CHRISTIAN AND KATHARINE ROTH FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CHRISTIAN AND KATHARINE ROTH FAMILY FOUNDATION (EIN 46-2942236)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-12
IRS object ID
201923169349100502
Schema version
2018v3.1
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)
Return2019-11-12T06:41:39-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061633293PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARTIN DECRUZE & CO LLPBusinessNameLine1Txt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-10-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHLEEN M DECRUZEPreparerPersonNm
PTINP00468653PTIN
Phone2033277151PhoneNum
Preparation2019-10-24PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address148.77.47.34IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-30IPDt
IP Tm14:06:58IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC45C9E124AB5C77F7EF7473FD666A57926491F06AtSubmissionCreationDeviceId
At Submission Filing Device IdC45C9E124AB5C77F7EF7473FD666A57926491F06AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-04-17 16:48:07ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$550,459FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$111,550ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$77InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$77InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,177DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,177DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$64,476NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$85,117GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$64,476CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$195,280TotalRevAndExpnssAmt
Total Net Invst Incm$83,730TotalNetInvstIncmAmt
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$2,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,800AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,687TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,487TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,800TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$94,207ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$94,207ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$101,694TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,800TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$94,207TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$93,586ExcessRevenueOverExpensesAmt
Net Investment Income$80,930NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$166,806CashBOYAmt
Cash EOY$27,692CashEOYAmt
Cash EOYFMV$27,692CashEOYFMVAmt
Corporate Stock BOY$454,028CorporateStockBOYAmt
Corporate Stock EOY$522,767CorporateStockEOYAmt
Corporate Stock EOYFMV$522,767CorporateStockEOYFMVAmt
Total Assets BOY$620,834TotalAssetsBOYAmt
Total Assets EOY$550,459TotalAssetsEOYAmt
Total Assets EOYFMV$550,459TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$620,834RetainedEarningBOYAmt
Retained Earning EOY$550,459RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$620,834TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$550,459TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$620,834TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$550,459TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$620,834TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$93,586ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$714,420SubtotalAmt
Other Decreases$163,961OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$550,459TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property1500 SHARES MORGAN STANLEYPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2012-07-31AcquiredDt
Sold2018-01-22SoldDt
Gross Sales Price$85,117GrossSalesPriceAmt
Cost Or Other Basis$20,641CostOrOtherBasisAmt
Gain Or Loss$64,476GainOrLossAmt
Gains Minus Excess Or Losses$64,476GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$64,476CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$40,408AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$491,578NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.082201DistributionYr1Rt
Adjusted Qlfy Distri Yr2$41,338AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$297,917NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.138757DistributionYr2Rt
Adjusted Qlfy Distri Yr3$34,748AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$245,274NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.141670DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,860AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$101,062NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.265777DistributionYr4Rt
Adjusted Qlfy Distri Yr5$25,200AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$70,427NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.357817DistributionYr5Rt
Total Distribution0.986222TotalDistributionRt
Average Distribution0.197244AverageDistributionRt
Net Vl Noncharitable Assets$570,608NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$112,549AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$809NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$113,358AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$94,207QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,619InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,619SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,619TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,520EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,520TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$901OverpaymentAmt
Applied To ES Tax$901AppliedToESTaxAmt
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 DRIVEGREENWICHCT06831SECRETARY1.00$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$532,063AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$47,234AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$579,297TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$579,297AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,689CashDeemedCharitableAmt
Net Vl Noncharitable Assets$570,608NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,530MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,530MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,619TaxBasedOnInvestmentIncomeAmt
Total Tax$1,619TotalTaxAmt
Distributable Before Adj$26,911DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$26,911DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$26,911DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$94,207ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$94,207QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$94,207AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,911DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$22,081ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$22,107ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$22,919ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$26,740ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,316ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$112,163TotalExcessDistributionCyovAmt
Qualifying Distributions$94,207QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$26,911AppliedToCurrentYearAmt
Remaining Distri From Corpus$67,296RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$179,459TotalCorpusAmt
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$22,081ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$157,378ExcessDistriCyovToNextYrAmt
Excess From Year4$22,107ExcessFromYear4Amt
Excess From Year3$22,919ExcessFromYear3Amt
Excess From Year2$26,740ExcessFromYear2Amt
Excess From Year1$18,316ExcessFromYear1Amt
Excess From Current Year$67,296ExcessFromCurrentYearAmt

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
AOPA FOUNDATION
421 AVIATION WAYFREDERICKMD21701NONEPUBLICGENERAL FUND CONTRIBUTION$100
BOOTHBAY REGION YMCA
261 TOWNSEND AVENUEBOOTHBAY HARBORME04538NONEPUBLICGENERAL FUND CONTRIBUTION$350
BRUNSWICK SCHOOL
100 MAHER AVENUEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$10,250
CAMP O-AT-KA INC
593 SEBAGO ROADSEBAGOME04029NONEPUBLICGENERAL FUND CONTRIBUTION$500
CATHERINE VIOLET HUBBARD FOUNDATION
PO BOX 3571NEWTOWNCT06470NONEPUBLICGENERAL FUND CONTRIBUTION$250
FLEUR DE LIS CAMP
120 HOWEVILLE ROADFITZWILLIAMNH03447NONEPUBLICGENERAL FUND CONTRIBUTION$1,000
FRIENDS OF ROUNDABOUT
231 WEST 39TH ST STE 1200NEW YORKNY10018NONEPUBLICGENERAL FUND CONTRIBUTION$1,000
GREENWICH ACADEMY
200 NORTH MAPLE AVENUEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$12,000
HUMAN RIGHTS INTERNATIONAL
1954 HILLHURST AVE 416LOS ANGELESCA90027NONEPUBLICGENERAL FUND CONTRIBUTION$2,500
NEW YORK PUBLIC RADIO
PO BOX 1550NEW YORKNY101161550NONEPUBLICGENERAL FUND CONTRIBUTION$600
ST ANNE'S BELFIELD SCHOOL
2132 IVY ROADCHARLOTTESVILLEVA22903NONEPUBLICGENERAL FUND CONTRIBUTION$2,000
THE GREENWICH TEEN CENTER
100 ARCH STGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$250
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA191046205NONEPUBLICGENERAL FUND CONTRIBUTION$5,000
AMERICAN HEART ASSOCIATION
5 BROOKSIDE DRWALLINGFORDCT06492NONEPUBLICGENERAL FUND CONTRIBUTION$200
BOYS AND GIRLS CLUB
4 HORSENECK LNGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$100
BREAST CANCER ALLIANCE
48 MAPLE AVENUEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$500
GREENVILLE FIRE DEPT
711 CENTRAL PARK AVESCARSDALENY10583NONEPUBLICGENERAL FUND CONTRIBUTION$100
HORIZONS AT BRUNSWICK
100 MAHER AVENUEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$100
GEORGE WHITTEN CAMPAIGN
87 MCKOWN POINT RDW BOOTHBAY HARBORME04575NONEPUBLICGENERAL FUND CONTRIBUTION$5,000
KEEPERS OF BURNT ISLAND LIGHT
PO BOX 738BOOTHBAY HARBORME04538NONEPUBLICGENERAL FUND CONTRIBUTION$500
LLS POLICE CANINE
101 FIELD POINT RDGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$25
NOLLMAN SCHOLARSHIP FUND
PO BOX 1068GREENWICHCT068361068NONEPUBLICGENERAL FUND CONTRIBUTION$200
TEAM CMMD
750 WEST LINCOLN HIGHWAYEXTONPA19341NONEPUBLICGENERAL FUND CONTRIBUTION$262
VAIL MOUNTAIN RESCUE
1055 EDWARDS VILLAGE BLVDEDWARDSCO81632NONEPUBLICGENERAL FUND CONTRIBUTION$250
WPY FRIENDS OF IKE
380 PORTAGE AVEPALO ALTOCA94306NONEPUBLICGENERAL FUND CONTRIBUTION$100
YMCA OF GREENWICH
50 E PUTNAM AVEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$100
BRUNSWICK SCHOOL
100 MAHER AVENUEGREENWICHCT06830NONEPUBLICGENERAL FUND CONTRIBUTION$50,970
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$94,207TotalGrantOrContriPdDurYrAmt
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$77ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,177ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$64,476ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$83,730ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$83,730TotalIncomeProducingActyAmt

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$111,550TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property500 SHARES OF APPLE INC.NoncashPropertyDesc
Fair Market Value$111,550FairMarketValueAmt
Received2018-09-06ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,800Amt
Net Investment Income$2,800NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockDOMESTIC EQUITIESStockNm
EOY Book Value$522,767EOYBookValueAmt
EOYFMV$522,767EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$163,961Amt

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$4,687Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.