BETA

A FRANK ROTHSCHILD FUND: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
A FRANK ROTHSCHILD FUND (EIN 36-6049231)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-05
IRS object ID
202523099349102267
Schema version
2024v5.2
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)
Return2025-11-05T17:53:32-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341874260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 MONTGOMERY ST SUITE 1700AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN366049231EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1A FRANK ROTHSCHILD FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAFRABusinessNameControlTxt
Phone6505299966PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line137 MOUNTAIN MEADOW DRIVEAddressLine1Txt
CityWOODSIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94062ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonA FRANK ROTHSCHILDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6505299966PhoneNum
Signature2025-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKEVIN TUSINGPreparerPersonNm
PTINP01241383PTIN
Phone4153974444PhoneNum
Preparation2025-11-04PreparationDt
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$556,144FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$7,607DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,607DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,607DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$31,479NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$47,255GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,479CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$31,280OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$31,280OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$95,367TotalRevAndExpnssAmt
Total Net Invst Incm$39,087TotalNetInvstIncmAmt
Total Adj Net Incm$38,888TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$97,644LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$97,644LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$4,950AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,420OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,420OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$3,420OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$100TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$100TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$259,975OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$250,945OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$9,030OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$366,089TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,420TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$259,415TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$106,674TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$366,089TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,420TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$259,415TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$106,674TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$270,722ExcessRevenueOverExpensesAmt
Net Investment Income$35,667NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,170CashBOYAmt
Cash EOY$11,878CashEOYAmt
Cash EOYFMV$11,878CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,307SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,249SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,249SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$194RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$194RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$250,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$250,000OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$250,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$149,577CorporateStockBOYAmt
Corporate Stock EOY$133,801CorporateStockEOYAmt
Corporate Stock EOYFMV$489,432CorporateStockEOYFMVAmt
Corporate Bonds BOY$54,762CorporateBondsBOYAmt
Corporate Bonds EOY$54,762CorporateBondsEOYAmt
Corporate Bonds EOYFMV$50,391CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$51,797LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$51,797LandBldgEquipAccumDeprecAmt
Total Assets BOY$475,816TotalAssetsBOYAmt
Total Assets EOY$204,884TotalAssetsEOYAmt
Total Assets EOYFMV$556,144TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$475,816CapitalStockBOYAmt
Capital Stock EOY$204,884CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$475,816TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$204,884TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$475,816TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$204,884TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$475,816TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$270,722ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$205,094SubtotalAmt
Other Decreases$210OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$204,884TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
300.0000 CHARLES SCHWAB US MC2015-04-142024-10-30$8,378$4,340$4,038$4,038
20.0000 NVIDIA CORP2019-02-252024-04-18$17,579$797$16,782$16,782
20.0000 NVIDIA CORP2019-02-252024-04-22$12,752$597$12,155$12,155
100.0000 WALT DISNEY CO2016-07-182024-08-09$8,546$10,042-$1,496-$1,496
FieldValueIRS element (for citing)
Capital Gain Net Income$31,479CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$496InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$496SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$496TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$496TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksA FRANK ROTHSCHILDIndividualWithBooksNm
Phone6505299966PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line137 MOUNTAIN MEADOW DRIVEAddressLine1Txt
CityWOODSIDECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94062ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
A FRANK ROTHSCHILD
37 MOUNTAIN MEADOW DRIVEWOODSIDECA94062PRES & TREASURE40.00$0$0$0
PHILIP A HART
201 MISSION STREET SUITE 1825SAN FRANCISCOCA94105SECRETARY & VP1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE A. F. ROTHSCHILD FUND IS AN INDEPENDENT PRIVATE OPERATING FOUNDATION DEDICATED TO THE WELL-BEING AND PROTECTION OF HORSES, DONKEYS, AND THEIR KIN. SEE STMT #15Description1Txt
Expenses1$0Expenses1Amt
Description2LEGAL ACTION: ONGOING PROJECT-A LEGAL CHALLENGE TO PROHIBIT THE SALE OF "EJIAO" PRODUCTS MANUFACTURED FROM THE HIDES OF SLAUGHTERED DONKEYS. FURTHER INFORMATION IN STMT #15.Description2Txt
Expenses2$97,644Expenses2Amt
Description3FOUR RESEARCH AND EDUCATION PROJECTS, SOME COMPLETED IN YEAR, AND OTHERS ONGOING: FURTHER INFORMATION IN STMT #15.Description3Txt
Expenses3$9,030Expenses3Amt
Description4PEER REVIEW: THE YEAR'S ACTIVITY ALSO INCLUDED SIGNIFICANT PRESENTATIONS IN PEER REVIEW PUBLICATIONS AND AT CONFERENCE EVENTS. FURTHER INFORMATION IN STMT #15.Description4Txt
Expenses4$0Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$495,558AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,818AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$512,376TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$512,376AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,686CashDeemedCharitableAmt
Net Vl Noncharitable Assets$504,690NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,235MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$106,674ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$106,674QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2010-03-18PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$20,510Year1Amt
Year2$2,117Year2Amt
Year3$5,258Year3Amt
Total$27,885TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$17,434Year1Amt
Year2$1,799Year2Amt
Year3$4,469Year3Amt
Total$23,702TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$106,674CurrentYearAmt
Year1$41,085Year1Amt
Year2$31,344Year2Amt
Year3$6,795Year3Amt
Total$185,898TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$106,674CurrentYearAmt
Year1$41,085Year1Amt
Year2$31,344Year2Amt
Year3$6,795Year3Amt
Total$185,898TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$16,823CurrentYearAmt
Year1$13,673Year1Amt
Year2$13,405Year2Amt
Year3$14,371Year3Amt
Total$58,272TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,607ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$31,479ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescLAWSUIT SETTLEMENTDesc
Related Or Exempt Function Incm$31,280RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$39,087ExclusionAmt
Related Or Exempt Function Incm$31,280RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$70,367TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3N/A
4N/A
8N/A

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BOSTON FOUNDATIONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line175 ARLINGTON STREET 3RD FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Total Contributions$25,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$4,950Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$4,950AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierCONTINUATION OF SUMMARY OF DIRECT CHARITABLE ACTIVITIES DESCRIPTIONIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART VIII-A SUMMARY OF DIRECT CHARITABLE ACTIVITIESFormAndLineReferenceDesc
Medium ExplanationTHE A. F. ROTHSCHILD FUND IS AN INDEPENDENT PRIVATE OPERATING FOUNDATION DEDICATED TO THE WELL-BEING AND PROTECTION OF HORSES, DONKEYS, AND RELATED MEMBERS OF THE GENUS EQUUS THROUGH DIRECT ENGAGEMENT IN SCIENTIFIC RESEARCH, ACADEMIC SCHOLARSHIP, LEGAL INTERVENTION, AND EDUCATIONAL PROJECTS AS PROGRAM INITIATIVES OF THE CENTER FOR CONTEMPORARY EQUINE STUDIES (CCES), A SUPPORTING ORGANIZATION HEADQUARTERED IN WOODSIDE,CA.PRINCIPAL DIRECT ACTIVITIES DURING 2024 INCLUDED:I. LEGAL ACTIONA CONTINUING LAWSUIT FILED WITH THE CA SUPERIOR COURT IN 2022 TO PROHIBIT THE SALE OF "EJIAO" PRODUCTS, A PURPORTEDLY ANCIENT TRADITIONAL CHINESE MEDICINE MANUFACTURED FROM THE HIDES OF SLAUGHTERED DONKEYS AND UNLAWFULLY MARKETED IN VARIOUS FORMS AS AN HERBAL FOOD SUPPLEMENT/NUTRACEUTICAL IN VIOLATION OF CA STATUTORY LAW BANNING SALES OF EQUINE MEAT PRODUCTS FOR HUMAN CONSUMPTION. THE FUND'S PRECENDENTIAL LAWSUIT, FILED IN 2022, MARKS THE FIRST JUDICIAL CASE SINCE THE PROHIBITION WAS ENACTED 30 YEARS AGO AND IS PRESENTLY SCHEDULED FOR SUMMARY JUDGMENT ON SEPT. 15, 2025.II. RESEARCH AND EDUCATION:1) SUCCESSFUL COMPLETION OF A 5-YEAR RESEARCH PROJECT TO DEVELOP A NOVEL BIOTECHNOLOGICAL ALTERNATIVE TO REPLACE THE SCIENTIFICALLY OBSOLUTE & ETHICALLY UNACCEPTABLE USE OF HORSES AS LIVING INCUBATORS FOR INDUSTRIAL MASS PRODUCTION OF ANTIBODY-BASED ANTIVENOMS. THE GROUNDBREAKING PILOT STUDY, JOINTLY FUNDED BY THE PETA INT'L SCIENCE CONSORTIUM, DEMONSTRATED THAT ANTIBODIES PRODUCED USING RECOMBINANT METHODS ARE HIGHLY EFFECTIVE IN NEUTRALIZING BLACK WIDOW VENOM. THE INNOVATIVE METHODOLOGY AND TEST RESULTS WERE PUBLISHED IN THE JUNE 2024 ISSUE OF THE LEADING SCIENTIFIC JOURNAL FRONTIERS IN IMMUNOLOGY.2) COMPREHENSIVE LEGAL REVIEW OF THE BRAZIL FEDERAL GOVERNMENT'S REGULATORY REQUIREMENTS FOR APPROVAL OF EQUINE-DERIVED PHARMACEUTICAL PRODUCTS AND COMPLIANCE BY DRUG MANUFACTURERS WITH ANIMAL WELFARE LAWS PERTAINING TO USE OF HORSES AS LIVING MEANS OF PRODUCTION.3) A CONTINUING INVESTIGATIVE INQUIRY CONCERNING THE HEALTH AND WELFARE OF HORSES USED FOR ANTIBODY PRODUCTION BY THE PHARMACEUTICAL INDUSTRY AS EVIDENCED BY THE VISIBLE AND INTERNAL PATHOLOGICAL EFFECTS OF THE ROUTINE PROCEDURAL PROTOCOLS, AND WHICH TO DATE HAVE BEEN WITHHELD FROM PUBLIC KNOWLEDGE.4) DEVELOPMENT AND SUBMISSION OF A FORMAL WHITE PAPER CONTESTING THE EXCLUSION OF HORSES FROM THE BRAZILIAN NATIONAL COUNCIL ON ANIMAL EXPERIMENTION'S LEGISLATIVE REFORMS FOR REGULATION OF "THE REUSE, SEQUENTIAL USE AND RELOCATION OF ANIMALS IN SCIENTIFIC RESEARCH."III. PEER REVIEW PUBLICATIONS AND CONFERENCE PRESENTATIONS (ABRIDGED:RUSCHIG, M., NERLICH, J., HUST, M., ET. AL (2024) "HUMAN ANTIBODIES NEUTRALIZING THE ALPHA-LATROTOXIN OF THE EUROPEAN BLACK WIDOW," FRONTIERS IN IMMUNOLOGY, 15.PUCCA, MB & CAMPHORA, AL (2024) "THE POTENTIAL RISKS OF EQUINE SERUM THERAPY IN TRANSMITTING NEW INFECTIOUS DISEASES: LESSONS FROM A POST-PANDEMIC ERA." FRONTIERS IN PUBLIC HEALTH, 12.CAMPHORA, AL (2024)"HORSES AS A LIVING ASSET IN ANTIVENOM PRODUCTION: WHAT IS THEIR PHYSIOLOGICAL LIMIT?" INTERNATIONAL ANIMAL HEALTH JOURNAL, 11(3).CAMPHORA, A. L. (2024). THE ABUSIVE USE OF PREGNANT MARES IN THE PMSG INDUSTRY. INTERNATIONAL ANIMAL HEALTH JOURNAL, 11(1).CAMPHORA, A.L. (2024) "AT THE COST OF GIVING UP ALL THEIR BLOOD: HORSES AS GRIST FOR THE PHARMACEUTICAL INDUSTRY". IN: MARTINS, C. P. (ED) DO CAVALO: ON HORSES DEL CABALLO. EDITORA DIALTICA: 90-106."THE HORSE AS A MATERIAL ASSET IN MODERN IMMUNOLOGY," ANNUAL EQUINE HISTORY CONFERENCE, SEPT. 19-21, 2024."O ORGANISMO EQUINO A SERVIO DA PRODUO DE ANTIVENENOS: LACUNAS TICAS E RISCOS ASSOCIADOS," 2ND INTERNATIONAL SEMINAR ON BIOETHICS & ETHICS APPLIED IN THE FIELD OF ANIMAL LAW, AUG. 1, 2024.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC AT 3.35% DUE 2/9/2027$25,534$25,902
FORD MOTOR COMPANY DUE 8/1/2026$29,228$24,489

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
100 SHS CME GROUP INC$10,167$23,223
105 SH ZOETIS INC.$14,958$17,108
125 ALPHABET INC.$15,346$23,663
130 SHS VISA INC$10,198$41,085
160 SH VERIZON COMMUNICATIONS$9,110$6,398
160 SHS MERCK & CO INC$9,495$15,917
1350 SHS NVIDIA CORP$5,377$181,292
260 SH COMCAST CORP$10,053$9,758
330 SHS CISCO SYS INC$9,884$19,536
360 SHS APPLE INC$9,531$90,151
400 SHS SCHWAB US MID CAP ETF$13,021$24,939
75 SHS TRAVELERS COMPANIES INC$8,705$18,067
80 SH RESMED INC$7,956$18,295

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEES/ DUESCategoryTxt
Legal Fees$97,644LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$97,644DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc
Amt$210Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FUNDED RESEARCH$9,030$0$0$9,030
INTERNET AND IT$38$0$38$0
POSTAGE$109$0$109$0
OFFICE$705$0$705$0
DUES & SUBSCRIPTIONS$93$0$93$0
BAD DEBT EXPENSE$250,000$0$250,000$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescLAWSUIT SETTLEMENTDesc
Revenue And Expenses Per Books$31,280RevenueAndExpensesPerBooksAmt
Adjusted Net Income$31,280AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANGEMENT FEESCategoryTxt
Amt$3,420Amt
Net Investment Income$3,420NetInvestmentIncomeAmt
Adjusted Net Income$3,420AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCALIFORNIA FILING FEESCategoryTxt
Amt$100Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$100AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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