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· Charitable trust

Portland Rotary Charitable Trust

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.

$317k
Granted FY2025still arriving
5
Grants FY2025still arriving
1
States reached
$57k
Largest
01What you fundRead
02The needRead
03Your edgeRead
04Your fieldRead
01What you fund
0199% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2025.

Health$263kInternational$114kEducation$106kYouth Development$102kHuman Services$62kCommunity Improvement$55kRecreation & Sports$41kPublic Safety & Disaster$40kOther$0
02FY2025 · 5 grants

Where the money goes

Your grants by size, and where they go.

The 5 grants below total $137,856 — the rows itemised in this filing. The $316,864 headline is the total grant expense reported on the return, so the remaining $179,008 is giving the schedule does not break out: grants under the $5,000 itemisation floor, grants to individuals, and grants reported on other schedules. Every figure below describes the itemised rows only.

By grant size · FY2025

  • Under $10k2 grants · $14k
  • $10k–50k1 grant · $12k
  • $50k–250k2 grants · $112k
$12,180
Median grant
1
States reached
$5.1M
Total assets
Largest grants
RecipientAmount
NUMOTION$56,676
ROTARY CLUB OF PORTLAND$55,000
LAKE OSWEGO ROTARY FND$12,180
CALL TO SAFETY$8,000
SERENDIPITY CENTER$6,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY17–23, $113k) land where the poverty rate runs at 11%, against an area that typically sits at 10%. 59% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 10%SHELTERBOX: $11k → 10%NW ASSOCIATE BLIND ATHLETES: $8k → 9%SHELTERBOX: $9k → 10%NW ASSOCIATE BLIND ATHLETES: $5k → 9%SHELTERBOX: $8k → 10%SHELTERBOX: $6k → 10%PROJECT 48: $6k → 12%RAPHAEL HOUSE: $11k → 12%RAPHAEL HOUSE: $6k → 12%RAPHAEL HOUSE: $6k → 12%FRIENDLY HOUSE: $5k → 12%LATINO NETWORK: $7k → 12%BRADLEY ANGLE HOUSE: $8k → 12%BOYS & GIRLS AID: $8k → 12%BOYS & GIRLS AID: $8k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

55%of every dollar goes to organizations you’ve funded before.
$505k · 12 repeat orgs$406k to everyone else

12 repeat relationships — 3 still active in FY2025, 9 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

12
38

Total granted

$505k
$343k

Median revenue growth · since first grant

+21%
+45%

Still filing today

92%
79%

New vs renewed · share of each year

In FY2025, 54% of grant dollars renewed an existing relationship; $63k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
Human ServicesHealthEducationYouth DevelopmentHousing & ShelterInternationalOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • MC
    MORRISON CHILD AND FAMILY SERVICES
    3× · 2018–2021 · $195k · revenue +52%
  • WP
    WARNER PACIFIC UNIVERSITY
    2× · 2023–2024 · $37k · revenue +21%
  • SU
    SHELTERBOX USA INC
    4× · 2017–2021 · $33k · revenue +147%

Funded once

  • N
    NUMOTION
    one grant, 2020 · $53k
  • RD
    ROTARY DISTRICT 5100 YE
    one grant, 2019 · $16k
  • GC
    Greater Clark County Rotary Foundationgraduated
    one grant, 2024 · $16k · revenue +45%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Trillium Family Services

Building brighter futures with children and families.

Housing & Shelter
2
Ywca of Greater Portland

To eliminate racism, empower women and promote peace, justice, freedom and dignity for all.

Human Services
3
Urban League of Portland Inc

To help empower african americans and others achieve equality in education, employment, and economic security.

Human Services
4
Olalla Center

To help strengthen and heal children and families, and the community. olalla center's staff believes all children and families can heal and this premise is the foundation of olalla center's treatment philosophy and the basis for their work.

—
5
Portland Opportunities Indust Center

The organization provides the highest quality services in education, mentoring, family outreach, employment training and placement.

—
6
Parenting With Intent

Building strong connections for healthy communities through mental health programs, youth empowerment services and family services.

Human Services
7
Center for African Immigrants and Refugees Organization

Cairo advocates for and acts to increase equity and social justice through programs, services, and community organizing for immigrant children, youth and families to thrive.

Human Services
8
Cultivate Initiatives

The organization collectively works alongside those on the margins to empower individuals and communities through an inclusive range of services and support in east portland.

Housing & Shelter
9
Family and Community Together

Fact oregon empowers families, youth, and communities to navigate disability systems, advocating together for disability justice and policy change so that people with disabilities have what they need to thrive at home, in school, and in…

Human Services
10
The Campbell Institute

Children's institute's mission is to leverage research, practice, policy, and advocacy to shift systems toward justice for families so that all of oregon's children, prenatal to grade 5, have access to opportunity.

Unclassified
11
Our Children Oregon

Our children oregon's mission is to be a voice and force for the common good for all oregon children, ensuring all children have the resources and opportunities they need to reach their full potential. we elevate data and the voices of…

Philanthropy
12
Youth Empowerment Shelter

To provide youth in crisis a place of physical and emotional safety while assisting them to build positive relationships and develop their individual potentials.

Youth Development

For reference, the grantee most central to the portfolio’s shape is Youth Progress Association and the most unlike its peers is Numotion Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

Your grantees are a median of 31 years old; the field is 16. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number22%2%<5yr14%5%5–10yr19%24%10–20yr19%24%20–35yr12%20%35–55yr15%24%55yr+
THE FIELDby orgYOUR MONEYby value22%1%<5yr14%14%5–10yr19%15%10–20yr19%39%20–35yr12%16%35–55yr15%16%55yr+

The field is 22% startups (under 5 years old) — 2% of your grantees by number, and just 1% of your money.

Closures · last 5 years

The orgs you fund almost never close — 0.0% lost their exemption, against 12% of the field you don’t fund.

orgs you fund
0.0%0/50
the rest of the field
12%
927/7,451

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

45 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 45 of the 53 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

1
Load-bearing (≥25% of a budget)
12
Early backer (in before they grew)
44/45
Grantees still filing
34/45
Grew since you first funded

Where your money sits — by cause, then by grantee

MORRISON CHILD AND FAMILY SERVICES — $194,553 · HealthMORRISON CHILD AND FAMILY SERVICESNUMOTION FOUNDATION — $88,506 · HealthNUMOTION FOUNDATION+4 more — $27,918 · Health+4 moreRotary Club of Portland — $55,000 · OtherRotary Club of PortlandNUMOTION — $52,863 · OtherNUMOTIONLAKE OSWEGO ROTARY FOUNDATION INC — $28,180 · OtherLAKE OSWEGO ROTARY FOUNDATION INCDESTINED YOUTH INITIATIVE — $17,300 · OtherDESTINED YOUTH INITIATIVEROTARY DISTRICT 5100 YE — $16,350 · OtherROTARY DISTRICT 5100 YETUCKER MAXON SCHOOL — $13,854 · OtherPORTLAND RESCUE MISSION — $13,000 · OtherGreater Clark County Rotary Foundation — $15,500 · Other+13 more — $91,609 · Other+13 moreSHELTERBOX USA INC — $33,453 · Human ServicesSHELTERBOX USA…RAPHAEL HOUSE OF PORTLAND — $23,265 · Human ServicesRAPHAEL HOUSE …THE BOYS & GIRLS AID SOCIETY OF OREGON — $16,000 · Human ServicesTHE BOYS & GIR…NORTHWEST ASSOCIATION FOR BLIND ATHLETES — $13,100 · Human ServicesNORTHWEST ASSO…Bradley Angle — $8,000 · Human ServicesBradley AngleCALL TO SAFETY — $8,000 · Human ServicesCALL TO SAFETYLatino Network — $7,300 · Human ServicesLatino NetworkPROJECT 48 INC — $6,000 · Human ServicesFRIENDLY HOUSE INC — $5,414 · Human ServicesWARNER PACIFIC UNIVERSITY — $36,627 · EducationWARNER PA…SERENDIPITY CENTER INC — $14,000 · EducationSERENDIPI…HELP ELEVATE LEARNING PROCESSING INC — $8,000 · EducationHELP ELEV…KAIROSPDX — $7,580 · EducationKAIROSPDXWONDERFOLK — $7,000 · EducationWONDERFOL…CASCADE PACIFIC COUNCIL BOY SCOUTS OF AMERICA — $26,191 · Youth DevelopmentFOCUS ON YOUTH — $10,332 · Youth DevelopmentMAURICE LUCAS FOUNDATION — $8,000 · Youth DevelopmentFRIENDS OF THE CHILDREN-PORTLAND — $8,000 · Youth DevelopmentPortland YouthBuilders — $6,784 · Youth DevelopmentPATH HOME — $8,000 · Housing & ShelterMY FATHERS HOUSE — $8,000 · Housing & ShelterHABITAT FOR HUMANITY PORTLAND METRO EAST — $8,000 · Housing & ShelterROSE HAVEN CIC — $5,383 · Housing & ShelterTHE ROTARY FOUNDATION OF ROTARY INTERNATIONAL — $10,000 · InternationalROTARY ACTION GROUP FOR PEACE — $7,540 · InternationalWATER MISSIONS INTERNATIONAL — $6,624 · International
Health$310,977Other$303,656Human Services$120,532Education$73,207Youth Development$59,307Housing & Shelter$29,383International$24,164

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetMORRISON CHILD AND FAMILY SERVICES — $194,553 over 3y, 0.4% of budgetNUMOTION FOUNDATION — $88,506 over 2y, 4.8% of budgetRotary Club of Portland — $55,000 over 1y, 29% of budgetWARNER PACIFIC UNIVERSITY — $36,627 over 2y, 0.1% of budgetSHELTERBOX USA INC — $33,453 over 4y, 0.2% of budgetLAKE OSWEGO ROTARY FOUNDATION INC — $28,180 over 2y, 4.6% of budgetCASCADE PACIFIC COUNCIL BOY SCOUTS OF AMERICA — $26,191 over 3y, 0.1% of budgetRAPHAEL HOUSE OF PORTLAND — $23,265 over 3y, 0.5% of budgetTHE BOYS & GIRLS AID SOCIETY OF OREGON — $16,000 over 2y, 0.1% of budgetGreater Clark County Rotary Foundation — $15,500 over 1y, 23% of budgetSERENDIPITY CENTER INC — $14,000 over 2y, 0.1% of budgetTUCKER MAXON SCHOOL — $13,854 over 2y, 0.3% of budgetNORTHWEST ASSOCIATION FOR BLIND ATHLETES — $13,100 over 2y, 0.7% of budgetFOCUS ON YOUTH — $10,332 over 1y, 8.5% of budgetTHE ROTARY FOUNDATION OF ROTARY INTERNATIONAL — $10,000 over 1y, 0.0% of budgetPARROTT CREEK CHILD AND FAMILY SERVICES — $8,000 over 1y, 0.2% of budgetBradley Angle — $8,000 over 1y, 0.2% of budgetMAURICE LUCAS FOUNDATION — $8,000 over 1y, 0.8% of budgetPATH HOME — $8,000 over 1y, 0.2% of budgetCALL TO SAFETY — $8,000 over 1y, 0.4% of budgetPathfinders of Oregon — $8,000 over 1y, 0.2% of budgetFeed The Mass — $8,000 over 1y, 2.7% of budgetMY FATHERS HOUSE — $8,000 over 1y, 0.4% of budgetHABITAT FOR HUMANITY PORTLAND METRO EAST — $8,000 over 1y, 0.1% of budgetHELP ELEVATE LEARNING PROCESSING INC — $8,000 over 1y, 4.6% of budgetFRIENDS OF THE CHILDREN-PORTLAND — $8,000 over 1y, 0.1% of budgetMT HOOD KIWANIS CAMP — $8,000 over 1y, 0.5% of budgetCOMMUNITY CYCLING CENTER — $7,647 over 1y, 0.5% of budgetKAIROSPDX — $7,580 over 1y, 0.4% of budgetYOUTH PROGRESS ASSOCIATION — $7,492 over 1y, 0.2% of budgetLatino Network — $7,300 over 1y, 0.1% of budgetFORA HEALTH INC — $7,000 over 1y, 0.0% of budgetWONDERFOLK — $7,000 over 1y, 1.4% of budgetPortland YouthBuilders — $6,784 over 1y, 0.3% of budgetWATER MISSIONS INTERNATIONAL — $6,624 over 1y, 0.0% of budgetVOLUNTEERS OF AMERICA OF OREGON INC — $6,500 over 1y, 0.0% of budgetOregon Society of Artists — $5,710 over 1y, 1.7% of budgetPERIOD INC — $5,426 over 1y, 0.4% of budgetFRIENDLY HOUSE INC — $5,414 over 1y, 0.2% of budgetROSE HAVEN CIC — $5,383 over 1y, 0.4% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

OCF Joseph E Weston P…The Oregon Community …The Autzen FoundationMarie Lamfrom Charita…Juan Young TrustThe Collins FoundationThe Jackson FoundationHoover Family Foundat…The Harold & Arlene S…Hillman Family Founda…The Reser Family Foun…Meyer Memorial Trust
OCF Joseph E Weston Public FoundationOR55.7× affinity25 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: OCF Joseph E Weston Public Foundation · The Oregon Community Foundation · The Autzen Foundation · Marie Lamfrom Charitable Foundation Trust · Juan Young Trust · The Collins Foundation · The Jackson Foundation · Hoover Family Foundation · The Harold & Arlene Schnitzer Care Foundation · Hillman Family Foundations · The Reser Family Foundation · Meyer Memorial Trust

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Portland Rotary Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
’20’21’22’23’24’25
no gov · 110%2%8%17%30%your share of their income ↑0%25%50%75%100%share of the org’s income from government →median 14%
  • Morrison Child and Family Services — 91% of income from government
  • Call to Safety — 61% of income from government
  • Pathfinders of Oregon — 57% of income from government
  • Portland YouthBuilders — 35% of income from government
  • Youth Progress Association — 29% of income from government
  • Project 48 Inc — 23% of income from government
  • Parrott Creek Child and Family Services — 20% of income from government
  • Kairospdx — 19% of income from government
  • Mt Hood Kiwanis Camp — 18% of income from government
  • Latino Network — 15% of income from government
  • Habitat for Humanity Portland Metro East — 14% of income from government
  • Warner Pacific University — 14% of income from government
  • Raphael House of Portland — 10% of income from government
  • Bradley Angle — 10% of income from government
  • Friends of the Children-Portland — 5% of income from government
  • The Boys & Girls Aid Society of Oregon — 3% of income from government
  • Friendly House Inc — 3% of income from government
  • Community Cycling Center — 2% of income from government
  • Serendipity Center Inc — 2% of income from government
  • William Temple House — 0% of income from government
  • Period Inc — 0% of income from government
no gov moneyreceives it· size = income
11get no government money at all
7report government grants on their 990 we could not trace to a source (not plotted)
3rely on government for over half their income
typical government reliance, FY20–25

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 53 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990 e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home
State money flows
the interactive map of money crossing state lines