The William S Rothermel Foundation

Private foundation · Grantmaker Lancaster, PA EIN: 20-3912108

The William S Rothermel Foundation is a private foundation, based in Lancaster, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $213K in total assets. In 2024, it awarded 8 grants totaling $3K. Net investment income was $3K.

Key facts about The William S Rothermel Foundation

In short: The William S Rothermel Foundation gave $3K across 8 grants in 2024 (avg $430.5), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.

EIN
20-3912108
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$3,444
Grants made (2024)
8
Average grant
$431
Median grant
$113
Total assets
$212,864
Primary geography
Pennsylvania (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$213K

+26.1% YoY

Annual Giving

$3K

-69.7% YoY

Grant Count

8

-11.1% YoY

Avg Grant Size

$430.5

-65.9% YoY

Under IRS private-foundation payout rules, The William S Rothermel Foundation reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

How The William S Rothermel Foundation gives

  • Giving grew 105% from 2021 to 2024. Method
  • In 2024 it paid out 20% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2024 grant dollars across all 8 itemized grants.

Cities

LancasterHersheyBoyertownMillersburgMechanicsburgPhiladelphiaWilliamsportAllentownCamp HillCoconut CreekEdgemontFt LauderdaleJacksonvilleSt DavidsStrasburgWest Palm BeachRedwood City

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K8 grants2020 6 grants2021 5 grants2022 9 grants2023 8 grants2024

From 2020 to 2024, annual grant giving ranged from $2K (2021) to $11K (2023). In 2024 it made 8 grants totaling $3K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Aaca Museum Inc: $2KAaca Museum Inc$2KRobert Starr Memorial Fund: $500Robert Starr Memorial Fund$500Simeone Foundation Museum: $125Simeone Foundation Museum$125Lancaster County Historical Society: $125Lancaster County HistoricalSociety$125Pet Pantry: $100Pet Pantry$100Impact Kenya Initiative: $100Impact Kenya Initiative$100Boyertown Museum of Historic Vehicles: $100Boyertown Museum of HistoricVehicles$100Ned Smith Center: $100Ned Smith Center$100

The largest 2024 recipient was Aaca Museum Inc ($2K). Together the top 8 received $3K.

Grant Size Distribution

36 grants across all recorded years

36<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 36 grants of 36 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Aaca Museum Inc Hershey, PASupport for eventsponsorship &charitable activities$2,294
Robert Starr Memorial Fund Lancaster, PASupport for eventsponsorship & charitable activities$500
Simeone Foundation Museum Philadelphia, PASupport for eventsponsorship & charitable activities$125
Lancaster County Historical Society Lancaster, PASupport for eventsponsorship & charitable activities$125
Pet Pantry Lancaster, PASupport for eventsponsorship & charitable activities$100
Impact Kenya Initiative Lancaster, PASupport for eventsponsorship &charitable activities$100
Boyertown Museum of Historic Vehicles Boyertown, PASupport for eventsponsorship & charitable activities$100
Ned Smith Center Millersburg, PASupport for eventsponsorship & charitable activities$100

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$212,864$168,744$128,208
Revenue$49,223$52,931$56,323
Expenses$5,103$12,395$3,805
Qualifying Distributions$1,659$1,045$3,805
Net Investment Income$3,393$756$63
Distributable Amount$8,186$6,051$3,995

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The William S Rothermel Foundation's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • James Sorrentino

    Director

    On filings since 2020

    No compensation reported

  • Kathleen Tyler

    Director

    On filings since 2020

    No compensation reported

  • William S. Rothermel

    Director

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "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 The William S Rothermel Foundation

How much does The William S Rothermel Foundation give each year?

The William S Rothermel Foundation gave $3K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $11K across 9 grants.

What is The William S Rothermel Foundation's typical grant size?

The William S Rothermel Foundation's median grant in 2024 was $113, and its average grant was $431, across 8 grants on its 2024 IRS Form 990-PF.

Where does The William S Rothermel Foundation give grants?

The William S Rothermel Foundation gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lancaster, PA (4 grants).

Does The William S Rothermel Foundation give general operating support?

Not in 2024: none of the 8 grants with a stated purpose on The William S Rothermel Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support for eventsponsorship &charitable activities" (8 grants).

Who are The William S Rothermel Foundation's largest grantees?

The William S Rothermel Foundation's largest 2024 grantees include Aaca Museum Inc ($2,294), Robert Starr Memorial Fund ($500) and Simeone Foundation Museum ($125), according to its 2024 IRS Form 990-PF. Together they received 85% of its itemized 2024 grant dollars.

How large is The William S Rothermel Foundation?

The William S Rothermel Foundation reported $213K in total assets on its 2024 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $8K (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.

What is The William S Rothermel Foundation's EIN?

The William S Rothermel Foundation's EIN (Employer Identification Number) is 20-3912108. IRS Form 990 filing data is available on this page for 2020–2024.

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

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