Nonprofit · EIN 27-0212530
LOS GATOS MORNING ROTARY CHARITABLE FOUNDATION
Tax-exempt · LOS GATOS, CA 95031
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $86,695 | $86,686 | $9 | $482,375 | $22,642 | $459,733 |
| June 30, 2024 | 990-PF | $96,517 | $90,892 | $5,625 | $481,564 | $21,840 | $459,724 |
| June 30, 2023 | 990-PF | $56,362 | $79,299 | -$22,937 | $476,533 | $22,434 | $454,099 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $14,194
- Dividends
- $26,604
- Interest
- $13
- Net gain from sales of assets
- $2,897
- Other income
- $42,987
Expenses
- Grants and similar amounts paid
- $69,700
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $69,700
- Excise tax on investment income
- $370
Balance sheet and other
- Total assets, start of year
- $481,564
- Total assets, end of year
- $482,375
- Total liabilities, end of year
- $22,642
- Net assets, end of year
- $459,733
- Fair market value of assets
- $557,946
- Qualifying distributions
- $69,700
- Net investment income
- $29,514
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA SIEBER P O BOX 282, LOS GATOS, CA 95031 | TRUSTEE | 1 | $0 |
| DAN LAWSON P O BOX 282, LOS GATOS, CA 95031 | TRUSTEE | 1 | $0 |
| TREVOR SCHWARTZ P O BOX 282, LOS GATOS, CA 95031 | ENDOWMENT FUND MANAGER | 1 | $0 |
| CAROL WAITTE P O BOX 282, LOS GATOS, CA 95031 | TRUSTEE | 1 | $0 |
| KOHINOOR CHAKRAVARTY P O BOX 282, LOS GATOS, CA 95031 | TRUSTEE | 1 | $0 |
| JOSEPH W PFAHNL P O BOX 282, LOS GATOS, CA 95031 | CHAIR & TREASURER | 2 | $0 |
| CHRIS MILLER P O BOX 282, LOS GATOS, CA 95031 | TRUSTEE | 1 | $0 |
| JO ANN TREMBATH P O BOX 282, LOS GATOS, CA 95031 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA SIEBER P O BOX 282, LOS GATOS, CA 95031 | TRUSTEE | 1 | $0 |
| DAN LAWSON P O BOX 282, LOS GATOS, CA 95031 | TRUSTEE | 1 | $0 |
| TREVOR SCHWARTZ P O BOX 282, LOS GATOS, CA 95031 | ENDOWMENT FUND MANAGER | 1 | $0 |
| CAROL WAITTE P O BOX 282, LOS GATOS, CA 95031 | TRUSTEE | 1 | $0 |
| KOHINOOR CHAKRAVARTY P O BOX 282, LOS GATOS, CA 95031 | TRUSTEE | 1 | $0 |
| JOSEPH W PFAHNL P O BOX 282, LOS GATOS, CA 95031 | CHAIR & TREASURER | 2 | $0 |
| CHRIS MILLER P O BOX 282, LOS GATOS, CA 95031 | TRUSTEE | 1 | $0 |
| JO ANN TREMBATH P O BOX 282, LOS GATOS, CA 95031 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET MCINERNEY P O BOX 282, LOS GATOS, CA 95031 | Chairman | 2 | $0 |
| DAN LAWSON P O BOX 282, LOS GATOS, CA 95031 | Trustee | 1 | $0 |
| TREVOR SCHWARTZ P O BOX 282, LOS GATOS, CA 95031 | Trustee | 1 | $0 |
| CAROL WAITTE P O BOX 282, LOS GATOS, CA 95031 | Trustee | 2 | $0 |
| KOHINOOR CHAKRAVARTY P O BOX 282, LOS GATOS, CA 95031 | Trustee | 1 | $0 |
| JOSEPH W PFAHNL P O BOX 282, LOS GATOS, CA 95031 | Treasurer | 2 | $0 |
| CHRIS MILLER P O BOX 282, LOS GATOS, CA 95031 | Trustee | 1 | $0 |
| JO ANN TREMBATH P O BOX 282, LOS GATOS, CA 95031 | Trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 282, LOS GATOS, CA 95031-0282
- In care of
- % TIMOTHY LUNDELL
- Mailing address (990-N for 2008)
- PO Box 282, Los Gatos CA 95031
- Principal officer (990-N for 2008)
- Timothy Lundell, 1065 Asbury Street, San Jose CA 95126
- Signed the 990-PF
- JOSEPH W PFAHNL, CHAIR AND TREASURER
- Phone
- (408) 358-7344
- Return prepared by
- WRP TAX SERVICES INC
California records
California keeps its own records of charities and corporations. Search them by EIN 27-0212530 or by the name LOS GATOS MORNING ROTARY CHARITABLE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-0212530
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $482,375
- Income (IRS master file)
- $120,500
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $86,695 | $86,686 | $482,375 | IRS |
| 990-PF | June 2024 | $96,517 | $90,892 | $481,564 | IRS |
| 990-PF | June 2023 | $56,362 | $79,299 | $476,533 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: Timothy Lundell | June 30, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0212530).
Questions about LOS GATOS MORNING ROTARY CHARITABLE FOUNDATION
- What is the EIN of LOS GATOS MORNING ROTARY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of LOS GATOS MORNING ROTARY CHARITABLE FOUNDATION is 27-0212530.
- Is LOS GATOS MORNING ROTARY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to LOS GATOS MORNING ROTARY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOS GATOS MORNING ROTARY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOS GATOS MORNING ROTARY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOS GATOS MORNING ROTARY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who is the principal officer of LOS GATOS MORNING ROTARY CHARITABLE FOUNDATION?
- The 990-N for 2008 names Timothy Lundell.
- Who are the officers and directors of LOS GATOS MORNING ROTARY CHARITABLE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does LOS GATOS MORNING ROTARY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $86,695, expenses of $86,686 and total assets of $482,375 at year end.
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All nonprofits in LOS GATOS · California · Philanthropy, voluntarism and grantmaking foundations