Irene M & Julian J Rothbaum Foundation
- Assets
- $201.7k
- Revenue
- $7.3k
- Investments
- $196.6k
- Employees
- 0
- Location
- Tulsa, OK
- Founding
- 12/1995
- Data as of
- 12/2023
- EIN
- 73-1463214
Organization Overview
Irene M & Julian J Rothbaum Foundation is located in Tulsa, OK. The organization was established in 1995. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Irene M & Julian J Rothbaum Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Irene M & Julian J Rothbaum Foundation generated $7.3k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 6.9% each year. All expenses for the organization totaled $14.9k during the year ending 12/2023. While expenses have increased by 1.6% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $6,869 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $411 |
| Capital Gain Net Income | $411 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $7,280 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $71 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $102 |
| Total operating and administrative expenses | $3,317 |
| Contributions, gifts, grants paid | $11,559 |
| Total expenses and disbursements | $14,876 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,933 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $20,454 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $169 |
| Total assets | $201,698 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Irene M & Julian J Rothbaum Foundation has awarded $11,559 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
MIDDLEBURY COLLEGE PURPOSE: EDUCATION | $5,000 |
TEMPLE ISRAEL PURPOSE: RELIGIOUS | $3,000 |
THE PENCIL BOX PURPOSE: EDUCATION | $1,000 |
TRINITY EPISCOPAL CHURCH PURPOSE: RELIGIOUS | $1,559 |
UNIVERSITY SCHOOL PURPOSE: EDUCATION | $1,000 |