Lois Roth Foundation

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Foster cross-cultural dialogue through fulbright & academic collaborations, awards for excellence in cultural diplomacy, and awards and support for literature & translation.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 52-1479918) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
71¢ of each $1 spent went to programs.
Run by 11 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $41K a year · 42% of revenue · last 6 filings
A surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
71%
of spending
71% of spending went to programs.
Pt IX · Ln 25 · col B
7.4 mo
of spending, in cash
Plus $1.0M in investments, Pt X · Ln 11–13
7.4 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $16
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
7
of 7 voting members
7 of 7 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$132K
+54% vs prior year
Spent
$77K
To programs
71%
Net assets
$1.1M
By yearFY2020–FY2025
Revenue
$132K
FY2025▲ +54%
Tap a bar for its year
Revenue by fiscal year
FY2020$48K
FY2021$77K
FY2022$100K
FY2023$133K
FY2024$86K
FY2025$132K
Expenses
$77K
FY2025▲ +20%
Tap a bar for its year
Expenses by fiscal year
FY2020$50K
FY2021$35K
FY2022$50K
FY2023$57K
FY2024$64K
FY2025$77K
Net assets
$1.1M
FY2025▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2020$829K
FY2021$1.0M
FY2022$859K
FY2023$970K
FY2024$1.0M
FY2025$1.1M

From the FY2025 Form 990 (year ending June 2025) · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1987.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

71 cents of each dollar spent went to programs.

Program services 71% · $54K Management & general 29% · $22K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Vice-Chair/S
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Lois Roth Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Fosters cross-cultural dialogue through academic collaborations and awards for cultural diplomacy and literature.

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1 program · $54K · in their own filed words · FY2024
01

Awards, project support and collaborative programs build on partnerships with a wide range of not-for-profit and governmental organizations. The lois roth foundation offers annual support for: 1) young scholars and artists (primarily fulbright grantees) in many countries; 2) awards for outstanding literary translations; 3) co-sponsoring…

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 52-1479918) · Dispute this line
$54Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 1 funder$16
Grants paid · 41 grants · $84K · 2019–2024
Unitemized GrantFY2024$3,000
Unitemized GrantFY2024$2,000
Unitemized GrantFY2024$2,000
Unitemized GrantFY2024$2,000
Unitemized GrantFY2024$2,000
Unitemized GrantFY2024$2,000
Unitemized GrantFY2024$1,000
Unitemized GrantFY2023$2,250
Unitemized GrantFY2023$2,000
Unitemized GrantFY2023$2,000
Unitemized GrantFY2023$2,000
Unitemized GrantFY2023$1,500
Unitemized GrantFY2023$1,500
Unitemized GrantFY2022$4,000
Unitemized GrantFY2022$4,000
Unitemized GrantFY2022$3,000
Unitemized GrantFY2022$3,000
Unitemized GrantFY2022$2,000
See all 41 grants →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$132K
Ln 12
Investment incomeLn 3$109K
Gifts and grantsLn 1h$24K
Money outPt IX
$77K
Ln 25
Programscol B$54K
Managementcol C$22K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$47K
Total assetsLn 16$1.1M
LiabilitiesLn 26$0
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$24K
Investment incomeLn 3$109K
Gains on assetsLn 7$85K
Total revenueLn 12$132K
Assets in detailPt X, end of year
CashLn 1$47K
Cash and savings togetherLn 1–2$47K
InvestmentsLn 11–13$1.0M
Total assetsLn 16$1.1M
LiabilitiesLn 26$0
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 611
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3More from this return
Abroad and in kindSch F, M
Grants to other countriesSch F Pt II–III$28K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$27K$47K
InvestmentsLn 11–13$1.0M$1.0M
Total assetsLn 16$1.0M$1.1M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.0M$1.1M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1K$1K
Grants to domestic individualsLn 2$14K$14K
Grants and assistance to foreign recipientsLn 3$32K$32K
Management feesLn 11a$2K$324$2K
Accounting feesLn 11c$5K$5K
Investment management feesLn 11f$8K$8K
Other fees for servicesLn 11g$450$450
Office expensesLn 13$931$275$656
Information technologyLn 14$3K$3K
TravelLn 17$1K$1K
Conferences, conventions and meetingsLn 19$2K$2K
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$5K$5K$1
Total functional expensesLn 25$77K$54K$22K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS May 13, 2026 $132K$77K$56K$1.1M 990 PDF
FY2024Filed with the IRS May 14, 2025 $86K$64K$22K$1.0M 990 PDF
FY2023Filed with the IRS May 13, 2024 $133K$57K$75K$970K 990 PDF
FY2022Filed with the IRS May 15, 2023 $100K$50K$50K$859K 990 PDF
FY2021Filed with the IRS May 11, 2022 $77K$35K$42K$1.0M 990 PDF
FY2020Filed with the IRS May 14, 2021 $48K$50K−$2K$829K 990 PDF

Schedules filed Part IV

A · Public support F · Foreign I · Grants O · Explanations
See the full FY2025 990
Part I · Summary $132,383 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $18,781$23,786
I-9 Program service revenue$0
I-10 Investment incomePrior year $67,269$108,597
I-11 Other revenue$0
I-12 Total revenuePrior year $86,050$132,383
I-13 Grants and similar amounts paidPrior year $43,800$47,800
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $20,254$28,776
I-18 Total expensesPrior year $64,054$76,576
I-19 Revenue less expensesPrior year $21,996$55,807
Part VI · Governance 7 of 7 board members independent, 4 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $132,383 across 5 lines filed
VIII-1f All other contributions, gifts and grants$23,786
VIII-1h Total contributions, gifts and grants$23,786
VIII-3 Investment incomeExcluded from tax $23,549$23,549
VIII-7 Net gain or loss on sales of assetsRelated to mission $57,844 · Excluded from tax $27,204$85,048
VIII-12 Total revenueRelated to mission $57,844 · Excluded from tax $50,753$132,383
Part IX · Statement of functional expenses $76,576 across 13 lines filed
IX-1 Grants to domestic organizationsPrograms $1,300$1,300
IX-2 Grants to domestic individualsPrograms $14,000$14,000
IX-3 Grants and assistance to foreign recipientsPrograms $32,500$32,500
IX-11a Management feesPrograms $324 · Management $1,956$2,280
IX-11c Accounting feesManagement $5,075$5,075
IX-11f Investment management feesManagement $8,398$8,398
IX-11g Other fees for servicesManagement $450$450
IX-13 Office expensesPrograms $275 · Management $656$931
IX-14 Information technologyManagement $2,637$2,637
IX-17 TravelPrograms $1,278$1,278
IX-19 Conferences, conventions and meetingsManagement $2,115$2,115
IX-23 InsuranceManagement $1,017$1,017
IX-24 Other expenses (24a–d)Programs $4,594 · Management $1$4,595
IX-25 Total functional expensesPrograms $54,271 · Management $22,305 · Fundraising $0$76,576
Part X · Balance sheet $1,095,553 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $27,478$47,168
X-11 Publicly traded securitiesStart of year $1,017,986$1,048,385
X-16 Total assetsStart of year $1,045,464$1,095,553
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $1,045,464$1,095,553
X-32 Total net assets or fund balancesStart of year $1,045,464$1,095,553
X-33 Total liabilities and net assetsStart of year $1,045,464$1,095,553
Part XI · Reconciliation of net assets $1,095,553 net assets at year end
XI-1 Total revenue$132,383
XI-2 Total expenses$76,576
XI-3 Revenue less expenses$55,807
XI-4 Net assets at start of year$1,045,464
XI-5 Net unrealized gains (losses) on investments−$5,718
XI-10 Net assets at end of year$1,095,553

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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