ROTH FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROTH FAMILY FOUNDATION INC (EIN 65-0917154)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-24
- IRS object ID
- 201701449349100415
- Schema version
- 2016v3.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-24T14:43:17-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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) |
|---|---|---|
| In Care Of | % NANCY ROTH | InCareOfNm |
| 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 | 2017-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | 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 | 155.201.188.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 04363820171445000033 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-24 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CBB96A698882703479F55B2AAF85C5AF6A476163 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CBB96A698882703479F55B2AAF85C5AF6A476163 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,417,949 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $81 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $81 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,492 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,492 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,990 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,559,788 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,990 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $74,563 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,563 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $136 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,220 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,220 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,356 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,220 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $645,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $645,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $648,856 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,220 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $645,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$574,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,343 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $150,654 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,290 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,290 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $883,337 | CorporateStockBOYAmt |
| Corporate Stock EOY | $657,540 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $788,889 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $615,420 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $273,071 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $268,416 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $226,396 | OtherAssetsBOYAmt |
| Other Assets EOY | $317,613 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $307,354 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,875,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,301,514 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,417,949 | 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 |
| Retained Earning BOY | $1,873,307 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,299,014 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,875,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,301,514 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,875,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,301,514 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,875,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$574,293 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,301,514 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,301,514 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JP MORGAN #3007 | P | $411,666 | $411,069 | $597 | $597 |
| JP MORGAN #3007 | P | $1,139,014 | $1,113,729 | $25,285 | $25,285 |
| CAPITAL GAIN DIVIDENDS | P | $9,108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,990 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $496,043 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,182,990 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.227231 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $530,378 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,663,663 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.199116 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $216,966 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,840,820 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076374 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $233,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,871,591 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.081227 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $155,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,006,430 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051722 | DistributionYr5Rt |
| Total Distribution | 0.63567 | TotalDistributionRt |
| Average Distribution | 0.127134 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,643,350 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $208,926 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $713 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $209,639 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $645,500 | 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 | $713 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $713 | SubtotalAmt |
| Tax Based On Investment Income | $713 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,114 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,114 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,401 | OverpaymentAmt |
| Applied To ES Tax | $1,401 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY ROTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 | $0 | $0 | $0 |
| NANCY A ROTH | ||||||||
| 14 FOXWOOD ROAD | GREAT NECK | NY | 11024 | DIRECTOR | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,365,341 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,251 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $242,784 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,668,376 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,668,376 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,026 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,643,350 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,168 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,168 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $713 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $713 | TotalTaxAmt |
| Distributable Before Adj | $81,455 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $81,455 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $81,455 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $645,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $645,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $713 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $644,787 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,455 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,960 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $399,439 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $388,307 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $814,706 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $645,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $81,455 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $564,045 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,378,751 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,378,751 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $26,960 | ExcessFromYear3Amt |
| Excess From Year2 | $399,439 | ExcessFromYear2Amt |
| Excess From Year1 | $388,307 | ExcessFromYear1Amt |
| Excess From Current Year | $564,045 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
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 RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| UJA FEDERATION | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | QUALIFIED CHARITABLE ORGANIZATION | GENERAL PHILANTHROPY | $65,000 | |
| North Shore - LIJ Health System | |||||||
| 125 Community Drive | Great Neck | NY | 11021 | QUALIFIED CHARITABLE ORGANIZATION | GENERAL PHILANTHROPY | $100,000 | |
| New York University | |||||||
| 60 Washington Square S | New York | NY | 10012 | QUALIFIED CHARITABLE CONTRIBUTION | GENERAL PHILANTHROPY | $10,000 | |
| JAMESON ANIMAL RESCUE RANCH | |||||||
| 1224 ADAMS STREET SUITE C | ST HELENA | CA | 94574 | QUALIFIED CHARITABLE ORGANIZATION | GENERAL PHILANTHROPY | $433,000 | |
| AID FOR AIDS INTERNATIONAL | |||||||
| 515 GREENWICH STREET | NEW YORK | NY | 10013 | QUALIFIED CHARITABLE ORGANIZATION | GENERAL PHILANTHROPY | $12,500 | SUITE 506 |
| NORTH SHORE CHILD AND FAMILY GUIDANCE ASSOCIATION | |||||||
| 480 OLD WESTBURY RD | ROSLYN HEIGHTS | NY | 11577 | QUALIFIED CHARITABLE ORGANIZATION | GENERAL PHILANTHROPY | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $645,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,990 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $74,563 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,563 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JPMORGAN A34553007 | BondNm |
| EOY Book Value | $273,071 | EOYBookValueAmt |
| EOYFMV | $268,416 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN A34553007 | $657,313 | $788,584 |
| JPMORGAN W37502007 | $227 | $305 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMITER SINGER BASEMAN & BRAUN | CategoryTxt |
| Legal Fees | $136 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JPMORGAN A34553007 | Desc |
| BOY Book Value | $226,396 | BOYBookValueAmt |
| EOY Book Value | $317,613 | EOYBookValueAmt |
| EOYFMV | $307,354 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JPMORGAN FEES | CategoryTxt |
| Amt | $3,220 | Amt |
| Net Investment Income | $3,220 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2014 EXTENSION PAID IN 2015 | CategoryTxt |