MAKE WAVES FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MAKE WAVES FAMILY FOUNDATION (EIN 26-0379241)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201933179349102238
- Schema version
- 2018v3.1
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T16:43:58-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-08 | 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 | 2019-11-08 | IPDt |
| IP Tm | 14:55:57 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 88A95745C6A9C61C38A5C000108B77D9CA88E618 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 88A95745C6A9C61C38A5C000108B77D9CA88E618 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,786,024 | 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 | $319,260 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $349 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $349 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $120,621 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,621 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $72,373 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $339,333 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,373 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $512,603 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $193,343 | 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 |
| Legal Fees Rev And Expnss | $2,669 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,335 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,335 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,289 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,645 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,645 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $52,358 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,289 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $769 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,269 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,749 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $189,092 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $189,092 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $277,408 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,269 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $207,841 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $235,195 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,074 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $100,978 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,096 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,096 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,575,037 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,683,495 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,710,928 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,676,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,758,591 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,786,024 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,310 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,444 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,310 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,444 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $4,674,705 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,756,147 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,674,705 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,756,147 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,676,015 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,758,591 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,674,705 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $235,195 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,909,900 | SubtotalAmt |
| Other Decreases | $153,753 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,756,147 | 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 | $339,333 | GrossSalesPriceAmt |
| Cost Or Other Basis | $266,960 | CostOrOtherBasisAmt |
| Gain Or Loss | $72,373 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $72,373 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,373 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $247,589 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,174,651 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040098 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $250,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,023,286 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049848 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,170 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,620,670 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.003716 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,898 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,456,219 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.014351 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $76,670 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $728,390 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.105260 | DistributionYr5Rt |
| Total Distribution | 0.213273 | TotalDistributionRt |
| Average Distribution | 0.042655 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,311,325 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $311,865 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,241 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $313,106 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $207,841 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,481 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,481 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,481 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,336 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,336 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,855 | OverpaymentAmt |
| Applied To ES Tax | $4,855 | 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 & DIRECTO | 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 | $7,345,426 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,239 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,422,665 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,422,665 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $111,340 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,311,325 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $365,566 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $365,566 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,481 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,481 | TotalTaxAmt |
| Distributable Before Adj | $363,085 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $363,085 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $363,085 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $207,841 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $207,841 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $207,841 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $363,085 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $185,902 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $207,841 | QualifyingDistributionsAmt |
| Applied To Year1 | $185,902 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,939 | 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 | $341,146 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIRST PLACE AZ | |||||||
| 717 E MARYLAND AVE SUITE 110 | PHOENIX | AZ | 850141561 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 |
| BIKE TO THE BEACH | |||||||
| PO BOX 1270 | NEWARK | NJ | 071011270 | NONE | PUBLIC | GENERAL SUPPORT | $258 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||
| 622 WEST 113TH STREET MC4524 | NEW YORK | NY | 10025 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | |||||||
| 1177 6TH AVE 41ST FLOOR | NEW YORK | NY | 100362714 | NONE | PUBLIC | GENERAL SUPPORT | $150,000 |
| NATIONAL MULTIPLE SCLOROSIS SOCIETY | |||||||
| 733 THIRD AVE 3RD FLOOR | NEW YORK | NY | 100173211 | NONE | PUBLIC | GENERAL SUPPORT | $1,150 |
| FRIENDSHIP HOME INC | |||||||
| 458 MAIN STREET | NORWELL | MA | 020612113 | NONE | PUBLIC | GENERAL SUPPORT | $50 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA ST SUITE 400 | LOS ANGELES | CA | 90012 | NONE | PUBLIC | GENERAL SUPPORT | $1,134 |
| AUTISM SOCIETY OF AMERICA | |||||||
| 4340 EAST WEST HWY STE 350 | BETHESDA | MD | 208144593 | NONE | PUBLIC | GENERAL SUPPORT | $500 |
| BRIAN BELTRAM CO IGLOO PRODUCTS COR | |||||||
| 777 IGLOO ROAD | KATY | TX | 77494 | EMPLOYEE OF RELATED PARTY | INDIVIDUAL | EMERGENCY ASSISTANCE AND DISASTER RELIEF IN CONNECTION WITH HURRICANE HARVEY | $750 |
| JAVIER REYES CO IGLOO PRODUCTS CORP | |||||||
| 777 IGLOO ROAD | KATY | TX | 77494 | EMPLOYEE OF RELATED PARTY | INDIVIDUAL | EMERGENCY ASSISTANCE AND DISASTER RELIEF IN CONNECTION WITH HURRICANE HARVEY | $1,000 |
| KAREN NEWELL CO IGLOO PRODUCTS CORP | |||||||
| 777 IGLOO ROAD | KATY | TX | 77494 | EMPLOYEE OF RELATED PARTY | INDIVIDUAL | EMERGENCY ASSISTANCE AND DISASTER RELIEF IN CONNECTION WITH HURRICANE HARVEY | $1,000 |
| RAUL ACOSTA CANIZALES CO IGLOO PROD | |||||||
| 777 IGLOO ROAD | KATY | TX | 77494 | EMPLOYEE OF RELATED PARTY | INDIVIDUAL | EMERGENCY ASSISTANCE AND DISASTER RELIEF IN CONNECTION WITH HURRICANE HARVEY | $750 |
| RITA HOYUELA CO IGLOO PRODUCTS CORP | |||||||
| 777 IGLOO ROAD | KATY | TX | 77494 | EMPLOYEE OF RELATED PARTY | INDIVIDUAL | EMERGENCY ASSISTANCE AND DISASTER RELIEF IN CONNECTION WITH HURRICANE HARVEY | $1,000 |
| BENJAMIN LIMON CO IGLOO PRODUCTS CO | |||||||
| 777 IGLOO ROAD | KATY | TX | 77494 | EMPLOYEE OF RELATED PARTY | INDIVIDUAL | EMERGENCY ASSISTANCE AND DISASTER RELIEF IN CONNECTION WITH HURRICANE HARVEY | $500 |
| EXIQUIO BARCENAS CO IGLOO PRODUCTS | |||||||
| 777 IGLOO ROAD | KATY | TX | 77494 | EMPLOYEE OF RELATED PARTY | INDIVIDUAL | EMERGENCY ASSISTANCE AND DISASTER RELIEF IN CONNECTION WITH HURRICANE HARVEY | $1,000 |
| JAMES WILSON CO IGLOO PRODUCTS CORP | |||||||
| 777 IGLOO ROAD | KATY | TX | 77494 | EMPLOYEE OF RELATED PARTY | INDIVIDUAL | EMERGENCY ASSISTANCE AND DISASTER RELIEF IN CONNECTION WITH HURRICANE HARVEY | $3,000 |
| DUSTIN GIBBS CO IGLOO PRODUCTS CORP | |||||||
| 777 IGLOO ROAD | KATY | TX | 77494 | EMPLOYEE OF RELATED PARTY | INDIVIDUAL | EMERGENCY ASSISTANCE AND DISASTER RELIEF IN CONNECTION WITH HURRICANE HARVEY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $189,092 | 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 | $349 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,621 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $72,373 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $193,343 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $193,343 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| HENRY M AND DONNA J ROTH | |||||||
| 1 | C/O JDJ FAMILY OFFICE PO BOX 962049 | BOSTON | MA | 02196 | $304,260 | Yes (X) | |
| HENRY M AND DONNA J ROTH | |||||||
| 2 | C/O JDJ FAMILY OFFICE PO BOX 962049 | BOSTON | MA | 02196 | $15,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3,000 SHARES OF MICROSOFT CORP STOCK. | NoncashPropertyDesc |
| Fair Market Value | $304,260 | FairMarketValueAmt |
| Received | 2018-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX & ACCOUNTING FEES | CategoryTxt |
| Amt | $33,289 | Amt |
| Net Investment Income | $16,645 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,645 | 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 | $4,683,495 | BookValueAmt |
| EOYFMV | $6,710,928 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,669 | LegalFeesAmt |
| Net Investment Income | $1,335 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,335 | DisbursementsCharitablePrpsAmt |
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 | $153,753 | 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 | $36,992 | $36,992 | $0 |
| MA FILING FEES | $769 | $0 | $769 |
| FEDERAL TAXES | $300 | $0 | $0 |
| OTHER DEDUCTIONS | $11,066 | $11,066 | $0 |
| FOREIGN TAXES | $3,231 | $3,231 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO TRUSTEE | Desc |
| BOY Book Value | $1,310 | BOYBookValueAmt |
| EOY Book Value | $2,444 | 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 |