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
CHARITY SCHOOL OF KENDAL
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 464
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MASSILLON, OH44648
A Employer identification number

34-0905021
B Telephone number (see instructions)

(330) 704-7631
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$1,581,190J 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 10,246 10,246  
4 Dividends and interest from securities... 52,194 52,194  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,373
b Gross sales price for all assets on line 6a 357,410
7 Capital gain net income (from Part IV, line 2)... 6,373
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
37 0  
12 Total. Add lines 1 through 11........ 68,850 68,813  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 5,000 0   5,000
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
825 82   743
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
8,847 8,847   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,688 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
4,204 984   983
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,564 9,913   6,726
25 Contributions, gifts, grants paid....... 69,500 69,500
26 Total expenses and disbursements. Add lines 24 and 25 90,064 9,913   76,226
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -21,214
b Net investment income (if negative, enter -0-) 58,900
c Adjusted net income (if negative, enter -0-)...  
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.............   7,522 7,522
2 Savings and temporary cash investments......... 67,381 24,610 24,610
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 arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
2,461 		2,456
b Investments—corporate stock (attach schedule)....... 1,094,551 Click to see attachment
List of Attached Documents:
// Content
1,021,254 		1,072,732
c Investments—corporate bonds (attach schedule)....... 355,915 Click to see attachment
List of Attached Documents:
// Content
444,724 		442,223
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).......... 71,588 Click to see attachment
List of Attached Documents:
// Content
67,650 		31,647
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) 1,589,435 1,568,221 1,581,190
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 1,589,435 1,568,221
29 Total net assets or fund balances (see instructions)..... 1,589,435 1,568,221
30 Total liabilities and net assets/fund balances (see instructions). 1,589,435 1,568,221
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
1,589,435
2
Enter amount from Part I, line 27a .....................
2
-21,214
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,568,221
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
1,568,221
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 MORGAN STANLEY CAPITAL GAINS P    
b
c
d
e
(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 357,410   351,037 6,373
b
c
d
e
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       6,373
b
c
d
e
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 6,373
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  
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) 1 819
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........................... 3 819
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- ..... 5 819
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,800
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 2,800
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 1,981
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,981 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
Yes
 
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 arrowOH
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 arrowAMANDA STAHL TREASURER Telephone no.right arrow (330) 704-7631

Located atright arrow837 17TH STREET NEMASSILLONOH ZIP+4right arrow44646
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
 
No
If "Yes," list the years right arrow20, 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
 
 
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
 
 
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
STEPHEN MCLAIN PRESIDENT/TRUSTEE
1.00 		400 0 0
3906 HYATT NW
MASSILLON,OH44646
MARGY VOGT VICE PRESIDENT/TRUSTEE
1.00 		400 0 0
1306 LENNOX STREET NE
MASSILLON,OH44646
AMANDA STAHL SECRETARY/TREASURER/TRUSTEE
1.00 		3,400 0 0
837 17TH STREET NE
MASSILLON,OH44646
JOHN SHULTZ TRUSTEE
1.00 		400 0 0
465 WEST LEBANON RD SOUTH
DALTON,OH44618
NANCY WELCH TRUSTEE
1.00 		400 0 0
8680 MUDBROOK ST NW
MASSILLON,OH44646
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
1,485,549
b
Average of monthly cash balances.......................
1b
53,210
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,538,759
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
1,538,759
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
23,081
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,515,678
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
75,784
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
75,784
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
819
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
819
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
74,965
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
74,965
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
74,965
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
76,226
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
76,226
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 74,965
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 13,116
b Total for prior years:20 , 20, 20 0
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$ 76,226
a Applied to 2022, but not more than line 2a 13,116
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..... 63,110
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 .......... 		0
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 ........... 		0
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 .......... 		11,855
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 e-mail address of the person to whom applications should be addressed:
CHARITY SCHOOL OF KENDAL
PO BOX 464
MASSILLON,OH44648
(330) 833-1068
bThe form in which applications should be submitted and information and materials they should include:
RESUME, FAMILY INFORMATION, AND QUALIFYING FACTORS
cAny submission deadlines:
PRIOR TO COMMENCEMENT OF SCHOOL YEAR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO RESTRICTIONS
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

AULTMAN COLLEGE OF NURSING & HEALTH SCIENCES

2600 SIXTH STREET SW
CANTON,OH447101797 		    AID WESTERN STARK COUNTY STUDENTS IN NEED AS SCHOLARSHIPS OR SUPPLIES AND MATERIALS FOR EDUCATION 4,500

JACKSON LOCAL SCHOOLS

7600 FULTON RD NW
MASSILLON,OH44646 		    AID WESTERN STARK COUNTY STUDENTS IN NEED AS SCHOLARSHIPS OR SUPPLIES AND MATERIALS FOR EDUCATION 6,000

KENT STATE STARK

6000 FRANK AVENUE NW
NORTH CANTON,OH44720 		    AID WESTERN STARK COUNTY STUDENTS IN NEED AS SCHOLARSHIPS OR SUPPLIES AND MATERIALS FOR EDUCATION 4,500

KENT STATE UNIVERSITY FOUNDATION

6000 FRANK AVE NW
NORTH CANTON,OH44720 		    AID WESTERN STARK COUNTY STUDENTS WHO ATTEND FAIRLESS SCHOOL DISTRICT TO ATTEND THE UNIVERSITY IN A COLLEGE PREP-STYLE PROGRAM 5,000

MASSILLON BOARD OF EDUCATION

ONE PAUL BROWN DRIVE SE
MASSILLON,OH44646 		    AID WESTERN STARK COUNTY STUDENTS IN NEED AS SCHOLARSHIPS OR SUPPLIES AND MATERIALS FOR EDUCATION 7,500

PERRY LOCAL SCHOOLS

3737 13TH STREET SW
MASSILLON,OH44646 		    AID WESTERN STARK COUNTY STUDENTS IN NEED AS SCHOLARSHIPS OR SUPPLIES AND MATERIALS FOR EDUCATION 3,000

SALVATION ARMY OF MASSILLON

315 SIXTH STREET NE
MASSILLON,OH44646 		    AID WESTERN STARK COUNTY STUDENTS IN NEED, SPECIFICALLY FOR THE BACK TO SCHOOL PROGRAM 6,500

STARK COUNTY 4-H ADVISORY COMMITTEE

2800 RICHVILLE DRIVE SE SUITE 100
MASSILLON,OH44646 		    AID WESTERN STARK COUNTY STUDENTS IN NEED AS SCHOLARSHIPS OR SUPPLIES AND MATERIALS FOR EDUCATION 5,500

STARK COUNTY JOINT VOCATIONAL SCHOOL

2800 RICHVILLE DRIVE SE
MASSILLON,OH44646 		    AID WESTERN STARK COUNTY STUDENTS IN NEED AS SCHOLARSHIPS OR SUPPLIES AND MATERIALS FOR EDUCATION 6,500

STARK STATE COLLEGE FOUNDATION

6200 FRANK AVENUE NW
NORTH CANTON,OH44720 		    AID WESTERN STARK COUNTY STUDENTS IN NEED AS SCHOLARSHIPS OR SUPPLIES AND MATERIALS FOR EDUCATION 6,000

THE OHIO STATE UNIVERSITY FOUNDATION

1328 DOVER ROAD
WOOSTER,OH44691 		    AID WESTERN STARK COUNTY STUDENTS IN NEED AS SCHOLARSHIPS OR SUPPLIES AND MATERIALS FOR EDUCATION 6,500

UNIVERSITY OF AKRON FOUNDATION

THE UNIVERSITY OF AKRON
AKRON,OH443252603 		    AID WESTERN STARK COUNTY STUDENTS IN NEED AS SCHOLARSHIPS OR SUPPLIES AND MATERIALS FOR EDUCATION 4,000

WALSH UNIVERSITY

2020 EAST MAPLE STREET
NORTH CANTON,OH44720 		    AID WESTERN STARK COUNTY STUDENTS IN NEED AS SCHOLARSHIPS OR SUPPLIES AND MATERIALS FOR EDUCATION 4,000
Total .................................right arrow 3a 69,500
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 10,246  
4 Dividends and interest from securities ....     14 52,194  
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 6,373  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRETURN ON CAPITAL 		    14 37  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 68,850 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
68,850
(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:
CHARITY SCHOOL OF KENDAL
EIN:
34-0905021
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 825 82   743

TY 2023 InvestmentsCorpBondsSchedule
Name:
CHARITY SCHOOL OF KENDAL
EIN:
34-0905021
Name of Bond End of Year Book Value End of Year Fair Market Value
GOLDMAN SACHS GROUP INC 98,172 100,937
HUNTINGTON BANCSHARES INC 112,491 107,102
JPMORGAN CHASE & CO 70,239 68,975
BRINKER INTERNATIONAL INC 75,013 75,497
CONSTELLATION BRANDS INC 44,296 44,396
GENERAL MOTORS CO 44,513 45,316

TY 2023 InvestmentsCorpStockSchedule
Name:
CHARITY SCHOOL OF KENDAL
EIN:
34-0905021
Name of Stock End of Year Book Value End of Year Fair Market Value
ALLSTATE CORP 35,155 30,797
AMTRUST FINL SERV INC 46,812 27,563
ATHENE HOLDING LTD 35,530 32,899
BANK OF AMER CORP 35,684 33,481
KEYCORP 49,888 38,961
SCE TRUST VI 35,687 30,570
WELLS FARGO & COMPANY 50,144 43,958
ABBOTT LABORATORIES 3,427 3,569
ABBVIE INC 5,549 8,330
ACCENTURE PLC IRELAND CL A 5,087 6,093
ADOBE INC 1,080 1,946
ADVANCED MICRO DEVICES 694 1,474
AIR PROD & CHEM INC 7,666 6,571
ALPHABET INC CL A 6,401 8,075
ALPHABET INC CL C 2,551 3,812
ALTRIA GROUP INC 4,439 3,832
AMAZON COM INC 5,394 9,116
AMEREN CORP 3,203 2,899
AMERICAN ELEC PWR CO INC 1,822 1,525
AMERICAN EXPRESS CO 1,349 1,487
AMERICAN TOWER CORP 8,016 8,107
ANALOG DEVICES INC 3,862 4,443
AON PLC CL A 577 553
APPLE INC 24,046 32,538
AT&T INC 2,485 2,836
AUTOMATIC DATA PROCESSING 2,589 2,330
AVALONBAY COMM INC 1,185 1,311
AVERY DENNISON CORPORATION 2,991 3,320
BANK OF AMERICA CORP 5,461 5,589
BANK OF NEW YORK MELLON CORP 1,823 2,039
BECTON DICKINSON & CO 4,184 4,157
BERKSHIRE HATHAWAY CL-B 8,802 10,271
BIOMARIN PHARMAC SE 1,526 1,461
BLACKROCK INC 13,081 15,029
BLACKSTONE INC 3,546 4,752
BLOCK INC CL A 965 1,288
BOOZ ALLEN HAMILTON HLDG CL-A 1,057 1,279
BOSTON SCIENTIFIC CORP 1,437 1,688
BRISTOL MYERS SQUIBB CO 2,872 1,898
BROADCOM INC 2,795 5,901
BAESARS ENTERTAINMENT INC NEW 4,009 3,844
CANADIAN NATURAL RESOURCES LTD 1,984 2,359
CHARLES SCHWAB NEW 6,336 7,843
CHENIERE ENERGY INC 2,136 2,219
CHEVRON CORP 13,348 15,513
CHUBB LTD 3,884 4,068
CINCINNATI FINANCIAL OHIO 3,798 3,725
CISCO SYS INC 10,441 10,811
CITIZENS FINANCIAL GROUP INC 3,597 3,016
CME GROUP INC 2,832 3,352
CMS ENERGY CP 1,055 987
COCA COLA CO 3,490 3,241
COMCAST CORP 9,469 11,927
CONOCOPHILLIPS 2,057 2,104
COPART INC 2,864 2,941
COTY INC COMP CL A 801 1,169
CROWN CASTLE INC 6,124 5,068
CUMMINS INC 1,713 1,694
DANNAHER CORPORATION 1,074 1,157
DIAGEO PLC SPON ADR NEW 6,533 5,098
DICKS SPORTING GOODS INC 6,745 8,123
DOLLAR TREE INC 948 1,101
DOMINION ENERGY INC 4,955 3,995
DTE ENERGY COMPANY 2,103 2,051
EATON CORP 6,146 8,083
EDWARD LIFESCIENCES CORP 4,596 4,674
ELEVANCE HEALTH INC 7,551 6,904
ELI LILLY & CO 1,774 2,803
EMERSON ELECTRIC CO 2,206 2,370
ENDEAVOR GROUP HOLDINGS INC 1,349 1,435
ENTEGRIS INC 851 1,188
ENTERGY CORP NEW 1,877 1,619
EOG RESOURCES INC 5,342 5,172
EVERCORE INC CLASS A 4,213 6,671
EVERSOURCE ENERGY COM 1,267 926
EXXON MOBIL CORP 6,233 5,945
FASTENAL CO 4,727 6,024
FIDELITY NTL INFORMATION SE 6,528 5,614
GALLAGHER ARTHUR J & CO 2,967 2,924
GENERAL ELECTRIC CO 1,050 2,034
GENERAL MILLS INC 1,232 1,235
GENUINE PARTS CO 1,370 1,155
HCA HEALTHCARE INC 6,512 7,308
HOME DEPOT INC 5,765 6,158
HONEYWELL INTL INC 6,801 6,860
ILL TOOL WORKS INC 1,903 2,026
INTL BUSINESS MACHINES CORP 5,450 6,413
INTUIT INC 7,519 11,596
IQVIA HOLDINGS INC 1,054 1,157
JOHNSON & JOHNSON 15,957 14,290
JPMORGAN CHASE & CO 4,340 12,788
KBR INC 5,874 5,526
KLA CORPORATION 2,863 4,216
L2HARRIS TECHNOLOGIES INC 7,924 8,127
LAM RESEARCH CORPORATION 3,858 6,658
LAMB WESTON HLDGS INC COM 5,968 7,488
LAS VEGAL SANDS CORPORATION 1,408 1,468
LINDE PLC 2,674 3,286
LOCKHEED MARTIN CORP 2,912 2,719
LOWES COMPANIES INC 7,132 7,808
MARSH & MCLENNAN COS INC 3,678 4,045
MARVELL TECHNOLOGY GROUP LTD 747 1,146
MASTERCARD INC CL A 3,134 3,839
MATCH GROUP INC 1,382 1,267
MCDONALDS CORP 4,111 4,508
MEDTRONIC PLC SHS 2,336 2,482
MERCK & CO INC NEW COM 11,800 11,665
META PLATFORMS INC CL A 3,248 9,911
MICROCHIP TECHNOLOGY INC 2,891 3,378
MICROSOFT CORP 25,119 37,267
MONDELEZ INTL INC COM 4,215 4,518
MORGAN STANLEY 3,013 3,171
MOTOROLA SOLUTIONS INC 6,972 8,140
NESTLE SPON ADR REP REG SHR 4,211 4,171
NEWMONT CORPORATION 1,629 1,607
NEXTERA ENERGY INC 1,577 1,116
NIKE INC B 7,369 7,445
NINTENDO CO LTD ADR NEW 3,463 4,326
NORFOLK SOUTHERN CORP 8,002 8,172
NORTHROP GRUMMAN CP 9,200 9,149
NVIDIA CORPORATION 2,351 6,899
PACKAGING CORP AMER 816 977
PALO ALTO NETWORKS INC 559 1,016
PARKER HANNIFIN CORP 4,399 6,943
PAYCHEX INC 5,661 5,598
PEPSICO INC NC 2,380 2,231
PFIZER INC 2,371 2,384
PHILIP MORRIS INTL INC 7,347 10,443
PINTEREST INC CL A 1,268 1,838
PNC FINL SVCS GP 3,058 3,071
PPG INDUSTRIES INC 2,085 2,393
PROCTER & GAMBLE 8,067 7,855
PROGRESSIVE CORP OHIO 5,140 6,212
PROLOGIS INC COM 1,187 1,333
PUBLIC SERVICE ENTERPRISE GP 1,379 1,406
PUBLIC STORAGE 1,152 1,220
QUALCOMM INC 2,230 2,599
RTX CORPORATION 2,087 1,763
S&P GLOBAL INC 1,484 1,762
SHERWIN WILLIAMS COMPANY OHIO 1,974 2,495
SOUTHERN CO 2,170 2,212
STARBUCKS CORP WASHINGTON 12,040 11,233
SYNOVUS FINANCIAL CORP 2,664 2,560
SYSCO CORP 1,642 1,529
T-MOBILE US INC COM 10,500 11,669
TAKE TWO INTERACTIVE SOFTWARE 1,055 1,685
TAPESTRY INC 1,587 1,613
TE CONNECTIVITY LTD NEW 2,245 2,529
TELEFLEX INC 5,118 5,236
TESLA INC 861 1,264
TEXAS INSTRUMENTS 10,695 10,398
THERMO FISHER SCIENTIFIC 10,182 9,554
TIMKEN CO 5,695 6,412
TJX COS INC NEW 5,832 6,942
TRANE TECHNOLOGIES PLC 2,049 2,809
TYLER TECHNOLOGIES INC 3,159 4,181
UBER TECHNOLOGIES INC 740 1,715
UNION PACIFIC CORP 7,415 8,580
UNITED PARCEL SER INC CL-B 13,106 11,793
UNITEDHEALTH GP INC 14,973 14,626
VALERO ENERGY CP DELA NEW 2,440 2,683
VERIZON COMMUNICATIONS 5,222 3,517
VERTEX PHARMACEUTICALS 2,240 2,848
VISA INC CL A 13,050 15,881
WALMART INC 9,696 10,186
WALT DISNEY CO HLDG CO 4,377 4,276
WASTE MGMT INC 2,033 2,196
WEC ENERGY GROUP INC COM 1,631 1,431
WELLS FARGO & CO NEW 5,159 5,808
WILLSCOT MOBILE MINI HOLDINGS 4,525 4,423
ZOOMINFO TECHNO INC STK COM 1,710 1,360

TY 2023 InvestmentsGovtObligationsSch
Name:
CHARITY SCHOOL OF KENDAL
EIN:
34-0905021
US Government Securities - End of Year Book Value:

2,461
US Government Securities - End of Year Fair Market Value:

2,456
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
CHARITY SCHOOL OF KENDAL
EIN:
34-0905021
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BROOKFIELD PROPERTY PARTNERS LP AT COST 67,650 31,647

TY 2023 OtherExpensesSchedule
Name:
CHARITY SCHOOL OF KENDAL
EIN:
34-0905021
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OH FILING FEES 200 0   0
INSURANCE PREMIUMS 1,967 984   983
BANK FEES 25 0   0
CEMETERY MAINTENANCE 1,800 0   0
PO BOX RENTAL 212 0   0


TY 2023 OtherIncomeSchedule2
Name:
CHARITY SCHOOL OF KENDAL
EIN:
34-0905021
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RETURN ON CAPITAL 37   37


TY 2023 OtherProfessionalFeesSchedule
Name:
CHARITY SCHOOL OF KENDAL
EIN:
34-0905021
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES - MORGAN STANLEY 8,847 8,847   0


TY 2023 TaxesSchedule
Name:
CHARITY SCHOOL OF KENDAL
EIN:
34-0905021
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 1,688 0   0