2025-11-11T15:26:20-06:00 2024-12-31 271180831 CERITY PARTNERS 1001 LAKESIDE AVE STE 1620 CLEVELAND OH 44114 990 2024-01-01 463792548 ROGER FEDERER CHARITABLE FUND INC ROGE 2164646266 CO CERITY PARTNERS 99 PARK AVENUE NEW YORK NY 10016 SONNET MCKINNON PRESIDENT 2164646266 2025-11-10 1 0 CLAUDIA SYKORA CPA P01211807 2164646266 2024 2025-03-06 01:10:19Z SONNET MCKINNON C/O CERITY PARTNERS 99 PARK AVENUE NEW YORK NY 10016 2979313 0 X N/A X 2013 NY THE ROGER FEDERER CHARITABLE FUND, INC. SUPPORTS THE WORK OF THE ROGER FEDERER FOUNDATION, WHICH BENEFITS CHILDREN LIVING IN POVERTY AND HELPS THEM TO REALIZE THEIR POTENTIAL. THE ROGER FEDERER FOUNDATION SUPPORTS EDUCATION PROJECTS IN SOUTHERN AFRICA AND SWITZERLAND. 3 3 0 0 0 0 801555 2923000 0 0 11958 56313 0 0 813513 2979313 1000000 0 0 0 0 0 0 0 0 41962 53222 1041962 53222 -228449 2926091 138511 3064602 0 0 138511 3064602 THE PURPOSE OF THE ROGER FEDERER CHARITABLE FUND, INC. IS TO ENHANCE EDUCATION FOR UNDERPRIVILEGED CHILDREN IN AFRICA BY SUPPORTING OTHER ORGANIZATIONS ORGANIZED FOR CHARITABLE PURPOSES WHICH PROMOTE EDUCATION IN AFRICA. 0 0 PHASE III OF THE SCHOOL READINESS INITIATIVE IN ZAMBIA. THE OVERALL PROJECT GOAL IS TO SECURE A GOOD START INTO PRIMARY EDUCATION FOR VULNERABLE CHILDREN DUE TO ACCESS TO QUALITY PRE-PRIMARY SCHOOLING IN COMMUNITY SCHOOLS. 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 NY X CERITY PARTNERS LLC 2164646266 1001 LAKESIDE AVE SUITE 1620 CLEVELAND OH 44114 X SONNET MCKINNON PRESIDENT & TREASURER 10.00 X X 0 0 0 ANTHONY GODSICK DIRECTOR 10.00 X X 0 0 0 MARK J CASTELL SECRETARY & DIRECTOR 5.00 X X 0 0 0 0 0 0 0 0 0 0 0 2923000 2923000 56313 56313 2979313 0 0 56313 X 10040 10040 43182 43182 53222 0 53222 0 105128 9906 33383 3054696 138511 3064602 0 0 X 0 0 0 0 138511 3064602 138511 3064602 138511 3064602 2926091 0 X 1 X 1 X 1 0 X 1167252 475100 105485 749054 2890000 5386891 1167252 475100 105485 749054 2890000 5386891 3266549 2120342 538 43 7000 11958 56313 75852 5462743 0.38810 0.46680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2979313 0 2979313 0 2979313 53222 0 53222 0 53222 FORM 990, PART VI, SECTION A, LINE 2 ANTHONY GODSICK AND MARK CASTELL ARE DIRECTORS OF THE ROGER FEDERER CHARITABLE FUND, INC. MR. GODSICK AND MR. CASTELL ARE RELATED TO EACH OTHER THROUGH BUSINESS RELATIONSHIPS, SPECIFICALLY, EACH PROVIDES SERVICES TO ROGER FEDERER. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A CORPORATION ORGANIZED UNDER THE LAWS OF THE STATE OF NEW YORK. THE MEMBER(S) OF THE CORPORATION CONSIST OF THE INITIAL MEMBERS DESIGNATED IN THE ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE VOTING MEMBERS, HAVE NOT TO DATE, BUT MAY, DESIGNATE ADDITIONAL MEMBERS BY AN INSTRUMENT IN WRITING DELIEVERED TO THE SECRETARY OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS SHALL BE ELECTED BY THE MEMBER(S) OF THE CORPORATION. THE CORPORATION SHALL HAVE A LEAST THREE DIRECTORS AT ALL TIMES. DIRECTORS MAY BE INCREASED OR DECREASED FROM TIME TO TIME BY A VOTE OF MAJORITY OF THE MEMBERS OF THE CORPORATION, BUT, IN ALL EVENTS, SHALL NEVER BE LESS THAN THREE. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY THE FINANCIAL REPRESENTATIVES OF EACH MEMBER OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY: EACH DIRECTOR, OFFICER OR MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHIHC AFFIRMS THAT SUCH PERSON: 1) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY 2) HAS READ AND UNDERSTANDS THE POLICY 3) HAS AGREED TO COMPLY WITH THE POLICY 4) UNDERSTANDS THAT THE CORPORATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN IT'S FEDREAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF IT'S TAX-EXEMPT PURPOSES. TO ENSURE THE CORPORATION OPERATED IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: (A) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON CRITERIA SET OUT IN SECTION 3 OF ARTICLE IV, AND ARE THE RESULT OF ARM'S LENGTH BARGAINING. (B) WHETHER THE PARTNERSHIPS, JOINT VENTURES AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE CORPORATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE PAYMENTS FOR GOODS AND SERVICES, FURTHER THE ORGANIZATION'S CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION: THERE IS NO COMPENSATION PAID TO THE OFFICERS AND DIRECTORS, NOR TO ANY INDEPENDENT CONTRACTORS OF THE ORGANIZATION. THE BYLAWS HAVE SPECIFIC GUIDELINES FOR COMPENSATION COMMITTEE AS FOLLOWS: 1) A VOTING MEMBER OF THE BOARD WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE CORPORATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO THAT MEMBER'S COMPENSATION. 2) A VOTING MEMBER OF ANY COMMITTEE WHOSE JURISDICTION INCLUDES COMPENSATION MATTERS AND WHO RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM THE CORPORATION FOR SERVICES IS PRECLUDED FROM VOTING ON MATTERS PERTAINING TO HIS OR HER COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO THE PUBLIC: NO GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC OTHER THAN THE RELATED SECTION AS DISCLOSED ON THE ORGANIZATION'S FORM 990. A COPY OF THE FORM 990 IS AVAILABLE UPON WRITTEN REQUEST SENT TO THE MAILING ADDRESS OF THE FOUNDATION OR BY APPOINTMENT AT THE FOUNDATION'S OFFICE. FORM 990, PART IX, LINE 11G BANK FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 550. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 550. MISCELLANEOUS ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 260. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 260. INSURANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 473. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 473. CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 41,899. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,899.