Carol W & Myron J Rothschild Fund
The Carol W & Myron J Rothschild Fund is a private foundation based in Montgomery, Alabama. In its 2025 filing, it reported 20 grants totaling $803,500, primarily to organizations in Alabama.
Carol W & Myron J Rothschild Fund at a glance
In short: Carol W & Myron J Rothschild Fund gave $804K across 20 grants in 2025 (avg $40K), mostly in Alabama. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $803,500
- +209.0% vs 2024
- Grants made (2025)
- 20
- +400.0% vs 2024
- Average grant
- $40,175
- -38.2% vs 2024
- Median grant
- $7,000
- Total assets
- $5,137,865
- -6.9% vs 2024
- Primary geography
- Alabama (99% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Carol W & Myron J Rothschild Fund
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 2450, Montgomery, AL 36102
Phone: (334) 230-6104
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Carol W & Myron J Rothschild Fund funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Heart of Alabama Food Bank ($500K). Together the top 10 received $762K.
Grant Size Distribution
86 grants across all recorded years
The most common grant size was under $50K: 73 grants of 86 (85%).
Geographic Focus
Where this funder awards grants
In 2025, 99% of grant dollars went to recipients in Alabama and 1% to recipients in New York.
Grant Distribution by State
Share of 2025 grant dollars across all 20 itemized grants.
Cities
How Carol W & Myron J Rothschild Fund gives
- Giving grew 207% from 2022 to 2025. Method
- In 2025 it paid out 271% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $231K (2021) to $804K (2025). In 2025 it made 20 grants totaling $804K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Heart of Alabama Food Bank Montgomery, AL | General Fund | $500,000 |
| Montgomery Area Family Violence Pro Montgomery, AL | General Fund | $75,000 |
| American Red Cross of Central Alaba Montgomery, AL | General Fund | $50,000 |
| Montgomery Humane Shelter Montgomery, AL | General Fund | $50,000 |
| Mercy House Montgomery, AL | General Fund | $25,000 |
| Meals on Wheels Montgomery, AL | General Fund | $25,000 |
| Hospice of Montgomery Montgomery, AL | General Fund | $10,000 |
| Boys Girls Club of Montgomery Montgomery, AL | General Fund | $10,000 |
| Brantwood Children's Home Montgomery, AL | General Fund | $10,000 |
| Camp Ascca Jacksons Gap, AL | General Fund | $7,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,137,865 | $529,072 | $909,705 | $803,500 | 20 | $833,605 | $509,550 | $307,614 |
| 2024 | $5,518,503 | $2,162,506 | $313,974 | $260,000 | 4 | $290,716 | $2,142,333 | $285,600 |
| 2023 | $3,669,971 | $231,115 | $307,871 | $260,893 | 3 | $289,259 | $213,335 | $288,387 |
| 2022 | $3,746,722 | $221,293 | $314,825 | $262,099 | 30 | $291,444 | $206,597 | $288,806 |
| 2021 | $3,790,702 | $484,661 | $279,175 | $230,948 | 29 | $262,350 | $469,402 | $304,723 |
| 2020 | $3,585,245 | $211,696 | $329,690 | $282,361 | 29 | — | $196,095 | $281,600 |
| 2019 | $3,655,753 | $196,921 | $301,356 | $253,690 | 33 | — | $194,800 | $290,536 |
Under IRS private-foundation payout rules, Carol W & Myron J Rothschild Fund reported a distributable amount of $308K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the fund is provided. Its 2025 grants included support for food assistance, family violence services, disaster relief, animal welfare, hospice care, services for people with disabilities, and other charitable purposes.
The grantees describe their own work in varied ways. Heart of Alabama Food Bank says it collects and distributes food through qualified agencies to Alabama residents experiencing food insecurity. Mercy House describes providing spiritual, social, and educational services to people in need. Hospice of Montgomery says it serves patients and families during the final stages of life, while the Children’s Center of Montgomery serves people with intellectual and physical disabilities from birth through adulthood. Joy to Life Foundation says it provides breast cancer screenings, awareness, education, and support.
Grantmaking
In 2025, the fund reported 20 grants totaling $803,500. Grant amounts ranged from $1,500 to $500,000, with a median of $7,000. The largest awards included $500,000 to Heart of Alabama Food Bank, $75,000 to Montgomery Area Family Violence Pro, $50,000 each to American Red Cross of Central Alabama and Montgomery Humane Shelter, and $25,000 each to Mercy House and Meals on Wheels. Other listed grants included $10,000 each to Hospice of Montgomery, Boys Girls Club of Montgomery, and Brantwood Children’s Home; $7,000 each to Camp ASCCA and Children’s Center of Montgomery; and $6,000 to The Eye Bank for Sight Restoration.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Regions Bank Trust Department as trustee.
Carol W & Myron J Rothschild Fund's only listed officer is Regions Bank Trust Department, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Regions Bank Trust Department
Trustee
On filings since 2019
$39K (2019) → $41K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $41K, to Regions Bank Trust Department (Trustee).
Frequently asked questions about Carol W & Myron J Rothschild Fund
How much does Carol W & Myron J Rothschild Fund give each year?
Carol W & Myron J Rothschild Fund gave $804K across 20 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $260K across 4 grants.
What is Carol W & Myron J Rothschild Fund's typical grant size?
Carol W & Myron J Rothschild Fund's median grant in 2025 was $7,000, and its average grant was $40,175, across 20 grants on its 2025 IRS Form 990-PF.
Where does Carol W & Myron J Rothschild Fund give grants?
Carol W & Myron J Rothschild Fund gives mostly in Alabama: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Montgomery, AL (15 grants).
Does Carol W & Myron J Rothschild Fund give general operating support?
Yes: 100% of Carol W & Myron J Rothschild Fund's 2025 grants with a stated purpose (20 of 20) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Carol W & Myron J Rothschild Fund's largest grantees?
Carol W & Myron J Rothschild Fund's largest 2025 grantees include Heart of Alabama Food Bank ($500,000), Montgomery Area Family Violence Pro ($75,000) and American Red Cross of Central Alaba ($50,000), according to its 2025 IRS Form 990-PF. Together they received 78% of its itemized 2025 grant dollars.
How large is Carol W & Myron J Rothschild Fund?
Carol W & Myron J Rothschild Fund reported $5.1M in total assets on its 2025 IRS Form 990-PF. It paid out $834K in qualifying distributions that year, against a required minimum of $308K (roughly 5% of its investment assets).
What does Carol W & Myron J Rothschild Fund fund?
No mission statement for the fund is provided. Its 2025 grants included support for food assistance, family violence services, disaster relief, animal welfare, hospice care, services for people with disabilities, and other charitable purposes. See mission & focus areas ↑
How do I apply for a grant from Carol W & Myron J Rothschild Fund?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does Carol W & Myron J Rothschild Fund accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 8, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Carol W & Myron J Rothschild Fund funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/carol-w-and-myron-j-rothschild-fund-morg_15775787d0364389bb05e82b296309a8
BibTeX
@misc{grantable_636050756_2026,
author = {{Grantable}},
title = {{Carol W \& Myron J Rothschild Fund funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/carol-w-and-myron-j-rothschild-fund-morg_15775787d0364389bb05e82b296309a8},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Carol W & Myron J Rothschild Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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