Nonprofit · EIN 83-2054239
ROTH FAMILY CHARITABLE FOUNDATION
Tax-exempt · PEORIA, AZ 85383
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,206,440 | $189,976 | $1,016,464 | $4,533,749 | $0 | $4,533,749 |
| December 31, 2024 | 990-PF | $305,943 | $151,088 | $154,855 | $3,980,166 | $0 | $3,980,166 |
| December 31, 2023 | 990-PF | $436,839 | $186,480 | $250,359 | $3,603,107 | $0 | $3,603,107 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $202,738
- Dividends
- $118,017
- Interest
- $131
- Net gain from sales of assets
- $885,554
Expenses
- Grants and similar amounts paid
- $135,000
- Compensation of officers, directors and key employees
- $48,000
- Disbursements for charitable purposes
- $183,000
- Excise tax on investment income
- $13,854
Balance sheet and other
- Total assets, start of year
- $3,980,166
- Total assets, end of year
- $4,533,749
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,533,749
- Fair market value of assets
- $4,533,749
- Qualifying distributions
- $183,000
- Net investment income
- $1,003,702
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW M ROTH 12125 W PALO BREA LANE, PEORIA, AZ 85383 | PRESIDENT | 10 | $48,000 |
| PATRICIA A ROTH 12125 W PALO BREA LANE, PEORIA, AZ 85383 | SECRETARY | 1 | $0 |
| JOHN-MATTHEW ROTH 12125 W PALO BREA LANE, PEORIA, AZ 85383 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Matthew M Roth 12125 W Palo Brea Lane, Peoria, AZ 85383 | President | 10 | $48,000 |
| Patricia A Roth 12125 W Palo Brea Lane, Peoria, AZ 85383 | Secretary | 1 | $0 |
| John-Matthew Roth 12125 W Palo Brea Lane, Peoria, AZ 85383 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Matthew M Roth 12125 W Palo Brea Lane, Peoria, AZ 85383 | President | 10 | $43,020 |
| Patricia A Roth 12125 W Palo Brea Lane, Peoria, AZ 85383 | Secretary | 1 | $0 |
| John-Matthew Roth 12125 W Palo Brea Lane, Peoria, AZ 85383 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 12125 W PALO BREA LN, PEORIA, AZ 85383-8261
- In care of
- % JON ALLEN MUNSON
- Signed the 990-PF
- JOHN-MATTHEW ROTH, DIRECTOR
- Phone
- (602) 684-1006
- Return prepared by
- FORTITUDE FAMILY OFFICE LLC
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 | 990-PF 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
- 83-2054239
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,533,749
- Income (IRS master file)
- $5,200,919
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,206,440 | $189,976 | $4,533,749 | IRS |
| 990-PF | December 2024 | $305,943 | $151,088 | $3,980,166 | IRS |
| 990-PF | December 2023 | $436,839 | $186,480 | $3,603,107 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 83-2054239).
Questions about ROTH FAMILY CHARITABLE FOUNDATION
- What is the EIN of ROTH FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ROTH FAMILY CHARITABLE FOUNDATION is 83-2054239.
- Is ROTH FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to ROTH FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROTH FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROTH FAMILY CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTH FAMILY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ROTH FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $48,000 (MATTHEW M ROTH, PRESIDENT).
- How much revenue does ROTH FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,206,440, expenses of $189,976 and total assets of $4,533,749 at year end.
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