CHRISTIAN AND KATHARINE ROTH FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CHRISTIAN AND KATHARINE ROTH FAMILY FOUNDATION (EIN 46-2942236)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-08
IRS object ID
202233129349101828
Schema version
2021v4.2
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)
Return2022-11-08T13:46:26-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-11-07SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHLEEN M DECRUZEPreparerPersonNm
PTINP00468653PTIN
Phone2033277151PhoneNum
Preparation2022-11-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$960,796FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$92,898ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$16,673InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16,673InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$50,366DividendsRevAndExpnssAmt
Dividends Net Invst Incm$50,366DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$143,892NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$169,466GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$143,892CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$656OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$304,485TotalRevAndExpnssAmt
Total Net Invst Incm$210,931TotalNetInvstIncmAmt
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$3,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$75InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$5,903TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,813OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,891TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,100TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$57,238ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$57,238ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$69,129TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,100TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$57,238TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$235,356ExcessRevenueOverExpensesAmt
Net Investment Income$207,831NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$86,130CashBOYAmt
Cash EOY$159,497CashEOYAmt
Cash EOYFMV$159,497CashEOYFMVAmt
Corporate Stock BOY$747,555CorporateStockBOYAmt
Corporate Stock EOY$801,299CorporateStockEOYAmt
Corporate Stock EOYFMV$801,299CorporateStockEOYFMVAmt
Total Assets BOY$833,685TotalAssetsBOYAmt
Total Assets EOY$960,796TotalAssetsEOYAmt
Total Assets EOYFMV$960,796TotalAssetsEOYFMVAmt
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$833,685RetainedEarningBOYAmt
Retained Earning EOY$960,796RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$833,685TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$960,796TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$833,685TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$960,796TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$833,685TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$235,356ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,069,041SubtotalAmt
Other Decreases$108,245OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$960,796TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
650 SHARES MORGAN STANLEYP2012-12-272021-01-26$92,389$11,813$80,576$80,576
1000 SHARES MORGAN STANLEYP2012-07-312021-02-23$77,077$13,761$63,316$63,316
FieldValueIRS element (for citing)
Capital Gain Net Income$143,892CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,889InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,889SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,889TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,240EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,240TotalPaymentsAndCreditsAmt
Es Penalty$29EsPenaltyAmt
Overpayment$1,322OverpaymentAmt
Applied To ES Tax$1,322AppliedToESTaxAmt
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$808,539AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$179,914AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$988,453TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$988,453AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,827CashDeemedCharitableAmt
Net Vl Noncharitable Assets$973,626NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,681MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,681MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,889TaxBasedOnInvestmentIncomeAmt
Total Tax$2,889TotalTaxAmt
Distributable Before Adj$45,792DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$45,792DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$45,792DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$57,238ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$57,238QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,792DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$26,740ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$18,316ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$67,296ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,848ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,596ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$136,796TotalExcessDistributionCyovAmt
Qualifying Distributions$57,238QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$45,792AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,446RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$148,242TotalCorpusAmt
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$26,740ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$121,502ExcessDistriCyovToNextYrAmt
Excess From Year4$18,316ExcessFromYear4Amt
Excess From Year3$67,296ExcessFromYear3Amt
Excess From Year2$12,848ExcessFromYear2Amt
Excess From Year1$11,596ExcessFromYear1Amt
Excess From Current Year$11,446ExcessFromCurrentYearAmt

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 (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACO FOUNDATION
905 RIDGE ROADMUNSTERIN46321NONEPUBLICGENERAL FUND CONTRIBUTION$274
AOPA FOUNDATION
421 AVIATION WAYFREDERICKMD21701NONEPUBLICGENERAL FUND CONTRIBUTIONGENERAL FUND CONTRIBUTION$100
BOOTHBAY REGION YMCA
261 TOWNSEND AVENUEBOOTHBAY HARBORME04538NONEPUBLICGENERAL FUND CONTRIBUTION$500
BRUNSWICK SCHOOL
100 MAHER AVENUEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$10,376
CAMP O-AT-KA INC
593 SEBAGO ROADSEBAGOME04029NONEPUBLICGENERAL FUND CONTRIBUTION$2,500
COASTAL MAINE BOTANICAL
132 BOTANICAL GARDENS DRIVEBOOTHBAYME04537NONEPUBLICGENERAL FUND CONTRIBUTION$200
FOCUS
PO BOX 1027NEW CANAANCT06840NONEPUBLICGENERAL FUND CONTRIBUTION$250
GO FUND ME
855 JEFFERSON AVENUE PO BOX 1329REDWOOD CITYCA94063NONEPUBLICGENERAL FUND CONTRIBUTION$250
GOOD SHEPHERD FOOD BANK
PO BOX 1807AUBURNME04211NONEPUBLICGENERAL FUND CONTRIBUTION$2,500
GREENWICH ACADEMY
200 N MAPLE AVEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$23,445
HORIZONS AT BRUNSWICK
100 MAHER AVENUEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$500
JDRF INTERNATIONAL
200 VESEY STREET 28TH FLOORNEW YORKNY10281NONEPUBLICGENERAL FUND CONTRIBUTION$120
MEALS ON WHEELS
89 MAPLE AVEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$250
MILL RIVER PARK
1050 WASHINGTON BLVDSTAMFORDCT06901NONEPUBLICGENERAL FUND CONTRIBUTION$1,010
MSK
885 2ND AVE 7TH FLOORNEW YORKNY10017NONEPUBLICGENERAL FUND CONTRIBUTION$250
OLIVER HAZARD PERRY
11A BRIDGE STREETNEWPORTRI02840NONEPUBLICGENERAL FUND CONTRIBUTION$250
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
TEAM CMMD
750 WEST LINCOLN HWYEXTONPA19341NONEPUBLICGENERAL FUND CONTRIBUTION$100
THE PUBLIC THEATER
425 LAFAYETTE STREETNEW YORKNY10003NONEPUBLICGENERAL FUND CONTRIBUTION$100
UNIVERSITY OF COLORADO FOUNDATION
1800 GRANT STREET SUITE 725DENVERCO80203NONEPUBLICGENERAL FUND CONTRIBUTION$2,500
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA19104NONEPUBLICGENERAL FUND CONTRIBUTION$5,000
WATERSIDE SCHOOL INC
770 PACIFIC STREETSTAMFORDCT06902NONEPUBLICGENERAL FUND CONTRIBUTION$250
WNYC WQXR NJPR
160 VARICK STNEW YORKNY10013NONEPUBLICGENERAL FUND CONTRIBUTION$650
YMCA OF GREENWICH
50 E PUTNAM AVEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$863
GREENWICH LIBRARY
101 WEST PUTNAM AVENUEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$57,238TotalGrantOrContriPdDurYrAmt
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$16,673ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,366ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$143,892ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Unrelated Business Taxbl Incm$656UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$656UnrelatedBusinessTaxblIncmAmt
Exclusion$210,931ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$211,587TotalIncomeProducingActyAmt

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$92,898TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property650 SHARES OF APPLE STOCKNoncashPropertyDesc
Fair Market Value$92,898FairMarketValueAmt
Received2021-01-25ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,100Amt
Net Investment Income$3,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DOMESTIC EQUITIES$335,851$335,851
GLOBAL ASSET BACKED OP$299,367$299,367
RECURRENT INVESTMENT ADVISORS$166,081$166,081

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN/LOSS$108,244
ROUNDING$1

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER COSTSDesc
Revenue And Expenses Per Books$2,813RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$656RevenueAndExpensesPerBooksAmt
Adjusted Net Income$656AdjustedNetIncomeAmt

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$5,903Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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