Funder DirectoryRothenberg Endowment Fund
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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

$391K

The 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

Private Grantmaking Foundations

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 86%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.86%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

3 years

Giving over time from 2022 to 2024. Peak $388K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

3 grants

Congregation Bnai Shalom
$880K
3 grants

Grant Size Distribution

3 grants

<$10K
$10–50K
$50–250K
1
grants
$250K–1M
2
grants
$1–5M
$5M+

Geographic Focus

1 states

California
$880K
100% of total

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