Lamorinda Sunrise Endowment Fund Inc logo

Lamorinda Sunrise Endowment Fund Inc

LAFAYETTE, CA EIN: 68-0367042 Website

Lamorinda Sunrise Endowment Fund Inc is a nonprofit organization, based in LAFAYETTE, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $406K in total assets.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$406K

+8.3% YoY

Revenue

$79K

-4.1% YoY

Net Investment Income

Expenses

$48K

-27.0% YoY

About Lamorinda Sunrise Endowment Fund Inc

Based on IRS filings

Lamorinda Sunrise Endowment Fund Inc is a nonprofit organization, based in LAFAYETTE, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $406K in total assets.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

PortlandSan Pablo

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$57K$114K$171K$228K20212022202320242025
Metric202520242023
Total Assets$406,443$375,334$366,228
Revenue$78,845$82,187$207,083
Expenses$47,693$65,301$197,217
Qualifying Distributions
Net Investment Income$36,447
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K0 grants20210 grants20222 grants20230 grants20240 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2025

Grant Size Distribution

2 grants across all recorded years

2<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
STEVEN GEORGEPRESIDENT2
BRADLEY WARDTREASURER5
MARK ROBERTSSECRETARY1

Frequently Asked Questions

How large is Lamorinda Sunrise Endowment Fund Inc?

As of 2025, Lamorinda Sunrise Endowment Fund Inc holds $406K in total assets with $79K in annual revenue.

Where does Lamorinda Sunrise Endowment Fund Inc operate?

Lamorinda Sunrise Endowment Fund Inc has awarded grants in California, Oregon.

What is Lamorinda Sunrise Endowment Fund Inc's EIN?

Lamorinda Sunrise Endowment Fund Inc's EIN (Employer Identification Number) is 68-0367042. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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