Nonprofit · EIN 95-6123686
LESTER & GERTRUDE ROTH FOUNDATION
Tax-exempt · MALIBU, CA 90265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF (amended) | $15,099 | $9,053 | $6,046 | $241,888 | $0 | $241,888 |
| November 30, 2023 | 990-PF | $11,468 | $14,880 | -$3,412 | $235,842 | $0 | $235,842 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $11,750
- Interest
- $36
- Net gain from sales of assets
- $3,313
Expenses
- Grants and similar amounts paid
- $500
- Disbursements for charitable purposes
- $500
- Excise tax on investment income
- $91
Balance sheet and other
- Total assets, start of year
- $235,842
- Total assets, end of year
- $241,888
- Total liabilities, end of year
- $0
- Net assets, end of year
- $241,888
- Fair market value of assets
- $238,428
- Qualifying distributions
- $500
- Net investment income
- $15,099
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL ROSS 26933 SEA VISTA DRIVE, MAILBU, CA 90265 | Trustee | 0 | $0 |
| MATTHEW ROSS 26933 SEA VISTA DRIVE, MALIBU, CA 90265 | Trustee | 0 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL ROSS 26933 SEA VISTA DRIVE, MAILBU, CA 90265 | Trustee | 0 | $0 |
| MATTHEW ROSS 26933 SEA VISTA DRIVE, MALIBU, CA 90265 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 486, MALIBU, CA 90265-0486
- Signed the 990-PF
- MATTHEW ROSS, Trustee
- Phone
- (310) 589-6096
- Return prepared by
- Alan D Taksar CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6123686 or by the name LESTER & GERTRUDE ROTH FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-6123686
- 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
- 1967
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $1
- Income (IRS master file)
- $1
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $0 | $0 | $0 | XML |
| 990-PF | November 2023 | $11,468 | $14,880 | $235,842 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 95-6123686).
Questions about LESTER & GERTRUDE ROTH FOUNDATION
- What is the EIN of LESTER & GERTRUDE ROTH FOUNDATION?
- The employer identification number (EIN) of LESTER & GERTRUDE ROTH FOUNDATION is 95-6123686.
- Is LESTER & GERTRUDE ROTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to LESTER & GERTRUDE ROTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LESTER & GERTRUDE ROTH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LESTER & GERTRUDE ROTH FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LESTER & GERTRUDE ROTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of LESTER & GERTRUDE ROTH FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does LESTER & GERTRUDE ROTH FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $15,099, expenses of $9,053 and total assets of $241,888 at year end.
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