Exchange Bank Foundation
Accepts applications
Exchange Bank Foundation is a private foundation in Santa Rosa, California. In tax year 2025 it gave $43,183 in 6 grants; the typical grant was $3,729 and the largest $25,000. It accepts applications; its filing gives the instructions below.
From its IRS Form 990-PF for tax year 2025.
- Grants paid, 2025$43,183
- Number of grants6
- Typical grant$3,729
- Largest grant$25,000
- Assets$26,376
- New grantees100%
Giving in 2025 was up from $35,452 the year before.
100% of its 2025 grantees had not received a grant from it the year before, a sign it is open to new organizations.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $42,400 | 11 | $104,877 |
| 2024 | $35,452 | 9 | $69,516 |
| 2025 | $43,183 | 6 | $26,376 |
How to apply
| Contact | William R Schrader Exchange Bank PO Box 403, Santa Rosa, CA 95402 |
|---|---|
| Phone or email | (707) 524-3115 |
| What to submit | Application for grant of funds should include: 1. A statement of reasons for seeking exchange bank foundation funds 2. Budget for project 3. A copy of applicant's most recent annual audit, if available 4. A list of applicant's officers and members of the board of directors 5. Applicant's article of incorporation and by-laws 6. A copy of applicant's 501(c)(3) application for tax-exempt status, form 1023 7. A geographic breakdown of the area served by applicant and project 8. Applicant's membership structure |
| Restrictions | Capital expenditures only; grants are non-renewable; strong organizational management must be evidenced. |
What Exchange Bank Foundation funds
Where it gives
All of its grants went to recipients in California.
| State | Grants | Amount |
|---|---|---|
| California | 6 | $43,183 |
Grants paid in 2025
| Recipient | Purpose | Amount |
|---|---|---|
| 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 | $25,000 |
| Santa Rosa Symphony | To purchase equipment required for their transition to a new crm platform | $4,500 |
| Sonoma Ecology Center | To create a soundscape listening station at the sugarloaf visitor center | $3,800 |
| Petaluma Valley Hospital Foundation | To purchase two wheelchairs for use at petaluma valley hospital | $3,658 |
| Ceres Community Project | To purchase tables and benches for the youth outdoor classroom at their center for food, youth and community facility. | $3,225 |
| Plumfield Academy | To assist with campus expansion | $3,000 |
Officers and trustees
- William R Schrader
- James M Ryan
- Marlene K Soiland
- Steven G Dutton
- Gary T Hartwick
- Eric D McHenry
- Deborah A Meekins
- Troy J Sanderson
- Barry D Friedman
Questions people ask
Does Exchange Bank Foundation accept grant applications?
Yes. Its latest IRS filing says it accepts applications.
How much does Exchange Bank Foundation give?
$43,183 in tax year 2025, across 6 grants, with a typical grant of $3,729.
Who runs Exchange Bank Foundation?
Its 2025 filing lists William R Schrader (Chairman), James M Ryan (Vice Chairman), Marlene K Soiland (Corporate Secretary) and Steven G Dutton (Officer) among 9 officers and trustees.
What does Exchange Bank Foundation fund?
Based on its grants, mainly youth programs and education.