2024-11-07T14:10:41-06:00 2023-12-31 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990PF 2023-01-01 861015598 THE RODEL FOUNDATION RODE 4809150838 PO BOX 15799 PHOENIX AZ 85060 SUSAN BUDINGER CEO 4809150838 2024-11-06 1 1 AMY A O'LOUGHLIN P00869687 6022646835 2024-11-06 2023 2024-10-15 13:58:12Z X 61707291 X X 9272 9272 1448529 1448529 548681 36929867 548681 2765 2765 2009247 2009247 418975 41897 377078 127716 6386 121330 44693 2235 42458 25377 0 25377 14000 7000 7000 240831 122718 118113 76360 41130 33221 77 3 51541 3608 47933 69156 0 69156 58164 881 57283 1126890 225858 898949 1709950 1709950 2836840 225858 2608899 -827593 1783389 90388 10527 10527 1506356 1840458 1840458 1571240 1342342 1342342 36894413 41487722 41487722 2371421 2267821 2267821 14687971 14751588 14751588 1369 1369 79 0 0 5235 6833 6833 57127103 61707291 61707291 6133 0 6133 0 X 0 0 0 0 57120970 61707291 57120970 61707291 57127103 61707291 57120970 -827593 5413914 61707291 0 61707291 SCHWAB #2678 LT P 2013-01-01 2023-12-31 9435105 9185050 250055 250055 SCHWAB #2678 ST P 2023-01-01 2023-12-31 26181459 25879972 301487 301487 SCHWAB #8238 ST P 2013-01-01 2023-12-31 315325 286050 29275 29275 SCHWAB #8238 LT P 2023-01-01 2023-12-31 949441 1029996 -80555 -80555 SCHWAB #8238 (ST) ADJ P 2023-01-01 2023-12-31 118 118 0 0 CAPITAL GAINS DIVIDENDS P 48419 48419 48419 548681 24789 0 24789 0 24789 72905 0 0 0 72905 0 48116 48116 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.RODEL.COM CORLISS DIAZCADENA 4809150838 2801 E CAMELBACK RD SUITE 200 PHOENIX AZ 85016 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 SUSAN M BUDINGER 2801 E CAMELBACK ROAD SUITE 200 PHOENIX AZ 85016 CEO & SECRETARY 35.00 205000 0 0 DONALD V BUDINGER 2801 E CAMELBACK ROAD SUITE 200 PHOENIX AZ 85016 CHAIR & TREASURER 34.00 213975 0 0 WILLIAM D BUDINGER 2801 E CAMELBACK ROAD SUITE 200 PHOENIX AZ 85016 DIRECTOR 34.00 0 0 0 NONE 0 NONE 0 NONE 0 0 57343411 1206438 578421 59128270 0 0 59128270 886924 58241346 2912067 2912067 24789 24789 2887278 0 2887278 0 2887278 2608899 0 2608899 2887278 1270796 0 0 2608899 1270796 0 0 1338103 0 0 0 0 0 0 0 0 1549175 0 0 0 SUSAN M BUDINGER DONALD V BUDINGER WILLIAM D BUDINGER X AHA 1209 DE LA VINA SUITE A SANTA BARBARA CA 93101 NONE PUBLIC CHARITY COMMUNITY CONCERN 20000 ASPEN CENTER FOR ENVIRONMENTAL STUDIES 100 PUPPY SMITH STREET SUITE 134 ASPEN CO 81611 NONE PUBLIC CHARITY ENVIRONMENT 15000 ASPEN INSTITUTE ONE DUPONT CIRCLE NW STE 700 WASHINGTON DC 200361133 NONE PUBLIC CHARITY EDUCATION 103500 ASPEN PUBLIC RADIO 110 E HALLAM STREET SUITE 134 ASPEN CO 81611 NONE PUBLIC CHARITY COMMUNITY CONCERN 2500 CLEAN AIR TASK FORCE 114 STATE STREET 6TH FLOOR BOSTON MA 02109 NONE PUBLIC CHARITY ENVIRONMENT 25000 COUNCIL ON FOREIGN RELATIONS 58 E 68TH ST NEW YORK NY 10065 NONE PUBLIC CHARITY COMMUNITY CONCERN 10000 DEMOCRACY A JOURNAL OF IDEAS 818 18TH STREET NW WASHINGTON DC 20006 NONE PUBLIC CHARITY ENVIRONMENT 75000 ECOFLIGHT 307 L AIRPORT BUSINESS CENTER ASPEN CO 81611 NONE PUBLIC CHARITY ENVIRONMENT 20000 ENERGY FOR GROWTH HUB 1015 15TH STREET NW 6TH FLOOR WASHINGTON DC 20005 NONE PUBLIC CHARITY ENVIRONMENT 50000 GLOBAL CHANGE DATA LAB 7 THE VILLAS RUTHERWAY OXFORD SE ENGLAND UK OX26QY NONE PUBLIC CHARITY COMMUNITY CONCERN 25000 HOFFMAN INSTITUTE FOUNDATION 1299 FOURTH STREET SUITE 600 SAN RAFAEL CA 94901 NONE PUBLIC CHARITY COMMUNITY CONCERN 50000 RODEL INSTITUTE PO BOX 15799 PHOENIX AZ 85060 NONE PUBLIC CHARITY EDUCATION 1008000 RODEL LEADEARSHIP INSITUTE 2801 E CAMELBACK RD 200 PHOENIX AZ 85016 PUBLIC CHARITY PROGRAM SUPPORT 15450 SANTA BARBARA POLICE ACTIVITIES LEAGUE PO BOX 91121 SANTA BARBARA CA 93190 NONE PUBLIC CHARITY COMMUNITY CONCERN 5000 THE BREAKTHROUGH INSTITUTE 2054 UNIVERSITY AVE SUITE 500 BERKELEY CA 94704 NONE PUBLIC CHARITY ENVIRONMENT 100000 THE PHILANTHROPY WORKSHOP 110 E 25TH STREET NEW YORK NY 10010 NONE PUBLIC CHARITY EDUCATION 14500 THIRD WAY INSTITUTE 1025 CONNECTICUT AVE NW WASHINGTON DC 20036 NONE PUBLIC CHARITY COMMUNITY CONCERN 51000 TRIBAL TRUST FOUNDATION PO BOX 5687 SANTA BARBARA CA 93150 NONE PUBLIC CHARITY COMMUNITY CONCERN 15000 UC BERKELEY FOUNDATION 320 MCLAUGHLIN HALL BERKELEY CA 947201722 NONE PUBLIC CHARITY EDUCATION 25000 UNITED BOYS & GIRLS CLUBS-SANTA BARBARA PO BOX 1485 SANTA BARBARA CA 93102 NONE PUBLIC CHARITY COMMUNITY CONCERN 5000 RODEL CHARITABLE FOUNDATION -DE 100 W 10TH STREET SUITE 704 WILMINGTON DE 19801 NONE PUBLIC CHARITY PROGRAM SUPPORT 75000 1709950 0 14 9272 14 1448529 14 2765 18 548681 0 2009247 0 2009247 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 14000 7000 7000 GLOBAL CHANGE DATA 7 THE VILLAS RUTHERWAY OXFORD SE ENGLAND UK OX26QY 2023-12-31 25000 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. 25000 NONE 10/1/2022 2023-12-31 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. CHARLES SCHWAB ACCT 8238 CORP BOND 2267821 2267821 CHARLES SCHWAB ACCT 2678 CORP STOCK 41487722 41487722 0 0 1342342 1342342 HIRTLE CALLAGHAN PE FUND FMV 571588 571588 BLACKSTONE REAL ESTATE FMV 2725754 2725754 VARIANT FMV 2560184 2560184 PANTHEON FMV 2600538 2600538 HAMILTON LANE FMV 1306697 1306697 STARWOOD REIT FMV 2448431 2448431 BLACKSTONE PVT CREDIT-T FUND FMV 1284674 1284674 CLIFFWATER FMV 1253722 1253722 COMPUTERS 2018 1369 1369 0 LEGAL FEES 25377 0 25377 RENTAL DEPOSITS 5235 6833 6833 TELEPHONES 1877 0 1877 OFFICE EXPENSES 3920 0 3920 DUES & PUBLICATIONS 8319 0 8319 COMPUTER MAINTENANCE 3901 195 3706 MISCELLANEOUS 1959 0 1959 INSURANCE 5995 0 5995 POSTAGE & DELIVERY 213 0 213 SOFTWARE 6246 0 6246 PROFESSIONAL DEVELOPMENT 350 0 350 WEBSITE DEVELOPMENT 8687 0 8687 PAYROLL FEES 13719 686 13033 ADVERTISING 2978 0 2978 TAX EXEMPT INCOME 2765 2765 2765 CHANGE IN FMV 5064738 CASH TO ACCRUAL ADJUSTMENT 349176 PAYROLL TAX LIABILITY 6133 0 INVESTMENT FEES 122718 122718 0 CONSULTING FEES 118113 0 118113 INCOME TAXES 2369 0 0 FOREIGN TAXES 39400 39400 0 PAYROLL TAXES 34591 1730 33221