CHRISTIAN AND KATHARINE ROTH FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTIAN AND KATHARINE ROTH FAMILY FOUNDATION (EIN 46-2942236)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202503159349101925
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T12:00:27-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 854218816 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TROVE FS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2777 SUMMER STREET SUITE 401 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462942236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHRISTIAN AND KATHARINE ROTH | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 2038695061 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 CALHOUN DRIVE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHARINE ROTH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2038695061 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNN BENEDETTO-VETARE | PreparerPersonNm |
| PTIN | P01300078 | PTIN |
| Phone | 2033277151 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,464,171 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $95,892 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $39,453 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,453 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,440 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,353 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $7,353 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $195,364 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,246 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,450 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,444 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,508 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,508 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,852 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,958 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,813 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,813 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,665 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,958 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $107,699 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $83,288 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $73,498 | CashBOYAmt |
| Cash EOY | $6,463 | CashEOYAmt |
| Cash EOYFMV | $6,463 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $5,816 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $6,972 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $6,972 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $4,847 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $3,131 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,847 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $4,847 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,043,708 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,131,373 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,445,889 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,126,153 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,149,655 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,464,171 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,126,153 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,149,655 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,126,153 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,149,655 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,126,153 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,149,655 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,126,153 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $107,699 | ExcessRevenueOverExpensesAmt |
| Other Increases | $178,900 | OtherIncreasesAmt |
| Subtotal | $1,412,752 | SubtotalAmt |
| Other Decreases | $263,097 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,149,655 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| RECURRENT INVESTMENT ADVISORS - SHORT TERM | P | $62 | $62 |
| RECURRENT INVESTMENT ADVISORS - LONG TERM | P | $7,291 | $7,291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,353 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,158 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,158 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,158 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,880 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,880 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $12 | EsPenaltyAmt |
| Overpayment | $2,710 | OverpaymentAmt |
| Applied To ES Tax | $2,710 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIAN G ROTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2038695061 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 CALHOUN DRIVE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,289,014 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,119 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,316,133 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,316,133 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,742 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,296,391 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,820 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,820 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,158 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,158 | TotalTaxAmt |
| Distributable Before Adj | $63,662 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,662 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,662 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,263 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $77,263 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,662 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,848 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,596 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,446 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,554 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,535 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $66,979 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $77,263 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,662 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,601 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $80,580 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $12,848 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $67,732 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,596 | ExcessFromYear4Amt |
| Excess From Year3 | $11,446 | ExcessFromYear3Amt |
| Excess From Year2 | $11,554 | ExcessFromYear2Amt |
| Excess From Year1 | $19,535 | ExcessFromYear1Amt |
| Excess From Current Year | $13,601 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTIAN G ROTH IV | ContributingManagerNm |
| Contributing Manager | KATHARINE M ROTH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIGELOW LABORATORY FOR OCEAN SCIENCES | |||||||
| 60 BIGELOW DRIVE | EAST BOOTHBAY | ME | 04544 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $1,000 |
| BOOTHBAY REGION HISTORICAL SOCIETY | |||||||
| PO BOX 272 | BOOTHBAY HARBOR | ME | 04538 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $750 |
| 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 | $5,250 |
| CAMP O-AT-KA INC | |||||||
| 593 SEBAGO ROAD | SEBAGO | ME | 04029 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $4,500 |
| COASTAL MAINE BOTANICAL | |||||||
| 132 BOTANICAL GARDENS DRIVE | BOOTHBAY | ME | 04537 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $250 |
| FOCUS | |||||||
| PO BOX 1027 | NEW CANAAN | CT | 06840 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $1,258 |
| GOOD SHEPHERD FOOD BANK | |||||||
| PO BOX 1807 | AUBURN | ME | 04211 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $1,262 |
| GREENWICH ACADEMY | |||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $25,000 |
| 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 | $2,500 |
| MEALS ON WHEELS | |||||||
| 89 MAPLE AVE | GREENWICH | CT | 06830 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $256 |
| MSK | |||||||
| 885 2ND AVE 7TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $500 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET 9TH FLOOR | NEW YORK | NY | 10013 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $1,100 |
| ROUNDABOUT THEATER CO | |||||||
| 231 WEST 39TH ST SUITE 1200 | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $1,250 |
| ST ANNE'S BELFIELD SCHOOL | |||||||
| 2132 IVY ROAD | CHARLOTTESVILLE | VA | 22903 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $8,200 |
| SWEET BRIAR COLLEGE | |||||||
| 134 CHAPEL RD | SWEET BRIAR | VA | 24595 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $500 |
| THE FLAGSHIP NIAGARA LEAGUE | |||||||
| 150 EAST FRONT ST SUITE 100 | ERIE | PA | 16507 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $100 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1800 GRANT STREET SUITE 725 | DENVER | CO | 80203 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $10,500 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $7,000 |
| 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 | $200 |
| FIASCO THEATER LTD | |||||||
| PO BOX 291 | NEW YORK | NY | 10276 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $104 |
| FLEUR DE LIS CAMP | |||||||
| 120 HOWEVILLE ROAD | FITZWILLAIM | NH | 03447 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $500 |
| HOPE AND HEROES | |||||||
| 518 WEST 181ST STREET BOX 780 | NEW YORK | NY | 10033 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $1,000 |
| TOWN HALL FOUNDATION | |||||||
| 123 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $103 |
| USROWINGORG | |||||||
| 1 POST ROAD WEST | WINDSOR | NJ | 08550 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $105 |
| WIKIMEDIA FOUNDATION | |||||||
| 1 SANSOME STREET SUITE 1895 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC | GENERAL FUND CONTRIBUTION | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,813 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,453 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,666 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,353 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $99,472 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,472 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIAN & KATHARINE ROTH | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 CALHOUN DRIVE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $95,892 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1036 SHARES OF MORGAN STANLEY | NoncashPropertyDesc |
| Fair Market Value | $95,892 | FairMarketValueAmt |
| Received | 2024-04-25 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,900 | Amt |
| Net Investment Income | $2,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,450 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOMESTIC EQUITIES | $555,363 | $756,804 |
| GLOBAL ASSET BACKED OP | $348,423 | $348,423 |
| RECURRENT INVESTMENT ADVISORS | $227,587 | $340,662 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT | Desc |
| Amt | $263,097 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER COSTS | Desc |
| Revenue And Expenses Per Books | $6,508 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,508 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $178,900 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIAN AND KATHARINE ROTH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 CALHOUN DRIVE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESTIMATED TAXES PAID | CategoryTxt |
| Amt | $1,444 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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