2026-08-04T06:32:51-07:00 2025-12-31 061533072 WollackLewitz LLC 36 Elm Street Old Saybrook CT 06475 990PF 2025-01-01 061519674 ROTHBERG FAMILY CHARITABLE FOUNDATION FOR CHILDRENS DISEASES ROTH 8603884451 10 W SAN MARINO DRIVE MIAMI BEACH FL 33139 NOAH ROTHBERG Trustee 2026-08-04 true MARK MATLOSZ CPA P01419487 8603884451 2025 2025-03-06 01:10:19Z X 47829027 X 3555 X 864301 864301 864301 7765623 11010793 7765623 8633479 8629924 864301 3555 4146 4146 210 210 32880 32880 40791 37236 0 5110049 5110049 5150840 37236 5110049 3482639 8592688 864301 3777713 2955949 2955948 86500 493000 86500 86500 22068527 25820628 43569974 244405 244405 244405 958802 972200 26583645 30066284 47829027 0 X 26583645 30066284 26583645 30066284 26583645 30066284 26583645 3482639 30066284 30066284 ST COVERED P 2025-01-01 2025-12-31 2177743 2751185 -573442 -573442 LT COVERED P 2020-01-01 2025-12-31 8833050 493985 8339065 8339065 7765623 -573442 119438 119438 119438 X 6095 125533 0 false false false false false false false true true CT FL true false false false false true N/A JONATHAN ROTHBERG 2033769300 10 W SAN MARINO DRIVE MIAMI BEACH FL 33139 false false false false false false false false false false false false false false false false false false false false false false JONATHAN M ROTHBERG 10 W SAN MARINO DR MIAMI BEACH FL 33139 Trustee 1.00 0 NOAH ROTHBERG 10 WEST SAN MARINO DRIVE MIAMI BEACH FL 33139 Trustee 0.50 0 ELANA ROTHBERG 10 WEST SAN MARINO DRIVE MIAMI BEACH FL 33139 Trustee 0.50 0 NONE NONE 39305217 1787532 0 41092749 0 41092749 616391 40476358 2023818 2023818 119438 119438 1904380 1904380 1904380 5110049 5110049 1904380 1142660 325349 1468009 5110049 0 1904380 3205669 4673678 0 1142660 3531018 325349 3205669 JONATHAN M ROTHBERG X TUBEROUS SCLEROSIS ALLIANCE 801 ROEDER ROAD SUITE 750 SILVER SPRING MD 20910 None PC FURTHER TSC RESEARCH 361650 BOSTON CHILDREN'S HOSPITAL 401 PARK DRIVE SUITE 602 BOSTON MA 02215 None PC COGNITIVE SCIENCE RESEARCH 137500 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 None PC SCIENCE EDUCATIONAL SUPPORT 1000000 THE LAM FOUNDATION 4520 COOPER RD SUITE 300 CINCINNATI OH 45242 None PC LAM RESEARCH 50000 THE COUNTRY SCHOOL 341 OPENING HILL ROAD MADISON CT 06443 None PC SCIENCE EDUCATIONAL SUPPORT 40000 RANSOM EVERGLADES SCHOOL 2045 SOUTH BAYSHORE DRIVE COCONUT GROVE FL 33133 None PC SCIENCE EDUCATION SUPPORT 50000 UNIVERSITY OF MIAMI PO BOX 248073 CORAL GABLES FL 33124 None PC SCIENCE EDUCATIONAL SUPPORT 400000 COLUMBIA UNIVERSITY 116TH AND BROADWAY NEW YORK NY 10027 None PC SCIENCE EDUCATIONAL SUPPORT 70899 ELLA RILEY ADLER FOUNDATION INC 5200 N KENDALL DR CORAL GABLES FL 33156 None PC EDUCATION 3000000 5110049 14 864301 18 7765623 INSURANCE REFUND 8629924 8629924 false false false false false false false false false false ACCOUNTING 3555 0 0 0 LEHMAN BROTHERS HOLDINGS5.75% 244405 244405 LEHMAN BROTHERS HOLDINGS 7.95% 250000 250000 BP PLC ADR 3035174 3058428 CONOCOPHILLIPS 2210539 4306060 ELI LILLY AND CO COM CHEVRON CORP 1048163 1524100 EXXON MOBIL 1060614 1444080 TOTAL SA SPONSORED ADR 678562 759199 PHILLIPS 66 335245 645200 ASTRAZENECA 621177 1838600 ADVANCED MICRO DEVICES 503917 3690833 HALEON PLC 242262 404400 SHELL PLC 2586912 3843004 ASML HOLDING NV EURO 0.09 NY REGISTRY 1328480 2139720 ADVANCED MICRO DEVICES 2948970 5568160 ALPHABET INC CAP STK 1368750 3138000 INTEL CORP COM USD0.001 3883944 5166000 TAIWAN SEMICONDUCTOR MANUFACTURING SPON 946800 3038900 GLOBALFOUNDRIES INC COM 2257869 2095200 META PLATFORMS INC CLASS A 513250 660090 ISHARE MSCI SOUTH KOREA ETF FMV 958802 972200 INVESTMENT FEES 4146 4146 0 0 FEDERAL EXCISE TAX ON INVESTMENT INCOME 13987 13987 FOREIGN TAX ON DIVIDENDS 18893 18893