Civic Intelligence

Epstein-Roth Foundation

990PF • Fiscal year 2011 • EIN 94-3357645

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 12, 2012

Organization Profile
618 Santa Barbara Road94707-1718
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$3,578,691

No earlier filing loaded for comparison.

Net Assets

$3,578,691

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$170,337

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,578,691Liabilities 2011: $0Net Assets 2011: $3,578,6912011Assets 2012: $3,573,819Liabilities 2012: $0Net Assets 2012: $3,573,8192012Assets 2013: $3,484,088Liabilities 2013: $0Net Assets 2013: $3,484,0882013Assets 2014: $3,421,261Liabilities 2014: $0Net Assets 2014: $3,421,2612014Assets 2015: $3,378,202Liabilities 2015: $0Net Assets 2015: $3,378,2022015Assets 2016: $3,296,361Liabilities 2016: $0Net Assets 2016: $3,296,3612016Assets 2017: $3,171,288Liabilities 2017: $0Net Assets 2017: $3,171,2882017Assets 2018: $3,321,113Liabilities 2018: $0Net Assets 2018: $3,321,1132018Assets 2019: $3,460,358Liabilities 2019: $0Net Assets 2019: $3,460,3582019Assets 2020: $3,189,968Liabilities 2020: $0Net Assets 2020: $3,189,9682020Assets 2021: $3,109,516Liabilities 2021: $0Net Assets 2021: $3,109,5162021Assets 2022: $2,995,285Liabilities 2022: $0Net Assets 2022: $2,995,2852022Assets 2023: $2,980,942Liabilities 2023: $0Net Assets 2023: $2,980,9422023Assets 2024: $2,942,297Liabilities 2024: $0Net Assets 2024: $2,942,2972024

Highlighted filing

2011

Assets$3,578,691
Liabilities$0
Net Assets$3,578,691
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200K-$400KExpenses 2011: $170,3372011Expenses 2012: $246,0672012Revenue 2013: $154,070Expenses 2013: $243,280Net Income 2013: -$89,2102013Revenue 2014: $182,832Expenses 2014: $249,388Net Income 2014: -$66,5562014Revenue 2015: $182,607Expenses 2015: $227,098Net Income 2015: -$44,4912015Revenue 2016: $143,371Expenses 2016: $227,038Net Income 2016: -$83,6672016Revenue 2017: $126,275Expenses 2017: $251,199Net Income 2017: -$124,9242017Revenue 2018: $100,086Expenses 2018: $250,434Net Income 2018: -$150,3482018Revenue 2019: $393,121Expenses 2019: $269,370Net Income 2019: $123,7512019Revenue 2020: $78,162Expenses 2020: $346,410Net Income 2020: -$268,2482020Revenue 2021: $218,350Expenses 2021: $307,130Net Income 2021: -$88,7802021Revenue 2022: $402,563Expenses 2022: $346,312Net Income 2022: $56,2512022Revenue 2023: $317,522Expenses 2023: $326,092Net Income 2023: -$8,5702023Revenue 2024: $383,923Expenses 2024: $402,631Net Income 2024: -$18,7082024

Highlighted filing

2011

Revenue-
Expenses$170,337
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 12, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY ROTHPresident-$0--
ROBERT EPSTEINTreasurer-$0--
COLIN EPSTEINDirector-$0--
HARRIS EPSTEINDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBERKELEY PUBLIC EDUCATION FOUNDATIONGENERAL SUPPORTPUBLIC CHARITYBERKELEY, CA, US$45,000
Paid GrantNATIONAL RESOURCES DEFENSE COUNCILGENERAL SUPPORTPUBLIC CHARITYNEW YORK, NY, US$40,000
Paid GrantBERKELEY PUBLIC LIBRARY FOUNDATIONGENERAL SUPPORTPUBLIC CHARITYBERKELEY, CA, US$13,800
Paid GrantSEACOLOGYGENERAL SUPPORTPUBLIC CHARITYBERKELEY, CA, US$12,500
Paid GrantINTERNATIONAL HUMANITARIAN FOUNDATIONGENERAL SUPPORTPUBLIC CHARITYBOSTON, MA, US$12,500
Paid GrantBLIND BABIES FOUNDATIONGENERAL SUPPORTPUBLIC CHARITYOAKLAND, CA, US$5,000
Filing and Contact Details

Filer

EIN
94-3357645
Raw XML Appendix386 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount04000
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps03600
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue03493619
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV03397122
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MUTUAL FUNDS/ETFS AT CHARLES SCHWAB
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0137535
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount06849
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount012
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0144396
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0144396
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps03600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss04000
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm06849
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0128800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0128800
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0137535
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0137535
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-25941
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice021526
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm012
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss012
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss06849
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0129518
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps010000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm012793
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss022953
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm01685
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss014584
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0142400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm014878
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0170337
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0144396
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0144396
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps013600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm014878
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss041537
IRS990PF/BalanceSheets/CapitalStockBOY03604161
IRS990PF/BalanceSheets/CapitalStockEOY03578691
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY03278511
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY03493619
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV03397122
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY00
IRS990PF/BalanceSheets/RetainedEarningsEOY00
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0325650
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY085072
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV085072
IRS990PF/BalanceSheets/TotalAssetsBOY03604161
IRS990PF/BalanceSheets/TotalAssetsEOY03578691
IRS990PF/BalanceSheets/TotalAssetsEOYFMV03482194
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY03604161
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY03578691
IRS990PF/BalanceSheets/TotalNetAssetsBOY03604161
IRS990PF/BalanceSheets/TotalNetAssetsEOY03578691
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome06849
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis014677
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-10-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-01-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0242 SHARES VANGUARD TOTAL STOCK MKT FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss01259
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15590
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses01259
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses15590
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice015936
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice15590
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-25941
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0471
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03578691
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY03604161
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY03578691
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0178844
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0178844
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0178844
IRS990PF/DistributableAmount/MinimumInvestmentReturn0181434
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02590
IRS990PF/DistributableAmount/TotalTax02590
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0290
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment02880
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02590
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0290
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal02590
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02590
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments02880
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY03482194
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets03683942
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0118351
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities03565591
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable055259
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0181434
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets03628683
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets03683942
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0AMY ROTH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ROBERT EPSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2COLIN EPSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3HARRIS EPSTEIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10618 SANTA BARBARA ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11618 SANTA BARBARA ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12618 SANTA BARBARA ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine131205 4TH AVENUE C
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BERKELEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1BERKELEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2BERKELEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3SAN FRANCISCO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode094707
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode194707
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode294707
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode394122
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0210002
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0208707
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.057516
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.060624
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.058185
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.067364
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.052629
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.048778
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets03628683
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear102708169
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear202005677
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear302408195
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear402717158
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear502460129
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01295
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0142400
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10164181
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20116700
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30162225
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40143000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50120000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.287580
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0142400
IRS990PF/QualifyingDistributions/ExpensesAndContributions0142400
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0142400
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10ROBERT EPSTEIN TREASURER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05102075945
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10618 SANTA BARBARA ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BERKELEY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0947071718
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0AMY ROTH
IRS990PF/SupplementaryInformation/ContributingManager1ROBERT EPSTEIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount045000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount212500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount340000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount412500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount513800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BERKELEY PUBLIC EDUCATION FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11BLIND BABIES FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12SEACOLOGY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13NATIONAL RESOURCES DEFENSE COUNCIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14INTERNATIONAL HUMANITARIAN FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15BERKELEY PUBLIC LIBRARY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101835 ALLSTON WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111814 FRANKLIN ST 11TH FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine122009 HOPKINS ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1340 WEST 20TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14PO BOX 55071
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine152090 KITTREDGE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BERKELEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1OAKLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2BERKELEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5BERKELEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode094703
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode194612
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode294707
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode310011
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode402205
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode594704
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0128800
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0142400
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0178844
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1051811
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2017906
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3043765
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear409836
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50511
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus036444
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY036444
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear087385
IRS990PF/UndistributedIncome/ExcessFromYear1051811
IRS990PF/UndistributedIncome/ExcessFromYear2017906
IRS990PF/UndistributedIncome/ExcessFromYear3017668
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0142400
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus087385
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0123829
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0STATE FILING FEES
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpenses/Description2RESEARCH
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps210000
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome112793
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0160
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks112793
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks210000
OtherIncreasesSchedule/OtherIncreases/Amount0471
OtherIncreasesSchedule/OtherIncreases/Description0REVERSE PRIOR YEAR ADJUSTMENTS
TaxesSchedule/Taxes/Amount01685
TaxesSchedule/Taxes/Amount112899
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/Category1FEDERAL INCOME TAX PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome01685
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0943357645
ReturnHeader/Filer/Name/BusinessNameLine10EPSTEINROTH FOUNDATION
ReturnHeader/Filer/NameControl0EPST
ReturnHeader/Filer/Phone05102055945
ReturnHeader/Filer/USAddress/AddressLine10618 SANTA BARBARA ROAD
ReturnHeader/Filer/USAddress/City0BERKELEY
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode0947071718
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-03-12
ReturnHeader/Officer/Name0ROBERT EPSTEIN
ReturnHeader/Officer/Phone05102055945
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/EIN0760747069
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BAKER STREET ADVISORS LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10455 MARKET STREET SUITE 620
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN FRANCISCO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094105
ReturnHeader/Preparer/Phone04153446180
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-03-15T11:45:58-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,578,691
Liabilities
$0
Net assets
$3,578,691
Revenue
-
Expenses
$170,337
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.38$0.40$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.00$2.98$0.32$0.33$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.00$0.00$3.00$0.40$0.35$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.22$0.31$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.08$0.35$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.00$3.46$0.39$0.27$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.00$3.32$0.10$0.25$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$0.13$0.25$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.14$0.23$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.18$0.23$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.18$0.25$0.07
2013Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.15$0.24$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.25
2011Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.17