Funders › California

Exchange Bank Foundation

Santa Rosa, CA · EIN 94-2576480. Reported 42 grants totalling $185,862 to 38 recipients across tax years 2021-2025. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$3,800median grant
$185,862granted, 2021-2025
38recipients, as named on its returns
0%of grantees funded again the next year
$26,376assets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. Exchange Bank Foundation did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $3,800. Half of everything it gave fell between $3,000 and $5,000; the smallest was $1,000 and the largest $25,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

$1,000 - $5,000
26 grants
$5,000 - $10,000
14 grants
$10,000 - $25,000
1 grant
$25,000 - $50,000
1 grant

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by name and state as they were written on the returns, so an organization entered under two different names appears twice. Years funded is the number of separate tax years in which that name received money.

OrganizationLocationTotal receivedGrantsYears fundedLast
Sonoma County Public Library FoundationSamta Rosa, CA$25,000112025
Santa Rosa SymphonySanta Rosa, CA$13,700332025
Ceres Community ProjectSebastopol, CA$10,092332025
Sonoma County Fair FoundationSanta Rosa, CA$10,000112021
Santa Rosa Players Dba 6TH Street PlayhouseSanta Rosa, CA$6,000112023
California Parenting Institue (cpi) Dba Child Parent InstituteSanta Rosa, CA$5,000112023
Forget Me Not Chidren's ServicesSanta Rosa, CA$5,000112022
Greenacre HomesSebastopol, CA$5,000112022
Healthcare Foundation North Son CoHealdsburg, CA$5,000112022
Humane Society of Sonoma CountySanta Rosa, CA$5,000112021
Legal Aid of Sonoma CountySanta Rosa, CA$5,000112022
North Bay Children's Center (nbcc)Novato, CA$5,000112024
Sebastopol Center for the ArtsSebastopol, CA$5,000112023
The Living RoomSanta Rosa, CA$5,000112024
The Museum of Sonoma County (msc)Santa Rosa, CA$5,000112023
The ZonesSanta Rosa, CA$5,000112024
West County Health Services IncOccidental, CA$5,000112024
Community Support NetworkSanta Rosa, CA$4,960112022
Valley of the Moon Observatory AssociationKenwood, CA$4,952112024
Sonoma Ecology CenterSonoma, CA$3,800112025
Petaluma Valley Hospital FoundationPetaluma, CA$3,658112025
Tlc Child and Family ServicesSebastopol, CA$3,500112024
The Living Room Center IncSanta Rosa, CA$3,300112021
Community Child Care CouncilSanta Rosa, CA$3,000112022
Down Syndrome Connection of the Bay AreaDanville, CA$3,000112023
Earl Baum Center of the Blind IncSanta Rosa, CA$3,000112022
Healdsburg Jazz Festival IncHealdsburg, CA$3,000112024
Pediatric Dental Initiative of the North Coast Inc (pdi)Windsor, CA$3,000112024
Plumfield AcademySebastopol, CA$3,000112025
Vintage House Senior CenterSonoma, CA$3,000112021
North Coast Resource Conservation and Development CouncilSanta Rosa, CA$2,800112021
Ruthless KindnessSebastopol, CA$2,600112023
Free to BeSanta Rosa, CA$2,500112023
Sonoma Overnight Support (sos)Sonoma, CA$2,500112023
Healdsburg Performing Arts Theater Inc Dba Raven Performing Arts TheaterHealdsburg, CA$2,000112023
Face to FaceSanta Rosa, CA$1,500112022
Acorn Musecology ProjectSebastopol, CA$1,000112024
Homes 4 the HomelessFulton, CA$1,000112022

2 of 38 (5%) received money in more than one year over the 5 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 0%, across 4 year-to-year transitions. The median foundation retains about 67%, so this one is less consistent than most. This measures how often it paid the same organizations again. It says nothing about whether it would consider a new one.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the activity category the IRS assigns each recipient, for the 24 grants where we could match the recipient to a registered organization. The categories are the IRS's. The match, made from the name and address on the return, is ours.

Human Services
7 grants
Arts & Culture
7 grants
Youth Development
2 grants
Crime & Legal
2 grants
Diseases & Disorders
2 grants
Housing & Shelter
1 grant
Animal Welfare
1 grant
Recreation & Sports
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
20217$31,367$3,300
20229$33,460$4,960
202311$42,400$3,800
20249$35,452$4,952
20256$43,183$3,729

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Already committed for future years

Form 990-PF has a separate schedule for grants approved but not yet paid. Exchange Bank Foundation has 1 of them, worth $25,000. This is the one part of the filing that looks forward rather than back.

OrganizationLocationApproved
Sonoma County Public Library FoundationSanta Rosa, CA$25,000

Where its money goes

Santa Rosa, CA
$81K
Sebastopol, CA
$30K
Samta Rosa, CA
$30K
Healdsburg, CA
$10K
Sonoma, CA
$9K
Occidental, CA
$5K
Novato, CA
$5K
Kenwood, CA
$5K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.

Sonoma County Community Foundation17 shared recipientsDonor Advised Charitable Giving Inc13 shared recipientsFidelity Investments Charitable Gift Fund12 shared recipientsAmerican Online Giving Foundation Inc11 shared recipientsNational Philanthropic Trust9 shared recipientsAmerican Endowment Foundation8 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $3,800. A request many times that size asks for something it has rarely or never given.
  2. Check you are in its geography. Its giving is concentrated in California.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

Foundations funding human services in CaliforniaEvery funder in this groupFoundations funding arts & culture in CaliforniaEvery funder in this groupFoundations funding youth development in CaliforniaEvery funder in this group

Where these numbers come from

Everything above is taken from Exchange Bank Foundation's own Form 990-PF filings, which the IRS publishes in bulk. We used 5 returns (tax years 2021-2025). Grant figures are from its returns. Matching recipients to registered organizations, their IRS classifications, the retention rate and the funders that support the same organizations are our own calculations, described in how we build this.

Address of record on the latest return: Po Box 403, Santa Rosa, CA, 95402. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 94-2576480 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded.

Is something here wrong about your foundation? Email [email protected] and we will correct it.