Santa Cruz Rotary Foundation

Analysis

Santa Cruz Rotary Foundation is a registered charity in United States, based in Santa Cruz, CA. It received its IRS tax-exemption ruling in June 2007, 19 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2024, Santa Cruz Rotary Foundation reported income of $115k and spending of $110k, spending 96% of its income. Across the 5 years on record, from June 2020 to June 2024, income grew from $63k to $115k (+83%), an average of +16% a year. The sharpest change came in the year to June 2023, when income rose by 50%. Over the whole period it spent 69% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Santa Cruz Rotary Foundation sits at the 46th percentile: it is larger than about 46% of them. Against every charity in United States with reported income it ranks in the 40th percentile, and in the 43rd percentile within CA. Charities of a similar size with the same main cause include Rotary Foundation of Walla Walla ($115k), Mosdot Rashi Inc ($115k) and Lockport Womans Club ($115k).

On its Form 990 for the period ending June 2024, revenue came from contributions and grants 66% of the total. At year end it held assets of $734k against liabilities of $310, net assets of $734k.