2025-11-17T15:19:11-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990PF 2024-01-01 261100612 ROTH EDUCATIONAL FOUNDATION ROTH 3032141421 742 SOUTH BROADWAY DENVER CO 80209 GARY STOKER SECRETARY/TREASURER 3032141421 2025-11-17 1 0 DORI J EGGETT P00645252 3037409400 2025-11-17 2024 2025-03-06 01:10:19Z X 848116 X 4097 X 2130 2130 2130 20040 20040 20040 43117 152070 43117 69384 65287 22170 0 0 0 0 3750 3750 0 0 6786 6786 0 0 366 19 0 0 10902 10555 0 0 40000 40000 50902 10555 0 40000 18482 54732 22170 11159 11159 11159 398212 416175 416175 371800 413094 413094 7463 7688 7688 788634 848116 848116 0 0 X 0 0 0 0 788634 848116 788634 848116 788634 848116 788634 18482 41000 848116 0 848116 RBC 9491 ST COVERED P 2024-01-01 2024-12-31 13258 13822 -564 -564 RBC 9491 LT COVERED P 2024-01-01 2024-12-31 138812 95131 43681 43681 43117 -564 761 0 761 0 761 0 0 1000 0 1000 0 239 239 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 0 0 0 1 N/A GARY STOKER 3032141421 742 SOUTH BROADWAY DENVER CO 80209 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 ELAINE BURKE 742 SOUTH BROADWAY DENVER CO 80209 PRESIDENT 1.00 0 0 0 GARY K STOKER 742 SOUTH BROADWAY DENVER CO 80209 SEC/TREASURER 2.00 0 0 0 SHARON JONAS 742 SOUTH BROADWAY DENVER CO 80209 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 810053 11159 0 821212 0 0 821212 12318 808894 40445 40445 761 761 39684 0 39684 0 39684 40000 0 40000 39684 33736 0 0 40000 33736 0 0 6264 0 0 0 0 0 0 0 0 33420 0 0 0 GARY STOKER 742 SOUTH BROADWAY DENVER CO 80209 3032141421 APPLICATIONS MUST INCLUDE A COMPLETED APPLICATION, FAFSA FINANCIAL STATEMENT, COMPLETED ESSAY, SHORT RESUME, GPA TRANSCRIPTS, AND LETTER OF RECOMMENDATION. APPLICATIONS ARE DUE IN THE MONTH OF JUNE. AWARDS ARE LIMITED TO DEPENDENTS OF ROTH EMPLOYEES WHO ARE EMPLOYED FULL TIME AND HAVE TWO OR MORE YEARS OF SERVICE WITH THE COMPANY. JACK ENSLEY 4652 BLACK SWAN DRIVE SHAWNEE KS 66216 I SCHOLARSHIP AWARD 10000 JENNIFER GRACE WILKENING 526 FOX HUNT CIRCLE HIGHLANDS RANCH CO 80126 I SCHOLARSHIP AWARD 10000 KAYLA HARRIS 2136 QUAIL LAKE DRIVE WRIGHT CITY MO 63390 I SCHOLARSHIP AWARD 10000 LONDON ANDERSON 6971 S HOLLOW MILL DR COTTONWOOD HEIGHTS UT 84121 I SCHOLARSHIP AWARD 5000 ISABEL TEAGAN CHATFIELD 705 E HIDDEN MANOR CIRCLE LEHI UT 84043 I SCHOLARSHIP AWARD 5000 40000 0 14 2130 14 20040 18 43117 0 65287 0 65287 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3750 3750 0 0 PURSUANT TO CODE 4942(H)(2) AND REG 53.4942(A)-3(D)(2), THE ROTH EDUCATIONAL FOUNDATION ELECTS TO APPLY CURRENT YEAR QUALIFIYING DISTRIBUTIONS OF $5,750 TO THE UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2013. ISHARES COR US AGGREGATE BD ETF 141474 141474 PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND 271620 271620 DEXCOM INC 311 311 INDUSTRIA DE DISENO TEXTIL 386 386 ANALOG DEVICES INC 425 425 EDWARDS LIFESCIENCES CORP 444 444 TJX COMPANIES INC NEW 483 483 FLUTTER ENTERTAINMENT PLC 517 517 ASTRAZENECA PLC AMERICAN DEPOSITORY SHARES 524 524 MARRIOTT INTERNATIONAL CLASS A 558 558 SNOWFLAKE INC CLASS A COMMON STOCK 618 618 APPLOVIN CORPORATION 648 648 VERTIV HOLDINGS LLC CLASS A COMMON STOCK 682 682 DATADOG INC 714 714 ADVANCED MICRO DEVICES INC COM 725 725 PALO ALTO NETWORKS INC 728 728 ADIDAS AG SPONSORED ADR 735 735 HOME DEPOT INC 778 778 GE AEROSPACE 834 834 SHOPIFY INC CL A 895 895 AIRBNB INC CLASS A COMMON STOCK 920 920 MOODYS CORP 947 947 EATON CORPORATION PLC 995 995 SALESFORCE.COM INC 1003 1003 NOVO NORDISK A/S-ADR EACH CNV INTO CLASS B 1032 1032 VERTEX PHARMACEUTICALS INC 1208 1208 WALT DISNEY CO 1336 1336 CROWDSTRIKE HOLDINGS INC CLASS A COMMON STOCK 1369 1369 BOEING CO 1416 1416 VISA INC CL A COMMON STOCK 1580 1580 WALMART INC 1626 1626 ALIGN TECHNOLOGY INC 1668 1668 TRANE TECHNOLOGIES PLC 1847 1847 GENERAC HOLDINGS INC 1861 1861 NXP SEMICONDUCTORS N V 2286 2286 VEEVA SYSTEMS INC CL A COM 2313 2313 ELI LILLY & CO 2316 2316 TESLA INC COMMON STOCK 2423 2423 WEST PHARMACEUTICAL SVCS INC 2620 2620 ADOBE INC COMMON STOCK 2668 2668 VERALTO CORPORATION COMMON STOCK 2954 2954 TRADE DESK INC CLASS A COMMON STOCK 3291 3291 COSTAR GROUP INC 3293 3293 ZOETIS INC CL A 3584 3584 CINTAS CORP 3654 3654 TRANSDIGM GROUP INCORPORATED 3802 3802 WORKDAY INC 3870 3870 INTUIT INC 4400 4400 AUTODESK INC 4434 4434 S&P GLOBAL INC COM 4482 4482 CADENCE DESIGN SYSTEMS INC 4507 4507 BROADCOM INC, COMMON STOCK 4637 4637 META PLATFORMS INC CLASS A COMMON STOCK 4684 4684 APPLE INC 4758 4758 MARVELL TECHNOLOGY INC 4970 4970 UBER TECHNOLOGIES INC COMMON STOCK 5248 5248 PROGESSIVE CORP - OHIO 5271 5271 HILTON WORLDWIDE HOLDINGS INC 5685 5685 NETFLIX COM INC 6239 6239 INTUITIVE SURGICAL INC COM 6264 6264 COSTCO WHOLESALE CORP-NEW 7330 7330 MASTERCARD INCORPORATED 7372 7372 SERVICENOW INC COM 7421 7421 ALPHABET INC 8379 8379 MICROSOFT CORP 10959 10959 AMAZON.COM INC 12725 12725 NVIDIA CORP 13832 13832 ISHARES CORE S&P 500 ETF 213691 213691 CASH AND MONEY MARKET FMV 7688 7688 UNREALIZED GAIN 41000 ADVISORY FEE 6786 6786 0 0 TAXES PAID 347 0 0 0 FOREIGN TAXES PAID 19 19 0 0