Bernard B Rotko MD Foundation

Private foundation · Grantmaker Philadelphia, PA EIN: 38-7125397

Bernard B Rotko MD Foundation is a private foundation, based in Philadelphia, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $141K in total assets. In 2025, it awarded 4 grants totaling $25K. Net investment income was $20K.

Bernard B Rotko MD Foundation at a glance

In short: Bernard B Rotko MD Foundation gave $25K across 4 grants in 2025 (avg $6K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$24,500
-9.3% vs 2024
Grants made (2025)
4
+33.3% vs 2024
Average grant
$6,125
-31.9% vs 2024
Median grant
$1,750
Total assets
$141,249
-3.9% vs 2024
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Bernard B Rotko MD Foundation funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

The Jefferson Foundation: $20KThe Jefferson Foundation$20KVillanova University: $3KVillanova University$3KConcilio: $1KConcilio$1KVeterans Multi Service Center: $1KVeterans Multi Service Center$1K

The largest 2025 recipient was The Jefferson Foundation ($20K). Together the top 4 received $25K.

Grant Size Distribution

17 grants across all recorded years

17<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 17 grants of 17 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 4 itemized grants.

States

Cities

PhiladelphiaVillanovaMediaJenkintown

How Bernard B Rotko MD Foundation gives

  • Giving held roughly steady from 2022 to 2025 (−12%). Method
  • In 2025 it paid out 290% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K3 grants2019 4 grants2020 4 grants2021 3 grants2022 3 grants2023 3 grants2024 4 grants2025

From 2019 to 2025, annual grant giving ranged from $25K (2025) to $38K (2021). In 2025 it made 4 grants totaling $25K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
The Jefferson Foundation Philadelphia, PAGeneral$20,000
Villanova University Villanova, PALaw School$2,500
Concilio Philadelphia, PASocial Services$1,000
Veterans Multi Service Center Philadelphia, PAGeneral$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$141,249$23,266$29,052$24,5004$26,007$20,490$8,972
2024$146,994$19,045$31,745$27,0003$28,736$16,036$9,526
2023$159,783$6,450$32,915$28,0003$29,792$3,279$9,286
2022$185,894$15,915$32,853$28,0003$28,000$14,438$10,200
2021$202,999$29,752$43,841$38,0004$40,409$26,973$12,305
2020$217,088$25,961$42,554$35,5004—$21,794$11,963
2019$233,536$14,493$34,779$30,0003—$11,827$13,092

Under IRS private-foundation payout rules, Bernard B Rotko MD Foundation reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Bernard B Rotko MD Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Judith R. Shipon

    Trustee

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • david shipon

    Trustee

    On filings since 2021

    0.5 hrs/week

    No compensation reported

  • elisa shipon-blum

    Trustee

    On filings since 2021

    0.5 hrs/week

    No compensation reported

  • marc shipon

    Trustee

    On filings since 2021

    0.5 hrs/week

    No compensation reported

Former officers (1)
  • Former: Jacob A. Shipon (2019–2020) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Bernard B Rotko MD Foundation

How much does Bernard B Rotko MD Foundation give each year?

Bernard B Rotko MD Foundation gave $25K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $27K across 3 grants.

What is Bernard B Rotko MD Foundation's typical grant size?

Bernard B Rotko MD Foundation's median grant in 2025 was $1,750, and its average grant was $6,125, across 4 grants on its 2025 IRS Form 990-PF.

Where does Bernard B Rotko MD Foundation give grants?

Bernard B Rotko MD Foundation gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Philadelphia, PA (3 grants).

Does Bernard B Rotko MD Foundation give general operating support?

Yes: 50% of Bernard B Rotko MD Foundation's 2025 grants with a stated purpose (2 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Bernard B Rotko MD Foundation?

Bernard B Rotko MD Foundation reported $141K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).

What is Bernard B Rotko MD Foundation's EIN?

Bernard B Rotko MD Foundation's EIN (Employer Identification Number) is 38-7125397. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS July 27, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  8. IRS filings on file for fiscal years 2019–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Bernard B Rotko MD Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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