Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 52-2372404

ROBERT AND SARA ROTHSCHILD FAM FOUNDATION TR

Also known as ROTHSCHILD ROBERT B III TTEE

Tax-exempt · HOLDERNESS, NH 03245

Financials

$291K$430K2023$1.5M$192K2024$1.3M$847K2025
Revenue Expenses · by fiscal year end
Financials of ROBERT AND SARA ROTHSCHILD FAM FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,280,612$847,228$433,384$3,769,062$0$3,769,062
December 31, 2024990-PF$1,508,156$191,526$1,316,630$3,335,678$0$3,335,678
December 31, 2023990-PF$291,284$429,573-$138,289$2,019,048$0$2,019,048
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$239,703
Dividends
$104,223
Interest
$55,076
Net gain from sales of assets
$881,610

Expenses

Grants and similar amounts paid
$778,036
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$778,036
Excise tax on investment income
$13,992

Balance sheet and other

Total assets, start of year
$3,335,678
Total assets, end of year
$3,769,062
Total liabilities, end of year
$0
Net assets, end of year
$3,769,062
Fair market value of assets
$8,949,853
Qualifying distributions
$778,036
Net investment income
$1,040,909

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ROBERT B ROTHSCHILD
P O BOX 687, HOLDERNESS, NH 03245
PRESIDENT20$0
SARA L ROTHSCHILD
P O BOX 687, HOLDERNESS, NH 03245
TRUSTEE20$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
ROBERT B ROTHSCHILD
P O BOX 687, HOLDERNESS, NH 03245
PRESIDENT20$0
SARA L ROTHSCHILD
P O BOX 687, HOLDERNESS, NH 03245
TRUSTEE20$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
ROBERT B ROTHSCHILD
P O BOX 215, HOLDERNESS, NH 03245
PRESIDENT20$0
SARA L ROTHSCHILD
P O BOX 215, HOLDERNESS, NH 03245
TRUSTEE20$0

Address and contacts

Address (IRS master file)
PO BOX 687, HOLDERNESS, NH 03245-0687
In care of
% ROBERT B ROTHSCHILD III
Signed the 990-PF
ROBERT R ROTHSCHILD, TRUSTEE
Phone
(603) 968-7949
Return prepared by
BRADY WARE & SCHOENFELD INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
52-2372404
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,769,062
Income (IRS master file)
$2,417,333

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,280,612$847,228$3,769,062IRS
990-PFDecember 2024$1,508,156$191,526$3,335,678IRS
990-PFDecember 2023$291,284$429,573$2,019,048XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-2372404).

Questions about ROBERT AND SARA ROTHSCHILD FAM FOUNDATION TR

What is the EIN of ROBERT AND SARA ROTHSCHILD FAM FOUNDATION TR?
The employer identification number (EIN) of ROBERT AND SARA ROTHSCHILD FAM FOUNDATION TR is 52-2372404.
Is ROBERT AND SARA ROTHSCHILD FAM FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to ROBERT AND SARA ROTHSCHILD FAM FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT AND SARA ROTHSCHILD FAM FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT AND SARA ROTHSCHILD FAM FOUNDATION TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT AND SARA ROTHSCHILD FAM FOUNDATION TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of ROBERT AND SARA ROTHSCHILD FAM FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does ROBERT AND SARA ROTHSCHILD FAM FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,280,612, expenses of $847,228 and total assets of $3,769,062 at year end.

Other nonprofits in HOLDERNESS

All nonprofits in HOLDERNESS · New Hampshire · Philanthropy, voluntarism and grantmaking foundations