Private foundation (trust)EIN 872351704Est. 2022-03
Rothenberg Endowment Fund
Walnut Creek, CA 94598
Total Assets
$9.6M
FY 2024
Annual Giving
$388K
FY 2024
Grants Made
1
FY 2024
Avg Grant
$388K
FY 2024
Grant Range
$388K–$388K
Typical
Deadlines
—
Applications
Programs & Activities
Program 1
$391KThe Endowment Fund invests so as to maintain, protect, and grow the principal endowment funds from benefactors and to provide annual funds for general utilities and operating expenses of the Congregation B'nai Shalom.
Focus Areas
Financial Snapshot
2024 filing
Total Revenue
$636K
Total Expenses
$391K
Qualifying Distributions
$388K
Distributable Amount
$451K
Min. Investment Return
$459K
Undistributed Income
$321K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
3 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
3 grants
Grant Size Distribution
3 grants
Geographic Focus
1 states
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