Nonprofit · EIN 95-4479497
STEPHEN AND JEAN ROTH CHARITABLE FOUNDATION
Tax-exempt · PORTLAND, OR 97219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $570,539 | $177,425 | $393,114 | $1,622,888 | $56,075 | $1,566,813 |
| December 31, 2024 | 990-PF | $335,303 | $190,611 | $144,692 | $1,440,374 | $56,075 | $1,384,299 |
| December 31, 2023 | 990-PF | $290,400 | $143,411 | $146,989 | $1,504,658 | $56,075 | $1,448,583 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $210,600
- Dividends
- $66,063
- Net gain from sales of assets
- $293,876
Expenses
- Grants and similar amounts paid
- $163,310
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $166,481
- Excise tax on investment income
- $4,829
Balance sheet and other
- Total assets, start of year
- $1,440,374
- Total assets, end of year
- $1,622,888
- Total liabilities, end of year
- $56,075
- Net assets, end of year
- $1,566,813
- Fair market value of assets
- $4,243,725
- Qualifying distributions
- $166,481
- Net investment income
- $358,947
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 |
|---|---|---|---|
| STEPHEN ROTH 13363 S IRON MOUNTAIN BLVD, PORTLAND, OR 97219 | PRESIDENT | 1 | $0 |
| JEAN ROTH 13363 S IRON MOUNTAIN BLVD, PORTLAND, OR 97219 | SECRETARY | 1 | $0 |
| BENJAMIN D ROTH 13363 S IRON MOUNTAIN BLVD, PORTLAND, OR 97219 | DIRECTOR | 1 | $0 |
| REBECCA A ROTH 13363 S IRON MOUNTAIN BLVD, PORTLAND, OR 97219 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN ROTH 13363 S IRON MOUNTAIN BLVD, PORTLAND, OR 97219 | PRESIDENT | 1 | $0 |
| JEAN ROTH 13363 S IRON MOUNTAIN BLVD, PORTLAND, OR 97219 | SECRETARY | 1 | $0 |
| BENJAMIN D ROTH 13363 S IRON MOUNTAIN BLVD, PORTLAND, OR 97219 | DIRECTOR | 1 | $0 |
| REBECCA A ROTH 13363 S IRON MOUNTAIN BLVD, PORTLAND, OR 97219 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN ROTH 13363 S IRON MOUNTAIN BLVD, PORTLAND, OR 97219 | PRESIDENT | 1 | $0 |
| JEAN ROTH 13363 S IRON MOUNTAIN BLVD, PORTLAND, OR 97219 | SECRETARY | 1 | $0 |
| BENJAMIN D ROTH 13363 S IRON MOUNTAIN BLVD, PORTLAND, OR 97219 | DIRECTOR | 1 | $0 |
| REBECCA A ROTH 13363 S IRON MOUNTAIN BLVD, PORTLAND, OR 97219 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 13363 S IRON MOUNTAIN BLVD, PORTLAND, OR 97219-9306
- In care of
- % STEPHEN A ROTH
- Signed the 990-PF
- STEPHEN A ROTH, PRESIDENT
- Phone
- (503) 953-3780
- Return prepared by
- ARMANINO ADVISORY 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
- 95-4479497
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,622,888
- Income (IRS master file)
- $623,055
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $570,539 | $177,425 | $1,622,888 | IRS |
| 990-PF | December 2024 | $335,303 | $190,611 | $1,440,374 | IRS |
| 990-PF | December 2023 | $290,400 | $143,411 | $1,504,658 | 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 95-4479497).
Questions about STEPHEN AND JEAN ROTH CHARITABLE FOUNDATION
- What is the EIN of STEPHEN AND JEAN ROTH CHARITABLE FOUNDATION?
- The employer identification number (EIN) of STEPHEN AND JEAN ROTH CHARITABLE FOUNDATION is 95-4479497.
- Is STEPHEN AND JEAN ROTH CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to STEPHEN AND JEAN ROTH CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEPHEN AND JEAN ROTH CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEPHEN AND JEAN ROTH 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 STEPHEN AND JEAN ROTH 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 STEPHEN AND JEAN ROTH CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does STEPHEN AND JEAN ROTH CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $570,539, expenses of $177,425 and total assets of $1,622,888 at year end.
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