BETA

JACK ROTH CHARITABLE FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
JACK ROTH CHARITABLE FOUNDATION (EIN 95-4622086)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-09-28
IRS object ID
201142719349100604
Schema version
2010v3.4
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-09-28T15:46:23-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GREEN HASSON & JANKS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110990 WILSHIRE BLVD 16TH FLOORAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code900243929ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN954622086EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE JACK ROTH CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJACKNameControl
Phone3102038400Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11801 CENTURY PARK EAST 20TH FLOORAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90067ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJACK ROTHName
TitlePRESIDENTTitle
Phone3102038400Phone
Date Signed2011-09-19DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKAREN L BROWNName
Phone3108731600Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY688990FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss1107528ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss73InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm73InterestOnSavingsNetInvstIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses1107601TotalRevenueAndExpenses
Total Net Investment Income73TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss2200AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1100AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1100AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss85TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps85TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss2285TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1100TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1185TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss453800ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps453800ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss456085TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1100TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps454985TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses651516ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY37474SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY110277SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV110277SavingsAndTempCashInvstEOYFMV
Investments Other BOY0InvestmentsOtherBOY
Investments Other EOY578713InvestmentsOtherEOY
Investments Other EOYFMV578713InvestmentsOtherEOYFMV
Total Assets BOY37474TotalAssetsBOY
Total Assets EOY688990TotalAssetsEOY
Total Assets EOYFMV688990TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY37474RetainedEarningsBOY
Retained Earnings EOY688990RetainedEarningsEOY
Total Net Assets BOY37474TotalNetAssetsBOY
Total Net Assets EOY688990TotalNetAssetsEOY
Total Liabilities Net Assets BOY37474TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY688990TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY37474TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses651516ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal688990Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY688990TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1253455QualifyingDistributionsYear1
Noncharitable Assets Year139152NoncharitableAssetsYear1
Distribution Ratio Year16.473616DistributionRatioYear1
Qualifying Distributions Year2301620QualifyingDistributionsYear2
Noncharitable Assets Year271112NoncharitableAssetsYear2
Distribution Ratio Year24.241478DistributionRatioYear2
Qualifying Distributions Year3252647QualifyingDistributionsYear3
Noncharitable Assets Year3211696NoncharitableAssetsYear3
Distribution Ratio Year31.193442DistributionRatioYear3
Qualifying Distributions Year40QualifyingDistributionsYear4
Noncharitable Assets Year4305757NoncharitableAssetsYear4
Distribution Ratio Year40.0DistributionRatioYear4
Qualifying Distributions Year5100954QualifyingDistributionsYear5
Noncharitable Assets Year5308797NoncharitableAssetsYear5
Distribution Ratio Year50.326927DistributionRatioYear5
Total Distribution Ratio12.235463TotalDistributionRatio
Average Distribution Ratio2.447093AverageDistributionRatio
Net Noncharitable Assets100791NetNoncharitableAssets
Adjusted Noncharitable Assets246645AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One246645AdjNonchrtblAssetsAndOnePct
Qualifying Distributions454985QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment340EstTaxPaymentsAndOverpayment
Total Credits And Payments340TotalCreditsAndPayments
Overpayment340Overpayment
Amount Credited To Next Year340AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameJACK ROTHBooksInCareOfPersonName
Books In Care Of Phone Number3102038400BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11801 CENTURY PARK EAST 20TH FLAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90067ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JACK ROTH
1801 CENTURY PARK EAST 20TH FLOORLOS ANGELESCA90067DIRECTOR/PRESIDENT5.00000
ARLYNN WHITTAKER
1801 CENTURY PARK EAST 20TH FLOORLOS ANGELESCA90067DIRECTOR/SECRETARY5.00000
TIM BALZER
1801 CENTURY PARK EAST 20TH FLOORLOS ANGELESCA90067DIRECTOR/CFO5.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities48226AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances54100AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets102326TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets102326AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1535CashDeemedCharitable
Net Noncharitable Assets100791NetNoncharitableAssets
Minimum Investment Return5040MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return5040MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj5040DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded5040DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted5040DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions454985ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions454985QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions454985AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted5040DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year585606ExcessDistriCarryoverYear5
Excess Distri Carryover Year3252647ExcessDistriCarryoverYear3
Excess Distri Carryover Year2301620ExcessDistriCarryoverYear2
Excess Distri Carryover Year1253455ExcessDistriCarryoverYear1
Total Excess Distri Carryover893328TotalExcessDistriCarryover
Qualifying Distributions454985QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus454985TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus5040ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY5040ExcessDistriCyovAppliedCY
Total Corpus1343273TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year580566ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1262707ExcessDistriCyovToNextYear
Excess From Year3252647ExcessFromYear3
Excess From Year2301620ExcessFromYear2
Excess From Year1253455ExcessFromYear1
Excess From Current Year454985ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJACK ROTHContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
UNIVERSITY OF MICHIGAN
3003 SOUTH STATE ST STE 8000ANN ARBORMI48109UNRELATEDUNIVERSITYEDUCATIONAL$450,000
DAVID HOROWITZ FREEDOM CENTER
P O BOX 55089SHERMAN OAKSCA91499UNRELATEDSECTION 170(B)(1)(A)INDIVIDUAL RIGHTS$3,500
BEL AIR ASSOCIATION
100 BEL-AIR ROADLOS ANGELESCA90077UNRELATEDCOMMUNITY PRESERVATION$300
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year453800TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$73ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$73ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA73TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualJACK ROTHContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11801 CENTURY PARK EAST 20TH FLOORAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90067ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions1107528AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$2,200Amount
Net Investment Income1100NetInvestmentIncome
Disbursements Charitable Prps1100DisbursementsCharitablePrps

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionSEC 53.4942(A)-3(D)(2) ELECTIONORGANIZATION HEREBY ELECTS UNDER IRC REG. SECTION 53.4942(A)-3(D)(2) TO TREAT $454,985 OF THE QUALIFYING DISTRIBUTIONS FOR 2010 AS HAVING BEEN DISTRIBUTED OUT OF CORPUS.Election

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemSECURITIESCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value578713BookValue
EOYFMV578713EOYFMV

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FRANCHISE TAX BOARD$10010
FILING FEE$75075

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.