Rothenberg Endowment Fund
Rothenberg Endowment Fund is a private foundation, based in Walnut Creek, CA. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $10.3M in total assets. In 2024, it awarded 1 grant totaling $388K. Net investment income was $634K.
Rothenberg Endowment Fund at a glance
In short: Rothenberg Endowment Fund gave $388K across 1 grant in 2024 (avg $388K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $388,000
- +13.4% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $388,000
- +13.4% vs 2023
- Median grant
- $388,000
- Total assets
- $10,303,081
- +2.4% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Rothenberg Endowment Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Congregation Bnai Shalom ($388K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was in the $250–500K range: 2 grants of 3 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How Rothenberg Endowment Fund gives
- In 2024 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
From 2022 to 2024, annual grant giving ranged from $150K (2022) to $388K (2024). In 2024 it made 1 grant totaling $388K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Congregation Bnai Shalom Walnut Creek, CA | Operating Expenses | $388,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $10,303,081 | $635,845 | $391,458 | $388,000 | 1 | $388,000 | $634,387 | $450,534 |
| 2023 | $10,058,694 | $656,288 | $349,009 | $342,186 | 1 | $342,186 | $552,979 | $386,968 |
| 2022 | $9,751,415 | $9,901,415 | $150,000 | $150,000 | 1 | $150,000 | $243,582 | $363,561 |
Under IRS private-foundation payout rules, Rothenberg Endowment Fund reported a distributable amount of $451K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Rothenberg Endowment Fund is led by Bernard Notas, Chairman on every filing since 2022; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Bernard Notas
Chairman
On filings since 2022
2 hrs/week
No compensation reported
Elliot Kallen
Director
On filings since 2022
No compensation reported
James Liston
Director
On filings since 2022
No compensation reported
Timothy Plattner
Director
On filings since 2022
No compensation reported
Craig Judson
Secretary
On filings since 2022
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2022–2024. "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 Rothenberg Endowment Fund
How much does Rothenberg Endowment Fund give each year?
Rothenberg Endowment Fund gave $388K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $342K across 1 grant.
How large is Rothenberg Endowment Fund?
Rothenberg Endowment Fund reported $10.3M in total assets on its 2024 IRS Form 990-PF. It paid out $388K in qualifying distributions that year, against a required minimum of $451K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Rothenberg Endowment Fund operate?
Rothenberg Endowment Fund has awarded grants in California.
What is Rothenberg Endowment Fund's EIN?
Rothenberg Endowment Fund's EIN (Employer Identification Number) is 87-2351704. IRS Form 990 filing data is available on this page for 2022–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2024
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