Nonprofit · EIN 68-0538060
SARATOGA ROTARY CHARITABLE FOUNDATION
Tax-exempt · SARATOGA, CA 95070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $141,140 | $161,700 | -$20,560 | $2,498,217 | $11,124 | $2,487,093 |
| June 30, 2024 | 990 | $209,567 | $80,415 | $129,152 | $2,337,098 | $10,224 | $2,326,874 |
| June 30, 2023 | 990 | $109,361 | $108,077 | $1,284 | $2,016,175 | $0 | $2,016,175 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $15,344
- Program service revenue
- $0
- Investment income
- $67,206
- Net income from fundraising events
- $58,590
- Other revenue
- $58,590
Expenses
- Grants and similar amounts paid
- $156,781
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,593
- Program services (functional)
- $156,778
- Management and general (functional)
- $4,919
Balance sheet and other
- Total assets, start of year
- $2,337,098
- Total assets, end of year
- $2,498,217
- Total liabilities, end of year
- $11,124
- Net assets, end of year
- $2,487,093
- Publicly traded securities
- $2,294,390
- Net assets without donor restrictions
- $179,236
- Net assets with donor restrictions
- $2,307,857
- Gross receipts
- $173,284
- Employees
- 0
- Year formed
- 2003
- State of legal domicile
- CA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Phil Young | Director Trustee or director | 0.5 | $0 |
| James LeBlanc | Director Trustee or director | 0.5 | $0 |
| Bella Mahoney | Director Trustee or director | 0.5 | $0 |
| Wes Toy | Director Trustee or director | 0.5 | $0 |
| Chuck Swan | Director Trustee or director | 0.5 | $0 |
| Bruce Hodgin | Director Trustee or director | 0.5 | $0 |
| Chuck Page | Director Trustee or director | 0.5 | $0 |
| Terrie Creamer | CEO Officer | 2 | $0 |
| Sangita Seshadri | CFO Officer | 2 | $0 |
| Patti Workman | Secretary Officer | 1 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sandra Prevot | CEO Officer | 2 | $0 |
| Terrie Creamer | CFO Officer | 2 | $0 |
| Marci Nomiura | Secretary Officer | 1 | $0 |
990 for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES LINDSAY | CEO Officer | 0 | $0 |
| SANDIE PREVOT | CFO Officer | 0 | $0 |
| VERNA WONG | SECRETARY Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2244, SARATOGA, CA 95070-0244
- Principal officer (990 for 2024)
- TERRIE CREAMER, PO Box 2244, SARATOGA, CA 950700244
- Signed the 990
- TERRIE CREAMER, CEO
- Phone
- (408) 867-5990
- Return prepared by
- KELLY KAI-LING HWANG CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0538060 or by the name SARATOGA 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)
Mission
Grants to support 1 youth services activities - high school seniors, rotary youth entrepreneurial leaders, and various school programs, 2 community services activities - Feeding the Hungry, Rise Against Hunger, Operation Care Comfort, and other programs. 3 community partners in healthcare, elder care and art, culture nature.
Program accomplishments
- The foundation provides grants to 1 Youth Services Activities include scholarships of 15k to high school seniors and local college students 10-12 Rotary youth leadership training sponsorships 6-10 Entrepreneurial leadership conference sponsorships donation of 3600 books to Read Across America over the years 10 students back to school help career conversations and mentorship for underprivileged students. 2 Community Services Activities include distributing 10k-30k meals to hungry students and Rise Against Hunger internationally purchasing and packing 600 care packages to 300 active-duty service men and women providing breakfasts to local schools and conducting community cleanup. 3 Grants Awarded to 12 to 20 Community Partners in the fields of a Healthcare and medical, b Community welfare, c Elder care, d Education, e Art, Culture and Nature.Expenses $156,778 · grants $156,778
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 68-0538060
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P12)
- Assets (IRS master file)
- $2,498,217
- Income (IRS master file)
- $173,284
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $141,140 | $161,700 | $2,498,217 | XML |
| 990 | June 2024 | $209,567 | $80,415 | $2,337,098 | XML |
| 990 | June 2023 | $109,361 | $108,077 | $2,016,175 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
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 68-0538060).
Questions about SARATOGA ROTARY CHARITABLE FOUNDATION
- What is the EIN of SARATOGA ROTARY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SARATOGA ROTARY CHARITABLE FOUNDATION is 68-0538060.
- Is SARATOGA ROTARY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to SARATOGA ROTARY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SARATOGA ROTARY CHARITABLE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SARATOGA 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 SARATOGA ROTARY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SARATOGA ROTARY CHARITABLE FOUNDATION?
- The 990 for the year ended June 30, 2025 names TERRIE CREAMER.
- Who are the officers and directors of SARATOGA ROTARY CHARITABLE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does SARATOGA ROTARY CHARITABLE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $141,140, expenses of $161,700 and total assets of $2,498,217 at year end.
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