Gerald And Dorothy Erich Endownment Fund
- Assets
- $1.3m
- Revenue
- $61.0k
- Investments
- $0.0
- Employees
- 0
- Location
- San Jose, CA
- Founding
- 09/1996
- Data as of
- 06/2022
- EIN
- 77-0410204
Organization Overview
Gerald And Dorothy Erich Endownment Fund is located in San Jose, CA. The organization was established in 1996. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Gerald And Dorothy Erich Endownment 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 06/2022, Gerald And Dorothy Erich Endownment Fund generated $61.0k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.2% each year. All expenses for the organization totaled $199.3k during the year ending 06/2022. 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
2022
Describe the Organization's Mission:
Part 3 - Line 1
MAIN MISSION IS: TO GIVE SCHOLARSHIPS TO STUDENTS THAT WANT TO PURSUE A CAREER IN A COMMUNITY COLLEGE, VOCATIONAL CTR OR ANY ACADEMIC INSTITUTE LEGACY LEFT BEHIND BY ROTARIAN GERALD ERICH AND BEING EXECUTED EVERY SINGLE YEAR.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SCHOLARSHIP GIVEN TO: 2ND YEAR SCHOLARSHIPS KOKOSKI, DIANA - DE ANZA COMMUNITY COLLEGE - $2,000 DANG, DAT - DE ANZA COMMUNITY COLLEGE - $2,000 NGUYEN, CHARLIE - DE ANZA COMMUNITY COLLEGE - $2,000 OUN, ASHLEY - DE ANZA COMMUNITY COLLEGE - $2,000 PATEL, ALAUKI - DE ANZA COMMUNITY COLLEGE - $2,000 NIM, MEGAN - DE ANZA COMMUNITY COLLEGE - $2,000 JACKSON, DAVID ORNELAS - DE ANZA COMMUNITY COLLEGE - $2,000 ARMENDARIZ, BREANNA - EVERGREEN VALLEY COLLEGE - $2,000 VASQUEZ, EDITH ISIDRO - EVERGREEN VALLEY COLLEGE - $2,000 PHUNG, KELLIE - FOOTHILL COLLEGE - $2,000 TRUONG, QUANG - FOOTHILL COLLEGE - $2,000 QUINTERO, CHRISTINA ARRIAGA - MISSION COLLEGE - $2,000 NGUYEN, KATHY - MISSION COLLEGE - $2,000 ARRIAGA, ANGELINA - MISSION COLLEGE - $2,000 LOPEZ, KIMBERLY - SAN JOSE CITY COLLEGE - $2,000 DAWUD, ADAM - SAN JOSE CITY COLLEGE - $1,000
SCHOLARSHIP GIVEN TO: 1ST YEAR SCHOLARSHIPS NGUYEN, HA - DE ANZA COMMUNITY COLLEGE - $2,000 SANDOVAL ZAMORA, LUIS ENRIQUE - DE ANZA COMMUNITY COLLEGE - $2,000 TRAN, VY - DE ANZA COMMUNITY COLLEGE - $2,000 ARREOLA, EVELYN - DE ANZA COMMUNITY COLLEGE - $2,000 DE LEON, SANDRA - DE ANZA COMMUNITY COLLEGE - $2,000 DELA VEGA, KARYL - EVERGREEN VALLEY COLLEGE -$2,000 HERNANDEZ, ANTHONY - EVERGREEN VALLEY COLLEGE - $2,000 NGUYEN, (NGOC) TUYEN - EVERGREEN VALLEY COLLEGE - $2,000 CANTON, ERICA ANN - UNITEK COLLEGE - $2,000 HO, LORIANN - WEST VALLEY COLLEGE - $2,000
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Martin Mandelberg President | Officer | 1 | $0 |
Manjeet Singh Secretary | Officer | 1 | $0 |
Sara Calkins Treasurer | Officer | 2 | $0 |
Marianne Ezell President-Elect | Officer | 1 | $0 |
Van Le Member | Officer | 1 | $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 | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $54,985 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $5,360 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $60,966 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $51,000 |
| 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 | $2,550 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| 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 | $120,236 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $199,307 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $86,504 |
| Savings and temporary cash investments | $0 |
| 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 | $1,236,232 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,322,736 |
| 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 | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $1,400,555 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | -$77,819 |
| Total liabilities and net assets/fund balances | $1,322,736 |
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