Maurice A & Thelma P Rothman Family Foundation Inc
- Assets
- $14.7m
- Revenue
- $1.0m
- Investments
- $13.7m
- Employees
- 0
- Location
- Tampa, FL
- Founding
- 03/1981
- Data as of
- 09/2023
- EIN
- 59-2061386
Organization Overview
Maurice A & Thelma P Rothman Family Foundation Inc is located in Tampa, FL. The organization was established in 1981. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Maurice A & Thelma P Rothman Family Foundation Inc 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 09/2023, Maurice A & Thelma P Rothman Family Foundation Inc generated $1.0m in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 8.2% each year. All expenses for the organization totaled $1.1m during the year ending 09/2023. While expenses have increased by 14.4% per year over the past 4 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.
Since 2020, Maurice A & Thelma P Rothman Family Foundation Inc has awarded 101 individual grants totaling $3,552,590. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Margie R Green Chairman/trustee | 4 | $0 | |
Carol R Lane Secretary/trustee | 1 | $0 | |
Nancy R Wygle Vice President/trustee | 1 | $0 | |
Stephanie Goforth Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $6,012 |
| Dividends & Interest | $356,174 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $663,057 |
| Capital Gain Net Income | $663,057 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $4,535 |
| Total Revenue | $1,029,778 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $269 |
| Taxes | $9,542 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $116,366 |
| Total operating and administrative expenses | $126,177 |
| Contributions, gifts, grants paid | $1,007,040 |
| Total expenses and disbursements | $1,133,217 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $47,368 |
| Savings and temporary cash investments | $884,588 |
| 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 | $5,131,187 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $23,468 |
| Total assets | $14,694,042 |
| 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 | $28,264 |
| Total liabilities | $28,264 |
Grants Awarded
Over the last fiscal year, Maurice A & Thelma P Rothman Family Foundation Inc has awarded $1,007,040 in support to 36 organizations.
| Grant Recipient | Amount |
|---|---|
ACADEMY PREP CENTER OF ST PETERSBURG PURPOSE: STUDENT SCHOLARSHIP FUND | $20,000 |
ADMIRAL FARRAGUT ACADEMY PURPOSE: SUPPORT ACADEMIC, ATHLETIC, EXTRA-CURRICULAR, AND FINANCIAL AID PROGRAMS | $5,000 |
BETH DILLINGER FOUNDATION PURPOSE: NOURISH TO FLOURISH PROGRAM | $25,000 |
CLOTHES TO KIDS PURPOSE: PROVIDE CLOTHING TO LOW-INCOME OR IN CRISIS SCHOOL-AGE CHILDREN | $25,000 |
COMMUNITY TAMPA BAY PURPOSE: CULTIVATE INCLUSIVE COMMUNITY LEADERS AND FIGHT AGAINST DISCRIMINATION | $25,000 |
ARTS AVL PURPOSE: ARTS FOR SCHOOLS GRANT PROGRAM | $2,000 |