Rothenberg Endowment Fund | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Rothenberg Endowment Fund. Data shown is extracted from Form 990-PF filings.

EIN: 87-2351704

Foundation Overview

Based in Walnut Creek, CA, Rothenberg Endowment Fund has awarded 6 grants totaling $1,568,186 to organizations in California. Individual grants range from $150,000 to $388,000, with a median award of $246,093.

Latest Tax Year
2024
Total Giving (all years)
$1,568,186
Total Assets
$9,563,310
Median Grant (all grants)
$246,093

Latest Form 990-PF Snapshot

Total Grants
2
Median Grant
$388,000
% Median Grant Growth
+13% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Limited Sample: 0%

2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
California

100% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Walnut Creek (100%).

Funding Trajectory
+159%

Strong 159% growth in annual giving over 2 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Rothenberg Endowment Fund's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Congregation Bnai Shalom $388,000 Walnut Creek, CA, US Operating Expenses 2024
Congregation Bnai Shalom $388,000 Walnut Creek, CA, US Operating Expenses 2024
Congregation Bnai Shalom $342,186 Walnut Creek, CA, US Operating Expenses 2023
Congregation Bnai Shalom $150,000 Walnut Creek, CA, US Operating Expenses 2022
Congregation Bnai Shalom $150,000 Walnut Creek, CA, US Operating Expenses 2022
Congregation Bnai Shalom $150,000 Walnut Creek, CA, US Operating Expenses 2022

Foundations Similar to Rothenberg Endowment Fund

Discover 5 foundations with comparable assets ($9,011,544-$10,060,919), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 85-2292019 | 6 grants awarded
$9,409,116
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$190,000
median grant
San Francisco, CA
Same state
99%
Excellent match

EIN: 33-0048410 | 29 grants awarded
$9,824,747
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$485,900
median grant
Solvang, CA
Same state
99%
Excellent match

EIN: 46-5459594 | 24 grants awarded
$10,021,981
(≈ Similar)
$422,500
median grant
San Francisco, CA
Same state
98%
Excellent match

EIN: 68-0544144 | 11 grants awarded
$10,060,919
(≈ Similar)
$233,362
median grant
Altadena, CA
Same state
97%
Excellent match

EIN: 47-5112856 | 23 grants awarded
$9,011,544
(≈ Similar)
$165,000
median grant
Sausalito, CA
Same state
97%
Excellent match

Contact Information

Official contact details for Rothenberg Endowment Fund as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 87-2351704
Website N/A
Address

Key People (5)

Board members, trustees, and key staff who oversee Rothenberg Endowment Fund's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Secretary Craig Judson
Chairman Bernard Notas
Director Elliot Kallen
Director Timothy Plattner
Director James Liston

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Rothenberg Endowment Fund is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.