ROTH FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROTH FAMILY FOUNDATION INC (EIN 65-0917154)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-14
- IRS object ID
- 201931659349100213
- Schema version
- 2018v3.1
- 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
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-14T14:12:31-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BOULEVARD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650917154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTH FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O NANCY ROTH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTH | BusinessNameControlTxt |
| Phone | 7316552010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 FOXWOOD ROAD | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURENCE T ROTH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7316552010 | PhoneNum |
| Signature | 2019-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN S LENTINE | PreparerPersonNm |
| PTIN | P01480594 | PTIN |
| Phone | 6175305628 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.46.135 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-13 | IPDt |
| IP Tm | 13:04:07 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 61311E6A366D8C543F700A29F215BA6AF12DFD7C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $338,915 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $233 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $233 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,644 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,644 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,791 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $849,872 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,791 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $104,668 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,668 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,953 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,953 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,453 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,953 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $642,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $642,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $646,953 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,953 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $642,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$542,285 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,715 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,423 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,725 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,725 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $430,550 | CorporateStockBOYAmt |
| Corporate Stock EOY | $198,344 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $189,672 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $200,788 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $70,668 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $68,894 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $216,168 | OtherAssetsBOYAmt |
| Other Assets EOY | $78,350 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $72,624 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $896,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $355,087 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $338,915 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,500 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,500 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $894,429 | RetainedEarningBOYAmt |
| Retained Earning EOY | $352,587 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $896,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $355,087 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $896,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $355,087 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $896,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$542,285 | ExcessRevenueOverExpensesAmt |
| Other Increases | $443 | OtherIncreasesAmt |
| Subtotal | $355,087 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $355,087 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| JPMORGAN A34553007 | P | 2018-12-31 | $191,453 | $193,916 | -$2,463 | -$2,463 |
| JPMORGAN A34553007 | P | 2018-12-31 | $650,222 | $564,165 | $86,057 | $86,057 |
| TOTAL CAPITAL GAIN DISTRIBUTIONS | P | 2018-12-31 | $8,197 | $8,197 | $8,197 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,791 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,463 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $580,463 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,257,862 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.461468 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $644,787 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,643,350 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.392361 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $496,043 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,182,990 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.227231 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $530,378 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,663,663 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.199116 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $216,966 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,840,820 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076374 | DistributionYr5Rt |
| Total Distribution | 1.356550 | TotalDistributionRt |
| Average Distribution | 0.271310 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $600,194 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $162,839 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,027 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $163,866 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $642,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,027 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,027 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,027 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,114 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,114 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,087 | OverpaymentAmt |
| Applied To ES Tax | $1,087 | 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 | FL | 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 | NANCY ROTH | IndividualWithBooksNm |
| Phone | 7316552010 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 FOXWOOD RD | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11024 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| LARRY ROTH | ||||||||
| 14 FOXWOOD ROAD | GREAT NECK | NY | 11024 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| NANCY A ROTH | ||||||||
| 14 FOXWOOD ROAD | GREAT NECK | NY | 11024 | DIRECTOR | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $455,021 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,189 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $137,124 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $609,334 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $609,334 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,140 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $600,194 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,010 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,010 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,027 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,027 | TotalTaxAmt |
| Distributable Before Adj | $28,983 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,983 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,983 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $642,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $642,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,027 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $641,473 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,983 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $26,960 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $399,439 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $388,307 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $564,045 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $521,144 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,899,895 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $642,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,983 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $613,517 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,513,412 | 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 | $26,960 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,486,452 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $399,439 | ExcessFromYear4Amt |
| Excess From Year3 | $388,307 | ExcessFromYear3Amt |
| Excess From Year2 | $564,045 | ExcessFromYear2Amt |
| Excess From Year1 | $521,144 | ExcessFromYear1Amt |
| Excess From Current Year | $613,517 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NANCY ROTH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 FOXWOOD ROAD | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7316552010 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BILL HILLARY AND CHELSEA CLINTON FOUNDATION | ||||||
| 1200 PRESIDENT CLINTON AVE | LITTLE ROCK | AR | 72201 | PC | GENERAL PHILANTHROPY | $85,000 |
| JAMESON ANIMAL RESCUE RANCH | ||||||
| 1224 ADAMS STREET SUITE C | ST HELENA | CA | 94574 | PC | GENERAL PHILANTHROPY | $232,500 |
| MID ISLAND Y JCC | ||||||
| 45 MANETTO HILL RD | PLAINVIEW | NY | 11830 | PC | GENERAL PHILANTHROPY | $150,000 |
| NORTH SHORE CHILD AND FAMILY GUIDANCE ASSOCIATION | ||||||
| 480 OLD WESTBURY RD | ROSLYN HEIGHTS | NY | 11577 | PC | GENERAL PHILANTHROPY | $25,000 |
| NORTHWELL HEALTH FOUNDATION | ||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | PC | GENERAL PHILANTHROPY | $125,000 |
| ICHAN SCOOL OF MEDICINE AT MOUNT SINAI | ||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | PC | GENERAL PHILANTHROPY | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $642,500 | 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 | $233 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,644 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $91,791 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $104,668 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,668 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-A, LINE 5 | FormAndLineReferenceDesc |
| Medium Explanation | DURING THE 2018 TAX YEAR, THE ROTH FAMILY FOUNDATION DISTRIBUTED APPROXIMATELY 67% OF ITS ASSETS IN THE NORMAL GRANT MAKING PROCESS. THE ROTH FAMILY FOUNDATION DOES NOT CONSIDER THIS A SUBSTANTIAL CONTRACTION DUE TO THE FACT THAT THE REASON FOR THE REDUCTION IN VALUE OF THE FOUNDATION WAS DONATIONS TO PUBLIC CHARITIES. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JPMORGAN A34553007 | BondNm |
| EOY Book Value | $70,668 | EOYBookValueAmt |
| EOYFMV | $68,894 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN A34553007 | $198,117 | $189,601 |
| JPMORGAN W37502007 | $227 | $71 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JPMORGAN A34553007 | Desc |
| BOY Book Value | $216,168 | BOYBookValueAmt |
| EOY Book Value | $78,350 | EOYBookValueAmt |
| EOYFMV | $72,624 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY ADJUSTMENT | Desc |
| Amt | $443 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JPMORGAN FEES | CategoryTxt |
| Amt | $1,953 | Amt |
| Net Investment Income | $1,953 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS PAYMENT | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |