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.
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.
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.
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.
| Organization | Location | Total received | Grants | Years funded | Last |
|---|---|---|---|---|---|
| Sonoma County Public Library Foundation | Samta Rosa, CA | $25,000 | 1 | 1 | 2025 |
| Santa Rosa Symphony | Santa Rosa, CA | $13,700 | 3 | 3 | 2025 |
| Ceres Community Project | Sebastopol, CA | $10,092 | 3 | 3 | 2025 |
| Sonoma County Fair Foundation | Santa Rosa, CA | $10,000 | 1 | 1 | 2021 |
| Santa Rosa Players Dba 6TH Street Playhouse | Santa Rosa, CA | $6,000 | 1 | 1 | 2023 |
| California Parenting Institue (cpi) Dba Child Parent Institute | Santa Rosa, CA | $5,000 | 1 | 1 | 2023 |
| Forget Me Not Chidren's Services | Santa Rosa, CA | $5,000 | 1 | 1 | 2022 |
| Greenacre Homes | Sebastopol, CA | $5,000 | 1 | 1 | 2022 |
| Healthcare Foundation North Son Co | Healdsburg, CA | $5,000 | 1 | 1 | 2022 |
| Humane Society of Sonoma County | Santa Rosa, CA | $5,000 | 1 | 1 | 2021 |
| Legal Aid of Sonoma County | Santa Rosa, CA | $5,000 | 1 | 1 | 2022 |
| North Bay Children's Center (nbcc) | Novato, CA | $5,000 | 1 | 1 | 2024 |
| Sebastopol Center for the Arts | Sebastopol, CA | $5,000 | 1 | 1 | 2023 |
| The Living Room | Santa Rosa, CA | $5,000 | 1 | 1 | 2024 |
| The Museum of Sonoma County (msc) | Santa Rosa, CA | $5,000 | 1 | 1 | 2023 |
| The Zones | Santa Rosa, CA | $5,000 | 1 | 1 | 2024 |
| West County Health Services Inc | Occidental, CA | $5,000 | 1 | 1 | 2024 |
| Community Support Network | Santa Rosa, CA | $4,960 | 1 | 1 | 2022 |
| Valley of the Moon Observatory Association | Kenwood, CA | $4,952 | 1 | 1 | 2024 |
| Sonoma Ecology Center | Sonoma, CA | $3,800 | 1 | 1 | 2025 |
| Petaluma Valley Hospital Foundation | Petaluma, CA | $3,658 | 1 | 1 | 2025 |
| Tlc Child and Family Services | Sebastopol, CA | $3,500 | 1 | 1 | 2024 |
| The Living Room Center Inc | Santa Rosa, CA | $3,300 | 1 | 1 | 2021 |
| Community Child Care Council | Santa Rosa, CA | $3,000 | 1 | 1 | 2022 |
| Down Syndrome Connection of the Bay Area | Danville, CA | $3,000 | 1 | 1 | 2023 |
| Earl Baum Center of the Blind Inc | Santa Rosa, CA | $3,000 | 1 | 1 | 2022 |
| Healdsburg Jazz Festival Inc | Healdsburg, CA | $3,000 | 1 | 1 | 2024 |
| Pediatric Dental Initiative of the North Coast Inc (pdi) | Windsor, CA | $3,000 | 1 | 1 | 2024 |
| Plumfield Academy | Sebastopol, CA | $3,000 | 1 | 1 | 2025 |
| Vintage House Senior Center | Sonoma, CA | $3,000 | 1 | 1 | 2021 |
| North Coast Resource Conservation and Development Council | Santa Rosa, CA | $2,800 | 1 | 1 | 2021 |
| Ruthless Kindness | Sebastopol, CA | $2,600 | 1 | 1 | 2023 |
| Free to Be | Santa Rosa, CA | $2,500 | 1 | 1 | 2023 |
| Sonoma Overnight Support (sos) | Sonoma, CA | $2,500 | 1 | 1 | 2023 |
| Healdsburg Performing Arts Theater Inc Dba Raven Performing Arts Theater | Healdsburg, CA | $2,000 | 1 | 1 | 2023 |
| Face to Face | Santa Rosa, CA | $1,500 | 1 | 1 | 2022 |
| Acorn Musecology Project | Sebastopol, CA | $1,000 | 1 | 1 | 2024 |
| Homes 4 the Homeless | Fulton, CA | $1,000 | 1 | 1 | 2022 |
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.
- Sonoma County Public Library Foundation
TO HELP PROVIDE FOR THE COLLECTION, FURNITURE, FIXTURES AND EQUIPMENT IN THE CHILDREN'S AREA AT THE NEW ROSELAND REGIONAL LIBRARY - Sonoma County Fair Foundation
CAPITAL CAMPAIGN-SARA LEE KUNDE BARN - Santa Rosa Players Dba 6TH Street Playhouse
SOUND EQUIPMENT FOR MUSICAL PRODUCTIONS - California Parenting Institue (cpi) Dba Child Parent Institute
NINETEEN OFFICE CHAIRS AND STANDING DESK - Santa Rosa Symphony
TWO CLARINETS FOR INSTITUTE FOR MUSIC EDUCATION - The Museum of Sonoma County (msc)
ASSIST WITH SPANISH TRANSLATION FOR SONOMA COUNTY STORIES HISTORY EXHIBITION
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.
Giving by year
| Tax year | Grants | Total | Median grant |
|---|---|---|---|
| 2021 | 7 | $31,367 | $3,300 |
| 2022 | 9 | $33,460 | $4,960 |
| 2023 | 11 | $42,400 | $3,800 |
| 2024 | 9 | $35,452 | $4,952 |
| 2025 | 6 | $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.
| Organization | Location | Approved |
|---|---|---|
| Sonoma County Public Library Foundation | Santa Rosa, CA | $25,000 |
Where its money goes
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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.
How to approach this foundation
- 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.
- Check you are in its geography. Its giving is concentrated in California.
- 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.
- 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
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
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