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EIN 47-1272243

Roessler-Chadwick Foundation Group

IRS 501(c) type
501(c)(3)
Num. employees
2
City
Palos Verdes Peninsula
State
California
Year formed
2014
Most recent tax filings
2023-06-01
NTEE code, primary
B11: Education Single Organization Support
Description
Roessler-Chadwick Foundation Group supports the exempt purposes of Roessler-Chadwick Foundation by managing its assets and making expenditures for the benefit of the Foundation and its students. The organization operates as a supporting organization to the Foundation with primary activities consisting of holding, investing, and managing assets received from the Foundation.
Related structure
Roessler-Chadwick Foundation Group is a subordinate organization under Chadwick School.
Total revenues
$3,323,944
2023
Total expenses
$4,346,063
2023
Total assets
$65,940,877
2023
Num. employees
2
2023

Program areas at Roessler-Chadwick Foundation Group

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 financial aid 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.

Grants made by Roessler-Chadwick Foundation Group

GranteeGrant descriptionAmount
Chadwick SchoolEndowment Appropriations$1,520,373

Who funds Roessler-Chadwick Foundation Group

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
UniHealth FoundationImprove Educational and Wellness Outcomes for Low Income Students$25,000
David A Steinberg Family FoundationGrant for Education$25,000
The Blackbaud Giving FundGeneral Support$8,151
...and 8 more grants received

Personnel at Roessler-Chadwick Foundation Group

NameTitleCompensation
John KjennerChief Financial Officer$264,684
Anne SevernsSecretary / Director$0
Ray RavagliaVice Chair / Director$0
Ian EddlestonTreasurer / Director / Trustee$0
Robert SchuchardVice Chair / Trustee$0
...and 6 more key personnel

Financials for Roessler-Chadwick Foundation Group

RevenuesFYE 06/2023
Total grants, contributions, etc.$780,364
Program services$883,802
Investment income and dividends$877,012
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$131,113
Net gain from sale of non-inventory assets$491,600
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$160,053
Total revenues$3,323,944

Form 990s for Roessler-Chadwick Foundation Group

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-14990View PDF
2022-062023-10-11990View PDF
2021-062022-05-16990View PDF
2020-062021-05-25990View PDF
2019-062020-09-29990View PDF
...and 5 more Form 990s
Data update history
September 21, 2024
Received grants
Identified 2 new grant, including a grant for $8,151 from The Blackbaud Giving Fund
July 21, 2024
Used new vendors
Identified 1 new vendor, including
July 16, 2024
Updated personnel
Identified 2 new personnel
July 9, 2024
Posted financials
Added Form 990 for fiscal year 2023
May 18, 2024
Received grants
Identified 4 new grant, including a grant for $25,000 from UniHealth Foundation
Nonprofit Types
School foundationsGrantmaking organizationsChapter / child organizationsCharities
Issues
Education
Characteristics
Funds one specific organizationProvides grantsPartially liquidatedOperates internationallyEndowed supportTax deductible donationsAccepts online donations
General information
Address
26800 S Academy Dr
Palos Verdes Peninsula, CA 90274
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Los Angeles County, CA
Website URL
chadwickschool.org/ 
Phone
(310) 377-1543
IRS details
EIN
47-1272243
Fiscal year end
June
Taxreturn type
Form 990
Year formed
2014
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B11: Education Single Organization Support
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Subordinate organization
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - Awaiting Reporting
FTB status revoked
Not revoked
AG Registration Number
CT0224986
FTB Entity ID
3686367
AB 488 data last updated ("as-of") date
2024-12-18
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