Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
ROTHMAN CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) 53 W JACKSON BLVD
  Room/suite
City or town
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
60604
A Employer identification number

36-3553652
B Telephone number (see instructions)

3125780900
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,618,950J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 300,751
2 Check .................
3 Interest on savings and temporary cash investments 10 10  
4 Dividends and interest from securities... 18,168 18,168  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,008
b Gross sales price for all assets on line 6a 55,971
7 Capital gain net income (from Part IV, line 2)... 15,008
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,107 1,107  
12 Total. Add lines 1 through 11........ 335,044 34,293 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,700 850   850
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
7,622 3,811   3,811
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
147 32   115
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 0      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,469 4,693   4,776
25 Contributions, gifts, grants paid....... 30,608 30,608
26 Total expenses and disbursements. Add lines 24 and 25 ................ 40,077 4,693   35,384
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 294,967
b Net investment income (if negative, enter -0-) 29,600
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 59,677 8,952 8,952
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 572,724 Click to see attachment
List of Attached Documents:
// Content
622,673 		1,582,244
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 19,358 Click to see attachment
List of Attached Documents:
// Content
6,052 		27,754
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
15 Other assets (describe ) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 651,759 637,677 1,618,950
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe ) 0 0
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 651,759 637,677
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 651,759 637,677
30 Total liabilities and net assets/fund balances (see instructions). 651,759 637,677
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
651,759
2
Enter amount from Part I, line 27a .....................
2
294,967
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,115
4
Add lines 1, 2, and 3 ..........................
4
947,841
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
310,164
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
637,677
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 45 ARES MGMT CORP P 2024-12-20 2025-12-05
b 5 LINDE PLC P 2025-10-20 2025-12-05
c 0.99 SYNOPSYS INC P 2025-07-18 2025-07-18
d 16 SYNOPYS INC P 2025-07-18 2025-09-15
e 89 VANGUARD ULTRA SHORT TREASURY ETF P 2025-09-15 2025-10-20
9 ACCENTURE PLC IRELAND F CLASS P 2022-10-24 2025-10-20
190 BLUE OWL CAP INC P 2024-05-16 2025-09-09
9 BROOKFIELD ASSET MGMT FCLASS P 2022-10-24 2025-10-20
0.50 BROOKFIELD CORP P 2024-01-03 2025-10-10
9 EQUINIX INC P 2024-01-03 2025-12-05
50 ANSYS INC P 2006-12-19 2025-07-18
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 7,415 0 7,824 -409
b 2,009 0 2,261 -252
c 586 0 568 18
d 6,757 0 9,139 -2,382
e 6,728 0 6,723 5
2,173 0 2,462 -289
3,381 0 3,386 -5
492 0 261 231
22 0 13 9
6,705 0 7,231 -526
19,703 0 1,095 18,608
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 -409
b 0 0 0 -252
c 0 0 0 18
d 0 0 0 -2,382
e 0 0 0 5
0 0 0 -289
0 0 0 -5
0 0 0 231
0 0 0 9
0 0 0 -526
0 0 0 18,608
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 15,008
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3 -3,020
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 411
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 411
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 411
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,752
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment : -1752 7 1,752
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,341
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,341 Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
IL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofJOEL S ROTHMAN Telephone no. (312) 578-0900

Located at53 W JACKSON BLVD STE 1201CHICAGOIL ZIP+460604
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
No
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
 
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOEL S ROTHMAN CO-TRUSTEE
1.00 		0 0 0
741 WESTWOOD LANE
WILMETTE,IL60091
JERI J ROTHMAN CO-TRUSTEE
1.00 		0 0 0
741 WESTWOOD LANE
WILMETTE,IL60091
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,363,365
b
Average of monthly cash balances.......................
1b
29,399
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,392,764
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
1,392,764
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
20,891
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,371,873
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
68,594
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
68,594
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
411
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
411
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
68,183
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
68,183
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
68,183
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
35,384
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
35,384
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 68,183
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:2023, 2022, 2021 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 3,543
b From 2021...... 0
c From 2022...... 225,102
d From 2023...... 0
e From 2024......  
f Total of lines 3a through e ........ 228,645
4Qualifying distributions for 2025 from Part
XI, line 4: $ 35,384
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 35,384
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 32,799 32,799
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 195,846
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		195,846
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 195,846
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

54 BELOW FOUNDATION

254 W 54TH ST
NEWYORK,NY10019 		    SOCIAL SERVICE 2,600

ACLU FOUNDATION

125 BROAD STREET 18TH FL
NEW YORK,NY10004 		    SOCIAL SERVICES 1,000

ADL - ANTI DEFAMATION LEAGUE

605 THIRD AVE
NEW YORK,NY101583560 		    SOCIAL SERVICES 500

AMERICAN MUSIC THEATRE ARCHIVES

C/O R SCHNEIDER 617 W 135TH ST 82
NEW YORK,NY10031 		    ARTS 1,250

ART INSTITUTE

111 SOUTH MICHIGAN AVE
CHICAGO,IL60603 		    ARTS 410

BETH HILLEL BNAI EMUNAH

3220 BIG TREE LANE
WILMETTE,IL60091 		    RELIGIOUS 4,850

BROADWAY CARES

165 W 46TH ST STE1300
NEW YORK,NY10036 		    ARTS 500

CAMP TAVOR

PO BOX 201068
CLEVELAND,OH44120 		    SOCIAL SERVICES 180

CHICAGO JEWISH HISTORICAL SOCIETY

610 S MICHIGAN AVE
CHICAGO,IL60605 		    EDUCATION 108

CHICAGO HISTORY MUSEUM

1601 N CLARK ST
CHICAGO,IL60614 		    EDUCATION 120

CHICAGO SUN TIMES

848 E GRAND AVE
CHICAGO,IL60611 		    LITERARY 60

CLEVELAND AQUARIUM

2000 SYCAMORE ST
CLEVELAND,OH44113 		    EDUCAION 80

CLEVELAND BOTANICAL AND HOLDEN FORESTAND GARDENS

11030 EAST BLVD
CLEVELAND,OH44106 		    EDUCATION 115

CONGRESSIONAL COALITION ON ADOPTION INSTITUTE

718 7TH ST NW
WASHINGTON,DC20001 		    SOCIAL SERVICES 100

THE CRADLE

2049 RIDGE AVENUE
EVANSTON,IL60201 		    SOCIAL SERVICES 200

DANCERS OVER 40

PO BOX 2103
NEW YORK,NY10101 		    ARTS 35

DOCTORS WITHOUT BORDERS

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		    MEDICAL AID 500

FRACTURED ATLAS VOICES FESTIVAL

PO BOX 55
HARTSDALE,NY10530 		    ARTS 500

FRICK MUSEUM

945 MADISON ST AT 75TH ST
NEW YORK,NY10021 		    EDCATION 130

FRIENDS OF THE IDF

29 E MADISON ST 1010
CHICAGO,IL60602 		    SOCIAL SERVICES 100

GREATER CHICAGO FOOD DEPOSITORY

4100 WEST ANN LURIE PLACE
CHICAGO,IL60632 		    SOCIAL SERVICES 500

GRIN 2B FOUNDATION

PO BOX 481223
NILES,IL60714 		    SOCIAL SERVICES 500

HADASSAH

40 WALL STREET
NEW YORK,NY10005 		    SOCIAL SERVICES 100

H FOUNDATION

60 SOUTH LA GRANGE
LA GRANGE,IL60525 		    SOCIAL SERVICES 2,000

INTERNATIONL JACK BENNY FAN CLUB

PO BOX 11288
PIEDMONT,CA94611 		    SOCIAL SERVICES 50

JEWISH CHILD & FAMILY SERVICES

3145 W PRATT BLVD
CHICAGO,IL60645 		    SOCIAL SERVICES 1,000

JEWISH MUSEUM

1109 5TH AVE AT 92ND ST
NEW YORK,NY10128 		    EDUCATION 115

MABEL MERCER FOUNDATION

630 NINTH AV STE 402
NEW YORK,NY10036 		    SOCIAL SERVICES 700

METROPOLITAN MUSEUM OF ART

1000 5TH AVE
NEW YORK,NY10028 		    EDUCATION 99

MUSEUM OF SCIENCE AND INDUSTRY

5700 S LAKE SHORE DRIVE
CHICAGO,IL60637 		    EDUCATION 270

NAPLES BOTANICAL GARDEN

4820 BAYSHORE DR
NAPLES,FL34112 		    EDUCATION 116

NATIONAL TRUST FOR HISTORIC PRESERVATION

2600 VIRGINIA AVE NW STE 1100
WASHINGTON,DC20037 		    EDUCATION 50

NATURE CONSERVANCY

4245 N FAIRFAX DRIVE STE 100
ARLINGTON,VA22203 		    ENVIRONMENTAL 100

NORTHWESTERN UNIVERSITY

1201 DAVIS STREET
EVANSTON,IL60208 		    EDUCATION 200

NRDC

40 WEST 20TH STREET
NEW YORK,NY10011 		    SOCIAL SERVICES 100

PORCHLIGHT MUSIC THEATRE

1016 N DEARBORN ST
CHICAGO,IL60639 		    ARTS 7,500

REFUGEE ONE

6008 N CALIFORNIA
CHICAGO,IL60659 		    SOCIAL SERVICES 500

SARAH SIDDONS SOCIETY

205 N MICHIGAN AVE STE 810
CHICAGO,IL60601 		    LITERARY 1,150

TUBEROUS SCLEROSIS ALLIANCE

801 ROEDER ROAD STE 750
SILVER SPRINGS,MD20910 		    MEDICAL 100

WBEZ

848 E GRAND AVE
CHICAGO,IL60611 		    LITERARY 1,200

WDCB PUBLIC RADIO

425 FAWELL BLVD
GLEN ELLYN,IL60137 		    LITERARY 270

WTTW

5400 N ST LOUIS
CHICAGO,IL60625 		    LITERARY 500

YORK THEATRE

619 LEXINGTON AVE
NEW YORK,NY10022 		    ARTS 150
Total ................................. 3a 30,608
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 10  
4 Dividends and interest from securities ....     14 18,168  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 15,008  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCAPITAL GAIN DISTRIBUTIONS 		    14 1,107  
bNON-DIVIDEND DISTRIBUTIONS     14 1,115  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   35,408  
13Total. Add line 12, columns (b), (d), and (e)..................
13
35,408
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
8 FUNDS AVAILABLE TO DONATE TO QUALIFIED CHARITABLE ORGANIZATIONS.
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  
Part V Line 7 - Original Return Overpayment: -1,752


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
ROTHMAN CHARITABLE TRUST
EIN:
36-3553652
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING CONCEPTS TAX RETURN PREPARATION 1,700      

TY 2025 InvestmentsCorpStockSchedule
Name:
ROTHMAN CHARITABLE TRUST
EIN:
36-3553652
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES - 142 SHARES 14,641 17,791
ABBVIE INC - 35 SHARES 5,354 7,997
APPLE INC - 91 SHARES 14,969 24,739
ARES MANAGEMENT CORP - 67 SHARES 5,562 10,829
ASTRAZENECA PLC - 138 SHARES 7,647 12,686
BLACKSTONE INC - 179 SHARES 17,998 27,591
BROADCOM INC - 60 SHARES 6,401 20,766
BROADRIDGE FINL SOLU - 49 SHARES 8,179 10,935
BROOKFIELD CORP - 196 SHARES 4,712 8,994
CARDINAL HEALTH INC - 50 SHARES 5,163 10,275
CME GROUP INC - 72 SHARES 13,361 19,662
COSTCO WHSL CORP - 62 SHARES 20,487 53,465
DELL TECHNOLOGIES INC - 101 SHARES 7,794 12,714
DICKS SPORTING GOODS - 47 SHARES 6,116 9,305
ELI LILLY AND CO - 31 SHARES 14,496 33,315
ELI LILLY AND CO - 31 SHARES 14,476 33,315
FTAI AVIATION LTD - 182 SHARES 8,229 35,827
GOLDMAN SACHS GRP - 10 SHARES 3,540 8,790
IBM CORP - 59 SHARES 7,828 17,476
ILLINOIS TOOL WKS INC - 425 SHARES 15,241 104,678
INTUIT - 20 SHARES 12,959 13,248
JOHNSON & JOHNSON - 350 SHARES 19,304 72,433
JPMORGAN CHASE & CO - 57 SHARES 8,277 18,367
MCDONALDS CORP - 225 SHARES 14,289 68,767
META PLATFORMS INC - 36 SHARES 21,198 23,763
MICROSOFT CORP - 73 SHARES 23,387 35,304
NEXTERA ENERGY INC - 159 SHARES 11,091 12,765
NVIDIA CORP - 40 SHARES 7,306 7,460
ONEOK INC - 193 SHARES 12,115 14,186
PARKER-HANNIFIN CORP = 19 SHARES 16,700 8,595
RTX CORP - 30 SHARES 5,085 5,502
SALESFORCE INC - 40 SHARES 10,174 10,596
SCHWAB 100 INDEX - 21,987.3820 85,991 319,916
STRYKER CORP = 47 SHARES 17,456 16,519
TEXAS INSTRUMENTS - 27 SHARES 4,485 4,684
TJX COS INC NEW - 65 SHARES 6,225 9,985
VANGUARD TOTAL STOCK MKT - 2,742,7130 138,181 453,017
VERAL TO CORP - 60 SHARES 6,256 5,987

TY 2025 InvestmentsOtherSchedule2
Name:
ROTHMAN CHARITABLE TRUST
EIN:
36-3553652
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EQUINIX INC - 5 SHARES   2,666 3,831
EQUITY LIFESTYLE PPTYSI - 225 SHARES   2,371 13,637
IRON MTN INC NEW - 124 SHARES   1,015 10,286

TY 2025 OtherDecreasesSchedule
Name:
ROTHMAN CHARITABLE TRUST
EIN:
36-3553652
Description Amount
NET ASSET ADJUSTMENT 310,164


TY 2025 OtherIncomeSchedule2
Name:
ROTHMAN CHARITABLE TRUST
EIN:
36-3553652
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CAPITAL GAINS DISTRIBUTION 1,107 1,107  


TY 2025 OtherIncreasesSchedule
Name:
ROTHMAN CHARITABLE TRUST
EIN:
36-3553652
Description Amount
NON DIVIDEND DISTRIBUTION 1,115


TY 2025 OtherProfessionalFeesSchedule
Name:
ROTHMAN CHARITABLE TRUST
EIN:
36-3553652
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CIBC FOUNDATION INVESTMENT ADVISOR 7,618      
ADR AMERICAN DEPOSITARY FEES 4      


TY 2025 TaxesSchedule
Name:
ROTHMAN CHARITABLE TRUST
EIN:
36-3553652
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ILLINOIS CHARITY BUREAU FUND 115     115
FOREIGN TAX 32 32