2019-05-15T12:50:44-05:00 2018-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2017-07-01 950615438 ROESSLER-CHADWICK FOUNDATION ROES 3103771543 26800 S ACADEMY DRIVE PALOS VERDES PENINSULA CA 90274 JOHN KJENNER CFO 3103771543 2019-05-14 1 DONITA M JOSEPH P00286656 5624351191 2019-05-14 66.215.11.242 2019-05-14 16:51:19 PD P 775A2711D1EE3D5BA0ABE46AED326317FF9873BE FAA4A87504889BA9051C5890A3D1561A7470D032 2017 2019-02-21 02:37:17Z CHADWICK SCHOOL & CHADWICK INTL JACK E CREEDEN PHD 26800 S ACADEMY DRIVE PALOS VERDES PENINSULA CA 90274 77055605 0 X WWW.CHADWICKSCHOOL.ORG X 1935 CA TO EDUCATE CHILDREN FROM PRE-KINDERGARTEN THROUGH TWELFTH GRADE IN THE U.S. AND SOUTH KOREA. 25 24 489 251 0 0 3925512 4002979 66743594 71388720 701582 749772 395349 208091 71766037 76349562 4125460 4867153 0 0 43132740 45516545 0 0 1538439 21258062 23083569 68516262 73467267 3249775 2882295 73447658 74521118 48997735 46018352 24449923 28502766 X CHADWICK SCHOOL (K-12) AND CHADWICK INTERNATIONAL (PK-12) DEVELOP GLOBAL CITIZENS WITH KEEN MINDS, EXEMPLARY CHARACTER, SELF-KNOWLEDGE AND THE ABILITY TO LEAD. 0 0 25997485 3991540 28338258 FOUNDED IN 1935, CHADWICK SCHOOL IS LOCATED IN PALOS VERDES PENINSULA, CA, SERVING APPROXIMATELY 860 STUDENTS FROM MORE THAN 50 LOCAL COMMUNITIES EACH YEAR, K-12. THROUGH ACTIVE PARTICIPATION IN A DIVERSE SCHOOL COMMUNITY WITH 45 PERCENT STUDENTS OF COLOR, OUR STUDENTS PREPARE TO CONTRIBUTE MEANINGFULLY TO THEIR LOCAL, NATIONAL, AND GLOBAL COMMUNITIES. STUDENTS ARE INVOLVED IN A WIDE RANGE OF ACTIVITIES BEYOND OUTSTANDING ACADEMICS, INCLUDING STEM PROGRAMS, ATHLETIC TEAMS, AWARD-WINNING PERFORMING AND VISUAL ARTS OPPORTUNITIES, STUDENT-LED PUBLICATIONS AND STUDENT-LED CLUBS. 33335425 875613 40297824 CHADWICK INTERNATIONAL (CI), FOUNDED IN 2010, IS A PK-12 INTERNATIONAL SCHOOL AND WAS BUILT ON THE SAME EDUCATIONAL PHILOSOPHY AND CORE VALUES AS CHADWICK SCHOOL IN PALOS VERDES. CI IS FULLY EQUIPPED WITH AN EXCEPTIONAL 500,000 SQUARE FOOT, STATE-OF-THE-ART FACILITY IN THE SONGDO INTERNATIONAL BUSINESS DISTRICT IN INCHEON, SOUTH KOREA. DURING THE SCHOOL YEAR, CI ENROLLMENT WAS 1,200 STUDENTS 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. 644366 910950 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 DAYCAMP EXPERIENCE. ALSO OFFERS A BUS SERVICE. 1430363 1436681 AFTER SCHOOL ACTIVITIES (COMMUNITY PROGRAM, MUSICAL INSTRUMENT PROGRAM) 171974 180854 KOREAN DEGREE CERTIFICATION PROGRAM 259048 224153 CICP & CIPA PROGRAM 1861385 1841688 61838661 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 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 129 0 1 489 1 0 1 KS 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JOHN KJENNER 3103771543 26800 ACADEMY DR PALOS VERDES CA 90274 TED HAILE CHAIR 2.00 1.10 X X 0 0 0 CHRISTINE BUCKLIN VICE CHAIR 2.00 1.00 X X 0 0 0 LYNN HOPTON DAVIS TREASURER 2.00 1.00 X X 0 0 0 JARED FELT SECRETARY 2.00 1.00 X X 0 0 0 KEN BARONSKY TRUSTEE 2.00 1.00 X 0 0 0 LINDA MCLAUGHLIN FIGEL TRUSTEE 2.00 1.00 X 0 0 0 PAM FREER TRUSTEE 2.00 1.00 X 0 0 0 RUTH MACFARLANE TRUSTEE 2.00 1.00 X 0 0 0 JOE CHADWICK PERMANENT TRUSTEE 2.00 1.00 X 0 0 0 NICK RICHARDSON TRUSTEE 2.00 1.00 X 0 0 0 VELVETH SCHMITZ TRUSTEE 2.00 1.00 X 0 0 0 SASKIA SUBRAMANIAN TRUSTEE 2.00 1.00 X 0 0 0 BRIAN SWEENEY TRUSTEE 2.00 1.00 X 0 0 0 WILLIAM V DAVIDSON '63 TRUSTEE EMERITUS 2.00 1.00 X 0 0 0 JOHN FUKUNAGA TRUSTEE 2.00 1.00 X 0 0 0 KURT R GIBBS TRUSTEE 2.00 1.00 X 0 0 0 LISA A PETRIE TRUSTEE 2.00 1.00 X 0 0 0 JENNIE NASH ROBERTSON TRUSTEE 2.00 1.00 X 0 0 0 ROBERT B ROESSLER '40 TRUSTEE 2.00 1.00 X 0 0 0 LYNNE ROSENBERG '81 TRUSTEE 2.00 1.00 X 0 0 0 WAYNE SONG TRUSTEE 2.00 1.00 X 0 0 0 GREGG TENSER TRUSTEE 2.00 1.00 X 0 0 0 CHARLES TOUPS TRUSTEE 2.00 1.00 X 0 0 0 MATT WILSON TRUSTEE 2.00 1.00 X 0 0 0 FREDERICK T HILL PRESIDENT 40.00 1.50 X X 273292 126395 143774 JACK E CREEDEN PHD HEAD OF SCHOOL 40.00 X 286927 0 18402 JOHN KJENNER C.F.O. 40.00 1.50 X 174672 81321 12884 WILLIE MICHELLE LUKE HEAD OF SCHOOL - KOREA 40.00 X 389800 0 84511 SUN HOO CHUNG C.F.O. - KOREA 40.00 X 228115 0 27068 DEBORAH DOWLING ASSISTANT HEAD FOR ACADEMIC AFFAIRS 40.00 X 155694 0 6822 JOSIE BAHEDRY DIRECTOR OF VILLAGE SCHOOL 40.00 X 160996 0 9138 CONNIE KIM MIDDLE SCHOOL PRINCIPAL - KOREA 40.00 X 185749 0 89344 JULIAN TAYLOR VILLAGE SCHOOL PRIN. - KOREA 40.00 X 201814 0 79140 RUSSELL MCGRATH UPPER SCHOOL PRIN. - KOREA 40.00 X 177839 0 17842 BOBBY FAGOGENIS ASSISTANT HEAD OF SCHOOL - KOREA 40.00 X 153249 0 15936 UN NA HUH EXTERNAL AFFAIRS DIR. - KOREA 40.00 X 246017 0 17893 GEORGE GOSTOVICH VISUAL ART TEACHER - KOREA 40.00 X 150765 0 108205 PAUL CHO MUSIC TEACHER - KOREA 40.00 X 153119 0 92242 TREVOR RUSERT COUNSELOR - KOREA 40.00 X 158700 0 76563 SHANNON DRYDEN AQUATICS TEACHER - KOREA 40.00 X 139437 0 80993 3236185 207716 880757 77 0 1 0 TIAA-CREF AS AGENT FOR JPM 730 3RD AVENUE NEW YORK CITY NY 10017 RETIREMENT 1548330 NEW SONGDO INTERNATIONAL DEVELOPMENT LL 25F COVENSIADAERO 165 YEONSUGU INCHEON INCHEON KS 21998 FACILITY MAINTENANCE, SECURITY, CLEANING 1534317 FIRST STUDENT 22157 NETWORK PLACE CHICAGO IL 60673 BUS SERVICES 616685 THE BANK OF NEW YORK MELLON 400 SOUTH HOPE ST STE 400 LOS ANGELES CA 90071 BOND 341847 SPECIALTY SERVICES 45 LA PORTE STREET ARCADIA CA 91006 CLEANING SERVICES 334859 19 229197 1393353 2380429 136768 4002979 TUITION AND FEES 900099 68619074 68619074 AUXILIARY PROGRAMS 900099 2752636 2752636 YEARBOOK INCOME 900099 17010 17010 71388720 616860 616860 532623 112304 512015 0 20608 112304 132912 132912 280221 229197 194028 86193 86193 MISCELLANEOUS 900099 121898 121898 121898 76349562 71388720 0 957863 3991540 3991540 875613 875613 2425931 1254988 1170943 28974805 25654750 2570095 749960 1485840 1286779 167401 31660 11163623 10310063 671253 182307 1466346 1191660 222720 51966 211528 211528 164047 164047 23017 23017 832293 528700 131855 171738 360814 201963 149281 9570 1274729 709632 415614 149483 514305 223668 273746 16891 8924762 7538998 1385764 367345 93230 258703 15412 622934 412713 72200 138021 304379 245824 56654 1901 873070 347871 525199 EQUIPMENT, SUPPLIES, BO 1817488 1537064 273004 7420 OPERATING EXPENSES/SUPP 1466223 1401107 59538 5578 PLANT OPERATING/MAINTEN 1102474 897414 205060 OUTDOOR EDUCATION & FIE 876863 876863 3347298 2258221 1082545 6532 73467267 61838661 10090167 1538439 750 905394 59938386 62479977 780048 78089 391928 135264 26159 30414 1486761 1290646 5335188 4134246 1105772 1200942 2089252 2232327 7628602 6168065 73447658 74521118 12576194 12246790 30529645 33161919 5235600 0 656296 609643 48997735 46018352 X 20725024 24246356 3724899 4256410 24449923 28502766 73447658 74521118 X 2882295 143800 1026748 X 0 1 X 1 0 X 29768585 4041335 1663113 1393353 34079680 27523415 277123 3207143 1239096 29768585 28927773 165205 -581176 988387 27523415 27098193 2110581 511558 792559 28927773 22813112 2680079 3067902 1462900 27098193 0.61000 0.13000 0.26000 0 1 1 307482 149863 157619 4514874 3453655 1061219 512832 530728 -17896 1200942 CONTRIBUTION RECEIVABLE FROM CHARITABLE TRUST 141371 RENTAL DEPOSITS 2364806 DUE FROM COMBINED BRANCHES 3419945 ACCRUED INTEREST INCOME 241943 6168065 DUE TO COMBINED BRANCHES 609643 609643 X 71829940 143800 -4640405 -4496605 76326545 23017 23017 76349562 68577097 0 68577097 23017 4867153 4890170 73467267 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. 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. IN DECEMBER 2017, THE TAX CUTS AND JOBS ACT WAS ENACTED, WHICH MAY RESULT IN ADDITIONAL UNRELATED BUSINESS TAXABLE INCOME ON CERTAIN FRINGE BENEFITS. 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 -4,867,153. CHANGE IN DEFINED BENEFIT OBLIGATION 226,748. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 4,867,153. PART V, LINE 1D AND PART VI THE ROESSLER-CHADWICK FOUNDATION (THE FOUNDATION), PURSUANT TO A PLAN OF REORGANIZATION, TRANSFERRED CERTAIN REAL ESTATE AND PLANT ASSETS, ENDOWMENT ASSETS AND INTELLECTUAL PROPERTY TO THE ROESSLER-CHADWICK FOUNDATION GROUP (RCF GROUP), A 509(A)(3) TYPE II SUPPPORTING ORGANIZATION OF THE FOUNDATION IN FISCAL YEARS JUNE 30, 2016 AND JUNE 30, 2017. THE RCF 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. 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 - 1 205 EXPENSES FOR PRE-KINDERGARTEN THROUGH 12TH GRADE INTERNATIONAL SCHOOL OPERATION OF A ELEMENTARY, MIDDLE AND HIGH SCHOOL 41558293 EAST ASIA AND THE PACIFIC - 1 205 ASSETS FOR PRE-KINDERGARTEN THROUGH 12TH GRADE INTERNATIONAL SCHOOL OPERATION OF A ELEMENTARY, MIDDLE AND HIGH SCHOOL 37298724 2 410 0 0 2 410 78857017 0 78857017 TUITION REMISSIONS/SUBSIDIES EAST ASIA AND THE PACIFIC 68 875613 CASH PAYMENTS 0 0 0 0 0 0 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 352568 143590 208978 8492 30985 1200 22091 GOLF EVENT 149429 84976 64453 3492 42161 84976 2 7421 631 6790 631 509418 229197 280221 11984 73146 1200 107698 194028 86193 1 FACULTY SCHOLARSHIPS 39 929015 FINANCIAL AID 94 3062525 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. X X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 FREDERICK T HILL PRESIDENT 259617 120070 13675 6325 0 0 65641 30359 23661 24113 362594 180867 0 0 JACK E CREEDEN PHD HEAD OF SCHOOL 230927 0 56000 0 0 0 0 0 18402 0 305329 0 0 0 JOHN KJENNER C.F.O. 157614 73379 17058 7942 0 0 0 0 5110 7774 179782 89095 0 0 WILLIE MICHELLE LUKE HEAD OF SCHOOL - KOREA 333734 0 21952 0 34114 0 14506 0 70005 0 474311 0 0 0 SUN HOO CHUNG C.F.O. - KOREA 197652 0 0 0 30463 0 11441 0 15627 0 255183 0 0 0 DEBORAH DOWLING ASSISTANT HEAD FOR ACADEMIC AFFAIRS 155694 0 0 0 0 0 0 0 6822 0 162516 0 0 0 JOSIE BAHEDRY DIRECTOR OF VILLAGE SCHOOL 160996 0 0 0 0 0 0 0 9138 0 170134 0 0 0 CONNIE KIM MIDDLE SCHOOL PRINCIPAL - KOREA 172170 0 0 0 13579 0 9538 0 79806 0 275093 0 0 0 JULIAN TAYLOR VILLAGE SCHOOL PRIN. - KOREA 182131 0 0 0 19683 0 10347 0 68793 0 280954 0 0 0 RUSSELL MCGRATH UPPER SCHOOL PRIN. - KOREA 169144 0 0 0 8695 0 10178 0 7664 0 195681 0 0 0 BOBBY FAGOGENIS ASSISTANT HEAD OF SCHOOL - KOREA 135403 0 1326 0 16520 0 8551 0 7385 0 169185 0 0 0 UN NA HUH EXTERNAL AFFAIRS DIR. - KOREA 172805 0 531 0 72681 0 8865 0 9028 0 263910 0 0 0 GEORGE GOSTOVICH VISUAL ART TEACHER - KOREA 117851 0 7549 0 25365 0 5342 0 102863 0 258970 0 0 0 PAUL CHO MUSIC TEACHER - KOREA 113849 0 13948 0 25322 0 5258 0 86984 0 245361 0 0 0 TREVOR RUSERT COUNSELOR - KOREA 143035 0 990 0 14675 0 7930 0 68633 0 235263 0 0 0 SHANNON DRYDEN AQUATICS TEACHER - KOREA 108324 0 12134 0 18979 0 4971 0 76022 0 220430 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. JACK CREEDEN RECEIVES AN ALLOWANCE FOR DISCRETIONARY SPENDING. THE SPENDING ALWAYS BENEFITS THE SCHOOL. JACK CREEDEN 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 SCHOOL'S HEADMASTER. 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 HEADMASTER 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. SCHEDULE J, PART II, COLUMN D CERTAIN U.S. BASED EMPLOYEES RECEIVE TUITION REMISSION FOR THEIR CHILD(REN) UNDER A GRANDFATHERED BENEFIT PROGRAM. ALL EMPLOYEES OF THE SOUTH KOREAN CAMPUS RECEIVE THIS BENEFIT. TUITION REMISSION, IF RECEIVED, IS INCLUDED IN SCHEDULE J, PART II, COLUMN (D). X 18638 COMPARABLE SALES X 11 116123 AVG. OF HIGH & LOW X COSMETICS 3 1145 COMPARABLE SALES X BAGS 1 862 COMPARABLE SALES 0 1 1 PART I, COLUMN (B): REPRESENTS THE NUMBER OF PERSONS WHO CONTRIBUTED. PART I, LINE 32B: A BROKER IS USED TO RECEIVE AND SELL NON-CASH SECURITIES. FORM 990, PART VI, SECTION A, LINE 1 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 PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT 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 SCHOOL'S HEADMASTER. 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 FORM 990, THE DETERMINATION LETTER, THE CONFLICT OF INTEREST, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST BY THE PUBLIC. A COPY OF THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: ASSETS TRANSFERRED FROM ROESSLER-CHADWICK FOUNDATION GROUP 800,000. CHANGE IN DEFINED BENEFIT OBLIGATION 226,748. CHADWICK SCHOLARSHIP FOUNDATION 26800 S ACADEMY DRIVE PALOS VERDES PENINSULA CA 90274 237149456 PROVIDE SOURCES TO PAY TUITION FOR NEEDY STUDENTS CA 501(C)(3) LINE 12A, I ROESSLER-CHADWICK FOUNDATION 1 ROESSLER-CHADWICK FOUNDATION GROUP 26800 S ACADEMY DRIVE PALOS VERDES PENINSULA 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 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 ROESSLER-CHADWICK FOUNDATION GROUP C 1372220 ENDOWMENT APPROPRIATIONS CHADWICK SCHOLARSHIP FOUNDATION C 21133 SCHOLARSHIPS