Nonprofit · EIN 47-1272243
ROESSLER-CHADWICK FOUNDATION GROUP
Tax-exempt · PLS VRDS PNSL, CA 90274
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,999,292 | $4,715,914 | $2,283,378 | $77,024,581 | $13,015,835 | $64,008,746 |
| June 30, 2024 | 990 | $8,203,202 | $4,794,452 | $3,408,750 | $69,271,874 | $12,112,325 | $57,159,549 |
| June 30, 2023 | 990 | $3,323,944 | $4,346,063 | -$1,022,119 | $65,940,877 | $12,281,164 | $53,659,713 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,416,652
- Program service revenue
- $1,093,382
- Investment income
- $1,395,770
- Net rental income
- $93,488
- Net gain from sales of assets
- -$224,695
- Other revenue
- $93,488
Expenses
- Grants and similar amounts paid
- $1,640,872
- Compensation of officers, directors and key employees
- $482,417
- Other salaries and wages
- $18,000
- Salaries, compensation and benefits (total)
- $521,081
- Professional fundraising fees
- $0
- Legal fees
- $59,723
- Accounting fees
- $65,300
- Occupancy
- $394,961
- Depreciation
- $1,746,622
- Program services (functional)
- $3,384,120
- Management and general (functional)
- $1,331,794
Balance sheet and other
- Total assets, start of year
- $69,271,874
- Total assets, end of year
- $77,024,581
- Total liabilities, end of year
- $13,015,835
- Net assets, end of year
- $64,008,746
- Land, buildings and equipment
- $21,354,627
- Publicly traded securities
- $41,291,632
- Net assets without donor restrictions
- $38,335,387
- Net assets with donor restrictions
- $25,673,359
- Gross receipts
- $10,332,437
- Employees
- 2
- Volunteers
- 22
- Year formed
- 2014
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FREDERICK T HILL | PRESIDENT Trustee or director, Officer | 15 | $61,858 | $667,055 | $64,429 |
| JOHN KJENNER | CFO Officer | 40 | $315,169 | $0 | $51,459 |
| PAUL CHEN | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANDREW WOODEN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANNE SEVERNS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| IAN EDDLESTON | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SASKIA SUBRAMANIAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHANIE UCHIMA-CARNEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SEEMA DHIR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JARED FELT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PATRICE HARMON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS MOONEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CEDRIC PENIX | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JASON RO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ERIN DAWKINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA EGHAN | DIRECTOR Trustee or director | 1 | $0 |
| SIRI FISKE | DIRECTOR Trustee or director | 1 | $0 |
| SAMANTHA NADELLA | DIRECTOR Trustee or director | 1 | $0 |
| RACHEL NGUYEN | DIRECTOR Trustee or director | 1 | $0 |
| DEREK ROTH | DIRECTOR Trustee or director | 1 | $0 |
| TERRI BURKE | DIRECTOR Trustee or director | 1 | $0 |
| JENN CHOU | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FREDERICK T HILL | PRESIDENT Trustee or director, Officer | 15 | $102,702 | $662,807 | $62,489 |
| JOHN KJENNER | CFO Officer | 40 | $272,832 | $0 | $49,448 |
| EDEN WARNER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SASKIA SUBRAMANIAN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| IAN EDDLESTON | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANNE SEVERNS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ARMAND DAWKINS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAUL CHEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JENN CHOU | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TERRI BURKE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA EGHAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JARED FELT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SIRI FISKE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PATRICE HARMON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TOM MOONEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SAMANTHA NADELLA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RACHEL NGUYEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JASON RO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DEREK ROTH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RENITA SMITH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHANI UCHIMA-CARNEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW WOODEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN KJENNER | CFO Officer | 40 | $264,684 | $44,862 |
| FREDERICK T HILL | PRESIDENT Trustee or director, Officer | 15 | $106,735 | $25,818 |
| ROBERT SCHUCHARD | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RAY RAVAGLIA | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANNE SEVERNS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| IAN EDDLESTON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PAUL CHEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ARMAND DAWKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EDEN WARNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARFIELD SMITH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JARED FELT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN DRYDEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PATRICE HARMON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RACHEL NGUYEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RACHEL DERO DEROGATIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TOM MOONEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SASKIA SUBRAMANIAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VELVETH SCHMITZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 26800 ACADEMY DR, PLS VRDS PNSL, CA 90274-3971
- In care of
- % JOHN KJENNER
- Principal officer (990 for 2024)
- FREDERICK T HILL, 26800 S ACADEMY DRIVE, PALOS VERDES PENINSULA, CA 90274
- Signed the 990
- STEVEN D TOLBERT, INTERIM CFO/COO - RCF
- Phone
- (310) 377-1543
- Website
- WWW.CHADWICKSCHOOL.ORG
- Return prepared by
- WINDES INC
California records
California keeps its own records of charities and corporations. Search them by EIN 47-1272243 or by the name ROESSLER-CHADWICK FOUNDATION GROUP.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO FURTHER THE EXEMPT PURPOSES OF ROESSLER-CHADWICK FOUNDATION (THE FOUNDATION) BY OPERATING AS A SUPPORTING ORGANIZATION TO THE FOUNDATION.
Program accomplishments
- THE ORGANIZATION PROVIDES SUPPORTING ACTIVITIES THAT PRIMARILY CONSIST OF HOLDING, INVESTING AND MANAGING ASSETS RECEIVED FROM THE ROESSLER-CHADWICK FOUNDATION (THE FOUNDATION) AND MAKING EXPENDITURES FOR THE BENEFIT OF THE FOUNDATION AND ITS STUDENTS, INCLUDING PROVIDING A SOURCE OF FUNDING FOR THE FOUNDATION'S SCHOLARSHIP PROGRAM, AND ENGAGING IN RELATED MANAGERIAL FUNCTIONS. BY SEPARATING THE MANAGEMENT OF THE REAL ESTATE AND INVESTMENTS PREVIOUSLY HELD BY THE FOUNDATION, THE FOUNDATION IS NOW ABLE TO FOCUS IN GREATER PART ON THE OPERATIONS AND EDUCATIONAL MISSION OF EACH OF ITS SCHOOLS WHILE THE ORGANIZATION IS FOCUSED ON ASSET MANAGEMENT, FINANCIAL PLANNING, AND OVERARCHING STRATEGIES FOR THE BENEFIT OF THE FOUNDATION.Expenses $3,384,120 · grants $1,640,872 · revenue $1,093,382
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 47-1272243
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type II
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B19)
- Assets (IRS master file)
- $77,024,581
- Income (IRS master file)
- $10,332,437
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,999,292 | $4,715,914 | $77,024,581 | IRS |
| 990 | June 2024 | $8,203,202 | $4,794,452 | $69,271,874 | IRS |
| 990 | June 2023 | $3,323,944 | $4,346,063 | $65,940,877 | XML |
| 990 | June 2022 | $2,911,019 | $4,143,398 | $63,578,089 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-1272243).
Questions about ROESSLER-CHADWICK FOUNDATION GROUP
- What is the EIN of ROESSLER-CHADWICK FOUNDATION GROUP?
- The employer identification number (EIN) of ROESSLER-CHADWICK FOUNDATION GROUP is 47-1272243.
- Is ROESSLER-CHADWICK FOUNDATION GROUP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to ROESSLER-CHADWICK FOUNDATION GROUP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does ROESSLER-CHADWICK FOUNDATION GROUP file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROESSLER-CHADWICK FOUNDATION GROUP due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROESSLER-CHADWICK FOUNDATION GROUP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ROESSLER-CHADWICK FOUNDATION GROUP?
- The 990 for the year ended June 30, 2025 names FREDERICK T HILL.
- Who are the officers and directors of ROESSLER-CHADWICK FOUNDATION GROUP?
- The 990 for the year ended June 30, 2025 lists 22 people; 2 received compensation from the organization, the highest $61,858 (FREDERICK T HILL, PRESIDENT).
- How much revenue does ROESSLER-CHADWICK FOUNDATION GROUP have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,999,292, expenses of $4,715,914 and total assets of $77,024,581 at year end.
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