Lois Roth Foundation FY2021 filing

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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, FY2021. 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.
59¢ of each $1 spent went to programs.
$2K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
59%
of spending
59% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2K
to officers and key staff · 6% of spending
Pay to officers and key staff is 6% of spending.
Part VII, Section A
37.8 mo
of spending, in cash
Plus $895K in investments, Pt X · Ln 11–13
37.8 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
8
of 8 voting members
8 of 8 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$77K
+60% vs prior year
Spent
$35K
To programs
59%
Net assets
$1.0M
By yearFY2020–FY2025
Revenue
$77K
FY2021▲ +60%
Tap a bar for its year
Revenue by fiscal year
FY2020$48K
FY2021$77K
FY2022$100K
FY2023$133K
FY2024$86K
FY2025$132K
Expenses
$35K
FY2021▼ -30%
Tap a bar for its year
Expenses by fiscal year
FY2020$50K
FY2021$35K
FY2022$50K
FY2023$57K
FY2024$64K
FY2025$77K
Net assets
$1.0M
FY2021▲ +21%
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 FY2021 Form 990 (year ending June 2021) · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

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

59 cents of each dollar spent went to programs.

Program services 59% · $21K Management & general 41% · $14K

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

8 people listed on the 990; $2K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
$1,947Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$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 · $21K · in their own filed words · FY2020
01

Awards, project support and sponsored programs build on close collaborations with a wide range of non-profit organizations. The lois roth endowment offers annual support for 1) young scholars and artists (primarily fulbright grantees) in many countries, 2) awards for excellence in literary translation, 3) co-sponsored international…

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 52-1479918) · Dispute this line
$21Kprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$77K
Ln 12
Investment incomeLn 3$30K
Gifts and grantsLn 1h$27K
Other incomeLn 4–11$20K
Money outPt IX
$35K
Ln 25
Programscol B$21K
Managementcol C$14K
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$111K
Total assetsLn 16$1.0M
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$27K
Investment incomeLn 3$30K
Other incomeLn 4–11$20K
Gains on assetsLn 7$20K
Total revenueLn 12$77K
Assets in detailPt X, end of year
CashLn 1$111K
Cash and savings togetherLn 1–2$111K
InvestmentsLn 11–13$895K
Total assetsLn 16$1.0M
LiabilitiesLn 26$0
Net assetsLn 32$1.0M
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$8K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$98K$111K
InvestmentsLn 11–13$732K$895K
Total assetsLn 16$829K$1.0M
LiabilitiesLn 26$0$0
Net assetsLn 32$829K$1.0M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$10K$10K
Grants and assistance to foreign recipientsLn 3$8K$8K
Management feesLn 11a$3K$3K
Accounting feesLn 11c$1K$1K
Investment management feesLn 11f$7K$7K
Office expensesLn 13$4K$3K$1K
Information technologyLn 14$420$420
TravelLn 17$100$100
InsuranceLn 23$985$985
Other expenses (24a–d)Ln 24$103$16$87
Total functional expensesLn 25$35K$21K$14K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled 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
FY2021 ViewingFiled 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 I · Grants O · Explanations
See the full FY2021 990
Part I · Summary $77,162 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $22,302$27,334
I-9 Program service revenue$0
I-10 Investment incomePrior year $24,949$49,828
I-11 Other revenuePrior year $839$0
I-12 Total revenuePrior year $48,090$77,162
I-13 Grants and similar amounts paidPrior year $28,420$17,750
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $21,922$17,344
I-18 Total expensesPrior year $50,342$35,094
I-19 Revenue less expensesPrior year −$2,252$42,068
Part VI · Governance 8 of 8 board members independent, 4 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $77,162 across 5 lines filed
VIII-1f All other contributions, gifts and grants$27,334
VIII-1h Total contributions, gifts and grants$27,334
VIII-3 Investment incomeRelated to mission $30,284$30,284
VIII-7 Net gain or loss on sales of assetsRelated to mission $19,544$19,544
VIII-12 Total revenueRelated to mission $49,828$77,162
Part IX · Statement of functional expenses $35,094 across 10 lines filed
IX-2 Grants to domestic individualsPrograms $9,750$9,750
IX-3 Grants and assistance to foreign recipientsPrograms $8,000$8,000
IX-11a Management feesManagement $2,725$2,725
IX-11c Accounting feesManagement $1,350$1,350
IX-11f Investment management feesManagement $7,176$7,176
IX-13 Office expensesPrograms $3,068 · Management $1,417$4,485
IX-14 Information technologyManagement $420$420
IX-17 TravelManagement $100$100
IX-23 InsuranceManagement $985$985
IX-24 Other expenses (24a–d)Programs $16 · Management $87$103
IX-25 Total functional expensesPrograms $20,834 · Management $14,260 · Fundraising $0$35,094
Part X · Balance sheet $1,005,224 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $97,606$110,577
X-11 Publicly traded securitiesStart of year $731,651$894,647
X-16 Total assetsStart of year $829,257$1,005,224
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $829,257$1,005,224
X-32 Total net assets or fund balancesStart of year $829,257$1,005,224
X-33 Total liabilities and net assetsStart of year $829,257$1,005,224
Part XI · Reconciliation of net assets $1,005,224 net assets at year end
XI-1 Total revenue$77,162
XI-2 Total expenses$35,094
XI-3 Revenue less expenses$42,068
XI-4 Net assets at start of year$829,257
XI-5 Net unrealized gains (losses) on investments$133,899
XI-10 Net assets at end of year$1,005,224

Form 990 e-file FY2021 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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