Stephen And Jean Roth Charitable Foundation

Portland, OR
Tax-exempt since June 1994
EIN: 95-4479497

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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

$335k (2024)

Expenses

$191k (2024)

Total Assets

$1.44M (2024)

Total Liabilities

$56.1k (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

$335,303

Expenses

$190,611

Net Income

$144,692

Net Assets

$1,384,299

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$208,976	62.3%
Interest Revenue	$0
Dividends	$64,607	19.3%
Sales of Assets	$61,633	18.4%
Other Income	$87	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,413	94.6%
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	$1,440,374
Total Liabilities	$56,075
Net Assets	$1,384,299

Compensation

Key Employees and Officers	Compensation	Other
Stephen Roth (President)	$0	$0
Jean Roth (Secretary)	$0	$0
Benjamin D Roth (Director)	$0	$0
Rebecca A Roth (Director)	$0	$0

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990-PF

Filed on April 28, 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

$290,400

Expenses

$143,411

Net Income

$146,989

Net Assets

$1,448,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$170,772	58.8%
Interest Revenue	$0
Dividends	$59,971	20.7%
Sales of Assets	$59,627	20.5%
Other Income	$30	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,495	95.2%
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	$1,504,658
Total Liabilities	$56,075
Net Assets	$1,448,583

Compensation

Key Employees and Officers	Compensation	Other
Stephen Roth (President)	$0	$0
Jean Roth (Secretary)	$0	$0
Benjamin D Roth (Director)	$0	$0
Rebecca A Roth (Director)	$0	$0

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990-PF

Filed on July 10, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$382,538

Expenses

$140,894

Net Income

$241,644

Net Assets

$1,355,600

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$313,693	82.0%
Interest Revenue	$0
Dividends	$41,759	10.9%
Sales of Assets	$27,086	7.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,075	93.0%
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	$1,411,675
Total Liabilities	$56,075
Net Assets	$1,355,600

Compensation

Key Employees and Officers	Compensation	Other
Stephen Roth (President)	$0	$0
Jean Roth (Secretary)	$0	$0
Benjamin D Roth (Director)	$0	$0
Rebecca A Roth (Director)	$0	$0

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990-PF

Filed on Oct. 30, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$478,500

Expenses

$156,625

Net Income

$321,875

Net Assets

$1,249,754

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$303,804	63.5%
Interest Revenue	$0
Dividends	$39,555	8.3%
Sales of Assets	$135,141	28.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,562	94.9%
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	$1,305,829
Total Liabilities	$56,075
Net Assets	$1,249,754

Compensation

Key Employees and Officers	Compensation	Other
Stephen Roth (President)	$0	$0
Jean Roth (Secretary)	$0	$0
Benjamin D Roth (Director)	$0	$0
Rebecca A Roth (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$443,635

Expenses

$191,717

Net Income

$251,918

Net Assets

$1,759,630

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$373,454	84.2%
Interest Revenue	$0
Dividends	$34,331	7.7%
Sales of Assets	$35,850	8.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,239	90.9%
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	$1,815,205
Total Liabilities	$55,575
Net Assets	$1,759,630

Compensation

Key Employees and Officers	Compensation	Other
Stephen Roth (President)	$0	$0
Jean Roth (Secretary)	$0	$0
Benjamin D Roth (Director)	$0	$0
Rebecca A Roth (Director)	$0	$0

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990-PF

Filed on Nov. 2, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$624,849

Expenses

$148,403

Net Income

$476,446

Net Assets

$1,507,712

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$555,353	88.9%
Interest Revenue	$0
Dividends	$32,368	5.2%
Sales of Assets	$37,128	5.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,114	94.4%
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	$1,563,287
Total Liabilities	$55,575
Net Assets	$1,507,712

Compensation

Key Employees and Officers	Compensation	Other
Stephen Roth (President)	$0	$0
Jean Roth (Secretary)	$0	$0
Benjamin D Roth (Director)	$0	$0
Rebecca A Roth (Director)	$0	$0

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990-PF

Filed on Nov. 11, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$837,722

Expenses

$129,162

Net Income

$708,560

Net Assets

$1,109,543

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$536,793	64.1%
Interest Revenue	$3,587	0.4%
Dividends	$20,392	2.4%
Sales of Assets	$276,950	33.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,000	96.8%
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	$1,165,118
Total Liabilities	$55,575
Net Assets	$1,109,543

Compensation

Key Employees and Officers	Compensation	Other
Stephen Roth (President)	$0	$0
Jean Roth (Secretary)	$0	$0

990-PF

Filed on Nov. 15, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$365,609

Expenses

$46,821

Net Income

$318,788

Net Assets

$677,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$307,278	84.0%
Interest Revenue	$910	0.2%
Dividends	$13,375	3.7%
Sales of Assets	$44,046	12.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,155	94.3%
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	$733,508
Total Liabilities	$55,575
Net Assets	$677,933

Compensation

Key Employees and Officers	Compensation	Other
Stephen Roth (President)	$0	$0
Jean Roth (Secretary)	$0	$0

990-PF

Filed on Oct. 7, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$252,307

Expenses

$66,862

Net Income

$185,445

Net Assets

$403,191

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$178,246	70.6%
Interest Revenue	$5	0.0%
Dividends	$7,977	3.2%
Sales of Assets	$66,079	26.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,500	92.0%
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	$458,766
Total Liabilities	$55,575
Net Assets	$403,191

Compensation

Key Employees and Officers	Compensation	Other
Stephen Roth (President)	$0	$0
Jean Roth (Secretary)	$0	$0

990-PF

Filed on Nov. 9, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$109,188

Expenses

$41,866

Net Income

$67,322

Net Assets

$283,824

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$74,454	68.2%
Interest Revenue	$6	0.0%
Dividends	$3,759	3.4%
Sales of Assets	$30,969	28.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,670	85.2%
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	$339,399
Total Liabilities	$55,575
Net Assets	$283,824

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$184,350

Expenses

$105,772

Net Income

$78,578

Net Assets

$247,470

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$142,698	77.4%
Interest Revenue	$0
Dividends	$104	0.1%
Sales of Assets	$41,548	22.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,095	94.6%
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	$303,045
Total Liabilities	$55,575
Net Assets	$247,470

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$111,375

Expenses

$87,935

Net Income

$23,440

Net Assets

$210,440

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$111,360	100.0%
Interest Revenue	$0
Dividends	$15	0.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,590	93.9%
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	$266,015
Total Liabilities	$55,575
Net Assets	$210,440

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$198,513

Expenses

$58,320

Net Income

$140,193

Net Assets

$187,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$198,507	100.0%
Interest Revenue	$0
Dividends	$6	0.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,855	87.2%
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	$242,575
Total Liabilities	$55,575
Net Assets	$187,000

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$11

Expenses

$60,510

Net Income

-$60,499

Net Assets

$46,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,650	92.0%
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	$99,382
Total Liabilities	$52,575
Net Assets	$46,807

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Stephen And Jean Roth Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $335k (2024)

Expenses $191k (2024)

Total Assets $1.44M (2024)

Total Liabilities $56.1k (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

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$335k (2024)

Expenses

$191k (2024)

Total Assets

$1.44M (2024)

Total Liabilities

$56.1k (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.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001