2025-11-13T13:38:38-08:00 2025-09-30 760117312 Roger Goddard CPA PC 3100 Timmons Lane Suite 440 Houston TX 77027 990PF 2024-10-01 760454743 Harry and Anne Sager Foundation HARR 7136269483 5555 San Felipe Houston TX 77056 Andrew D Kanaly Director 7136269483 2025-10-22 true true Roger D Goddard P01219221 7136225088 2025-11-13 2024 2025-03-06 01:10:19Z X 226444 X X 2 2 4512 4512 2220 10580 2220 12 0 0 6734 6734 12 0 2211 0 86 0 -886 1411 0 0 6400 6400 7811 0 6400 -1077 6734 12 7664 1840 1840 0 0 177279 182026 224604 0 0 0 0 0 0 184943 183866 226444 0 0 0 0 0 X 13300 13300 171643 170566 184943 183866 184943 183866 184943 -1077 183866 183866 Dimensional US Core Equity - 22 sh P 2023-09-12 2024-11-06 786 0 600 186 0 0 0 186 Dimensional US Core Equity - 50 sh P 2023-09-12 2024-12-17 1779 0 1363 416 0 0 0 416 Vanguard S&P 500 ETF - 3 sh P 2023-09-12 2024-12-17 1666 0 1232 434 0 0 0 434 Vanguard Small Cap ETF - 2 sh P 2023-09-12 2024-12-17 503 0 394 109 0 0 0 109 Dimensional International Value ETF - 42.54 sh P 2024-03-28 2025-06-05 468 0 402 66 0 0 0 66 Dimensional Intern Core Equity - 26 sh P 2024-03-28 2025-06-05 800 0 629 171 0 0 0 171 Dimensional Intern High Profit - 3 sh P 2024-03-28 2025-06-05 88 0 81 7 0 0 0 7 Ishares MSCi USA Momentum FCT - 5 sh P 2024-03-28 2025-06-05 1171 0 945 226 0 0 0 226 Ishares MSCI Intl Momentum - 8 sh P 2024-03-28 2025-06-05 363 0 315 48 0 0 0 48 Vanguard FTSE Developed markets ETF - 9 sh P 2024-03-28 2025-06-05 505 0 408 97 0 0 0 97 Avantis Emerging Markets EQ ETF - 1 sh P 2024-03-28 2025-09-04 71 0 58 13 0 0 0 13 Avantis U S Small Cap Equity - 9 sh P 2024-03-28 2025-09-04 507 0 459 48 0 0 0 48 Dimensional Emerg Mark Cre - 1 sh P 2025-06-05 2025-09-04 31 0 29 2 0 0 0 2 Dimensional US Core Equity - 1 sh P 2024-03-28 2025-09-04 38 0 27 11 0 0 0 11 Dimensional US High Profitability - 14 sh P 2024-03-28 2025-09-04 511 0 439 72 0 0 0 72 Ishares Core S&P Small cap ETF - 1 sh P 2025-07-08 2025-09-04 117 0 107 10 0 0 0 10 Ishres MSCI USA Momntum FCT - 2 sh P 2024-03-28 2025-09-04 483 0 378 105 0 0 0 105 Vanguard FTSE Emerging Markets ETF - 2 sh P 2024-03-28 2025-09-04 103 0 83 20 0 0 0 20 Vanguard S&P 500 ETF - 1 sh P 2023-09-14 2025-09-04 590 0 411 179 0 0 0 179 2220 12 94 0 94 0 94 0 94 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 true 2023 true 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 207886 2007 0 209893 0 209893 3148 206745 10337 10337 94 94 10243 10243 10243 6400 6400 10243 8020 0 0 0 0 0 0 6400 6400 0 0 0 0 0 1620 10243 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 University of Wyoming Foundation 222 South 22nd St Laramie WY 82070 N.A. Unrestricted gift to collegeof engineering 3000 Niobrara County Historical Society PO Box 367 Lusk WY 82225 N.A. Unrestricted giftto general fund 200 Niobrara County Library Foundation PO Box 510 Lusk WY 82225 N.A. Unrestricted giftto general fund 200 Niobrara County Medical Foundation PO Box 780 Lusk WY 82225 N.A. Unrestricted gift to general fund 500 Bigfork Fire Department 810 Grand Avenue Bigfork MT 59911 N.A. Unrestricted giftto general fund 500 Community Foundation for a Better Bigfork PO Box 486 Bigfork MT 59911 N.A. Unrestricted giftto general fund 500 Child Bridge PO Box 310 Bigfork MT 59911 N.A. Unreistricted giftto general fund 500 Tunnell to Towers Foundation 2361 Hylan Boulevard Staten Island NY 10306 N.A. Unrestricted giftto general fund 200 CFACT 1717 Pennsylvania Ave NW Suite 1025 Washington DC 20006 N.A. Unrestricted giftto general fund 200 Heartland Institute 3939 North Wilke Rd Arlington Heights IL 69004 N.a. Unrestricted giftto general fund 200 Judicial Watch PO Box 96234 Washington DC 20090 N.a. Unrestricted gift to general fund 200 Folds of Honor Department 13 Tulsa OK 74182 N.A. Unrestricted giftto general fund 200 6400 14 2 14 4512 18 2220 6734 6734 false false false false false false false false false false Roger Goddard, CPA, P.C. Preparation of Form 990-PF 2211 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 2935 4206 Avantis US Small Cap 4379 5382 Dimensional 4350 5903 Dimensional Intern Core 6530 8821 Dimensional Intern High 4797 5866 Dimensionsal US Core 14425 20365 Dimensional US 10807 13318 Dimensional US High 10014 13710 Ishares Core US 31397 32782 Ishares MSCI USA Momentum 7388 14361 Ishares MSCI Intl Momentum 3984 5937 Vanguard FTSE Developed 6625 8748 Vanguard FTSE Emerging 3095 4118 Vanguard S&P 500 ETF 13552 20208 Vanguard Short-Term Bond 37976 39613 Vanguard Small Cap ETF 4171 5340 Vanguard Total 15601 15926 Bank charges 25 Other -911 Federal income tax 86