Civic Intelligence

Lester & Gertrude Roth Foundation

990PF • Fiscal year 2015 • EIN 95-6123686

Dec 01, 2014 to Nov 30, 2015 • Filed on Aug 10, 2016

Organization Profile
PO Box 486Malibu, CA 90265

(310) 589-6096

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

28th percentile

-8.1%

Higher net margin than 28% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

46th percentile

-0.4%

Faster asset growth than 46% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

38th percentile

-6.5%

Faster revenue growth than 38% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$282,666

Down $1,192 (-0.4%) from 2014

Net Assets

$282,666

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin28th percentile

Revenue

Down

$14,753

Down $1,033 (-6.5%) from 2014

Expenses

Down

$15,945

Down $7,094 (-31%) from 2014

Net Income

Up

-$1,192

Up $6,061 (+84%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$400K$300K$200K$100K$0Assets 2011: $302,893Liabilities 2011: $02011Assets 2012: $298,756Liabilities 2012: $02012Assets 2013: $291,111Liabilities 2013: $0Net Assets 2013: $291,1112013Assets 2014: $283,858Liabilities 2014: $02014Assets 2015: $282,666Liabilities 2015: $0Net Assets 2015: $282,6662015Assets 2016: $275,602Liabilities 2016: $0Net Assets 2016: $275,6022016Assets 2017: $265,745Liabilities 2017: $0Net Assets 2017: $265,7452017Assets 2018: $243,368Liabilities 2018: $0Net Assets 2018: $243,3682018Assets 2019: $236,667Liabilities 2019: $0Net Assets 2019: $236,6672019Assets 2020: $235,247Liabilities 2020: $0Net Assets 2020: $235,2472020Assets 2021: $233,384Liabilities 2021: $0Net Assets 2021: $233,3842021Assets 2022: $239,254Liabilities 2022: $0Net Assets 2022: $239,2542022Assets 2023: $235,842Liabilities 2023: $0Net Assets 2023: $235,8422023Assets 2024: $241,888Liabilities 2024: $0Net Assets 2024: $241,8882024

Highlighted filing

2015

Assets$282,666
Liabilities$0
Net Assets$282,666
Open 2015 Filing

Operations Trend

Revenue Growth38th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $14,504Expenses 2011: $18,390Net Income 2011: -$3,8862011Revenue 2012: $13,111Expenses 2012: $17,248Net Income 2012: -$4,1372012Expenses 2013: $20,7592013Revenue 2014: $15,786Expenses 2014: $23,039Net Income 2014: -$7,2532014Revenue 2015: $14,753Expenses 2015: $15,945Net Income 2015: -$1,1922015Revenue 2016: $11,869Expenses 2016: $18,933Net Income 2016: -$7,0642016Revenue 2017: $8,390Expenses 2017: $18,247Net Income 2017: -$9,8572017Revenue 2018: $11,900Expenses 2018: $17,482Net Income 2018: -$5,5822018Revenue 2019: $12,913Expenses 2019: $19,614Net Income 2019: -$6,7012019Revenue 2020: $9,885Expenses 2020: $11,305Net Income 2020: -$1,4202020Revenue 2021: $15,262Expenses 2021: $17,125Net Income 2021: -$1,8632021Revenue 2022: $15,865Expenses 2022: $9,995Net Income 2022: $5,8702022Revenue 2023: $11,468Expenses 2023: $14,880Net Income 2023: -$3,4122023Revenue 2024: $15,099Expenses 2024: $9,053Net Income 2024: $6,0462024

Highlighted filing

2015

Revenue$14,753
Expenses$15,945
Net Income-$1,192
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Aug 10, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL ROSSTrustee-$0--
MATTHEW ROSSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lester & Gertrude Roth Foundation
EIN
95-6123686
Phone
3105896096
Address
PO BOX 486, MALIBU, CA 90265

Signing Officer

Name
Matthew Ross
Title
Trustee
Signed
2016-08-10
Discuss with paid preparer
Yes

Preparer

Firm
Alan David TaksarCertified Public Accountant
Address
15303 Ventura Blvd Suite 1040, Sherman Oaks, CA 91403
Preparer
Alan David Taksar
Phone
8183860795
Raw XML Appendix345 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/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01800
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01800
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt010380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BP PLC SPONSORED ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt051502
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt156771
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt232864
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt317692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt46992
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt517475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt68398
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt712003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt815000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt939313
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MFS TR IX RESEARCH 4,895.666 SHSH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1OPPENHEIMR STRTEGIC FUND 13,447.027 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2OPPENHEIMER INTL BD FD CL A 5,054 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CREDIT SUISS ASSET MGT INC FND 4,500 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4EATON VANCE TAX ADV DIV INC FND 400 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5EATON VANCE LTD DUR INC FUND 1000 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6GABRELLI DIV & INCOME FUND 500 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7WELLS FARDO ADV MULTI 700 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FRANKLIN INC BLC CAL A 3.657.832 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9JP MORGAN INC BLD CAL A 3,798.721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt052041
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt150750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt228251
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt312870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt47940
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt512690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt69515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt77980
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt814276
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt937455
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt013429
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01324
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt013429
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01324
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt014753
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt013429
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01324
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt013429
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt013429
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt013429
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1192
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09931
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01324
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011254
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0146
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03366
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03512
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0133
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0133
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt013429
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt012446
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03499
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt015945
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt014753
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt014753
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01946
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03499
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01324
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1192
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0282666
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0283858
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0282666
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013119
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt013119
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt013119
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013344
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0225
IRS990PF/DistributableAmountGrp/TotalTaxAmt0225
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0225
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0225
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0225
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0225
IRS990PF/FMVAssetsEOYAmt0259614
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010135
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt016244
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt015466
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010380
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0265311
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0258010
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0233768
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0283858
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0282666
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0283858
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0282666
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0259614
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0283858
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0282666
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0283858
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0282666
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0270934
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013189
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0257745
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04064
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013344
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0266870
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0270934
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DANIEL ROSS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MATTHEW ROSS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt026933 SEA VISTA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt126933 SEA VISTA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MAILBU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MALIBU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd090265
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd190265
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt016069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt016182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt019571
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt017080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt012732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt018260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt017844
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.06021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.07000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04378
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.06241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.06570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0266870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0279607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0288569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0290841
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0292589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0271616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt012446
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.30106
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012446
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012446
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012446
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02933 SEA VISTA DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MAILBU
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd090265
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DANIEL ROSS
IRS990PF/StatementsRegardingActyGrp/PhoneNum03105896096
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ALL CONTRIBUTIONS ARE MADE DIRECLTY TO CHARITABLE ORGANIZATIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL NON RESTRICTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL NON RESTRTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL - NON RESTRICTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL NON RESTRICTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL NON RESTRICTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL NON RESTICTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0DISABLED SPORTS EASTERN SIERRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1LOS ANGELES JEWISH FEDERATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2AMERICAN FRIENDS OF HEBREW UNIVERSI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3BET TZEDEK LEGAL SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4BET T'SHUVA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5COMMUNITY ADVOCATES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 7275
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16505 WILSHIRE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211500 W OLYMPIC BLVD SUITE 5
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33250 WILSHIRE BLVD 1300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt48831 VENICE BL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5865 S FIGUEROA ST 3339
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MAMMOTH LAKES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4VENICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd093546
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190048
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290064
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd590017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012446
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0673
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05857
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02747
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03727
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0673
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011658
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05857
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02747
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03054
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012446
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011658
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012331
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0146
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13366
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORS IN PHOMANTHROPY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT ADVISIORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0146
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt13366
TaxesSchedule/TaxesDetail/Amt0133
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0133
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LESTER & GERTRUDE ROTH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEST
ReturnHeader/Filer/EIN0956123686
ReturnHeader/Filer/PhoneNum03105896096
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 486
ReturnHeader/Filer/USAddress/CityNm0MALIBU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090265
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alan David TaksarCertified Public Accountant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015303 Ventura Blvd Suite 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sherman Oaks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091403
ReturnHeader/PreparerPersonGrp/PhoneNum08183860795
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN DAVID TAKSAR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-08-10T11:55:38-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$282,666
Liabilities
$0
Net assets
$282,666
Revenue
$14,753
Expenses
$15,945
Net income
-$1,192
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.15$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.11$0.15$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.16$0.10$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.15$0.17$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.10$0.11$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.13$0.20$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.12$0.17$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.08$0.18$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.12$0.19$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.15$0.16$0.01
2014Summary only. Only limited summary data is available for this year.$2.84$0.00$0.16$0.23$0.07
2013Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.21
2012Summary only. Only limited summary data is available for this year.$2.99$0.00$0.13$0.17$0.04
2011Summary only. Only limited summary data is available for this year.$3.03$0.00$0.15$0.18$0.04