CHRISTIAN AND KATHARINE ROTH FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CHRISTIAN AND KATHARINE ROTH FAMILY FOUNDATION (EIN 46-2942236)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201801359349101145
Schema version
2017v2.2
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)
Return2018-05-15T13:47:33-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHLEEN M DECRUZEPreparerPersonNm
PTINP00468653PTIN
Phone2033277151PhoneNum
Preparation2018-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$620,834FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$116,560ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$51InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$51InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,900DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,900DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$121,226NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$173,517GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$121,226CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$243,737TotalRevAndExpnssAmt
Total Net Invst Incm$127,177TotalNetInvstIncmAmt
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$466TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,274TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,808TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,408ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,408ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,682TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,808TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$40,408TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$200,055ExcessRevenueOverExpensesAmt
Net Investment Income$124,369NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$26,788CashBOYAmt
Cash EOY$166,806CashEOYAmt
Cash EOYFMV$166,806CashEOYFMVAmt
Acct Rcvbl BOY$232AcctRcvblBOYAmt
Corporate Stock BOY$447,164CorporateStockBOYAmt
Corporate Stock EOY$454,028CorporateStockEOYAmt
Corporate Stock EOYFMV$454,028CorporateStockEOYFMVAmt
Total Assets BOY$474,184TotalAssetsBOYAmt
Total Assets EOY$620,834TotalAssetsEOYAmt
Total Assets EOYFMV$620,834TotalAssetsEOYFMVAmt
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$474,184RetainedEarningBOYAmt
Retained Earning EOY$620,834RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$474,184TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$620,834TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$474,184TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$620,834TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$474,184TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$200,055ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$674,239SubtotalAmt
Other Decreases$53,405OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$620,834TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1000 SHARES MORGAN STANLEYP2012-07-132017-01-25$43,646$13,761$29,885$29,885
1000 SHARES MORGAN STANLEYP2012-07-312017-02-14$45,693$13,761$31,932$31,932
1800 SHARES MORGAN STANLEYP2012-07-312017-03-01$84,178$24,769$59,409$59,409
FieldValueIRS element (for citing)
Capital Gain Net Income$121,226CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$41,338AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$297,917NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.138757DistributionYr1Rt
Adjusted Qlfy Distri Yr2$34,748AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$245,274NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.141670DistributionYr2Rt
Adjusted Qlfy Distri Yr3$26,860AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$101,062NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.265777DistributionYr3Rt
Adjusted Qlfy Distri Yr4$25,200AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$70,427NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.357817DistributionYr4Rt
Total Distribution0.904021TotalDistributionRt
Average Distribution0.226005AverageDistributionRt
Net Vl Noncharitable Assets$491,578NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$111,099AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,244NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$112,343AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$40,408QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,487InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,487SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,487TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$320EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$320TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$2,167TaxDueAmt

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

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$344,512AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$154,552AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$499,064TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$499,064AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,486CashDeemedCharitableAmt
Net Vl Noncharitable Assets$491,578NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,579MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,579MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,487TaxBasedOnInvestmentIncomeAmt
Total Tax$2,487TotalTaxAmt
Distributable Before Adj$22,092DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$22,092DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$22,092DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$40,408ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$40,408QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$40,408AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,092DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$22,081ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$22,107ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$22,919ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$26,740ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$93,847TotalExcessDistributionCyovAmt
Qualifying Distributions$40,408QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,092AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,316RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$112,163TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$112,163ExcessDistriCyovToNextYrAmt
Excess From Year4$22,081ExcessFromYear4Amt
Excess From Year3$22,107ExcessFromYear3Amt
Excess From Year2$22,919ExcessFromYear2Amt
Excess From Year1$26,740ExcessFromYear1Amt
Excess From Current Year$18,316ExcessFromCurrentYearAmt

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 (26 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 HARBORME04538NONEGENERAL FUND CONTRIBUTION$350
BRUNSWICK SCHOOL
100 MAHER AVENUEGREENWICHCT06830NONEGENERAL FUND CONTRIBUTION$10,100
CAMP O-AT-KA INC
593 SEBAGO ROADSEBAGOME04029NONEPUBLICGENERAL FUND CONTRIBUTION$500
CATHERINE VIOLET HUBBARD FOUNDATION
PO BOX 3571NEWTOWNCT06470NONEGENERAL FUND CONTRIBUTION$250
FRIENDS OF MOUNTAIN RESCUE
PO BOX 1094EDWARDSCO81632NONEPUBLICGENERAL FUND CONTRIBUTION$257
FLAGSHIP NIAGARA LEAGUE
150 E FRONT STREET SUITE 100ERIEPA165071594NONEGENERAL FUND CONTRIBUTION$200
FLEUR DE LIS CAMP
120 HOWEVILLE ROADFITZWILLIAMNH03447NONEGENERAL FUND CONTRIBUTION$3,300
FRIENDS OF ROUNDABOUT
231 WEST 39TH ST STE 1200NEW YORKNY10018NONEGENERAL FUND CONTRIBUTION$1,000
GREENWICH ACADEMY
200 NORTH MAPLE AVENUEGREENWICHCT06830NONEGENERAL FUND CONTRIBUTION$12,500
GREENWICH LIBRARY
101 W PUTNAM AVENUEGREENWICHCT06830NONEGENERAL FUND CONTRIBUTION$250
HUMAN RIGHTS INTERNATIONAL
1954 HILLHURST AVE 416LOS ANGELESCA90027NONEPUBLICGENERAL FUND CONTRIBUTION$2,500
JDRF
200 CONNECTICUT AVE STE 4ENORWALKCT06854NONEPUBLICGENERAL FUND CONTRIBUTION$500
KIDS IN CRISIS
ONE SALEM STREETCOS COBCT06807NONEGENERAL FUND CONTRIBUTION$100
NEW YORK PUBLIC RADIO
PO BOX 1550NEW YORKNY101161550NONEGENERAL FUND CONTRIBUTION$550
GREENWICH GREEN & CLEAN
113 PEMBERWICK ROADGREENWICHCT06831NONEGENERAL FUND CONTRIBUTION$250
THE LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVERYE BROOKNY10573NONEGENERAL FUND CONTRIBUTION$250
MILL RIVER PARK COLLABORATIVE
1055 WASHINGTON BLVDSTAMFORDCT06901NONEGENERAL FUND CONTRIBUTION$500
SOUTHPORT JUNIOR YACHT CLUB SAILING FOUNDATION
PO BOX 68SOUTHPORTME04576NONEGENERAL FUND CONTRIBUTION$250
ST ANNE'S BELFIELD SCHOOL
2132 IVY ROADCHARLOTTESVILLEVA22903NONEGENERAL FUND CONTRIBUTION$2,000
SWEET BRIAR COLLEGE
PO BOX 1057SWEET BRIARVA24595NONEGENERAL FUND CONTRIBUTION$500
OLIVER HAZARD PERRY
29 TOURO STNEWPORTRI02840NONEGENERAL FUND CONTRIBUTION$250
RACE ROSTER
4281 EXPRESS LANE SUITE M9706SARASOTAFL34249NONEGENERAL FUND CONTRIBUTION$201
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA191046205NONEGENERAL FUND CONTRIBUTION$2,500
THE GREENWICH TEEN CENTER
100 ARCH STGREENWICHCT06830NONEGENERAL FUND CONTRIBUTION$250
TRANSPORTATION ASSOCIATION OF GREENWICH
13 RIVERSIDE AVERIVERSIDECT06878NONEGENERAL FUND CONTRIBUTION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,408TotalGrantOrContriPdDurYrAmt
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$51ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,900ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$121,226ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$127,177ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$127,177TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
CHRISTIAN & KATHARINE ROTH
17 CALHOUN DRIVEGREENWICHCT06831$112,560Yes (X)
CHRISTIAN & KATHARINE ROTH
27 CALHOUN DRIVEGREENWICHCT06831$4,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2,279 SHARES OF MORGAN STANLEYNoncashPropertyDesc
Fair Market Value$112,560FairMarketValueAmt
Received2017-11-07ReceivedDt

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$454,028EOYBookValueAmt
EOYFMV$454,028EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$53,405Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS EXPENSEDesc
Revenue And Expenses Per Books$8RevenueAndExpensesPerBooksAmt
Net Investment Income$8NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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 (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAXES$146$0$0
ESTIMATED TAXES PAID$320$0$0

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