ROTHSCHILD FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: ROTHSCHILD FAMILY CHARITABLE FOUNDATION (EIN 20-5021534)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-11
IRS object ID: 202133159349102763
Schema version: 2020v4.1
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	2021-11-11T14:00:29-06:00	ReturnTs
Tax Period End	2020-12-31	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	LTSP INC	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	2020-01-01	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	2021-11-05	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 D FARINACCI	PreparerPersonNm
PTIN	P00200630	PTIN
Phone	9496502771	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	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	$4,108,983	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	$8	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$8	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$96,404	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$96,404	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$31,320	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$567,090	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$31,320	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$60	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$60	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$127,792	TotalRevAndExpnssAmt
Total Net Invst Incm	$127,792	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	$16,670	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$16,670	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$5,980	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$5,980	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$15,335	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$15,335	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$3,277	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$3,277	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$1,442	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,442	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$42,704	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$42,704	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$640,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$640,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$682,704	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$42,704	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$640,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$554,912	ExcessRevenueOverExpensesAmt
Net Investment Income	$85,088	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$81,602	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$30,646	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$30,646	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$4,451,901	OtherInvestmentsBOYAmt
Other Investments EOY	$4,078,337	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$4,078,337	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$4,533,503	TotalAssetsBOYAmt
Total Assets EOY	$4,108,983	TotalAssetsEOYAmt
Total Assets EOYFMV	$4,108,983	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	$4,533,503	RetainedEarningBOYAmt
Retained Earning EOY	$4,108,983	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,533,503	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$4,108,983	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,533,503	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$4,108,983	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,533,503	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$554,912	ExcessRevenueOverExpensesAmt
Other Increases	$132,264	OtherIncreasesAmt
Subtotal	$4,110,855	SubtotalAmt
Other Decreases	$1,872	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$4,108,983	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
MFC FLEXSHARES TRUST QUALITY DIVID DYNAMIC INDEX FUND 9304 SHARES	2017-02-01	2020-04-09	$352,963	$363,119	-$10,156	-$10,156
MFO DFA INVT DIMENSIONS GROUP INC EMERGING MARKETS CORE EQUITY 5715.59 SHARE	2017-02-01	2020-11-10	$125,000	$117,522	$7,478	$7,478
MFO DFA INVT DIMENSIONS GROUP INC EMERGING MARKETS CORE EQUITY 399.32 SHARE	2017-05-15	2020-12-10	$9,400	$8,034	$1,366	$1,366
MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX 400 SHARES	2015-11-25	2020-12-10	$13,250	$13,701	-$451	-$451
MFC FLEXSHARES TR INTL QUALITY DIVDEND DEFENSE INDEX FD 1371 SHARES	2017-02-01	2020-12-10	$30,744	$33,394	-$2,650	-$2,650
CAPITAL GAINS DIVIDENDS			$35,733		$35,733	$35,733	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$31,320	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,183	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,183	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,183	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,890	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$1,250	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$3,140	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$3	EsPenaltyAmt
Overpayment	$1,954	OverpaymentAmt
Applied To ES Tax	$1,954	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 (8 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
DAMIEN 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

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	$3,806,779	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$168,234	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,975,013	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$3,975,013	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$59,625	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,915,388	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$195,769	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$195,769	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,183	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,183	TotalTaxAmt
Distributable Before Adj	$194,586	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$194,586	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$194,586	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$640,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$640,000	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$640,000	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$194,586	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$48,562	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$15,302	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$74,047	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$292	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$40,150	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$178,353	TotalExcessDistributionCyovAmt
Qualifying Distributions	$640,000	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$194,586	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$445,414	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$623,767	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	$48,562	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$575,205	ExcessDistriCyovToNextYrAmt
Excess From Year4	$15,302	ExcessFromYear4Amt
Excess From Year3	$74,047	ExcessFromYear3Amt
Excess From Year2	$292	ExcessFromYear2Amt
Excess From Year1	$40,150	ExcessFromYear1Amt
Excess From Current Year	$445,414	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 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.	$5,000
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.	$50,000
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
KECK SCHOOL OF MEDICINE USC
3551 TROUSDALE PARKWAY STE 160	LOS ANGELES	CA	90089	N/A	NC	SUPPORT FOR THE SCHOOL'S OUTSTANDING MEDICAL RESEARCH, PATIENT CARE PROGRAMS, AND MEDICAL EDUCATION.	$300,000
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
SAVE THE REDWOODS LEAGUE
111 SUTTER ST 11TH FLOOR	SAN FRANCISCO	CA	941044556	N/A	NC	THE LEAGUE PROTECTS AND RESTORES REDWOOD FORESTS AND CONNECTS PEOPLE WITH THESE NATURAL WONDERS.	$5,000
SOL INTERNATIONAL FOUNDATION
1 ANGLE STREET	ASHEVILLE	NC	28803	N/A	NC	TO INITIATE AND SUPPORT COMMUNITY BASED PROGRAMS TO PROMOTE EDUCATION	$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
THE BAIL PROJECT INC
PO BOX 750	VENICE	CA	90294	N/A	NC	A NATIONAL NONPROFIT ORGANIZATION THAT PAYS BAIL FOR PEOPLE IN NEED, REUNITING FAMILIES AND RESTORING THE PRESUMPTION OF INNOCENCE.	$25,000
THE HUNGER COALITION
121 HONEYSUCKLE STREET	BELLEVUE	ID	83313	N/A	NC	TO BUILD A HEALTHY COMMUNITY THROUGH ACCESS TO GOOD FOOD AND ADDRESSES THE ROOT CAUSES OF FOOD INSECURITY IN COLLABORATION WITH KEY PARTNERS.	$10,000
CARBONDALE ARTS
PO BOX 175	CARBONDALE	CO	81623	N/A	NC	PUBLIC ACCESS TO VISUAL & PERFORMING ARTS, MISSION IS TO BRING THE ARTS TO THE COMMUNITY.	$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.	$5,000
YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS
2245 S MICHIGAN AVE 301	CHICAGO	IL	60616	N/A	NC	PROTECT AND ADVANCE THE RIGHTS AND BEST INTERESTS OF IMMIGRANT CHILDREN	$60,000
INTERNATIONAL RESCUE COMMITTEE INC
122 EAST 42ND STREET 12TH FLOOR	NEW YORK	NY	10168	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
THE FOOD BASKET INC
40 HOLOMUA STREET	HILO	HI	96720	N/A	NC	TO END HUNGER ON HAWAII COUNTY.	$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
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
YOUNG STORYTELLERS FOUNDATION
923 E 3RD STREET 307	LOS ANGELES	CA	90013	N/A	NC	DEVELOP LITERACY THROUGH THE ART OF STORYTELLING.	$5,000
KIND INC
1300 L STREET NWSUITE 1100	WASHINGTON	DC	20005	N/A	NC	PROTECTION OF UNACCOMPANIED CHILDREN WHO ENTER THE U.S. IMMIGRATION SYSTEM ALONE.	$5,000
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
FEEDING AMERICA
PO BOX 96749	WASHINGTON	DC	20090	N/A	NC	FEED AMERICA'S HUNGRY THROUGH A NATIONEIDE NETWORK OF FOOD BANKS.	$5,000
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.	$5,000
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
CLEAN AIR TASK FORCE
114 STATE STREET 6TH FLOOR	BOSTON	MA	02109	N/A	NC	TO SAFEGUARD AGAINST THE WORST IMPACTS OF CLIMATE CHANGE	$15,000
YELLOWHAMMER FUND
PO BOX 2269	TUSCALOOSA	AL	35403	N/A	NC	ABORTION FUND AND REPRODUCTIVE JUSTICE ORGANIZATION.	$5,000
ROUND VALLEY INDIAN HEALTH CENTER INC
PO BOX 247	CORVELO	CA	95428	N/A	NC	PROVIDE LOW COST PRIMARY HEALTH CARE SERVICES TO NATIVE AMERICANS AND OTHER MEDICALLY UNDERSERVED RURAL RESIDENTS OF COVELO AND ROUND VALLEY, CA.	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$640,000	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	$8	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$96,404	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$60	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$35,733	ExclusionAmt
Related Or Exempt Function Incm	-$4,413	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$132,205	ExclusionAmt
Related Or Exempt Function Incm	-$4,413	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$127,792	TotalIncomeProducingActyAmt

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	$5,980	Amt
Net Investment Income	$5,980	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	$4,078,337	BookValueAmt
EOYFMV	$4,078,337	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL	CategoryTxt
Legal Fees	$16,670	LegalFeesAmt
Net Investment Income	$16,670	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	FEDERAL TAXES	Desc
Amt	$1,872	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES	$1,427	$1,427	$0
BANK FEES	$15	$15	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME (SECTION 1411 NET INVESTMENT INCOME)	$50	$50	$50
OTHER INCOME - (LITIGATION PROCEEDS) - INVESTMENT INCOME	$10	$10	$10

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN - NORTHERN TRUST CURRENT YEAR	Desc
Amt	$132,264	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	AGENCY FEES	CategoryTxt
Amt	$15,335	Amt
Net Investment Income	$15,335	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$3,277	Amt
Net Investment Income	$3,277	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt