants across all recorded years

<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Lake Oswego Rotary Foundation Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ROBIN KRAKAUERDIRECTORCOMMUNITY SERVICE CO5
KEN PERIGODIRECTORCOMMUNITY SERVICE CO5
LAUREN ONEILLDIRECTORNEW GENERATIONS CHAI5
MARK WALLERDIRECTORPEACEBUILDER CHAIR5
SUE LINNEROOTHDIRECTORFUNDRAISING CHAIR5
CANDACE JENNINGSPRESIDENT ELECT8
ELEANOR TRETHOWANDIRECTORVOCATIONAL SERVICE C5
PETER YORKIMMEDIATE PAST PRESIDENT5
MICHAEL DOTTENDIRECTORMEMBERSHIP CHAIR5
MATT CHRISMANDIRECTORALLOCATIONS CHAIR5
MARK BIRGEDIRECTORFOUNDATION CHAIR5
JAY HAMACHEKDIRECTORCLUB ADMIN CHAIR5
THIMMAPPA ANEKONDADIRECTOR5
LLOYD HILLDIRECTORINTERNATIONAL CHAIR5
SUSAN STOHLDIRECTOR5
WADE BYERSDIRECTOR5
DENISE BROHOSLIDIRECTOR5
PAUL VAN ROONSECRETARY8
MIRJAM METCALFTREASURER8
WILLIAM ONEILLPRESIDENT10
ROBERT LIDDELLEXECUTIVE SECRETARY8

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Lake Oswego

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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