Irene M and Julian J Rothbaum Foundation

TULSA, OK EIN: 73-1463214

Irene M and Julian J Rothbaum Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $201K in total assets. In 2024, it awarded 3 grants totaling $11K. Net investment income was $11K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$201K

-0.1% YoY

Annual Giving

$11K

-3.6% YoY

Grant Count

-40.0% YoY

Avg Grant Size

$4K

+60.7% YoY

Under IRS private-foundation payout rules, Irene M and Julian J Rothbaum Foundation reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.

About Irene M and Julian J Rothbaum Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oklahoma $38K (73%)

Vermont $14K (27%)

States

Oklahoma Vermont

Cities

MiddleburyTulsa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$201,476	$201,698	$209,294
Revenue	$14,251	$7,280	$4,136
Expenses	$14,473	$14,876	$14,249
Qualifying Distributions	$11,148	$11,559	$10,892
Net Investment Income	$10,922	$3,963	$1,519
Distributable Amount	$11,618	$11,148	$11,559

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Booker T Washington School ($4,148), Middlebury College ($4,000), Holland Hall School ($3,000).

Recipient	Purpose	Amount
BOOKER T WASHINGTON SCHOOL TULSA, OK	EDUCATION	$4,148
HOLLAND HALL SCHOOL TULSA, OK	EDUCATION	$3,000
MIDDLEBURY COLLEGE MIDDLEBURY, VT	EDUCATION	$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DAVID R JANKOWSKY	TRUSTEE	0.5	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Irene M and Julian J Rothbaum Foundation?

Irene M and Julian J Rothbaum Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TULSA, OK. It holds $201K in total assets as of 2024.

How large is Irene M and Julian J Rothbaum Foundation?

As of 2024, Irene M and Julian J Rothbaum Foundation holds $201K in total assets with $14K in annual revenue. It awarded 3 grants totaling $11K in 2024.

Where does Irene M and Julian J Rothbaum Foundation operate?

Irene M and Julian J Rothbaum Foundation has awarded grants in Oklahoma, Vermont.

What size grants does Irene M and Julian J Rothbaum Foundation award?

In 2024, Irene M and Julian J Rothbaum Foundation awarded 3 grants totaling $11K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Irene M and Julian J Rothbaum Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Irene M and Julian J Rothbaum Foundation reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Irene M and Julian J Rothbaum Foundation's EIN?

Irene M and Julian J Rothbaum Foundation's EIN (Employer Identification Number) is 73-1463214. IRS Form 990 filing data is available on this page for 2020–2024.