YAKIMA ROTARY TRUST

YAKIMA, WA, 98907-0464 (509) 452-8332 Est. 1995 EIN 91-1686206
T70— Philanthropy & Grantmaking Form 990 501(c)(3)
WWW.YAKIMAROTARYTRUST.ORG

Mission

THE MISSION OF THE YAKIMA ROTARY TRUST IS TO SERVE AS A VEHICLE TO RECEIVE MEMORIALS, BEQUESTS AND GIFTS TO BE USED TO ENHANCE THE QUALITY OF LIFE FOR THE CITIZENS OF THE YAKIMA AREA.

Giving Portfolio

Total Grants
9
Total Giving
$718K
Recipients
9
Years Active
2017 - 2023
Avg grant: $91,009 Median: $79,042

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20232$89K $45K11
20221$87K $87K01
20211$6K $6K01
20201$245K $245K01
20193$191K $64K21
20171$100K $100K10

Sectors Funded

Community Improvement
8
Philanthropy & Grantmaking
1

Top States

Washington
9

Grantee Size Profile

$500K - $1M
6
Under $100K
2
$10M - $50M
1

Top Grantees

Grants Awarded · 9 grants

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Financials

Total Revenue
$1,312,651
Total Expenses
$880,392
Net Assets
$4,388,977
1 employees 50 volunteers
From latest filing (tax period ending 2024-06-30)

Financial Health

Operating Reserve
5.0 years Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 8.3%
Expenses ↓ 4.1%
Revenue Sources
Contributions 84.9% Investment 12.8% Other 2.0%
Expense Breakdown
Program 95.2% Management 4.8%

Officers & Trustees (20)

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Filing History (6 filings)

YearRevenueExpensesNet Assets
2023 Form 990$1,312,651 $880,392$4,388,977
2022 Form 990$1,212,115 $918,247$3,869,641
2021 Form 990$1,519,189 $803,141$3,478,594
2020 Form 990$1,711,378 $1,129,681$2,971,190
2019 Form 990$901,179 $1,105,491$2,356,333
2017 Form 990$937,627 $158,603$2,176,163

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EIN: 91-1686206 · Source: IRS Form 990 e-file data