Private Foundation

Rothenberg Endowment Fund

Rothenberg Endowment Fund, of Walnut Creek, CA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $636K in revenue, $391K in expenses, $10.3M in total assets. IRS filings disclose 3 grants awarded by this foundation, totaling roughly $880K.

EIN: 872351704 Walnut Creek, CA Latest filing: 2024
Total Revenue$636K
Total Expenses$391K
Total Assets$10.3M
Grants Given3
Grant Total$880K
Filing Years2022–2024

Sample Grants Given

Congregation Bnai Shalom
Walnut Creek, CA · 2024
Operating Expenses
$388,000
Congregation Bnai Shalom
Walnut Creek, CA · 2023
Operating Expenses
$342,186
Congregation Bnai Shalom
Walnut Creek, CA · 2022
Operating Expenses
$150,000

Showing up to 5 of 3 total records — full history available with membership.

Officers & Directors

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

Officer compensation and complete director data available with membership.

Top Grant Purposes

Operating Expenses
$880,186 3 grants

Financial Trends

Year Revenue Expenses Assets
2024 $636K $391K $10.3M
2023 $656K $349K $10.1M
2022 $9.9M $150K $9.8M

Between 2022 and 2024, reported annual revenue declined from $9.9M to $636K (-94%), with total assets most recently reported at $10.3M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA.

CA

Full geographic grant map with state-by-state breakdown available with membership.

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