VEBA TRUST FOR RETIREES OF FHDA
Cite this
Plain text VEBA TRUST FOR RETIREES OF FHDA. Strategy Studio, nonprofit organization profile, tax years 2015–2024. https://strategystudio.org/org/473000476. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). VEBA TRUST FOR RETIREES OF FHDA [Nonprofit organization profile; tax years 2015–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/473000476
MLA “VEBA TRUST FOR RETIREES OF FHDA.” Strategy Studio, tax years 2015–2024, https://strategystudio.org/org/473000476. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2015–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $309K · expenses $95K · assets $2.7M
- Also known as
- FOOTHILL-DE ANZA COMMUNITY COLLEGE
- EIN
- 47-3000476
- Address
- 12345 S EL MONTE RD, LOS ALTOS HLS, CA 94022-4504
- NTEE code
- Y43
- Subsection
- 501(c)(9)
- Ruling year
- 2015
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE PURPOSE OF THE PLAN IS TO REIMBURSE QUALIFIED FORMER EMPLOYEES OF THE DISTRICT ("ELIGIBLE PERSONS") FOR MONTHLY BASIC MEDICARE INSURANCE PREMIUMS UP TO THE AMOUNT OF THE MAXIMUM MONTHLY BASIC MEDICARE INSURANCE PREMIUM REIMBURSEMENT AMOUNT ESTABLISHED BY THE BOARD OF TRUSTEES.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Us Bank N A Institution (former) | Trustee | 2015-2016 | $3,536 | $3,828 | 1475 |
Officers and directors, no compensation reported
23 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Chris White | TRUSTEE | 2022-2024 | 0 | $0 reported | 2 |
| Pat Hyland | TRUSTEE, SECRETARY | 2024 | 0 | $0 reported | 1 |
| Raquel Puentes-Griffith | TRUSTEE | 2017-2024 | 0 | $0 reported | 1 |
| Susan Cheu | TRUSTEE | 2018-2024 | 0 | $0 reported | 1 |
| Pam Grey | TRUSTEE | 2017-2024 | 0 | $0 reported | 1 |
| Beijing Li | TRUSTEE | 2024 | 0 | $0 reported | 1 |
| Stanley Saraos Jr | TRUSTEE | 2022-2024 | 0 | $0 reported | 1 |
| Kathy Perino | TRUSTEE, CHAIRPERSON | 2022-2024 | 0 | $0 reported | 2 |
| Scott Olsen | TRUSTEE | 2024 | 0 | $0 reported | 2 |
| Dianna Rose | TRUSTEE | 2024 | 0 | $0 reported | 1 |
| Elaine Kuo | TRUSTEE | 2023-2024 | 0 | $0 reported | 1 |
| Christopher Dela Rosa | TRUSTEE | 2024 | 0 | $0 reported | 1 |
| Pauline Brown | TRUSTEE | 2024 | 0 | $0 reported | 1 |
| Ray Quan (former) | TRUSTEE, SECRETARY | 2023 | 0 | $0 reported | 1 |
| Lisa Markus (former) | TRUSTEE | 2017-2023 | 0 | $0 reported | 2 |
| Kelly Pettit (former) | TRUSTEE | 2020-2023 | 0 | $0 reported | 1 |
| Jerry Fillingim (former) | TRUSTEE | 2022-2023 | 0 | $0 reported | 1 |
| Myisha Washington (former) | TRUSTEE | 2017-2023 | 0 | $0 reported | 1 |
| Dorene Novotny (former) | TRUSTEE | 2017-2021 | 0 | $0 reported | 1 |
| Christine Mangiameli (former) | TRUSTEE | 2017-2021 | 0 | $0 reported | 2 |
| Gracian Lecue (former) | TRUSTEE | 2017-2021 | 0 | $0 reported | 1 |
| George Robles (former) | TRUSTEE | 2017-2019 | 0 | $0 reported | 1 |
| Kevin Mcelroy (former) | TRUSTEE | 2017-2018 | 0 | $0 reported | 1 |
People by year
2024 · 13 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHRIS WHITE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| PAT HYLAND | TRUSTEE, SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
| RAQUEL PUENTES-GRIFFITH | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| SUSAN CHEU | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PAM GREY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| BEIJING LI | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| STANLEY SARAOS JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| KATHY PERINO | TRUSTEE, CHAIRPERSON | 0 | $0 | $0 | $0 | $0 | 2 |
| SCOTT OLSEN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| DIANNA ROSE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ELAINE KUO | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER DELA ROSA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PAULINE BROWN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2023 · 12 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHRIS WHITE | TRUSTEE, CHAIRPERSON | 0 | $0 | $0 | $0 | $0 | 2 |
| RAY QUAN | TRUSTEE, SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
| RAQUEL PUENTES-GRIFFITH | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| SUSAN CHEU | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PAM GREY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| LISA MARKUS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| STANLEY SARAOS JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| KATHY PERINO | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| KELLY PETTIT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JERRY FILLINGIM | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ELAINE KUO | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MYISHA WASHINGTON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2022 · 10 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHRIS WHITE | TRUSTEE, SECRETARY | 0 | $0 | $0 | $0 | $0 | 2 |
| MYISHA WASHINGTON | TRUSTEE, CHAIRPERSON | 0 | $0 | $0 | $0 | $0 | 1 |
| RAQUEL PUENTES-GRIFFITH | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| SUSAN CHEU | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PAM GREY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| LISA MARKUS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| STANLEY SARAOS JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| KATHY PERINO | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| KELLY PETTIT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JERRY FILLINGIM | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2021 · 9 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DORENE NOVOTNY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MYISHA WASHINGTON | TRUSTEE, SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
| RAQUEL PUENTES-GRIFFITH | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| SUSAN CHEU | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PAM GREY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| LISA MARKUS | TRUSTEE, CHAIRPERSON | 0 | $0 | $0 | $0 | $0 | 2 |
| CHRISTINE MANGIAMELI | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| GRACIAN LECUE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| KELLY PETTIT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2020 · 9 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DORENE NOVOTNY | TRUSTEE, CHAIRPERSON | 0 | $0 | $0 | $0 | $0 | 1 |
| MYISHA WASHINGTON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RAQUEL PUENTES-GRIFFITH | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| SUSAN CHEU | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PAM GREY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| LISA MARKUS | TRUSTEE, SECRETARY | 0 | $0 | $0 | $0 | $0 | 2 |
| CHRISTINE MANGIAMELI | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| GRACIAN LECUE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| KELLY PETTIT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2019 · 9 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DORENE NOVOTNY | TRUSTEE, SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
| MYISHA WASHINGTON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RAQUEL PUENTES-GRIFFITH | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| SUSAN CHEU | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PAM GREY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| LISA MARKUS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| CHRISTINE MANGIAMELI | TRUSTEE, CHAIRPERSON | 0 | $0 | $0 | $0 | $0 | 2 |
| GRACIAN LECUE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| GEORGE ROBLES | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2018 · 10 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DORENE NOVOTNY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MYISHA WASHINGTON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RAQUEL PUENTES-GRIFFITH | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| KEVIN MCELROY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PAM GREY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| LISA MARKUS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| CHRISTINE MANGIAMELI | TRUSTEE, CHAIRPERSON | 0 | $0 | $0 | $0 | $0 | 2 |
| GEORGE ROBLES | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| GRACIAN LECUE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| SUSAN CHEU | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2017 · 9 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DORENE NOVOTNY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MYISHA WASHINGTON | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RAQUEL PUENTES-GRIFFITH | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| KEVIN MCELROY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PAM GREY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| LISA MARKUS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| CHRISTINE MANGIAMELI | TRUSTEE, CHAIRPERSON | 0 | $0 | $0 | $0 | $0 | 2 |
| GEORGE ROBLES | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| GRACIAN LECUE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2016 · 1 person listed · 1 paid, $4K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| US Bank Institution | Trustee | 1 | $3,536 | $0 | $0 | $3,536 | 1475 |
2015 · 1 person listed · 1 paid, $292 · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| US Bank Institution | Trustee | 1 | $292 | $0 | $0 | $292 | 1475 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $308,745 | $94,872 | $2,685,955 | $2,667,955 | $0 | $187,660 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $301,551 | $106,760 | $2,483,611 | $2,453,782 | $0 | $191,330 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $193,678 | $72,246 | $2,269,941 | $2,258,841 | $0 | $163,628 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $72,031 | $73,159 | $2,147,409 | $2,137,109 | $0 | $71,902 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $79,246 | $49,081 | $2,146,187 | $2,138,387 | $0 | $73,110 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $116,908 | $54,131 | $2,113,322 | $2,108,222 | $0 | $77,658 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $105,507 | $42,202 | $2,049,736 | $2,045,298 | $0 | $73,920 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $895,129 | $68,031 | $1,983,993 | $1,981,993 | $0 | $885,254 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $79,234 | $22,180 | $1,156,243 | $1,154,895 | $0 | $79,091 | $3,536 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $1,186,455 | $88,614 | $1,103,637 | $1,097,841 | $0 | $1,186,449 | $292 | 0 | 0 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| TRUST FOR RETIREES OF ASSOCIATED CALIFORNIA SCHOOLS | CA | Y43 | $395,959 | $347,352 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| SCPMG VEBA TR FOR COLLECTIVELY BARGAINED RETIREES | CA | Y43 | $531,780 | $1,207,136 | TRUSTEE | $14,548 | Same NTEE code Y43, revenue within 2x, same state |
| ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUST | CA | Y43 | $315,443 | $429,257 | Executive Dir. | $233,592 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| SDSU FOUNDATION HEALTH VEBA TR FOR POST RET HEALTH CARE BENEFITS | CA | Y43 | $235,788 | $383,282 | TRUSTEE | $326,181 | Same NTEE code Y43, revenue within 2x, same state |
| CITY OF SOUTH LAKE TAHOE VEBA HEALTH SAVINGS TRUST | CA | Y43 | $226,608 | $687,732 | TRUSTEE | $500 | Same NTEE code Y43, revenue within 2x, same state |
| WHITAKER CONSTRUCTION GROUP EMPLOYEE HEALTH BENEFIT TR | CA | Y43 | $461,955 | $423,165 | Trustee | $208,364 | Same NTEE code Y43, revenue within 2x, same state |
| UFCW VACATION COMPENSATION TRUST | CA | Y43 | $421,352 | $331,359 | TRUSTEE | $360,854 | Same NTEE code Y43, revenue within 2x, same state |
| TURLOCK FIREFIGHTERS LOCAL 2434 RETIREE HEALTH TR | CA | Y43 | $380,654 | $114,564 | Vice President | $0 | Same NTEE code Y43, revenue within 2x, same state |
| IATSE LOCAL 16 TRAINING TRUST FUND | CA | Y43 | $489,749 | $487,825 | Trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| UDW AFSCME LOCAL 3930 SUTTER COUNTY BENEFITS | CA | Y43 | $402,018 | $328,692 | TRUSTEE | $400,913 | Same NTEE code Y43, revenue within 2x, same state |
| ROTARY DISTRICT 5300 FOUNDATION INC | CA | Y43 | $446,682 | $244,214 | CHAIRMAN & DIRECTOR | $0 | Same NTEE code Y43, revenue within 2x, same state |
| SAN FRANCISCO POLICE OFFICERS ASSOCIATION LEGAL DEFENSE FUND | CA | Y43 | $307,242 | $189,172 | TRUSTEE | $85,777 | Same NTEE code Y43, revenue within 2x, same state |
| WESTERN LABOR ALLIANCE HEALTH AND WELFARE PLAN | CA | Y43 | $420,497 | $306,541 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| CALIFORNIA CONSTRUCTION INSURANCE TRUST WELFARE BENEFIT PLAN | CA | Y43 | $613,034 | $697,707 | SECRETARY | $0 | Same NTEE code Y43, revenue within 2x, same state |
| NECA-IBEW DRUG-FREE WORKFORCE TR | CA | Y43 | $530,538 | $408,638 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| RENESAS ELECTRONICS AMERICA INC | CA | Y43 | $509,257 | $531,872 | VP OF FINANCE, TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| LOS ANGELES SHERIFFS PROFESSIONAL ASSOCIATION BENEFIT PLAN | CA | Y43 | $290,565 | $378,127 | DIRECTOR | $0 | Same NTEE code Y43, revenue within 2x, same state |
| VEBA FOR RETIREES OF DAYCO WAYNESVILLE TRUST | PA | Y43 | $167,721 | $70,770 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, similar name |
| RETIREMENT BENEFIT PLAN TRUST FOR EMPLOYEES OF UNIVERSITY MEDICAL | SC | Y43 | $561,910 | $876,582 | Trustee | $22,929 | Same NTEE code Y43, revenue within 2x |
| HEALTHINVEST HRA VEBA TRUST FOR THE INTERNATIONAL UNION OF PAINTERS | MD | Y43 | $565,649 | $47,692 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x |
| EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR THE UNIVERSITY OF | IA | Y43 | $167,186 | $161,608 | TRUSTEE | $750 | Same NTEE code Y43, revenue within 2x |
| EMPLOYER-CONTRIBUTION VEBA TRUST FOR WHITTIER COLLEGE | IA | Y43 | $462,875 | $65,071 | TRUSTEE | $750 | Same NTEE code Y43, revenue within 2x |
| NAAA@VEBA BENEFIT TRUST | MD | Y43 | $385,774 | $137,559 | NAAA PRESIDENT | $1,027,644 | Same NTEE code Y43, revenue within 2x |
| NORTH DAVIESS VEBA TRUST | IN | Y43 | $219,505 | $88,717 | SUPERINTENDENT | $0 | Same NTEE code Y43, revenue within 2x |
| EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR ST OLAF COLLEGE | IA | Y43 | $501,887 | $597,019 | TRUSTEE | $750 | Same NTEE code Y43, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL | DAF sponsor | $124,180 | 1 | 1 | 2020–2020 | ROTARY DISTRICT 5300 FOUNDATION INC |
| CALIFORNIA COMMUNITY FOUNDATION | DAF sponsor | $37,552 | 1 | 1 | 2013–2013 | ROTARY DISTRICT 5300 FOUNDATION INC |
| NEVADA COMMUNITY FOUNDATION INC | DAF sponsor | $14,000 | 1 | 1 | 2018–2018 | ROTARY DISTRICT 5300 FOUNDATION INC |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | $7,500 | 1 | 1 | 2024–2024 | ROTARY DISTRICT 5300 FOUNDATION INC |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $94,872 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PREMIUM REIMBURSEMENT | $67,500 | $67,500 | - | - | 71.1% |
| Other (as described) | ADMINISTRATIVE FEES | $12,800 | - | $12,800 | - | 13.5% |
| Insurance | $4,809 | - | $4,809 | - | 5.1% | |
| Other (as described) | CUSTODIAL FEES | $3,524 | - | $3,524 | - | 3.7% |
| Other (as described) | BANK SERVICE FEES | $2,722 | - | $2,722 | - | 2.9% |
| Fees: legal | $1,964 | - | $1,964 | - | 2.1% | |
| Fees: accounting | $1,000 | - | $1,000 | - | 1.1% | |
| All other expenses | $553 | - | $553 | - | 0.6% | |
| Total | $94,872 | 100% |
2023 · Form 990 · $106,760 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PREMIUM REIMBURSEMENT | $66,200 | $66,200 | - | - | 62.0% |
| Fees: accounting | $13,000 | - | $13,000 | - | 12.2% | |
| Other (as described) | ADMINISTRATIVE FEES | $12,000 | - | $12,000 | - | 11.2% |
| Insurance | $4,827 | - | $4,827 | - | 4.5% | |
| Fees: legal | $4,151 | - | $4,151 | - | 3.9% | |
| Other (as described) | CUSTODIAL FEES | $3,512 | - | $3,512 | - | 3.3% |
| Other (as described) | BANK SERVICE FEES | $2,670 | - | $2,670 | - | 2.5% |
| All other expenses | $400 | - | $400 | - | 0.4% | |
| Total | $106,760 | 100% |
2022 · Form 990 · $72,246 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PREMIUM REIMBURSEMENT | $42,900 | $42,900 | - | - | 59.4% |
| Other (as described) | ADMINISTRATIVE FEES | $12,000 | - | $12,000 | - | 16.6% |
| Insurance | $4,852 | - | $4,852 | - | 6.7% | |
| Fees: legal | $4,766 | - | $4,766 | - | 6.6% | |
| Other (as described) | CUSTODIAL FEES | $3,512 | - | $3,512 | - | 4.9% |
| Other (as described) | BANK SERVICE FEES | $2,740 | - | $2,740 | - | 3.8% |
| Fees: accounting | $1,000 | - | $1,000 | - | 1.4% | |
| All other expenses | $476 | - | $476 | - | 0.7% | |
| Total | $72,246 | 100% |
2021 · Form 990 · $73,159 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PREMIUM REIMBURSEMENT | $36,000 | $36,000 | - | - | 49.2% |
| Fees: accounting | $13,000 | - | $13,000 | - | 17.8% | |
| Other (as described) | ADMINISTRATIVE FEES | $11,300 | - | $11,300 | - | 15.4% |
| Insurance | $4,700 | - | $4,700 | - | 6.4% | |
| Other (as described) | CUSTODIAL FEES | $3,512 | - | $3,512 | - | 4.8% |
| Other (as described) | BANK SERVICE FEES | $2,690 | - | $2,690 | - | 3.7% |
| Fees: legal | $1,557 | - | $1,557 | - | 2.1% | |
| All other expenses | $400 | - | $400 | - | 0.5% | |
| Total | $73,159 | 100% |
2020 · Form 990 · $49,081 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PREMIUM REIMBURSEMENT | $25,800 | $25,800 | - | - | 52.6% |
| Other (as described) | ADMINISTRATIVE FEES | $9,900 | - | $9,900 | - | 20.2% |
| Insurance | $4,770 | - | $4,770 | - | 9.7% | |
| Other (as described) | CUSTODIAL FEES | $3,524 | - | $3,524 | - | 7.2% |
| Other (as described) | BANK SERVICE FEES | $2,723 | - | $2,723 | - | 5.5% |
| Fees: accounting | $1,000 | - | $1,000 | - | 2.0% | |
| Fees: legal | $954 | - | $954 | - | 1.9% | |
| All other expenses | $410 | - | $410 | - | 0.8% | |
| Total | $49,081 | 100% |
2019 · Form 990 · $54,131 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PREMIUM REIMBURSEMENT | $18,500 | $18,500 | - | - | 34.2% |
| Fees: accounting | $13,000 | - | $13,000 | - | 24.0% | |
| Other (as described) | ADMINISTRATIVE FEES | $9,900 | - | $9,900 | - | 18.3% |
| Insurance | $4,770 | - | $4,770 | - | 8.8% | |
| Other (as described) | CUSTODIAL FEES | $3,220 | - | $3,220 | - | 5.9% |
| Other (as described) | BANK SERVICE FEES | $2,708 | - | $2,708 | - | 5.0% |
| Fees: legal | $2,023 | - | $2,023 | - | 3.7% | |
| All other expenses | $10 | - | $10 | - | 0.0% | |
| Total | $54,131 | 100% |
2018 · Form 990 · $42,202 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PREMIUM REIMBURSEMENT | $14,600 | $14,600 | - | - | 34.6% |
| Other (as described) | ADMINISTRATIVE FEES | $9,900 | - | $9,900 | - | 23.5% |
| Fees: legal | $5,762 | - | $5,762 | - | 13.7% | |
| Insurance | $4,445 | - | $4,445 | - | 10.5% | |
| Other (as described) | CUSTODIAL FEES | $3,804 | - | $3,804 | - | 9.0% |
| Other (as described) | BANK SERVICE FEES | $2,681 | - | $2,681 | - | 6.4% |
| Fees: accounting | $1,000 | - | $1,000 | - | 2.4% | |
| All other expenses | $10 | - | $10 | - | 0.0% | |
| Total | $42,202 | 100% |
2017 · Form 990 · $68,031 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: accounting | $23,500 | - | $23,500 | - | 34.5% | |
| Fees: legal | $16,616 | - | $16,616 | - | 24.4% | |
| Other (as described) | ADMINISTRATIVE FEES | $10,807 | - | $10,807 | - | 15.9% |
| Other (as described) | PREMIUM REIMBURSEMENT | $6,200 | $6,200 | - | - | 9.1% |
| Insurance | $4,176 | - | $4,176 | - | 6.1% | |
| Other (as described) | CUSTODIAL FEES | $3,548 | - | $3,548 | - | 5.2% |
| Other (as described) | BANK SERVICE FEES | $2,757 | - | $2,757 | - | 4.1% |
| All other expenses | $427 | - | $427 | - | 0.6% | |
| Total | $68,031 | 100% |
2016 · Form 990 · $22,180 spent · pay $3,536 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: legal | $7,868 | - | - | - | 35.5% | |
| Fees: other services | $5,700 | $0 | $0 | $0 | 25.7% | |
| Pay: officers, directors, trustees, key employees | $3,536 | $0 | $0 | $0 | 15.9% | |
| Insurance | $2,950 | - | - | - | 13.3% | |
| Other (as described) | Bank Fees | $1,101 | - | - | - | 5.0% |
| Other (as described) | Premium Reimbursement | $900 | - | - | - | 4.1% |
| Office expenses | $125 | - | - | - | 0.6% | |
| Total | $22,180 | 100% |
2015 · Form 990 · $88,614 spent · pay $292 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: legal | $67,543 | - | - | - | 76.2% | |
| Fees: other services | $19,600 | $0 | $0 | $0 | 22.1% | |
| Insurance | $1,107 | - | - | - | 1.2% | |
| Pay: officers, directors, trustees, key employees | $292 | - | - | - | 0.3% | |
| Other (as described) | Bank Fees | $72 | - | - | - | 0.1% |
| Total | $88,614 | 100% |