BETA

RODEL FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
RODEL FOUNDATION (EIN 86-1015598)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-10
IRS object ID
202313149349101451
Schema version
2022v5.0
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)
Return2023-11-10T09:52:45-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341884125PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MHM LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14722 N 24TH ST STE 300AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85016ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN861015598EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RODEL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRODEBusinessNameControlTxt
Phone4809150838PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 15799AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85060ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN BUDINGERPersonNm
Person TitleCEOPersonTitleTxt
Phone4809150838PhoneNum
Signature2023-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSANPersonFirstNm
Person LastBUDINGERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMY A O'LOUGHLINPreparerPersonNm
PTINP00869687PTIN
Phone6022646835PhoneNum
Preparation2023-11-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
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$57,127,103FMVAssetsEOYAmt
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$1,911InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,911InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,234,608DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,234,608DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,574,004NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$28,963,919GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,574,004CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$84,318OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$26,802OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,894,841TotalRevAndExpnssAmt
Total Net Invst Incm$3,837,325TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$385,908CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$38,591CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$347,317CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$96,407OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$4,821OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$91,586OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$37,117PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$1,856PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$35,261PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$57,157LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$57,157LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$230,897OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$125,164OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$105,733OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$307,324TaxesRevAndExpnssAmt
Taxes Net Invst Incm$30,614TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$26,710TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$157DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$8DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$28,137OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$1,970OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$26,167OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$58,644TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$58,644TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$40,078OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$534OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$39,544OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,251,826TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$208,558TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$793,119TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,598,228ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,598,228ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,850,054TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$208,558TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,391,347TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$44,787ExcessRevenueOverExpensesAmt
Net Investment Income$3,628,767NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,605CashBOYAmt
Cash EOY$90,388CashEOYAmt
Cash EOYFMV$90,388CashEOYFMVAmt
Sav And Temp Cash Invst BOY$788,403SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,506,356SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,506,356SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,939,523USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,571,240USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,571,240USGovtObligationsEOYFMVAmt
Corporate Stock BOY$43,128,034CorporateStockBOYAmt
Corporate Stock EOY$36,894,413CorporateStockEOYAmt
Corporate Stock EOYFMV$36,894,413CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,296,764CorporateBondsBOYAmt
Corporate Bonds EOY$2,371,421CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,371,421CorporateBondsEOYFMVAmt
Other Investments BOY$15,886,150OtherInvestmentsBOYAmt
Other Investments EOY$14,687,971OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,687,971OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,369LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,290LandBldgEquipAccumDeprecAmt
Land BOY$236LandBOYAmt
Land EOY$79LandEOYAmt
Land EOYFMV$79LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$5,235OtherAssetsEOYAmt
Other Assets EOYFMV$5,235OtherAssetsEOYFMVAmt
Total Assets BOY$67,060,715TotalAssetsBOYAmt
Total Assets EOY$57,127,103TotalAssetsEOYAmt
Total Assets EOYFMV$57,127,103TotalAssetsEOYFMVAmt
Other Liabilities BOY$6,319OtherLiabilitiesBOYAmt
Other Liabilities EOY$6,133OtherLiabilitiesEOYAmt
Total Liabilities BOY$6,319TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,133TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$67,054,396RetainedEarningBOYAmt
Retained Earning EOY$57,120,970RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$67,054,396TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$57,120,970TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$67,060,715TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$57,127,103TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$67,054,396TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$44,787ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$67,099,183SubtotalAmt
Other Decreases$9,978,213OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$57,120,970TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JDM PARTNERSHIPP2013-01-012022-12-31$1,090,000$314,164$775,836$775,836
PARTNERSHIP GAIN/LOSSP2022-01-012022-12-31$154$154$154
SCHWAB #2678 (LT)P2019-02-112022-12-31$11,954,077$9,535,297$2,418,780$2,418,780
SCHWAB #2678 (ST)P2022-01-012022-12-31$12,301,491$12,740,125-$438,634-$438,634
SCHWAB #8238 (LT)P2018-10-312022-12-31$2,860,913$3,083,781-$222,868-$222,868
SCHWAB #8238 (ST)P2022-01-012022-12-31$669,862$711,548-$41,686-$41,686
SCHWAB #8238 (ST) ADJP2022-01-012022-12-31$5,000$5,000$0$0
CAPITAL GAINS DIVIDENDSP$82,422$82,422$82,422
FieldValueIRS element (for citing)
Capital Gain Net Income$2,574,004CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$50,440InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$50,440SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$50,440TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$123,345EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$123,345TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$72,905OverpaymentAmt
Applied To ES Tax$72,905AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.RODEL.COMWebsiteAddressTxt
Individual With BooksCORLISS DIAZCADENAIndividualWithBooksNm
Phone4809150838PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12801 E CAMELBACK RD SUITE 200AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85016ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD V BUDINGER
2801 E CAMELBACK ROAD SUITE 200PHOENIXAZ85016DIRECTOR AND PRESIDENT35.00$285,908$0$0
WILLIAM D BUDINGER
2801 E CAMELBACK ROAD SUITE 200PHOENIXAZ85016DIRECTOR30.00$0$0$0
SUSAN M BUDINGER
2801 E CAMELBACK ROAD SUITE 200PHOENIXAZ85016DIRECTOR AND SECRETARY35.00$100,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$56,262,127AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$619,607AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$802,417FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$57,684,151TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$57,684,151AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$865,262CashDeemedCharitableAmt
Net Vl Noncharitable Assets$56,818,889NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,840,944MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,840,944MinimumInvestmentReturnAmt
Tax Based On Investment Income$50,440TaxBasedOnInvestmentIncomeAmt
Income Tax$1,843IncomeTaxAmt
Total Tax$52,283TotalTaxAmt
Distributable Before Adj$2,788,661DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,788,661DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,788,661DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,391,347ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,391,347QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,788,661DistributableAsAdjustedAmt
Undistributed Income PY$1,873,482UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,391,347QualifyingDistributionsAmt
Applied To Year1$1,873,482AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,517,865AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,270,796UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDONALD V BUDINGERContributingManagerNm
Contributing ManagerWILLIAM D BUDINGERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
AHA
1209 DE LA VINA SUITE ASANTA BARBARACA93101NONEPUBLIC CHARITYCOMMUNITY CONCERN$20,000
ASPEN CENTER FOR ENVIRONMENTAL STUDIES
100 PUPPY SMITH STREET SUITE 134ASPENCO81611NONEPUBLIC CHARITYENVIRONMENT$20,000
ASPEN INSTITUTE
ONE DUPONT CIRCLE NW STE 700WASHINGTONDC200361133NONEPUBLIC CHARITYEDUCATION$118,728
ASPEN PUBLIC RADIO
110 E HALLAM STREETASPENCO81611NONEPUBLIC CHARITYEDUCATION$2,500
COUNCIL ON FOREIGN RELATIONS
58 E 68TH STNEW YORKNY10065NONEPUBLIC CHARITYCOMMUNITY CONCERN$10,000
ECOFLIGHT
307 L AIRPORT BUSINESS CENTERASPENCO81611NONEPUBLIC CHARITYENVIRONMENT$20,000
ENERGY FOR GROWTH HUB
1015 15TH STREET NW 6TH FLOORWASHINGTONDC20005NONEPUBLIC CHARITYENVIRONMENT$50,000
GLOBAL CHANGE DATA LAB
NONEPUBLIC CHARITYCOMMUNITY CONCERN$25,0007 THE VILLAS RUTHERWAYOXFORDSE ENGLANDUKOX26QY
POLICY IMPACT
1107 9TH STREET SUITE 500SACRAMENTOCA95814NONEPUBLIC CHARITYENVIRONMENT$50,000
RESOURCES FOR THE FUTURE
1616 P STREET SUITE 600WASHINGTONDC20036NONEPUBLIC CHARITYENVIRONMENT$15,000
RODEL INSTITUTE
PO BOX 15799PHOENIXAZ85060NONEPUBLIC CHARITYEDUCATION$150,000
RODEL LEADEARSHIP INSITUTE
2801 E CAMELBACK RD 200PHOENIXAZ85016PUBLIC CHARITYPROGRAM SUPPORT$1,615,000
SANTA BARBARA POLICE ACTIVITIES LEAGUE
PO BOX 91121SANTA BARBARACA93190NONEPUBLIC CHARITYCOMMUNITY CONCERN$5,000
SAVE DEMOCRACY INC
PO BOX 31597TUCSONAZ85719NONEPUBLIC CHARITYCOMMUNITY CONCERN$100,000
THE PHILANTHROPY WORKSHOP
110 E 25TH STREETNEW YORKNY10010NONEPUBLIC CHARITYEDUCATION$12,000
THIRD WAY INSTITUTE
1025 CONNECTICUT AVE NWWASHINGTONDC20036NONEPUBLIC CHARITYCOMMUNITY CONCERN$250,000
TRIBAL TRUST FOUNDATION
PO BOX 5687SANTA BARBARACA93150NONEPUBLIC CHARITYCOMMUNITY CONCERN$10,000
UC BERKELEY FOUNDATION
320 MCLAUGHLIN HALLBERKELEYCA947201722NONEPUBLIC CHARITYEDUCATION$25,000
UNIVERSITY OF ARIZONA FOUNDATION - NICD
PO BOX 210109TUCSONAZ852710109NONEPUBLIC CHARITYPROGRAM SUPPORT$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,598,228TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,911ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,234,608ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,802ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,574,004ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business523000BusinessCd
Unrelated Business Taxbl Incm$57,516UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$57,516UnrelatedBusinessTaxblIncmAmt
Exclusion$3,837,325ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,894,841TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$10,000Amt
Net Investment Income$5,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,000DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
ECOMODERNIST SOCIETY OF FINLAND
LINNANKATU 55 G 256TURKUFINLANDFI201002021-10-06$100,000TO SUPPORT THE WORK OF THE EUROPEAN SECRETARIAT OF A NEW, ESTABLISHED ENVIRONMENTAL MOVEMENT WITH ITS WORK TO HELP TO COORDINATE THE EFFORTS BETWEEN SEVER EU-COUNTRY BASED ASSOCIATIONS AND KEEP EVERYONE UP TO DATE ON PROCEEDINGS AT THE SAME TIME; TO FUND OUR ENERGY ANALYST'S PARTICIPATING IN A WORKING GROUP IMPROVING THE POLICY ON NUCLEAR HYDROGEN IN THE EU AND IN FINLAND; AND TO CO-GRANT A STUDY AND A SEMINAR ON THE POTENTIAL FOR SHIPYARD-MANUFACTURING OF NUCLEAR-POWERED VESSELS FOR ENERGY AND E-FUEL PRODUCTION.NONE3/2022; 8/2022AFTER THE PREVIOUS REPORT IN MARCH 2022, THE RODEL GRANT WAS USED TO FUND THE SALARIES OF EXECUTIVE DIRECTOR TEA TRMNEN AND VICE DIRECTOR ROB DESCHUTTER IN APRIL AND MAY. DURING THAT TIME PERIOD WE CONTINUED TO BUILD OUR ORGANIZATION AFTER THE OFFICIAL REGISTRATION IN FEBRUARY, STARTING FIRST OFFICIAL BOARD MEETINGS, COLLECTING MEMBERS TO THE ADVISORY BOARD, AND SETTING UP ACCOUNTING, HR AND OTHER CRUCIAL SERVICES. WE ALSO COORDINATED OUR SWITCHOFFPUTIN CAMPAIGN ACROSS DIFFERENT COUNTRIES AS A RESPONSE TO THE WAR IN UKRAINE. THE SWITCHOFFPUTIN-CAMPAIGN GOT ITS OWN WEBSITE DESIGNED BY ROB DESCHUTTER AND WE PUBLISHED TWO REPORTS: ONE ON ENERGY AND ONE ON AGRICULTURE, WHICH WERE BOTH FEATURED IN THE GUARDIAN. THE ENERGY REPORT CALLED FOR IMMEDIATE EMBARGO FOR RUSSIAN FOSSIL FUEL IMPORTS AND INCLUDED A DETAILED, TECHNOLOGY-NEUTRAL PLAN TO DO IT. THE AGRICULTURE REPORT DESCRIBED WHAT WE MUST DO TO AVOID FAMINE WHEN RUSSIA IS SABOTAGING UKRAINIAN GRAIN EXPORTS. BOTH REPORTS WERE WELL RECEIVE
GLOBAL CHANGE DATA
7 THE VILLAS RUTHERWAYOXFORDSE ENGLANDUKOX26QY2021-10-06$25,000OUR 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.NONE12/2022TO 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.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCHARLES SCHWAB ACCT 8238 CORP BONDBondNm
EOY Book Value$2,371,421EOYBookValueAmt
EOYFMV$2,371,421EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB ACCT 2678 CORP STOCKStockNm
EOY Book Value$36,894,413EOYBookValueAmt
EOYFMV$36,894,413EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$1,571,240StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,571,240StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
HIRTLE CALLAGHAN PE FUNDFMV$797,103$797,103
BLACKSTONE GSOFMV$1,055,367$1,055,367
BLACKSTONE REAL ESTATEFMV$2,831,719$2,831,719
VARIANTFMV$3,759,231$3,759,231
PANTHEONFMV$2,298,361$2,298,361
HAMILTON LANEFMV$1,174,749$1,174,749
STARWOOD REITFMV$2,771,441$2,771,441

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemCOMPUTERS 2018CategoryOrItemTxt
Cost Or Other Basis$1,369CostOrOtherBasisAmt
Accumulated Depreciation$1,290AccumulatedDepreciationAmt
Book Value$79BookValueAmt
EOYFMV$79EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$57,157LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$57,157DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescRENTAL DEPOSITSDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$5,235EOYBookValueAmt
EOYFMV$5,235EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
CHANGE IN FMV$9,967,117
CASH TO ACCRUAL ADJUSTMENT$11,096

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TELEPHONES$1,481$0$1,481
OFFICE EXPENSES$2,333$0$2,333
DUES & PUBLICATIONS$2,176$0$2,176
COMPUTER MAINTENANCE$2,596$130$2,466
MISCELLANEOUS$1,258$0$1,258
INSURANCE$7,700$0$7,700
POSTAGE & DELIVERY$490$0$490
SOFTWARE$5,947$0$5,947
PROFESSIONAL DEVELOPMENT$1,289$0$1,289
WEBSITE DEVELOPMENT$6,725$0$6,725
PAYROLL FEES$8,083$404$7,679

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
TAX EXEMPT INCOME$26,802$26,802$26,802
OTHER INCOME$57,516$57,516

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYROLL TAX LIABILITYDesc
BOY Book Value$6,319BOYBookValueAmt
EOY Book Value$6,133EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$125,164$125,164$0
CONSULTING FEES$105,733$0$105,733

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INCOME TAXES$250,100$100$0
FOREIGN TAXES$29,108$29,108$0
PAYROLL TAXES$28,116$1,406$26,710

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