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ROGERS FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ROGERS FAMILY CHARITABLE FOUNDATION (EIN 81-4474271)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202631339349102313
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-13T21:50:05-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814474271EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Rogers Family Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlROGEBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonThomas RogersPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2026-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,874,162FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$435InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$435InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$101,612DividendsRevAndExpnssAmt
Dividends Net Invst Incm$101,612DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$73,707NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$167,967GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$73,707CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$175,754TotalRevAndExpnssAmt
Total Net Invst Incm$175,754TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$45,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$45,000CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$3,206PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$3,206PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$24,358OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$24,358OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,800TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$21,305OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$21,305OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$97,669TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,358TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$69,511TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$138,670ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$138,670ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$236,339TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,358TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$208,181TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$60,585ExcessRevenueOverExpensesAmt
Net Investment Income$151,396NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$198,719SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$203,894SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$203,894SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,685,279CorporateStockBOYAmt
Corporate Stock EOY$2,619,519CorporateStockEOYAmt
Corporate Stock EOYFMV$3,670,268CorporateStockEOYFMVAmt
Total Assets BOY$2,883,998TotalAssetsBOYAmt
Total Assets EOY$2,823,413TotalAssetsEOYAmt
Total Assets EOYFMV$3,874,162TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,883,998RetainedEarningBOYAmt
Retained Earning EOY$2,823,413RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,883,998TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,823,413TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,883,998TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,823,413TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,883,998TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$60,585ExcessRevenueOverExpensesAmt
Subtotal$2,823,413SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,823,413TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$167,967GrossSalesPriceAmt
Cost Or Other Basis$94,260CostOrOtherBasisAmt
Gain Or Loss$73,707GainOrLossAmt
Gains Minus Excess Or Losses$73,707GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$73,707CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,104InvestmentIncomeExciseTaxAmt
Subtotal$2,104SubtotalAmt
Tax Based On Investment Income$2,104TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,521EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,521TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$417OverpaymentAmt
Applied To ES Tax$417AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jason Rogers
Foundation Source 501 Silverside RdWilmingtonDE198091377Treas, VP1.0$0$0$0
Jessica Rogers
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec, VP1.0$0$0$0
Robert Rogers
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Sylvia Rogers
Foundation Source 501 Silverside RdWilmingtonDE198091377VP2.0$30,000$0$0
Tom Rogers
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres2.0$15,000$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,524,041AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$214,908AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,738,949TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,738,949AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,084CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,682,865NetVlNoncharitableAssetsAmt
Minimum Investment Return$184,143MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$184,143MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,104TaxBasedOnInvestmentIncomeAmt
Total Tax$2,104TotalTaxAmt
Distributable Before Adj$182,039DistributableBeforeAdjAmt
Distributable Before Ded$182,039DistributableBeforeDedAmt
Distributable As Adjusted$182,039DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$208,181ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$208,181QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$182,039DistributableAsAdjustedAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Excess Distribution Cyov Yr5$54,051ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$15,733ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$136,671ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$119,916ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$36,922ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$363,293TotalExcessDistributionCyovAmt
Qualifying Distributions$208,181QualifyingDistributionsAmt
Applied To Current Year$182,039AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,142RemainingDistriFromCorpusAmt
Total Corpus$389,435TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$54,051ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$335,384ExcessDistriCyovToNextYrAmt
Excess From Year4$15,733ExcessFromYear4Amt
Excess From Year3$136,671ExcessFromYear3Amt
Excess From Year2$119,916ExcessFromYear2Amt
Excess From Year1$36,922ExcessFromYear1Amt
Excess From Current Year$26,142ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSylvia RogersContributingManagerNm
Contributing ManagerTom RogersContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANIRIDIA NORTH AMERICA
106 W CALENDAR AVE STE 122LA GRANGEIL60525N/APCGeneral & Unrestricted$7,200
ASSOCIATION TO BENEFIT CHILDREN
419 EAST 86TH STNEW YORKNY10028N/APCGeneral & Unrestricted$10,000
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LN STE 375ALEXANDRIAVA22314N/APCSinfonia Smith Square - Doors Open project$10,870
EMELIN THEATRE FOR THE PERFORMING ARTS INC
136 PALMER AVE STE 103MAMARONECKNY10543N/APCGeneral & Unrestricted$5,000
HEBREW HOME FOR THE AGED
5901 PALISADE AVERIVERDALENY10471N/APCGeneral & Unrestricted$30,500
HOLOCAUST AND HUMAN RIGHTS EDUCATION CENTER
4 W RED OAK LN STE 204WHITE PLAINSNY10604N/APCGeneral & Unrestricted$1,800
JEWISH COMMUNITY CENTER OF HARRISON INC
130 UNION AVEHARRISONNY10528N/APCGeneral & Unrestricted$14,000
LINCOLN CENTER FOR THE PERFORMING ARTS INC
PO BOX 22349NEW YORKNY10087N/APCGeneral & Unrestricted$5,000
NATIONAL ASSOCIATION OF URBAN DEBATE LEAGUES
405 W SUPERIOR ST STE 700CHICAGOIL60654N/APCGeneral & Unrestricted$25,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 THIRD AVENEW YORKNY10017N/APCGeneral & Unrestricted$2,500
SANCTUARY FOR FAMILIES INC
PO BOX 1406 WALL STREET STANEW YORKNY10268N/APCGeneral & Unrestricted$10,000
TEMPLE BETH SHALOM
670 HIGHLAND AVENEEDHAMMA02494N/APCGeneral & Unrestricted$1,800
THE COMMON GOOD INC
480 PARK AVE APT 7GNEW YORKNY10022N/APCGeneral & Unrestricted$5,000
UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH
PO BOX 4227NEW YORKNY10261N/APCGeneral & Unrestricted$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$138,670TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$435ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$101,612ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$73,707ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$175,754ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$175,754TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BAIRD CORE PLUS BD FD INSTI CL$674,695$624,613
DIAMOND HILL SHORT DUR TOT RET$104,200$107,014
DODGE & COX INCOME FUND$605,750$626,450
FEDERATED STRATEGIC INCOME FUN$100,000$106,607
ISHARE SP SMALL CAP 600 INDEX$61,948$108,282
ISHARES TR S & P MIDCAP 400 IN$169,630$210,210
SCHWAB S P 500 INDEX FUND SELE$502,982$1,298,307
VANGUARD FTSE DEVELOPED MARKET$345,481$515,940
VANGUARD FTSE EMERGING MARKETS$54,833$72,845

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$21,280$21,280
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$24,358Amt
Net Investment Income$24,358NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2025$2,400
990-PF Extension for 2024$1,400

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