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Rothman Charitable Trust

  • Chicago, IL
  • Tax-exempt since April 1988
  • EIN: 36-3553652

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$19.9k (2024)

Expenses
$51.6k (2024)

Total Assets
$652k (2024)

Total Liabilities
$0 (2024)

Years with missing data
Years with multiple filings
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,876
Expenses
$51,581
Net Income
-$31,705
Net Assets
$651,759
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $95
0.5%
Dividends $19,757
99.4%
Sales of Assets $0
Other Income $24
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $48,177
93.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $651,759
Total Liabilities $0
Net Assets $651,759
Compensation
Key Employees and Officers Compensation Other
Joel S Rothman (Co Trustee) $0 $0
Jeri J Rothman (Co Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$218,789
Expenses
$47,510
Net Income
$171,279
Net Assets
$537,205
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $202,715
92.7%
Interest Revenue $117
0.1%
Dividends $15,944
7.3%
Sales of Assets $0
Other Income $13
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,299
84.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $537,205
Total Liabilities $0
Net Assets $537,205
Compensation
Key Employees and Officers Compensation Other
Joel S Rothman (Co Trustee) $0 $0
Jeri J Rothman (Co Trustee) $0 $0

Document Links

990-PF
Filed on July 22, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$267,916
Expenses
$228,504
Net Income
$39,412
Net Assets
$508,815
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $256,049
95.6%
Interest Revenue $74
0.0%
Dividends $11,750
4.4%
Sales of Assets $0
Other Income $43
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $225,102
98.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $508,815
Total Liabilities $0
Net Assets $508,815
Compensation
Key Employees and Officers Compensation Other
Joel S Rothman (Co Trustee) $0 $0
Jeri J Rothman (Co Trustee) $0 $0

Document Links

990-PF
Filed on Sept. 18, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,817
Expenses
$100
Net Income
$13,717
Net Assets
$469,385
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,200
44.9%
Sales of Assets $7,617
55.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $469,385
Total Liabilities $0
Net Assets $469,385
Compensation
Key Employees and Officers Compensation Other
Joel S Rothman (Co Trustee) $0 $0
Jeri J Rothman (Co Trustee) $0 $0

Document Links

990-PF
Filed on June 24, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,032
Expenses
$69,839
Net Income
-$35,807
Net Assets
$455,668
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $11,487
33.8%
Sales of Assets $20,445
60.1%
Other Income $2,099
6.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,543
5.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $455,668
Total Liabilities $0
Net Assets $455,668
Compensation
Key Employees and Officers Compensation Other
Joel S Rothman (Co Trustee) $0 $0
Jeri J Rothman (Co Trustee) $0 $0

Document Links

990-PF
Filed on June 29, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Nov.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$99,803
Expenses
$58,378
Net Income
$41,425
Net Assets
$491,237
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $90,866
91.0%
Interest Revenue $1
0.0%
Dividends $12,716
12.7%
Sales of Assets $0
Other Income $2,145
2.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $55,887
95.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $491,238
Total Liabilities $1
Net Assets $491,237
Compensation
Key Employees and Officers Compensation Other
Joel S Rothman (Co Trustee) $0 $0
Jeri J Rothman (Co Trustee) $0 $0

Document Links

990-PF
Filed on Sept. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Nov.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,439
Expenses
$9,790
Net Income
$7,649
Net Assets
$449,813
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14
0.1%
Dividends $12,024
68.9%
Sales of Assets $5,401
31.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,666
78.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $449,813
Total Liabilities $0
Net Assets $449,813

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$82,152
Expenses
$49,497
Net Income
$32,655
Net Assets
$378,818
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $21,920
26.7%
Interest Revenue $1
0.0%
Dividends $7,725
9.4%
Sales of Assets $52,506
63.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,247
99.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $378,818
Total Liabilities $0
Net Assets $378,818

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$29,119
Expenses
$15,225
Net Income
$13,894
Net Assets
$346,163
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,380
18.5%
Interest Revenue $2
0.0%
Dividends $6,086
20.9%
Sales of Assets $17,651
60.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,112
99.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $346,163
Total Liabilities $0
Net Assets $346,163

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,748
Expenses
$5,714
Net Income
$5,034
Net Assets
$332,269
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $5,954
55.4%
Sales of Assets $4,794
44.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,457
95.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $332,269
Total Liabilities $0
Net Assets $332,269

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$70,505
Expenses
$23,395
Net Income
$47,110
Net Assets
$327,235
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $20,427
29.0%
Interest Revenue $1
0.0%
Dividends $5,671
8.0%
Sales of Assets $44,406
63.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,209
99.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $327,235
Total Liabilities $0
Net Assets $327,235

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,664
Expenses
$28,330
Net Income
$19,334
Net Assets
$280,125
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $12,720
26.7%
Interest Revenue $2
0.0%
Dividends $6,146
12.9%
Sales of Assets $28,796
60.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,164
99.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $280,125
Total Liabilities $0
Net Assets $280,125

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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