Carrie Rothschild Memorial Fund Ua

DALLAS, TX EIN: 22-6049044

Carrie Rothschild Memorial Fund Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $10K in total assets. In 2024, it awarded 1 grants totaling $553. Net investment income was $494.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$10K

-0.6% YoY

Annual Giving

$553

+24.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$553

+24.3% YoY

Under IRS private-foundation payout rules, Carrie Rothschild Memorial Fund Ua reported a distributable amount of $596 for 2024 — the minimum it must pay out in qualifying distributions.

About Carrie Rothschild Memorial Fund Ua

Based on IRS filings

Carrie Rothschild Memorial Fund Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $10K in total assets. In 2024, it awarded 1 grants totaling $553. Net investment income was $494.

Ready to take the next step with Carrie Rothschild Memorial Fund Ua?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Atlantic City

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$231.275$462.55$693.825$925.120202021202220232024
Metric202420232022
Total Assets$9,790$9,850$10,000
Revenue$502$306$70
Expenses$565$451$677
Qualifying Distributions$553$445$656
Net Investment Income$494$295$205
Distributable Amount$596$531$542

Giving Over Time

Total grant dollars and number of grants per year

$0$164$328$492$6561 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

ATLANTIC CITY BOARD OF E…$553

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Atlantic City Board of Education ($553).

RecipientPurposeAmount
ATLANTIC CITY BOARD OF EDUCATION ATLANTIC CITY, NJUNRESTRICTED GENERAL$553

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1

Frequently Asked Questions

How large is Carrie Rothschild Memorial Fund Ua?

As of 2024, Carrie Rothschild Memorial Fund Ua holds $10K in total assets with $502 in annual revenue. It awarded 1 grants totaling $553 in 2024.

Where does Carrie Rothschild Memorial Fund Ua operate?

Carrie Rothschild Memorial Fund Ua has awarded grants in New Jersey.

What size grants does Carrie Rothschild Memorial Fund Ua award?

In 2024, Carrie Rothschild Memorial Fund Ua awarded 1 grants totaling $553 — an average of about $553 per grant, based on its IRS Form 990 filings.

How much is Carrie Rothschild Memorial Fund Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Carrie Rothschild Memorial Fund Ua reported a distributable amount of $596 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Carrie Rothschild Memorial Fund Ua's EIN?

Carrie Rothschild Memorial Fund Ua's EIN (Employer Identification Number) is 22-6049044. 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.

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