Civic Intelligence

Lester & Gertrude Roth Foundation

990PF • Fiscal year 2024 • EIN 95-6123686

Dec 01, 2023 to Nov 30, 2024 • Filed on Mar 15, 2025

Organization Profile
PO Box 486Malibu, CA 90265

(310) 589-6096

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$0

Down $235,842 (-100%) from 2023

Net Assets

Down

$0

Down $235,842 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Down

$0

Down $11,468 (-100%) from 2023

Expenses

Down

$0

Down $14,880 (-100%) from 2023

Net Income

Up

$0

Up $3,412 (+100%) from 2023

Historical Trend

Balance Sheet Trend

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: $241,8882024Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

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: $6,0462024Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2024

Revenue$0
Expenses$0
Net Income$0
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Mar 15, 2025
Return Version
2023v6.0
Compensation and Service Providers

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
2025-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Alan D Taksar CPA
Address
15303 Ventura Blvd Ste 1040, Sherman Oaks, CA 91403
Preparer
Alan David Taksar
Phone
8183860795
Raw XML Appendix141 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.

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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0956123686
ReturnHeader/Filer/PhoneNum03105896096
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-15T15:11:04-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
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
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
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