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ANDREW AND LISA RODMAN FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ANDREW AND LISA RODMAN FOUNDATION (EIN 86-1121496)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-03-12
IRS object ID
202510719349100806
Schema version
2024v5.0
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)
Return2025-03-12T12:01:07-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Phone9177259386PhoneNum
Signature2025-03-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW J BRODIEPreparerPersonNm
PTINP01608911PTIN
Phone6312657589PhoneNum
Preparation2025-03-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$248,323FMVAssetsEOYAmt
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$3,136InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,136InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,251DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,251DividendsNetInvstIncmAmt
Total Rev And Expnss$10,387TotalRevAndExpnssAmt
Total Net Invst Incm$10,387TotalNetInvstIncmAmt
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-$26,363ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$165,283CashBOYAmt
Cash EOY$148,109CashEOYAmt
Cash EOYFMV$148,109CashEOYFMVAmt
Corporate Stock BOY$107,196CorporateStockBOYAmt
Corporate Stock EOY$100,214CorporateStockEOYAmt
Corporate Stock EOYFMV$100,214CorporateStockEOYFMVAmt
Total Assets BOY$272,479TotalAssetsBOYAmt
Total Assets EOY$248,323TotalAssetsEOYAmt
Total Assets EOYFMV$248,323TotalAssetsEOYFMVAmt
Grants Payable BOY$25,180GrantsPayableBOYAmt
Grants Payable EOY$25,000GrantsPayableEOYAmt
Total Liabilities BOY$25,180TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$247,299RetainedEarningBOYAmt
Retained Earning EOY$223,323RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$247,299TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$223,323TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$272,479TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$248,323TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$247,299TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$26,363ExcessRevenueOverExpensesAmt
Subtotal$220,936SubtotalAmt
Tot Net Ast Or Fund Balances EOY$220,936TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$50ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$50TotalPaymentsAndCreditsAmt
Overpayment$50OverpaymentAmt
Applied To ES Tax$50AppliedToESTaxAmt

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
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 BEACHFL33480PRESTRES5.00$0
LISA RODMAN
215 NIGHTINGALE TRAILPALM BEACHFL33480VPSEC5.00$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$95,678AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$145,442AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$241,120TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$241,120AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,617CashDeemedCharitableAmt
Net Vl Noncharitable Assets$237,503NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,875MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,875MinimumInvestmentReturnAmt
Distributable Before Adj$11,875DistributableBeforeAdjAmt
Distributable Before Ded$11,875DistributableBeforeDedAmt
Distributable As Adjusted$11,875DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,000ExpensesAndContributionsAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,875DistributableAsAdjustedAmt
Undistributed Income PY$12,926UndistributedIncomePYAmt
Total For Prior Years$12,484TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$19,200ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$27,050ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$27,100ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$26,200ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$25,180ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$124,730TotalExcessDistributionCyovAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$25,000RemainingDistriFromCorpusAmt
Total Corpus$149,730TotalCorpusAmt
Prior Year Undistributed Incm$12,484PriorYearUndistributedIncmAmt
Taxable1$12,484Taxable1Amt
Taxable2$12,926Taxable2Amt
Undistributed Income CY$11,875UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$19,200ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$130,530ExcessDistriCyovToNextYrAmt
Excess From Year4$27,050ExcessFromYear4Amt
Excess From Year3$27,100ExcessFromYear3Amt
Excess From Year2$26,200ExcessFromYear2Amt
Excess From Year1$25,180ExcessFromYear1Amt
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

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 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 Foundation StatusPC Public charity deRecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITY CONTRIBUTIONGrantOrContributionPurposeTxt
Amt$25,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt

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 (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JP MORGAN CHASE PREFERRED STOCK$37,755$37,755
STAG INDUSTRIES INC$62,459$62,459

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