Civic Intelligence

Lester & Gertrude Roth Foundation

990PF • Fiscal year 2019 • EIN 95-6123686

Dec 01, 2018 to Nov 30, 2019 • Filed on Oct 11, 2020

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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-52%

Higher net margin than 11% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

39th percentile

-2.8%

Faster asset growth than 39% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

8.5%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$236,667

Down $6,701 (-2.8%) from 2018

Net Assets

Down

$236,667

Down $6,701 (-2.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Up

$12,913

Up $1,013 (+8.5%) from 2018

Expenses

Up

$19,614

Up $2,132 (+12%) from 2018

Net Income

Down

-$6,701

Down $1,119 (-20%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2019

Assets$236,667
Liabilities$0
Net Assets$236,667
Open 2019 Filing

Operations Trend

Revenue Growth62nd 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

2019

Revenue$12,913
Expenses$19,614
Net Income-$6,701
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Oct 11, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th 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
2020-10-11
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 Appendix319 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/Amt03600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt011226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BP PLC SPONSORED ADR 300 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt041376
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt120307
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt214394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt415000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt522398
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt646506
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt740250
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt815257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESCO OPPEN GLOBAL STR INC FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1INVESCO OPPEN INTL BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CREDIT SUISS ASSET MGT INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3EATON VANCE TAX ADV. DIV INCOME FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4EATON VANCE LTD DURATION INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5WELLS FARDO ADV MULTI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FRANKLIN INCOME ADV MULTI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7COLUMBIA BALANCED FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8JP MORGAN INCOME BUILDER FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9MFS TOTAL RETURN BOND CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10SECTOR FINANCIAL SELECT SECTOR SPDR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt039623
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt118071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt214400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38911
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt414998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt524095
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt648411
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt743855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt818144
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt011571
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt01326
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt016
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt011587
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01326
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt012913
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt011587
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0759
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt013550
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt013550
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt011571
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011571
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011571
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6701
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt021442
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01326
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06282
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02255
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02255
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0209
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0209
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt011587
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt013550
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt019614
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012346
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012913
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06064
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0759
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6701
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0236667
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0243368
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0236667
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012178
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012178
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt012178
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt012304
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0126
IRS990PF/DistributableAmountGrp/TotalTaxAmt0126
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0126
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0126
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0126
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0126
IRS990PF/FMVAssetsEOYAmt0246029
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09393
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04295
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04295
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08412
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011226
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0225563
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0223960
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0230508
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0243368
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0236667
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0243368
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0236667
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0246029
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0243368
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0236667
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0243368
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0236667
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0249823
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06846
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0242977
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03747
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012304
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0246076
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0249823
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/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt013550
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt013550
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt013550
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/AddressLine1Txt026933 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/Amt01800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt46000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL NON RESTRICTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL NON RESTRICTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL NON RESTRICTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL NON RESTRICTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL NON RESTRICTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MAILU JEWISH CENTER SYNAGOUGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1JEWISH LOS ANGELES SPECIAL NEEDS TR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2US HOLOCAUST MEMORIAL MUSEUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3DISABLED SPORTS EASTERN SIERRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4KEHILLAT ISRAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt024855 PACIFIC COAST HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16505 WILSHIRE BLVD BL 450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2100 RAUL WALLENBERG PL SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31 MINARED ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt416019 SUNSET BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MALIBU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MAMMOTH LAKES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PACIFIC PALISADES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090265
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190048
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393546
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490272
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013550
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/AppliedToCurrentYearAmt012178
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01691
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02413
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05866
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05857
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05857
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt011342
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01372
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01691
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02413
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05866
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013550
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01372
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt017199
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015827
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02255
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02255
TaxesSchedule/TaxesDetail/Amt0174
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0174
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt135
ReturnHeader/BuildTS02021-09-10 13:11:23Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW ROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-11
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/PreparerFirmEIN0954535068
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/ReturnTs02020-10-11T15:25:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$236,667
Liabilities
$0
Net assets
$236,667
Revenue
$12,913
Expenses
$19,614
Net income
-$6,701
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