JACK ROTH CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JACK ROTH CHARITABLE FOUNDATION (EIN 95-4622086)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202023149349101387
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T17:19:06-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243929 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954622086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACK ROTH CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 3102038400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1234 RIMMER AVE | AddressLine1Txt |
| City | PACIFIC PALISADES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90272 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARLYNN WHITTAKER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3102038400 | PhoneNum |
| Signature | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.184.41.17 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 13:44:19 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C9394A9B681781E7D8729FDFCC5FB2516B8C27F4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,786,333 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $22,004,839 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $108,122 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $108,122 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,453 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,453 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $18,492 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,118,414 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,067 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,264 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,132 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,132 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,285 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,132 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,132 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,346,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,346,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,350,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,132 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,348,632 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,767,629 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $129,935 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,465 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,540,638 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,540,638 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,242,905 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,242,905 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $51,657 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,790 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,790 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $80,122 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,786,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,786,333 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $80,122 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,786,333 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $80,122 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,786,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,122 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,786,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $80,122 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,767,629 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,000 | OtherIncreasesAmt |
| Subtotal | $19,857,751 | SubtotalAmt |
| Other Decreases | $71,418 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,786,333 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,700,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,681,508 | CostOrOtherBasisAmt |
| Gain Or Loss | $18,492 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $18,492 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,492 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $409,340 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $134,505 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.043307 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,485 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $170,299 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.179009 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $724 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $170,376 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.004249 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $38,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $207,272 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.184540 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $802,117 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $749,854 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.069698 | DistributionYr5Rt |
| Total Distribution | 4.480803 | TotalDistributionRt |
| Average Distribution | 0.896161 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,765,873 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,270,990 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,299 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,272,289 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,348,632 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,599 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,599 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,599 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $328 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,328 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,729 | OverpaymentAmt |
| Applied To ES Tax | $1,729 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ARLYNN WHITTAKER | IndividualWithBooksNm |
| Phone | 3102038400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1234 RIMMER AVE | AddressLine1Txt |
| City | PACIFIC PALISADES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90272 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ARLYNN WHITTAKER | ||||||||
| 1234 RIMMER AVENUE | PACIFIC PALISADE | CA | 90272 | DIRECTOR/SECRETARY | 5.00 | $0 | $0 | $0 |
| TIM BALZER | ||||||||
| 1234 RIMMER AVENUE | PACIFIC PALISADE | CA | 90272 | DIRECTOR/CFO | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,789,329 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,049,121 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,838,450 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,838,450 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,577 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,765,873 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $238,294 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $238,294 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,599 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,599 | TotalTaxAmt |
| Distributable Before Adj | $235,695 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $245,695 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $245,695 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,348,632 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,348,632 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,348,632 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $245,695 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $769,300 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,886 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $21,970 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $402,615 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,221,771 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,348,632 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $245,695 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,102,937 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,324,708 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $769,300 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,555,408 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,886 | ExcessFromYear4Amt |
| Excess From Year2 | $21,970 | ExcessFromYear2Amt |
| Excess From Year1 | $402,615 | ExcessFromYear1Amt |
| Excess From Current Year | $2,102,937 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE ST SUITE 8000 | ANN ARBOR | MI | 48109 | NONE | PC | COMMUNITY SUPPORT | $1,500,000 |
| TURNING POINT USA | |||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | NONE | PC | COMMUNITY SUPPORT | $650,000 |
| CLAREMONT INSITUTE | |||||||
| 1317 W FOOTHILL BLVD SUITE 120 | UPLAND | CA | 91786 | NONE | PC | COMMUNITY SUPPORT | $75,000 |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| 14724 VENTURA BLVD SUITE 820 | SHERMAN OAKS | CA | 91403 | NONE | PC | COMMUNITY SUPPORT | $50,000 |
| PROJECT VERITAS | |||||||
| PO BOX 98217 | WASHINGTON | DC | 20077 | NONE | PC | COMMUNITY SUPPORT | $20,000 |
| GATESTONE INSTITUTE | |||||||
| 14 EAST 60TH STREET SUITE 705 | NEW YORK | NY | 10022 | NONE | PC | COMMUNITY SUPPORT | $10,000 |
| JESSE LEWIS CHOOSE LOVE MOVEMENT | |||||||
| PO BOX 605 | NEWTOWN | CT | 06470 | NONE | PC | COMMUNITY SUPPORT | $10,000 |
| CREATIVE VISION FOUNDATION | |||||||
| 18820 PACIFIC COAST HWY STE 201 | MALIBU | CA | 90265 | NONE | PC | COMMUNITY SUPPORT | $10,000 |
| GARY SINISE FOUNDATION | |||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | NONE | PC | COMMUNITY SUPPORT | $10,000 |
| ASSISTANCE LEAGUE OF LOS ANGELES | |||||||
| 826 COLE AVENUE | LOS ANGELES | CA | 90038 | NONE | PC | COMMUNITY SUPPORT | $5,000 |
| RICHSTONE FAMILY CENTER | |||||||
| 13620 CORDARY AVE | HAWTHORNE | CA | 90250 | NONE | PC | COMMUNITY SUPPORT | $4,000 |
| UNREPORTED STORY SOCIETY | |||||||
| 578 WASHINGTON BLVD 802 | MARINA DEL REY | CA | 90292 | NONE | PC | COMMUNITY SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,346,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,122 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,453 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $113,575 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,575 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK ROTH TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 483 287 S ROBERTSON BLVD | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $22,004,839 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | CASH DONATION OF $2,323,562 & STOCK DONATION OF $19,681277 | NoncashPropertyDesc |
| Fair Market Value | $22,004,839 | FairMarketValueAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SEC 53.4942(A)-3(D)(2) ELECTIONORGANIZATION HEREBY ELECTS UNDER IRC REG. SECTION 53.4942(A)-3(D)(2) TO TREAT $7,795 OF THE QUALIFYING DISTRIBUTIONS FOR 2012 AS HAVING BEEN DISTRIBUTED OUT OF CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LEHMAN BROS MED TERM NOTES | BondNm |
| EOY Book Value | $2,790 | EOYBookValueAmt |
| EOYFMV | $2,790 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $16,242,905 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $16,242,905 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $71,418 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUND | Desc |
| Amt | $10,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,264 | Amt |
| Net Investment Income | $2,132 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,132 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEES | CategoryTxt |
| Amt | $21 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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