2025-11-13T13:49:17-06:00 2024-12-31 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990PF 2024-01-01 861015598 THE RODEL FOUNDATION RODE 4809150838 PO BOX 15799 PHOENIX AZ 85060 SUSAN BUDINGER CEO 4809150838 2025-11-12 1 1 KRISTEN M BASS P01247587 6022646835 2025-11-10 2024 2025-03-06 01:10:19Z X 64056374 X X 3031 3031 2163579 2163579 897851 26043488 897851 5753 5753 3070214 3070214 430000 43000 387000 90162 4508 85654 26138 1307 24831 1878 0 1878 12128 6064 6064 259833 145589 114244 55212 23139 32073 53332 3733 49599 88712 0 88712 49876 947 35439 1067271 228287 825494 2005000 2005000 3072271 228287 2830494 -2057 2841927 10527 35035 35035 1840458 3088121 3088121 1342342 1461750 1461750 41487722 28998756 28998756 2267821 2179005 2179005 14751588 28286432 28286432 1369 1369 6833 7275 7275 61707291 64056374 64056374 0 0 X 0 0 0 0 61707291 64056374 61707291 64056374 61707291 64056374 61707291 -2057 2351140 64056374 0 64056374 CHARLES SCHWAB - FIXED INCOME (SHORT-TERM) P 2024-01-01 2024-12-31 195000 195000 0 0 CHARLES SCHWAB - FIXED INCOME (LONG-TERM) P 2013-01-01 2024-12-31 385000 385000 0 0 CHARLES SCHWAB - INDEX FUNDS (SHORT-TERM) P 2024-01-01 2024-12-31 12884108 12346292 537816 537816 CHARLES SCHWAB - INDEX FUNDS (LONG-TERM) P 2013-01-01 2024-12-31 12045696 11777837 267859 267859 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 3568 3519 49 49 STARWOOD REIT (LONG-TERM) P 2021-11-01 2024-12-31 467902 437989 29913 29913 CAPITAL GAINS DIVIDENDS P 62209 62209 62209 897851 39503 0 39503 0 39503 48116 0 31400 0 79516 0 40013 40013 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.RODEL.ORG 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 0 0 0 0 0 0 SUSAN M BUDINGER 2801 E CAMELBACK ROAD SUITE 200 PHOENIX AZ 85016 CEO & SECRETARY 35.00 240000 0 0 DONALD V BUDINGER 2801 E CAMELBACK ROAD SUITE 200 PHOENIX AZ 85016 CHAIR & TREASURER 31.00 190000 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 CORLISS DIAZCADENA 2801 E CAMELBACK ROAD SUITE 200 PHOENIX AZ 85016 CFO 40.00 180200 51260 0 0 NONE 0 NONE 0 0 60126147 2428972 524380 63079499 0 0 63079499 946192 62133307 3106665 3106665 39503 39503 3067162 0 3067162 0 3067162 2830494 0 2830494 3067162 1549175 0 0 2830494 1549175 0 0 1281319 0 0 0 0 0 0 0 0 1785843 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 75000 CASA DEL HERRERO 1387 E VALLEY RD SANTA BARBARA CA 93108 NONE PUBLIC CHARITY COMMUNITY CONCERN 10000 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 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 1390000 SANTA BARBARA POLICE ACTIVITIES LEAGUE PO BOX 91121 SANTA BARBARA CA 93190 NONE PUBLIC CHARITY COMMUNITY CONCERN 5000 SOCIAL GOOD FUND PO BOX 5473 RICHMOND CA 94805 NONE PUBLIC CHARITY COMMUNITY CONCERN 100000 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 20000 THIRD WAY INSTITUTE 1025 CONNECTICUT AVE NW WASHINGTON DC 20036 NONE PUBLIC CHARITY COMMUNITY CONCERN 50000 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 2005000 0 14 3031 14 2163579 14 5753 18 897851 0 3070214 0 3070214 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 12128 6064 6064 FORM 990-PF, PART VII, LINE 2: 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. CHARLES SCHWAB - CORPORATE BONDS 2179005 2179005 CHARLES SCHWAB - INDEX FUNDS 28998756 28998756 0 0 1461750 1461750 BLACKSTONE PVT CREDIT-T FUND FMV 4065713 4065713 BLACKSTONE REAL ESTATE FMV 2648059 2648059 CLIFFWATER FMV 5392750 5392750 HAMILTON LANE FMV 2054507 2054507 HIRTLE CALLAGHAN PE FUNDS FMV 517105 517105 PANTHEON FMV 2984309 2984309 PRIVATE SHARES FMV 1232229 1232229 STARWOOD REIT FMV 1764172 1764172 STEPSTONE FMV 1049152 1049152 VARIANT FMV 6578436 6578436 LEGAL FEES 1878 0 1878 RENTAL DEPOSITS 6833 7275 7275 COMPUTER MAINTENANCE 3161 158 3003 DUES & PUBLICATIONS 6841 0 6841 INSURANCE 4479 0 4479 OFFICE EXPENSES 3709 0 3709 PAYROLL FEES 15772 789 1493 POSTAGE & DELIVERY 620 0 620 PROFESSIONAL DEVELOPMENT 561 0 561 SOFTWARE 3820 0 3820 TELEPHONES 1121 0 1121 WEBSITE 9792 0 9792 TAX EXEMPT INCOME 5753 5753 5753 CHANGE IN FAIR MARKET VALUE OF INVESTMENTS 2320172 HIRTLE CALLAGHAN PE FUND ACCRUED INCOME ON BOOKS NOT ON RETURN 1334 CHARLES SCHWAB ACCRUED INCOME ON BOOKS NOT RETURN 29634 INVESTMENT FEES 145589 145589 0 CONSULTING FEES 114244 0 114244 FOREIGN TAXES 21451 21451 0 PAYROLL TAXES 33761 1688 32073