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Nonprofiteer
← LAMORINDA SUNRISE ENDOWMENT FUND INC

Form 990 for tax year 2022

Filed by LAMORINDA SUNRISE ENDOWMENT FUND INC.

Totals

Total revenue
$207,083
Total expenses
$197,217
Contributions and grants received
$170,636
Grants paid
$196,537
Program service revenue
$0
Investment income
$36,447
Other revenue
$0
Total assets, end of year
$366,228
Total liabilities, end of year
$390
Net assets or fund balances, end of year
$365,838
Program services expenses (Part IX)
$196,537
Management and general expenses
$680
Fundraising expenses
$0
Program service expenses (Part III)
$196,537

Program services were 99.7% 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.

  • 1f · All other contributions, gifts and grants

    $170,636

  • 3 · Investment income

    total $36,447 · unrelated business $0 · excluded $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $196,537 · program services $196,537

  • 11c · Fees: accounting

    total $300 · program services $0 · management and general $300 · fundraising $0

  • 13 · Office expenses

    total $380 · program services $0 · management and general $380 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $93,802 · end of year $31,142

  • 11 · Investments: publicly traded securities

    beginning of year $303,515 · end of year $335,086

  • 17 · Accounts payable and accrued expenses

    beginning of year $545

  • 19 · Deferred revenue

    beginning of year $1,470 · end of year $390

  • 27 · Net assets without donor restrictions

    beginning of year $395,302 · end of year $365,838

Mission and programs · 2022

Mission

The mission is to raise, receive & distribute funds in furtherance of the charitable and educational purposes of the Rotary Club of Lamorinda Sunrise. In FY 2022-23 over $196,000 was distributed to over 15 organization that needed assistance.

Activities or mission (Part I)

The mission is to raise, receive & distribute funds in furerance of the charitable and educational purposes of the Rotary Club of Lamorinda Sunrise. In FY 2022-23 over $196,000 was distributed to over

  • Purchase of a van for White Pony Express.This will expand WPE ability to rescue and deliver fresh food throught Contra Costa County. WPE already processes 15,000 lb of food daily to people that are in need of fresh food

    Expenses $91,794 · Revenue $77,030

  • Guatemala Floors Project. Concrete floors will reduce diseases caused by parasites for ~33 families. In Guatemala 49% of the children suffer chronic malnutrition. Besides there is an alarming 34% child mortality. This is for the cost of cooncrete floor. Volunteers provided the labor

    Expenses $41,060 · Grants $10,000 · Revenue $37,605

  • Nursing Scholarships. Funds will be sent to Contra Costa Community College to provide scholarships for those students dealing with financial hardships. Funds will be distributed by the college.

    Expenses $14,725 · Grants $14,725 · Revenue $14,725

  • AAUM STEM CONF, AFGAN REFUGE, FAMILY HARVEST FARM POLIO ERADICATION,HOME TEAM, HOPE SOLUTIONS, LN4 HANDS, MENTAL HEALTH CLINIC, PROJECT HEALING WATERS,YOUTH CAMPS, SCHOLARSHIPS,SHELTER BOX, WINTER WORKSHOP FOR KIDS TOTAL $48,958

    Expenses $48,958 · Grants $10,701 · Revenue $41,276

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Peggy Cabaniss

    President

    Total calculated
    $0
    Hours/week
    1

  • Frank Dunn

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Bradley Ward

    Treasurer

    Total calculated
    $0
    Hours/week
    5

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
2022
Filed
11 November 2023
IRS schema version
2022v5.0
Source object
202333189349319528

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