JACK ROTH CHARITABLE FOUNDATION

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Cite this

Plain text JACK ROTH CHARITABLE FOUNDATION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/jack-roth-charitable-foundation-954622086. Retrieved 2026-11-04.

APA furp.org. (n.d.). JACK ROTH CHARITABLE FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 4, 2026, from https://furp.org/org/jack-roth-charitable-foundation-954622086

MLA “JACK ROTH CHARITABLE FOUNDATION.” furp.org, tax years 2010–2024, https://furp.org/org/jack-roth-charitable-foundation-954622086. Accessed 4 Nov. 2026.

Retrieved 2026-11-04; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $1.1M · expenses $2.8M · assets $10.8M

EIN
95-4622086
Address
3 BUCKINGHAM WAY, RANCHO MIRAGE, CA 92270-1655
NTEE code
T22Z
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
April 1997 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Arlynn Whittaker CEO2010-2024 $125,000$725,000 1
Tim Balzer (former) DIRECTOR/CFO2010-2021 $4,000$6,936 1

Officers and directors, no compensation reported

1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Jack Roth (former) DIRECTOR/PRESIDENT2010-2017 5 $0 reported 1

People by year

2024 · 1 person listed · 1 paid, $125K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARLYNN WHITTAKER CEO5 $125,000-$0 $125,0001
2023 · 1 person listed · 1 paid, $125K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARLYNN WHITTAKER CEO5 $125,000-$0 $125,0001
2022 · 1 person listed · 1 paid, $125K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARLYNN WHITTAKER CEO5 $125,000-$0 $125,0001
2021 · 2 people listed · 2 paid, $254K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARLYNN WHITTAKER DIRECTOR/SECRETARY5 $250,000-$0 $250,0001
TIM BALZER DIRECTOR/CFO5 $4,000-$0 $4,0001
2020 · 2 people listed · 2 paid, $103K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARLYNN WHITTAKER DIRECTOR/SECRETARY5 $100,000-$0 $100,0001
TIM BALZER DIRECTOR/CFO5 $2,936-$0 $2,9361
2019 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARLYNN WHITTAKER DIRECTOR/SECRETARY5 $0-$0 $01
TIM BALZER DIRECTOR/CFO5 $0-$0 $01
2018 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ARLYNN WHITTAKER DIRECTOR/SECRETARY5 $0-$0 $01
TIM BALZER DIRECTOR/CFO5 $0-$0 $01
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK ROTH DIRECTOR/PRESIDENT5 $0-$0 $01
ARLYNN WHITTAKER DIRECTOR/SECRETARY5 $0-$0 $01
TIM BALZER DIRECTOR/CFO5 $0-$0 $01
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK ROTH DIRECTOR/PRESIDENT5 $0-$0 $01
ARLYNN WHITTAKER DIRECTOR/SECRETARY5 $0-$0 $01
TIM BALZER DIRECTOR/CFO5 $0-$0 $01
2015 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK ROTH DIRECTOR/PRESIDENT5 $0-$0 $01
ARLYNN WHITTAKER DIRECTOR/SECRETARY5 $0-$0 $01
TIM BALZER DIRECTOR/CFO5 $0-$0 $01
2014 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK ROTH DIRECTOR/PRESIDENT5 $0-$0 $01
ARLYNN WHITTAKER DIRECTOR/SECRETARY5 $0-$0 $01
TIM BALZER DIRECTOR/CFO5 $0-$0 $01
2013 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK ROTH DIRECTOR/PRESIDENT5 $0-$0 $01
ARLYNN WHITTAKER DIRECTOR/SECRETARY5 $0-$0 $01
TIM BALZER DIRECTOR/CFO5 $0-$0 $01
2012 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK ROTH DIRECTOR/PRESIDENT5 $0-$0 $01
ARLYNN WHITTAKER DIRECTOR/SECRETARY5 $0-$0 $01
TIM BALZER DIRECTOR/CFO5 $0-$0 $01
2011 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK ROTH DIRECTOR/PRESIDENT5 $0-$0 $01
ARLYNN WHITTAKER DIRECTOR/SECRETARY5 $0-$0 $01
TIM BALZER DIRECTOR/CFO5 $0-$0 $01
2010 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK ROTH DIRECTOR/PRESIDENT5 $0-$0 $01
ARLYNN WHITTAKER DIRECTOR/SECRETARY5 $0-$0 $01
TIM BALZER DIRECTOR/CFO5 $0-$0 $01

Highest-paid independent contractors

2024 · 1 contractor · $76K
NameLocationServicePaid
BANK OF AMERICANEW YORK, NYINVESTMENT MANAGEMENT$76,200
2023 · 1 contractor · $80K
NameLocationServicePaid
BANK OF AMERICANEW YORK, NYINVESTMENT MANAGEMENT$79,620
2022 · 1 contractor · $100K
NameLocationServicePaid
BANK OF AMERICANEW YORK, NYINVESTMENT MANAGEMENT$100,080
2021 · 1 contractor · $137K
NameLocationServicePaid
BANK OF AMERICANEW YORK, NYINVESTMENT MANAGEMENT$136,565
2020 · 1 contractor · $99K
NameLocationServicePaid
BANK OF AMERICANEW YORK, NYINVESTMENT MANAGEMENT$99,331

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 20 grants to organizations · $2.6M
2023 · 14 grants to organizations · $3.2M
2022 · 14 grants to organizations · $3.8M
2021 · 13 grants to organizations · $3.9M
2020 · 13 grants to organizations · $3.1M
2019 · 12 grants to organizations · $2.3M
2018 · 6 grants to organizations · $408K
2017 · 4 grants to organizations · $30K
2015 · 3 grants to organizations · $37K
2014 · 5 grants to organizations · $801K
2013 · 1 grant to organizations · $200K
2012 · 2 grants to organizations · $7K
2011 · 1 grant to organizations · $1K
2010 · 3 grants to organizations · $454K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2021 · 1 contributor · $9K
#ContributorTypeCity, stateTotalNoncashSource
1 JACK ROTH TRUST Organization or other BEVERLY HILLS, CA $9,312- Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $92K
#ContributorTypeCity, stateTotalNoncashSource
1 JACK ROTH TRUST Organization or other BEVERLY HILLS, CA $91,670- Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $22.0M
#ContributorTypeCity, stateTotalNoncashSource
1 JACK ROTH TRUST Organization or other BEVERLY HILLS, CA $22,004,839$22,004,839 Form 990PF Sch. B, 2019 · filing
2018 · 1 contributor · $300K
#ContributorTypeCity, stateTotalNoncashSource
1 JACK ROTH TRUST Organization or other BEVERLY HILLS, CA $300,000- Form 990PF Sch. B, 2018 · filing
2012 · 1 contributor · $90K
#ContributorTypeCity, stateTotalNoncashSource
1 JACK ROTH Person LOS ANGELES, CA $90,000- Form 990PF Sch. B, 2012 · filing
2010 · 1 contributor · $1.1M
#ContributorTypeCity, stateTotalNoncashSource
1 JACK ROTH Person LOS ANGELES, CA $1,107,528- Form 990PF Sch. B, 2010 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,060,819$2,804,231 $10,804,507$10,804,507 -- $125,000--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$674,309$3,411,135 $11,560,375$11,560,375 -- $125,000--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$1,017,320$4,028,307 $12,580,874$12,580,874 -- $125,000--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$1,391,250$4,341,558 $20,051,978$20,051,978 $9,312- $254,000--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$1,004,330$3,321,327 $21,466,963$21,466,963 $91,670- $102,936--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$22,118,414$2,350,785 $19,786,333$19,786,333 $22,004,839- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$303,521$409,885 $80,122$80,122 $300,000- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$7,634$32,520 $186,486$186,486 -- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$7,606$3,620 $211,372$211,372 -- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$12,567$47,580 $207,386$207,386 -- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$245,777$809,147 $242,399$242,399 -- $0--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$138,844$209,177 $805,769$805,769 -- $0--
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$142,159$11,235 $876,102$876,102 -- $0--
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$29,681$3,580 $715,429$715,429 -- $0--
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
$1,107,601$456,085 $688,990$688,990 -- $0--

Funders of this organization

1 grantor reported grants to this organization, $200 in all, tax years 2019 to 2019. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
TODAY IS A GOOD DAY FOUNDATION Private foundation Fuzzy filed as “JACK ROTH CHARITABLE FOUNDATION” 2019 1$200 2019$200
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CHUNG CHARITABLE FOUNDATION INCCAT22 $1,203,683$445,733 President$0 Same NTEE code T22, revenue within 2x, same state, similar name
RSD CHARITABLE AND EDUCATIONAL FOUNDATIONCAT22 $948,798$603,096 CEO$0 Same NTEE code T22, revenue within 2x, same state, similar name
SPENCER FAMILY CHARITABLE FOUNDATIONCAT22 $939,000$937,906 President$0 Same NTEE code T22, revenue within 2x, same state, similar name
THE J W & H M GOODMAN FAMILY CHARITABLE FOUNDATIONCAT22 $980,283$4,115,267 Chairman$0 Same NTEE code T22, revenue within 2x, same state, similar name
CHRISTOPHER AND CONSTANCE LI CHARITABLE FOUNDATION INCCAT22 $970,672$362,929 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
HERB RITTS JR FOUNDATIONCAT22 $1,115,981$1,424,871 ARTS ADMINISTRATOR$170,987 Same NTEE code T22, revenue within 2x, same state
CHISICK FAMILY FOUNDATIONCAT22 $999,512$932,652 Vice Pres$0 Same NTEE code T22, revenue within 2x, same state
CAS FOUNDATION INCCAT22 $1,111,073$672,638 CEO AND DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
DOROTHY L JOHNSTON FOUNDATIONCAT22 $982,622$603,544 TRUSTEE$75,000 Same NTEE code T22, revenue within 2x, same state
DARE FOUNDATIONCAT22 $991,603$1,136,421 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
MOCA FOUNDATIONCAT22 $972,394$1,290,641 Trustee/Pres$40,000 Same NTEE code T22, revenue within 2x, same state
CHARLES & BARBARA GOODMAN FOUNDATIONCAT22 $1,032,854$398,358 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
GREENWOOD FOUNDATION CHARIT IRRV TR 121294CAT22 $984,262$610,016 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
SHEMA FOUNDATIONCAT22 $1,083,012$2,471,103 SECRETARY$99,997 Same NTEE code T22, revenue within 2x, same state
LONG RIDGE FOUNDATIONCAT22 $1,018,690$918,084 Director$0 Same NTEE code T22, revenue within 2x, same state
GEWEKE FOUNDATIONCAT22 $1,050,000$1,000,363 President$0 Same NTEE code T22, revenue within 2x, same state
SEMLOH FOUNDATIONCAT22 $1,085,577$1,025,543 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
KATTOM FOUNDATIONCAT22 $1,212,757$1,530,880 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
EDGE AI FOUNDATIONCAT22 $1,049,077$1,169,634 EXECUTIVE DIRECTOR$105,624 Same NTEE code T22, revenue within 2x, same state
DAVMARN FOUNDATIONCAT22 $1,096,742$1,288,430 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
LINDSKOG FOUNDATIONCAT22 $1,176,958$932,613 PRESIDENT/DIR$90,000 Same NTEE code T22, revenue within 2x, same state
SAYA FOUNDATION INCCAT22 $935,468$802,034 President & CEO$0 Same NTEE code T22, revenue within 2x, same state
SAUNDERS FAMILY CHARITABLE FUNDCAT22 $1,008,763$584,615 TRUSTEE$5,000 Same NTEE code T22, revenue within 2x, same state
LJ SCENIC FOUNDATIONCAT22 $1,119,416$1,016,706 PRESIDENT & CFO$0 Same NTEE code T22, revenue within 2x, same state
KELLY DAY FOUNDATIONCAT22 $1,173,113$224,258 VICE PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
Amar IncInfinity Foundation DAF sponsor$237,5001 12009–2009 DEL CORAZON
CHRISTIAN COMMUNITY FOUNDATION INC DAF sponsor$30,0001 12020–2020 FIVE STONES CHARITABLE FOUNDATION
XCEL ENERGY FOUNDATION Private foundation$501 12019–2019 MOCA FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $2,804,231 spent · pay $125,000 · grants $2,583,800 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,583,800 92.1%
Pay: officers, directors, trustees $125,000 4.5%
Fees: other professional $76,200 2.7%
Fees: accounting $10,314 0.4%
Taxes $7,952 0.3%
Other expenses $965 0.0%
Total$2,804,231100%

View the filing

2023 · Form 990PF · $3,411,135 spent · pay $125,000 · grants $3,195,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,195,500 93.7%
Pay: officers, directors, trustees $125,000 3.7%
Fees: other professional $79,620 2.3%
Fees: accounting $9,850 0.3%
Other expenses $965 0.0%
Taxes $200 0.0%
Total$3,411,135100%

View the filing

2022 · Form 990PF · $4,028,307 spent · pay $125,000 · grants $3,770,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,770,000 93.6%
Pay: officers, directors, trustees $125,000 3.1%
Fees: other professional $100,080 2.5%
Taxes $22,987 0.6%
Fees: accounting $9,190 0.2%
Other expenses $1,050 0.0%
Total$4,028,307100%

View the filing

2021 · Form 990PF · $4,341,558 spent · pay $254,000 · grants $3,920,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,920,000 90.3%
Pay: officers, directors, trustees $254,000 5.9%
Fees: other professional $136,565 3.1%
Taxes $22,743 0.5%
Fees: accounting $6,180 0.1%
Other expenses $1,050 0.0%
Fees: legal $1,020 0.0%
Total$4,341,558100%

View the filing

2020 · Form 990PF · $3,321,327 spent · pay $102,936 · grants $3,067,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,067,500 92.4%
Pay: officers, directors, trustees $102,936 3.1%
Fees: other professional $99,381 3.0%
Fees: legal $28,435 0.9%
Fees: accounting $18,840 0.6%
Taxes $4,235 0.1%
Total$3,321,327100%

View the filing

2019 · Form 990PF · $2,350,785 spent · pay $0 · grants $2,346,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,346,500 99.8%
Fees: other professional $4,264 0.2%
Taxes $21 0.0%
Total$2,350,785100%

View the filing

2018 · Form 990PF · $409,885 spent · pay $0 · grants $407,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $407,500 99.4%
Fees: accounting $2,300 0.6%
Other expenses $85 0.0%
Total$409,885100%

View the filing

2017 · Form 990PF · $32,520 spent · pay $0 · grants $30,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $30,000 92.3%
Fees: accounting $2,425 7.5%
Other expenses $95 0.3%
Total$32,520100%

View the filing

2016 · Form 990PF · $3,620 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Fees: accounting $3,620 100.0%
Total$3,620100%

View the filing

2015 · Form 990PF · $47,580 spent · pay $0 · grants $37,075 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $37,075 77.9%
Fees: accounting $5,875 12.3%
Taxes $4,630 9.7%
Total$47,580100%

View the filing

2014 · Form 990PF · $809,147 spent · pay $0 · grants $801,050 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $801,050 99.0%
Fees: accounting $5,035 0.6%
Taxes $2,161 0.3%
Other expenses $901 0.1%
Total$809,147100%

View the filing

2013 · Form 990PF · $209,177 spent · pay $0 · grants $200,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $200,000 95.6%
Fees: accounting $6,900 3.3%
Other expenses $1,587 0.8%
Taxes $690 0.3%
Total$209,177100%

View the filing

2012 · Form 990PF · $11,235 spent · pay $0 · grants $6,535 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $6,535 58.2%
Fees: accounting $3,500 31.2%
Taxes $770 6.9%
Other expenses $430 3.8%
Total$11,235100%

View the filing

2011 · Form 990PF · $3,580 spent · pay $0 · grants $1,000 · events $0
LineAs describedTotalShare
Fees: accounting $2,400 67.0%
Contributions, gifts, grants paid $1,000 27.9%
Taxes $180 5.0%
Total$3,580100%

View the filing

2010 · Form 990PF · $456,085 spent · pay $0 · grants $453,800 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $453,800 99.5%
Fees: accounting $2,200 0.5%
Taxes $85 0.0%
Total$456,085100%

View the filing

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