ROTH FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROTH FAMILY FOUNDATION INC (EIN 65-0917154)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-06
- IRS object ID
- 201403109349100210
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-06T12:40:38-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | C/O NANCY ROTH | BusinessNameLine2 |
| 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 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | GREAT NECK | City |
| State | NY | State |
| ZIP Code | 11024 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laurence T Roth | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6175307353 | PhoneNum |
| Signature | 2013-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James Medeiros | PreparerPersonNm |
| PTIN | P00237396 | PTIN |
| Phone | 6175307353 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,945,604 | 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 | $554 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $554 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,698 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,640 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,511,837 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,640 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,140 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $111,032 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,892 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $111 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,540 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,540 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,151 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,540 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $215,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $215,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $226,151 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,540 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $218,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$115,119 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,352 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $201,860 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $257,910 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $257,910 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,164,687 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,138,942 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,370,619 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,105,784 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $884,238 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $872,971 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $376,454 | OtherAssetsBOYAmt |
| Other Assets EOY | $451,128 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $444,104 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,848,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,732,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,945,604 | TotalAssetsEOYFMVAmt |
| 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 | $2,846,285 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,729,718 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,848,785 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,732,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,848,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,732,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,848,785 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$115,119 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,733,666 | SubtotalAmt |
| Other Decreases | $1,448 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,732,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| POWERSHARES DB COMMODITY INDEX | 2013-12-31 | $1,508 | $833 | -$1,508 | ||
| POWERSHARES DB COMMODITY INDEX | 2013-12-31 | $2,942 | $1,195 | -$2,942 | ||
| JPMORGAN #3007 | 2013-12-31 | $252,446 | $6,018 | $6,018 | $258,464 | |
| JPMORGAN #3007 | 2013-12-31 | $1,221,779 | $11,589 | $11,589 | $1,233,368 | |
| CAPITAL GAIN DIVIDENDS | $20,005 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,640 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $233,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,871,591 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081227 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $155,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,006,430 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051722 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $173,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,384,388 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051206 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,050 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,568,150 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.013466 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,025 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $929,880 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04842 | DistributionYr5Rt |
| Total Distribution | 0.246041 | TotalDistributionRt |
| Average Distribution | 0.049208 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,840,820 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $139,791 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,034 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $140,825 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $218,000 | 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 | $1,034 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,034 | SubtotalAmt |
| Tax Based On Investment Income | $1,034 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $2,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Overpayment | $1,443 | OverpaymentAmt |
| Applied To ES Tax | $1,443 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | GREAT NECK | City |
| State | NY | State |
| ZIP Code | 11024 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | KINGS POINT | 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 | $2,306,527 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $139,978 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $437,576 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,884,081 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,884,081 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,261 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,840,820 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $142,041 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $142,041 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,034 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,034 | TotalTaxAmt |
| Distributable Before Adj | $141,007 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $141,007 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $141,007 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $218,000 | 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 | $218,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,034 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $216,966 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $141,007 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $50,033 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $218,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $50,033 | AppliedToYear1Amt |
| Applied To Current Year | $141,007 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,960 | RemainingDistriFromCorpusAmt |
| Total Corpus | $26,960 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $26,960 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $26,960 | 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 | AddressLine1 |
| City | Great Neck | City |
| State | NY | State |
| ZIP Code | 11024 | ZIPCode |
| 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| UJA FEDERATION | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | QUALIFIED CHARITABLE ORGANIZATION | GENERAL PHILANTHROPY | $70,000 | |
| MID-ISLAND Y JEWISH COMMUNITY CENTER | |||||||
| 45 MANETTO HILL ROAD | PLAINVIEW | NY | 11803 | QUALIFIED CHARITABLE ORGANIZATION | GENERAL PHILANTHROPY | $25,000 | |
| North Shore - LIJ Health System | |||||||
| 300 Community Drive | Manhasset | NY | 11030 | QUALIFIED CHARITABLE ORGANIZATION | GENERAL PHILANTHROPY | $100,000 | |
| The Clinton Foundation | |||||||
| 1271 Avenue of the Americas | New York | NY | 10020 | QUALIFIED CHARITABLE ORGANIZATION | GENERAL PHILANTHROPY | $10,000 | 42nd Floor |
| New York University | |||||||
| 60 Washington Square S | New York | NY | 10012 | QUALIFIED CHARITABLE CONTRIBUTION | GENERAL PHILANTHROPY | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $215,000 | 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 | $554 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,698 | 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 | $39,640 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,140 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $111,032 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,032 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRICEWATERHOUSECOOPERS, LLP | CategoryTxt |
| Amt | $3,000 | Amt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
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 W37502007 | BondNm |
| EOY Book Value | $884,238 | EOYBookValueAmt |
| EOYFMV | $872,971 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN A34553007 | $1,138,715 | $1,370,356 |
| JPMORGAN W37502007 | $227 | $263 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMITER SINGER BASEMAN & BRAUN | CategoryTxt |
| Legal Fees | $111 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JPMORGAN A34553007 | Desc |
| BOY Book Value | $376,454 | BOYBookValueAmt |
| EOY Book Value | $451,128 | EOYBookValueAmt |
| EOYFMV | $444,104 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER ADJUSTMENTS | Description |
| Amount | $1,448 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| JPMORGAN FEES | $4,927 | $4,927 |
| POWERSHARES DB COMMODITY INDEX | $613 | $613 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $2,140 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2012 EXTENSION PAID IN 2013 | CategoryTxt |
| Amt | $2,500 | Amt |