CHRISTIAN AND KATHARINE ROTH FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CHRISTIAN AND KATHARINE ROTH FAMILY FOUNDATION (EIN 46-2942236)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202323189349105342
Schema version
2022v5.0
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)
Return2023-11-14T17:07:40-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATHARINEPersonFirstNm
Person LastROTHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHLEEN M DECRUZEPreparerPersonNm
PTINP00468653PTIN
Phone2033277151PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,009,542FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$105,504ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$18,515InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18,515InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$39,020DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,275DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$144,564NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$190,756GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$144,564CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$440OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$308,043TotalRevAndExpnssAmt
Total Net Invst Incm$196,354TotalNetInvstIncmAmt
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$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,750AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,598TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$27,690OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$27,690OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32,788TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$29,440TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$57,184ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$57,184ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$89,972TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$29,440TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$58,934TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$218,071ExcessRevenueOverExpensesAmt
Net Investment Income$166,914NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$159,497CashBOYAmt
Cash EOY$203,263CashEOYAmt
Cash EOYFMV$203,263CashEOYFMVAmt
Rcvbl From Officers EOY$4,037RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$4,037RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$2,641OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$2,641OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$2,641OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$801,299CorporateStockBOYAmt
Corporate Stock EOY$835,334CorporateStockEOYAmt
Corporate Stock EOYFMV$799,601CorporateStockEOYFMVAmt
Total Assets BOY$960,796TotalAssetsBOYAmt
Total Assets EOY$1,045,275TotalAssetsEOYAmt
Total Assets EOYFMV$1,009,542TotalAssetsEOYFMVAmt
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$960,796RetainedEarningBOYAmt
Retained Earning EOY$1,045,275RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$960,796TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,045,275TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$960,796TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,045,275TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$960,796TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$218,071ExcessRevenueOverExpensesAmt
Other Increases$35,733OtherIncreasesAmt
Subtotal$1,214,600SubtotalAmt
Other Decreases$169,325OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,045,275TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2000 CORNING SHARES MORGAN STANLEYP2016-12-152022-02-03$85,396$48,480$36,916$36,916
600 APPLE SHARES MORGAN STANLEYP2012-12-272022-02-09$105,360$10,905$94,455$94,455
GLOBAL ASSET BACKED OP - SHORT TERMP$10,891$10,891
GLOBAL ASSET BACKED OP - LONG TERMP$1,314$1,314
GLOBAL ASSET BACKED OP - SEC 1256 - SHORT TERMP$395$395
GLOBAL ASSET BACKED OP - SEC 1256 - LONG TERMP$593$593
FieldValueIRS element (for citing)
Capital Gain Net Income$144,564CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,320InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,320SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,320TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,920EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,920TotalPaymentsAndCreditsAmt
Es Penalty$6EsPenaltyAmt
Overpayment$594OverpaymentAmt
Applied To ES Tax$594AppliedToESTaxAmt
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$795,110AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$214,025AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,009,135TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,009,135AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,137CashDeemedCharitableAmt
Net Vl Noncharitable Assets$993,998NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,700MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,700MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,320TaxBasedOnInvestmentIncomeAmt
Total Tax$2,320TotalTaxAmt
Distributable Before Adj$47,380DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$47,380DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$47,380DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$58,934ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$58,934QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,380DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$18,316ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$67,296ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,848ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,596ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,446ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$121,502TotalExcessDistributionCyovAmt
Qualifying Distributions$58,934QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$47,380AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,554RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$133,056TotalCorpusAmt
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$18,316ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$114,740ExcessDistriCyovToNextYrAmt
Excess From Year4$67,296ExcessFromYear4Amt
Excess From Year3$12,848ExcessFromYear3Amt
Excess From Year2$11,596ExcessFromYear2Amt
Excess From Year1$11,446ExcessFromYear1Amt
Excess From Current Year$11,554ExcessFromCurrentYearAmt

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 (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABILIS INC
50 GLENVILLE STGREENWICHCT06831NONEPUBLICGENERAL FUND CONTRIBUTION$100
AOPA FOUNDATION
421 AVIATION WAYFREDERICKMD21701NONEPUBLICGENERAL FUND CONTRIBUTION$100
BATON ROUGE HIGH SCHOOL FOUNDATION
PO BOX 80454BATON ROUGELA70898NONEPUBLICGENERAL FUND CONTRIBUTION$500
BBH CRC
140 BROADWAY TAX 4THNEW YORK CITYNY10005NONEPUBLICGENERAL FUND CONTRIBUTION$500
BHY FOUNDATION
2 MALKA WAYLAKEWOODNJ08701NONEPUBLICGENERAL FUND CONTRIBUTION$547
BIGELOW LABORATORY FOR OCEAN SCIENCES
60 BIGELOW DRIVEEAST BOOTHBAYME04544NONEPUBLICGENERAL FUND CONTRIBUTION$250
BOOTHBAY REGION YMCA
261 TOWNSEND AVENUEBOOTHBAY HARBORME04538NONEPUBLICGENERAL FUND CONTRIBUTION$500
BOSTON CHILDRENS HEART FOUNDATION
300 LONGWOOD AVEBOSTONMA02115NONEPUBLICGENERAL FUND CONTRIBUTION$326
BRUNSWICK SCHOOL
100 MAHER AVENUEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$10,250
COASTAL MAINE BOTANICAL
132 BOTANICAL GARDENS DRIVEBOOTHBAYME04537NONEPUBLICGENERAL FUND CONTRIBUTION$200
EMPOWER HER NETWORK INC
8 NORTH RLDGE LANENEW LONDONCT06320NONEPUBLICGENERAL FUND CONTRIBUTION$263
FOCUS
PO BOX 1027NEW CANAANCT06840NONEPUBLICGENERAL FUND CONTRIBUTION$500
GIRLS EDUCATIONAL AND MENTORING SERVICES INC
201 W 148TH STREET GROUND FLOORNEW YORKNY10039NONEPUBLICGENERAL FUND CONTRIBUTION$100
GLENVILLE VOLUNTEER FIRE COMPANY INC
266 GLENVILLE RDGREENWICHCT06831NONEPUBLICGENERAL FUND CONTRIBUTION$100
GO FUND ME
855 JEFFERSON AVENUE PO BOX 1329REDWOOD CITYCA94063NONEPUBLICGENERAL FUND CONTRIBUTION$250
GOOD SHEPHERD FOOD BANK
PO BOX 1807AUBURNME04211NONEPUBLICGENERAL FUND CONTRIBUTION$2,605
GREENWICH ACADEMY
200 N MAPLE AVEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$10,000
GREENWICH LIBRARY
101 WEST PUTNAM AVENUEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$250
HARBOR THEATER
PO BOX 507BOOTHBAYME04537NONEPUBLICGENERAL FUND CONTRIBUTION$500
HORIZONS AT BRUNSWICK
100 MAHER AVENUEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$523
HUMAN RIGHTS WATCH INC
350 FIFTH AVENUE 34TH FLOORNEW YORKNY10118NONEPUBLICGENERAL FUND CONTRIBUTION$2,500
KEEPERS OF THE BURNT ISLAND LIGHT
PO BOX 738BOOTHBAY HARBORME04538NONEPUBLICGENERAL FUND CONTRIBUTION$250
MEALS ON WHEELS
89 MAPLE AVEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$250
NEW YORK PUBLIC RADIO
160 VARICK STREET 9TH FLOORNEW YORKNY10013NONEPUBLICGENERAL FUND CONTRIBUTION$300
OLIVER HAZARD PERRY
11A BRIDGE STREETNEWPORTRI02840NONEPUBLICGENERAL FUND CONTRIBUTION$250
PARISH OF CHRIST CHURCH
254 EAST PUTNAM AVENUEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$500
PLANNED PARENTHOOD
35 SIXTH STREETSTAMFORDCT06902NONEPUBLICGENERAL FUND CONTRIBUTION$300
REBECCA SATTERLEE ROBBINS SCHOLARSHIP FUND
70 AUDUBON STREETNEW HAVENCT06510NONEPUBLICGENERAL FUND CONTRIBUTION$100
RON BROWN SCHOLAR FUND
485 HILLSDALE DRIVE SUITE 206CHARLOTTESVILLEVA22901NONEPUBLICGENERAL FUND CONTRIBUTION$103
ROUNDABOUT THEATER CO
231 WEST 39TH ST SUITE 1200NEW YORKNY10018NONEPUBLICGENERAL FUND CONTRIBUTION$1,250
ST ANNE'S BELFIELD SCHOOL
2132 IVY ROADCHARLOTTESVILLEVA22903NONEPUBLICGENERAL FUND CONTRIBUTION$3,000
SWEET BRIAR COLLEGE
134 CHAPEL RDSWEET BRIARVA24595NONEPUBLICGENERAL FUND CONTRIBUTION$500
TELEMACHUS NETWORK
21 DEMPSEY LANEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$100
THE FLAGSHIP NIAGARA LEAGUE
150 EAST FRONT ST SUITE 100ERIEPA16507NONEPUBLICGENERAL FUND CONTRIBUTION$107
THE PUBLIC THEATER
425 LAFAYETTE STREETNEW YORKNY10003NONEPUBLICGENERAL FUND CONTRIBUTION$100
UNIVERSITY OF COLORADO FOUNDATION
1800 GRANT STREET SUITE 725DENVERCO80203NONEPUBLICGENERAL FUND CONTRIBUTION$10,500
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$900
WOUNDED WARRIOR PROJECT
370 7TH AVE SUITE 1802NEW YORKNY10001NONEPUBLICGENERAL FUND CONTRIBUTION$50
YMCA OF GREENWICH
50 E PUTNAM AVEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$510
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$57,184TotalGrantOrContriPdDurYrAmt
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$18,515ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,020ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$144,564ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Unrelated Business Taxbl Incm$440UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$440UnrelatedBusinessTaxblIncmAmt
Exclusion$202,099ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$202,539TotalIncomeProducingActyAmt

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$105,504TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property600 SHARES OF APPLE STOCKNoncashPropertyDesc
Fair Market Value$105,504FairMarketValueAmt
Received2022-02-02ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,500Amt
Net Investment Income$1,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,750DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DOMESTIC EQUITIES$349,021$275,439
GLOBAL ASSET BACKED OP$299,766$299,766
RECURRENT INVESTMENT ADVISORS$186,547$224,396

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$169,325Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER COSTSDesc
Revenue And Expenses Per Books$27,690RevenueAndExpensesPerBooksAmt
Net Investment Income$27,690NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$440RevenueAndExpensesPerBooksAmt
Adjusted Net Income$440AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescFMV ADJUSTMENTDesc
Amt$35,733Amt

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$1,598Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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