HULDA B AND MAURICE L ROTHSCHILD FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HULDA B AND MAURICE L ROTHSCHILD FOUNDATION (EIN 36-6752787)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-16
IRS object ID
202401379349100335
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-16T09:51:53-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364411496PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Stephen Robin & CompanyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13100 Dundee Road Suite 505AddressLine1Txt
CityNorthbrookCityNm
State AbbreviationILStateAbbreviationCd
ZIP60062ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN366752787EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Hulda B & Maurice L Rothschild FDNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHULDBusinessNameControlTxt
Phone8474800077PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1840 N Lake Shore Drive 1601AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDebra Weese MayerPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDebra WeesePersonFirstNm
Person LastMayerPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStephen RobinPreparerPersonNm
PTINP01443675PTIN
Phone8474800077PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,503,011FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$14,138InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14,138InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$14,138InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$327,647DividendsRevAndExpnssAmt
Dividends Net Invst Incm$327,647DividendsNetInvstIncmAmt
Dividends Adj Net Incm$327,647DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$968NetGainSaleAstRevAndExpnssAmt
Other Income Rev And Expnss$109OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$342,862TotalRevAndExpnssAmt
Total Net Invst Incm$341,785TotalNetInvstIncmAmt
Total Adj Net Incm$341,785TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$2,016LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$2,016LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,270AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$10,270AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$42,095OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$42,095OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$7,712TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,712TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$62,093TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$49,807TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,286TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$927,065ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$927,065ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$989,158TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$49,807TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$939,351TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$646,296ExcessRevenueOverExpensesAmt
Net Investment Income$291,978NetInvestmentIncomeAmt
Adjusted Net Income$341,785AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$75,306SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$293,785SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$293,785SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$10,733,628CorporateStockBOYAmt
Corporate Stock EOY$9,898,436CorporateStockEOYAmt
Corporate Stock EOYFMV$8,745,861CorporateStockEOYFMVAmt
Other Assets EOYFMV$4,463,365OtherAssetsEOYFMVAmt
Total Assets BOY$10,808,934TotalAssetsBOYAmt
Total Assets EOY$10,192,221TotalAssetsEOYAmt
Total Assets EOYFMV$13,503,011TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$10,808,934CapitalStockBOYAmt
Capital Stock EOY$10,192,221CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$10,808,934TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,192,221TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,808,934TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,192,221TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,808,934TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$646,296ExcessRevenueOverExpensesAmt
Other Increases$29,583OtherIncreasesAmt
Subtotal$10,192,221SubtotalAmt
Tot Net Ast Or Fund Balances EOY$10,192,221TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,058InvestmentIncomeExciseTaxAmt
Subtotal$4,058SubtotalAmt
Tax Based On Investment Income$4,058TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,086EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$13,586TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$9,528OverpaymentAmt
Applied To ES Tax$9,528AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Stephen RobinBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8474800077PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13100 Dundee RdAddressLine1Txt
CityNorthbrookCityNm
State AbbreviationILStateAbbreviationCd
ZIP60062ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDr Debra E Weese- MayerPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1840 N Lake Shore DriveAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Northern Trust CompanyBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Po Box 803878AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60680ZIPCd
FieldValueIRS element (for citing)
Service TypeInvestment AdvisoryServiceTypeTxt
Compensation$42,095CompensationAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,564,361AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$264,941AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,829,302TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$12,829,302AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$192,440CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,636,862NetVlNoncharitableAssetsAmt
Minimum Investment Return$631,843MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$631,843MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,058TaxBasedOnInvestmentIncomeAmt
Total Tax$4,058TotalTaxAmt
Distributable Before Adj$627,785DistributableBeforeAdjAmt
Distributable Before Ded$627,785DistributableBeforeDedAmt
Distributable As Adjusted$627,785DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$939,351ExpensesAndContributionsAmt
Qualifying Distributions$939,351QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$627,785DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$332,191ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$361,400ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$328,775ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$170,136ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$316,757ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,509,259TotalExcessDistributionCyovAmt
Qualifying Distributions$939,351QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$627,785AppliedToCurrentYearAmt
Remaining Distri From Corpus$311,566RemainingDistriFromCorpusAmt
Total Corpus$1,820,825TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$332,191ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,488,634ExcessDistriCyovToNextYrAmt
Excess From Year4$361,400ExcessFromYear4Amt
Excess From Year3$328,775ExcessFromYear3Amt
Excess From Year2$170,136ExcessFromYear2Amt
Excess From Year1$316,757ExcessFromYear1Amt
Excess From Current Year$311,566ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDr Debra Weese MayerRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1840 North Lake Shore Drive 1601AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Restrictions On AwardsGrants generally limited to programs and projects supporting eldercare.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
United Way of Chicago
333 S WabashChicagoIL60604NONEPCGeneral$29,931
Orchestral Assoc of Chicag
220 S Michigan AveChicagoIL60604NONEPCGeneral$29,931
Northwestern Univeristy
633 Clark stEvanstonIL60208NONEPCGeneral$7,483
Univeristy of Minnesota Foundation
2000 SE Oak StMinneapolisMN55455NONEPCGeneral$7,483
Univeristy of Chicago
5801 S EllisChicagoIL60637NONEPCGeneral$29,931
Art Institute of Chicago
111 S MichiganChicagoIL60603NONEPCGeneral$29,931
Jewish Federation of Chicago
30 S Wells StChicagoIL60606NONEPCGeneral$59,862
Mayer Rothschild Foundation
840 N Lake Shore Drive 1601ChicagoIL60611NONEPOFGeneral$732,513
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$927,065TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,138ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$327,647ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion$109ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion$968ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$342,862ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$342,862TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$10,270Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$10,270DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$2,016LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,016DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$109RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCost basis adjusttment per Northern Trust statementDesc
Amt$29,583Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryNorthern Trust feesCategoryTxt
Amt$42,095Amt
Net Investment Income$42,095NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign TaxesCategoryTxt
Amt$7,712Amt
Net Investment Income$7,712NetInvestmentIncomeAmt

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