Los Gatos Morning Rotary
Los Gatos Morning Rotary is a private foundation based in Los Gatos, California. Its 2025 filing reports 14 grants totaling $69,700, including support for community organizations and scholarships for individuals.
Los Gatos Morning Rotary at a glance
In short: Los Gatos Morning Rotary gave $70K across 14 grants in 2025 (avg $5K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $69,700
- +0.9% vs 2024
- Grants made (2025)
- 14
- -22.2% vs 2024
- Average grant
- $4,979
- +29.8% vs 2024
- Median grant
- $3,500
- Total assets
- $482,375
- +0.2% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Los Gatos Morning Rotary
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. The 2024 filing lists Joseph W Pfahnl as the contact and says application criteria, materials, restrictions, and limitations are outlined in the grant application.
- Contact
Application contact: Joseph W Pfahnl
Mailing address: P O Box 282, Los Gatos, CA 95031
Phone: (408) 358-7344
Email: jpfahnl@e-upsafe.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Los Gatos Morning Rotary funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Counseling and Support Services for Youth (Cassy) ($15K). Together the top 8 received $50K.
Organizations only. It also paid 6 individual scholarships ($20,000), which are not listed by name.
Grant Size Distribution
89 grants across all recorded years
The most common grant size was under $50K: 88 grants of 89 (99%).
Geographic Focus
Where this funder awards grants
All 2025 grant dollars went to recipients in California.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
Cities
How Los Gatos Morning Rotary gives
- Giving fell 56% from 2022 to 2025. Method
- In 2025 it paid out 266% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $69K (2024) to $159K (2022). In 2025 it made 14 grants totaling $70K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Counseling and Support Services for Youth (Cassy) Santa Clara, CA | Financial Suppport | $15,000 |
| Altadena Rotary Charities Altadena, CA | Fire Relief | $10,000 |
| Los Gatos Museum Association Los Gatos, CA | Financial Support (Art Now) | $10,000 |
| Los Gatos Music & Arts Los Gatos, CA | Financial Support | $5,000 |
| Los Gatos Public Media (Kcat) Los Gatos, CA | Financial Support (Oktoberfest) | $5,000 |
| 6 individual scholarships Recipients not named | — | $20,000 |
| West Valley Community Services Cupertino, CA | Financial Support | $2,500 |
| Rotary Distrct 5170 (Camp Ryla) Livermore, CA | Youth Leadership Camp | $1,900 |
| Rotary Distrct 5170 (Interact) Livermore, CA | Youth Leadership Conference | $300 |
Ready to take the next step with Los Gatos Morning Rotary?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $482,375 | $86,695 | $86,686 | $69,700 | 14 | $69,700 | $26,585 | $26,252 |
| 2024 | $481,564 | $96,517 | $90,892 | $69,050 | 18 | $69,050 | $11,600 | $24,428 |
| 2023 | $476,533 | $56,362 | $79,299 | $70,939 | 13 | $70,939 | $9,621 | $23,275 |
| 2022 | $500,950 | $169,988 | $169,397 | $159,247 | 20 | $159,247 | $16,653 | $26,020 |
| 2021 | $517,248 | $77,757 | $90,997 | $82,062 | 24 | — | $13,114 | $26,827 |
Under IRS private-foundation payout rules, Los Gatos Morning Rotary reported a distributable amount of $26K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The available filing information does not state the foundation’s mission. Its 2025 grants included support for arts and cultural organizations, youth services, community services, fire relief, and scholarships.
Among its grantees, the Los Gatos Museum Association describes its mission as engaging the community at the intersection of art, history, and education. West Valley Community Services says its mission is to unite the community to fight hunger and homelessness. Altadena Rotary Charities says it benefits residents of the Altadena and Pasadena areas by supporting charitable and philanthropic work through projects and volunteer support.
Grantmaking
In 2025, the foundation gave 14 grants totaling $69,700. Grants ranged from $300 to $15,000, with a median of $3,500.
The largest reported grants were $15,000 to Counseling and Support Services for Youth (CASSY) for financial support; $10,000 to Altadena Rotary Charities for fire relief; $10,000 to the Los Gatos Museum Association for financial support for Art Now; $5,000 to Los Gatos Music & Arts for financial support; and $5,000 to Los Gatos Public Media (KCAT) for financial support for Oktoberfest. The filing also lists six scholarship awards to individual recipients, ranging from $3,000 to $4,000 each. West Valley Community Services received $2,500 for financial support.
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Its 2024 filing says grant criteria and limitations are outlined in the grant application, and that restrictions and limitations are also outlined there.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Lisa Sieber, Dan Lawson, Carol Waitte, Kohinoor Chakravarty, Chris Miller, and Jo Ann Trembath as trustees; Joseph W Pfahnl as chair and treasurer; and Trevor Schwartz as endowment fund manager.
Los Gatos Morning Rotary is led by Joseph W. Pfahnl, Chair & Treasurer since 2024 (on filings since 2021); none of the 8 officers listed in 2025 report compensation.
Officers on the 2025 filing
Joseph W. Pfahnl
Chair & Treasurer
Treasurer & T'tee → Treasurer, 2023
Treasurer → Chair & Treasurer, 2024
On filings since 2021
2 hrs/week
No compensation reported
Chris Miller
Trustee
On filings since 2021
1 hr/week
No compensation reported
Dan Lawson
Trustee
On filings since 2021
1 hr/week
No compensation reported
Jo Ann Trembath
Trustee
On filings since 2021
1 hr/week
No compensation reported
Carol Waitte
Trustee
On filings since 2023
1 hr/week
No compensation reported
Kohinoor Chakravarty
Trustee
On filings since 2023
1 hr/week
No compensation reported
Lisa Sieber
Trustee
On filings since 2024
1 hr/week
No compensation reported
Trevor Schwartz
Endowment Fund Manager
Trustee → Endowment Fund Manager, 2024
On filings since 2021
1 hr/week
No compensation reported
Former officers (2)
- Former: Margaret McInerney (2021–2023) — Chairman
- Former: Lynne H. Brown (2021–2022) — Chairman
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 Los Gatos Morning Rotary
How much does Los Gatos Morning Rotary give each year?
Los Gatos Morning Rotary gave $70K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $69K across 18 grants.
What is Los Gatos Morning Rotary's typical grant size?
Los Gatos Morning Rotary's median grant in 2025 was $3,500, and its average grant was $4,979, across 14 grants on its 2025 IRS Form 990-PF.
Where does Los Gatos Morning Rotary give grants?
Los Gatos Morning Rotary gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Los Gatos, CA (3 grants) and Livermore, CA (2 grants).
Does Los Gatos Morning Rotary give general operating support?
Not in 2025: none of the 14 grants with a stated purpose on Los Gatos Morning Rotary's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship Award" (6 grants).
Who are Los Gatos Morning Rotary's largest grantees?
Los Gatos Morning Rotary's largest 2025 grantees include Counseling and Support Services for Youth (Cassy) ($15,000), Altadena Rotary Charities ($10,000) and Los Gatos Museum Association ($10,000), according to its 2025 IRS Form 990-PF. It also paid 6 individual scholarships ($20,000), which are not listed by name. Together they received 50% of its itemized 2025 grant dollars.
How large is Los Gatos Morning Rotary?
Los Gatos Morning Rotary reported $482K in total assets on its 2025 IRS Form 990-PF. It paid out $70K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets).
What does Los Gatos Morning Rotary fund?
The available filing information does not state the foundation’s mission. Its 2025 grants included support for arts and cultural organizations, youth services, community services, fire relief, and scholarships. See mission & focus areas ↑
How do I apply for a grant from Los Gatos Morning Rotary?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2021–2025.
Does Los Gatos Morning Rotary accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2021–2024
Explore Open Grants
Browse active grant opportunities in Los Gatos Morning Rotary's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
Kaiser Foundation Hospitals
Oakland, CA
Kaiser Foundation Hospitals funds health care access and services, community health, health education, and related work, with priorities including mental and behavioral health, housing, and income and employment. Its 2024 grants had a median of $25,000, though amounts varied widely; most grant dollars went to California, with some going elsewhere. In Southern California, it says it does not accept unsolicited letters of inquiry or proposals and awards grants through competitive processes to pre-identified organizations.
Assets
$87.4B
Grants
1,122
Total Given
$225.4M
The Sobrato Family Foundation
Mountain View, CA
The foundation supports economic opportunity and education, including small-business access, workforce and college pathways, English learners, supportive housing, and community-based organizations serving people facing challenges. In 2024, grants ranged from $100 to $5 million, with a median of $75,000; its focus is Silicon Valley, though most grant dollars went to California. The filing says applications are sent directly and nonprofits can use an online form to receive funding-opportunity information; it does not state whether unsolicited requests are accepted.
Assets
$886.3M
Grants
526
Total Given
$69.3M
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
The David and Lucile Packard Foundation
Los Altos, CA
The David and Lucile Packard Foundation funds charitable organizations working on just societies, healthy families and communities, and a healthy natural world, including climate solutions, ocean conservation, and science. Its 2024 grants had a median of $150,000, and half of grant dollars went to California recipients. It accepts unsolicited requests, but less than 1% of its grants come from them.
Assets
$8.5B
Grants
1,029
Total Given
$350.0M
Star One Credit Union
Sunnyvale, CA
Star One Credit Union supports nonprofits working in areas such as food access, health, homelessness prevention, and education, primarily in Santa Clara County and neighboring counties. Its 2024 grants ranged from $6,000 to $50,000, with a median of $10,000. The profile does not state whether it accepts unsolicited requests.
Assets
$9.5B
Grants
49
Total Given
$691K
More similar funders
More Funders in California
Cite this profile
Grantable. (2026). Los Gatos Morning Rotary funder profile. GrantGraph. Retrieved October 6, 2026, from https://grantable.co/funders/los-gatos-morning-rotary-morg_60a3c59e53c84252b9a3f922986835fb
BibTeX
@misc{grantable_270212530_2026,
author = {{Grantable}},
title = {{Los Gatos Morning Rotary funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/los-gatos-morning-rotary-morg_60a3c59e53c84252b9a3f922986835fb},
note = {Accessed 2026-10-06. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Los Gatos Morning Rotary's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Los Gatos Morning Rotary down — hundreds of funders to go?