RODEL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RODEL FOUNDATION (EIN 86-1015598)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202533179349102823
- Schema version
- 2024v5.2
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T13:49:17-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-11-12 | 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 | KRISTEN M BASS | PreparerPersonNm |
| PTIN | P01247587 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $64,056,374 | 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 | $3,031 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,031 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,163,579 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,163,579 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $897,851 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,043,488 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $897,851 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,753 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,753 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,070,214 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,070,214 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $430,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $387,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $90,162 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,508 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $85,654 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $26,138 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,307 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $24,831 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,878 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,878 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,128 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,064 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,064 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $259,833 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $145,589 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $114,244 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,212 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,139 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $32,073 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $53,332 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,733 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $49,599 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $88,712 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $88,712 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,876 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $947 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,439 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,067,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $228,287 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $825,494 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,005,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,005,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,072,271 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $228,287 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,830,494 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,057 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,841,927 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,527 | CashBOYAmt |
| Cash EOY | $35,035 | CashEOYAmt |
| Cash EOYFMV | $35,035 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,840,458 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,088,121 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,088,121 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,342,342 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,461,750 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,461,750 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $41,487,722 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,998,756 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,998,756 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,267,821 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,179,005 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,179,005 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,751,588 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,286,432 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,286,432 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,369 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,369 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $6,833 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,275 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,275 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $61,707,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,056,374 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,056,374 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $61,707,291 | RetainedEarningBOYAmt |
| Retained Earning EOY | $64,056,374 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,707,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,056,374 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,707,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,056,374 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,707,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,057 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,351,140 | OtherIncreasesAmt |
| Subtotal | $64,056,374 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $64,056,374 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB - FIXED INCOME (SHORT-TERM) | P | 2024-01-01 | 2024-12-31 | $195,000 | $195,000 | $0 | $0 |
| CHARLES SCHWAB - FIXED INCOME (LONG-TERM) | P | 2013-01-01 | 2024-12-31 | $385,000 | $385,000 | $0 | $0 |
| CHARLES SCHWAB - INDEX FUNDS (SHORT-TERM) | P | 2024-01-01 | 2024-12-31 | $12,884,108 | $12,346,292 | $537,816 | $537,816 |
| CHARLES SCHWAB - INDEX FUNDS (LONG-TERM) | P | 2013-01-01 | 2024-12-31 | $12,045,696 | $11,777,837 | $267,859 | $267,859 |
| HIRTLE CALLAGHAN - EXCESS DISTRIBUTIONS (SHORT-TERM) | P | 2024-01-01 | 2024-12-11 | $5 | $5 | $5 | |
| HIRTLE CALLAGHAN - EXCESS DISTRIBUTIONS (LONG-TERM) | P | 2013-01-01 | 2024-12-11 | $3,568 | $3,519 | $49 | $49 |
| STARWOOD REIT (LONG-TERM) | P | 2021-11-01 | 2024-12-31 | $467,902 | $437,989 | $29,913 | $29,913 |
| CAPITAL GAINS DIVIDENDS | P | $62,209 | $62,209 | $62,209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $897,851 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,503 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,503 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,503 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,116 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $31,400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $79,516 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $40,013 | OverpaymentAmt |
| Applied To ES Tax | $40,013 | 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.ORG | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (5 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 | $240,000 | $0 | $0 |
| DONALD V BUDINGER | ||||||||
| 2801 E CAMELBACK ROAD SUITE 200 | PHOENIX | AZ | 85016 | CHAIR & TREASURER | 31.00 | $190,000 | $0 | $0 |
| WILLIAM D BUDINGER | ||||||||
| 2801 E CAMELBACK ROAD SUITE 200 | PHOENIX | AZ | 85016 | DIRECTOR | 29.00 | $0 | $0 | $0 |
| WILLIAM M BUDINGER | ||||||||
| 2801 E CAMELBACK ROAD SUITE 200 | PHOENIX | AZ | 85016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LISA S BUDINGER | ||||||||
| 2801 E CAMELBACK ROAD SUITE 200 | PHOENIX | AZ | 85016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CORLISS DIAZCADENA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 E CAMELBACK ROAD SUITE 200 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CFO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $180,200 | CompensationAmt |
| Employee Benefits | $51,260 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $60,126,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,428,972 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $524,380 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $63,079,499 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $63,079,499 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $946,192 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $62,133,307 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,106,665 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,106,665 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,503 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,503 | TotalTaxAmt |
| Distributable Before Adj | $3,067,162 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,067,162 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,067,162 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,830,494 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,830,494 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,067,162 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,549,175 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,830,494 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,549,175 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,281,319 | 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 | $1,785,843 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 | $75,000 |
| CASA DEL HERRERO | |||||||
| 1387 E VALLEY RD | SANTA BARBARA | CA | 93108 | NONE | PUBLIC CHARITY | COMMUNITY CONCERN | $10,000 |
| 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 |
| 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 | $1,390,000 |
| SANTA BARBARA POLICE ACTIVITIES LEAGUE | |||||||
| PO BOX 91121 | SANTA BARBARA | CA | 93190 | NONE | PUBLIC CHARITY | COMMUNITY CONCERN | $5,000 |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | NONE | PUBLIC CHARITY | COMMUNITY CONCERN | $100,000 |
| 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 | $20,000 |
| THIRD WAY INSTITUTE | |||||||
| 1025 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | COMMUNITY CONCERN | $50,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,005,000 | 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 | $3,031 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,163,579 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,753 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $897,851 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,070,214 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,070,214 | 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 | $12,128 | Amt |
| Net Investment Income | $6,064 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,064 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VII, LINE 2: | FormAndLineReferenceDesc |
| Medium Explanation | THE CFO OF THE RODEL FOUNDATION PROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICES TO THE RODEL INSTITUTE (AN UNRELATED ORGANIZATION). APPROXIMATELY 50% OF THEIR TIME IS DEDICATED TO ACTIVITIES FOR THE INSTITUTE, WHICH DIRECTLY REIMBURSES THE FOUNDATION FOR THESE SERVICES. THE COMPENSATION REPORTED IN PART VII REPRESENTS THE TOTAL COMPENSATION PAID TO THE CFO, WHILE THE AMOUNT ON LINE 14, PART I IS REPORTED NET OF REIMBURSEMENT. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB - CORPORATE BONDS | BondNm |
| EOY Book Value | $2,179,005 | EOYBookValueAmt |
| EOYFMV | $2,179,005 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - INDEX FUNDS | StockNm |
| EOY Book Value | $28,998,756 | EOYBookValueAmt |
| EOYFMV | $28,998,756 | 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 | $1,461,750 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,461,750 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE PVT CREDIT-T FUND | FMV | $4,065,713 | $4,065,713 |
| BLACKSTONE REAL ESTATE | FMV | $2,648,059 | $2,648,059 |
| CLIFFWATER | FMV | $5,392,750 | $5,392,750 |
| HAMILTON LANE | FMV | $2,054,507 | $2,054,507 |
| HIRTLE CALLAGHAN PE FUNDS | FMV | $517,105 | $517,105 |
| PANTHEON | FMV | $2,984,309 | $2,984,309 |
| PRIVATE SHARES | FMV | $1,232,229 | $1,232,229 |
| STARWOOD REIT | FMV | $1,764,172 | $1,764,172 |
| STEPSTONE | FMV | $1,049,152 | $1,049,152 |
| VARIANT | FMV | $6,578,436 | $6,578,436 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,878 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,878 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL DEPOSITS | Desc |
| BOY Book Value | $6,833 | BOYBookValueAmt |
| EOY Book Value | $7,275 | EOYBookValueAmt |
| EOYFMV | $7,275 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER MAINTENANCE | $3,161 | $158 | $3,003 |
| DUES & PUBLICATIONS | $6,841 | $0 | $6,841 |
| INSURANCE | $4,479 | $0 | $4,479 |
| OFFICE EXPENSES | $3,709 | $0 | $3,709 |
| PAYROLL FEES | $15,772 | $789 | $1,493 |
| POSTAGE & DELIVERY | $620 | $0 | $620 |
| PROFESSIONAL DEVELOPMENT | $561 | $0 | $561 |
| SOFTWARE | $3,820 | $0 | $3,820 |
| TELEPHONES | $1,121 | $0 | $1,121 |
| WEBSITE | $9,792 | $0 | $9,792 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX EXEMPT INCOME | Desc |
| Revenue And Expenses Per Books | $5,753 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,753 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,753 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN FAIR MARKET VALUE OF INVESTMENTS | $2,320,172 |
| HIRTLE CALLAGHAN PE FUND ACCRUED INCOME ON BOOKS NOT ON RETURN | $1,334 |
| CHARLES SCHWAB ACCRUED INCOME ON BOOKS NOT RETURN | $29,634 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $145,589 | $145,589 | $0 |
| CONSULTING FEES | $114,244 | $0 | $114,244 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $21,451 | $21,451 | $0 |
| PAYROLL TAXES | $33,761 | $1,688 | $32,073 |
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