Rothschild Family Foundation in Northbrook, Illinois (IL)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Illinois
| Rothschild Family Foundation | |
| Employer Identification Number (EIN) | 431303640 |
| Name of Organization | Rothschild Family Foundation |
| In Care of Name | Rolf Stetter |
| Address | 5 Revere Dr Ste 120, Northbrook, IL 60062-8005 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1984 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2011 |
| Assets | $100,000 to $499,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $277,676 |
| Amount of Income | $22,797 |
| Form 990 Revenue Amount | $22,120 |
Non-representatives - add comments:
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $22,120 | $21,897 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $22,693 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $31,319 | $2,600 | $0 | $27,000 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $4,319 | $2,600 | $0 | |
| Contributions, gifts, grants paid | $27,000 | |||
| Excess of revenue over expenses and disbursements | $-9,199 | |||
| Net investment income | $19,297 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $277,676 | $568,048 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $261,664 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $16,012 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $277,676 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-573 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $386 |
| Total credits and payments | $744 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $744 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Overpayment | $358 |
| Amount to be credited to 2012 estimated tax | $358 |
| Statements Regarding Activities (for 2011) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $542,593 |
| Net value of noncharitable-use assets | $534,460 |
| Minimum investment return | $26,723 |
| Distributable Amount (for 2011) | |
| Distributable amount | $26,337 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $26,337 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Illinois | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Rotary International, Rotary Club Of Wheeling Il | PO BOX 75, Wheeling, IL 60090 | IL | 1976-05 | $25,812 |
| 2 | Rotary International, Wilmette Harbor Rotary Club | PO BOX 731, Wilmette, IL 60091-0731 | IL | 1942-09 | $50,120 |
| 3 | Rotary International, Wilmette Rotary Club | PO BOX 111, Wilmette, IL 60091-0111 | IL | 1966-09 | $38,706 |
| 4 | Rotary International, Woodstock Rotary Club | PO BOX 670, Woodstock, IL 60098-0670 | IL | 1968-09 | $43,663 |
| 5 | Rotary Lunch Club Of Mount Prospect Illinois Charitable Foundation | PO BOX 292, Mt Prospect, IL 60056 | IL | 1995-06 | $0 |
| 6 | Rotary/One Foundation Inc | 65 W Jackson Blvd, Chicago, IL 60604-3598 | IL | 1939-03 | $556,471 |
| 7 | Rothkopf Family Charitable Foundation, Rothkopf Richard E Ttee | 2011 W Race Ave, Chicago, IL 60612-1507 | IL | 1989-10 | $266,662 |
| 8 | Rothman Charitable Trust | 135 S Lasalle St 2810, Chicago, IL 60603-4145 | IL | 1988-04 | $10,748 |
| 9 | Rothman Family Foundation | 311 S Wacker Dr Ste 4190, Chicago, IL 60606-6621 | IL | 1987-02 | $684,451 |
| 10 | Rothner Family Charitable Foundation | 2201 W Main St, Evanston, IL 60202-1519 | IL | 1991-12 | $686,000 |
| 11 | Rothschild Family Foundation | 5 Revere Dr Ste 120, Northbrook, IL 60062-8005 | IL | 1984-01 | $22,797 |
| 12 | Roudnev Ballet Of Chicago | 47 W Division St Ste 356, Chicago, IL 60610-2339 | IL | 1999-11 | $79,179 |
| 13 | Round Lake Spartan Football & Cheerleading Organization | PO BOX 957, Round Lk Bch, IL 60073-0606 | IL | 2004-05 | $61,477 |
| 14 | Route 66 Association Of Illinois, C-O Laura Meyer | 110 W Howard St, Pontiac, IL 61764-1820 | IL | 1993-10 | $55,530 |
| 15 | Route 66 Theatre Company | 6255 N Sheridan Rd Apt 28, Chicago, IL 60660-1733 | IL | 2008-09 | $40,417 |
| 16 | Routt High School Education Foundation Inc | 500 E College Ave, Jacksonville, IL 62650-2524 | IL | 1991-03 | $336,075 |
| 17 | Rover Rescue Inc | 286 Berkshire Ln, Sugar Grove, IL 60554-9464 | IL | 2004-02 | $161,651 |
| 18 | Roxana Schools Education Partnership Inc | 401 Chaffer Ave, Roxana, IL 62084-1125 | IL | 1995-10 | $21,164 |
| 19 | Roy A Deffenbaugh Foundation | 955 S Durkin Dr, Springfield, IL 62704-1370 | IL | 1982-03 | $1 |
| 20 | Roy And Hazel Brown Charitable Foundation | PO BOX 3367, Bloomington, IL 61702-3367 | IL | 2001-02 | $4,001 |
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