Roessler-Chadwick Foundation Group

Organization Overview

Roessler-Chadwick Foundation Group is located in Palos Verdes Peninsula, CA. The organization was established in 2014. According to its NTEE Classification (B19) the organization is classified as: Support N.E.C., under the broad grouping of Education and related organizations. As of 06/2021, Roessler-Chadwick Foundation Group employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Roessler-Chadwick Foundation Group is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 06/2021, Roessler-Chadwick Foundation Group generated $2.2m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 5.3% each year. All expenses for the organization totaled $3.7m during the year ending 06/2021. While expenses have increased by 7.2% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

THE ORGANIZATION WAS FORMED TO FURTHER THE EXEMPT PURPOSES OF ROESSLER-CHADWICK FOUNDATION (THE FOUNDATION) BY OPERATING AS A SUPPORTING ORGANIZATION TO THE FOUNDATION.

Describe the Organization's Program Activity:

Part 3 - Line 4a

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.


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Board, Officers & Key Employees

Name (title)Compensation
John Kjenner
C.f.o.
$194,496
Frederick T Hill
President
$50,576
Nick Richardson
Chair
$0
Gregg Tenser
Treasurer
$0
Christine Bucklin
Secretary
$0
Robert Schuchard
Vice Chair
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$280,912
Noncash contributions included in lines 1a–1f $120,444
Total Revenue from Contributions, Gifts, Grants & Similar$280,912
Total Program Service Revenue$944,949
Investment income $1,229,886
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $62,971
Net Gain/Loss on Asset Sales -$528,923
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $2,244,634

Grants Awarded

Over the last fiscal year, Roessler-Chadwick Foundation Group has awarded $1,570,742 in support to 2 organizations.

Grant RecipientAmount

ROESSLER-CHADWICK FOUNDATION

Org PageRecipient Profile

Palos Verdes Peninsula, CA

PURPOSE: ENDOWMENT APPROPRIATIONS

$1,152,817

ROESSLER-CHADWICK FOUNDATION

Org PageRecipient Profile

Palos Verdes Peninsula, CA

PURPOSE: GENERAL SUPPORT

$417,925
View Grant Profile

Grants Recieved

Over the last fiscal year, we have identified 1 grants that Roessler-Chadwick Foundation Group has recieved totaling $29.

Awarding OrganizationAmount
Amazonsmile Foundation

Seattle, WA

PURPOSE: GENERAL SUPPORT

$29
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$36,008,863
Earnings$10,730,893
Net Contributions$260,150
Grants$1,287,198
Ending Balance$45,712,708

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