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Nonprofiteer
← LOS GATOS ROTARY CHARITIES FOUNDATION

Form 990 for tax year 2023

Filed by LOS GATOS ROTARY CHARITIES FOUNDATION.

Totals

Total revenue
$360,131
Total expenses
$303,832
Contributions and grants received
$215,363
Grants paid
$289,891
Program service revenue
$0
Investment income
$144,768
Other revenue
$0
Total assets, end of year
$1,986,491
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,986,491
Program services expenses (Part IX)
$298,070
Management and general expenses
$5,762
Fundraising expenses
$0
Program service expenses (Part III)
$298,070

Program services were 98.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $178,980

  • 1f · All other contributions, gifts and grants

    $36,383

  • 3 · Investment income

    total $56,038 · excluded $56,038

  • 7a · Gross sales of assets other than inventory

    securities $88,730

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $88,730

  • 7d · Net gain or loss

    total $88,730 · excluded $88,730

  • 8a · Fundraising events: gross income

    $53,529

  • 8a · Fundraising events: contributions included on line 1c

    $178,980

  • 8b · Fundraising events: direct expenses

    $53,529

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $289,891 · program services $289,891

  • 11c · Fees: accounting

    total $5,762 · management and general $5,762

  • 11g · Fees: other

    total $7,417 · program services $7,417

  • 24a · Other expenses: CREDIT CARD FEES

    total $762 · program services $762

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $280,166 · end of year $338,609

  • 4 · Accounts receivable

    beginning of year $200 · end of year $100

  • 11 · Investments: publicly traded securities

    beginning of year $1,409,916 · end of year $1,647,782

  • 15 · Other assets

    beginning of year $5,248 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $408 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,695,122 · end of year $1,986,491

Mission and programs · 2023

Mission

ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO SECURE DONATIONS FOR OTHER CHARITABLE ORGANIZATIONS IN FURTHERANCE OF ROTARY'S MOTTO OF SERVICE ABOVE SELF. DONATIONS ARE MADE TO BOTH INTERNATIONAL AND LOCAL ORGANIZATIONS.

  • THE ORGANIZATION MAKES DONATIONS TO OTHER 501(C)3 ORGANIZATIONS TO FURTHER CHARITABLE WORK AND ALSO SPONSORS INTERNATIONAL PROJECTS TO BETTER LIVING CONDITIONS. OPERATING EXPENSES ARE ACCOUNTING SERVICES, BANK CHARGES, AND GOVERNMENT FILLING FEES.

    Expenses $298,070 · Grants $289,891

As filed on the 2023 return.

Listed in Part VII

  • Patti Van Der Burg

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • David Wells

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Kirsten Bridges

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Riley Barr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marty Fishman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Meghan Burton

    DIRECTOR/PRESIDENT

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202501359349303345

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