2024-11-19T11:28:36-08:00 2024-09-30 760117312 Roger Goddard CPA PC 3100 Timmons Lane Suite 440 Houston TX 77027 990PF 2023-10-01 760454743 Harry and Anne Sager Foundation HARR 7136269483 5555 San Felipe Houston TX 77056 Harry C Sager Director 7136269483 2024-10-17 true true Roger D Goddard P01219221 7136225088 2024-11-19 2023 2024-10-15 13:58:12Z X 212462 X X 8 8 4376 4376 1815 22729 1815 1220 0 0 6199 6199 1220 0 1330 0 269 0 -489 1110 0 0 0 0 1110 0 0 5089 6199 1220 1187 7664 7664 0 0 178667 177279 204798 0 0 0 0 0 0 179854 184943 212462 0 0 0 0 0 X 13300 13300 166554 171643 179854 184943 179854 184943 179854 5089 184943 184943 Vanguard Short-Term Bond ETF - 8 sh P 2023-09-14 2023-12-07 610 0 602 8 0 0 0 8 Ishares MSCI USA Momntum FCT - 3 sh P 2020-06-18 2024-03-18 554 0 386 168 0 0 0 168 Ishares MSCI EAF Min Vol FCT - 52 sh P 2023-09-14 2024-03-28 3684 0 3493 191 0 0 0 191 Ishares MSCI USA SMall Cap - 64 sh P 2023-09-14 2024-03-28 2346 0 2167 179 0 0 0 179 Ishares MSCI USA Min Vol FCT - 109 sh P 2023-09-14 2024-03-28 8991 0 8149 842 0 0 0 842 Vanguard S&P 500 ETF - 3 sh P 2023-09-14 2024-09-30 1578 0 1232 346 0 0 0 346 Vanguard Short-Term Bond ETF - 63 sh P 2023-09-14 2024-09-30 4966 0 4885 81 0 0 0 81 1815 1220 86 0 86 0 86 0 86 0 false false false false false false false true true TX true false false false false true N/A Kanaly Trust Company 7136269483 5555 San Felipe Suite 200 Houston TX 77056 false false false false false false false false false false false false false false false false false false false false false Harry C Sager 814 Thornbranch Houston TX 77079 Director 0.00 0 0 0 Elizabeth Sager Yates 13919 Britoak Houston TX 77079 Director 0.00 0 0 0 Andrew D Kanaly 5555 San Felipe 200 Houston TX 77056 Director 0.00 0 0 0 Kanaly Trust Company 5555 San Felipe 200 Houston TX 77056 Director 0.00 0 0 0 NONE 0 NONE 0 192852 2148 0 195000 0 195000 2925 192075 9604 9604 86 86 9518 9518 9518 0 9518 1328 170 0 0 0 1498 0 0 1498 1498 0 0 0 0 8020 0 0 0 0 0 0 0 Harry Sager and Elizabeth Sager Yat None Kanaly Trust Company 5555 San Felipe Suite 200 Houston TX 77056 7135619300 Written request including brochure on organization N.A. No 14 8 14 4376 18 1815 6199 6199 false false false false false false false false false false Roger Goddard, CPA, P.C. Preparation of Form 990-PF 1330 Part VII-A, question 10 -List of substantial contributors Harry Sager, Anne Sager, Elizabeth Sager Yates, Eric Yates, John Ord Sager,Harry Sager, Anne Sager, Elizabeth Sager Yates, Eric Yates, John Ord Sager,Harry Sager, Anne Sager, Elizabeth Sager Yates, Eric Yates, John Ord Sager,Harry Sager, Anne Sager, Elizabeth Sager Yates, Eric Yates, John Ord Sager,Harry Sager, Anne Sager, Elizabeth Sager Yates, Eric Yates, John Ord Sager,Harry Sager, Anne Sager, Elizabeth Sager Yates, Eric Yates, John Ord Sager,Harry Sager, Anne Sager, Elizabeth Sager Yates, Eric Yates, John Ord Sager,Harry Sager, Anne Sager, Elizabeth Sager Yates, Eric Yates, John Ord Sager,Harry Sager, Anne Sager, Elizabeth Sager Yates, Eric Yates, John Ord Sager, Avantis Emerging Markets 2927 3618 Avantis US Small Cap 4340 5024 Dimensional 4750 5293 Dimensional Intern Core 7064 8217 Dimensional Intern High 4670 5235 Dimensionsal US Core 16241 20437 Dimensional US 10587 12215 Dimensional US High 10453 12844 Ishares Core US 28344 29976 Ishares MSCI USA Momentum 8712 12774 Ishares MSCI Intl Momentum 4157 5209 Vanguard FTSE Developed 7034 8186 Vanguard FTSE Emerging 3130 3684 Vanguard S&P 500 ETF 15194 19524 Vanguard Short-Term Bond 31910 33365 Vanguard Small Cap ETF 4334 5219 Vanguard Total 13432 13978 Bank charges 25 Other -514 Federal income tax 269