Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
MASSILLON
State or province
OH
Country  
ZIP or foreign postal code
44648
A Employer identification number

34-0905021
B Telephone number (see instructions)

3307047631
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,813,060J 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 .................
3 Interest on savings and temporary cash investments 11,259 11,259  
4 Dividends and interest from securities... 50,271 50,271  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 16,622
b Gross sales price for all assets on line 6a 291,138
7 Capital gain net income (from Part IV, line 2)... 16,622
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
435 0  
12 Total. Add lines 1 through 11........ 78,587 78,152  
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
3,151 315   2,836
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
12,405 12,405   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
184 184   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
2,589 984   1,606
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,329 13,888   9,442
25 Contributions, gifts, grants paid....... 58,000 58,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 81,329 13,888   67,442
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,742
b Net investment income (if negative, enter -0-) 64,264
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 5,088 3,878 3,878
2 Savings and temporary cash investments......... 39,044 30,478 30,478
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,242,717 Click to see attachment
List of Attached Documents:
// Content
1,251,382 		1,456,860
c Investments—corporate bonds (attach schedule)....... 276,641 Click to see attachment
List of Attached Documents:
// Content
275,357 		285,402
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 67,650 Click to see attachment
List of Attached Documents:
// Content
67,303 		36,442
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,631,140 1,628,398 1,813,060
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 1,631,140 1,628,398
29 Total net assets or fund balances (see instructions)..... 1,631,140 1,628,398
30 Total liabilities and net assets/fund balances (see instructions). 1,631,140 1,628,398
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
1,631,140
2
Enter amount from Part I, line 27a .....................
2
-2,742
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,628,398
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,628,398
Form 990-PF (2025)
Form 990-PF (2025)
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   2025-12-31
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 291,138   274,516 16,622
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       16,622
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 16,622
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 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) 1 893
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........................... 3 893
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- ..... 5 893
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 187
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.............. 7 187
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 32
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 738
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
OH
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofAMANDA STAHL TREASURER Telephone no. (330) 704-7631

Located at837 17TH STREET NEMASSILLONOH ZIP+444646
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
1,704,202
b
Average of monthly cash balances.......................
1b
65,988
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,770,190
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
1,770,190
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
26,553
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,743,637
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
87,182
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
87,182
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
893
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
893
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
86,289
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
86,289
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
86,289
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, line 26, column (d) ..........
1a
67,442
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
67,442
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 86,289
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 26,497
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 67,442
a Applied to 2024, but not more than line 2a 26,497
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 2025 distributable amount..... 40,945
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		45,344
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
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 5,000

JACKSON LOCAL SCHOOLS

7600 FULTON RD NW
MASSILLON,OH44646 		    AID WESTERN STARK COUNTY STUDENTS IN NEED AS SCHOLARSHIPS OR SUPPLIES AND MATERIALS FOR EDUCATION 5,000

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 2,500

KENT STATE UNIVERSITY FOUNDATION

6000 FRANK AVE NW
NORTH CANTON,OH44720 		    AID WESTERN STARK COUNTY STUDENTS IN NEED AS SCHOLARSHIPS OR SUPPLIES AND MATERIALS FOR EDUCATION 5,000

MALONE UNIVERSITY

2600 CLEVELAND AVENUE NW
CANTON,OH44709 		    AID WESTERN STARK COUNTY STUDENTS IN NEED AS SCHOLARSHIPS OR SUPPLIES AND MATERIALS FOR EDUCATION 1,000

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 7,000

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 AS SCHOLARSHIPS OR SUPPLIES AND MATERIALS FOR EDUCATION 4,000

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 4,000

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 5,000

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 5,000

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 5,000

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 3,000

WALSH UNIVERSITY

2020 EAST MAPLE STREET
NORTH CANTON,OH44720 		    AID WESTERN STARK COUNTY STUDENTS IN NEED AS SCHOLARSHIPS OR SUPPLIES AND MATERIALS FOR EDUCATION 3,500
Total ................................. 3a 58,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 11,259  
4 Dividends and interest from securities ....     14 50,271  
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 16,622  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRETURN ON CAPITAL 		    14 435  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 78,587 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
78,587
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
CHARITY SCHOOL OF KENDAL
EIN:
34-0905021
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,151 315   2,836

TY 2025 InvestmentsCorpBondsSchedule
Name:
CHARITY SCHOOL OF KENDAL
EIN:
34-0905021
Name of Bond End of Year Book Value End of Year Fair Market Value
AMGEN INC 40,663 41,631
CONSTELLATION BRANDS INC 44,157 44,887
GENERAL MOTORS CO 44,312 46,108
HYATT HOTELS CORP 75,986 77,967
JPMORGAN CHASE & CO 70,239 74,809

TY 2025 InvestmentsCorpStockSchedule
Name:
CHARITY SCHOOL OF KENDAL
EIN:
34-0905021
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO 3,185 4,693
ABBOTT LABORATORIES 2,904 3,301
ABBVIE INC 5,026 11,545
ADOBE INC 7,233 5,205
AGILENT TECHNOLOGIES 1,240 1,426
AIR PROD & CHEM INC 4,893 3,959
ALBEMARLE CORPORATION 2,103 2,857
ALCON INC 4,848 4,235
ALLSTATE CORP 35,156 30,363
ALPHABET INC CL A 8,375 18,511
ALPHABET INC CL C 7,618 17,220
ALTRIA GROUP INC 2,746 3,342
AMAZON COM INC 13,132 20,202
AMER FINANCIAL GP INC HLDG CO 3,365 3,589
AMER INTL GP INC NEW 12,188 13,859
AMERICAN ELEC PWR CO INC 1,882 1,786
AMERICAN EXPRESS CO 1,020 2,047
AMERICAN WATER WORKS CO 4,463 4,390
AMERIPRISE FINCL INC 6,038 6,658
AMGEN INC 8,884 9,489
AMTRUST FINL SERV INC 46,812 30,038
AON PLC CL A 2,555 2,868
APOLLO GLOBAL MGMT INC CL A 5,461 6,635
APPLE INC 9,581 17,595
APPLIED MATERIALS INC 1,777 2,679
ARES MANAGEMENT CORP CL A 2,220 2,197
ASTRAZENECA PLC ADR 4,831 5,480
AT&T INC 3,281 5,316
ATHENE HOLDING LTD 35,530 31,155
ATLASSIAN CORPORATION CL A 897 980
ATMOS ENERGY CP 4,841 6,926
BANK OF AMER CORP 35,684 31,886
BANK OF AMERICA CORP 14,571 21,450
BECTON DICKINSON & CO 1,898 1,882
BEST CUY CO 3,217 2,992
BJS WHSL CLUB HLDGS INC 3,051 3,079
BLACKROCK INC 7,808 11,147
BLACKSTONE INC 4,889 7,111
BLOCK INC CL A 1,411 1,497
BOEING CO 3,393 4,720
BOSTON SCIENTIFIC CORP 1,331 1,740
BRIGHTHOUSE FINANCIAL 35,130 21,350
BRISTOL MYERS SQUIBB CO 2,176 2,169
BROADCOM INC 3,150 10,078
BUNGE GLOBAL SA 2,362 2,761
BXP INC 1,530 1,670
CALAMOS MARKET NEUTRAL INC I 15,984 16,688
CAPITAL ONE FINANCIAL CORP 9,711 16,972
CARRIER GLOBAL CORPORATION 1,239 1,085
CHARLES SCHWAB NEW 4,484 8,074
CHARTER COMMUNICATIONS INC 1,948 1,393
CHEVRON CORP 8,722 10,482
CISCO SYS INC 13,342 18,641
CITIGROUP INC NEW 9,850 19,020
CME GROUP INC 2,627 4,046
COCA COLA CO 15,214 16,708
COLUMBIA SELECT SH CORP INC I 12,510 12,733
COLUMBIA STRATEGIC INCOME INST 12,662 12,703
COMCAST CORP 3,262 2,816
CONAGRA BRANDS INC 3,275 2,493
CONOCOPHILLIPS 8,203 7,235
CONSTELLATION BRANDS INC CL A 3,871 2,023
CORNING INC 2,213 4,831
CORTEVA INC 9,493 11,998
COTERRA ENERGY INC 6,273 6,159
CULLEN FROST BANKERS INC 2,910 3,677
CVS HEALTH CORP COM 3,574 4,464
DANNAHER CORPORATION 5,550 4,925
DARDEN RESTAURANTS 3,202 3,462
DELL TECHNOLOGIES INC CL C 1,553 1,790
DIGITAL REALTY TRUST INC 3,351 3,398
DOORDASH INC CL A 1,362 1,347
DRAFTKINGS INC CL A 572 570
DTE ENERGY COMPANY 4,460 5,075
EATON CORP PLC SHS 581 627
EBAY INC 1,242 2,332
ECOLAB INC 5,329 5,716
ELI LILLY & CO 4,327 7,758
EOG RESOURCES INC 2,322 1,947
EQUINIX INC 2,208 2,174
EQUITY LIFESTYLE PROPERTIES 3,399 3,147
EXXON MOBIL CORP 18,940 20,578
FEDEX CORP 5,103 5,658
FORD MOTOR CO NEW 2,423 2,847
FREEPORT-MCMORAN CL-B 5,986 6,501
GAP INC 3,161 3,994
GE AEROSPACE NEW 99 582
GE VERNOVA INC 305 746
GENERAL MTRS CO 4,275 7,171
GENL DYNAMICS CORP 4,842 5,415
GENUINE PARTS CO 4,173 4,060
GOLDMAN SACHS GRP INC 8,435 16,125
GUGGENHEIM LIMITIED DURATION I 12,590 12,756
HENRY SCHEIN INC 1,172 1,346
HEWLETT PACKARD ENTERPRISE 4,159 4,924
HILTON WORLDWIDE HLDGS INC 5,628 7,506
HOME DEPOT INC 5,854 5,620
HONEYWELL INTL INC 4,486 4,595
INGERSOLL RAND INC 4,518 3,803
INTERCONTINENTAL EXCHANGE INC 1,153 1,141
INTERNATIONAL FLAVORS & FRAGRANC 758 695
INTERNATIONAL PAPER CO 3,377 2,983
INTL BUSINESS MACHINES CORP 4,523 9,444
INTUIT INC 2,837 3,766
INVESCO LTD 2,546 3,179
JACOBS SOLUTIONS INC 1,727 1,701
JOHNSON & JOHNSON 7,681 9,300
JOHNSON CTLS INTL PLC 4,515 7,829
JPMORGAN CHASE & CO 2,348 17,215
JPMORGAN CHASE & CO 31,061 30,168
JPMORGAN ULTRA-SHORT INCOME 13,036 13,052
KEYCORP 49,888 41,379
KINDER MORGAN INCORP 3,553 3,601
LAM RESEARCH CORPORATION 594 2,245
LENNAR CORPORATION 7,593 5,143
LOCKHEED MARTIN CORP 4,169 4,336
LOWES COMPANIES INC 3,962 4,700
LYONDELLBASELL NV CL-A 2,568 1,525
MARTIN MARIETTA MATERIALS 6,238 7,149
MARVELL TECHNOLOGY GROUP LTD 978 1,099
MASTERCARD INC CL A 1,627 2,668
MCKESSON CORP 5,924 7,984
MEDTRONIC PLC SHS 7,038 8,409
MERCK & CO INC NEW COM 12,328 11,894
META PLATFORMS INC CL A 1,179 6,722
METLIFE INCORPORATED 2,991 3,236
MICROCHIP TECHNOLOGY INC 7,777 8,284
MICROSOFT CORP 19,889 36,925
MITSUBISHI UFJ FINCL GRP ADS 3,773 6,011
MORGAN STANLEY 2,017 2,840
NETFLIX INC 688 684
NEXTERA ENERGY INC 8,364 8,670
NIKE INC B 738 619
NORTHROP GRUMMAN CP 4,364 5,499
NOVO NORDISK A/S ADR 2,981 2,691
NRG ENERGY INC 1,458 2,877
NUTRIEN LTD 2,701 3,135
NVIDIA CORPORATION 2,057 22,753
OKTA, INC CL A 2,305 2,132
OSHKOSH CORP 3,279 3,795
PACCAR INC 3,963 4,112
PALO ALTO NETWORKS INC 640 1,360
PARKER HANNIFIN CORP 6,590 14,969
PEPSICO INC NC 9,734 8,622
PFIZER INC 2,810 2,615
PGIM FLOATING RATE INCOME Z 13,576 13,290
PGIM TR ULTRA SHORT ETF 13,083 13,042
PHILIP MORRIS INTL INC 7,476 14,160
PINTEREST INC CL A 958 989
PNC FINL SVCS GP 3,931 5,319
PPL CORPORATION 3,807 4,342
PROCTER & GAMBLE 9,377 8,840
PROLOGIS INC COM 4,436 5,217
PUBLIC SERVICE ENTERPRISE GP 4,224 4,660
PULTE GROUP INC 5,219 5,357
QUALCOMM INC 11,132 10,278
R P M INC 4,943 4,626
REGENERON PHARMACEUTICALS INC 5,133 4,938
RTX CORPORATION 3,891 6,831
S&P GLOBAL INC 1,404 1,949
SALESFORCE INC 2,480 2,525
SANOFI ADR 4,248 4,218
SCE TRUST VI 35,687 26,115
SEAGATE TECHNOLOGY HLDNGS PLC 2,345 7,373
SIMON PPTY GROUP INC 3,765 4,385
SKYWORKS SOLUTIONS INC 2,624 2,347
SYNOPSYS INC 8,207 7,687
SONY GROUP CORPORATION ADR 4,655 7,330
SOUTHERN CO 3,406 4,099
SOUTHWEST AIRLINES 7,242 10,291
STANLEY BLACK & DECKER INC 6,210 5,720
STARBUCKS CORP WASHINGTON 5,099 4,652
STARWOOD PROPERTY TRUST INC 4,136 3,872
TAKE TWO INTERACTIVE SOFTWARE 521 1,323
TAPESTRY INC 374 1,123
TARGET CORPORATION 2,849 2,168
TE CONNECTIVITY LTD NEW 1,725 3,130
TELEDYNE TECH INC 3,983 5,215
TESLA INC 1,895 4,065
TEXAS INSTRUMENTS 7,109 7,213
THE CIGNA GROUP 1,787 1,757
THERMO FISHER SCIENTIFIC 9,922 10,272
T-MOBILE US INC COM 2,893 4,076
TOTALENERGIES SE SPONSORED ADS 4,852 4,697
TRUIST FINL CORP 2,247 2,954
UBER TECHNOLOGIES INC 4,801 6,237
UDR INC COM 895 943
UGI CORPORATION NEW COM 2,828 3,632
UNION PACIFIC CORP 2,765 3,011
UNITED PARCEL SER INC CL-B 2,850 1,901
UNITED RENTALS INC 2,120 2,649
UNITEDHEALTH GP INC 10,526 7,533
US BANCORP COM NEW 8,482 11,046
VALERO ENERGY CP DELA NEW 5,781 6,999
VERIZON COMMUNICATIONS 13,786 12,423
VERTEX PHARMACEUTICALS 2,566 3,173
VISA INC CL A 3,818 5,284
WALMART INC 6,483 14,149
WALT DISNEY CO HLDG CO 4,370 4,874
WASTE MGMT INC 1,349 1,361
WELLS FARGO & CO NEW 9,733 15,751
WELLTOWER INC 2,016 3,621
XCEL ENERGY INC 6,122 7,903
ZIMMER BIOMET HLDGS INCCOM 2,260 1,955

TY 2025 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 67,303 36,442

TY 2025 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   200
INSURANCE PREMIUMS 1,967 984   984
PO BOX RENTAL 244 0   244
MISCELLANEOUS 178 0   178


TY 2025 OtherIncomeSchedule2
Name:
CHARITY SCHOOL OF KENDAL
EIN:
34-0905021
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RETURN ON CAPITAL 435   435


TY 2025 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 12,405 12,405   0


TY 2025 TaxesSchedule
Name:
CHARITY SCHOOL OF KENDAL
EIN:
34-0905021
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 184 184   0