Los Gatos Morning Rotary is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOS GATOS, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $482K in total assets. In 2024, it awarded 18 grants totaling $69K. Net investment income was $12K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$482K
+1.1% YoY
Annual Giving
$69K
-2.7% YoY
Grant Count
18
+38.5% YoY
Avg Grant Size
$4K
-29.7% YoY
Under IRS private-foundation payout rules, Los Gatos Morning Rotary reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.
About Los Gatos Morning Rotary
Based on IRS filings
Los Gatos Morning Rotary is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOS GATOS, CA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $482K in total assets. In 2024, it awarded 18 grants totaling $69K. Net investment income was $12K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $481,564 | $476,533 | $500,950 |
| Revenue | $96,517 | $56,362 | $169,988 |
| Expenses | $90,892 | $79,299 | $169,397 |
| Qualifying Distributions | $69,050 | $70,939 | $159,247 |
| Net Investment Income | $11,600 | $9,621 | $16,653 |
| Distributable Amount | $24,428 | $23,275 | $26,020 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
75 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Rebuilding Together Silicon Valley ($7,600), Rotary District 5000 ($7,305), West Valley Community Services ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| REBUILDING TOGETHER SILICON VALLEY SAN JOSE, CA | FINANCIAL SUPPORT | $7,600 |
| WEST VALLEY COMMUNITY SERVICES CUPERTINO, CA | FINANCIAL SUPPORT | $5,000 |
| ENTERPRISE LEADERSHIP CONFERENCE (S J ROTARY) SAN JOSE, CA | YOUTH ENTREPRENEUR CAMP | $4,000 |
| LOS GATOS UNITED MEHODIST CHURCH (COLONET MISSION) LOS GATOS, CA | FINANCIAL SUPPORT | $5,000 |
| RISE AGAINST HUNGER RALEIGH, NC | FINANCIAL SUPPORT | $1,000 |
| LOS GATOS MUSIC & ARTS LOS GATOS, CA | FINANCIAL SUPPORT | $5,000 |
| ROTARY DISTRICT 5170 (CAMP RYLA) LIVERMORE, CA | YOUTH LEADERSHIP CAMP | $1,900 |
| ROTARY DISTRICT 5000 HONOLULU, HI | MAUI FIRE RELIEF | $7,305 |
| LOS GATOS MUSEUM ASSOCIATION LOS GATOS, CA | FINANCIAL SUPPORT (ART NOW PROJECT) | $5,000 |
| ISABALLA BEVERIDGE SAN JOSE, CA | SCHOLARSHIP AWARD | $4,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LISA SIEBER | TRUSTEE | 1 | — |
| DAN LAWSON | TRUSTEE | 1 | — |
| TREVOR SCHWARTZ | ENDOWMENT FUND MANAGER | 1 | — |
| CAROL WAITTE | TRUSTEE | 1 | — |
| KOHINOOR CHAKRAVARTY | TRUSTEE | 1 | — |
| JOSEPH W PFAHNL | CHAIR & TREASURER | 2 | — |
| CHRIS MILLER | TRUSTEE | 1 | — |
| JO ANN TREMBATH | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Los Gatos Morning Rotary?
Los Gatos Morning Rotary is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOS GATOS, CA. It holds $482K in total assets as of 2024.
How large is Los Gatos Morning Rotary?
As of 2024, Los Gatos Morning Rotary holds $482K in total assets with $97K in annual revenue. It awarded 18 grants totaling $69K in 2024.
Where does Los Gatos Morning Rotary operate?
Los Gatos Morning Rotary has awarded grants in California, Hawaii, Illinois, North Carolina.
What size grants does Los Gatos Morning Rotary award?
In 2024, Los Gatos Morning Rotary awarded 18 grants totaling $69K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Los Gatos Morning Rotary required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Los Gatos Morning Rotary reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Los Gatos Morning Rotary's EIN?
Los Gatos Morning Rotary's EIN (Employer Identification Number) is 27-0212530. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Los Gatos Morning Rotary's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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