2024-11-13T12:56:18-06:00 2023-12-31 854218816 MARTIN DECRUZE 2777 SUMMER STREET SUITE 401 STAMFORD CT 06905 990PF 2023-01-01 462942236 THE CHRISTIAN AND KATHARINE ROTH FAMILY FOUNDATION CHRI 2038695061 7 CALHOUN DRIVE GREENWICH CT 06831 KATHARINE ROTH SECRETARY 2038695061 2024-11-12 1 0 LYNN BENEDETTO-VETARE P01300078 2033277151 2023 2024-10-15 13:58:12Z X 1177573 X 98440 25975 25975 44094 37017 80044 98169 80044 709 0 249262 143036 0 0 0 4500 2250 2250 1726 0 0 6738 6738 0 12964 8988 2250 69355 69355 82319 8988 71605 166943 134048 203263 73498 73498 4037 5816 5816 3131 0 2641 3131 3131 835334 1043708 1095128 1045275 1126153 1177573 0 0 X 0 0 0 0 1045275 1126153 1045275 1126153 1045275 1126153 1045275 166943 1088 1213306 87153 1126153 1000 SHARES MORGAN STANLEY P 2012-01-20 2023-02-21 98169 18120 80049 80049 GLOBAL ASSET BACKED OP - SEC 1256 - SHORT TERM P -14 -14 GLOBAL ASSET BACKED OP - SEC 1256 - LONG TERM P -22 -22 GLOBAL ASSET BACKED OP - SHORT TERM P 47 47 GLOBAL ASSET BACKED OP - LONG TERM P -16 -16 80044 1863 0 1863 0 1863 2320 0 0 0 2320 21 436 436 0 0 0 0 0 0 0 0 0 0 0 1 1 CT PA 1 0 1 0 0 1 N/A CHRISTIAN G ROTH 2038695061 7 CALHOUN DRIVE GREENWICH CT 06831 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTIAN G ROTH IV 7 CALHOUN DRIVE GREENWICH CT 06831 PRESIDENT 1.00 0 0 0 KATHARINE M ROTH 7 CALHOUN DRIVE GREENWICH CT 06831 SECRETARY 2.00 0 0 0 NONE 0 NONE 0 0 1010104 84979 0 1095083 0 0 1095083 16426 1078657 53933 53933 1863 1863 52070 0 52070 0 52070 71605 0 71605 52070 0 0 67296 12848 11596 11446 11554 114740 71605 0 0 0 52070 19535 0 0 134275 0 0 0 0 0 0 67296 66979 12848 11596 11446 11554 19535 CHRISTIAN G ROTH IV KATHARINE M ROTH X BOOTHBAY REGION YMCA 261 TOWNSEND AVENUE BOOTHBAY HARBOR ME 04538 NONE PUBLIC GENERAL FUND CONTRIBUTION 600 BRUNSWICK SCHOOL 100 MAHER AVENUE GREENWICH CT 06830 NONE PUBLIC GENERAL FUND CONTRIBUTION 5056 FOCUS PO BOX 1027 NEW CANAAN CT 06840 NONE PUBLIC GENERAL FUND CONTRIBUTION 1000 GO FUND ME 855 JEFFERSON AVENUE PO BOX 1329 REDWOOD CITY CA 94063 NONE PUBLIC GENERAL FUND CONTRIBUTION 105 GREENWICH ACADEMY 200 N MAPLE AVE GREENWICH CT 06830 NONE PUBLIC GENERAL FUND CONTRIBUTION 11000 GREENWICH LIBRARY 101 WEST PUTNAM AVENUE GREENWICH CT 06830 NONE PUBLIC GENERAL FUND CONTRIBUTION 250 HARBOR THEATER PO BOX 507 BOOTHBAY ME 04537 NONE PUBLIC GENERAL FUND CONTRIBUTION 500 HUMAN RIGHTS WATCH INC 350 FIFTH AVENUE 34TH FLOOR NEW YORK NY 10118 NONE PUBLIC GENERAL FUND CONTRIBUTION 2500 MEALS ON WHEELS 89 MAPLE AVE GREENWICH CT 06830 NONE PUBLIC GENERAL FUND CONTRIBUTION 250 PLANNED PARENTHOOD 35 SIXTH STREET STAMFORD CT 06902 NONE PUBLIC GENERAL FUND CONTRIBUTION 250 ROUNDABOUT THEATER CO 231 WEST 39TH ST SUITE 1200 NEW YORK NY 10018 NONE PUBLIC GENERAL FUND CONTRIBUTION 1740 ST ANNE'S BELFIELD SCHOOL 2132 IVY ROAD CHARLOTTESVILLE VA 22903 NONE PUBLIC GENERAL FUND CONTRIBUTION 5030 UNIVERSITY OF COLORADO FOUNDATION 1800 GRANT STREET SUITE 725 DENVER CO 80203 NONE PUBLIC GENERAL FUND CONTRIBUTION 1050 UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA PA 19104 NONE PUBLIC GENERAL FUND CONTRIBUTION 7000 WATERSIDE SCHOOL INC 770 PACIFIC STREET STAMFORD CT 06902 NONE PUBLIC GENERAL FUND CONTRIBUTION 250 WNYC WQXR NJPR 160 VARICK ST NEW YORK NY 10013 NONE PUBLIC GENERAL FUND CONTRIBUTION 1200 KARAM FOUNDATION 2045 W GRAND AVE STE B UNIT 88293 CHICAGO IL 60612 NONE PUBLIC GENERAL FUND CONTRIBUTION 261 SOUTHEAST IOWA SYMPHONY ORCHESTRA PO BOX 271 MT PLEASANT IA 52641 NONE PUBLIC GENERAL FUND CONTRIBUTION 500 FRIENDS OF WINDJAMMER DAYS PO BOX 101 BOOTHBAY HARBOR ME 04538 NONE PUBLIC GENERAL FUND CONTRIBUTION 20000 GIVEBUTTER 2810 N CHURCH ST 53748 WILMINTON DE 19802 NONE PUBLIC GENERAL FUND CONTRIBUTION 110 BOOTHBAY REGION HISTORICAL SOCIETY PO BOX 272 BOOTHBAY HARBOR ME 04538 NONE PUBLIC GENERAL FUND CONTRIBUTION 500 GREENWICH EMERGENCY MEDICAL SERVICE INC 1111 EAST PUTNAM AVENUE RIVERSIDE CT 06878 NONE PUBLIC GENERAL FUND CONTRIBUTION 100 CADENCE FOUNDATION 2655 SEELY AVENUE SAN JOSE CA 95134 NONE PUBLIC GENERAL FUND CONTRIBUTION 10000 MIDCOAST HUMANE 5 INDUSTRIAL PKWY BRUNSWICK ME 04011 NONE PUBLIC GENERAL FUND CONTRIBUTION 103 69355 0 14 25975 14 44094 18 80044 MISCELLANEOUS 709 709 150113 0 150822 0 0 0 0 0 0 0 0 0 0 X X 1 CHRISTIAN & KATHARINE ROTH 7 CALHOUN DRIVE GREENWICH CT 06831 98440 X 1 1000 SHARES OF MORGAN STANLEY 98440 2023-02-10 ACCOUNTING FEES 4500 2250 2250 DOMESTIC EQUITIES 523667 516048 GLOBAL ASSET BACKED OP 317179 317179 RECURRENT INVESTMENT ADVISORS 202862 261901 FMV ADJUSTMENT 87153 OTHER COSTS 6738 6738 0 MISCELLANEOUS 709 709 UNREALIZED GAIN 1088 CHRISTIAN AND KATHARINE ROTH 7 CALHOUN DRIVE GREENWICH CT 06831 ESTIMATED TAXES PAID 1726 0 0