HULDA B AND MAURICE L ROTHSCHILD FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HULDA B AND MAURICE L ROTHSCHILD FOUNDATION (EIN 36-6752787)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-01
IRS object ID
202121529349100767
Schema version
2020v4.0
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)
Return2021-06-01T13:52:29-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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 DriveAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDebra Weese MayerPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-06-01SignatureDt
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

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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,798,533FMVAssetsEOYAmt
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$1,068InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,068InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,068InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$278,763DividendsRevAndExpnssAmt
Dividends Net Invst Incm$278,763DividendsNetInvstIncmAmt
Dividends Adj Net Incm$278,763DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$254,642NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,916,769GrossSalesPriceAmt
Other Income Rev And Expnss$182OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$25,371TotalRevAndExpnssAmt
Total Net Invst Incm$279,831TotalNetInvstIncmAmt
Total Adj Net Incm$279,831TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$926LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$926LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,750AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$9,750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$41,844OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$41,844OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$7,323TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,323TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$59,843TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$49,167TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,676TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$940,139ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$940,139ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$999,982TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$49,167TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$950,815TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$974,611ExcessRevenueOverExpensesAmt
Net Investment Income$230,664NetInvestmentIncomeAmt
Adjusted Net Income$279,831AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$14,726SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$29,478SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$29,478SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$12,366,731CorporateStockBOYAmt
Corporate Stock EOY$11,377,368CorporateStockEOYAmt
Corporate Stock EOYFMV$11,364,982CorporateStockEOYFMVAmt
Corporate Bonds EOYFMV$2,404,073CorporateBondsEOYFMVAmt
Total Assets BOY$12,381,457TotalAssetsBOYAmt
Total Assets EOY$11,406,846TotalAssetsEOYAmt
Total Assets EOYFMV$13,798,533TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$12,381,457CapitalStockBOYAmt
Capital Stock EOY$11,406,846CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$12,381,457TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,406,846TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,381,457TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,406,846TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,381,457TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$974,611ExcessRevenueOverExpensesAmt
Subtotal$11,406,846SubtotalAmt
Tot Net Ast Or Fund Balances EOY$11,406,846TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Northern TrustP2020-05-202020-05-20$1,751$1,751
Northern TrustP2017-02-142020-12-02$2,915,018$3,169,660-$254,642-$254,642
FieldValueIRS element (for citing)
Capital Gain Net Income-$254,642CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,206InvestmentIncomeExciseTaxAmt
Subtotal$3,206SubtotalAmt
Tax Based On Investment Income$3,206TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$25,548EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$25,548TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$22,342OverpaymentAmt
Applied To ES Tax$22,342AppliedToESTaxAmt

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$41,844CompensationAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,441,251AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$254,104AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,695,355TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$12,695,355AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$190,430CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,504,925NetVlNoncharitableAssetsAmt
Minimum Investment Return$625,246MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$625,246MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,206TaxBasedOnInvestmentIncomeAmt
Total Tax$3,206TotalTaxAmt
Distributable Before Adj$622,040DistributableBeforeAdjAmt
Distributable Before Ded$622,040DistributableBeforeDedAmt
Distributable As Adjusted$622,040DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$950,815ExpensesAndContributionsAmt
Qualifying Distributions$950,815QualifyingDistributionsAmt
Adjusted Qualifying Distri$950,815AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$622,040DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$133,075ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$363,578ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$332,191ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$361,400ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,190,244TotalExcessDistributionCyovAmt
Qualifying Distributions$950,815QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$622,040AppliedToCurrentYearAmt
Remaining Distri From Corpus$328,775RemainingDistriFromCorpusAmt
Total Corpus$1,519,019TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,519,019ExcessDistriCyovToNextYrAmt
Excess From Year4$133,075ExcessFromYear4Amt
Excess From Year3$363,578ExcessFromYear3Amt
Excess From Year2$332,191ExcessFromYear2Amt
Excess From Year1$361,400ExcessFromYear1Amt
Excess From Current Year$328,775ExcessFromCurrentYearAmt

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$24,135
Orchestral Assoc of Chicag
220 S Michigan AveChicagoIL60604NONEPCGeneral$24,135
Northwestern Univeristy
633 Clark stEvanstonIL60208NONEPCGeneral$6,033
Univeristy of Minnesota Foundation
2000 SE Oak StMinneapolisMN55455NONEPCGeneral$6,033
Univeristy of Chicago
5801 S EllisChicagoIL60637NONEPCGeneral$24,135
Art Institute of Chicago
111 S MichiganChicagoIL60603NONEPCGeneral$24,135
Jewish Federation of Chicago
30 S Wells StChicagoIL60606NONEPCGeneral$48,270
Mayer Rothschild Foundation
840 N Lake Shore Drive 1601ChicagoIL60611NONEPOFGeneral$783,263
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$940,139TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,068ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$278,763ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion$182ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$254,642RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$280,013ExclusionAmt
Related Or Exempt Function Incm-$254,642RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,371TotalIncomeProducingActyAmt

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$9,750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$9,750DisbursementsCharitablePrpsAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal feesCategoryTxt
Legal Fees$926LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$926DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$182RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryNorthern Trust feesCategoryTxt
Amt$41,844Amt
Net Investment Income$41,844NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign TaxesCategoryTxt
Amt$7,323Amt
Net Investment Income$7,323NetInvestmentIncomeAmt

Comments

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