CHRISTIAN AND KATHARINE ROTH FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CHRISTIAN AND KATHARINE ROTH FAMILY FOUNDATION (EIN 46-2942236)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-13
IRS object ID
201621349349100122
Schema version
2015v2.1
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)
Return2016-05-13T08:40:34-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHLEEN M DECRUZEPreparerPersonNm
PTINP00468653PTIN
Phone2033277151PhoneNum
Preparation2016-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$306,513FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$102,756ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,905DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,905DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,849NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$48,132GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,849CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$127,513TotalRevAndExpnssAmt
Total Net Invst Incm$24,757TotalNetInvstIncmAmt
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$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,186TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,186TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,748ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,748ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,934TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,000TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$34,748TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$88,579ExcessRevenueOverExpensesAmt
Net Investment Income$21,757NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,120CashBOYAmt
Cash EOY$40,227CashEOYAmt
Cash EOYFMV$40,227CashEOYFMVAmt
Corporate Stock BOY$236,669CorporateStockBOYAmt
Corporate Stock EOY$266,286CorporateStockEOYAmt
Corporate Stock EOYFMV$266,286CorporateStockEOYFMVAmt
Total Assets BOY$260,789TotalAssetsBOYAmt
Total Assets EOY$306,513TotalAssetsEOYAmt
Total Assets EOYFMV$306,513TotalAssetsEOYFMVAmt
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$260,789RetainedEarningBOYAmt
Retained Earning EOY$306,513RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$260,789TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$306,513TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$260,789TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$306,513TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$260,789TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$88,579ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$349,368SubtotalAmt
Other Decreases$42,855OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$306,513TotNetAstOrFundBalancesEOYAmt

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
500 SHARES MORGAN STANLEYD2012-07-312015-05-01$18,641$6,880$11,761$11,761
500 SHARES STARBUCKSD2013-12-202015-08-05$29,491$19,403$10,088$10,088
FieldValueIRS element (for citing)
Capital Gain Net Income$21,849CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$26,860AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$101,062NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.265777DistributionYr1Rt
Adjusted Qlfy Distri Yr2$25,200AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$70,427NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.357817DistributionYr2Rt
Total Distribution0.623594TotalDistributionRt
Average Distribution0.311797AverageDistributionRt
Net Vl Noncharitable Assets$245,274NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$76,476AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$218NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$76,694AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$34,748QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$435InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$435SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$435TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$600TotalPaymentsAndCreditsAmt
Overpayment$165OverpaymentAmt
Applied To ES Tax$165AppliedToESTaxAmt
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

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$216,598AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,411AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$249,009TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$249,009AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,735CashDeemedCharitableAmt
Net Vl Noncharitable Assets$245,274NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,264MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,264MinimumInvestmentReturnAmt
Tax Based On Investment Income$435TaxBasedOnInvestmentIncomeAmt
Total Tax$435TotalTaxAmt
Distributable Before Adj$11,829DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$11,829DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$11,829DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,748ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$34,748QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$34,748AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,829DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$22,081ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$22,107ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$44,188TotalExcessDistributionCyovAmt
Qualifying Distributions$34,748QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,829AppliedToCurrentYearAmt
Remaining Distri From Corpus$22,919RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$67,107TotalCorpusAmt
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$67,107ExcessDistriCyovToNextYrAmt
Excess From Year2$22,081ExcessFromYear2Amt
Excess From Year1$22,107ExcessFromYear1Amt
Excess From Current Year$22,919ExcessFromCurrentYearAmt

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 (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient Foundation StatusRecipientFoundationStatusTxt
BOOTHBAY REGION YMCA
261 TOWNSEND AVENUEBOOTHBAY HARBORME04538NONEGENERAL FUND CONTRIBUTION$200
BRUNSWICK SCHOOL
100 MAHER AVENUEGREENWICHCT06830NONEGENERAL FUND CONTRIBUTION$10,000
ELDERCARE OF LINCOLN COUNTY MAINE
PO BOX 652DAMARISCOTTAME04543NONEGENERAL FUND CONTRIBUTION$5,000PUBLIC
FLAGSHIP NIAGARA LEAGUE
150 E FRONT STREET SUITE 100ERIEPA165071594NONEGENERAL FUND CONTRIBUTION$200
FLEUR DE LIS
120 HOWEVILLE ROADFITZWILLIAMNH03447NONEGENERAL FUND CONTRIBUTION$200
GREENWICH ACADEMY
200 NORTH MAPLE AVENUEGREENWICHCT06830NONEGENERAL FUND CONTRIBUTION$12,100
MWNYCWQXRNJPRNYPR
160 VARICK STREETNEW YORKNY10013NONEGENERAL FUND CONTRIBUTION$300PUBLIC
MARCH OF DIMES FOUNDATION
1275 MAMARONECK AVENUEWHITE PLAINSNY10605NONEGENERAL FUND CONTRIBUTION$50PUBLIC
MEMORIAL SLOAN KETTERING
1275 YORK AVENUENEW YORKNY10065NONEGENERAL FUND CONTRIBUTION$100
NOLLMAN SCHOLARSHIP FUND
PO BOX 1068GREENWICHCT068361068NONEGENERAL FUND CONTRIBUTION$100
PANMASS CHALLENGE
77 FOURTH AVENUENEEDHAMMA02494NONEGENERAL FUND CONTRIBUTION$160
AOPA FOUNDATION
421 AVIATION WAYFREDERICKMD21701NONEGENERAL FUND CONTRIBUTION$100PUBLIC
BREAST CANCER ALLIANCE
48 MAPLE AVENUEGREENWICHCT06830NONEGENERAL FUND CONTRIBUTION$100PUBLIC
CROHN'S & COLITIS FOUNDATION
30 GLENN ST SUITE 407WHITE PLAINSNY10603NONEGENERAL FUND CONTRIBUTION$150PUBLIC
GREENWICH LIBRARY
101 W PUTNAM AVENUEGREENWICHCT06830NONEGENERAL FUND CONTRIBUTION$250
HUMAN RIGHTS INTERNATIONAL
1954 HILLHURST AVE 416LOS ANGELESCA90027NONEGENERAL FUND CONTRIBUTION$1,000PUBLIC
JDRF
200 CONNECTICUT AVE STE 4ENORWALKCT06854NONEGENERAL FUND CONTRIBUTION$50PUBLIC
JUST GIVE
312 SUTTER STREET SUITE 410SAN FRANCISCOCA94108NONEGENERAL FUND CONTRIBUTION$838PUBLIC
SUSAN G KOMEN NYC
246 W 38TH STREET 503NEW YORKNY10018NONEGENERAL FUND CONTRIBUTION$50PUBLIC
RAZOO FOUNDATION
1725 DUKE STREET SUITE 675ALEXANDRIAVA22314NONEGENERAL FUND CONTRIBUTION$50
SOUTHPORT JUNIOR YACHT CLUB SAILING FOUNDATION
PO BOX 68SOUTHPORTME04576NONEGENERAL FUND CONTRIBUTION$250
ST ANNE'S BELFIELD SCHOOL
2132 IVY ROADCHARLOTTESVILLEVA22903NONEGENERAL FUND CONTRIBUTION$1,000
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA191046205NONEGENERAL FUND CONTRIBUTION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,748TotalGrantOrContriPdDurYrAmt
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$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,905ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,849ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$24,757ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,757TotalIncomeProducingActyAmt

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$98,756Yes (X)
CHRISTIAN KATHARINE ROTH
27 CALHOUN DRIVEGREENWICHCT06831$4,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property2,800 SHARES OF MORGAN STANLEYNoncashPropertyDesc
Fair Market Value$98,756FairMarketValueAmt
Received2015-12-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockDOMESTIC EQUITIESStockNm
EOY Book Value$266,286EOYBookValueAmt
EOYFMV$266,286EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN/LOSS$18,099
DONOR BASIS VS FMV AT TIME OF CONTRIBUTION$24,756

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)
CategoryTAXESCategoryTxt
Amt$1,186Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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