Mission
PERFORM CHARITABLE AND COMMUNITY SERVICES
Small Public Charity
LAMORINDA SUNRISE ENDOWMENT FUND INC
Based in LAFAYETTE, CA, LAMORINDA SUNRISE ENDOWMENT FUND INC operates as a Small Public Charity. The organization reported $79K in revenue, $48K in expenses, $406K in total assets for fiscal year 2025. Imperigo tracks 2 reported grant relationships connected to this organization totaling approximately $60K.
EIN: 680367042
LAFAYETTE, CA
Latest filing: 2025
Total Revenue$79K
Total Expenses$48K
Total Assets$406K
Grant Records2
Funding Total$60K
Filing Years2020–2025
Where $100 goes at Lamorinda Sunrise Endowment Fund Inc
How Lamorinda Sunrise Endowment Fund Inc divides every $100 it spends, from its own Form 990-EZ filings, averaged across 5 years.
$100
Programs
the work itself
<$1
Everything else
operations and overhead
Form 990-EZ reports program spending but doesn't separate management from fundraising, so those are shown together.
Inside the $100 for programs
$69
In FY 2024-25 over 25 organization receive grants
$11
Nursing scholarships
$10
Good character awards to middle school students
Plus 1 more program. Cost per person served and the full program breakdown are on the full profile.
Source: Form 990-EZ filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
Community needs
$42,007
COMMUNITY NEEDS
$17,500
Showing up to 5 of 2 total records — full history available with membership.
Officers & Directors
TREASURER
Bradley Ward
SECRETARY
Mark Roberts
PRESIDENT
Steven George
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $79K | $48K | $406K |
| 2024 | $82K | $65K | $375K |
| 2023 | $207K | $197K | $366K |
| 2021 | $189K | $68K | $450K |
| 2020 | $160K | $88K | $347K |
Between 2020 and 2025, reported annual revenue declined from $160K to $79K (-51%), with total assets most recently reported at $406K.
Interactive year-over-year charts and full filing details available with membership.