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Nonprofit · EIN 83-4574297

JEFF AND MARIEKE ROTHSCHILD FOUNDATION

Tax-exempt · PALO ALTO, CA 94301

Financials

$11.3M$35.8M2023$62M$71.8M2024
Revenue Expenses · by fiscal year end
Financials of JEFF AND MARIEKE ROTHSCHILD FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$62,027,376$71,781,063-$9,753,687$428,171,594$64,664,373$363,507,221
December 31, 2023990-PF$11,273,823$35,815,482-$24,541,659$381,220,091$24,516,901$356,703,190
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$37,803,275
Dividends
$5,657,857
Net gain from sales of assets
$1,850,761
Other income
$16,715,483

Expenses

Grants and similar amounts paid
$68,333,944
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$29,280,345
Excise tax on investment income
$582,504

Balance sheet and other

Total assets, start of year
$381,220,091
Total assets, end of year
$428,171,594
Total liabilities, end of year
$64,664,373
Net assets, end of year
$363,507,221
Fair market value of assets
$428,171,594
Qualifying distributions
$29,280,345
Net investment income
$46,023,037

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
JEFF ROTHSCHILD
314 LYTTON AVE, PALO ALTO, CA 94301
CO-PRESIDENT/DIRECTOR1$0
MARIEKE ROTHSCHILD
314 LYTTON AVE, PALO ALTO, CA 94301
CO-PRESIDENT/DIRECTOR1$0
RAKESH MEHTA
314 LYTTON AVE, PALO ALTO, CA 94301
TREASURER/SECRETARY1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JEFF ROTHSCHILD
314 LYTTON AVE, PALO ALTO, CA 94301
CO-PRESIDENT/DIRECTOR1$0
MARIEKE ROTHSCHILD
314 LYTTON AVE, PALO ALTO, CA 94301
CO-PRESIDENT/DIRECTOR1$0
RAKESH MEHTA
314 LYTTON AVE, PALO ALTO, CA 94301
TREASURER/SECRETARY1$0

Address and contacts

Address (IRS master file)
314 LYTTON AVE, PALO ALTO, CA 94301-1430
In care of
% RAKESH MEHTA
Signed the 990-PF
RAKESH MEHTA, TREASURER/SECRETARY
Phone
(650) 804-7100
Return prepared by
BAKER TILLY ADVISORY GROUP LP

California records

California keeps its own records of charities and corporations. Search them by EIN 83-4574297 or by the name JEFF AND MARIEKE ROTHSCHILD FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
83-4574297
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
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$428,171,594
Income (IRS master file)
$147,110,438

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$62,027,376$71,781,063$428,171,594XML
990-TDecember 2024–––IRS
990-PFDecember 2023$11,273,823$35,815,482$381,220,091XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––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 83-4574297).

Questions about JEFF AND MARIEKE ROTHSCHILD FOUNDATION

What is the EIN of JEFF AND MARIEKE ROTHSCHILD FOUNDATION?
The employer identification number (EIN) of JEFF AND MARIEKE ROTHSCHILD FOUNDATION is 83-4574297.
Is JEFF AND MARIEKE ROTHSCHILD FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to JEFF AND MARIEKE ROTHSCHILD FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JEFF AND MARIEKE ROTHSCHILD FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JEFF AND MARIEKE ROTHSCHILD FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JEFF AND MARIEKE ROTHSCHILD FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JEFF AND MARIEKE ROTHSCHILD FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does JEFF AND MARIEKE ROTHSCHILD FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $62,027,376, expenses of $71,781,063 and total assets of $428,171,594 at year end.

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