2024-10-16T12:43:16-05:00 2023-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2023-01-01 136059064 Robert & Maurine Rothschild Fund Inc ROBE 2125820915 963 Pendelton Point Road Islesboro ME 04848 Peter Rothschild Director 2125820915 2024-11-15 1 0 Nicholas E Porto P01310283 2078792100 2024-10-16 2023 2024-10-15 13:58:12Z X 5915664 X X 39309 39309 327474 683322 327474 19377 15814 386160 382597 0 0 0 5500 2750 2750 24942 24942 0 3424 2801 0 293 43 250 34159 30536 3000 248805 248805 282964 30536 251805 103196 352061 276859 173468 173468 2133731 2683411 2683411 2849383 2836913 2836913 4929 4929 88 221872 221872 5260061 5915664 5915664 0 0 X 0 0 0 0 5260061 5915664 5260061 5915664 5260061 5915664 5260061 103196 557907 5921164 5500 5915664 Publicly Traded Securities P 392147 352894 39253 39253 Publicly Traded Securities D 2792 2954 -162 -162 Flow-through from Partnership Interests P 288383 288383 288383 327474 4894 0 4894 0 4894 11576 0 0 0 11576 0 6682 6682 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NY 1 0 0 0 1 1 N/A Robert & Maurine Rothschild Fund 2125820915 963 Pendelton Point Road Islesboro ME 04848 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Peter Rothschild 59 East 54th Street No 81 New York NY 10022 Director 1.00 0 0 0 Katherine Jackson 59 East 54th Street No 81 New York NY 10022 Director 1.00 0 0 0 Ann M Rothschild 59 East 54th Street No 81 New York NY 10022 Director (part year) 1.00 0 0 0 NONE 0 NONE 0 0 2925999 190009 2347822 5463830 0 0 5463830 81957 5381873 269094 269094 4894 4894 264200 0 264200 0 264200 251805 0 251805 264200 96958 0 0 251805 96958 0 0 154847 0 0 0 0 0 0 0 0 109353 0 0 0 X Alliance for Gun Responsibility Foundation PO Box 4187 Seattle WA 98194 N/A PC General Operating Support 500 Casa Latina 317 17th Avenue S Seattle WA 98144 N/A PC General Operating Support 500 Civil Rights Corp 910 17th Street NW 2nd Floor Washington DC 20006 N/A PC General Operating Support 10000 Closegap 2219 Main Street 442 Santa Monica CA 90405 N/A PC General Operating Support 10000 Common Justice 540 Atlantic Avenue Suite 4 Brooklyn NY 11217 N/A PC General Operating Support 40000 Die Jim Crow Incorporated (Freer Records) 174 Eldridge Street Apartment 1C New York NY 10002 N/A PC General Operating Support 7500 Farnsworth Art Museum 16 Museum Street Rockland ME 04841 N/A PC General Operating Support 5000 First Step Alliance 1512 Palisade Avenue 15H Fort Lee NJ 07024 N/A PC General Operating Support 5000 Friends of the Alice L Pendleton Library PO Box 87 Islesboro ME 04848 N/A PC General Operating Support 100 Global Justice Center 11 Hanover Street 6th Floor New York NY 10005 N/A PC General Operating Support 5000 Impact Justice 2930 Lakeshore Avenue Suite 300 Oakland CA 94610 N/A PC General Operating Support 10000 Island Institute PO Box 648 Rockland ME 04841 N/A PC General Operating Support 5000 Islesboro Ambulance Association PO Box 277 Islesboro ME 04848 N/A PC General Operating Support 105 Islesboro Community Center PO Box 265 Islesboro ME 04848 N/A PC General Support, $5,000 for the Center, $1,000 for the Islesboro Forum 6000 Islesboro Community Fund PO Box 166 Islesboro ME 04848 N/A PC General Operating Support 500 Islesboro Historical Society PO Box 301 Islesboro ME 04848 N/A PC General Operating Support 100 Islesboro Island Land Trust PO Box 182 Islesboro ME 04848 N/A PC General Operating Support 1000 Jail Project of Texas 13121 Louetta Road 1330 Cypress TX 77429 N/A PC General Operating Support 10500 JustLeadershipUSA Inc 2266 5th Avenue 1730 New York NY 10037 N/A PC General Operating Support 20000 Maine Coast Heritage Trust 1 Bowdoin Mill Island 201 Topsham ME 04086 N/A PC General Operating Support 1000 Measures for Justice Institute 421 University Avenue Rochester NY 14607 N/A PC General Operating Support 10000 Medical Justice Alliance 30 W 90th Street Apartment 7D New York NY 10024 N/A PC General Operating Support 10000 Muso 3254 19th Street 2nd Floor San Francisco CA 94110 N/A PC General Operating Support 10000 National Philanthropic Trust 165 Township Line Road Suite 1200 Jenkintown PA 19046 N/A PC Just Impact Fund donor-advised fund 5000 National Religious Campaign Against Torture 110 Maryland Avenue NE Suite 502 Washington DC 20002 N/A PC General Operating Support 5000 New Politics Leadership Academy Inc 9 East Street 2 Boston MA 02111 N/A PC General Operating Support 15000 OpenSecrets (fka Center for Responsive Politics) 1300 L Street NW Suite 200 Washington DC 20005 N/A PC General Operating Support 5000 ProPublica 155 Avenue of the Americas 13th Floor New York NY 10013 N/A PC General Operating Support 15000 Scrutinize (Urban Justice Center) 40 Rector Street 9th Floor New York NY 10006 N/A PC General Operating Support 10000 The Pierpont Morgan Library (dba The Morgan Library & Museum) 225 Madison Avenue New York NY 10016 N/A PC General Operating Support 11000 Weld Seattle PO Box 77570 Seattle WA 98177 N/A PC General Operating Support 5000 Zealous (The Tides Center) PO Box 889385 Los Angeles CA 90088 N/A PC General Operating Support 10000 248805 0 14 39309 18 327474 Net Income/(Loss) from Partnership Interests 523000 3563 14 15814 3563 382597 0 386160 0 0 0 0 0 0 0 0 0 0 Tax Return Prep 5500 2750 2750 797 shs Berkshire Hathaway 284258 284258 1464 shs Alphabet Inc 206322 206322 368 shs Mastercard Inc 156956 156956 1282 shs Nestle SA 148238 148238 1397 shs Heineken Holding 118209 118209 843 shs Compagnie Financiere 115936 115936 213 shs Netflix Inc 103705 103705 1005 shs Philip Morris 94550 94550 504 shs Pernod Ricard 88940 88940 159 shs Martin Marietta 79327 79327 426 shs J.P. Morgan 72463 72463 953 shs Ashtead Group 66357 66357 619 shs Uber Technologies 38112 38112 695 shs Comcast Corp 30476 30476 500 shs Brown-Forman Corp 28550 28550 520 shs GOOG 73284 73284 357 shs ATKR 57120 57120 781 shs CPRI 39237 39237 432 shs CHKP 66005 66005 282 shs CROX 35683 35683 749 shs DOW 41075 41075 237 shs WIRE 50623 50623 2429 shs F 29610 29610 848 shs FTNT 49633 49633 1045 shs FCX 44486 44486 353 shs IBM 57733 57733 1298 shs INTC 65225 65225 592 shs MU 50521 50521 800 shs MNST 46088 46088 354 shs PANW 104388 104388 4155 shs SOFI 41342 41342 604 shs SBUX 57990 57990 135 shs TSLA 33545 33545 75 shs GWW 62152 62152 372 shs ZBH 45272 45272 Casdin Private Growth Equity Fund, LP FMV 243238 243238 The Disciplined Investor Fund LP FMV 1667962 1667962 Legacy Venture IV, LLC FMV 163163 163163 Legacy Venture XI, LLC FMV 33828 33828 Thirteen Partners Private Equity 4, LP FMV 239631 239631 Lionspoint Capital FMV 489091 489091 Accrued income 88 89 89 Partnership distributions in transit 0 221783 221783 Grants written in prior year that cleared in current year 5500 Bank Fees 43 43 0 State Filing Fees 250 0 250 Net Income/(Loss) from Partnership Interests 19377 15814 19377 Unrealized gain/(loss) on investments 454802 Grants written in current year that cleared in future year 103105 Investment Advisory 24942 24942 0 Federal Excise Tax 623 0 0 Foreign Investment Taxes 2801 2801 0