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ANDREW AND LISA RODMAN FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ANDREW AND LISA RODMAN FOUNDATION (EIN 86-1121496)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-03-18
IRS object ID
202600779349100205
Schema version
2025v4.0
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)
Return2026-03-18T08:44:23-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Begin2025-01-01TaxPeriodBeginDt

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 TitlePRESIDENTPersonTitleTxt
Phone9145828178PhoneNum
Signature2026-03-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW J BRODIEPreparerPersonNm
PTINP01608911PTIN
Phone6312657589PhoneNum
Preparation2026-03-18PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$267,376FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$10,813DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,813DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$36,779CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$238NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$10,813TotalRevAndExpnssAmt
Total Net Invst Incm$47,592TotalNetInvstIncmAmt
Total Adj Net Incm$238TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$11,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,750AccountingFeesNetInvstIncmAmt
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$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,750TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,750TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$25,937ExcessRevenueOverExpensesAmt
Net Investment Income$35,842NetInvestmentIncomeAmt
Adjusted Net Income$238AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$148,109CashBOYAmt
Cash EOY$229,737CashEOYAmt
Cash EOYFMV$229,737CashEOYFMVAmt
Corporate Stock BOY$100,214CorporateStockBOYAmt
Corporate Stock EOY$37,639CorporateStockEOYAmt
Corporate Stock EOYFMV$37,639CorporateStockEOYFMVAmt
Total Assets BOY$248,323TotalAssetsBOYAmt
Total Assets EOY$267,376TotalAssetsEOYAmt
Total Assets EOYFMV$267,376TotalAssetsEOYFMVAmt
Grants Payable BOY$25,000GrantsPayableBOYAmt
Grants Payable EOY$25,000GrantsPayableEOYAmt
Total Liabilities BOY$25,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$247,299RetainedEarningBOYAmt
Retained Earning EOY$242,376RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$247,299TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$242,376TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$272,299TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$267,376TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$247,299TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$25,937ExcessRevenueOverExpensesAmt
Subtotal$221,362SubtotalAmt
Tot Net Ast Or Fund Balances EOY$221,362TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL STATEMENTP2025-01-012025-06-01$2,987$2,749$238$238
MERRILL STATEMENTP2020-01-012025-12-30$73,421$36,880$36,541$36,541
FieldValueIRS element (for citing)
Capital Gain Net Income$36,779CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$238NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$498InvestmentIncomeExciseTaxAmt
Subtotal$498SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$498TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$50EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$50TotalPaymentsAndCreditsAmt
Tax Due$448TaxDueAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANDREW RODMAN
215 NIGHTINGALE TRAILPALM BEACHFL33480PRESTRES5.00$0$0$0
LISA RODMAN
215 NIGHTINGALE TRAILPALM BEACHFL33480VPSEC5.00$0$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$86,442AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$154,099AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$240,541TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$240,541AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,608CashDeemedCharitableAmt
Net Vl Noncharitable Assets$236,933NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,847MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,847MinimumInvestmentReturnAmt
Tax Based On Investment Income$498TaxBasedOnInvestmentIncomeAmt
Total Tax$498TotalTaxAmt
Distributable Before Adj$11,349DistributableBeforeAdjAmt
Distributable Before Ded$11,349DistributableBeforeDedAmt
Distributable As Adjusted$11,349DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,000ExpensesAndContributionsAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,349DistributableAsAdjustedAmt
Undistributed Income PY$11,875UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$27,050ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$27,100ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$26,200ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$25,180ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$25,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$130,530TotalExcessDistributionCyovAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$25,000RemainingDistriFromCorpusAmt
Total Corpus$155,530TotalCorpusAmt
Taxable2$11,875Taxable2Amt
Undistributed Income CY$11,349UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$27,050ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$128,480ExcessDistriCyovToNextYrAmt
Excess From Year4$27,100ExcessFromYear4Amt
Excess From Year3$26,200ExcessFromYear3Amt
Excess From Year2$25,180ExcessFromYear2Amt
Excess From Year1$25,000ExcessFromYear1Amt
Excess From Current Year$25,000ExcessFromCurrentYearAmt

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

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

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 Phone9145828176RecipientPhoneNum
Recipient Email AddressAROD1957@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsWRITTENFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UJA FEDERATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1130 EAST 59TH STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusCd
Grant Or Contribution PurposeCHARITY CONTRIBUTIONGrantOrContributionPurposeTxt
Amt$25,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

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 ACCOUNTINGCategoryTxt
Amt$11,750Amt
Net Investment Income$11,750NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK FIXED INCOMEStockNm
EOY Book Value$37,639EOYBookValueAmt
EOYFMV$37,639EOYFMVAmt

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