Nonprofit · EIN 87-2351704
ROTHENBERG ENDOWMENT FUND
Tax-exempt · WALNUT CREEK, CA 94598
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $635,845 | $391,458 | $244,387 | $10,303,081 | $0 | $10,303,081 |
| December 31, 2023 | 990-PF | $656,288 | $349,009 | $307,279 | $10,058,694 | $0 | $10,058,694 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $635,845
Expenses
- Grants and similar amounts paid
- $388,000
- Disbursements for charitable purposes
- $388,000
- Excise tax on investment income
- $8,818
Balance sheet and other
- Total assets, start of year
- $10,058,694
- Total assets, end of year
- $10,303,081
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,303,081
- Fair market value of assets
- $9,563,310
- Qualifying distributions
- $388,000
- Net investment income
- $635,845
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Craig Judson 2125 Oak Grove Road, Walnut Creek, CA 94598 | Secretary | 2 | $0 |
| Bernard Notas 90 Via Aspero, Alamo, CA 94507 | Chairman | 2 | $0 |
| Elliot Kallen 411 Read Drive, Lafayette, CA 94549 | Director | 0 | $0 |
| Timothy Plattner 3503 Shadow Creek Drive, Danville, CA 94506 | Director | 0 | $0 |
| James Liston 832 Foxtail Court, Walnut Creek, CA 94598 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Craig Judson 2125 Oak Grove Road, Walnut Creek, CA 94598 | Secretary | 2 | $0 |
| Bernard Notas 90 Via Aspero, Alamo, CA 94507 | Chairman | 2 | $0 |
| Elliot Kallen 411 Read Drive, Lafayette, CA 94549 | Director | 0 | $0 |
| Timothy Plattner 3503 Shadow Creek Drive, Danville, CA 94506 | Director | 0 | $0 |
| James Liston 832 Foxtail Court, Walnut Creek, CA 94598 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2125 OAK GROVE RD STE 210, WALNUT CREEK, CA 94598-2521
- In care of
- % CRAIG L JUDSON
- Signed the 990-PF
- Bernard Notas, Treasurer
- Phone
- (925) 933-7777
- Return prepared by
- Celeste W Moye CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 87-2351704 or by the name ROTHENBERG ENDOWMENT FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 87-2351704
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $10,303,081
- Income (IRS master file)
- $635,845
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $635,845 | $391,458 | $10,303,081 | XML |
| 990-PF | December 2023 | $656,288 | $349,009 | $10,058,694 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-2351704).
Questions about ROTHENBERG ENDOWMENT FUND
- What is the EIN of ROTHENBERG ENDOWMENT FUND?
- The employer identification number (EIN) of ROTHENBERG ENDOWMENT FUND is 87-2351704.
- Is ROTHENBERG ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to ROTHENBERG ENDOWMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROTHENBERG ENDOWMENT FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROTHENBERG ENDOWMENT FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTHENBERG ENDOWMENT FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROTHENBERG ENDOWMENT FUND?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does ROTHENBERG ENDOWMENT FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $635,845, expenses of $391,458 and total assets of $10,303,081 at year end.
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All nonprofits in WALNUT CREEK · California · Philanthropy, voluntarism and grantmaking foundations