ROTHSCHILD FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROTHSCHILD FAMILY CHARITABLE FOUNDATION (EIN 20-5021534)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202213189349104451
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T13:52:57-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953864890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4685 MACARTHUR COURT SUITE 300 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205021534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROTHSCHILD FAMILY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTH | BusinessNameControlTxt |
| Phone | 9494992942 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32351 COAST HIGHWAY | AddressLine1Txt |
| City | LAGUNA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92651 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SALL | PersonNm |
| Person Title | BOARD MEMBER | PersonTitleTxt |
| Phone | 9494992942 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | SALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORIS FARINACCI | PreparerPersonNm |
| PTIN | P00200630 | PTIN |
| Phone | 9492365600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,411,961 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $109,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $109,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,433 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $253,784 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,433 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $631 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $631 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $186,677 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $186,677 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,920 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,920 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,668 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,668 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,086 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,086 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,505 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,505 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,229 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,229 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $245,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $245,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $277,229 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,229 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $245,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$90,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $154,448 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,646 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,818 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,818 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,078,337 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,340,145 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,340,143 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,108,983 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,411,963 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,411,961 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,108,983 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,411,963 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,108,983 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,411,963 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,108,983 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,411,963 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,108,983 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$90,552 | ExcessRevenueOverExpensesAmt |
| Other Increases | $395,778 | OtherIncreasesAmt |
| Subtotal | $4,414,209 | SubtotalAmt |
| Other Decreases | $2,246 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,411,963 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ESCROW GM CORP CONV | 2021-01-13 | 2021-03-30 | $22 | $22 | $22 | ||
| MFO DFA INVT DIMENSIONS (1,928) | 2017-02-01 | 2021-08-02 | $50,000 | $13,144 | $13,144 | $36,856 | |
| MFC FLEXSHARES TR IBOXX 3YR (2,260) | 2017-02-01 | 2021-08-02 | $59,926 | $3,758 | $3,758 | $56,168 | |
| MFC FLEXSHARES TR INTL QUALITY DIVIDEND (3,670) | 2017-02-01 | 2021-08-02 | $90,126 | $5,799 | $5,799 | $84,327 | |
| CAPITAL GAINS DIVIDENDS | $53,710 | $53,710 | $53,710 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,433 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,147 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,147 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,147 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,954 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,154 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,007 | OverpaymentAmt |
| Applied To ES Tax | $1,007 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT SALL | IndividualWithBooksNm |
| Phone | 9494992942 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32351 COAST HIGHWAY | AddressLine1Txt |
| City | LAGUNA BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92651 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TYRONE ROTHSCHILD | ||||||||
| 32351 COAST HIGHWAY | LAGUNA BEACH | CA | 92651 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ELYSE ROTHSCHILD | ||||||||
| 32351 COAST HIGHWAY | LAGUNA BEACH | CA | 92651 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DESIREE ROTHSCHILD | ||||||||
| 32351 COAST HIGHWAY | LAGUNA BEACH | CA | 92651 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JANIE ROTHSCHILD | ||||||||
| 32351 COAST HIGHWAY | LAGUNA BEACH | CA | 92651 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DYLAN WEBSTER | ||||||||
| 32351 COAST HIGHWAY | LAGUNA BEACH | CA | 92651 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ROBERT K SALL | ||||||||
| 32351 COAST HIGHWAY | LAGUNA BEACH | CA | 92651 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| KATE GLASSMAN | ||||||||
| 32351 COAST HIGHWAY | LAGUNA BEACH | CA | 92651 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ALIXZANDRA ROTHSCHILD | ||||||||
| 32351 COAST HIGHWAY | LAGUNA BEACH | CA | 92651 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANTHONY CARMOLA | ||||||||
| 32351 COAST HIGHWAY | LAGUNA BEACH | CA | 92651 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,246,283 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $157,560 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,403,843 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,403,843 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,058 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,337,785 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $216,889 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $216,889 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,147 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,147 | TotalTaxAmt |
| Distributable Before Adj | $214,742 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $214,742 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $214,742 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $245,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $245,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,742 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,302 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $74,047 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $292 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,150 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $445,414 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $575,205 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $245,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $214,742 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,258 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $605,463 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $15,302 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $590,161 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $74,047 | ExcessFromYear4Amt |
| Excess From Year3 | $292 | ExcessFromYear3Amt |
| Excess From Year2 | $40,150 | ExcessFromYear2Amt |
| Excess From Year1 | $445,414 | ExcessFromYear1Amt |
| Excess From Current Year | $30,258 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | |||||||
| 700 NE MULTNOMAH ST SUITE 210 | PORTLAND | OR | 97232 | N/A | NC | LEADING THE FIGHT TO CURE AND TREAT ALS THROUGH RESEARCH, ADVOCACY AND CARE SERVICES. | $10,000 |
| AMERICAN RIVERS | |||||||
| 1536 WYNKOOP ST SUITE 321 | DENVER | CO | 80202 | N/A | NC | TO PROTECT WILD RIVERS, RESTORE DAMAGED RIVERS AND CONSERVE CLEAN WATER FOR PEOPLE AND NATURE. | $20,000 |
| CHOC FOUNDATION | |||||||
| 1201 WEST LA VETA AVE | ORANGE | CA | 92868 | N/A | NC | SUPPORTING CLINICAL AND NONCLINICAL SERVICES, MEDICAL EDUCATION, RESEARCH & ALLIED FIELDS OF PEDIATRIC AT CHILDREN'S HOSPITAL OF OC. | $5,000 |
| COALITION FOR RAINFOREST NATIONS | |||||||
| 52 VANDERBILT AVENUE 12TH FLOOR | NEW YORK | NY | 10017 | N/A | NC | TO CREATE SOUND AND LONG-LASTING OPPORTUNITIES FOR ENVIRONMENTAL SUSTAINABILITY, SOCIAL AND ECONOMIC ADVANCEMENT, STRENGTHENED CAPACITY AND INTERNATIONAL MARKET REFORM IN A MANNER THAT ENHANCES TROPICAL FOREST STEWARDSHIP, BIODIVERSITY CONSERVATION AND GLOBAL CLIMATE STABILITY BY REVERSING THE DESTRUCTION OF TROPICAL RAINFORESTS. | $10,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | NC | TO USE THE POWER OF LAW TO PROTECT PEOPLES' HEALTH, PRESERVE ECOSYSTEMS, AND COMBAT CLIMATE CHANGE. | $10,000 |
| FRIENDS OF NELHA | |||||||
| 73-4460 QUEEN KAAHUMANU HWY 125 | KAILUAKONA | HI | 96740 | N/A | NC | TO PROVIDE EDUCATION AND OUTREACH AT THE NATURAL ENERGY LABORATORY HAWAII AUTHORITY (NELHA). | $10,000 |
| FRIENDS OF THE HOSPITAL FOR SICK CHILDREN TORONTO INC | |||||||
| 1725 I STREET NW STE 300 | WASHINGTON | DC | 200062423 | N/A | NC | RESPONDS TO THE WORLDS WORST HUMANITARIAN CRISIS AND HELPS PEOPLE WHOSE LIVES AND LIVELIHOODS ARE SHATTERED BY CONFLICT AND DISASTER. | $20,000 |
| KOHALA ANIMAL RELOCATION & EDUCATION SERVICE | |||||||
| PO BOX 44670 | KAMUELA | HI | 96743 | N/A | NC | TO RESCUE ABANDONED AND ABUSED DOGS AND CATS. TO PROVIDE TEMPORARY SHELTER IN FOSTER CARE HOMES AND FIND ADOPTION HOMES FOR HOMELESS PETS IN HAWAII. | $10,000 |
| MERCY SHIPS | |||||||
| PO BOX 2020 | LINDALE | TX | 75771 | N/A | NC | TO PROVIDE MEDICAL SERVICES TO THOSE IN NEED AROUND THE WORLD. | $5,000 |
| MAHAMUDA KADAMPA BUDDHIST CENTER | |||||||
| 500 6TH STRET | HERMOSA BEACH | CA | 90254 | N/A | NC | TO PROMOTE WORLD PEACE BY ADVANCING EDUCATION PROGRAMS IN BUDDHISM. | $10,000 |
| MANTA PACIFIC RESEARCH FOUNDATION | |||||||
| 73-4337 NAPALA PLACE | KAILUAKONA | HI | 96740 | N/A | NC | RESEARCH,CONSERVATION AND EDUCATION CONCERNING MANTA RAYS AND THE MARINE ENVIRONMENT. | $10,000 |
| PROTECT OUR WINTERS | |||||||
| 4676 BROADWAY STREET | BOULDER | CO | 80304 | N/A | NC | HELPS PASSIONATE OUTDOOR PEOPLE PROTECT THE PLACES AND LIFESTYLES THEY LOVE FROM CLIMATE CHANGE. | $20,000 |
| MS FOUNDATION FOR WOMEN | |||||||
| 12 METROTECH CENTER 26TH FLOOR | BROOKLYN | NY | 11201 | N/A | NC | TO BUILD WOMEN'S COLLECTIVE POWER IN THE U.S. BY INVESTING IN, AND STRENGTHENING, THE CAPACITY OF WOMEN-LED MOVEMENTS TO ADVANCE MEANINGFUL SOCIAL, CULTURAL, AND ECONOMIC CHANGE. | $10,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | N/A | NC | TO PROVIDE REPRODUCTIVE HEALTH CARE IN THE UNITED STATES AND GLOBALLY. | $10,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | NC | TO LEAD THE WAY IN UNDERSTANDING AND TREATING CHILDHOOD CANCER | $5,000 |
| SURVIVAL INTERNATIONAL | |||||||
| PO BOX 26345 | SAN FRANSISCO | CA | 94126 | N/A | NC | WORKS WITH TRIBAL PEOPLES TO CAMPAIGN AND LOBBY FOR THEIR LAND RIGHTS AND AMPLIFLY INDIGENOUS VOICES. | $10,000 |
| TOO YOUNG TO WED | |||||||
| 1112 MAIN ST 1ST FLOOR | PEEKSKILL | NY | 10566 | N/A | NC | TO EMPOWER GIRLS AND END CHILD MARRIAGE GLOBALLY. | $5,000 |
| THE FOOD BASKET INC | |||||||
| 40 HOLOMUA STREET | HILO | HI | 96720 | N/A | NC | TO END HUNGER IN HAWAII COUNTY. | $10,000 |
| WOOD RIVER LAND TRUST | |||||||
| 119 EAST BOULLION STREET | HAILEY | ID | 83333 | N/A | NC | TO PROTECT AND SUSTAIN THE TREASURED LANDSCAPES AND LIFE-GIVING WATERS OF THE WOOD RIVER VALLEY AND INSPIRE LOVE FOR THIS SPECIAL PLACE FOR GENERATIONS TO COME. | $35,000 |
| THE NATURE CONSERVANCY | |||||||
| 201 MISSION ST 4TH FLOOR | SAN FRANCISCO | CA | 94105 | N/A | NC | TO CONSERVE THE LANDS AND WATERS ON WHICH LIFE DEPENDS. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $245,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,602 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $631 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,710 | ExclusionAmt |
| Related Or Exempt Function Incm | $22,723 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $163,954 | ExclusionAmt |
| Related Or Exempt Function Incm | $22,723 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $186,677 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | REALIZED GAIN TO BE CHARITABLY CONTRIBUTED | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,668 | Amt |
| Net Investment Income | $5,668 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FOUNDATION NAME | IdentifierTxt |
| Form And Line Reference | NAME OF FOUNDATION | FormAndLineReferenceDesc |
| Medium Explanation | THE ROTHSCHILD FAMILY CHARITABLE FOUNDATION IS A DBA FOR THE ROTHSCHILD FAMILY FOUNDATION, INCORPORATED IN DELAWARE. IT IS REGISTERED TO DO BUSINESS IN CALIFORNIA AS THE ROTHSCHILD FAMILY CHARITABLE FOUNDATION AND IS NOT AFFILIATED WITH THE CALIFORNIA CORPORATION KNOWN AS THE ROTHSCHILD FAMILY FOUNDATION. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN NORTHERN TRUST | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,340,145 | BookValueAmt |
| EOYFMV | $4,340,143 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $3,920 | LegalFeesAmt |
| Net Investment Income | $3,920 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES | $1,250 |
| NGREX CAPITAL STRUCTURE CHANGES | $996 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME (SECTION 1411 NET INVESTMENT INCOME) | $49 | $49 | $49 |
| OTHER INCOME - INVESTMENT INCOME | $495 | $495 | $495 |
| OTHER INCOME - INVESTMENT INCOME | $87 | $87 | $87 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN - NORTHERN TRUST CURRENT YEAR | Desc |
| Amt | $395,778 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENCY FEES | $16,584 | $16,584 | $0 |
| SERVICE FEES | $2,502 | $2,502 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $3,505 | Amt |
| Net Investment Income | $3,505 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |