2026-05-14T20:13:31-05:00 2025-06-30 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2024-07-01 950615438 ROESSLER-CHADWICK FOUNDATION ROES 3103771543 26800 S ACADEMY DRIVE PALOS VERDES PENINSULA CA 90274 STEVEN D TOLBERT INTERIM CFO/COO 3103771543 2026-05-13 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2026-05-13 2024 2025-03-06 01:10:19Z CHADWICK SCHOOL & CHADWICK INTL JESSICA DONOVAN 26800 S ACADEMY DRIVE PALOS VERDES PENINSULA CA 90274 107102800 0 X WWW.CHADWICKSCHOOL.ORG X 1935 CA TO EDUCATE CHILDREN FROM KINDERGARTEN TO THE TWELFTH GRADE. 22 21 505 250 0 0 7692238 4830528 92642663 97547831 3528084 2760620 -18396 318861 103844589 105457840 10746497 11045296 0 0 61037677 62944874 0 0 1909926 27941776 27661813 99725950 101651983 4118639 3805857 142699220 151285580 99661205 103771465 43038015 47514115 X CHADWICK SCHOOLS DEVELOP GLOBAL CITIZENS WITH KEEN MINDS, EXEMPLARY CHARACTER, SELF-KNOWLEDGE AND THE ABILITY TO LEAD.(SEE SCHEDULE O)PHILOSOPHY STATEMENT: CHADWICK SCHOOLS ARE DEEPLY COMMITTED TO SELF-DISCOVERY THROUGH EXPERIENCE AND REFLECTION. STUDENTS DEVELOP THE JOY OF LEARNING, SELF-CONFIDENCE, WELL-BEING, AND CURIOSITY THROUGH INTERACTIVE AND PRACTICAL EXPERIENCES. OUR SCHOOLS SHARE THE CORE VALUES OF RESPECT, RESPONSIBILITY, HONESTY, FAIRNESS, AND COMPASSION. THROUGH ACTIVE PARTICIPATION IN AN INTENTIONALLY DIVERSE AND INCLUSIVE ENVIRONMENT, STUDENTS MAKE A POSITIVE IMPACT WITHIN AND BEYOND THEIR OWN COMMUNITIES. BY LIVING AND LEARNING IN A STUDENT-CENTERED, COLLABORATIVE ATMOSPHERE OF EXCELLENCE, INTEGRITY AND TRUST, WE COME TO EXPECT THE BEST OF OURSELVES AND OTHERS. 0 0 44453064 3189830 52983164 CHADWICK INTERNATIONAL (CI), FOUNDED IN 2010, IS A PK-12 INTERNATIONAL SCHOOL FULLY EQUIPPED WITH AN EXCEPTIONAL 500,000 SQUARE FOOT, STATE-OF-THE-ART FACILITY THAT HAS BEEN BUILT IN THE SONGDO INTERNATIONAL BUSINESS DISTRICT IN INCHEON, SOUTH KOREA. DURING THE SCHOOL YEAR ENDING JUNE 30, 2025, THE SCHOOL HAD AN ENROLLMENT OF APPROXIMATELY 1,454 IN GRADES PK-12. CHADWICK INTERNATIONAL ACHIEVES ITS EDUCATIONAL MISSION THROUGH HIGHLY EXPERIENCED AND DEDICATED FACULTY MEMBERS FROM AROUND THE WORLD. THE CURRICULUM AT CHADWICK INTERNATIONAL IS DESIGNED TO MEET THE EDUCATIONAL STANDARDS OF THE INTERNATIONAL BACCALAUREATE (IB) AS WELL AS THE WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES (WASC). CI MAINTAINS A TEACHER TO STUDENT RATIO OF 7:1. 38463350 6423213 40047040 CHADWICK SCHOOL, FOUNDED IN 1935, IS LOCATED IN PALOS VERDES PENINSULA, CA, SERVING APPROXIMATELY 839 STUDENTS EACH YEAR, K-12. THROUGH ACTIVE PARTICIPATION IN A DIVERSE SCHOOL COMMUNITY, STUDENTS PREPARE TO CONTRIBUTE MEANINGFULLY TO THEIR LOCAL, NATIONAL, AND GLOBAL COMMUNITIES. TALENTED AND CARING FACULTY AND STAFF CULTIVATE IN EACH STUDENT THE JOY OF LEARNING, SELF-CONFIDENCE, WELL-BEING, AND THE INDIVIDUAL GIFTS THAT EACH POSSESSES. BY LIVING AND LEARNING IN AN ATMOSPHERE OF INTEGRITY AND TRUST, STUDENTS COME TO EXPECT THE BEST OF THEMSELVES AND OTHERS. OTHER PROGRAM SERVICES INCLUDE AN OUTDOOR EDUCATION PROGRAM THAT IS A MANDATORY PROGRAM FOR STUDENTS FROM GRADES 3 THROUGH 12. ITS PURPOSE IS TIED CLOSELY TO THE SCHOOL'S MISSION WHICH IS TO DEVELOP "SELF-CONFIDENT INDIVIDUALS OF EXEMPLARY CHARACTER." 1432253 1432253 CAPITAL EXPENDITURE APPROPRIATIONS TO ROESSLER-CHADWICK FOUNDATION GROUP. 1343052 1648424 AFTER SCHOOL ACTIVITIES (COMMUNITY PROGRAM, MUSICAL INSTRUMENT PROGRAM) 1058696 2468229 SUMMER PROGRAMS ARE OFFERED EVERY YEAR FOR 5 WEEKS FROM JUNE TO JULY FOR KIDS AGES 4-14. PROGRAMS ARE OFFERED COVERING AREAS LIKE ACADEMIC ENRICHMENT, ARTISTIC INSPIRATION, ATHLETIC INSTRUCTION, AND A FUN DAY CAMP EXPERIENCE. ALSO OFFERS A BUS SERVICE. 264809 288674 CIPA PROGRAM 100198 112300 KOREAN DEGREE CERTIFICATION PROGRAM 2766755 4517627 87115422 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 1 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 107 0 1 505 1 0 1 KS 0 0 0 1 1 0 0 0 0 0 0 X 22 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X STEVEN TOLBERT 3103771543 26800 S ACADEMY DRIVE PALOS VERDES PENINSULA CA 90274 SASKIA SUBRAMANIAN CHAIR 2.00 1.00 X X 0 0 0 STEPHANIE UCHIMA-CARNEY SECRETARY 2.00 1.00 X X 0 0 0 PAUL CHEN TRUSTEE 2.00 1.00 X 0 0 0 ANNE SEVERNS TRUSTEE 2.00 1.00 X 0 0 0 SEEMA DHIR TRUSTEE 2.00 1.00 X 0 0 0 IAN EDDLESTON TRUSTEE 2.00 1.00 X 0 0 0 JARED FELT TRUSTEE 2.00 1.00 X 0 0 0 PATRICE HARMON TRUSTEE 2.00 1.00 X 0 0 0 THOMAS MOONEY TRUSTEE 2.00 1.00 X 0 0 0 CEDRIC PENIX TRUSTEE 2.00 1.00 X 0 0 0 ERIN DAWKINS TRUSTEE 2.00 1.00 X 0 0 0 BARBARA EGHAN TRUSTEE 2.00 1.00 X 0 0 0 SIRI FISKE TRUSTEE 2.00 1.00 X 0 0 0 GREG HILL TRUSTEE 2.00 X 0 0 0 SAMANTHA NADELLA TRUSTEE 2.00 1.00 X 0 0 0 RACHEL NGUYEN TRUSTEE 2.00 1.00 X 0 0 0 DEREK ROTH TRUSTEE 2.00 1.00 X 0 0 0 TERRI BURKE TRUSTEE 2.00 1.00 X 0 0 0 JENN CHOU TRUSTEE 2.00 1.00 X 0 0 0 ANDREW WOODEN TRUSTEE 2.00 1.00 X 0 0 0 FREDERICK HILL HEAD OF SCHOOL - KOREA 40.00 15.00 X X 667055 61858 64429 JASON RO TRUSTEE 2.00 1.00 X 0 0 0 JESSICA DONOVAN HEAD OF SCHOOL 40.00 X 487977 0 54227 ROBERT HORNE CFO/COO-CHADWICK SCHOOL PV CAMPUS 40.00 X 287676 0 79093 JOHN KJENNER CFO - RCFG 1.00 40.00 X 0 315169 51459 SUN HOO CHUNG CFO - KOREA 40.00 X 227149 0 36660 BOBBY FAGOGENIS ASSISTANT HEAD OF SCHOOL - KOREA 40.00 X 218100 0 96930 JULIAN TAYLOR VILLAGE SCHOOL PRINCIPAL - KOREA 40.00 X 269259 0 107238 CHARLTON JACKSON MIDDLE SCHOOL PRINCIPAL - KOREA 40.00 X 203734 0 26498 DAVID SNIPES ATHLETIC DIR. - KOREA 40.00 X 184431 0 99341 UNNA HUH EXTERNAL AFFAIRS DIR. - KOREA 40.00 X 256534 0 25120 WERNER PAETZOLD DIR PROF GROWTH & CURRIC - KOREA 40.00 X 181544 0 16401 SOLEIMAN DIAS DIR ALUM & INTL COMM RELAT - KOREA 40.00 X 186037 0 19046 EMILY JACOBS DIR ENROLL MGMT. & STRATEGY - KOREA 40.00 X 176598 0 45991 3346094 377027 722433 26 0 1 0 HYUNDAI C&R TOWER 730 570 SONGPADAERO SONGPAG SEOUL KS SECURITY, CLEANING, FACILITY M&R SERVICE 2107469 FIRST STUDENT 22157 NETWORK PLACE CHICAGO IL 60673 BUS SERVICES 1090796 IOS E&C 43-14 GASAN DIGITAL 2-RO GEUMCHEONGU KS PROPERTY MANAGEMENT 1070068 LUNADA CONSULTING & DESIGN INC 2441 CHELSEA ROAD PALOS VERDES ESTATES KS 90274 CONSULTING & DESIGN 420884 SASAKI ASSOCIATES INC 110 CHAUNCY STREET SUITE 200 BOSTON MA 02111 CONSULTING & DESIGN 395591 30 869290 1640872 2320366 98678 4830528 TUITION AND FEES 900099 93030204 93030204 AUXILIARY PROGRAMS 900099 3919627 3919627 OTHER OPERATING INCOME 900099 598000 598000 97547831 2854276 2854276 1119550 1213206 -93656 -93656 -93656 229667 869290 431754 -202087 -202087 GAIN ON FOREIGN CURRENCY TRANSLAT 900099 444953 444953 CHANGE IN LEASED ASSET VALUATION 900099 57076 57076 18919 18919 520948 105457840 97547831 0 3079481 1432253 1432253 6423213 6423213 3189830 3189830 2832367 1074595 1757772 41891498 37720991 3491983 678524 2255440 2010653 194221 50566 13568533 12301107 1075587 191839 2397036 2004190 344897 47949 180833 180833 407238 407238 35233 35233 482627 227416 68186 187025 143160 51117 87812 4231 1394415 703255 420303 270857 978005 660403 317602 7155151 6081349 1073802 398245 216601 135856 45788 969788 524300 160574 284914 3879139 3437043 442096 1085393 466305 619088 OPERATING EXPENSE 3021180 2463252 435194 122734 PLANT OPERATING/MAINT. 1229993 998396 231597 SUMMER & OTHER PROGRAMS 1190154 1190154 EQUIPMENT & SUPPLIES 1106010 1049388 39330 17292 4005249 2889611 1107431 8207 101651983 87115422 12626635 1909926 733847 1255503 64234727 67560732 857561 703511 912309 655184 42258 64177 2471516 2304861 62976510 11184583 48462325 51791927 15860091 18909230 9124586 8040455 142699220 151285580 19482294 21614758 39266315 42911020 37903122 37506745 3009474 1738942 99661205 103771465 X 34838712 38199306 8199303 9314809 43038015 47514115 142699220 151285580 X 3805857 1874129 -1203886 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44445777 2911851 4981977 1640872 50698733 40563826 5471113 1589162 44445777 37415846 4694176 1546196 40563826 45712708 67865 -6817871 1386856 160000 37415846 36008863 260150 10730893 1287198 45712708 0.52850 0.09150 0.38000 0 1 1 35526904 35526904 14228655 2267040 11961615 327265 327257 8 9143284 6831053 2312231 3750402 1759233 1991169 51791927 CHARITABLE TRUST RECEIVABLE 141371 RENTAL DEPOSITS 5782245 OTHER RECEIVABLES 24171 OPERATING LEASE RIGHT-OF-USE ASSETS 2092668 8040455 OPERATING LEASE LIABILITIES 1738942 1738942 X 97675943 1874129 -9620793 -7746664 105422607 35233 35233 105457840 92460522 456815 456815 92003707 35233 9613043 9648276 101651983 PART V, LINE 4: THE ROESSLER-CHADWICK FOUNDATION GROUP WILL HOLD, MANAGE AND INVEST THE ASSETS TRANSFERRED BY THE FOUNDATION AND MAKE 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. PART X, LINE 2: THE ORGANIZATION IS A PUBLIC CHARITY STRUCTURED AS A NONPROFIT CORPORATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION IS EXEMPT FROM INCOME TAXES, DOMESTIC AND FOREIGN, RELATED TO REVENUE RECEIVED IN CONNECTION WITH EXEMPT PROGRAMS. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS AS TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -9,613,043. LOSS ON UNCOLLECTBLE PLEDGES -7,750. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN DEFINED BENEFIT OBLIGATION 456,815. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 9,613,043. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NEWSPAPER, BROCHURES, WEBSITE, AND BULLETINS 0 EAST ASIA AND THE PACIFIC ASSETS FOR PRE-KINDERGARTEN THROUGH 12TH GRADE INTERNATIONAL SCHOOL OPERATION OF A ELEMENTARY, MIDDLE AND HIGH SCHOOL 100430617 EAST ASIA AND THE PACIFIC 1 205 EXPENSES FOR PRE-KINDERGARTEN THROUGH 12TH GRADE INTERNATIONAL SCHOOL OPERATION OF A ELEMENTARY, MIDDLE AND HIGH SCHOOL 49684573 1 205 0 0 1 205 150115190 0 150115190 TUITION REMISSIONS/SUBSIDIES EAST ASIA AND THE PACIFIC 164 3189830 TUITION REDUCTION FMV 0 0 0 0 0 0 PART I, LINE 2: GRANT FUNDS ARE NOT PROVIDED TO RECIPIENTS DIRECTLY. TUITION REMISSIONS/SUBSIDIES REDUCE THE RECIPIENTS' TUITION PAYMENTS. PART I, LINE 3: ALL ACCOUNTING RECORDS ARE MAINTAINED BY THE BUSINESS OFFICE ON CAMPUS AT CHADWICK INTERNATIONAL. THE SCHOOL'S FINANCIALS ARE AUDITED ACCORDING TO INTERNATIONAL FINANCIAL REPORTING STANDARDS (IFRS). SPRING GALA 694048 569568 124480 181410 112012 6220 GOLF EVENT - KOREA 222602 185125 37477 14686 11198 11593 1 182307 114597 67710 94635 1098957 869290 229667 196096 123210 6220 106228 431754 -202087 1 ROESSLER-CHADWICK FOUNDATION GROUP 26800 S ACADEMY DRIVE PALOS VERDES PENINSULA CA 90274 471272243 501(C)(3) 1432253 0 CAPITAL EXPENDITURE APPROPRIATIONS 1 TUITION REMISSION 48 1668240 FMV TUITION REDUCTION FINANCIAL AID 141 4754973 FMV TUITION REDUCTION PART I, LINE 2: FAMILIES APPLY FOR FINANCIAL AID AND PROVIDE TAX STATEMENTS TO VERIFY INCOME. INDIVIDUAL APPLICATIONS ARE EVALUATED ON A CASE BY CASE BASIS AND AWARDS ARE DETERMINED BASED ON TOTAL NEED AND AVAILABLE FUNDS. STUDENTS WHO RECEIVE SUPPORT THROUGH SCHOLARSHIPS AND FINANCIAL AID HAVE AMOUNTS THAT ARE AWARDED TO THEM CREDITED TO THEIR TUITION ACCOUNTS REDUCING THE AMOUNT PAYABLE. THE FUNDS ARE NOT GIVEN DIRECTLY TO STUDENTS. ROESSLER-CHADWICK FOUNDATION GROUP IS A TYPE II SUPPORTING ORGANIZATION FOR ROESSLER-CHADWICK FOUNDATION, AND IS SUPERVISED OR CONTROLLED BY ITS SUPPORTED ORGANIZATION. X X X X X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 FREDERICK HILL HEAD OF SCHOOL - KOREA 526181 61858 94291 0 46583 0 30326 0 4123 29980 701504 91838 0 0 JESSICA DONOVAN HEAD OF SCHOOL 487977 0 0 0 0 0 24792 0 29435 0 542204 0 0 0 JULIAN TAYLOR VILLAGE SCHOOL PRINCIPAL - KOREA 230440 0 0 0 38819 0 15880 0 91358 0 376497 0 0 0 ROBERT HORNE CFO/COO-CHADWICK SCHOOL PV CAMPUS 287676 0 0 0 0 0 30500 0 48593 0 366769 0 0 0 JOHN KJENNER CFO - RCFG 0 315169 0 0 0 0 0 30500 0 20959 0 366628 0 0 BOBBY FAGOGENIS ASSISTANT HEAD OF SCHOOL - KOREA 195166 0 0 0 22934 0 14235 0 82695 0 315030 0 0 0 DAVID SNIPES ATHLETIC DIR. - KOREA 155561 0 6524 0 22346 0 9920 0 89421 0 283772 0 0 0 UNNA HUH EXTERNAL AFFAIRS DIR. - KOREA 179501 0 0 0 77033 0 13894 0 11226 0 281654 0 0 0 SUN HOO CHUNG CFO - KOREA 205310 0 0 0 21839 0 17620 0 19040 0 263809 0 0 0 CHARLTON JACKSON MIDDLE SCHOOL PRINCIPAL - KOREA 178742 0 0 0 24992 0 11059 0 15439 0 230232 0 0 0 EMILY JACOBS DIR ENROLL MGMT. & STRATEGY - KOREA 157331 0 0 0 19267 0 6805 0 39186 0 222589 0 0 0 SOLEIMAN DIAS DIR ALUM & INTL COMM RELAT - KOREA 159267 0 0 0 26770 0 8746 0 10300 0 205083 0 0 0 WERNER PAETZOLD DIR PROF GROWTH & CURRIC - KOREA 168732 0 0 0 12812 0 12942 0 3459 0 197945 0 0 0 PART I, LINE 1A WHEN FACULTY/STAFF RELOCATE TO THE KOREA FACILITY, THE SCHOOL PROVIDES AIRLINE TICKETS FOR THEIR DEPENDENTS. THE SCHOOL ALSO COVERS THE LOCAL TAXES FOR FACULTY/STAFF WORKING OVERSEAS. THE HEAD OF SCHOOL RECEIVES AN ALLOWANCE FOR DISCRETIONARY SPENDING. THE SPENDING ALWAYS BENEFITS THE SCHOOL. THE HEAD OF SCHOOL LIVES IN A HOUSE OWNED AND MAINTAINED BY ROESSLER-CHADWICK FOUNDATION GROUP, A RELATED ORGANIZATION. PART I, LINE 3 THE BOARD OF TRUSTEES ANNUALLY REVIEWS THE TOTAL COMPENSATION OF THE HEAD OF SCHOOL. COMPENSATION IS ESTABLISHED THROUGH THE USE OF MARKET DATA PROVIDED BY THIRD PARTIES AND PUBLIC DISCLOSURES BY COMPARABLE SCHOOLS. COMPENSATION IS APPROVED BY THE BOARD. THE HEAD OF SCHOOL REVIEWS AND APPROVES THE COMPENSATION FOR ALL KEY EMPLOYEES. COMPENSATION IS DETERMINED THROUGH THE USE OF MARKET DATA BY THIRD PARTIES AND PUBLIC DISCLOSURES BY COMPARABLE SCHOOLS. PART I, LINE 7 BONUS PAYMENTS ARE NON-FIXED AND DESCRETIONARY. BONUS FOR THE HEAD OF SCHOOL IS DETERMINED BY THE BOARD ACCORDING TO THEIR ANNUAL GOALS VS ACHIEVEMENT, AND OTHERS ARE THE EARLY NOTICE OF THEIR CONTRACT RENEWAL AT THE END OF THE CONTRACT PERIOD. SCHEDULE J, PART II, COLUMN D: ALL EMPLOYEES ARE ELIGIBLE FOR TUITION REMISSION FOR THEIR DEPENDENTS. THIS BENEFIT, IF RECEIVED, IS INCLUDED IN NONTAXABLE BENEFITS REPORTED ON SCHEDULE J, PART II, COLUMN (D). X 22 98678 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 1A OUR BYLAWS STATE THAT "THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE ANY AND ALL OF THE POWERS AND AUTHORITY OF THE BOARD OF TRUSTEES DURING INTERVALS BETWEEN MEETINGS OF THE FULL BOARD OF TRUSTEES, EXCEPT THAT IT SHALL NOT HAVE THE POWER TO ADOPT, AMEND OR REPEAL THE BYLAWS OR TAKE SUCH OTHER ACTION AS IS PROHIBITED OR NOT AUTHORIZED BY LAW." FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE IS PRESENTED A DRAFT OF THE FORM 990 FOR REVIEW. A COPY OF THE FINAL FORM 990 IS THEN GIVEN TO THE BOARD OF TRUSTEES BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH NEW TRUSTEE COMPLETES A "CONFLICT OF INTEREST" QUESTIONNAIRE AND THEN ANNUALLY EACH BOARD MEMBER COMPLETES THE "GOVERNANCE CONFLICT" QUESTIONNAIRE. UPON IDENTIFICATION OF A CONFLICT OF INTEREST, THE CHAIRMAN AND THE BOARD WILL BEST DETERMINE HOW TO PROCEED AND WHETHER RESIGNATION IS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES ANNUALLY REVIEWS THE TOTAL COMPENSATION OF THE HEAD OF SCHOOL. EACH YEAR, COMPETITIVE COMPENSATION GUIDELINES ARE ESTABLISHED THROUGH THE USE OF MARKET DATA PROVIDED BY THIRD PARTY SURVEYS AND PUBLIC DISCLOSURES BY RELEVANT COMPARABLE SCHOOLS. IN ALL CASES, THE PROCESS INCLUDES: USE OF COMPARABLES, APPROVAL BY EITHER THE BOARD OF TRUSTEES OR A DESIGNATED COMMITTEE THEREOF, AND CONTEMPORANEOUS DOCUMENTATION OF THE DECISION MAKING PROCESS. THE PROCESS DESCRIBED ABOVE IS APPLIED TO OTHER EXECUTIVE POSITIONS, INCLUDING THE CHIEF FINANCIAL OFFICER AND DIRECTOR OF ADVANCEMENT, IN THE EVENT OF MATERIAL CHANGES. FORM 990, PART VI, SECTION C, LINE 19 THE DETERMINATION LETTER, THE CONFLICT OF INTEREST, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST BY THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN DEFINED BENEFIT OBLIGATION -456,815. WRITE OFF OF RESTRICTED PLEDGES -7,750. REALLOCATE FY24 CHADWICK SCHOLARSHIP FOUNDATION NET ASSETS TO RCFG -739,321. CHADWICK GLOBAL ENTERPRISES LLC 26800 S ACADEMY DRIVE PALOS VERDES PENINSULA CA 90274 HOLDING CONTRACTS CA 16625 86604 ROESSLER-CHADWICK FOUNDATION GROUP ROESSLER-CHADWICK FOUNDATION GROUP 26800 S ACADEMY DRIVE PALOS VERDES ESTATES CA 90274 471272243 OPERATING AS A SUPPORTING ORGANIZATION TO THE ROESSLER-CHADWICK FOUNDATION CA 501(C)(3) LINE 12B, II ROESSLER-CHADWICK FOUNDATION 1 0 1 1 1 0 0 0 0 0 0 1 1 1 0 1 1 0 0 0 ROESSLER-CHADWICK FOUNDATION GROUP B 353954 PPRRSM ROESSLER-CHADWICK FOUNDATION GROUP B 1064574 CAPITAL GIFTS ROESSLER-CHADWICK FOUNDATION GROUP C 1640872 ENDOWMENT APPROPRIATIONS ROESSLER-CHADWICK FOUNDATION GROUP D 12890443 BALANCE (FY25) ROESSLER-CHADWICK FOUNDATION GROUP P 698420 RCFG STRATEGIC EXP ALLOC