2025-11-15T13:43:55-06:00 2024-12-31 134307930 ROTH & ASSOCIATES PC 5200 DTC PARKWAY SUITE 260 GREENWOOD VILLAGE CO 80111 990PF 2024-01-01 841443958 HUNTER-WHITE FOUNDATION HUNT 3037227443 17500 W 67TH AVE ARVADA CO 80007 CATHERINE P COLE DIRECTOR 3037227443 2025-11-15 1 1 ROBERTA A ROTH CPA P00161743 7203731355 2024 2025-03-06 01:10:19Z X X 4212218 X 82000 19491 19491 91644 91644 -14419 295385 0 33354 33354 212070 144489 0 0 0 722 361 0 21586 21576 0 10358 199 0 32666 22136 0 210000 210000 242666 22136 210000 -30596 122353 155214 93620 93620 1044600 1256076 1673840 456149 349925 351430 1221239 1161026 2093328 2877202 2860647 4212218 0 0 X 2877202 2860647 2877202 2860647 2877202 2860647 2877202 -30596 14041 2860647 0 2860647 CATERPILLAR FINL P 2017-05-08 2024-08-15 30000 30000 0 0 FHLB STEP P 2023-07-11 2024-09-16 25000 24829 171 171 TIFFANY & CO. P 2017-07-31 2024-10-01 50000 50000 0 0 DOUBLELINE TOTAL RETURN P 2024-01-01 2024-02-15 6 -6 -6 DOUBLELINE TOTAL RETURN P 2023-01-01 2024-02-15 45897 55772 -9875 -9875 ISHARES RUSSELL P 2018-08-17 2024-04-24 59279 50238 9041 9041 C-PALMETTO P 2016-12-31 2024-12-31 85199 98959 -13760 -13760 CAPITAL GAINS DIVIDENDS P 10 10 10 -14419 1701 0 1701 0 1701 0 0 3000 0 3000 95 1204 1204 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 1 0 0 1 N/A ROTH ASSOCIATES PC 7203731355 5200 DTC PARKWAY SUITE 260 GREENWOOD VILLAGE CO 80111 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CATHERINE P COLE 111 EMERSON STREET 1661 DENVER CO 80218 DIRECTOR 0.50 0 0 0 LISA A COLE 6671 VIOLET WAY ARVADA CO 80007 DIRECTOR 0.50 0 0 0 LINDA C CALL 17500 W 67TH AVE ARVADA CO 80007 DIRECTOR 0.50 0 0 0 AMY C BERKLEY 9341 S E 46TH STREET MERCER ISLAND WA 98040 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 3490790 111251 0 3602041 0 0 3602041 54031 3548010 177401 177401 1701 1701 175700 0 175700 0 175700 210000 0 210000 175700 0 0 45323 80258 8349 42510 25941 202381 210000 0 0 0 175700 34300 0 0 236681 0 0 0 0 0 0 45323 191358 80258 8349 42510 25941 34300 CATHERINE P COLE X DOCTORS WITHOUT BORDERS 333 SEVENTH AVE 2ND FLOOR NEW YORK NY 100015004 N/A UNRELATED PUBLIC HUMANITARIAN 30000 FAMILY TREE INC 3805 MARSHALL ST 100 WHEAT RIDGE CO 80033 N/A UNRELATED PUBLIC HUMANITARIAN 7500 HUMAN RIGHTS WATCH 350 FIFTH AVE 34TH FLOOR NEW YORK NY 101183299 N/A UNRELATED PUBLIC HUMANITARIAN 20000 NATURAL RESOURCES DEFENSE COUNCIL 40 W 20TH STREET NEW YORK NY 10011 N/A UNRELATED PUBLIC HUMANITARIAN 20000 OXFAM AMERICA 226 CAUSEWAY ST 5TH FLOOR BOSTON MA 021142206 N/A UNRELATED PUBLIC HUMANITARIAN 15000 PARTNERS IN HEALTH 888 COMMONWEALTH AVE 3RD FLOOR BOSTON MA 02115 N/A UNRELATED PUBLIC HUMANITARIAN 15000 PROJECT PAVE 4130 TEJON STREET SUITE C DENVER CO 80211 N/A UNRELATED PUBLIC HUMANITARIAN 5000 STREET CHILD 2081 CENTER STREET BERKELEY CA 94704 N/A UNRELATED PUBLIC HUMANITARIAN 7500 TGTHR - ATTENTION HOMES 1443 SPRUCE STREET BOULDER CO 80302 N/A UNRELATED PUBLIC HUMANITARIAN 7500 THE CARTER CENTER 453 FREEDOM PARKWAY ATLANTA GA 30307 N/A UNRELATED PUBLIC HUMANITARIAN 15000 THE LAND INSTITUTE 2440 E WATER WELL ROAD SALINA KS 67401 N/A UNRELATED PUBLIC HUMANITARIAN 7500 THE NATURE CONSERVANCY 4245 N FAIRFAX DRIVE SUITE ARLINGTON VA 222031606 N/A UNRELATED PUBLIC HUMANITARIAN 25000 TRICKLE UP CHARITY 104 W 27TH ST NEW YORK NY 100015004 N/A UNRELATED PUBLIC HUMANITARIAN 5000 TRUST FOR PUBLIC LAND 23 GEARY STREET SAN FRANCISCO CA 94108 HUMANITARIAN 5000 WOMEN'S BEAN PROJECT 3201 CURTIS STREET DENVER CO 80205 N/A UNRELATED PUBLIC HUMANITARIAN 10000 ZAMBIA'S SCHOLARSHIP FUND PO BOX 515 BRIGHAM CITY UT 84302 N/A UNRELATED PUBLIC HUMANITARIAN 15000 210000 0 14 19491 14 91644 14 33354 14 -14419 0 130070 0 130070 0 0 0 0 0 0 0 0 0 0 X X 1 CATHERINE P COLE 111 NORTH EMERSON ST UNIT 1661 DENVER CO 80210 82000 X ACCOUNTING FEES 722 361 0 CORPORATE BONDS 349925 351430 STOCK INVESTMENTS 21382 225378 MUTUAL FUNDS 1234694 1448462 OTHER INVESTMENTS AT COST 1161026 2093328 MISCELLANEOUS INVESTMENT INCOME 33354 33354 33354 BOOK ADJUSTMENTS 14041 INVESTMENT FEES 21576 21576 0 BUSINESS REGISTRATION FEES 10 0 0 CATHERINE P COLE 111 NORTH EMERSON ST 1661 DENVER CO 80215 FOREIGN TAXES 199 199 0 OTHER DEDUCTIONS 10159 0 0