Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE JERRY D ROUTH & CHERYL SAWATZKE ROUTH FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)133 AUGUSTA STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HENDERSON, NV89074
A Employer identification number

30-0108286
B Telephone number (see instructions)

(702) 837-6345
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,453,213J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 50,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 35,694 35,694  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 205,470
b Gross sales price for all assets on line 6a 749,644
7 Capital gain net income (from Part IV, line 2)... 205,470
8 Net short-term capital gain......... 11
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment 1,318 1,318  
12 Total. Add lines 1 through 11........ 292,482 242,482 11
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 200 200    
b Accounting fees (attach schedule)....... Click to see attachment 2,175 2,175    
c Other professional fees (attach schedule).... 0      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 514 514    
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,389 1,389    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,278 4,278   0
25 Contributions, gifts, grants paid....... 50,000 50,000
26 Total expenses and disbursements. Add lines 24 and 25 54,278 4,278   50,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 238,204
b Net investment income (if negative, enter -0-) 238,204
c Adjusted net income (if negative, enter -0-)... 11
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 17,744 60,065 60,065
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,005,965 Click to see attachment1,198,288 1,393,148
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,023,709 1,258,353 1,453,213
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,023,709 1,258,353
29 Total net assets or fund balances (see instructions)..... 1,023,709 1,258,353
30 Total liabilities and net assets/fund balances (see instructions). 1,023,709 1,258,353
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,023,709
2
Enter amount from Part I, line 27a .....................
2
238,204
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,261,913
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,560
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,258,353
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a LONG-TERM CAPITAL GAINS DISTRIBUTIONS P 2019-01-01 2020-12-31
b OCCIDENTAL PETE CORPWTS EXP P 2020-08-03 2020-11-30
c VEREIT INC P 2020-11-30 2020-12-22
d ALCON INC P 2011-04-12 2020-11-30
e ALLIANZGI DIVIDEND INT & PRMIU COM P 2010-03-16 2020-11-30
AMERICAN ELEC PWR COINC COM P 2010-05-27 2020-11-30
BHP GROUP PLC SPON ADS P 2014-10-30 2020-11-30
CATERPILLAR INC P 2010-11-23 2020-11-30
CHEVRON CORP P 2014-05-05 2020-11-30
CHS INC P 2014-10-30 2020-11-30
CHUBB LIMITED COM P 2010-10-15 2020-11-30
COCA-COLA CO P 2010-12-20 2020-11-30
CSX CORP COM P 2010-12-27 2020-11-30
DIAGEO ADR P 2014-10-30 2020-11-30
EATON VANCE TAX-MANAGED GLOBAL P 2011-01-10 2020-11-30
FORD MTR CO P 2014-05-05 2020-11-30
GENERAL ELECTRIC CO P 2010-05-26 2020-11-30
ILLINOIS TOOL WORKS INC P 2010-11-30 2020-11-30
INVESCO EXCH TRADED FD TR II EMRNG MKTS P 2011-12-06 2020-11-30
JOHNSON & JOHNSON CO P 2011-08-29 2020-11-30
LUMEN TECHNOLOGIES INC P 2011-08-02 2020-11-30
MCDONALDS CORP P 2008-05-13 2020-11-30
MEDTRONIC PLC P 2015-01-27 2020-11-30
MERCK & CO INC P 2014-10-30 2020-11-30
MICROSOFT CORP P 2009-11-09 2020-11-30
NOVARTIS AG SPONSORED ADR P 2011-04-12 2020-11-30
OCCIDENTAL PETE CORP P 2010-02-10 2020-11-30
PEOPLES UNITED FINANCIAL INC P 2011-01-31 2020-11-30
PEPSICO INC P 2009-11-09 2020-11-30
PFIZER INC P 2010-02-01 2020-11-30
PPL CORP COM P 2011-07-12 2020-11-30
PROCTER AND GAMBLE CO COM P 2014-05-05 2020-11-30
PRUDENTIAL FINANCIAL INC P 2010-12-01 2020-11-30
ROGERS COMMUNICATIONS INC P 2014-10-30 2020-11-30
SANOFI ADR REP P 2011-05-12 2020-11-30
SPDR SER TR BLOOMBERG BRCLYS P 2011-12-06 2020-11-30
TAPESTRY INC P 2014-05-05 2020-11-30
TUPPERWARE BRANDS CORP P 2009-11-09 2020-11-30
U.S. BANCORP P 2015-10-16 2020-11-30
VANGUARD WHITEHALL FDS HIGH DIV YLD P 2013-01-11 2020-11-30
VODAFONE GROUP SPON ADR P 2014-10-30 2020-11-30
WABTEC COM P 2019-02-26 2020-11-30
WALMART INC P 2015-10-16 2020-11-30
WELLS FARGO CO P 2015-10-16 2020-11-30
WISDOMTREE TR INTL EQUITY FD P 2013-11-08 2020-11-30
LONG-TERM CAPITAL GAINS DISTRIBUTIONS P 2019-01-01 2020-12-31
AMERICAN HIGH-INC MUNI BD P 2016-02-05 2020-03-31
AMERICAN LTD TAX-EX BD AMER P 2016-02-05 2020-03-31
AMERN TAX-EX BOND OF AMER P 2016-02-05 2020-03-31
OCCIDENTAL PETE CORPWTS EXP P 2020-08-03 2020-08-06
CALIFORNIA RES CORP P 2010-02-10 2020-11-04
VIATRIS INC P 2010-02-01 2020-11-20
TEMPLETON GLOBAL BOND CLASS A P 2019-01-01 2020-11-20
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 21 0 0 21
b 150 0 139 11
c 22 0 22 0
d 706 0 396 310
e 7,011 0 5,282 1,729
6,839 0 2,564 4,275
17,145 0 19,874 -2,729
13,876 0 7,052 6,824
5,614 0 7,943 -2,329
25,826 0 26,199 -373
16,281 0 6,624 9,657
7,108 0 5,642 1,466
27,232 0 6,429 20,803
57,998 0 43,831 14,167
6,232 0 2,956 3,276
18,700 0 31,027 -12,327
5,854 0 9,701 -3,847
59,475 0 18,321 41,154
10,287 0 10,131 156
18,682 0 10,407 8,275
1,971 0 6,559 -4,588
43,189 0 14,267 28,922
17,818 0 11,880 5,938
18,048 0 13,086 4,962
12,982 0 1,761 11,221
5,082 0 2,896 2,186
3,741 0 19,631 -15,890
8,022 0 8,260 -238
33,794 0 14,930 18,864
17,138 0 7,789 9,349
3,194 0 2,910 284
55,050 0 33,892 21,158
10,054 0 7,160 2,894
16,465 0 13,573 2,892
5,016 0 3,835 1,181
13,978 0 15,140 -1,162
9,205 0 13,454 -4,249
4,287 0 6,055 -1,768
5,243 0 5,069 174
38,384 0 23,640 14,744
6,646 0 13,479 -6,833
220 0 222 -2
50,905 0 20,045 30,860
5,111 0 10,025 -4,914
43,949 0 48,047 -4,098
4,427 0 0 4,427
1,650 0 1,661 -11
1,725 0 1,738 -13
1,625 0 1,613 12
4 0 4 0
0 0 30 -30
14 0 7 7
5,648 0 6,976 -1,328
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 21
b 0 0 0 11
c 0 0 0 0
d 0 0 0 310
e 0 0 0 1,729
0 0 0 4,275
0 0 0 -2,729
0 0 0 6,824
0 0 0 -2,329
0 0 0 -373
0 0 0 9,657
0 0 0 1,466
0 0 0 20,803
0 0 0 14,167
0 0 0 3,276
0 0 0 -12,327
0 0 0 -3,847
0 0 0 41,154
0 0 0 156
0 0 0 8,275
0 0 0 -4,588
0 0 0 28,922
0 0 0 5,938
0 0 0 4,962
0 0 0 11,221
0 0 0 2,186
0 0 0 -15,890
0 0 0 -238
0 0 0 18,864
0 0 0 9,349
0 0 0 284
0 0 0 21,158
0 0 0 2,894
0 0 0 2,892
0 0 0 1,181
0 0 0 -1,162
0 0 0 -4,249
0 0 0 -1,768
0 0 0 174
0 0 0 14,744
0 0 0 -6,833
0 0 0 -2
0 0 0 30,860
0 0 0 -4,914
0 0 0 -4,098
0 0 0 4,427
0 0 0 -11
0 0 0 -13
0 0 0 12
0 0 0 0
0 0 0 -30
0 0 0 7
0 0 0 -1,328
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 205,470
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 11
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,311
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,311
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,311
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 369
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 369 7 369
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 8
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,950
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNV
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletrouthfoundation.org
    14
    The books are in care ofbulletJERRY D ROUTH AND CHERYL SAWATZKE R Telephone no.bullet (702) 837-6345

    Located atbullet133 AUGUSTA STREETHENDERSONNV ZIP+4bullet890741052
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CHERYL SAWATZKE ROUTH PRESIDENT
    1.00     		0 0 0
    133 AUGUSTA STREET
    HENDERSON,NV89074
    TIMOTHY LANE ROUTH TRUSTEE
    1.00     		0 0 0
    133 AUGUSTA STREET
    HENDERSON,NV89074
    KRISTEN LOUISE ROUTH TRUSTEE
    1.00     		0 0 0
    133 AUGUSTA STREET
    HENDERSON,NV89074
    REBECCA SANDERS ROUTH PHD TRUSTEE
    1.00     		0 0 0
    133 AUGUSTA STREET
    HENDERSON,NV89074
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,252,581
    b
    Average of monthly cash balances.......................
    1b
    39,621
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,292,202
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,292,202
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    19,383
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,272,819
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    63,641
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    63,641
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,311
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,311
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    60,330
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    60,330
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    60,330
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    50,000
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    50,000
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    50,000
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 60,330
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 53,200
    b From 2016...... 54,949
    c From 2017...... 115,199
    d From 2018...... 59,700
    e From 2019...... 56,434
    fTotal of lines 3a through e........ 339,482
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 50,000
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus 50,000
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 389,482
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		60,330
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		53,200
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		336,282
    10 Analysis of line 9:
    a Excess from 2016.... 54,949
    b Excess from 2017.... 115,199
    c Excess from 2018.... 59,700
    d Excess from 2019.... 56,434
    e Excess from 2020.... 50,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JERRY D ROUTH AND CHERYL SAWATZKE R
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AUGUSTANA UNIVERSITY
    2001 SOUTH SUMMIT AVE
    SIOUX FALLS,SD57197     		  PUBLIC UNIVERSITY ANNUAL FUND 1,000
    CALIFORNIA LUTHERAN UNIVERSITY
    60 WEST OLSEN RD
    THOUSAND OAKS,CA91360     		  PUBLIC UNIVERSITY ANNUAL FUND 1,000
    COMMUNITY LUTHERAN CHURCH
    3720 E TROPICANA AVE
    LAS VEGAS,NV89121     		  PUBLIC CHARITY BRAODCAST STUDIO PROJECT 20,000
    LUTHERAN SOCIAL SERVICES OF NEVADA
    4323 BOULDER HWY
    LAS VEGAS,NV89121     		  PUBLIC CHARITY FOOD PANTRYCOVID FOOD DISTRIBUTION 12,000
    THE SALVATION ARMY OF SOUTHERN NEVADA
    2900 PALOMINO LANE
    LAS VEGAS,NV89107     		  PUBLIC CHARITY FAMILY SERVICES 5,000
    THREE SQUARE
    4190 N PECOS RD
    LAS VEGAS,NV89115     		  PUBLIC CHARITY COVID EMERGENCY FOOD FUND 5,000
    NAVAJO EVANGELICAL LUTHERAN MISSION
    ONE MISSION LANE
    ROCKPOINT,AZ86545     		  PUBLIC CHARITY ANNUAL FUNDSCHOOL CHROMEBOOK PROJECT 3,000
    PACIFIC LUTHERAN THEOLOGICAL SEMINARY
    2000 CENTER ST 200
    BERKELEY,CA94704     		  PUBLIC CHARITY ANNUAL FUND 1,000
    TRINITY LUTHERAN CHURCH
    BOX 9
    CROFTON,NE68730     		  PUBLIC CHARITY HARVEST FUND 2,000
    Total .................................bullet 3a 50,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 35,694  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 205,470  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aEXEMPT-INTEREST DIVIDENDS     		    14 1,318  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   242,482  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    242,482
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  
    Part VI Line 7 - Tax Paid with the Original Return: 369


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE JERRY D ROUTH & CHERYL SAWATZKE ROUTH FAMILY FOUNDATION
     
    Employer identification number

    30-0108286
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE JERRY D ROUTH & CHERYL SAWATZKE ROUTH FAMILY FOUNDATION
          		Employer identification number
    30-0108286
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    CHERYL ROUTH
    133 AUGUSTA STREET
     
    HENDERSON, NV89074

    		$ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE JERRY D ROUTH & CHERYL SAWATZKE ROUTH FAMILY FOUNDATION
          		Employer identification number

    30-0108286
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE JERRY D ROUTH & CHERYL SAWATZKE ROUTH FAMILY FOUNDATION
          		Employer identification number

    30-0108286
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE JERRY D ROUTH & CHERYL SAWATZKE ROUTH FAMILY FOUNDATION
    EIN:
    30-0108286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    THE BORDELOVE GROUP TAX PREP 2,175 2,175    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    THE JERRY D ROUTH & CHERYL SAWATZKE ROUTH FAMILY FOUNDATION
    EIN:
    30-0108286
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    LONG-TERM CAPITAL GAINS DISTRIBUTIONS 2019-01 Purchased 2020-12   21 0 FMV   21  
    OCCIDENTAL PETE CORP 2020-08 Purchased 2020-11   150 139 FMV   11  
    VEREIT INC 2020-11 Purchased 2020-12   22 22 FMV   0  
    ALCON INC 2011-04 Purchased 2020-11   706 396 FMV   310  
    ALLIANZGI DIVIDEND INT & PRMIU COM 2010-03 Purchased 2020-11   7,011 5,282 FMV   1,729  
    AMERICAN ELEC PWR COINC 2010-05 Purchased 2020-11   6,839 2,564 FMV   4,275  
    BHP GROUP PLC SPON ADS 2014-10 Purchased 2020-11   17,145 19,874 FMV   -2,729  
    CATERPILLAR INC 2010-11 Purchased 2020-11   13,876 7,052 FMV   6,824  
    CHEVRON CORP 2014-05 Purchased 2020-11   5,614 7,943 FMV   -2,329  
    CHS INC 2014-10 Purchased 2020-11   25,826 26,199     -373  
    CHUBB LIMITED COM 2010-10 Purchased 2020-11   16,281 6,624 FMV   9,657  
    COCA-COLA CO 2010-12 Purchased 2020-11   7,108 5,642 FMV   1,466  
    CSX CORP 2010-12 Purchased 2020-11   27,232 6,429 FMV   20,803  
    DIAGEO ADR 2014-10 Purchased 2020-11   57,998 43,831 FMV   14,167  
    EATON VANCE TAX-MANAGED GLOBAL COM 2011-01 Purchased 2020-11   6,232 2,956 FMV   3,276  
    FORD MTR CO DEL COM 2014-05 Purchased 2020-11   18,700 31,027     -12,327  
    GENERAL ELECTRIC CO COM 2010-05 Purchased 2020-11   5,854 9,701 FMV   -3,847  
    ILLINOIS TOOL WORKS INC 2010-11 Purchased 2020-11   59,475 18,321 FMV   41,154  
    INVESCO EXCH TRADED FD TR II EMRNG MKTS 2011-12 Purchased 2020-11   10,287 10,131 FMV   156  
    JOHNSON & JOHNSON COM 2011-08 Purchased 2020-11   18,682 10,407 FMV   8,275  
    LUMEN TECHNOLOGIES INC 2011-08 Purchased 2020-11   1,971 6,559 FMV   -4,588  
    MCDONALDS CORP 2008-05 Purchased 2020-11   43,189 14,267 FMV   28,922  
    MEDTRONIC PLC 2015-01 Purchased 2020-11   17,818 11,880 FMV   5,938  
    MERCK & CO INC 2014-10 Purchased 2020-11   18,048 13,086 FMV   4,962  
    MICROSOFT CORP 2009-11 Purchased 2020-11   12,982 1,761 FMV   11,221  
    NOVAARTIS AG SPONSORED ADR 2011-04 Purchased 2020-11   5,082 2,896 FMV   2,186  
    OCCIDENTAL PETE CORP COM 2010-02 Purchased 2020-11   3,741 19,631 FMV   -15,890  
    PEOPLES UNITED FINANCIAL INC 2011-01 Purchased 2020-11   8,022 8,260 FMV   -238  
    PEPSICO INC 2009-11 Purchased 2020-11   33,794 14,930 FMV   18,864  
    PFIZER INC 2010-02 Purchased 2020-11   17,138 7,789 FMV   9,349  
    PPL CORP COM 2011-07 Purchased 2020-11   3,194 2,910 FMV   284  
    PROCTER AND GAMBLE CO COM 2014-05 Purchased 2020-11   55,050 33,892 FMV   21,158  
    PRUDENTIAL FINANCIAL INC 2010-12 Purchased 2020-11   10,054 7,160 FMV   2,894  
    ROGERS COMMUNICATIONS INC 2014-10 Purchased 2020-11   16,465 13,573 FMV   2,892  
    SANOFI ADR REP 2011-05 Purchased 2020-11   5,016 3,835 FMV   1,181  
    SPDR SER TR BLOOMBERG BRCLYS 2011-12 Purchased 2020-11   13,978 15,140 FMV   -1,162  
    TAPESTRY INC 2014-05 Purchased 2020-11   9,205 13,454 FMV   -4,249  
    TUPPERWARE BRANDS CORP 2009-11 Purchased 2020-11   4,287 6,055 FMV   -1,768  
    U.S. BANCORP 2015-10 Purchased 2020-11   5,243 5,069 FMV   174  
    VANGUARD WHITEHALL FDS HIGH DIV YLD 2013-01 Purchased 2020-11   38,384 23,640 FMV   14,744  
    VODAFONE GROUP SPON ADR 2014-10 Purchased 2020-11   6,646 13,479 FMV   -6,833  
    WABTEC COM 2019-02 Purchased 2020-11   220 222 FMV   -2  
    WALMART INC 2015-10 Purchased 2020-11   50,905 20,045 FMV   30,860  
    WELLS FARGO CO 2015-10 Purchased 2020-11   5,111 10,025 FMV   -4,914  
    WISDOMTREE TR INTL EQUITY FD 2013-11 Purchased 2020-11   43,949 48,047 FMV   -4,098  
    LONG-TERM CAPITAL GAINS DISTRIBUTIONS 2019-01 Purchased 2020-12   4,427 0 FMV   4,427  
    AMERICAN HIGH-INC MUNI BD 2016-02 Purchased 2020-03   1,650 1,661 FMV   -11  
    AMERICAN LTD TAX-EX BD AMER 2016-02 Purchased 2020-03   1,725 1,738 FMV   -13  
    AMERN TAX-EX BOND OF AMER 2016-02 Purchased 2020-03   1,625 1,613 FMV   12  
    OCCIDENTAL PETE CORPWTS EXP 2020-08 Purchased 2020-08   4 4 FMV   0  
    CALIFORNIA RES CORP 2010-02 Purchased 2020-11   0 30 FMV   -30  
    VIATRIS INC 2010-02 Purchased 2020-11   14 7 FMV   7  
    TEMPLETON GLOBAL BOND CLASS A 2019-01 Purchased 2020-11   5,648 6,976     -1,328  

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE JERRY D ROUTH & CHERYL SAWATZKE ROUTH FAMILY FOUNDATION
    EIN:
    30-0108286
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 15,305 15,382
    ABBVIE INC 9,651 27,002
    ACCENTURE PLC 17,875 18,807
    ACHER-DANIELS-MIDLA ND CO 1,043 1,059
    AGNC INVT CORP COM 3,645 3,713
    ALPHABET INC 5,292 5,256
    AMERICAN AMCAP A 15,616 22,781
    AMERICAN BALANCED A 18,431 22,948
    AMERICAN CAP INC BUILDER A 17,830 19,823
    AMERICAN CAP WRLD GRW & INC A 14,902 20,318
    AMERICAN ELEC PWR CO 2,976 7,827
    AMERICAN EUROPACIFIC GROWTH A 14,223 21,771
    AMERICAN FUNDAMENTAL INV A 17,911 23,599
    AMERICAN GROWTH FD OF AMER A 16,635 26,979
    AMERICAN HIGH-INC MUNI BD A 17,935 18,979
    AMERICAN INC FUND OF AMER A 18,761 21,238
    AMERICAN LTD TAX-EX BD AMER A 18,872 19,249
    AMERICAN NEW ECONOMY A 16,449 26,920
    AMERICAN SMALLCAP WORLD A 15,832 28,600
    AMERICAN WASH MUTUAL INV A 18,894 23,835
    AMERN TAX-EX BOND AMER A 17,393 18,160
    AMGEN INC 2,649 2,759
    ANALOG DEVICES INC 5,401 5,761
    ANNALY CAPITAL MANAGEMENT INC 3,960 4,174
    AT&T INC 29,980 28,990
    AUTOMATIC DATA PROCESSING INC 9,643 9,867
    BEST BUY CO INC 5,235 4,790
    BLACKROCK INC 16,107 16,595
    BLACKSTONE GROUP INC 3,391 3,694
    BRISTOL-MYERS SQUIBB CO 8,484 20,656
    BROADCOM INC 23,143 25,395
    CARDINAL HEALTH INC 4,608 4,553
    CHEVRON CORP 17,009 15,285
    CISCO SYSTEM INC 18,146 27,208
    CITIZENS FINL GROUP INC 4,293 4,649
    CLOROX CO 603 606
    CME GROUP INC 5,560 5,826
    COCA-COLA CO 7,611 14,587
    COMERICA INC 3,403 3,798
    CONSOLIDATED EDISON INC 764 723
    CORNING INC 6,212 6,012
    CROWN CASTLE INTL CORP 11,467 10,984
    CUMMINS INC 6,903 6,813
    DIGITAL REALTY TRUST INC 5,947 6,138
    DOMINION ENERGY INC 11,085 10,603
    DOW INC 7,600 7,881
    DTE ENERGY CO 5,549 5,342
    DUKE ENERGY CORP 11,261 11,170
    EASTMAN CHEM CO 4,233 4,312
    EATON CORP PLC 8,242 8,170
    EDISON INTERNATIONAL 489 503
    ELI LILLY AND CO 15,989 18,572
    EMERSON ELECTRIC CO 8,434 8,841
    ENTERGY CORP 543 499
    EXELON CORP 7,664 7,895
    EXXON MOBIL CORP 41,989 21,517
    FASTENAL COM 5,458 5,420
    FIDELITY NATIONAL FINANCIAL NFN GROUP 1,576 1,720
    FIDELITY NATL INFORMATION SERVICES COM 9,864 9,478
    FIFTH THIRD BANCORP 4,859 5,238
    FIRSTENERGY CORP 2,767 3,214
    GENERAL MILLS INC 2,110 2,058
    GENUINE PARTS CO 878 904
    GILEAD SCIENCES INC 12,209 11,885
    HANESBRANDS INC 37,968 30,020
    HEALTHPEAK PROPERTIES INC 4,210 4,353
    HEWLETT PACKARD ENTERPRISE CO 4,380 4,693
    HOME DEPOT INC 27,358 26,296
    HUBBELL INC 485 470
    INTEL CORP COM 12,029 12,455
    INTERNATIONAL BUS MACH CORP 17,050 16,994
    INTERNATIONAL PAPER CO 5,024 5,022
    INTERPUBLIC GROUP COS INC 2,312 2,423
    INVESCO LTD 3,289 3,486
    IRON MOUNTAIN INC 2,019 2,182
    JPMORGAN CHASE & CO 36,538 39,138
    JUNIPER NETWORKS COM 3,452 3,579
    KEYCORP COM 3,144 3,315
    KINDER MORGAN INC 1,097 1,039
    KLA CORP 7,549 7,767
    KRAFT HEINZ CO 525 555
    LAM RESEARCH CORP 10,892 11,334
    LOWES COMPANIES INC 17,644 18,298
    LYONDELLBASELL INDUSTRIES NV COM 2,299 2,475
    MARATHON PETROLEUM CORP 4,509 4,715
    MARKETAXESS HOLDINGS INC 4,263 4,564
    MASTERCARD INCORPORATED 8,040 8,567
    MAXIM INTEGRATED PRODUCTS COM 5,390 5,762
    MERCK & CO INC 18,720 29,284
    METLIFE INC 7,150 7,230
    MICROSOFT CORP 6,845 55,160
    NEWMONT CORP 8,613 8,804
    NORTONLIFELOCK INC 3,859 4,405
    NVIDIA CORPORATION 37,325 36,554
    ONEOK INC 2,969 3,147
    PACCAR INC 4,428 4,400
    PAYCHEX INC 1,293 1,305
    PNC FINANCIAL SERVICES GROUP COM 4,980 5,364
    PPL CORP 4,879 5,302
    PRICE T ROWE GROUPS COM 5,887 6,207
    PROCTER AND GAMBLE CO COM 4,129 7,514
    PRUDENTIAL FINANCIAL INC 933 1,405
    PUBLIC SVC ENTERPRISE GRP INC 1,869 1,866
    QUALCOMM INC 23,899 24,831
    REGIONS FINANCIAL CORP 4,448 4,643
    SEAGATE TECHNOLOGY PLC 4,324 4,538
    SOUTHERN CO 9,114 9,399
    STEEL DYNAMICS INC 547 553
    STORE CAP CORP 3,456 3,602
    TARGET CORP 13,982 13,769
    TERADYNE INC 4,965 5,395
    TEXAS INSTRUMENTS INC 21,422 21,993
    TRACTOR SUPPLY CO 2,241 2,249
    TRUIST FINL CORP 5,675 5,800
    U.S. BANCORP 4,986 5,544
    UNILEVER PLC SPON ADR 31,093 48,288
    UNITED PARCEL SERVICES INC 18,063 17,850
    UNUM GROUP 1,125 1,147
    VALERO ENERGY CORP 3,932 4,073
    VEREIT INC 682 718
    VERIZON COMMUNICATIONS INC 32,259 33,840
    VIATRIS INC 432 1,031
    VICI PPTYS INC 534 536
    WEC ENERGY GROUP INC 1,330 1,288
    WEST PHARMACEUTICAL SERVICES INC 4,921 5,100
    WESTERN UNION CO 3,743 3,664
    WHIRLPOOL CORP 3,913 3,610
    WILLIAMS COS INC 3,068 2,907

    TY 2020 LegalFeesSchedule
    Name:
    THE JERRY D ROUTH & CHERYL SAWATZKE ROUTH FAMILY FOUNDATION
    EIN:
    30-0108286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AGUIRRE RILEY RESIDENT AGENT 200 200    


    TY 2020 OtherDecreasesSchedule
    Name:
    THE JERRY D ROUTH & CHERYL SAWATZKE ROUTH FAMILY FOUNDATION
    EIN:
    30-0108286
    Description Amount
    OTHER BASIS ADJUSTMENTS 3,560


    TY 2020 OtherExpensesSchedule
    Name:
    THE JERRY D ROUTH & CHERYL SAWATZKE ROUTH FAMILY FOUNDATION
    EIN:
    30-0108286
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNT FEES 1,339 1,339    
    FILING FEE 50 50    


    TY 2020 OtherIncomeSchedule2
    Name:
    THE JERRY D ROUTH & CHERYL SAWATZKE ROUTH FAMILY FOUNDATION
    EIN:
    30-0108286
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EXEMPT-INTEREST DIVIDENDS 1,318 1,318  


    TY 2020 TaxesSchedule
    Name:
    THE JERRY D ROUTH & CHERYL SAWATZKE ROUTH FAMILY FOUNDATION
    EIN:
    30-0108286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 514 514