Carol W & Myron J Rothschild Fund
MONTGOMERY, AL EIN: 63-6050756
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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
No grants recorded for .
Who else does Carol W & Myron J Rothschild Fund fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Alabama $1.3M (100%)
New York $3K (0%)
Kentucky $2K (0%)
Cities
BirminghamJackson GapLouisvilleMontgomeryNew YorkPike Road
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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