Lamorinda Sunrise Endowment Fund Inc
Lamorinda Sunrise Endowment Fund Inc is a public charity, based in Lafayette, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $406K in total assets.
Lamorinda Sunrise Endowment Fund Inc at a glance
- Total assets
- $406,443
- +8.3% vs 2024
- Revenue (2025)
- $78,845
- -4.1% vs 2024
- Expenses (2025)
- $47,693
- -27.0% vs 2024
- Latest 990 filing
- Form 990-EZ, 2025 View filing
Data from IRS Form 990-EZ, 2025; updated September 2026.
Who Lamorinda Sunrise Endowment Fund Inc funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2023 it made 2 grants totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $10,000 |
| Stove Team International Portland, OR | Concrete Stoves | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $406,443 | $78,845 | $47,693 | — | — | — |
| 2024 | $375,334 | $82,187 | $65,301 | — | — | — |
| 2023 | $366,228 | $207,083 | $197,217 | $20,000 | 2 | $36,447 |
| 2022 | $397,318 | $136,504 | $178,593 | — | — | — |
| 2021 | $449,892 | $188,617 | $67,794 | — | — | — |
Leadership & Key People
Officers and directors from IRS filings
Lamorinda Sunrise Endowment Fund Inc is led by Steven George, President on the 2025 filing; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Steven George
President
New on the 2025 filing
2 hrs/week
No compensation reported
Bradley Ward
Treasurer
On filings since 2021
5 hrs/week
No compensation reported
Mark Roberts
Secretary
On filings since 2024
1 hr/week
No compensation reported
Former officers (3)
- Former: Frank Dunne (2021–2024) — President
- Former: Peggy Cabaniss (2022–2023) — President
- Former: Martin Cryan (2021) — President
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Lamorinda Sunrise Endowment Fund Inc
How large is Lamorinda Sunrise Endowment Fund Inc?
Lamorinda Sunrise Endowment Fund Inc reported $406K in total assets on its 2025 IRS Form 990-EZ. Its revenue that year was $79K.
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.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2023 (received by the IRS November 14, 2023)
- IRS filings on file for fiscal years 2021–2025
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