Carol W & Myron J Rothschild Fund
Carol W & Myron J Rothschild Fund is a private foundation focused on Arts and culture, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.5M in total assets. In 2024, it awarded 4 grants totaling $260K. Net investment income was $2.1M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.5M
+50.4% YoY
Annual Giving
$260K
-0.3% YoY
Grant Count
4
+33.3% YoY
Avg Grant Size
$65K
-25.3% YoY
Under IRS private-foundation payout rules, Carol W & Myron J Rothschild Fund reported a distributable amount of $286K for 2024 — the minimum it must pay out in qualifying distributions.
About Carol W & Myron J Rothschild Fund
Based on IRS filings
Carol W & Myron J Rothschild Fund is a private foundation focused on Arts and culture, based in MONTGOMERY, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.5M in total assets. In 2024, it awarded 4 grants totaling $260K. Net investment income was $2.1M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,518,503 | $3,669,971 | $3,746,722 |
| Revenue | $2,162,506 | $231,115 | $221,293 |
| Expenses | $313,974 | $307,871 | $314,825 |
| Qualifying Distributions | $290,716 | $289,259 | $291,444 |
| Net Investment Income | $2,142,333 | $213,335 | $206,597 |
| Distributable Amount | $285,600 | $288,387 | $288,806 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
95 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Montgomery Area Food Bank ($85,000), Family Sunshine Center ($75,000), American Red Cross of Central Alaba ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MONTGOMERY AREA FOOD BANK MONTGOMERY, AL | GENERAL FUND | $85,000 |
| FAMILY SUNSHINE CENTER MONTGOMERY, AL | GENERAL FUND | $75,000 |
| AMERICAN RED CROSS OF CENTRAL ALABA MONTGOMERY, AL | GENERAL FUND | $50,000 |
| MERCY HOUSE MONTGOMERY, AL | GENERAL FUND | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT | TRUSTEE | 5 | $42,117 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Carol W & Myron J Rothschild Fund?
Carol W & Myron J Rothschild Fund is a private foundation focused on Arts and culture, based in MONTGOMERY, AL. It holds $5.5M in total assets as of 2024.
How large is Carol W & Myron J Rothschild Fund?
As of 2024, Carol W & Myron J Rothschild Fund holds $5.5M in total assets with $2.2M in annual revenue. It awarded 4 grants totaling $260K in 2024.
Where does Carol W & Myron J Rothschild Fund operate?
Carol W & Myron J Rothschild Fund has awarded grants in Alabama, Kentucky, New York.
What size grants does Carol W & Myron J Rothschild Fund award?
In 2024, Carol W & Myron J Rothschild Fund awarded 4 grants totaling $260K — an average of about $65K per grant, based on its IRS Form 990 filings.
How much is Carol W & Myron J Rothschild Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Carol W & Myron J Rothschild Fund reported a distributable amount of $286K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Carol W & Myron J Rothschild Fund's EIN?
Carol W & Myron J Rothschild Fund's EIN (Employer Identification Number) is 63-6050756. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.