MAKE WAVES FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MAKE WAVES FAMILY FOUNDATION (EIN 26-0379241)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-02
- IRS object ID
- 202011549349100321
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-02T13:14:42-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010825608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAIGLE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260379241 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DAIGLE & ASSOCIATES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTH | BusinessNameControlTxt |
| Phone | 6176193350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTYN J ROTH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6176193350 | PhoneNum |
| Signature | 2020-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J DAIGLE | PreparerPersonNm |
| PTIN | P00435918 | PTIN |
| Phone | 6176193350 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 13.92.128.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-18 | IPDt |
| IP Tm | 11:05:21 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9B6F520726A5452AC24610EB080F23DCFFA955E1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4792E8415C737DD9C2F7831C08DE321AFF2F72D5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,393,063 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $350,655 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $370 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $370 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $127,365 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,365 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,701 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $752,358 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,701 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $521,091 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $170,436 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,998 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,998 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $54,458 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,271 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,987 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,456 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,271 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,985 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $296,172 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $296,172 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $384,628 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,271 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $343,157 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $136,463 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $130,165 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $75,096 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $269,428 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $269,428 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,683,495 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,409,431 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,123,635 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,758,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,678,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,393,063 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,444 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,310 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,444 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,310 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,756,147 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,677,549 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,756,147 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,677,549 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,758,591 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,678,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,756,147 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $136,463 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,892,610 | SubtotalAmt |
| Other Decreases | $215,061 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,677,549 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MORGAN STANLEY SMITH BARNEY HOLDINGS LLC - 5663 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $752,358 | GrossSalesPriceAmt |
| Cost Or Other Basis | $709,657 | CostOrOtherBasisAmt |
| Gain Or Loss | $42,701 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $42,701 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,701 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $207,841 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,311,325 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028427 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $247,589 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,174,651 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040098 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $250,400 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,023,286 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049848 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,170 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,620,670 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.003716 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,898 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,456,219 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.014351 | DistributionYr5Rt |
| Total Distribution | 0.136440 | TotalDistributionRt |
| Average Distribution | 0.027288 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,021,061 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $218,879 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,302 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $220,181 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $343,157 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,302 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,302 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,302 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,055 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,055 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,753 | OverpaymentAmt |
| Applied To ES Tax | $4,753 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEROTHFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | HENRY M ROTH | IndividualWithBooksNm |
| Phone | 5088303440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JDJ FAMILY OFFICE PO BOX 962049 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KRISTYN J ROTH | ||||||||
| C/O JDJ FAMILY OFFICE PO BOX 962049 | BOSTON | MA | 02196 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| HENRY M ROTH | ||||||||
| C/O JDJ FAMILY OFFICE PO BOX 962049 | BOSTON | MA | 02196 | TREASURER, CLERK & DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONNA J ROTH | ||||||||
| C/O JDJ FAMILY OFFICE PO BOX 962049 | BOSTON | MA | 02196 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,948,847 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $194,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,143,209 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,143,209 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,148 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,021,061 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $401,053 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $401,053 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,302 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,302 | TotalTaxAmt |
| Distributable Before Adj | $399,751 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $399,751 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $399,751 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $343,157 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $343,157 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,302 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $341,855 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $399,751 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $341,146 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $343,157 | QualifyingDistributionsAmt |
| Applied To Year1 | $341,146 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,011 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $397,740 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KRISTYN J ROTH | ContributingManagerNm |
| Contributing Manager | HENRY M ROTH | ContributingManagerNm |
| Contributing Manager | DONNA J ROTH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BIKE TO THE BEACH | ||||||||
| 1990 K ST NW LBBY 2 | WASHINGTON | DC | 200061103 | NONE | PUBLIC | GENERAL SUPPORT | $535 | |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | ||||||||
| 1177 6TH AVE 41ST FLOOR | NEW YORK | NY | 100362714 | NONE | PUBLIC | GENERAL SUPPORT | $275,806 | |
| NATIONAL MULTIPLE SCLOROSIS SOCIETY | ||||||||
| 733 THIRD AVE 3RD FLOOR | NEW YORK | NY | 100173204 | NONE | PUBLIC | GENERAL SUPPORT | $500 | |
| FRIENDSHIP HOME INC | ||||||||
| PO BOX 1270 | NEWARK | NJ | 071011270 | NONE | PUBLIC | GENERAL SUPPORT | $1,250 | |
| AUTISM SOCIETY OF AMERICA | ||||||||
| 6110 EXECUTIVE BOULEVARD SUITE 305 | ROCKVILLE | MD | 20852 | NONE | PUBLIC | GENERAL SUPPORT | $2,052 | |
| AMIGOS OF COSTA RICA INC | ||||||||
| 2101 L STREET NW | WASHINGTON | DC | 200371526 | NONE | PUBLIC | GENERAL SUPPORT | $2,552 | |
| AUGIES QUEST TO CURE ALS INC | ||||||||
| PO BOX 9886 | DENVER | CO | 80209 | NONE | PUBLIC | GENERAL SUPPORT | $100 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 263 W 38TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL SUPPORT | $200 | |
| DANA FARBER CANCER INSTITUTE INC | ||||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | PUBLIC | GENERAL SUPPORT | $12,700 | |
| PAN MASSACHUSETTS CHALLENGE TRUST | ||||||||
| 77 4TH AVE | NEEDHAM HGTS | MA | 024942704 | NONE | PUBLIC | GENERAL SUPPORT | $102 | |
| COURT APPOINTED SPECIAL ADVOCATE | ||||||||
| 1625 MASSACHUSETTS AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL SUPPORT | $375 | 520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $296,172 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $370 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $127,365 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,701 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $170,436 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $170,436 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY M AND DONNA J ROTH | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JDJ FAMILY OFFICE PO BOX 962049 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $350,655 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,070 SHARES OF THERMO FISHER STOCK. | NoncashPropertyDesc |
| Fair Market Value | $350,655 | FairMarketValueAmt |
| Received | 2019-12-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX & ACCOUNTING FEES | CategoryTxt |
| Amt | $33,998 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,998 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CORPORATE STOCK - MSSB | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,409,431 | BookValueAmt |
| EOYFMV | $9,123,635 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES - BASIS DIFFERENCES TO REPORT STOCK AT TAX BASIS | Desc |
| Amt | $215,061 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE FEES | $40,271 | $40,271 | $0 |
| MA FILING FEES | $644 | $0 | $644 |
| FEDERAL TAXES | $1,200 | $0 | $0 |
| OTHER DEDUCTIONS | $12,343 | $0 | $12,343 |
| FOREIGN TAXES | $0 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO TRUSTEE | Desc |
| BOY Book Value | $2,444 | BOYBookValueAmt |
| EOY Book Value | $1,310 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY DONNA ROTH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JDJ FAMILY OFFICE PO BOX 96204 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |