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· Private foundation

Carol W & Myron J Rothschild Fund

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$804k
Granted FY2025still arriving
20
Grants FY2025still arriving
2
States reached
$500k
Largest
01What it funds
0186% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Human Services$1.1MFood & Nutrition$1.0MPublic Safety & Disaster$245kCrime & Legal$145kHealth$122kAnimals$58kYouth Development$40kEducation$35kOther$0
02FY2025 · 20 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k11 grants · $49k
  • $10k–50k5 grants · $80k
  • $50k–250k3 grants · $175k
  • $250k+1 grant · $500k
$7,000
Median grant
2
States reached
$5.1M
Total assets
Largest grants
RecipientAmount
HEART OF ALABAMA FOOD BANK$500,000
MONTGOMERY AREA FAMILY VIOLENCE PRO$75,000
MONTGOMERY HUMANE SHELTER$50,000
AMERICAN RED CROSS OF CENTRAL ALABA$50,000
MEALS ON WHEELS$25,000
MERCY HOUSE$25,000
BOYS GIRLS CLUB OF MONTGOMERY$10,000
BRANTWOOD CHILDREN'S HOME$10,000
HOSPICE OF MONTGOMERY$10,000
CHILDREN'S CENTER OF MONTGOMERY$7,000
CAMP ASCCA$7,000
THE EYE BANK FOR SIGHT RESTORATION$6,000
GIRL SCOUT CAMPERSHIP FUND$5,000
JOY TO LIFE FOUNDATION$5,000
FAMILY GUIDANCE CENTER$5,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–25, $349k) land where the poverty rate runs at 18%, against an area that typically sits at 13%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 13%MONTGOMERY AREA COUNCIL ON AGING: $130k → 18%MONTGOMERY AREA COUNCIL O: $6k → 18%FAMILY GUIDANCE CENTER: $5k → 18%FAMILY GUIDANCE CENTER: $5k → 18%FAMILY GUIDANCE CENTER: $5k → 18%FAMILY GUIDANCE CENTER: $5k → 18%FAMILY GUIDANCE CENTER: $5k → 18%FAMILY GUIDANCE CENTER: $5k → 18%FAMILY GUIDANCE CENTER: $5k → 18%BRANTWOOD CHILDREN'S HOME: $10k → 18%BRANTWOOD CHILDREN'S HOME: $3k → 18%BRANTWOOD CHILDREN'S HOME: $3k → 18%BRANTWOOD CHILDREN'S HOME: $3k → 18%BRANTWOOD CHILDREN'S HOME: $3k → 18%BRANTWOOD CHILDREN'S HOME: $3k → 18%BRANTWOOD CHILDREN'S HOME: $3k → 18%MERCY HOUSE: $50k → 18%MERCY HOUSE: $25k → 18%MERCY HOUSE: $25k → 18%MERCY HOUSE: $25k → 18%MERCY HOUSE: $25k → 18%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

97%of every dollar goes to organizations it has funded before.
$2.8M · 37 repeat orgs$91k to everyone else

37 repeat relationships: 12 still active in FY2025, 25 since wound down; 8 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

37
2

Total granted

$2.8M
$6k

Still filing today

30%
0%

New vs renewed · share of each year

In FY2025, 89% of grant dollars renewed an existing relationship; $85k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
Human ServicesHealthEducationFood & NutritionAnimalsEmploymentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • HO
    HEART OF ALABAMA FOOD BANK INC
    9× · 2017–2025 · $925k · revenue +40%
  • MH
    MERCY HOUSE INC
    5× · 2020–2025 · $150k · revenue +473%
  • MA
    MONTGOMERY AREA COUNCIL ON AGING
    2× · 2017–2023 · $136k · revenue +43%

Funded once

  • MS
    MACOA - SENIOR SUPPLEMENT PROG
    one grant, 2018 · $3k
  • MM
    MACOA - MEALS ON WHEELS
    one grant, 2018 · $3k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Community Food Bank of Central Alabama

To feed people in need today and foster collaborative solutions to end hunger tomorrow.

Food & Nutrition
2
Mothers Milk Bank of Alabama

Oversee and facilitate the collection, pasteurization, and distribution of human milk. Provide training and education for healthcare providers and community members about the health importance of human milk for neonates and infants.

Human Services
3
Meals On Wheels of Central Alabama Inc

Meals on wheels vision is to help create a central alabama where all seniors live nourished lives with independence and dignity.

Food & Nutrition
4
Montgomery Cancer Wellness Foundation

To provide supportive services, educational services, and assistance to cancer patients throughout central alabama, including those patients who lack the resources

Health
5
Caring for Citizens of Alabama

Social services

Human Services
6
Legal Aid Society of Birmingham

The Organization is a nonprofit community defender providing legal assistance through court appointment to children and other indigent persons.

Crime & Legal
7
The Arc of Central Alabama Inc

Serving people with intellectual and/or other developmental disabilities and their families.

—
8
Meals On Wheels Montgomery County

To foster the independence and dignity of homebound seniors in montgomery county by providing them with nutritious meals, transportation, and caring connections.

—
9
Chattahoochee Hospice Inc

The organization pledges to provide quality programs, service, and technology to meet the unique physical, emotional, and spiritual needs of the terminally ill and their families, and to educate the community about end of life issues.

Human Services
10
Montgomery Area Family Violence Program Inc

Mission statement: it is the mission of the family sunshine center to bring help, hope and healing to victims of family violence, sexual assault, and human trafficking through a crisis line, emergency shelter, transitional housing,…

Human Services
11
Greater Birmingham Ministries

To serve people, build community, pursue justice.

—
12
Hospice of West Alabama Inc

To provide in-patient and out-patient end of life care for individuals with terminal illnesses

Human Services
How this is measured
The grantee most central to the portfolio’s shape is Heart of Alabama Food Bank Inc; the most unlike its peers is The Eye-Bank for Sight Restoration Inc Dba the Eye-Bank of New York. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

14 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 14 of the 48 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
14/14
Grantees still filing
10/14
Grew since first funded

Where the money sits, by cause and then by grantee

FAMILY SUNSHINE CENTER: $709,803 · OtherFAMILY SUNSHINE CENTERMONTGOMERY AREA FAMILY VIOLENCE PRO: $145,000 · OtherMONTGOMERY AREA FAMILY VIOLENCE PROMEALS ON WHEELS: $100,000 · OtherMEALS ON WHEELSAMERICAN RED CROSS OF CENTRAL ALABA: $100,000 · OtherAMERICAN RED CROSS OF CENTRAL ALABAAMERICAN RED CROSS OF CENTRAL AL: $90,000 · OtherAMERICAN RED CROSS OF CENTRAL ALAMERICAN RED CROSS: $55,000 · Other+31 more: $311,000 · Other+31 moreHEART OF ALABAMA FOOD BANK INC: $925,000 · Food & NutritionHEART OF ALABAMA FOOD BANK INCMERCY HOUSE INC: $150,000 · Human ServicesMERCY HOUSE I…MONTGOMERY AREA COUNCIL ON AGING: $136,000 · Human ServicesMONTGOMERY AR…FAMILY GUIDANCE CENTER OF ALABAMA INC: $35,000 · Human ServicesFAMILY GUIDAN…CHILDREN'S PROTECTIVE ASSOCIATION INC: $28,000 · Human ServicesCHILDREN'S PR…JOY TO LIFE FOUNDATION: $35,000 · HealthMONTGOMERY AREA NON-TRADITIONAL EQUESTRI: $12,000 · HealthVALIANT CROSS ACADEMY: $35,000 · EducationCHILDREN'S CENTER OF MONTGOMERY INC: $7,000 · EducationMONTGOMERY HUMANE SOCIETY: $7,500 · AnimalsGOODWILL INDUSTRIES OF CENTRAL ALABAMA: $3,000 · Employment
Other$1,510,803Food & Nutrition$925,000Human Services$349,000Health$47,000Education$42,000Animals$7,500Employment$3,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetHEART OF ALABAMA FOOD BANK INC: $925,000 over 9y, 0.9% of budgetMERCY HOUSE INC: $150,000 over 5y, 8.0% of budgetMONTGOMERY AREA COUNCIL ON AGING: $136,000 over 2y, 8.4% of budgetHOSPICE OF MONTGOMERY INC: $40,000 over 7y, 0.7% of budgetJOY TO LIFE FOUNDATION: $35,000 over 7y, 0.6% of budgetFAMILY GUIDANCE CENTER OF ALABAMA INC: $35,000 over 7y, 0.1% of budgetCHILDREN'S PROTECTIVE ASSOCIATION INC: $28,000 over 7y, 0.8% of budgetTHE JEWISH FEDERATION OF CENTRAL ALABAMA INC: $13,000 over 4y, 3.4% of budgetMONTGOMERY AREA NON-TRADITIONAL EQUESTRI: $12,000 over 7y, 1.9% of budgetMONTGOMERY HUMANE SOCIETY: $7,500 over 6y, 0.1% of budgetCHILDREN'S CENTER OF MONTGOMERY INC: $7,000 over 1y, 1.4% of budgetGOODWILL INDUSTRIES OF CENTRAL ALABAMA: $3,000 over 6y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds HEART OF ALABAMA FOOD BANK INC ↗
  • Who funds MERCY HOUSE INC ↗
  • Who funds MONTGOMERY AREA COUNCIL ON AGING ↗
  • Who funds HOSPICE OF MONTGOMERY INC ↗
  • Who funds JOY TO LIFE FOUNDATION ↗
  • Who funds FAMILY GUIDANCE CENTER OF ALABAMA INC ↗
  • Who funds VALIANT CROSS ACADEMY ↗
  • Who funds CHILDREN'S PROTECTIVE ASSOCIATION INC ↗
  • Who funds THE JEWISH FEDERATION OF CENTRAL ALABAMA INC ↗
  • Who funds MONTGOMERY AREA NON-TRADITIONAL EQUESTRI ↗
  • Who funds MONTGOMERY HUMANE SOCIETY ↗
  • Who funds CHILDREN'S CENTER OF MONTGOMERY INC ↗
  • Who funds The Eye-Bank for Sight Restoration Inc DBA The Eye-Bank of New York ↗
  • Who funds GOODWILL INDUSTRIES OF CENTRAL ALABAMA ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The J K Lowder Family FoundationAL22.1× affinity8 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The J K Lowder Family Foundation · B Stephen Schloss Foundation · Arthur M Britton Foundation Inc · John and Joyce Caddell Foundation · The S Adam Schloss Foundation Inc · Alfa Foundation · Alabama Power Foundation Inc · Working Woman's Home Association Inc · Samuel L Schloss Family Foundation Tr Schlossburke K Trustee · The Landa Fund · Gordy-Mead-Britton Foundation · Loeb Family Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Carol W & Myron J Rothschild Fund funds: left to right is the share of its income from government, bottom to top the share from Carol W & Myron J Rothschild Fund. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%3%6%10%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 48 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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