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Also known as: C/O REGIONS PRIVATE WEALTH MGMT
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Carol W & Myron J Rothschild Fund is a private trust based in MONTGOMERY, AL. The foundation received its IRS ruling in 1966. The principal officer is 1st Ala Bank Of Montgomery. It holds total assets of $5.5M. Annual income is reported at $3.3M. Total assets have grown from $2.5M in 2011 to $3.7M in 2023. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Alabama. According to available records, Carol W & Myron J Rothschild Fund has made 92 grants totaling $1M, with a median grant of $3K. The foundation has distributed between $231K and $524K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $524K distributed across 60 grants. Individual grants have ranged from $500 to $130K, with an average award of $11K. The foundation has supported 31 unique organizations. Grants have been distributed to organizations in Alabama and New York and Kentucky. Contributions to this foundation are tax-deductible.
Smallest Grant
$250
Median Grant
$3K
Average Grant
$10K
Largest Grant
$102K
Based on 29 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Carol W & Myron J Rothschild Fund is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 92 grants. Its grantmaking reaches organizations primarily in AL, NY, KY.
Carol W & Myron J Rothschild Fund has distributed a total of $1M across 92 grants. The median grant size is $3K, with an average of $11K. Individual grants have ranged from $500 to $130K.
Carol W & Myron J Rothschild Fund typically selects its grantees rather than accepting unsolicited proposals.
Carol W & Myron J Rothschild Fund is headquartered in MONTGOMERY, AL. While based in AL, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Regions Bank Trust Department | TRUSTEE | $39K | $0 | $39K |
Total Giving
$308K
Total Assets
$3.7M
Fair Market Value
$6.1M
Net Worth
$3.7M
Grants Paid
$261K
Contributions
N/A
Net Investment Income
$213K
Distribution Amount
$288K
Total: $1.7M
Total Grants
92
Total Giving
$1M
Average Grant
$11K
Median Grant
$3K
Unique Recipients
31
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Montgomery Area Food BankGENERAL FUND | Montgomery, AL | $130K | 2023 |
| Montgomery Area Council On AgingGENERAL FUND | Montgomery, AL | $130K | 2023 |
| Family Sunshine CenterGENERAL FUND | Montgomery, AL | $893 | 2023 |
| Mercy HouseGENERAL FUND | Montgomery, AL | $25K | 2022 |
| Valiant Cross AcademyGENERAL FUND | Montgomery, AL | $25K | 2022 |
| Meals On WheelsGENERAL FUND | Montgomery, AL | $25K | 2022 |
| Montgomery Area Family Violence ProGENERAL FUND | Montgomery, AL | $20K | 2022 |
| American Red Cross Of Central AlGENERAL FUND | Montgomery, AL | $20K | 2022 |
| MacoaGENERAL FUND | Montgomery, AL | $6K | 2022 |
| Montgomery Symphony OrchestraGENERAL FUND | Montgomery, AL | $5K | 2022 |
| Hospice Of MontgomeryGENERAL FUND | Montgomery, AL | $5K | 2022 |
| Joy To Life FoundationGENERAL FUND | Montgomery, AL | $5K | 2022 |
| Family Guidance CenterGENERAL FUND | Montgomery, AL | $5K | 2022 |
| Boys Girls Club Of MontGENERAL FUND | Montgomery, AL | $3K | 2022 |
| Brantwood Children'S HomeGENERAL FUND | Montgomery, AL | $3K | 2022 |
| Montgomery Habitat For HuGENERAL FUND | Montgomery, AL | $3K | 2022 |
| Jewish Federation Of Central AlGENERAL FUND | Montgomery, AL | $3K | 2022 |
| ManeGENERAL FUND | Pike Road, AL | $2K | 2022 |
| Medical Aids Outreach Of AlGENERAL FUND | Montgomery, AL | $1K | 2022 |
| Eye-Bank For Sight RestorGENERAL FUND | New York, NY | $1K | 2022 |
| MarcGENERAL FUND | Montgomery, AL | $1K | 2022 |
| Montgomery Humane SocietyGENERAL FUND | Montgomery, AL | $1K | 2022 |
| Landmarks FoundationGENERAL FUND | Montgomery, AL | $500 | 2022 |
| American Printing HouseGENERAL FUND | Louisville, KY | $500 | 2022 |
| American Heart AssociatioGENERAL FUND | Birmingham, AL | $500 | 2022 |
| Goodwill Industries- CentGENERAL FUND | Montgomery, AL | $500 | 2022 |
BIRMINGHAM, AL
BIRMINGHAM, AL
BIRMINGHAM, AL