Saratoga Rotary Charitable Foundation
Donations deductibleRevenue
$141k
year to 30 June 2025
Expenses
$162k
year to 30 June 2025
Total assets
$2.5m
$11k liabilities
Net assets
$2.5m
assets less liabilities
Directors and trustees
7
1.4 years on average
Staff
0
employees, year to 30 June 2025
Left since last filing
0
no seats appear to have opened
Officers and senior staff
13
named in Part VII
Saratoga Rotary Charitable Foundation's network
7 people2 organisationsi7 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 10 voting members of its governing body on its latest Form 990 Part VI; we list 7 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Bella Mahoney | Director | 2025 | 1 yr |
| Bruce Hodgin | Director | 2025 | 1 yr |
| Chuck Page | Director | 2025 | 1 yr |
| Chuck Swan | Director | 2025 | 1 yr |
| James Leblanc | Director | 2025 | 1 yr |
| Phil Young | Director | 2025 | 1 yr |
| Wes Toy | Director | 2025 | 1 yr |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
13 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Catherine Thermond | CFO | since 2020 |
| Gordon Case | CEO | 2019 |
| Jack Hickling | Company secretary | since 2019 |
| James Leblanc | CFO | since 2019 |
| James Lindsay | CEO | 2023 |
| Marci Nomiura | Company secretary | 2024 |
| Patti Workman | Company secretary | 2025 |
| Russell Hansen | CEO | 2021 |
| Sandie Prevot | CFO | 2023 |
| Sandra Prevot | CEO | 2024 |
| Sangita Seshadri | CFO | 2025 |
| Terrie Creamer | CFO | since 2024 |
| Verna Wong | Company secretary | 2023 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Phil Young | Director | 0.5 | $0 | ||
| James LeBlanc | Director | 0.5 | $0 | ||
| Bella Mahoney | Director | 0.5 | $0 | ||
| Wes Toy | Director | 0.5 | $0 | ||
| Chuck Swan | Director | 0.5 | $0 | ||
| Bruce Hodgin | Director | 0.5 | $0 | ||
| Chuck Page | Director | 0.5 | $0 | ||
| Terrie Creamer | CEO | 2 | $0 | ||
| Sangita Seshadri | CFO | 2 | $0 | ||
| Patti Workman | Secretary | 1 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Saratoga Rotary Charitable Foundation
- EIN
- 680538060
- Address
- Po Box 2244, Saratoga, CA, 95070-0244
- State
- California
- Mission
- Grants to support 1 youth services activities - high school seniors, rotary youth entrepreneurial leaders, and various school programs, 2 community services activities - Feeding the Hungry, Rise Against Hunger, Operation Care Comfort, and other programs. 3 community partners in healthcare, elder care and art, culture nature. (as filed on the Form 990)
- Activity (NTEE)
- P12 Human services
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Human Services
- Size band
- 6 (IRS master file code)
- Formed
- 2003
- Principal officer
- Terrie Creamer (as named on the Form 990)
- IRS ruling date
- 1 March 2003
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 1, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥1years on the filingsBella Mahoney
≥1years on the filingsBruce Hodgin
≥1years on the filingsChuck Page
≥1years on the filingsChuck Swan
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $2.5m
- Total liabilities
- $11k
- Net assets or fund balances
- $2.5m
- Contributions and grants received
- $15k
- Program service revenue
- $0
- Grants and similar paid out
- $157k
- Employees
- 0
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $141k | $162k | Deficit $21k |
As filed on the IRS Form 990. US dollars.
Grants paid
10 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Pursuit of Excellence- POE | $20k | |
| The Grateful Garment Project | new emergency clothing, etc | $10k |
| Ainak | portable vision screener | $10k |
| Camp Via West | $9k | |
| The Pear Avenue Theatre | sound system | $8k |
| Silicon Valley Shakespeare | $8k | |
| Kyle J Taylor Foundation | $8k | |
| Santa Clara county Library District Foundation | Books for Elmwood Correctional Facility | $7k |
| Open Doors To Future Possibilities | $5k | |
| Parents Helping Parents | assistive technology | $5k |