CHRISTIAN AND KATHARINE ROTH FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CHRISTIAN AND KATHARINE ROTH FAMILY FOUNDATION (EIN 46-2942236)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202403189349102505
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-13T12:56:18-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN854218816PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARTIN DECRUZEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12777 SUMMER STREET SUITE 401AddressLine1Txt
CitySTAMFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06905ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462942236EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHRISTIAN AND KATHARINE ROTHBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHRIBusinessNameControlTxt
Phone2038695061PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 CALHOUN DRIVEAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06831ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHARINE ROTHPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone2038695061PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLYNN BENEDETTO-VETAREPreparerPersonNm
PTINP01300078PTIN
Phone2033277151PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,177,573FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$98,440ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$25,975InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$25,975InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$44,094DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,017DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$80,044NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$98,169GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$80,044CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$709OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$249,262TotalRevAndExpnssAmt
Total Net Invst Incm$143,036TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,250AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,726TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,738OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,738OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,964TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,988TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$69,355ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$69,355ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$82,319TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,988TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$71,605TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$166,943ExcessRevenueOverExpensesAmt
Net Investment Income$134,048NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$203,263CashBOYAmt
Cash EOY$73,498CashEOYAmt
Cash EOYFMV$73,498CashEOYFMVAmt
Rcvbl From Officers BOY$4,037RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$5,816RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$5,816RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$3,131OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$2,641OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$3,131OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$3,131OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$835,334CorporateStockBOYAmt
Corporate Stock EOY$1,043,708CorporateStockEOYAmt
Corporate Stock EOYFMV$1,095,128CorporateStockEOYFMVAmt
Total Assets BOY$1,045,275TotalAssetsBOYAmt
Total Assets EOY$1,126,153TotalAssetsEOYAmt
Total Assets EOYFMV$1,177,573TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,045,275RetainedEarningBOYAmt
Retained Earning EOY$1,126,153RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,045,275TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,126,153TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,045,275TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,126,153TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,045,275TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$166,943ExcessRevenueOverExpensesAmt
Other Increases$1,088OtherIncreasesAmt
Subtotal$1,213,306SubtotalAmt
Other Decreases$87,153OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,126,153TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1000 SHARES MORGAN STANLEYP2012-01-202023-02-21$98,169$18,120$80,049$80,049
GLOBAL ASSET BACKED OP - SEC 1256 - SHORT TERMP-$14-$14
GLOBAL ASSET BACKED OP - SEC 1256 - LONG TERMP-$22-$22
GLOBAL ASSET BACKED OP - SHORT TERMP$47$47
GLOBAL ASSET BACKED OP - LONG TERMP-$16-$16
FieldValueIRS element (for citing)
Capital Gain Net Income$80,044CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,863InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,863SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,863TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,320EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,320TotalPaymentsAndCreditsAmt
Es Penalty$21EsPenaltyAmt
Overpayment$436OverpaymentAmt
Applied To ES Tax$436AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CHRISTIAN G ROTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2038695061PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17 CALHOUN DRIVEAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06831ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHRISTIAN G ROTH IV
7 CALHOUN DRIVEGREENWICHCT06831PRESIDENT1.00$0$0$0
KATHARINE M ROTH
7 CALHOUN DRIVEGREENWICHCT06831SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,010,104AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$84,979AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,095,083TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,095,083AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,426CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,078,657NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,933MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,933MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,863TaxBasedOnInvestmentIncomeAmt
Total Tax$1,863TotalTaxAmt
Distributable Before Adj$52,070DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$52,070DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$52,070DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$71,605ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$71,605QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$52,070DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$67,296ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,848ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,596ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,446ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,554ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$114,740TotalExcessDistributionCyovAmt
Qualifying Distributions$71,605QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$52,070AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,535RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$134,275TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$67,296ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$66,979ExcessDistriCyovToNextYrAmt
Excess From Year4$12,848ExcessFromYear4Amt
Excess From Year3$11,596ExcessFromYear3Amt
Excess From Year2$11,446ExcessFromYear2Amt
Excess From Year1$11,554ExcessFromYear1Amt
Excess From Current Year$19,535ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHRISTIAN G ROTH IVContributingManagerNm
Contributing ManagerKATHARINE M ROTHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOOTHBAY REGION YMCA
261 TOWNSEND AVENUEBOOTHBAY HARBORME04538NONEPUBLICGENERAL FUND CONTRIBUTION$600
BRUNSWICK SCHOOL
100 MAHER AVENUEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$5,056
FOCUS
PO BOX 1027NEW CANAANCT06840NONEPUBLICGENERAL FUND CONTRIBUTION$1,000
GO FUND ME
855 JEFFERSON AVENUE PO BOX 1329REDWOOD CITYCA94063NONEPUBLICGENERAL FUND CONTRIBUTION$105
GREENWICH ACADEMY
200 N MAPLE AVEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$11,000
GREENWICH LIBRARY
101 WEST PUTNAM AVENUEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$250
HARBOR THEATER
PO BOX 507BOOTHBAYME04537NONEPUBLICGENERAL FUND CONTRIBUTION$500
HUMAN RIGHTS WATCH INC
350 FIFTH AVENUE 34TH FLOORNEW YORKNY10118NONEPUBLICGENERAL FUND CONTRIBUTION$2,500
MEALS ON WHEELS
89 MAPLE AVEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$250
PLANNED PARENTHOOD
35 SIXTH STREETSTAMFORDCT06902NONEPUBLICGENERAL FUND CONTRIBUTION$250
ROUNDABOUT THEATER CO
231 WEST 39TH ST SUITE 1200NEW YORKNY10018NONEPUBLICGENERAL FUND CONTRIBUTION$1,740
ST ANNE'S BELFIELD SCHOOL
2132 IVY ROADCHARLOTTESVILLEVA22903NONEPUBLICGENERAL FUND CONTRIBUTION$5,030
UNIVERSITY OF COLORADO FOUNDATION
1800 GRANT STREET SUITE 725DENVERCO80203NONEPUBLICGENERAL FUND CONTRIBUTION$1,050
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA19104NONEPUBLICGENERAL FUND CONTRIBUTION$7,000
WATERSIDE SCHOOL INC
770 PACIFIC STREETSTAMFORDCT06902NONEPUBLICGENERAL FUND CONTRIBUTION$250
WNYC WQXR NJPR
160 VARICK STNEW YORKNY10013NONEPUBLICGENERAL FUND CONTRIBUTION$1,200
KARAM FOUNDATION
2045 W GRAND AVE STE B UNIT 88293CHICAGOIL60612NONEPUBLICGENERAL FUND CONTRIBUTION$261
SOUTHEAST IOWA SYMPHONY ORCHESTRA
PO BOX 271MT PLEASANTIA52641NONEPUBLICGENERAL FUND CONTRIBUTION$500
FRIENDS OF WINDJAMMER DAYS
PO BOX 101BOOTHBAY HARBORME04538NONEPUBLICGENERAL FUND CONTRIBUTION$20,000
GIVEBUTTER
2810 N CHURCH ST 53748WILMINTONDE19802NONEPUBLICGENERAL FUND CONTRIBUTION$110
BOOTHBAY REGION HISTORICAL SOCIETY
PO BOX 272BOOTHBAY HARBORME04538NONEPUBLICGENERAL FUND CONTRIBUTION$500
GREENWICH EMERGENCY MEDICAL SERVICE INC
1111 EAST PUTNAM AVENUERIVERSIDECT06878NONEPUBLICGENERAL FUND CONTRIBUTION$100
CADENCE FOUNDATION
2655 SEELY AVENUESAN JOSECA95134NONEPUBLICGENERAL FUND CONTRIBUTION$10,000
MIDCOAST HUMANE
5 INDUSTRIAL PKWYBRUNSWICKME04011NONEPUBLICGENERAL FUND CONTRIBUTION$103
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$69,355TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,975ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,094ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$80,044ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Unrelated Business Taxbl Incm$709UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$709UnrelatedBusinessTaxblIncmAmt
Exclusion$150,113ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$150,822TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHRISTIAN & KATHARINE ROTHBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17 CALHOUN DRIVEAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06831ZIPCd
FieldValueIRS element (for citing)
Total Contributions$98,440TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1000 SHARES OF MORGAN STANLEYNoncashPropertyDesc
Fair Market Value$98,440FairMarketValueAmt
Received2023-02-10ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,500Amt
Net Investment Income$2,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,250DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DOMESTIC EQUITIES$523,667$516,048
GLOBAL ASSET BACKED OP$317,179$317,179
RECURRENT INVESTMENT ADVISORS$202,862$261,901

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFMV ADJUSTMENTDesc
Amt$87,153Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER COSTSDesc
Revenue And Expenses Per Books$6,738RevenueAndExpensesPerBooksAmt
Net Investment Income$6,738NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$709RevenueAndExpensesPerBooksAmt
Adjusted Net Income$709AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$1,088Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonCHRISTIAN AND KATHARINE ROTHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 CALHOUN DRIVEAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06831ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryESTIMATED TAXES PAIDCategoryTxt
Amt$1,726Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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