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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
THE ROEMER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO C NACHMIAS605 MAIN ST 212
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RIVERTON, NJ08077
A Employer identification number

23-2870277
B Telephone number (see instructions)

(856) 733-6600
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$50,838,112J 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) 825,400
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,005,947 1,005,947  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,429,672
b Gross sales price for all assets on line 6a 5,865,322
7 Capital gain net income (from Part IV, line 2)... 1,429,672
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
9,045 9,385  
12 Total. Add lines 1 through 11........ 3,270,064 2,445,004  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
9,761 4,881   4,880
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
42,831 42,831   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
81,614 81,614   0
17 Interest............... 8,500 8,500   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
26,364 3,364   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
29,596 29,596   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 198,666 170,786   4,880
25 Contributions, gifts, grants paid....... 2,685,000 2,685,000
26 Total expenses and disbursements. Add lines 24 and 25 2,883,666 170,786   2,689,880
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 386,398
b Net investment income (if negative, enter -0-) 2,274,218
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 47,754 27,197 27,197
2 Savings and temporary cash investments......... 872,637 869,227 869,227
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)      
b Investments—corporate stock (attach schedule)....... 27,651,609 Click to see attachment
List of Attached Documents:
// Content
28,187,442 		37,293,084
c Investments—corporate bonds (attach schedule)....... 9,256,047 Click to see attachment
List of Attached Documents:
// Content
9,283,630 		8,742,109
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).......... 3,746,234 Click to see attachment
List of Attached Documents:
// Content
3,593,183 		3,906,495
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) 41,574,281 41,960,679 50,838,112
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........ 41,574,281 41,960,679
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 41,574,281 41,960,679
30 Total liabilities and net assets/fund balances (see instructions). 41,574,281 41,960,679
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
41,574,281
2
Enter amount from Part I, line 27a .....................
2
386,398
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
41,960,679
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
41,960,679
Form 990-PF (2024)
Form 990-PF (2024)
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 Publicly Traded Securites-JP Morgan P    
b IIF LP      
c Capital Gain Dividends P    
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 5,317,524   4,421,695 895,829
b     13,955 -13,955
c 547,798     547,798
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       895,829
b       -13,955
c       547,798
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 1,429,672
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 31,612
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 31,612
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 31,612
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 32,663
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 32,663
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 1,051
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,051 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowPA
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 2024 or the taxable year beginning in 2024? 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 arrowNONE
14
The books are in care ofright arrowCAROLYN S NACHMIAS Telephone no.right arrow (856) 733-6600

Located atright arrowC/O C NACHMIAS605 MAIN STSTE 212RIVERTONNJ ZIP+4right arrow08077
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
MARY ALICE MALONE TRUSTEE
0.50 		0 0 0
4280 SOUTH SHORE BOULEVARD
WELLINGTON,FL33414
CAROLYN NACHMIAS TRUSTEE
0.50 		0 0 0
605 MAIN STREET SUITE 212
RIVERTON,NJ08077
MARY ALICE MALONE JR TRUSTEE
0.50 		0 0 0
11351 ALLIGATOR TRAIL
LAKE WORTH,FL33449
CATHERINE D MALONE TRUSTEE
0.50 		0 0 0
12914 INDIAN MOUND ROAD
WELLINGTON,FL33449
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
 
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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
 
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   0
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 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
48,425,313
b
Average of monthly cash balances.......................
1b
1,025,259
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
49,450,572
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
49,450,572
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
741,759
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
48,708,813
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,435,441
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
2,435,441
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
31,612
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
31,612
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,403,829
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,403,829
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
2,403,829
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
2,689,880
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
2,689,880
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,403,829
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 49,005
b From 2020......  
c From 2021......  
d From 2022...... 105,635
e From 2023......  
f Total of lines 3a through e ........ 154,640
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,689,880
a Applied to 2023, but not more than line 2a 0
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 2024 distributable amount..... 2,403,829
e Remaining amount distributed out of corpus 286,051
5 Excess distributions carryover applied to 2024. 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 5 440,691
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		49,005
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		391,686
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 105,635
d Excess from 2023....  
e Excess from 2024.... 286,051
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
MARY ALICE MALONE
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

Abraham Cancer Center for the Rena Rowan Breast Center

440 East Marshall St Suite 101
WeST CHESTER,PA19380 		None PUBLIC CHARITY General Funds 100,000

Brandywine Conservancy

PO Box 141
Chadds Ford,PA19317 		None PUBLIC CHARITY General Funds 500,000

BRANDYWINE VALLEY SPCA

1212 PHOENIXVILLE PIKE
WEST CHESTER,PA19380 		NONE PUBLIC CHARITY FOR CHESTER COUNTY SPCA 1,000

BRYN MAWR REHAB HOSPITAL FOUNDATION

414 PAOLI PIKE
MALVERN,PA19355 		NONE PUBLIC CHARITY GENERAL FUNDS 1,000

CANINE COMPANIONS

PO BOX 446
SANTA ROSA,CA954020446 		NONE PUBLIC CHARITY GENERAL FUNDS 10,000

CANINE PARTNERS FOR LIFE

PO BOX 170
COCHRANVILLE,PA193300170 		NONE PUBLIC CHARITY GENERAL FUNDS 10,000

CHESAPEAKE CONSERVANCY

1212 WEST STREET
ANNAPOLIS,MD21401 		NONE PUBLIC CHARITY GENERAL FUNDS 37,000

CHESTER COUNTY FOOD BANK

650 PENNSYLVANIA DRIVE
EXTON,PA19341 		NONE PUBLIC CHARITY GENERAL FUNDS 10,000

CHESTER COUNTY FUND FOR WOMEN AND GIRLS

113 E EVANS STREET STE A
WEST CHESTER,PA19380 		NONE PUBLIC CHARITY GENERAL FUNDS 30,000

COCHRANVILLE FIRE COMPANY

3135 LIMESTONE ROAD
COCHRANVILLE,PA19330 		NONE PUBLIC CHARITY GENERAL FUNDS 20,000

DELAWARE ART MUSEUM

2301 KENTMERE PARKWAY
WILMINGTON,DE19806 		NONE PUBLIC CHARITY GENERAL FUNDS 1,000

FRIENDS OF THE EVERGLADES

900 SE FEDERAL HIGHWAY STE 323
STUART,FL34994 		NONE PUBLIC CHARITY GENERAL FUNDS 5,000

KEYSTONE VALLEY FIRE DEPARTMENT

329 WEST FIRST AVENUE
PARKESBURG,PA19365 		NONE PUBLIC CHARITY GENERAL FUNDS 20,000

LADY STEEL

14 WEST 1ST AVENUE
COATESVILLE,PA19320 		NONE PUBLIC CHARITY GENERAL FUNDS 10,000

LCH HEALTH AND COMMUNITY SERVICES

731 WEST CYPRUS STREET
KENNETT SQUARE,PA193482419 		NONE PUBLIC CHARITY GENERAL FUNDS 10,000

MAIN LINE ANIMAL RESCUE INC

PO BOX 89
CHESTER SPRINGS,PA19425 		NONE PUBLIC CHARITY GENERAL FUNDS 1,000

NATIVE AMERICAN VETERINARY SERVICES

2015 SULLIVAN TRAIL
EASTON,PA18040 		NONE PUBLIC CHARITY NATIVE AMERICAN VETERINARY SERVICE ("NAVS") PROJECT 5,000

OPERATION WARM

PO BOX 822431
PHILADELPHIA,PA19182 		NONE PUBLIC CHARITY GENERAL FUNDS 1,000

PALM BEACH FIRE RESCUE STATION 27

405 PIKE ROAD
WEST PALM BEACH,FL33411 		NONE PUBLIC CHARITY GENERAL FUNDS 20,000

PANTHER RIDGE CONSERVATION CENTER

2143 D RD
LOXAHATCHEE,FL33470 		NONE PUBLIC CHARITY GENERAL FUNDS 3,000

Parkesburg Borough Police Department

315 W First Ave Building 2
PARKESBURG,PA19365 		None PUBLIC CHARITY General Funds 20,000

PHILADELPHIA ZOO

3400 WEST GIRARD AVENUE
PHILADELPHIA,PA191041196 		NONE PUBLIC CHARITY GENERAL FUNDS 1,000

PRIMITIVE HALL FOUNDATION

PO BOX 489
UNIONVILLE,PA19375 		NONE PUBLIC CHARITY GENERAL FUNDS 500

RANDOLPH-MACON COLLEGE

PO BOX 5005
ASHLAND,VA23005 		NONE PUBLIC CHARITY EQUESTRIAN PROGRAM 15,000

STROUD WATER RESEARCH CENTER

970 SPENCER ROAD
AVONDALE,PA193119514 		NONE PUBLIC CHARITY GENERAL FUNDS 30,000

THE ALLIANCE FOR HEALTH EQUITY

50 SOUTH FIRST AVENUE
COATESVILLE,PA19320 		NONE PUBLIC CHARITY GENERAL FUNDS 5,000

THE BARN AT SPRING BROOK FARM INC

360 LOCUST GROVE ROAD
WEST CHESTER,PA19382 		NONE PUBLIC CHARITY GENERAL FUNDS 2,000

THE CHESTER COUNTY HOSPITAL BREAST HEALTH FUND

701 EAST MARSHALL STREET
WEST CHESTER,PA19380 		  PUBLIC CHARITY BREAST HEALTH AT PENN 1,100,000

THE CHESTER COUNTY HOSPITAL ENDOWMENT FUND

701 EAST MARSHALL STREET
WEST CHESTER,PA19380 		NONE PUBLIC CHARITY ENDOWMENT FUND - DR. BERMAN 100,000

THE CHESTER COUNTY HOSPITAL FOUNDATION

701 EAST MARSHALL STREET
WEST CHESTER,PA19380 		NONE PUBLIC CHARITY GENERAL FUND 250,000

THE CHESTER COUNTY HOSPITAL RESEARCH FUND

701 EAST MARSHALL STREET
WEST CHESTER,PA19380 		  PUBLIC CHARITY RESEARCH FUND - DR. BERMAN 125,000

The Foundation for the Horse

4033 IRON WORKS PARKWAY
LEXINGTON,KY40511 		NONE PUBLIC CHARITY GENERAL FUNDS 25,000

THE KINGS ACADEMY

8401 BELVEDERE ROAD
WEST PALM BEACH,FL33411 		NONE PUBLIC CHARITY GENERAL FUNDS 7,500

THERAPEUTIC HORSEBACK RIDING INC

190 LINE ROAD
MALVERN,PA19355 		NONE PUBLIC CHARITY GENERAL FUNDS 2,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

3800 SPRUCE STREET
PHILADELPHIA,PA19104 		NONE PUBLIC CHARITY GENERAL FUNDS 100,000

UNITE FOR HER

127 EAST CHESTNUT STREET
WEST CHESTER,PA19380 		NONE PUBLIC CHARITY GENERAL FUNDS 70,000

UNITED STATES EQUESTRIAN TEAM FOUNDATION INC

1040 POTTERSVILLE ROAD PO BOX 355
GLADSTONE,NJ079349955 		NONE PUBLIC CHARITY GENERAL FUNDS 5,000

UNITED STATES PONY CLUB INC

4041 IRON WORKS PARKWAY
LEXINGTON,KY405118462 		NONE PUBLIC CHARITY GENERAL FUNDS 5,000

UPLAND COUNTRY DAY SCHOOL

420 WEST STREET ROAD
KENNETT SQUARE,PA19348 		NONE PUBLIC CHARITY GENERAL FUNDS 1,500

VINCEREMOS THERAPEUTIC RIDING CENTER

13300 6TH COURT NORTH
LOXAHATCHEE,FL33470 		NONE PUBLIC CHARITY GENERAL FUNDS 25,000

WINTERTHUR MUSEUM

5105 KENNETT PIKE
WINTERTHUR,DE19735 		NONE PUBLIC CHARITY GENERAL FUNDS 500
Total .................................right arrow 3a 2,685,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		         
4 Dividends and interest from securities ....     14 1,005,947  
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 .....     14 9,385  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,429,672  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aIIF LP 		523000 -340      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -340 2,445,004 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,444,664
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE ROEMER FOUNDATION
 
Employer identification number

23-2870277
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE ROEMER FOUNDATION
  		Employer identification number
23-2870277
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CHARITABLE LEAD ANNUITY TRUST OF MARY ALICE MALONE 72005
 
605 MAIN STREET SUITE 212
 
RIVERTON, NJ08077

$ 775,400


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
MARY ALICE MALONE
4280 SOUTH SHORE BOULEVARD
 
WELLINGTON, FL33414

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE ROEMER FOUNDATION
  		Employer identification number

23-2870277
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE ROEMER FOUNDATION
  		Employer identification number

23-2870277
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
THE ROEMER FOUNDATION
EIN:
23-2870277
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FARLEY, DRAIN & CO. PC - ACCOUNTING SERVICES 24,833 24,833   0
DIMENSIONAL ACCOUNTING SERVICES LLC - ACCOUNTING SERVICVES 17,998 17,998   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE ROEMER FOUNDATION
EIN:
23-2870277
Name of Bond End of Year Book Value End of Year Fair Market Value
FIDELITY ADV CONV INC BD-Z 2,167,154 2,175,791
PIMCO TOTAL RETURN FUND-INST 2,322,451 2,025,298
VANGUARD SHORT-TERM TIPS 1,775,877 1,758,796
VANGUARD TOTAL BOND MARKET 1,315,080 1,228,885
VANGUARD TTL BD MKT IDX-ADM 1,702,166 1,552,437
JPM PRIME MM FD - INSTL FUND 829 4.38% 902 902

TY 2024 InvestmentsCorpStockSchedule
Name:
THE ROEMER FOUNDATION
EIN:
23-2870277
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC-UNSPON ADR 160,912 285,543
ADYEN NV-UNSPON ADR 72,056 103,104
ALPHABET INC-CL A 8,298 14,451
AMAZON.COM INC 285,478 421,229
APPLE INC 65,571 81,658
APPLOVIN CORP-CLASS A 75,171 403,992
ARISTA NETWORKS INC 12,888 27,112
ARTHUR J GALLAGHER & CO 93,084 159,100
ARTISAN INTL VAL-INST 2,592,000 3,294,879
ASTRAZENECA PLC-SPONS ADR 89,168 91,403
AUTODESK INC 28,485 41,173
AUTOMATIC DATA PROCESSING 17,709 25,289
BOSTON SCIENTIFIC CORP 16,361 34,049
BRAZE INC-A 24,968 19,080
CORTEVA INC 118,495 138,402
DATADOG INC - CLASS A 32,365 43,926
EDGEWOOD GROWTH FUND-INST 2,002,696 3,302,503
ELI LILLY & CO 14,593 24,165
FERRARI NV 43,072 99,620
FIDELITY 500 INDEX FUND 7,118,076 9,502,117
FISERV INC 50,654 56,206
GE AEROSPACE 46,971 122,775
GE VERNOVA INC 43,311 103,713
GLOBAL-E ONLINE LTD 11,947 12,041
HEALTH CARE SELECT SECTOR 1,351,578 1,374,993
HUMANA INC 28,986 22,492
ICICI BANK LTD-SPON ADR 95,343 145,661
ILLUMINA INC 116,304 81,766
INVESCO QQQ TRUST SERIES 1 1,297,089 1,886,609
ISHARES RUSSELL 1000 VALUE E 4,026,599 5,015,019
KINSALE CAPITAL GROUP INC 29,328 34,357
LINDE PLC 63,545 91,021
LPL FINANCIAL HOLDINGS INC 68,610 128,240
MASTERCARD INC - A 15,057 23,040
MCKESSON CORP 66,766 138,495
META PLATFORMS INC-CLASS A 66,555 82,666
MICROSOFT CORP 226,449 383,006
NEXTERA ENERGY INC 24,026 28,323
NOVO-NORDISK A/S-SPONS ADR 68,194 80,822
NVIDIA CORP 105,911 394,817
OLD DOMINION FREIGHT LINE 34,200 34,732
PHILIP MORRIS INTERNATIONAL 43,136 83,780
PURE STORAGE INC - CLASS A 26,685 32,302
SAAB AB-UNSPR ADR 119,334 265,922
SCHWAB (CHARLES) CORP 27,195 44,708
SHERWIN-WILLIAMS CO/THE 44,442 52,534
STRYKER CORP 17,980 32,442
T ROWE PR OVERSEAS STOCK-I 2,578,454 2,945,467
TAIWAN SEMICONDUCTOR-SP ADR 187,737 274,279
TEXAS INSTRUMENTS INC 35,683 42,354
THERMO FISHER SCIENTIFIC INC 38,991 33,248
TOAST INC-CLASS A 10,172 27,593
TRANE TECHNOLOGIES PLC 9,985 26,682
UNITEDHEALTH GROUP INC 143,075 82,672
VANGUARD MID-CAP ETF 1,679,268 1,919,634
VERTEX PHARMACEUTICALS INC 113,392 105,067
VISA INC-CLASS A SHARES 54,790 131,724
WASTE CONNECTIONS INC 67,837 98,215
ZILLOW GROUP INC - C 25,561 38,598
American Express Co 46,302 58,692
BAE Systems PLC 164,700 180,195
Baker Hughes Co 33,145 34,084
Boeing Co/The 29,937 38,554
Bristol-Meyers Squibb Co 32,097 24,117
Broadcom Inc 30,542 39,418
Carnival Corp 25,045 40,718
Cava Group Inc 23,149 18,868
Celsius Holdings Inc 27,965 37,437
Ciena Corp 16,163 18,218
Coinbase Global Inc - Class A 14,821 21,380
Corpay Inc 39,277 47,450
Deere & Co 16,020 20,848
Dominos Pizza Inc 13,367 13,969
Eaton Corp Plc 27,242 29,273
Freshpet Inc 70,654 37,718
Godaddy Inc - Class A 139,892 127,663
Heidelberg Materials AG 122,739 156,803
Insmed Inc 17,530 18,518
Meituan - Unsp ADR 112,775 79,967
Mongodb Inc 27,259 25,619
Natera Inc 14,868 17,232
Netflix Inc 36,932 54,904
Nike Inc - Cl B 23,558 21,738
Nintendo Co LTD - Unspons ADR 128,204 164,921
NXP Semiconductors NV 26,347 31,244
Oracle Corp 21,805 22,300
Pepsico Inc 27,479 24,295
Puig Brands SA 85,717 65,356
Quanta Services Inc 13,193 19,282
Reinsurance Group of America 107,459 99,973
Robinhood Markets Inc - A 95,025 216,192
Rolls-Royce Holdings - SP ADR 148,361 183,774
Sea LTD-ADR 149,220 249,027
Siemens Energy AG - Unsp ADR 138,548 253,849
Tencent Holdings LTD - Uns ADR 142,588 135,966
Trade Desk Inc/The - Class A 21,528 26,420
Unity Software Inc 16,864 18,029
Williams-Sonoma Inc 26,539 28,263

TY 2024 InvestmentsOtherSchedule2
Name:
THE ROEMER FOUNDATION
EIN:
23-2870277
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CPI (CARLYLE PROPERTY) PRIVATE INVESTORS, LLC AT COST 935,943 913,653
HPS CORPORATE LENDING FUND AT COST 1,000,000 1,006,776
IIF LP AT COST 832,637 1,050,967
STARWOOD REAL ESTATE INCOME TRUST CLASS S AT COST 824,603 935,099

TY 2024 LegalFeesSchedule
Name:
THE ROEMER FOUNDATION
EIN:
23-2870277
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NACHMIAS MORRIS & ALT LLC - LEGAL FEES 9,761 4,881   4,880


TY 2024 OtherExpensesSchedule
Name:
THE ROEMER FOUNDATION
EIN:
23-2870277
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 844 844   0
DEPOSITORY FEE 1,436 1,436   0
IIF LP - OTHER EXPENSE 10,488 10,488   0
CPI PRIVATE INVESTORS LLC - OTHER EXPENSE 16,828 16,828   0


TY 2024 OtherIncomeSchedule2
Name:
THE ROEMER FOUNDATION
EIN:
23-2870277
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
IIF LP - OTHER INCOME 8,989 8,989  
JPMORGAN ACCTX0008-MISC DEPOSIT 351 351  
Other 45 45  
IIF LP -340 0 0


TY 2024 OtherProfessionalFeesSchedule
Name:
THE ROEMER FOUNDATION
EIN:
23-2870277
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WCM INVESTMENT MGMT - INVESTMENT MANAGER 24,203 24,203   0
JPMORGAN CHASE BANK N.A. FEES 57,411 57,411   0


TY 2024 TaxesSchedule
Name:
THE ROEMER FOUNDATION
EIN:
23-2870277
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN INCOME TAXES 3,364 3,364   0
FORM 990PF 23,000 0   0