Nonprofit · EIN 94-2575930
LOS ALTOS ROTARY ENDOWMENT FUND INC
Tax-exempt · LOS ALTOS, CA 94023
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $507,105 | $430,714 | $76,391 | $2,500,579 | $203,887 | $2,296,692 |
| June 30, 2024 | 990 | $375,048 | $352,111 | $22,937 | $2,341,935 | $330,490 | $2,011,445 |
| June 30, 2023 | 990 | $871,390 | $298,476 | $572,914 | $2,122,419 | $257,563 | $1,864,856 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $433,777
- Program service revenue
- $0
- Investment income
- $73,328
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $424,372
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,250
- Program services (functional)
- $424,372
- Management and general (functional)
- $6,342
Balance sheet and other
- Total assets, start of year
- $2,341,935
- Total assets, end of year
- $2,500,579
- Total liabilities, end of year
- $203,887
- Net assets, end of year
- $2,296,692
- Gross receipts
- $616,089
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1978
- 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 |
|---|---|---|---|
| BRUCE FITZGERALD | TRUSTEE Trustee or director | 1 | $0 |
| BROOKE SCHILLER | TRUSTEE Trustee or director | 1 | $0 |
| BRANDON SMITH | TREASURER Trustee or director, Officer | 2 | $0 |
| GEORGE SHEA | SECRETARY Trustee or director, Officer | 1 | $0 |
| FRANK ELMER | CO-PRESIDENT Trustee or director, Officer | 5 | $0 |
| ELSBETH TEBRAKE | CO-PRESIDENT Trustee or director, Officer | 5 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE EYRE | PRESIDENT Trustee or director, Officer | 4 | $0 |
| CRYSTA KRAMES | TRUSTEE Trustee or director | 1 | $0 |
| BRANDON SMITH | TRUSTEE Trustee or director | 1 | $0 |
| GEORGE SHEA | SECRETARY Trustee or director, Officer | 1 | $0 |
| FRANK ELMER | TREASURER Trustee or director, Officer | 1 | $0 |
| ELSBETH TEBRAKE | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE EYRE | PRESIDENT Trustee or director, Officer | 5 | $0 |
| WENDY WALLEIGH | SECRETARY Trustee or director, Officer | 1 | $0 |
| JACK KELLY | TREASURER Trustee or director, Officer | 2 | $0 |
| CRYSTA KRAMES | TRUSTEE Trustee or director, Officer | 1 | $0 |
| BRANDON SMITH | TRUSTEE Trustee or director, Officer | 1 | $0 |
| LINDSAY CARPENTER | TRUSTEE Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 794, LOS ALTOS, CA 94023-0794
- Principal officer (990 for 2024)
- FRANK ELMER, PO BOX 794, LOS ALTOS, CA 94022
- Signed the 990
- FRANK ELMER, PRESIDENT
- Phone
- (650) 388-2273
- Return prepared by
- MACIAS GINI & O'CONNELL LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2575930 or by the name LOS ALTOS ROTARY ENDOWMENT FUND INC.
- 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
THE MISSION OF THE LOS ALTOS ROTARY ENDOWMENT FUND IS THE MANAGEMENT OF CONTRIBUTIONS RECEIVED BY THE ROTARY CLUB OF LOS ALTOS, FOR THE PURPOSE OF DISPENSING GRANTS, SCHOLARSHIPS AND CHARITABLE CONTRIBUTIONS, BUILDING AN ENDOWMENT FOR THE FUTURE AND TO OTHERWISE AID AND SUPPORT WORTHY ORGANIZATIONS, BE THEY LOCAL, NATIONAL OR INTERNATIONAL IN NATURE, THAT ARE ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL OR COMMUNITY-BUILDING PURPOSES.
Program accomplishments
- COMMUNITY SERVICE PROJECTSExpenses $424,372 · grants $424,372
- VETERANS
- WORLD COMMUNITY SERVICE PROJECTS
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
- 94-2575930
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,500,579
- Income (IRS master file)
- $616,089
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $507,105 | $430,714 | $2,500,579 | XML |
| 990 | June 2024 | $375,048 | $352,111 | $2,341,935 | XML |
| 990 | June 2023 | $871,390 | $298,476 | $2,122,419 | XML |
| 990 | June 2022 | $472,931 | $186,056 | $1,449,694 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 94-2575930).
Questions about LOS ALTOS ROTARY ENDOWMENT FUND INC
- What is the EIN of LOS ALTOS ROTARY ENDOWMENT FUND INC?
- The employer identification number (EIN) of LOS ALTOS ROTARY ENDOWMENT FUND INC is 94-2575930.
- Is LOS ALTOS ROTARY ENDOWMENT FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to LOS ALTOS ROTARY ENDOWMENT FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LOS ALTOS ROTARY ENDOWMENT FUND INC 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 LOS ALTOS ROTARY ENDOWMENT FUND INC 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 ALTOS ROTARY ENDOWMENT FUND INC 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 LOS ALTOS ROTARY ENDOWMENT FUND INC?
- The 990 for the year ended June 30, 2025 names FRANK ELMER.
- Who are the officers and directors of LOS ALTOS ROTARY ENDOWMENT FUND INC?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does LOS ALTOS ROTARY ENDOWMENT FUND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $507,105, expenses of $430,714 and total assets of $2,500,579 at year end.
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- CREATIVE CENTER OF LOS ALTOS EIN 94-1527492 · last filed 990 for 2025
- THE HEISING-SIMONS FOUNDATION EIN 26-0799587 · last filed 990-PF for 2024
- FAT TIRE FOUNDATION EIN 20-8066058 · last filed 990-PF for 2024
- LOS ALTOS GOLF & COUNTRY CLUB EIN 94-0639250 · last filed 990 for 2025
- WADHWANI OPERATING FOUNDATION EIN 38-3840804 · last filed 990-PF for 2024