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CAROL W & MYRON J ROTHSCHILD FUND C/O REGIONS PRIVATE WEALTH MGMT

CAROL W & MYRON J ROTHSCHILD FUND C/O REGIONS PRIVATE WEALTH MGMT

Montgomery, AL, US
501(c)3
EIN
63-6050756
Private Foundation
Regional Funder
funder logo

CAROL W & MYRON J ROTHSCHILD FUND C/O REGIONS PRIVATE WEALTH MGMT

Montgomery, AL, US
501(c)3
EIN
63-6050756
Private Foundation
Regional Funder

Balance Sheet

Fiscal Year Start:
Jan 1
Assets in 2024 (Year End)

$5,518,503

Investments
97%
Cash & Equivalents
3%
Other Assets
<1%
Receivables (Non-Related)
0%
Related-Party Receivables
0%
Inventories
0%
Prepaid Expenses
0%
Property, Plant, & Equipment (net)
0%
Liabilities in 2024 (Year End)

$181

Other Liabilities
>99%
Payables & Accruals
0%
Grants Payable
0%
Deferred Revenue
0%
Tax-Exempt Bond Liabilities
0%
Custodial & Escrow Liabilities
0%
Notes Payable / Debt (Non-Related)
0%
Related-Party Payables
0%
Tax-Exempt Bond Liabilities
N/A
Custodial & Escrow Liabilities
N/A
Assets
2023
2024
Change
Cash & Equivalents
$25,840
$167,773
+549%
Receivables (Non-Related)
-
-
-
Related-Party Receivables
-
-
-
Inventories
-
-
-
Prepaid Expenses
-
-
-
Investments
$3,641,528
$5,348,010
+47%
Property, Plant, & Equipment (net)
-
-
-
Other Assets
$2,603
$2,720
+4%
Total Assets
$3,669,971
$5,518,503
+50%
Liabilities
2023
2024
Change
Payables & Accruals
-
-
-
Grants Payable
-
-
-
Deferred Revenue
-
-
-
Tax-Exempt Bond Liabilities
N/A
N/A
N/A
Custodial & Escrow Liabilities
N/A
N/A
N/A
Notes Payable / Debt (Non-Related)
-
-
-
Related-Party Payables
-
-
-
Other Liabilities
$181
$181
+0%
Total Liabilities
$181
$181
+0%
Net assets
2023
2024
Change
Restricted Net Assets
N/A
N/A
N/A
Unrestricted Net Assets
N/A
N/A
N/A
Net assets
2023
2024
Change
Net assets
+$3,669,790
+$5,518,322
+50%
Balance Sheet
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