Rossmoor Fund
- Assets
- $728.5k
- Revenue
- $343.9k
- Investments
- $0.0
- Employees
- 0
- Location
- Walnut Creek, CA
- Founding
- 01/2010
- Data as of
- 12/2021
- EIN
- 27-0479896
Organization Overview
Rossmoor Fund is located in Walnut Creek, CA. The organization was established in 2010. According to its NTEE Classification (P60) the organization is classified as: Emergency Assistance, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Rossmoor Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Rossmoor Fund generated $343.9k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 15.5% each year . All expenses for the organization totaled $115.3k during the year ending 12/2021. While expenses have increased by 2.1% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO ASSIST ROSSMOOR RESIDENTS IN NEED AND TO DEVELOP AND FUND CHARITABLE AND EDUCATIONAL PROGRAMS FOR THE ROSSMOOR COMMUNITY
Describe the Organization's Program Activity:
Part 3 - Line 4a
FINANCIAL AID WAS PROVIDED TO 58 LOW INCOME SENIORS WHO WERE UNABLE TO PAY FOR NECESSARY EXPENSES INCLUDING MEDICAL DENTAL AND FOOD.
GRANTS TO OTHER 501C3 ORGANIZATIONS PROVIDING CHARITABLE AND EDUCATIONAL SERVICES TO ROSSMOOR RESIDENTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Claire Levine Wolfe Director President | OfficerTrustee | 3 | $0 |
Al Zemsky Director Treasurer | OfficerTrustee | 3 | $0 |
Alice Lau Director Vice President | OfficerTrustee | 3 | $0 |
Andrea Szentirmai Director Secretary | OfficerTrustee | 3 | $0 |
Gayl Westendorf Director Assistant Treasurer | OfficerTrustee | 3 | $0 |
Jean Autrey Assistant Treasurer | Officer | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $296,484 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $296,484 |
| Total Program Service Revenue | $0 |
| Investment income | $47,424 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $343,908 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $26,772 |
| Grants and other assistance to domestic individuals. | $75,020 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $9,619 |
| Office expenses | $0 |
| Information technology | $1,480 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $1,868 |
| All other expenses | $515 |
| Total functional expenses | $115,274 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $261,854 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $466,603 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $728,457 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $728,457 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $728,457 |
Grants Awarded
Over the last fiscal year, Rossmoor Fund has awarded $25,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
MEALS ON WHEELS DIABLO REGION | | | $20,000 |
Berkeley, CA | | $5,000 |
Grants Recieved
Over the last fiscal year, we have identified 6 grants that Rossmoor Fund has recieved totaling $36,191.
| Awarding Organization | Amount |
|---|---|
American Endowment Foundation Hudson, OH PURPOSE: HUMAN SERVICE | $16,000 |
Leftovers Walnut Creek, CA PURPOSE: CHARITABLE ORGANIZATION SUPPORT | $10,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: HUMAN SERVICES | $9,200 |
Abeles Foundation Walnut Creek, CA PURPOSE: SUPPORT PUBLIC CHARITIES | $500 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $291 |
Patrick & Shirley Campbell Foundation Inc Pleasant Hill, CA PURPOSE: TO SUPPORT PROGRAMS IN THE ROSSMOOR COMMUNITY FOR EDUCATION, LOW INCOME FAMILIES OR INDIVIDUALS IN THE COMMUNITY, AND IMPROVE THEIR QUALIFY OF LIFE. | $200 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Union Rescue Mission Los Angeles, CA | $71,600,000 | $44,175,000 |
Berkeley Food And Housing Project Berkeley, CA | $7,900,684 | $21,326,193 |
Share Our Selves Corporation Costa Mesa, CA | $13,161,484 | $22,056,781 |
Sunnyvale Community Services Sunnyvale, CA | $29,619,187 | $14,030,633 |
Community Services Agency Mountain View, CA | $11,484,869 | $8,235,687 |
Nourishphx Phoenix, AZ | $2,191,792 | $7,784,112 |
Ritter Center San Rafael, CA | $5,905,734 | $8,335,451 |
Palo Alto Partners In Education Palo Alto, CA | $369,331 | $5,391,547 |
Tri City Volunteers Inc Fremont, CA | $1,100,335 | $5,260,613 |
Las Vegas Rescue Mission Las Vegas, NV | $10,258,184 | $5,827,768 |
Community Sharing Program Cottage Grove, OR | $1,172,872 | $4,294,366 |
Valley Foundation San Jose, CA | $75,319,298 | $7,719,370 |