Sam Roosth Foundation

Tyler, TX
Tax-exempt since Aug. 1953
EIN: 75-6023828

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$545k (2024)

Expenses

$488k (2024)

Total Assets

$8.6M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$545,377

Expenses

$487,969

Net Income

$57,408

Net Assets

$8,597,895

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$328,831	60.3%
Sales of Assets	$198,858	36.5%
Other Income	$17,688	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$466,275	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,597,895
Total Liabilities	$0
Net Assets	$8,597,895

Compensation

Key Employees and Officers	Compensation	Other
Steven C Roosth (President)	$0	$0
Kenneth Roosth (Director)	$0	$0
Celia Schoenbrun (Director)	$0	$0
Marleen Swerdlow (Vice President)	$0	$0
Toni Roosth (Secretary/Treas)	$0	$0
Ann Melamed (Director)	$0	$0
Stacy Burk (Asst Secretary)	$0	$0

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990-PF

Filed on May 27, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$570,555

Expenses

$512,786

Net Income

$57,769

Net Assets

$8,540,487

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$271,159	47.5%
Sales of Assets	$278,633	48.8%
Other Income	$20,763	3.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$488,947	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,540,487
Total Liabilities	$0
Net Assets	$8,540,487

Compensation

Key Employees and Officers	Compensation	Other
Steven C Roosth (President)	$0	$0
Kenneth Roosth (Director)	$0	$0
Celia Schoenbrun (Director)	$0	$0
Marleen Swerdlow (Vice President)	$0	$0
Toni Roosth (Secretary/Treas)	$0	$0
Ann Melamed (Director)	$0	$0
Stacy Burk (Asst Secretary)	$0	$0

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990-PF

Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$457,377

Expenses

$549,488

Net Income

-$92,111

Net Assets

$8,482,718

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$233,713	51.1%
Sales of Assets	$198,263	43.3%
Other Income	$25,401	5.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$498,155	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,482,718
Total Liabilities	$0
Net Assets	$8,482,718

Compensation

Key Employees and Officers	Compensation	Other
Steven C Roosth (President)	$0	$0
Kenneth Roosth (Director)	$0	$0
Celia Schoenbrun (Director)	$0	$0
Marleen Swerdlow (Vice President)	$0	$0
Toni Roosth (Secretary/Treas)	$0	$0
Ann Melamed (Director)	$0	$0
Stacy Burk (Asst Secretary)	$0	$0

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990-PF

Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$745,245

Expenses

$492,532

Net Income

$252,713

Net Assets

$8,574,829

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$246,429	33.1%
Sales of Assets	$482,726	64.8%
Other Income	$16,090	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$448,025	91.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,574,829
Total Liabilities	$0
Net Assets	$8,574,829

Compensation

Key Employees and Officers	Compensation	Other
Steven C Roosth (President)	$0	$0
Kenneth Roosth (Director)	$0	$0
Celia Schoenbrun (Director)	$0	$0
Marleen Swerdlow (Vice President)	$0	$0
Toni Roosth (Secretary/Treas)	$0	$0
Ann Melamed (Director)	$0	$0
Stacy Burk (Asst Secretary)	$0	$0

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990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$591,288

Expenses

$468,978

Net Income

$122,310

Net Assets

$8,322,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$242,850	41.1%
Sales of Assets	$336,679	56.9%
Other Income	$11,759	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$428,175	91.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,322,116
Total Liabilities	$1
Net Assets	$8,322,115

Compensation

Key Employees and Officers	Compensation	Other
Steven C Roosth (President)	$0	$0
Sam Roosth (Director)	$0	$0
Kenneth Roosth (Director)	$0	$0
Celia Schoenbrun (Director)	$0	$0
Marleen Swerdlow (Vice President)	$0	$0
Toni Roosth (Secretary/Treas)	$0	$0
Ann Melamed (Director)	$0	$0
Stacy Burk (Asst Secretary)	$0	$0

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990-PF

Filed on May 18, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$401,252

Expenses

$488,043

Net Income

-$86,791

Net Assets

$8,199,805

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$244,980	61.1%
Sales of Assets	$139,792	34.8%
Other Income	$16,480	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$448,500	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,199,806
Total Liabilities	$1
Net Assets	$8,199,805

Compensation

Key Employees and Officers	Compensation	Other
Steven C Roosth (President)	$0	$0
Sam Roosth (Director)	$0	$0
Kenneth Roosth (Director)	$0	$0
Celia Schoenbrun (Director)	$0	$0
Marleen Swerdlow (Vice President)	$0	$0
Toni Roosth (Secretary/Treas)	$0	$0
Ann Melamed (Director)	$0	$0
Stacy Burk (Asst Secretary)	$0	$0

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990-PF

Filed on May 28, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$337,150

Expenses

$482,794

Net Income

-$145,644

Net Assets

$8,286,597

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$235,922	70.0%
Sales of Assets	$81,556	24.2%
Other Income	$19,672	5.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$409,000	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,286,597
Total Liabilities	$0
Net Assets	$8,286,597

Compensation

Key Employees and Officers	Compensation	Other
Wiley Roosth (President)	$0	$0
Steven C Roosth (Vice President)	$0	$0
Sam Roosth (Sec/Treas)	$0	$0
Kenneth Roosth (Director)	$0	$0
Celia Schoenbrun (Director)	$0	$0
Marleen Swerdlow (Director)	$0	$0
Toni Roosth (Director)	$0	$0
Ann Melamed (Director)	$0	$0
Stacy Burk (Asst Secretary)	$0	$0

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990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$901,329

Expenses

$468,839

Net Income

$432,490

Net Assets

$8,432,241

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$233,736	25.9%
Sales of Assets	$652,437	72.4%
Other Income	$15,156	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$434,500	92.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,432,241
Total Liabilities	$0
Net Assets	$8,432,241

Compensation

Key Employees and Officers	Compensation	Other
Wiley Roosth (President)	$0	$0
Steven C Roosth (Vice President)	$0	$0
Sam Roosth (Sec/Treas)	$0	$0
Kenneth Roosth (Director)	$0	$0
Celia Schoenbrun (Director)	$0	$0
Marleen Swerdlow (Director)	$0	$0
Toni Roosth (Director)	$0	$0
Ann Melamed (Director)	$0	$0

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990-PF

Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$414,815

Expenses

$461,400

Net Income

-$46,585

Net Assets

$8,130,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.0%
Dividends	$228,705	55.1%
Sales of Assets	$174,156	42.0%
Other Income	$11,929	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$428,100	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,130,931
Total Liabilities	$0
Net Assets	$8,130,931

Compensation

Key Employees and Officers	Compensation	Other
Wiley Roosth (President)	$0	$0
Kenneth Roosth (Director)	$0	$0
Steven C Roosth (Vice President)	$0	$0
Sam Roosth (Sec/Treas)	$0	$0
Celia Schoenbrun (Director)	$0	$0
Marleen Swerdlow (Director)	$0	$0
Toni Roosth (Director)	$0	$0

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990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$253,979

Expenses

$361,105

Net Income

-$107,126

Net Assets

$8,177,516

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41	0.0%
Dividends	$245,145	96.5%
Sales of Assets	-$10,995
Other Income	$19,288	7.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$322,200	89.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,177,516
Total Liabilities	$0
Net Assets	$8,177,516

Compensation

Key Employees and Officers	Compensation	Other
Wiley Roosth (President)	$0	$0
Kenneth Roosth (Director)	$0	$0
Steven C Roosth (Vice President)	$0	$0
Sam Roosth (Sec/Treas)	$0	$0
Celia Schoenbrun (Director)	$0	$0
Marleen Swerdlow (Director)	$0	$0
Toni Roosth (Director)	$0	$0

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990-PF

Filed on May 24, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$3,279,167

Expenses

$444,042

Net Income

$2,835,125

Net Assets

$8,284,642

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,818,093	85.9%
Interest Revenue	$21	0.0%
Dividends	$229,353	7.0%
Sales of Assets	$203,566	6.2%
Other Income	$28,134	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$379,360	85.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,284,642
Total Liabilities	$0
Net Assets	$8,284,642

Compensation

Key Employees and Officers	Compensation	Other
Wiley Roosth (President)	$0	$0
Kenneth Roosth (Director)	$0	$0
Steven C Roosth (Vice President)	$0	$0
Sam Roosth (Sec/Treas)	$0	$0
Celia Schoenbrun (Director)	$0	$0
Marleen Swerdlow (Director)	$0	$0
Toni Roosth (Director)	$0	$0

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990-PF

Filed on May 8, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$519,411

Expenses

$271,080

Net Income

$248,331

Net Assets

$5,449,517

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$190,795	36.7%
Sales of Assets	$303,087	58.4%
Other Income	$25,515	4.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$243,240	89.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,449,517
Total Liabilities	$0
Net Assets	$5,449,517

Compensation

Key Employees and Officers	Compensation	Other
Wiley Roosth (President)	$0	$0
Kenneth Roosth (Director)	$0	$0
Steven C Roosth (Vice President)	$0	$0
Sam Roosth (Sec/Treas)	$0	$0
Celia Schoenbrun (Director)	$0	$0
Marleen Swerdlow (Director)	$0	$0
Toni Roosth (Director)	$0	$0

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990-PF

Filed on May 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$261,622

Expenses

$313,513

Net Income

-$51,891

Net Assets

$5,201,185

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.0%
Dividends	$197,317	75.4%
Sales of Assets	$31,819	12.2%
Other Income	$32,451	12.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$284,360	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,201,186
Total Liabilities	$1
Net Assets	$5,201,185

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$292,060

Expenses

$272,077

Net Income

$19,983

Net Assets

$5,253,077

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$202,180	69.2%
Sales of Assets	$57,962	19.8%
Other Income	$31,905	10.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$241,458	88.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,253,077
Total Liabilities	$0
Net Assets	$5,253,077

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Sam Roosth Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $545k (2024)

Expenses $488k (2024)

Total Assets $8.6M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$545k (2024)

Expenses

$488k (2024)

Total Assets

$8.6M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001