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Nonprofiteer
← LAMORINDA SUNRISE ENDOWMENT FUND INC

Form 990-EZ for tax year 2024

Filed by LAMORINDA SUNRISE ENDOWMENT FUND INC.

Totals

Total revenue
$78,845
Total expenses
$47,693
Contributions and grants received
$45,726
Grants paid
$44,518
Program service revenue
$0
Membership dues (line 3)
$0
Investment income (line 4)
$33,119
Gain or loss on sale of assets (line 5c)
$0
Gaming and fundraising events, net (line 6d)
$0
Gross profit on inventory sales (line 7c)
$0
Other revenue (line 8)
not reported
Total assets, end of year
$406,443
Total liabilities, end of year
$70
Net assets or fund balances, end of year
$406,373
Program service expenses (Part III)
$47,694

Program services were 100.0% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2024

Primary exempt purpose

PERFORM CHARITABLE AND COMMUNITY SERVICES

  • ROTARY YOUTH CAMPS

    Expenses $4,600 · Grants $4,600

  • NURSING SCHOLARSHIPS

    Expenses $5,200 · Grants $5,200

  • GOOD CHARACTER AWARDS TO MIDDLE SCHOOL STUDENTS

    Expenses $4,926 · Grants $4,926

  • In FY 2024-25 over 25 organization receive grants. Of those only 1 was $5000 and over. The grants were community based and were scholarships, senior assistance,summer camps, winter workship for kids to international projects. Prior to awarding any grant the grant committee evaluates each application.

    Expenses $32,968 · Grants $32,968

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part IV

  • Steven George

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Bradley Ward

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Mark Roberts

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, 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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990_ez
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202513219349208871

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