HULDA B AND MAURICE L ROTHSCHILD FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HULDA B AND MAURICE L ROTHSCHILD FOUNDATION (EIN 36-6752787)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-28
IRS object ID
202501489349100415
Schema version
2024v5.1
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)
Return2025-05-28T10:52:35-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
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
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,174,784FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$356,299DividendsRevAndExpnssAmt
Dividends Net Invst Incm$356,299DividendsNetInvstIncmAmt
Dividends Adj Net Incm$356,299DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$83,217NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$671,230GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,217CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$439,516TotalRevAndExpnssAmt
Total Net Invst Incm$439,516TotalNetInvstIncmAmt
Total Adj Net Incm$356,299TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$960LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$960LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,960AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$9,960AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$43,180OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$43,180OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$9,446TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,446TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$63,546TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$52,626TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,920TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$822,656ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$822,656ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$886,202TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$52,626TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$833,576TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$446,686ExcessRevenueOverExpensesAmt
Net Investment Income$386,890NetInvestmentIncomeAmt
Adjusted Net Income$356,299AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$293,785SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$70,295SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$70,295SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$9,898,436CorporateStockBOYAmt
Corporate Stock EOY$7,642,189CorporateStockEOYAmt
Corporate Stock EOYFMV$12,251,169CorporateStockEOYFMVAmt
Corporate Bonds EOY$1,911,511CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,853,320CorporateBondsEOYFMVAmt
Total Assets BOY$10,192,221TotalAssetsBOYAmt
Total Assets EOY$9,623,995TotalAssetsEOYAmt
Total Assets EOYFMV$14,174,784TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$10,192,221CapitalStockBOYAmt
Capital Stock EOY$9,623,995CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$10,192,221TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,623,995TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,192,221TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,623,995TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,192,221TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$446,686ExcessRevenueOverExpensesAmt
Subtotal$9,745,535SubtotalAmt
Other Decreases$121,540OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,623,995TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
Northern TrustP2018-02-022024-02-02$1,005$1,005$1,005
Northern TrustP2017-02-142024-12-13$670,225$82,212$82,212$588,013
FieldValueIRS element (for citing)
Capital Gain Net Income$83,217CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,378InvestmentIncomeExciseTaxAmt
Subtotal$5,378SubtotalAmt
Tax Based On Investment Income$5,378TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,528EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,528TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$4,150OverpaymentAmt
Applied To ES Tax$4,150AppliedToESTaxAmt

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$43,180CompensationAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$14,142,590AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$278,102AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$14,420,692TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$14,420,692AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$216,310CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,204,382NetVlNoncharitableAssetsAmt
Minimum Investment Return$710,219MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$710,219MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,378TaxBasedOnInvestmentIncomeAmt
Total Tax$5,378TotalTaxAmt
Distributable Before Adj$704,841DistributableBeforeAdjAmt
Distributable Before Ded$704,841DistributableBeforeDedAmt
Distributable As Adjusted$704,841DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$833,576ExpensesAndContributionsAmt
Qualifying Distributions$833,576QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$704,841DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$361,400ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$328,775ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$170,136ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$316,757ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$311,566ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,488,634TotalExcessDistributionCyovAmt
Qualifying Distributions$833,576QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$704,841AppliedToCurrentYearAmt
Remaining Distri From Corpus$128,735RemainingDistriFromCorpusAmt
Total Corpus$1,617,369TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$361,400ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,255,969ExcessDistriCyovToNextYrAmt
Excess From Year4$328,775ExcessFromYear4Amt
Excess From Year3$170,136ExcessFromYear3Amt
Excess From Year2$316,757ExcessFromYear2Amt
Excess From Year1$311,566ExcessFromYear1Amt
Excess From Current Year$128,735ExcessFromCurrentYearAmt

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$31,327
Orchestral Assoc of Chicag
220 S Michigan AveChicagoIL60604NONEPCGeneral$31,327
Northwestern Univeristy
633 Clark stEvanstonIL60208NONEPCGeneral$7,831
Univeristy of Minnesota Foundation
2000 SE Oak StMinneapolisMN55455NONEPCGeneral$7,831
Univeristy of Chicago
5801 S EllisChicagoIL60637NONEPCGeneral$31,327
Art Institute of Chicago
111 S MichiganChicagoIL60603NONEPCGeneral$12,678
Jewish Federation of Chicago
30 S Wells StChicagoIL60606NONEPCGeneral$25,356
Mayer Rothschild Foundation
840 N Lake Shore Drive 1601ChicagoIL60611NONEPOFGeneral$674,979
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$822,656TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$356,299ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$83,217RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$356,299ExclusionAmt
Related Or Exempt Function Incm$83,217RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$439,516TotalIncomeProducingActyAmt

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$9,960Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$9,960DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

Legal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
$480$0$0$480
$480$0$0$480

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescReturn of Capital adjustment Private Equity InvestmentsDesc
Amt$121,540Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryNorthern Trust feesCategoryTxt
Amt$43,180Amt
Net Investment Income$43,180NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign TaxesCategoryTxt
Amt$9,446Amt
Net Investment Income$9,446NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.