Skip to content
ProPublica Donate
ProPublica Donate

Los Gatos Morning Rotary Charitable Foundation

  • Los Gatos, CA
  • Tax-exempt since July 2009
  • EIN: 27-0212530

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$96.5k (2024)

Expenses
$90.9k (2024)

Total Assets
$482k (2024)

Total Liabilities
$21.8k (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$96,517
Expenses
$90,892
Net Income
$5,625
Net Assets
$459,724
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $17,725
18.4%
Interest Revenue $16
0.0%
Dividends $14,092
14.6%
Sales of Assets -$274
Other Income $64,958
67.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $69,050
76.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $481,564
Total Liabilities $21,840
Net Assets $459,724
Compensation
Key Employees and Officers Compensation Other
Lisa Sieber (Trustee) $0 $0
Dan Lawson (Trustee) $0 $0
Trevor Schwartz (Endowment Fund Manager) $0 $0
Carol Waitte (Trustee) $0 $0
Kohinoor Chakravarty (Trustee) $0 $0
Joseph W Pfahnl (Chair & Treasurer) $0 $0
Chris Miller (Trustee) $0 $0
Jo Ann Trembath (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,362
Expenses
$79,299
Net Income
-$22,937
Net Assets
$454,099
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $30,444
54.0%
Interest Revenue $21
0.0%
Dividends $9,928
17.6%
Sales of Assets $1,969
3.5%
Other Income $14,000
24.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $70,939
89.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $476,533
Total Liabilities $22,434
Net Assets $454,099
Compensation
Key Employees and Officers Compensation Other
Margaret Mcinerney (Chairman) $0 $0
Dan Lawson (Trustee) $0 $0
Trevor Schwartz (Trustee) $0 $0
Carol Waitte (Trustee) $0 $0
Kohinoor Chakravarty (Trustee) $0 $0
Joseph W Pfahnl (Treasurer) $0 $0
Chris Miller (Trustee) $0 $0
Jo Ann Trembath (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$169,988
Expenses
$169,397
Net Income
$591
Net Assets
$477,036
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $89,645
52.7%
Interest Revenue $294
0.2%
Dividends $11,730
6.9%
Sales of Assets $7,319
4.3%
Other Income $61,000
35.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $159,247
94.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $500,950
Total Liabilities $23,914
Net Assets $477,036
Compensation
Key Employees and Officers Compensation Other
Margaret Mcinerney (Secretary/T'tee) $0 $0
Dan Lawson (Trustee) $0 $0
Trevor Schwartz (Trustee) $0 $0
Lynne H Brown (Chairman) $0 $0
Joseph W Pfahnl (Treasurer/T'tee) $0 $0
Chris Miller (Trustee) $0 $0
Jo Ann Trembath (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Jan. 31, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$77,757
Expenses
$90,997
Net Income
-$13,240
Net Assets
$476,445
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $42,318
54.4%
Interest Revenue $0
Dividends $7,210
9.3%
Sales of Assets $8,229
10.6%
Other Income $20,000
25.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $82,062
90.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $517,248
Total Liabilities $40,803
Net Assets $476,445
Compensation
Key Employees and Officers Compensation Other
Margaret Mcinerney (Chair/Secretary) $0 $0
Dan Lawson (Trustee) $0 $0
Trevor Schwartz (Trustee) $0 $0
Lynne H Brown (Ex Officio) $0 $0
Joseph W Pfahnl (Treas/Trustee) $0 $0
Chris Miller (Trustee) $0 $0
Jo Ann Trembath (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 3, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$164,326
Expenses
$184,766
Net Income
-$20,440
Net Assets
$489,685
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,990
4.3%
Interest Revenue $5
0.0%
Dividends $9,607
5.8%
Sales of Assets $2,644
1.6%
Other Income $145,080
88.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $89,246
48.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $528,275
Total Liabilities $38,590
Net Assets $489,685
Compensation
Key Employees and Officers Compensation Other
Margaret Mcinerney (Chair/Secretary) $0 $0
Dan Lawson (Trustee) $0 $0
Trevor Schwartz (Trustee) $0 $0
Lynne H Brown (Ex Officio) $0 $0
Joseph W Pfahnl (Treas/Trustee) $0 $0
Chris Miller (Trustee) $0 $0
Jo Ann Trembath (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 20, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$247,188
Expenses
$206,470
Net Income
$40,718
Net Assets
$510,125
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $9,865
4.0%
Interest Revenue $15
0.0%
Dividends $21,085
8.5%
Sales of Assets $2,802
1.1%
Other Income $213,421
86.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $74,158
35.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $566,593
Total Liabilities $56,468
Net Assets $510,125
Compensation
Key Employees and Officers Compensation Other
Margaret Mcinerney (Chairman) $0 $0
Richard Schmidt (Ex Officio) $0 $0
Trevor Schwartz (Trustee) $0 $0
Lynne H Brown (Trustee) $0 $0
Joseph W Pfahnl (Treas/Trustee) $0 $0
Diana Pleasant (Secretary) $0 $0
Jo Ann Trembath (Sch Comm/Tr) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$173,848
Expenses
$128,022
Net Income
$45,826
Net Assets
$469,407
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,774
4.5%
Interest Revenue $5
0.0%
Dividends $17,677
10.2%
Sales of Assets $1,140
0.7%
Other Income $147,252
84.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,587
41.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $499,756
Total Liabilities $30,349
Net Assets $469,407
Compensation
Key Employees and Officers Compensation Other
Margaret Mcinerney (Trustee) $0 $0
Richard Schmidt (Trustee) $0 $0
Trevor Schwartz (Chair/Trustee) $0 $0
Michael Balistreri (Ex Officio) $0 $0
Joseph W Pfahnl (Treas/Trustee) $0 $0
Diana Pleasant (Secretary) $0 $0
Jo Ann Trembath (Sch Committee) $0 $0
Paul Yeadon (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Jan. 18, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$244,155
Expenses
$195,682
Net Income
$48,473
Net Assets
$423,581
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $8,925
3.7%
Interest Revenue $1
0.0%
Dividends $5,481
2.2%
Sales of Assets -$1,330
Other Income $231,078
94.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $58,051
29.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $470,453
Total Liabilities $46,872
Net Assets $423,581
Compensation
Key Employees and Officers Compensation Other
Margaret Mcinerney (Trustee) $0 $0
Richard Schmidt (Trustee) $0 $0
Trevor Schwartz (Chair/Trustee) $0 $0
Michael Balistreri (Ex Officio) $0 $0
Joseph W Pfahnl (Treas/Trustee) $0 $0
Diana Pleasant (Secretary) $0 $0
Jo Ann Trembath (Sch Committee) $0 $0
Paul Yeadon (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$236,963
Expenses
$200,337
Net Income
$36,626
Net Assets
$343,876
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,787
2.0%
Interest Revenue $1
0.0%
Dividends $9,596
4.0%
Sales of Assets $168
0.1%
Other Income $222,411
93.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $56,965
28.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $435,090
Total Liabilities $91,214
Net Assets $343,876

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$82,358
Expenses
$80,044
Net Income
$2,314
Net Assets
$38,211
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,540
28.6%
Program Services $58,818
71.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $38,211
Total Liabilities $0
Net Assets $38,211

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$84,924
Expenses
$74,000
Net Income
$10,924
Net Assets
$35,897
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,076
28.4%
Program Services $60,848
71.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $43,228
Total Liabilities $7,331
Net Assets $35,897

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$90,676
Expenses
$76,701
Net Income
$13,975
Net Assets
$24,973
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,749
30.6%
Program Services $63,521
70.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$594
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $24,973
Total Liabilities $0
Net Assets $24,973

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$86,758
Expenses
$96,908
Net Income
-$10,150
Net Assets
$10,998
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,635
31.9%
Program Services $59,921
69.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$268
Net Inventory Sales -$530
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,998
Total Liabilities $0
Net Assets $10,998

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated