Nonprofit · EIN 63-6050756
CAROL W & MYRON J ROTHSCHILD FUND
Tax-exempt · MONTGOMERY, AL 36102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $529,072 | $909,705 | -$380,633 | $5,137,865 | $176 | $5,137,689 |
| December 31, 2024 | 990-PF | $2,162,506 | $313,974 | $1,848,532 | $5,518,503 | $181 | $5,518,322 |
| December 31, 2023 | 990-PF | $231,115 | $307,871 | -$76,756 | $3,669,971 | $181 | $3,669,790 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $105,422
- Interest
- $60,929
- Net gain from sales of assets
- $362,721
Expenses
- Grants and similar amounts paid
- $803,500
- Compensation of officers, directors and key employees
- $41,177
- Disbursements for charitable purposes
- $833,605
- Excise tax on investment income
- $7,083
Balance sheet and other
- Total assets, start of year
- $5,518,503
- Total assets, end of year
- $5,137,865
- Total liabilities, end of year
- $176
- Net assets, end of year
- $5,137,689
- Fair market value of assets
- $6,240,214
- Qualifying distributions
- $833,605
- Net investment income
- $529,072
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 201 MONROE STREET 4TH FLOOR, MONTGOMERY, AL 36104 | TRUSTEE | 0 | $41,177 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 201 MONROE STREET 4TH FLOOR, MONTGOMERY, AL 36104 | TRUSTEE | 5 | $42,117 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 201 MONROE STREET 4TH FLOOR, MONTGOMERY, AL 36104 | TRUSTEE | 5 | $38,502 |
Address and contacts
- Address (IRS master file)
- PO BOX 2450, MONTGOMERY, AL 36102-2450
- In care of
- % 1ST ALA BANK OF MONTGOMERY
- Signed the 990-PF
- REGIONS BANK TRUST DEPARTMENT, TRUSTEE
- Phone
- (334) 230-6104
- Return prepared by
- ALDRIDGE BORDEN & COMPANY PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 63-6050756
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1966
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,137,865
- Income (IRS master file)
- $2,443,004
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $529,072 | $909,705 | $5,137,865 | IRS |
| 990-PF | December 2024 | $2,162,506 | $313,974 | $5,518,503 | IRS |
| 990-PF | December 2023 | $231,115 | $307,871 | $3,669,971 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 63-6050756).
Questions about CAROL W & MYRON J ROTHSCHILD FUND
- What is the EIN of CAROL W & MYRON J ROTHSCHILD FUND?
- The employer identification number (EIN) of CAROL W & MYRON J ROTHSCHILD FUND is 63-6050756.
- Is CAROL W & MYRON J ROTHSCHILD FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to CAROL W & MYRON J ROTHSCHILD FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAROL W & MYRON J ROTHSCHILD FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAROL W & MYRON J ROTHSCHILD FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAROL W & MYRON J ROTHSCHILD FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CAROL W & MYRON J ROTHSCHILD FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $41,177 (REGIONS BANK TRUST DEPARTMENT, TRUSTEE).
- How much revenue does CAROL W & MYRON J ROTHSCHILD FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $529,072, expenses of $909,705 and total assets of $5,137,865 at year end.
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