Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE ROLAND FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6 RISING TRAIL LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FRANKLIN LAKES, NJ07417
A Employer identification number

22-3764576
B Telephone number (see instructions)

(201) 670-9325
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,383,834J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 171 171 171
4 Dividends and interest from securities... 40,977 40,977 40,977
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -6,352
b Gross sales price for all assets on line 6a 188,059
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,479 0 3,479
12 Total. Add lines 1 through 11........ 38,275 41,148 44,627
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,730 2,730 2,730 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,135 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
33 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,898 2,730 2,730 0
25 Contributions, gifts, grants paid....... 67,821 67,821
26 Total expenses and disbursements. Add lines 24 and 25 71,719 2,730 2,730 67,821
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -33,444
b Net investment income (if negative, enter -0-) 38,418
c Adjusted net income (if negative, enter -0-)... 41,897
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 92,213 10,907 10,907
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow45,000
Less: allowance for doubtful accounts right arrow0 45,000 Click to see attachment
List of Attached Documents:
// Content
45,000 		45,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,182,987 Click to see attachment
List of Attached Documents:
// Content
1,327,927 		1,327,927
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,320,200 1,383,834 1,383,834
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,320,200 1,383,834
29 Total net assets or fund balances (see instructions)..... 1,320,200 1,383,834
30 Total liabilities and net assets/fund balances (see instructions). 1,320,200 1,383,834
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,320,200
2
Enter amount from Part I, line 27a .....................
2
-33,444
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
97,078
4
Add lines 1, 2, and 3 ..........................
4
1,383,834
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,383,834
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 35.000 BLACKSTONE INC COM (BX)   2022-05-27 2023-02-14
b 70.000 BLACKSTONE INC COM (BX)   2021-03-11 2023-02-14
c 15.000 SHERWIN WILLIAMS CO COM (SHW)   2021-03-25 2023-02-14
d 15.000 SHERWIN WILLIAMS CO COM (SHW)   2021-03-18 2023-02-14
e 70.000 INTEL CORP COM (INTC)   2021-03-25 2023-03-03
15.000 PFIZER INC COM (PFE)   2021-03-25 2023-03-03
45.000 MARATHON PETE CORP COM (MPC)   2021-03-11 2023-03-22
140.000 NEWELL BRANDS INC (NW1)   2021-06-29 2023-04-27
235.000 NEWELL BRANDS INC (NWL)   2023-03-21 2023-04-27
140.000 KEYCORP COM (KEY)   2021-05-07 2023-05-15
170.000 KEYCORP COM (KEY)   2021-03-11 2023-05-15
210.000 KEYCORP COM (KEY)   2022-04-08 2023-05-15
285.000 KEYCORP COM (KEY)   2022-12-19 2023-05-15
80.000 BK OF AMERICA CORP COM (BAC)   2022-03-24 2023-06-21
75.000 BK OF AMERICA CORP COM (BAC)   2022-03-30 2023-06-21
3.000 CISCO SYS INC COM (CSCO)   2021-04-20 2023-06-21
2.000 COMCAST CORP NEW CL A (CMCSA)   2021-04-20 2023-06-21
110.000 DANAHER CORPORATION COM (DHR)   2016-02-02 2023-06-21
130.000 FIRST HORIZON NATL CORP COM (FHN)   2022-01-12 2023-06-21
5.000 MERCK & CO INC COM (MRK)   2021-05-07 2023-06-21
15.000 AMERICAN EXPRESS CO COM (AXP)   2022-01-05 2023-09-13
10.000 HCA HEALTHCARE INC COM (HCA)   2021-03-11 2023-09-13
20.000 CROWN CASTLE INTL CORP NEW COM (CCI)   2021-09-20 2023-10-03
15.000 CROWN CASTLE INTL CORP NEW COM (CCI)   2022-01-12 2023-10-03
165.000 FIRST HORIZON NATL CORP COM (FHN)   2022-01-12 2023-10-03
220.000 FIRST HORIZON NATL CORP COM (IHN)   2021-06-29 2023-10-03
25.000 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN (NEP)   2021-09-15 2023-10-03
20.000 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN (NEP)   2022-01-12 2023-10-03
40.000 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN (NEP)   2022-10-28 2023-10-03
15.000 SIMON PPTY GROUP INC NEW COM (SPG)   2022-01-12 2023-10-03
25.000 SIMON PPTY GROUP INC NEW COM (SPG)   2022-02-15 2023-10-03
15.000 EMERSON ELEC CO COM (EMR)   2021-09-13 2023-10-04
15.000 PRINCIPAL FINL GROUP INC COM (PFG)   2023-07-14 2023-10-04
40.000 PRINCIPAL FINL GROUP INC COM (PFG)   2022-03-31 2023-10-04
0.667 VERALTO CORP COM SHS (VITO)   2016-02-02 2023-10-04
130.000 AVANGRID INC COM (AGR)   2021-03-25 2023-10-05
75.000 BCE INC COM NEW (BCE)   2021-04-20 2023-10-05
125.000 BCE INC COM NEW (BCE)   2022-12-19 2023-10-05
105.000 NATIONAL RETAIL PPTYS INC COM (NNN)   2021-03-25 2023-10-05
10.000 CHUBB LIMITED COM (CB)   2023-02-15 2023-10-09
10.000 CHUBB LIMITED COM (CB)   2023-04-05 2023-10-09
35.000 DANAHER CORPORATION COM (DHR)   2016-02-02 2023-10-09
15.000 AON PLC SHS CLA (AON)   2020-09-16 2023-10-13
13.000 OLD DOMINION FREIGHT LINE INC COM (ODFL)   2022-01-20 2023-10-13
10.000 OLD DOMINION FREIGHT LINE INC COM (ODFL)   2021-03-11 2023-10-13
70.000 EDWARDS LIFESCIENCES CORP COM (EW)   2021-03-25 2023-10-31
11.000 VERALTO CORP COM SHS (VITO)   2016-02-02 2023-10-31
5.000 AVANGRID INC COM (AGR)   2021-03-25 2023-11-17
85.000 AVANGRID INC COM (AGR)   2022-10-28 2023-11-17
15.000 DUKE ENERGY CORP NEW COM NEW (DUK)   2022-04-08 2023-11-17
10.000 MARATHON PETE CORP COM (MPC)   2021-03-11 2023-11-17
15.000 PROCTER AND GAMBLE CO COM (PG)   2023-11-09 2023-11-17
5.000 PROCTER AND GAMBLE CO COM (PG)   2021-05-07 2023-11-17
83.000 COMCAST CORP NEW CLA (CMCSA)   2021-04-20 2023-11-22
80.000 COMCAST CORP NEW CLA (CMCSA)   2022-01-20 2023-11-22
54.687 CITY NATL ROCHDALE FDS FXD INC OPP FD N (RIMOX)   2018-06-26 2023-12-01
184.957 CITY NATL ROCHDALE FDS FXD INC OPP FD N (RIMOX)   2019-06-26 2023-12-01
536.352 CITY NATL ROCHDALE FDS FXD INC OPP FD N (RIMOX)   2019-08-13 2023-12-01
20.000 GENUINE PARTS CO COM (GPC)   2023-10-13 2023-12-11
15.000 HARTFORD FINL SVCS GROUP INC COM (HIG)   2022-01-12 2023-12-11
15.000 MERCK & CO INC COM (MRK)   2021-05-07 2023-12-11
20.000 MID-AMER APT CMNTYS INC COM (MAA)   2017-01-20 2023-12-11
15.000 BECTON DICKINSON & CO COM (BDX)   2022-03-24 2023-12-26
15.000 BECTON DICKINSON & CO COM (BDX)   2023-04-05 2023-12-26
10.000 BECTON DICKINSON & CO COM (BDX)   2022-01-05 2023-12-26
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,366   4,210 -844
b 6,732   5,176 1,556
c 3,483   3,619 -136
d 3,483   3,546 -63
e 1,844   4,318 -2,474
614   537 77
5,848   2,653 3,195
1,653   3,813 -2,160
2,775   2,743 32
1,327   3,148 -1,821
1,612   3,602 -1,990
1,991   4,375 -2,384
2,702   4,769 -2,067
2,312   3,449 -1,137
2,168   3,222 -1,054
153   158 -5
82   108 -26
26,210   7,083 19,127
1,512   2,371 -859
555   372 183
2,385   2,590 -205
2,621   1,858 763
1,768   3,779 -2,011
1,326   2,814 -1,488
1,707   3,009 -1,302
2,277   3,838 -1,561
567   1,989 -1,422
454   1,565 -1,111
907   2,994 -2,087
1,546   2,442 -896
2,577   3,547 -970
1,422   1,514 -92
1,018   1,185 -167
2,715   2,981 -266
52   15 37
3,712   6,336 -2,624
2,778   3,475 -697
4,630   5,524 -894
3,672   4,522 -850
2,103   2,124 -21
2,103   1,943 160
7,603   1,991 5,612
4,888   3,051 1,837
5,302   4,089 1,213
4,078   2,288 1,790
4,368   5,628 -1,260
758   248 510
155   244 -89
2,628   3,469 -841
1,352   1,730 -378
1,481   590 891
2,267   2,248 19
756   676 80
3,528   4,472 -944
3,400   4,046 -646
1,057   1,357 -300
3,575   4,568 -993
10,368   13,243 -2,875
2,712   2,966 -254
1,183   1,089 94
1,561   1,117 444
2,523   1,902 621
3,658   3,863 -205
3,658   3,741 -83
2,438   2,479 -41
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -844
b       1,556
c       -136
d       -63
e       -2,474
      77
      3,195
      -2,160
      32
      -1,821
      -1,990
      -2,384
      -2,067
      -1,137
      -1,054
      -5
      -26
      19,127
      -859
      183
      -205
      763
      -2,011
      -1,488
      -1,302
      -1,561
      -1,422
      -1,111
      -2,087
      -896
      -970
      -92
      -167
      -266
      37
      -2,624
      -697
      -894
      -850
      -21
      160
      5,612
      1,837
      1,213
      1,790
      -1,260
      510
      -89
      -841
      -378
      891
      19
      80
      -944
      -646
      -300
      -993
      -2,875
      -254
      94
      444
      621
      -205
      -83
      -41
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -6,352
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -6,206
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 534
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 534
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 534
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,609
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,609
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,075
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,075 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowJERRY ROLAND Telephone no.right arrow (201) 670-9325

Located atright arrow6 RISING TRAIL LANEFRANKLIN LAKESNJ ZIP+4right arrow07417
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
Yes
 
If "Yes," list the years right arrow2021, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
Yes
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JERRY R ROLAND TRUSTEE
10.00 		0 0 0
6 RISING TRAIL LANE
FRANKLIN LAKES,NJ07417
KEVIN ROLAND TRUSTEE
2.00 		0 0 0
6 RISING TRAIL LANE
FRANKLIN LAKES,NJ07417
TRACY ALEXANDER TRUSTEE
1.00 		0 0 0
6 RISING TRAIL LANE
FRANKLIN LAKES,NJ07417
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,247,103
b
Average of monthly cash balances.......................
1b
48,626
c
Fair market value of all other assets (see instructions)................
1c
45,000
d
Total (add lines 1a, b, and c).........................
1d
1,340,729
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,340,729
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
20,111
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,320,618
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
66,031
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
66,031
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
534
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
534
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
65,497
4
Recoveries of amounts treated as qualifying distributions................
4
3,144
5
Add lines 3 and 4............................
5
68,641
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
68,641
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
67,821
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
67,821
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 68,641
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 67,721
b Total for prior years:2021, 20, 20 3,144
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 67,821
a Applied to 2022, but not more than line 2a 67,721
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 100
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		3,144
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		3,144
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		68,541
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

911 MEMORIAL

180 GREENWICH ST
NEW YORK,NY10007 		NONE PC CHARITABLE PURPOSE GRANT 100

ALZHEIMERS ASSOCIATION OF NY

360 LEXINGTON AVE FL 4
NEW YORK,NY10017 		NONE PC CHARITABLE PURPOSE GRANT 2,800

BERGEN PAC

30 NORTH VAN BRUNT STREET
ENGLEWOOD,NJ07631 		NONE PC CHARITABLE PURPOSE GRANT 500

BETHLEHEM LUTHERAN CHURCH

3213 DUKE ST 625
RIDGEWOOD,NJ07450 		NONE PC CHARITABLE PURPOSE GRANT 26,100

CHILDREN'S HOSPITAL OF PHILA

34TH ST AND CIVIC CENTER BLVD
PHILADELPHIA,PA19104 		NONE PC CHARITABLE PURPOSE GRANT 1,000

COVENANT HOUSE

461 EIGHTH AVENUE
NEW YORK,NY10001 		NONE PC CHARITABLE PURPOSE GRANT 1,500

CURE GMT FOUNDATION

PO BOX 6890
ALBANY,CA94706 		NONE PC CHARITABLE PURPOSE GRANT 5,000

ELKS OF RIDGEFIELD PARK

2750 NORTH LAKEVIEW AVENUE
CHICAGO,IL60614 		NONE PC CHARITABLE PURPOSE GRANT 7,500

EXPLORERS CLUB

46 E 70TH ST
NEW YORK,NY10021 		NONE PC CHARITABLE PURPOSE GRANT 860

FDN FOR LIBERTY & AM GREATNESS

PO BOX 201211
ARLINGTON,TX76006 		NONE PC CHARITABLE PURPOSE GRANT 112

FRANKLIN LAKES FIRE DEPARTMENT

479 BENDER CT
FRANKLIN LAKES,NJ07417 		NONE PC CHARITABLE PURPOSE GRANT 100

FRANKLIN LAKES VOLUNTEER AMBULANCE CORPS

480 BENDER CT
FRANKLIN LAKES,NJ07417 		NONE PC CHARITABLE PURPOSE GRANT 100

HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NE
WASHINGTON,DC20002 		NONE PC CHARITABLE PURPOSE GRANT 100

INT'L FELLOWSHIP OF CHRIST & JEWS

303 E WACKER DR SUITE 2300
CHICAGO,IL60601 		NONE PC CHARITABLE PURPOSE GRANT 25

JUDICIAL WATCH

425 3RD ST SW
WASHINGTON,DC20515 		NONE PC CHARITABLE PURPOSE GRANT 370

KIDS WISH

301 BEAR RIDGE CIR
PALM HARBOR,FL34683 		NONE PC CHARITABLE PURPOSE GRANT 100

LEADERSHIP INSTITUTE

1101 NORTH HIGHLAND STREET
ARLINGTON,VA22201 		NONE PC CHARITABLE PURPOSE GRANT 250

LEGAL DEFENSE FDN

475 RIVERSIDE DRIVE SUITE 246
NEW YORK,NY10115 		NONE PC CHARITABLE PURPOSE GRANT 1,000

MAKE-A-WISH FOUNDATION

66 MUSSEY ROAD
SCARBOROUGH,ME04074 		NONE PC CHARITABLE PURPOSE GRANT 350

NATIONAL LEGAL AND POLICY CENTER

107 PARK WASHINGTON COURT
FALLS CHURCH,VA22046 		NONE PC CHARITABLE PURPOSE GRANT 100

PMC JIMMY FUND

366 MAIN STREET
STURBRIDGE,MA01566 		NONE PC CHARITABLE PURPOSE GRANT 250

PROJECT VERITAS

2100 M STREET NW SUITE 170-241
WASHINGTON,DC200371233 		NONE PC CHARITABLE PURPOSE GRANT 4,000

SALVATION ARMY

440 WEST NYACK ROAD PO BOX C-635
WEST NYACK,NY10994 		NONE PC CHARITABLE PURPOSE GRANT 100

SIGMA ALPHA EPSILON FOUNDATION

1856 SHERIDAN ROAD
EVANSTON,IL602013837 		NONE PC CHARITABLE PURPOSE GRANT 2,500

SLOAN KETTERING MEMORIAL HOSP

160 E 53RD ST
NEW YORK,NY10022 		NONE PC CHARITABLE PURPOSE GRANT 3,500

SPARTA EDUCATION ASSO

270 S SPARTA AVE
SPARTA,NJ07871 		NONE PC CHARITABLE PURPOSE GRANT 250

SPECIAL OLYMPICS

1 EUNICE KENNEDY SHRIVER WAY
LAWRENCEVILLE,NJ08648 		NONE PC CHARITABLE PURPOSE GRANT 100

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE PC CHARITABLE PURPOSE GRANT 3,500

STAR OF HOPE FOUNDATION

PO BOX 143
ROCKLAND,ME04841 		NONE PC CHARITABLE PURPOSE GRANT 104

THE NAVIGATORS

2 WASHINGTON STREET
NEW YORK,NY10004 		NONE PC CHARITABLE PURPOSE GRANT 100

THEMIS ALLIANCE

3100 CLARENDON BLVD SUITE 200
ARLINGTON,VA22201 		NONE PC CHARITABLE PURPOSE GRANT 100

TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		NONE PC CHARITABLE PURPOSE GRANT 132

UNIV LIGGETT SCHOOL

1045 COOK RD
GROSSE POINTE WOODS,MI48236 		NONE PC CHARITABLE PURPOSE GRANT 4,000

URBAN GLASS

83 CANAL STREET SUITE 308
NEW YORK,NY10002 		NONE PC CHARITABLE PURPOSE GRANT 250

VFW

406 W 34TH STREET
KANSAS CITY,MO64111 		NONE PC CHARITABLE PURPOSE GRANT 100

WOUNDED WARRIOR PROJECT

370 7TH AVENUE SUITE 1802
NEW YORK,NY10001 		NONE PC CHARITABLE PURPOSE GRANT 228

WYKOFF MIDLAND PK ROTARY FOR VETS

PO BOX 111
WYCKOFF,NJ07481 		NONE PC CHARITABLE PURPOSE GRANT 440

YOUNG AMERICA'S FOUNDATION

11480 COMMERCE PARK DRIVE
RESTON,VA20191 		NONE PC CHARITABLE PURPOSE GRANT 200
Total .................................right arrow 3a 67,821
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 171  
4 Dividends and interest from securities ....     14 40,977  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -6,352  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSETTLEMENT WITH SEC 		    01 3,479  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 38,275 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
38,275
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE ROLAND FAMILY FOUNDATION
EIN:
22-3764576
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 2,730 2,730 2,730 0

TY 2023 InvestmentsCorpStockSchedule
Name:
THE ROLAND FAMILY FOUNDATION
EIN:
22-3764576
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC COM 7,749 7,749
ACCENTURE PLS IRELAND CLASS SHS 10,527 10,527
ADOBE SYS INC COM 17,898 17,898
ALPHABET INC CL A 16,763 16,763
ALTIRA GROUP INC COM 9,682 9,682
AMAZON COM INC 12,155 12,155
AMERICAN ELECTRIC POWER CO 12,183 12,183
AMERICAN WTR WKS CO INC NEW COM 5,412 5,412
AMGEN INC COM 10,081 10,081
ANHEUSER BUSCH INBEV SA NV SPONSORED ADR 13,893 13,893
APPLE INC COM 41,394 41,394
ARES CAP CORP COM 11,617 11,617
ASML HLDG N V N Y REGISTRY SHS NEW 2012 18,166 18,166
AT&T INC COM 10,152 10,152
BERKSHIRE HATHAWAY INC DEL CL B NEW 11,413 11,413
BLOCK H&R INC COM 1,209 1,209
CHEVRON CORP NEW COM 11,933 11,933
CINCINNATI FINL CORP COM 6,208 6,208
CINTAS CORP COM 21,093 21,093
CISCO SYSTEMS INC 6,669 6,669
CITIGROUP INC COM 4,887 4,887
CITIZENS FINL GROUP INC COM 11,599 11,599
CITY NATIONAL ROCHDALE FIXED INCOME OPPORTUNITIES FUND 149,189 149,189
CME GROUP INC COM 9,477 9,477
COCA COLA COMPANY 8,545 8,545
COSTCO WHOLESALE CORP NEW COM 19,802 19,802
CSX CORP COM 1,387 1,387
DISNEY WALT CO DISNEY COM 3,612 3,612
DOMINION ENERGY INC COM 10,105 10,105
DTE ENERGY CO COM 3,308 3,308
DUKE ENERGY CORP NEW COM NEW 12,615 12,615
EMERSON ELEC CO COM 8,760 8,760
ENTERGY CORP NEW COM 10,625 10,625
EOG RES INC COM 8,467 8,467
EQUINIX INC 6,443 6,443
EVERSOURCE ENERGY COM 7,098 7,098
EXXON MOBIL CORP COM 2,000 2,000
FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND FUND 32,415 32,415
FIDELITY NATL FINL INC NEW FNF GROUP COM 8,673 8,673
FIFTH THIRD BANCORP COM 11,727 11,727
FIRSTENERGY CORP COM 8,249 8,249
FORD MTR CO DEL COM 4,510 4,510
FRANKLIN RES INC COM 4,915 4,915
GENERAL MILLS INC COM 5,211 5,211
GENUINE PARTS CO COM 6,233 6,233
GILEAD SCIENCES INC COM 12,152 12,152
HARTFORD FINL SVCS GROUP INC COM 6,832 6,832
HCA HEALTHCARE INC COM 12,181 12,181
HOME DEPOT INC COM 17,328 17,328
HP INC COM 4,514 4,514
INTERNATIONAL BUSINESS MACHS CORP COM 11,449 11,449
INTERNATIONAL PAPER CO COM 11,207 11,207
INTERPUBLIC GROUP COS INC COM 7,181 7,181
ISHARES TR IBOXX HIGH YIELD CORP BD ETF 10,138 10,138
ISHARES TR RUSSELL 2000 ETF 7,627 7,627
JP MORGAN CHASE & CO COM 15,309 15,309
KLA CORP COM 1,163 1,163
LINDE PLC NEW SHS 2,054 2,054
LOCKHEED MARTIN CORP COM 9,065 9,065
LYONDELLBASELL INDUSTRIES N V ORD SHS CL A 9,033 9,033
MARATHON PETE CORP COM 8,902 8,902
MARSH & MCLENNAN COS INC COM 4,737 4,737
MASTERCARD INC CL A COM 19,619 19,619
MCDONALDS CORP 10,378 10,378
MERCK & CO INC NEW COM 7,631 7,631
METLIFE INC COM 11,903 11,903
MICROSOFT CORP COM 56,406 56,406
NNN REIT INC COM (FKA NATIONAL RETAIL PPTYS INC COM) 5,388 5,388
NEXTERA ENERGY INC COM 5,892 5,892
NISOURCE INC COM 9,691 9,691
NORTHROP GRUMMAN CORP COM 6,086 6,086
NVIDIA CORP COM 9,904 9,904
NXP SEMICONDUCTORS NV COM STK 14,929 14,929
OCCIDENTAL PETE CORP COM 2,388 2,388
PARKER-HANNIFIN CORP COM 6,911 6,911
PEPSICO INC COM 5,095 5,095
PFIZER INC COM 4,894 4,894
PHILIP MORRIS INTL INC COM 8,938 8,938
PIONEER NAT RES CO COM 2,249 2,249
PRINCIPAL FINL GROUP INC COM 4,720 4,720
PROCTOR & GAMBLE CO COM 7,327 7,327
PROLOGIS INC COM 5,332 5,332
PUBLIC SVC ENTERPRISE GROUP INC COM 9,784 9,784
QUANTA SVCS INC COM 10,790 10,790
REGIONS FINL CORP NEW COM 5,620 5,620
ROPER TECHNOLOGIES INC COM 8,178 8,178
S&P GLOBAL INC COM 2,203 2,203
SALESFORCE INC COM 2,631 2,631
SCHLUMBERGER LTD COM 1,301 1,301
SEAGATE TECHNOLOGY HLDGS PB LTD CO 1,281 1,281
SEMPRA COM 8,968 8,968
SONOCO PRODS CO COM 8,381 8,381
STARBUCKS CORP COM 11,617 11,617
TESLA INC COM 3,727 3,727
THERMO FISHER SCIENTIFIC INC COM 13,270 13,270
TJX COS INC NEW COM 10,319 10,319
T-MOBILE US INC COM 6,413 6,413
TRANE TECHNOLOGIES PLC SHS 6,098 6,098
UNITEDHEALTH GROUP INC COM 23,691 23,691
UNUM GROUP COM 4,296 4,296
US BANCORP DEL COM NEW 11,686 11,686
VANGUARD SMALL-CAP VALUE ETF 65,329 65,329
VERIZON COMMUNICATIONS INC COM 10,933 10,933
VERTEX PHARMACEUTICALS INC COM 12,207 12,207
VISA INC COM CL A 20,828 20,828
WALMART STORES 58,331 58,331
WATSCO INC COM 2,142 2,142
WENDYS CO COM 3,896 3,896
WES ENERGY GROUP INC COM 3,788 3,788
WILLIAMS COS INC COM 13,061 13,061
ZOETIS INC. 5,921 5,921
AMERICAN TOWER CORP NEW COM 8,635 8,635

TY 2023 OtherExpensesSchedule
Name:
THE ROLAND FAMILY FOUNDATION
EIN:
22-3764576
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CHECK RE-ORDER FEE 33 0 0 0


TY 2023 OtherIncomeSchedule2
Name:
THE ROLAND FAMILY FOUNDATION
EIN:
22-3764576
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SETTLEMENT WITH SEC 3,479   3,479


TY 2023 OtherIncreasesSchedule
Name:
THE ROLAND FAMILY FOUNDATION
EIN:
22-3764576
Description Amount
UNREALIZED GAIN (LOSS) ON INVESTMENTS 97,028
DIFFERENCE FROM STATEMENT VS BOOKS 50


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TY 2023 OtherNotesLoansRcvblLongSch
Name:
THE ROLAND FAMILY FOUNDATION
EIN:
22-3764576

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
IOTA PARNERS-CONTINGENT NOTE RECEIVABLE   45,000 45,000       0 %   IOTA PARNERS-CONTINGENT NOTE RECEIVABLE IOTA PARNERS-CONTINGENT NOTE RECEIVABLE 0

TY 2023 TaxesSchedule
Name:
THE ROLAND FAMILY FOUNDATION
EIN:
22-3764576
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 1,135 0 0 0