2024-10-10T20:23:34-05:00 2023-12-31 953864890 MARCUM LLP 600 ANTON BLVD SUITE 1600 COSTA MESA CA 92626 990PF 2023-01-01 205021534 THE ROTHSCHILD FAMILY CHARITABLE FOUNDATION ROTH 9494992942 32351 COAST HIGHWAY LAGUNA BEACH CA 92651 ROBERT SALL BOARD MEMBER 9494992942 2024-09-27 1 0 LISA BRACKEN P01576616 9492365600 2023 2024-10-15 13:58:12Z X 3887502 X 0 X 19 19 120545 120545 62445 208450 62445 37 37 183046 183046 0 0 0 6809 6809 0 15890 15890 0 14771 14771 0 3906 3906 0 824 824 0 42200 42200 0 200000 200000 242200 42200 200000 -59154 140846 30317 24763 24763 3550011 3862739 3862739 3580328 3887502 3887502 0 0 X 0 0 0 0 3580328 3887502 3580328 3887502 3580328 3887502 3580328 -59154 368220 3889394 1892 3887502 SALE OF DFCEX 2017-01-31 2023-10-27 22500 20630 1870 1870 SALE OF NOINX 2017-01-13 2023-10-27 22500 19863 2637 2637 SALE NUSFX 2017-01-13 2023-10-27 25000 25183 -183 -183 SALE OF NOSIX 2017-01-13 2023-10-27 22500 26134 -3634 -3634 SALE OF DFCEX 2017-01-13 2023-11-24 12500 10640 1860 1860 SALE OF NOINX 2017-01-13 2023-11-24 12500 10133 2367 2367 SALE OF NUSFX 2017-01-13 2023-11-24 22500 22611 -111 -111 SALE OF NOSIX 2017-01-13 2023-11-24 12500 10811 1689 1689 CAPITAL GAINS DIVIDENDS P 55950 55950 55950 62445 1958 0 1958 0 1958 2040 0 0 0 2040 X 1 81 81 0 0 0 0 0 0 0 0 0 0 0 0 1 CA DE 1 0 0 0 0 1 N/A ROBERT SALL 9494992942 32351 COAST HIGHWAY LAGUNA BEACH CA 92651 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TYRONE ROTHSCHILD 32351 COAST HIGHWAY LAGUNA BEACH CA 92651 BOARD MEMBER 1.00 0 0 0 ELYSE ROTHSCHILD 32351 COAST HIGHWAY LAGUNA BEACH CA 92651 BOARD MEMBER 1.00 0 0 0 DESIREE ROTHSCHILD 32351 COAST HIGHWAY LAGUNA BEACH CA 92651 BOARD MEMBER 1.00 0 0 0 JANIE ROTHSCHILD 32351 COAST HIGHWAY LAGUNA BEACH CA 92651 BOARD MEMBER 1.00 0 0 0 DYLAN WEBSTER 32351 COAST HIGHWAY LAGUNA BEACH CA 92651 BOARD MEMBER 1.00 0 0 0 ROBERT K SALL 32351 COAST HIGHWAY LAGUNA BEACH CA 92651 BOARD MEMBER 1.00 0 0 0 KATE GLASSMAN 32351 COAST HIGHWAY LAGUNA BEACH CA 92651 BOARD MEMBER 1.00 0 0 0 ALIXZANDRA ROTHSCHILD 32351 COAST HIGHWAY LAGUNA BEACH CA 92651 BOARD MEMBER 1.00 0 0 0 ANTHONY CARMOLA 32351 COAST HIGHWAY LAGUNA BEACH CA 92651 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 0 3716453 84211 0 3800664 0 0 3800664 57010 3743654 187183 187183 1958 1958 185225 0 185225 0 185225 200000 0 200000 185225 0 0 292 40150 445414 30258 62383 578497 200000 0 0 0 185225 14775 0 0 593272 0 0 0 0 0 0 292 592980 40150 445414 30258 62383 14775 X ALS NORTHWEST ASSOCIATION 825 NE MULTNOMAH ST 940 PORTLAND OR 97232 N/A NC LEADING THE FIGHT TO CURE AND TREAT ALS THROUGH RESEARCH, ADVOCACY AND CARE SERVICES. 20000 CARBONDALE CLAY CENTER 135 MAIN STREET CARBONDALE CO 81623 N/A NC A NON-PROFIT COMMUNITY ARTS CENTER THAT EXISTS TO ENRICH LIVES THROUGH THE CERAMIC ARTS. 5000 CLEAN AIR TASK FORCE 114 STATE STREET 6TH FLOOR BOSTON MA 02109 N/A NC TO SUPPORT CLEAN AIR 10000 FRIENDS OF THE HOSPITAL FOR SICK CHILDREN TORONTO INC 1725 I STREET NW STE 300 WASHINGTON DC 200062423 N/A NC RESPONDS TO THE WORLDS WORST HUMANITARIAN CRISIS AND HELPS PEOPLE WHOSE LIVES AND LIVELIHOODS ARE SHATTERED BY CONFLICT AND DISASTER. 20000 OPERATION SMILE 3641 FACULTY BOULEVARD VIRGINIA BEACH VA 23453 N/A NC PROVIDES FACIAL RECONSTRUCTIVE SURGERY; MORE EXPLICITLY, CHILDREN'S CLEFT LIP AND CLEFT PALATE REPAIR, IN DEVELOPING COUNTRIES 10000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 N/A NC TO LEAD THE WAY IN UNDERSTANDING AND TREATING CHILDHOOD CANCER 15000 SURVIVAL INTERNATIONAL PO BOX 26345 SAN FRANCISCO CA 94126 N/A NC WORKS WITH TRIBAL PEOPLES TO CAMPAIGN AND LOBBY FOR THEIR LAND RIGHTS AND AMPLIFLY INDIGENOUS VOICES. 15000 WOOD RIVER LAND TRUST 119 EAST BULLION STREET HAILEY ID 83333 N/A NC TO PROTECT AND SUSTAIN THE TREASURED LANDSCAPES AND LIFE-GIVING WATERS OF THE WOOD RIVER VALLEY AND INSPIRE LOVE FOR THIS SPECIAL PLACE FOR GENERATIONS TO COME. 12000 UNEGA MOUNTAIN DOG RESCUE INC PO BOX 2134 KETCHUM ID 83340 N/A NC TO SUPPORT ABANDONED WORKING LIVESTOCK GUARDIAN DOGS 3000 HEROIC HEARTS PROJECT 307 W 126TH ST APT 5A NEW YORK NY 10027 N/A NC TO SUPPORT VETERANS SUFFERING FROM PTSD 20000 BLAINE COUNTY EDUCATION FOUNDATION PO BOX 2134 HAILEY ID 83333 N/A NC TO SUPPORT STUDENTS IN NEED 5000 NAMI NATIONAL DBA NATIONAL ALLIANCE ON MENTAL ILLNESS 4301 WILSON BLVD SUITE 300 ARLINGTON VA 22203 N/A NC TO BUILD BETTER LIEVES FOR THOSE WHO ARE AFFECTED BY MENTAL ILLNESS 20000 A WALK ON WATER 23823 MALIBU ROAD SUITE 50-376 MALIBU CA 90265 N/A NC EMPOWERING CHILDREN WITH A FEELING OF PRIDE AND ACCOMPLISHMENT THROUGH THE EMOTIONAL EXPERIENCE OF SURFING. 5000 INTERNATIONAL FUND FOR ANIMAL WELFARE 1400 16TH STREET NW SUITE 510 WASHINGTON DC 20036 N/A NC TO PROVIDE HANDS-ON ASSISTANCE TO AND PROTECTION OF ANIMALS IN NEED 5000 HOAG - WOMENS HEALTH INSTUTUTE - NICU 330 PLACENTIA AVE SUITE I 00 NEWPORT BEACH CA 92663 N/A NC THE HOAG WOMEN'S HEALTH INSTITUTE IMPROVES THE LIVES OF THE WOMEN IT SERVES WITH PERSONALIZED, INTEGRATED CARE THROUGH PREVENTION, WELLNESS AND TREATMENT. 5000 CENTER FOR CARBON REMOVAL DBA CARBON 180 650 MASSACHUSETTS AVE NW WASHINGTON DC 20001 N/A NC TO DESIGN SCIENCE-BASED POLICIES THAT BRING CARBON REMOVAL SOLUTION TO GIGATONE SCALE 10000 SAVE THE CHILDREN 501 KINGS HIGHWAY EAST SUTIE 400 FAIRFIELD CT 06825 N/A NC TO HELP TRANSFORM THE LIVES OF CHILDREN IN THE U.S. AND WORLDWIDE. 20000 200000 0 14 19 14 120545 14 37 14 55950 6495 0 176551 6495 183046 8 REALIZED GAIN TO BE CHARITABLY CONTRIBUTED 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 15890 15890 0 FOUNDATION NAME NAME OF FOUNDATION THE ROTHSCHILD FAMILY CHARITABLE FOUNDATION IS A DBA FOR THE ROTHSCHILD FAMILY FOUNDATION, INCORPORATED IN DELAWARE. IT IS REGISTERED TO DO BUSINESS IN CALIFORNIA AS THE ROTHSCHILD FAMILY CHARITABLE FOUNDATION AND IS NOT AFFILIATED WITH THE CALIFORNIA CORPORATION KNOWN AS THE ROTHSCHILD FAMILY FOUNDATION. INVESTMENT IN NORTHERN TRUST FMV 3862739 3862739 LEGAL 6809 6809 0 FEDERAL TAXES 1892 OTHER SERVICE FEES 75 75 0 CAPITAL STRUCTURE CHANGES 749 749 0 OTHER INCOME (SECTION 1411 NET INVESTMENT INCOME) 37 37 37 UNREALIZED GAIN - NORTHERN TRUST CURRENT YEAR 368208 NON DIVIDEND DISTRIBUTIONS 12 AGENCY FEES 13864 13864 0 SERVICE FEES 907 907 0 FOREIGN TAXES 3906 3906 0