Robert And Sara Rothschild Fam Foundation Tr

Rothschild Robert B Iii Ttee

Holderness, NH
Tax-exempt since Oct. 2003
EIN: 52-2372404

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$291k (2023)

Expenses

$430k (2023)

Total Assets

$2.02M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

$291,284

Expenses

$429,573

Net Income

-$138,289

Net Assets

$2,019,048

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$58,664	20.1%
Interest Revenue	$8,655	3.0%
Dividends	$99,302	34.1%
Sales of Assets	$124,663	42.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$363,775	84.7%
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	$2,019,048
Total Liabilities	$0
Net Assets	$2,019,048

Compensation

Key Employees and Officers	Compensation	Other
Robert B Rothschild (President)	$0	$0
Sara L Rothschild (Trustee)	$0	$0

990-PF

Filed on June 26, 2024

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

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Schedules ▼

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Fiscal Year Ending Dec.
2022

Revenue

$179,001

Expenses

$318,352

Net Income

-$139,351

Net Assets

$2,157,337

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$87,306	48.8%
Interest Revenue	$6,795	3.8%
Dividends	$98,493	55.0%
Sales of Assets	-$13,593
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$246,783	77.5%
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	$2,157,337
Total Liabilities	$0
Net Assets	$2,157,337

Compensation

Key Employees and Officers	Compensation	Other
Robert B Rothschild (President)	$0	$0
Sara L Rothschild (Trustee)	$0	$0

990-PF

Filed on July 18, 2023

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

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$576,724

Expenses

$460,247

Net Income

$116,477

Net Assets

$2,279,380

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$264,571	45.9%
Interest Revenue	$7,609	1.3%
Dividends	$85,113	14.8%
Sales of Assets	$219,431	38.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$386,527	84.0%
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	$2,279,380
Total Liabilities	$0
Net Assets	$2,279,380

Compensation

Key Employees and Officers	Compensation	Other
Robert B Rothschild (President)	$0	$0
Sara L Rothschild (Trustee)	$0	$0

990-PF

Filed on Sept. 6, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$403,395

Expenses

$408,147

Net Income

-$4,752

Net Assets

$2,162,902

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$95,949	23.8%
Interest Revenue	$9,793	2.4%
Dividends	$86,915	21.5%
Sales of Assets	$210,738	52.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$341,880	83.8%
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	$2,162,903
Total Liabilities	$1
Net Assets	$2,162,902

Compensation

Key Employees and Officers	Compensation	Other
Robert B Rothschild (President)	$0	$0
Sara L Rothschild (Trustee)	$0	$0

990-PF

Filed on Sept. 13, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$377,404

Expenses

$468,306

Net Income

-$90,902

Net Assets

$2,167,655

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$90,841	24.1%
Interest Revenue	$12,978	3.4%
Dividends	$87,983	23.3%
Sales of Assets	$185,602	49.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$406,000	86.7%
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	$2,170,323
Total Liabilities	$2,668
Net Assets	$2,167,655

Compensation

Key Employees and Officers	Compensation	Other
Robert B Rothschild (President)	$0	$0
Sara L Rothschild (Trustee)	$0	$0

990-PF

Filed on July 13, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$378,188

Expenses

$297,457

Net Income

$80,731

Net Assets

$2,258,557

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,728	16.1%
Interest Revenue	$1,238	0.3%
Dividends	$85,462	22.6%
Sales of Assets	$230,760	61.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,842	81.6%
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	$2,262,672
Total Liabilities	$4,115
Net Assets	$2,258,557

Compensation

Key Employees and Officers	Compensation	Other
Robert B Rothschild (President)	$0	$0
Sara L Rothschild (Trustee)	$0	$0

990-PF

Filed on June 6, 2019

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

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$672,376

Expenses

$534,631

Net Income

$137,745

Net Assets

$2,177,826

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$115,676	17.2%
Interest Revenue	$304	0.0%
Dividends	$82,394	12.3%
Sales of Assets	$474,002	70.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$498,892	93.3%
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	$2,181,941
Total Liabilities	$4,115
Net Assets	$2,177,826

Compensation

Key Employees and Officers	Compensation	Other
Robert B Rothschild (President)	$0	$0
Sara L Rothschild (Trustee)	$0	$0

990-PF

Filed on May 14, 2018

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

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XML

Fiscal Year Ending Dec.
2016

Revenue

$318,859

Expenses

$476,099

Net Income

-$157,240

Net Assets

$2,040,081

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$154,216	48.4%
Interest Revenue	$138	0.0%
Dividends	$85,271	26.7%
Sales of Assets	$79,234	24.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$437,151	91.8%
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	$2,044,196
Total Liabilities	$4,115
Net Assets	$2,040,081

Compensation

Key Employees and Officers	Compensation	Other
Robert B Rothschild (President)	$0	$0
Sara L Rothschild (Trustee)	$0	$0

990-PF

Filed on May 15, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$178,154

Expenses

$280,880

Net Income

-$102,726

Net Assets

$2,197,321

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$49,188	27.6%
Interest Revenue	$197	0.1%
Dividends	$87,746	49.3%
Sales of Assets	$41,023	23.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$224,317	79.9%
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	$2,201,436
Total Liabilities	$4,115
Net Assets	$2,197,321

Compensation

Key Employees and Officers	Compensation	Other
Robert B Rothschild (President)	$0	$0
Sara L Rothschild (Trustee)	$0	$0

990-PF

Filed on June 17, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$328,272

Expenses

$410,729

Net Income

-$82,457

Net Assets

$2,300,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,040	0.6%
Interest Revenue	$264	0.1%
Dividends	$106,683	32.5%
Sales of Assets	$219,285	66.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$337,986	82.3%
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	$2,304,162
Total Liabilities	$4,115
Net Assets	$2,300,047

Compensation

Key Employees and Officers	Compensation	Other
Robert B Rothschild (President)	$0	$0
Sara L Rothschild (Trustee)	$0	$0

990-PF

Filed on July 20, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$119,750

Expenses

$410,161

Net Income

-$290,411

Net Assets

$2,382,504

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$263	0.2%
Dividends	$75,752	63.3%
Sales of Assets	$43,735	36.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$334,601	81.6%
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	$2,386,619
Total Liabilities	$4,115
Net Assets	$2,382,504

Compensation

Key Employees and Officers	Compensation	Other
Robert B Rothschild (President)	$0	$0
Sara L Rothschild (Trustee)	$0	$0

990-PF

Filed on June 6, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$245,590

Expenses

$359,647

Net Income

-$114,057

Net Assets

$2,672,915

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$154,500	62.9%
Interest Revenue	$192	0.1%
Dividends	$77,266	31.5%
Sales of Assets	$13,632	5.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$295,922	82.3%
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	$2,677,030
Total Liabilities	$4,115
Net Assets	$2,672,915

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$5,687

Expenses

$405,682

Net Income

-$399,995

Net Assets

$2,786,972

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250	4.4%
Interest Revenue	$0
Dividends	$61,834	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$339,858	83.8%
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	$2,791,087
Total Liabilities	$4,115
Net Assets	$2,786,972

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

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Robert And Sara Rothschild Fam Foundation Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $291k (2023)

Expenses $430k (2023)

Total Assets $2.02M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$291k (2023)

Expenses

$430k (2023)

Total Assets

$2.02M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

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2021

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2020

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2019

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2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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