RODEL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RODEL FOUNDATION (EIN 86-1015598)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202403129349100230
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T14:10:41-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341884125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4722 N 24TH ST STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861015598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RODEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RODE | BusinessNameControlTxt |
| Phone | 4809150838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 15799 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN BUDINGER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4809150838 | PhoneNum |
| Signature | 2024-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY A O'LOUGHLIN | PreparerPersonNm |
| PTIN | P00869687 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2024-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $61,707,291 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,272 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,272 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,448,529 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,448,529 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $548,681 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,929,867 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $548,681 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,765 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,765 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,009,247 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,009,247 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $418,975 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $41,897 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $377,078 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $127,716 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,386 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $121,330 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $44,693 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,235 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $42,458 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,377 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,377 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $240,831 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $122,718 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $118,113 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $76,360 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41,130 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $33,221 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $77 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $3 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $51,541 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,608 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $47,933 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $69,156 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $69,156 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,164 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $881 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57,283 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,126,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $225,858 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $898,949 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,709,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,709,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,836,840 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $225,858 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,608,899 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$827,593 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,783,389 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,388 | CashBOYAmt |
| Cash EOY | $10,527 | CashEOYAmt |
| Cash EOYFMV | $10,527 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,506,356 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,840,458 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,840,458 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,571,240 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,342,342 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,342,342 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $36,894,413 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,487,722 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,487,722 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,371,421 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,267,821 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,267,821 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,687,971 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,751,588 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,751,588 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,369 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,369 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $79 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $5,235 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,833 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,833 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $57,127,103 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,707,291 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,707,291 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,133 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,133 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $57,120,970 | RetainedEarningBOYAmt |
| Retained Earning EOY | $61,707,291 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,120,970 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,707,291 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $57,127,103 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,707,291 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,120,970 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$827,593 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,413,914 | OtherIncreasesAmt |
| Subtotal | $61,707,291 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $61,707,291 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB #2678 LT | P | 2013-01-01 | 2023-12-31 | $9,435,105 | $9,185,050 | $250,055 | $250,055 |
| SCHWAB #2678 ST | P | 2023-01-01 | 2023-12-31 | $26,181,459 | $25,879,972 | $301,487 | $301,487 |
| SCHWAB #8238 ST | P | 2013-01-01 | 2023-12-31 | $315,325 | $286,050 | $29,275 | $29,275 |
| SCHWAB #8238 LT | P | 2023-01-01 | 2023-12-31 | $949,441 | $1,029,996 | -$80,555 | -$80,555 |
| SCHWAB #8238 (ST) ADJ | P | 2023-01-01 | 2023-12-31 | $118 | $118 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $48,419 | $48,419 | $48,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $548,681 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,789 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,789 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,789 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,905 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $72,905 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $48,116 | OverpaymentAmt |
| Applied To ES Tax | $48,116 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RODEL.COM | WebsiteAddressTxt |
| Individual With Books | CORLISS DIAZCADENA | IndividualWithBooksNm |
| Phone | 4809150838 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 E CAMELBACK RD SUITE 200 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN M BUDINGER | ||||||||
| 2801 E CAMELBACK ROAD SUITE 200 | PHOENIX | AZ | 85016 | CEO & SECRETARY | 35.00 | $205,000 | $0 | $0 |
| DONALD V BUDINGER | ||||||||
| 2801 E CAMELBACK ROAD SUITE 200 | PHOENIX | AZ | 85016 | CHAIR & TREASURER | 34.00 | $213,975 | $0 | $0 |
| WILLIAM D BUDINGER | ||||||||
| 2801 E CAMELBACK ROAD SUITE 200 | PHOENIX | AZ | 85016 | DIRECTOR | 34.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $57,343,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,206,438 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $578,421 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,128,270 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,128,270 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $886,924 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,241,346 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,912,067 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,912,067 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,789 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,789 | TotalTaxAmt |
| Distributable Before Adj | $2,887,278 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,887,278 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,887,278 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,608,899 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,608,899 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,887,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,270,796 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,608,899 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,270,796 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,338,103 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,549,175 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN M BUDINGER | ContributingManagerNm |
| Contributing Manager | DONALD V BUDINGER | ContributingManagerNm |
| Contributing Manager | WILLIAM D BUDINGER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AHA | ||||||||||||
| 1209 DE LA VINA SUITE A | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | COMMUNITY CONCERN | $20,000 | |||||
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | ||||||||||||
| 100 PUPPY SMITH STREET SUITE 134 | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | ENVIRONMENT | $15,000 | |||||
| ASPEN INSTITUTE | ||||||||||||
| ONE DUPONT CIRCLE NW STE 700 | WASHINGTON | DC | 200361133 | NONE | PUBLIC CHARITY | EDUCATION | $103,500 | |||||
| ASPEN PUBLIC RADIO | ||||||||||||
| 110 E HALLAM STREET SUITE 134 | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | COMMUNITY CONCERN | $2,500 | |||||
| CLEAN AIR TASK FORCE | ||||||||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | ENVIRONMENT | $25,000 | |||||
| COUNCIL ON FOREIGN RELATIONS | ||||||||||||
| 58 E 68TH ST | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | COMMUNITY CONCERN | $10,000 | |||||
| DEMOCRACY A JOURNAL OF IDEAS | ||||||||||||
| 818 18TH STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | ENVIRONMENT | $75,000 | |||||
| ECOFLIGHT | ||||||||||||
| 307 L AIRPORT BUSINESS CENTER | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | ENVIRONMENT | $20,000 | |||||
| ENERGY FOR GROWTH HUB | ||||||||||||
| 1015 15TH STREET NW 6TH FLOOR | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | ENVIRONMENT | $50,000 | |||||
| GLOBAL CHANGE DATA LAB | ||||||||||||
| NONE | PUBLIC CHARITY | COMMUNITY CONCERN | $25,000 | 7 THE VILLAS RUTHERWAY | OXFORD | SE ENGLAND | UK | OX26QY | ||||
| HOFFMAN INSTITUTE FOUNDATION | ||||||||||||
| 1299 FOURTH STREET SUITE 600 | SAN RAFAEL | CA | 94901 | NONE | PUBLIC CHARITY | COMMUNITY CONCERN | $50,000 | |||||
| RODEL INSTITUTE | ||||||||||||
| PO BOX 15799 | PHOENIX | AZ | 85060 | NONE | PUBLIC CHARITY | EDUCATION | $1,008,000 | |||||
| RODEL LEADEARSHIP INSITUTE | ||||||||||||
| 2801 E CAMELBACK RD 200 | PHOENIX | AZ | 85016 | PUBLIC CHARITY | PROGRAM SUPPORT | $15,450 | ||||||
| SANTA BARBARA POLICE ACTIVITIES LEAGUE | ||||||||||||
| PO BOX 91121 | SANTA BARBARA | CA | 93190 | NONE | PUBLIC CHARITY | COMMUNITY CONCERN | $5,000 | |||||
| THE BREAKTHROUGH INSTITUTE | ||||||||||||
| 2054 UNIVERSITY AVE SUITE 500 | BERKELEY | CA | 94704 | NONE | PUBLIC CHARITY | ENVIRONMENT | $100,000 | |||||
| THE PHILANTHROPY WORKSHOP | ||||||||||||
| 110 E 25TH STREET | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | EDUCATION | $14,500 | |||||
| THIRD WAY INSTITUTE | ||||||||||||
| 1025 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | COMMUNITY CONCERN | $51,000 | |||||
| TRIBAL TRUST FOUNDATION | ||||||||||||
| PO BOX 5687 | SANTA BARBARA | CA | 93150 | NONE | PUBLIC CHARITY | COMMUNITY CONCERN | $15,000 | |||||
| UC BERKELEY FOUNDATION | ||||||||||||
| 320 MCLAUGHLIN HALL | BERKELEY | CA | 947201722 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 | |||||
| UNITED BOYS & GIRLS CLUBS-SANTA BARBARA | ||||||||||||
| PO BOX 1485 | SANTA BARBARA | CA | 93102 | NONE | PUBLIC CHARITY | COMMUNITY CONCERN | $5,000 | |||||
| RODEL CHARITABLE FOUNDATION -DE | ||||||||||||
| 100 W 10TH STREET SUITE 704 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $75,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,709,950 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,272 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,448,529 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,765 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $548,681 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,009,247 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,009,247 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $14,000 | Amt |
| Net Investment Income | $7,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,000 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBAL CHANGE DATA | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 THE VILLAS RUTHERWAY | AddressLine1Txt |
| City | OXFORD | CityNm |
| Province Or State | SE ENGLAND | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | OX26QY | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-12-31 | GrantDt |
| Grant | $25,000 | GrantAmt |
| Purpose Of Grant | OUR PURPOSE IS TO ADVANCE EDUCATION IN HOW GLOBAL LIVING CONDITIONS AND THE EARTH'S ENVIRONMENT ARE CHANGING, THROUGH THE PRODUCTION AND MAINTENANCE OF PUBLIC ONLINE RESOURCES. | PurposeOfGrantTxt |
| Expended By Grantee | $25,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 10/1/2022 | DatesOfReportsByGranteeTxt |
| Verification | 2023-12-31 | VerificationDt |
| Results Of Verification | TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON THE REPORTS FURNISHED BY THE GRANT RECIPIENT, NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB ACCT 8238 CORP BOND | BondNm |
| EOY Book Value | $2,267,821 | EOYBookValueAmt |
| EOYFMV | $2,267,821 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB ACCT 2678 CORP STOCK | StockNm |
| EOY Book Value | $41,487,722 | EOYBookValueAmt |
| EOYFMV | $41,487,722 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,342,342 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,342,342 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HIRTLE CALLAGHAN PE FUND | FMV | $571,588 | $571,588 |
| BLACKSTONE REAL ESTATE | FMV | $2,725,754 | $2,725,754 |
| VARIANT | FMV | $2,560,184 | $2,560,184 |
| PANTHEON | FMV | $2,600,538 | $2,600,538 |
| HAMILTON LANE | FMV | $1,306,697 | $1,306,697 |
| STARWOOD REIT | FMV | $2,448,431 | $2,448,431 |
| BLACKSTONE PVT CREDIT-T FUND | FMV | $1,284,674 | $1,284,674 |
| CLIFFWATER | FMV | $1,253,722 | $1,253,722 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTERS 2018 | CategoryOrItemTxt |
| Cost Or Other Basis | $1,369 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,369 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $25,377 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,377 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL DEPOSITS | Desc |
| BOY Book Value | $5,235 | BOYBookValueAmt |
| EOY Book Value | $6,833 | EOYBookValueAmt |
| EOYFMV | $6,833 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONES | $1,877 | $0 | $1,877 |
| OFFICE EXPENSES | $3,920 | $0 | $3,920 |
| DUES & PUBLICATIONS | $8,319 | $0 | $8,319 |
| COMPUTER MAINTENANCE | $3,901 | $195 | $3,706 |
| MISCELLANEOUS | $1,959 | $0 | $1,959 |
| INSURANCE | $5,995 | $0 | $5,995 |
| POSTAGE & DELIVERY | $213 | $0 | $213 |
| SOFTWARE | $6,246 | $0 | $6,246 |
| PROFESSIONAL DEVELOPMENT | $350 | $0 | $350 |
| WEBSITE DEVELOPMENT | $8,687 | $0 | $8,687 |
| PAYROLL FEES | $13,719 | $686 | $13,033 |
| ADVERTISING | $2,978 | $0 | $2,978 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX EXEMPT INCOME | Desc |
| Revenue And Expenses Per Books | $2,765 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,765 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,765 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN FMV | $5,064,738 |
| CASH TO ACCRUAL ADJUSTMENT | $349,176 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAX LIABILITY | Desc |
| BOY Book Value | $6,133 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $122,718 | $122,718 | $0 |
| CONSULTING FEES | $118,113 | $0 | $118,113 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAXES | $2,369 | $0 | $0 |
| FOREIGN TAXES | $39,400 | $39,400 | $0 |
| PAYROLL TAXES | $34,591 | $1,730 | $33,221 |
Comments