Nonprofit · EIN 56-2065972
ROTH FAMILY FOUNDATION
Tax-exempt · CARY, NC 27518
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $19,443 | $18,082 | $1,361 | $219,534 | $0 | $219,534 |
| December 31, 2023 | 990-PF | $7,175 | $20,059 | -$12,884 | $218,173 | $0 | $218,173 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $6,292
- Interest
- $179
- Net gain from sales of assets
- $12,972
Expenses
- Grants and similar amounts paid
- $16,287
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $17,965
- Excise tax on investment income
- $270
Balance sheet and other
- Total assets, start of year
- $218,173
- Total assets, end of year
- $219,534
- Total liabilities, end of year
- $0
- Net assets, end of year
- $219,534
- Fair market value of assets
- $416,893
- Qualifying distributions
- $17,965
- Net investment income
- $19,443
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert C Roth 103 Symphony Ct, Cary, NC 27518 | Executive Director Secretary | 2 | $0 |
| Luanne L Roth 103 Symphony Ct, Cary, NC 27518 | Asst Executive Director Treasure | 1 | $0 |
| Kelly Marie Hyde 1116 Sarah St, Allen, TX 750132900 | Asst Exec Dir Asst Secretary | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert C Roth 103 Symphony Ct, Cary, NC 27518 | Executive Director Secretary | 2 | $0 |
| Luanne L Roth 103 Symphony Ct, Cary, NC 27518 | Asst Executive Director Treasure | 1 | $0 |
| Kelly Marie Hyde 1116 Sarah St, Allen, TX 750132900 | Asst Exec Dir Asst Secretary | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 103 SYMPHONY CT, CARY, NC 27518-8611
- In care of
- % ROBERT C ROTH
- Signed the 990-PF
- Luanne Roth, Asst Exec Director Treasurer
- Phone
- (919) 815-6381
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 56-2065972
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $219,534
- Income (IRS master file)
- $55,063
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $19,443 | $18,082 | $219,534 | IRS |
| 990-PF | December 2023 | $7,175 | $20,059 | $218,173 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-2065972).
Questions about ROTH FAMILY FOUNDATION
- What is the EIN of ROTH FAMILY FOUNDATION?
- The employer identification number (EIN) of ROTH FAMILY FOUNDATION is 56-2065972.
- Is ROTH FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to ROTH FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROTH FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROTH FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTH FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROTH FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROTH FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $19,443, expenses of $18,082 and total assets of $219,534 at year end.
Other nonprofits in CARY
- GOODNIGHT EDUCATIONAL FOUNDATION EIN 56-6533546 · last filed 990-PF for 2025
- UNITED WAY OF NORTH CAROLINA EIN 56-0564547 · last filed 990 for 2024
- IDRISSI FOUNDATION EIN 92-6235047 · last filed 990-PF for 2024
- CARY OIL FOUNDATION INC EIN 56-1950150 · last filed 990-PF for 2025
- SUNSTONE FOUNDATION EIN 88-1593190 · last filed 990-PF for 2024
- KNIER FAMILY FOUNDATION EIN 56-2061224 · last filed 990-PF for 2025
- ABB FOUNDATION EIN 47-4224483 · last filed 990-PF for 2025
- BRUCE WASHBURN FOUNDATION EIN 86-3996817 · last filed 990-PF for 2025
All nonprofits in CARY · North Carolina · Philanthropy, voluntarism and grantmaking foundations