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· Public charity

The Rotary Foundation of the Rotary Club of Monterey

To support youth in the area and community outreach

$221k
Granted FY2025still arriving
8
Grants FY2025still arriving
2
States reached
$56k
Largest
01What you fundRead
02The needRead
03Your fieldRead
01What you fund
01

What you funded, over time

By grantee IRS cause code (NTEE).

A cause breakdown isn’t shown here: 46% of The Rotary Foundation of the Rotary Club of Monterey’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.

02FY2025 · 8 grants

Where the money goes

Your grants by size, and where they go.

The 8 grants below total $134,615 — the rows itemised in this filing. The $220,721 headline is the total grant expense reported on the return, so the remaining $86,106 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 · $20k
  • $10k–50k5 grants · $59k
  • $50k–250k1 grant · $56k
$10,000
Median grant
2
States reached
$129k
Total assets
Largest grants
RecipientAmount
Rotary International$55,641
I-Help$17,300
Monterey High School Music$12,000
MEarth$10,000
The Village Project$10,000
Dentistry 4 Vets$10,000
Palenke Arts$9,974
Martin Hurd Fund$9,700
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 (FY23–25, $20k) land where the poverty rate runs at 13%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%Shelter Box USA: $10k → 14%Dentistry 4 Vets: $10k → 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 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
Monterey Bay United
Recreation & Sports
2
Monterey County Interfaith Alliance
—
3
Monterey Museum of Art

The monterey museum of art cultivates curiosity in the visual arts and engages community with the diversity of california art - past, present, and future.

Arts & Culture
4
Monterey Bay Economic Partnership Inc

To improve the economic health and quality of life in the monterey bay region.

Community Improvement
5
Monterey County Film Commission

To inspire and facilitate film and media production throughout monterey county, creating positive economic impact.

Arts & Culture
6
Monterey Peninsula Ballet Theatre Corp

Fostering the passion and development of local youth through the performing arts, where talents and life skills may grow in an inspiring and nurturing environment.

Arts & Culture
7
Monterey Bay Aquarium Research Institute
—
8
Monterey Collegiate Foundation co Katy Reyes

We provide grants to charities for activities such as youth sports, youth programs and youth education for the residents of Monterey County, California.

Philanthropy
9
Meals On Wheels of the Monterey Peninsula Inc

To empower seniors, disabled adults, veterans, and other under served populations to remain independent by nourishing their bodies, minds, and spirits, and drive out hunger and isolation in our region.

Food & Nutrition
10
Montecito Community Foundation

The purpose of the Montecito Community Foundation is to support a strong Montecito community and serve as a resource for philanthropy.

Philanthropy
11
Monterey County Symphony Assoc Inc

Entertain and engage our community through musical performance and education.

Arts & Culture
12
Marin Cultural Association

To support art and culture in Marin County, including enhancing the programs and facilities at the Marin Center and Marin County Fair.

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is Community Foundation for Monterey County and the most unlike its peers is Palenke Arts. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

04the grantee network

14 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. 14 of the 17 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.

3
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
13/14
Grantees still filing
3/14
Grew since you first funded

Where your money sits — by cause, then by grantee

Rotary Club of Monterey — $60,000 · OtherRotary Club of MontereyROTARY INTERNATIONAL — $55,641 · OtherROTARY INTERNATIONALFOOD BANK FOR MONTEREY COUNTY — $14,288 · OtherFOOD BANK FOR MONTEREY COUNTYCFMCO — $9,600 · OtherCFMCOMPUSD Monterey High School — $7,500 · OtherIndividual grant recipient — $6,501 · OtherOLD MONTEREY FOUNDATION — $57,000 · Arts & CultureOLD MONTEREY FOUNDATIONPalenke Arts — $9,974 · Arts & CulturePalenke ArtsMonterey Jazz Festival — $8,000 · Arts & CultureMonterey Jazz FestivalCOMMUNITY PARTNERSHIP FOR YOUTH — $17,300 · Human ServicesCOMMUNITY PA…SHELTERBOX USA INC — $10,345 · Human ServicesSHELTERBOX U…DENTISTRY 4 VETS — $10,000 · Human ServicesDENTISTRY 4 …COMMUNITY FOUNDATION FOR MONTEREY COUNTY — $30,300 · PhilanthropyCOMMUNITY …MEARTH — $10,000 · Youth DevelopmentRANCHO CIELO INC — $6,000 · Youth DevelopmentMONTEREY HIGH INSTRUMENTAL MUSIC BOOSTER — $12,000 · EducationTHE VILLAGE PROJECT INC — $10,000 · Health
Other$153,530Arts & Culture$74,974Human Services$37,645Philanthropy$30,300Youth Development$16,000Education$12,000Health$10,000

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 budgetRotary Club of Monterey — $60,000 over 1y, 33% of budgetOLD MONTEREY FOUNDATION — $57,000 over 1y, 40% of budgetROTARY INTERNATIONAL — $55,641 over 1y, 0.0% of budgetCOMMUNITY FOUNDATION FOR MONTEREY COUNTY — $30,300 over 2y, 0.0% of budgetFOOD BANK FOR MONTEREY COUNTY — $14,288 over 2y, 0.0% of budgetMONTEREY HIGH INSTRUMENTAL MUSIC BOOSTER — $12,000 over 1y, 29% of budgetSHELTERBOX USA INC — $10,345 over 1y, 0.1% of budgetTHE VILLAGE PROJECT INC — $10,000 over 1y, 0.3% of budgetDENTISTRY 4 VETS — $10,000 over 1y, 0.7% of budgetMEARTH — $10,000 over 1y, 1.6% of budgetPalenke Arts — $9,974 over 1y, 0.5% of budgetMonterey Jazz Festival — $8,000 over 1y, 0.2% of budgetRANCHO CIELO INC — $6,000 over 1y, 0.1% 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.

Monterey Peninsula Fo…Nancy Buck Ransom Fou…Community Hospital of…Pebble Beach Company …The David and Lucile …Fidelity Investments …Amazonsmile Foundation
Monterey Peninsula FoundationCA17.8× affinity6 shared granteesties to 6 of 6Hover any node to trace its alignments.Compare side by side →

Open a dossier: Monterey Peninsula Foundation · Nancy Buck Ransom Foundation · Community Hospital of the Monterey Peninsula · Pebble Beach Company Foundation · The David and Lucile Packard Foundation · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

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 The Rotary Foundation of the Rotary Club of Monterey 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 or a single department — and drag the year to watch it move.

2024
’20’21’22’23’24’25
no gov · 00%3%10%23%40%your share of their income ↑0%10%20%30%40%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    4report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–40%
    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 17 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