ANDREW AND LISA RODMAN FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ANDREW AND LISA RODMAN FOUNDATION (EIN 86-1121496)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-03-06
IRS object ID
202310659349100221
Schema version
2022v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-03-06T10:40:04-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113043731PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MBRODIE ASSOCIATES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2029AddressLine1Txt
CityLARCHMONTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10538ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN861121496EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANDREW & LISA RODMAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ANDREW RODMANInCareOfNm
Business Name ControlANDRBusinessNameControlTxt
Phone9147259386PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1215 NIGHTINGALE TRAILAddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW RODMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9147259386PhoneNum
Signature2023-03-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANDREWPersonFirstNm
Person LastRODMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW J BRODIEPreparerPersonNm
PTINP01608911PTIN
Phone6312657589PhoneNum
Preparation2023-03-06PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$257,512FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$16InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,377DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,377DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$387NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$48,684GrossSalesPriceAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$2,780TotalRevAndExpnssAmt
Total Net Invst Incm$2,393TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$11,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,750AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$11,750TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,750TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,950TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,750TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$35,170ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$177,852CashBOYAmt
Cash EOY$28,682CashEOYAmt
Cash EOYFMV$28,682CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY$173,805USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$173,805USGovtObligationsEOYFMVAmt
Corporate Stock BOY$117,936CorporateStockBOYAmt
Corporate Stock EOY$55,025CorporateStockEOYAmt
Corporate Stock EOYFMV$55,025CorporateStockEOYFMVAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$295,788TotalAssetsBOYAmt
Total Assets EOY$257,512TotalAssetsEOYAmt
Total Assets EOYFMV$257,512TotalAssetsEOYFMVAmt
Grants Payable BOY$27,100GrantsPayableBOYAmt
Grants Payable EOY$26,200GrantsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$27,100TotalLiabilitiesBOYAmt
Total Liabilities EOY$26,200TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$268,688RetainedEarningBOYAmt
Retained Earning EOY$231,312RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$268,688TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$231,312TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$295,788TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$257,512TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$268,688TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$35,170ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$233,518SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$233,518TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressAROD1957@GMAIL.COMWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ANDREW RODMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9147259386PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1215 NIGHTINGALE TRAILAddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ANDREW RODMAN
215 NIGHTINGALE TRAILPALM BEACHFL33480PRESTRES5.000$0
LISA RODMAN
215 NIGHTINGALE TRAILPALM BEACHFL33480VPSEC5.000$0

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$51,703AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$201,778AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$253,481TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$253,481AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,802CashDeemedCharitableAmt
Net Vl Noncharitable Assets$249,679NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,484MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,484MinimumInvestmentReturnAmt
Distributable Before Adj$12,484DistributableBeforeAdjAmt
Distributable Before Ded$12,484DistributableBeforeDedAmt
Distributable As Adjusted$12,484DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,200ExpensesAndContributionsAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$26,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,484DistributableAsAdjustedAmt
Undistributed Income PY$14,231UndistributedIncomePYAmt
Total For Prior Years$14,388TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$32,010ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$31,220ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$29,200ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$27,050ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$27,100ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$146,580TotalExcessDistributionCyovAmt
Qualifying Distributions$26,200QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$26,200RemainingDistriFromCorpusAmt
Total Corpus$172,780TotalCorpusAmt
Prior Year Undistributed Incm$14,388PriorYearUndistributedIncmAmt
Taxable1$14,388Taxable1Amt
Taxable2$14,231Taxable2Amt
Undistributed Income CY$12,484UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$32,010ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$140,770ExcessDistriCyovToNextYrAmt
Excess From Year4$31,220ExcessFromYear4Amt
Excess From Year3$29,200ExcessFromYear3Amt
Excess From Year2$27,050ExcessFromYear2Amt
Excess From Year1$27,100ExcessFromYear1Amt
Excess From Current Year$26,200ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonANDREW RODMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1215 NIGHTINGALE TRAILAddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9145828178RecipientPhoneNum
Recipient Email AddressAROD1957@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsWRITTENFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UJA FEDERATION
130 EAST 59TH STREETNEW YORKNY10022PCCHARITY CONTRIBUTION$25,000
MICELLANEOUS
215 NIGHTINGALE TRAILPALM BEACHFL33480PCCHARITY CONTRIBUTION$1,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,200TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX ACCOUNTING FEESCategoryTxt
Amt$11,750Amt
Net Investment Income$11,750NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetKINDER MORGAN INCAssetDesc
Acquired2020-01AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2022-04SoldDt

Purchaser Name PurchaserNameGrp

FieldValueIRS element (for citing)
Person04182022PersonNm
FieldValueIRS element (for citing)
Gross Sales Price$48,684GrossSalesPriceAmt
Basis$48,297BasisAmt
Basis MethodCOSTBasisMethodTxt
Total Net$387TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$55,025EOYBookValueAmt
EOYFMV$55,025EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$173,805USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$173,805USGovtObligationsEOYFMVAmt

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