2022-11-08T13:46:26-06:00 2021-12-31 854218816 MARTIN DECRUZE 2777 SUMMER STREET SUITE 401 STAMFORD CT 06905 990PF 2021-01-01 462942236 THE CHRISTIAN AND KATHARINE ROTH FAMILY FOUNDATION CHRI 2038695061 7 CALHOUN DRIVE GREENWICH CT 06831 KATHARINE ROTH SECRETARY 2038695061 2022-11-07 1 KATHARINE ROTH XXX-XX-XXXX KATHLEEN M DECRUZE P00468653 2033277151 2022-11-07 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 960796 X 92898 16673 16673 50366 50366 143892 169466 143892 656 0 304485 210931 0 0 0 3100 3100 0 75 0 0 5903 0 0 2813 0 0 11891 3100 0 57238 57238 69129 3100 57238 235356 207831 86130 159497 159497 747555 801299 801299 833685 960796 960796 0 0 X 0 0 0 0 833685 960796 833685 960796 833685 960796 833685 235356 0 1069041 108245 960796 650 SHARES MORGAN STANLEY P 2012-12-27 2021-01-26 92389 11813 80576 80576 1000 SHARES MORGAN STANLEY P 2012-07-31 2021-02-23 77077 13761 63316 63316 143892 2889 0 2889 0 2889 4240 0 0 0 4240 29 1322 1322 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 808539 179914 0 988453 0 0 988453 14827 973626 48681 48681 2889 2889 45792 0 45792 0 45792 57238 0 57238 45792 0 0 26740 18316 67296 12848 11596 136796 57238 0 0 0 45792 11446 0 0 148242 0 0 0 0 0 0 26740 121502 18316 67296 12848 11596 11446 CHRISTIAN G ROTH IV KATHARINE M ROTH X ACO FOUNDATION 905 RIDGE ROAD MUNSTER IN 46321 NONE PUBLIC GENERAL FUND CONTRIBUTION 274 AOPA FOUNDATION 421 AVIATION WAY FREDERICK MD 21701 NONE PUBLIC GENERAL FUND CONTRIBUTIONGENERAL FUND CONTRIBUTION 100 BOOTHBAY REGION YMCA 261 TOWNSEND AVENUE BOOTHBAY HARBOR ME 04538 NONE PUBLIC GENERAL FUND CONTRIBUTION 500 BRUNSWICK SCHOOL 100 MAHER AVENUE GREENWICH CT 06830 NONE PUBLIC GENERAL FUND CONTRIBUTION 10376 CAMP O-AT-KA INC 593 SEBAGO ROAD SEBAGO ME 04029 NONE PUBLIC GENERAL FUND CONTRIBUTION 2500 COASTAL MAINE BOTANICAL 132 BOTANICAL GARDENS DRIVE BOOTHBAY ME 04537 NONE PUBLIC GENERAL FUND CONTRIBUTION 200 FOCUS PO BOX 1027 NEW CANAAN CT 06840 NONE PUBLIC GENERAL FUND CONTRIBUTION 250 GO FUND ME 855 JEFFERSON AVENUE PO BOX 1329 REDWOOD CITY CA 94063 NONE PUBLIC GENERAL FUND CONTRIBUTION 250 GOOD SHEPHERD FOOD BANK PO BOX 1807 AUBURN ME 04211 NONE PUBLIC GENERAL FUND CONTRIBUTION 2500 GREENWICH ACADEMY 200 N MAPLE AVE GREENWICH CT 06830 NONE PUBLIC GENERAL FUND CONTRIBUTION 23445 HORIZONS AT BRUNSWICK 100 MAHER AVENUE GREENWICH CT 06830 NONE PUBLIC GENERAL FUND CONTRIBUTION 500 JDRF INTERNATIONAL 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 NONE PUBLIC GENERAL FUND CONTRIBUTION 120 MEALS ON WHEELS 89 MAPLE AVE GREENWICH CT 06830 NONE PUBLIC GENERAL FUND CONTRIBUTION 250 MILL RIVER PARK 1050 WASHINGTON BLVD STAMFORD CT 06901 NONE PUBLIC GENERAL FUND CONTRIBUTION 1010 MSK 885 2ND AVE 7TH FLOOR NEW YORK NY 10017 NONE PUBLIC GENERAL FUND CONTRIBUTION 250 OLIVER HAZARD PERRY 11A BRIDGE STREET NEWPORT RI 02840 NONE PUBLIC GENERAL FUND CONTRIBUTION 250 ROUNDABOUT THEATER CO 231 WEST 39TH ST SUITE 1200 NEW YORK NY 10018 NONE PUBLIC GENERAL FUND CONTRIBUTION 1250 ST ANNE'S BELFIELD SCHOOL 2132 IVY ROAD CHARLOTTESVILLE VA 22903 NONE PUBLIC GENERAL FUND CONTRIBUTION 3000 SWEET BRIAR COLLEGE 134 CHAPEL RD SWEET BRIAR VA 24595 NONE PUBLIC GENERAL FUND CONTRIBUTION 500 TEAM CMMD 750 WEST LINCOLN HWY EXTON PA 19341 NONE PUBLIC GENERAL FUND CONTRIBUTION 100 THE PUBLIC THEATER 425 LAFAYETTE STREET NEW YORK NY 10003 NONE PUBLIC GENERAL FUND CONTRIBUTION 100 UNIVERSITY OF COLORADO FOUNDATION 1800 GRANT STREET SUITE 725 DENVER CO 80203 NONE PUBLIC GENERAL FUND CONTRIBUTION 2500 UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA PA 19104 NONE PUBLIC GENERAL FUND CONTRIBUTION 5000 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 650 YMCA OF GREENWICH 50 E PUTNAM AVE GREENWICH CT 06830 NONE PUBLIC GENERAL FUND CONTRIBUTION 863 GREENWICH LIBRARY 101 WEST PUTNAM AVENUE GREENWICH CT 06830 NONE PUBLIC GENERAL FUND CONTRIBUTION 250 57238 0 14 16673 14 50366 18 143892 MISCELLANEOUS 656 656 210931 0 211587 0 0 0 0 0 0 0 0 0 0 X X 1 CHRISTIAN & KATHARINE ROTH 7 CALHOUN DRIVE GREENWICH CT 06831 92898 X 1 650 SHARES OF APPLE STOCK 92898 2021-01-25 ACCOUNTING FEES 3100 3100 0 DOMESTIC EQUITIES 335851 335851 GLOBAL ASSET BACKED OP 299367 299367 RECURRENT INVESTMENT ADVISORS 166081 166081 UNREALIZED GAIN/LOSS 108244 ROUNDING 1 OTHER COSTS 2813 0 0 MISCELLANEOUS 656 656 CHRISTIAN AND KATHARINE ROTH 7 CALHOUN DRIVE GREENWICH CT 06831 ESTIMATED TAXES PAID 5903 0 0