RODAN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RODAN FAMILY FOUNDATION (EIN 83-0761600)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202433189349101418
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases 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 | 2024-11-13T12:12:11-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 Union Street Suite 2300 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830761600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rodan Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DILLE & KOO LLP | InCareOfNm |
| Business Name Control | RODA | BusinessNameControlTxt |
| Phone | 9252531800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 Orinda Way Suite C-381 | AddressLine1Txt |
| City | Orinda | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94563 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elana Rodan Schuldt | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9252531800 | PhoneNum |
| Signature | 2024-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Patrick M Riley CPA | PreparerPersonNm |
| PTIN | P00560071 | PTIN |
| Phone | 2063827777 | PhoneNum |
| Preparation | 2024-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $85,506,841 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $250 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Other Income Rev And Expnss | $12,077,174 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,714,767 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,077,424 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,714,767 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $225,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $153,130 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $91,878 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $61,252 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $66,201 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,721 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $26,480 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100,000 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $14,769 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $155 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,565 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,638 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,383 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,255 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,993 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $377,411 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,935 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $591,731 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $512,548 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $115,487 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,396,947 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,396,947 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,988,678 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $512,548 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,512,434 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $88,746 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,202,219 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,119 | CashBOYAmt |
| Cash EOY | $41,619 | CashEOYAmt |
| Cash EOYFMV | $41,619 | CashEOYFMVAmt |
| Acct Rcvbl | $2,250,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,069,667 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,250,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,250,000 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $84,248,048 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $83,215,222 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $83,215,222 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $85,364,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,506,841 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $85,506,841 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $53,260 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $53,260 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $85,364,834 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $85,453,582 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $85,364,834 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $85,453,582 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $85,364,834 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $85,506,842 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $85,364,834 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $88,746 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $85,453,582 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $85,453,582 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58,411 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $58,411 | SubtotalAmt |
| Tax Based On Investment Income | $58,411 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,043 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $22,043 | TotalPaymentsAndCreditsAmt |
| Tax Due | $36,368 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.rodanfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DILLE & KOO LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9252531800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 ORINDA WAY SUITE C-381 | AddressLine1Txt |
| City | ORINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Elana Rodan Schuldt | |||||||||
| 21 Orinda Way | Suite C-381 | Orinda | CA | 94563 | President & CEO | 0 | $225,000 | $0 | $0 |
| KARA DILLE | |||||||||
| 21 ORINDA WAY | SUITE C-381 | SEATTLE | WA | 94563 | SECRETARY | 0 | $0 | $0 | $0 |
| AMNON RODAN | |||||||||
| 21 ORINDA WAY | SUITE C-381 | ORINDA | CA | 94563 | DIRECTOR | 0 | $0 | $0 | $0 |
| KATHRYN RODAN | |||||||||
| 21 ORINDA WAY | SUITE C-381 | ORINDA | CA | 94563 | DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $82,449,558 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $424,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $82,873,697 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $82,873,697 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,243,105 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $81,630,592 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,081,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,081,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,411 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58,411 | TotalTaxAmt |
| Distributable Before Adj | $4,023,119 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,023,119 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,023,119 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,512,434 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $11,512,434 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,023,119 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,139,357 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,094,410 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,140,724 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,694,050 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,631,798 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,700,339 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,512,434 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $4,023,119 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,489,315 | RemainingDistriFromCorpusAmt |
| Total Corpus | $26,189,654 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,139,357 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $25,050,297 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,094,410 | ExcessFromYear4Amt |
| Excess From Year3 | $3,140,724 | ExcessFromYear3Amt |
| Excess From Year2 | $3,694,050 | ExcessFromYear2Amt |
| Excess From Year1 | $8,631,798 | ExcessFromYear1Amt |
| Excess From Current Year | $7,489,315 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | AMNON RODAN DIRECTOR | ContributingManagerNm |
| Contributing Manager | 21 ORINDA WAY SUITE C-381 | ContributingManagerNm |
| Contributing Manager | ORINDA CA 94563 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Israel21c | ||||||||
| 44 Montgomery St | Suite 3700 | San Fransicso | CA | 941044815 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $15,000 |
| Oshman Family Jewish Community Center | ||||||||
| 3921 Fabian Way | Palo Alto | CA | 94303 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $50,000 | |
| American Jewish Joint Distribution Committee Inc | ||||||||
| 220 East 42nd Street | New York | NY | 10017 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $25,000 | |
| Upstart Bay Area | ||||||||
| 1111 Broadway 3rd FL | Oakland | CA | 94607 | None and 501(c)(3) | PC | Charitable Purposes of the Organization | $140,000 | |
| Head-Royce School | ||||||||
| 4315 Lincoln Avenue | Oakland | CA | 94602 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $468,750 | |
| The Salvation Army | ||||||||
| 16941 Keegan Avenue | Carson | CA | 90746 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $80,000 | |
| Life Learning Academy | ||||||||
| 651 8TH STREET | TREASURE ISLAND | San Francisco | CA | 94130 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $25,000 |
| Moishe House | ||||||||
| 441 SAXONY ROAD BARN 2 | Encinitas | CA | 92024 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $115,000 | |
| Urban Adamah | ||||||||
| 1151 6TH Street | Berkeley | CA | 94710 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $537,000 | |
| The Washington Institute for Near East Policy | ||||||||
| 1111 19th Street NW | Suite 500 | Washington | DC | 20036 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $150,000 |
| Honeymoon Israel Foundation Inc | ||||||||
| 278 6th St 2d | Brooklyn | NY | 11215 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $55,000 | |
| Jewish Community Federation and Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $352,298 | |
| American Israel Education Foundation | ||||||||
| 251 H Street NW | Washington | DC | 20001 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $105,000 | |
| Temple Isaiah | ||||||||
| 945 Risa Road | Lafayette | CA | 94549 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $100,000 | |
| International OCD Foundation Inc | ||||||||
| PO Box 961029 | Boston | MA | 02196 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $25,000 | |
| New Venture Fund | ||||||||
| 1201 Connecticut Ave NW Suite 300 | Washington | DC | 20036 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $3,744,942 | |
| Southwestern Law | ||||||||
| 3050 Wilshire Boulevard | Los Angeles | CA | 90010 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $120,000 | |
| Service Year Exchange | ||||||||
| 1400 Eye St NW Suite 900 | Washington | DC | 20005 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $250,000 | |
| Friends of the Israel Defense Forces | ||||||||
| Suite 1301 1430 Broadway | New York | NY | 10018 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $162,000 | |
| Bend the Arc A Jewish Partnership for Justice | ||||||||
| 330 Seventh Avenue Suite 1900 | New York | NY | 10001 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $97,638 | |
| GrowGood | ||||||||
| 15332 Antioch Street 204 | Pacific Palisades | CA | 90272 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $45,000 | |
| JewBelong | ||||||||
| POBox 3013 | Montclair | NJ | 07043 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $186,300 | |
| The Jewish Peoplehood Alliance Inc | ||||||||
| 249 Royal Palm Way Ste 301g | Palm Beach | FL | 33480 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $70,000 | |
| Join for Justice Inc | ||||||||
| 359 Boylston Street Fourth Floor | Boston | MA | 02116 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $45,000 | |
| OneTable East Bay | ||||||||
| 79 Madison Avenue 8th Floor | New York | NY | 10016 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $150,000 | |
| Tawonga Jewish Community Corporation | ||||||||
| 131 Steuart Street Ste 460 | San Francisco | CA | 94105 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $336,000 | |
| University of California Berkeley Foundation | ||||||||
| 2778 Bancroft Way | Berkeley | CA | 94704 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $35,000 | |
| Aspen Art Museum | ||||||||
| 637 East Hyman Avenue | Aspen | CO | 81611 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $200,000 | |
| buildOn Inc | ||||||||
| 1111 Summer Street | Suite 602A | Stamford | CT | 06905 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $50,000 |
| Central Fund of Israel | ||||||||
| C/O Jmark Interiors 461 Central Ave | Cedarhurst | NY | 115162008 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $25,000 | |
| Chabad of Danville & S Ramon | ||||||||
| 4125 Blackhawk Plaza Cir | Danville | CA | 94506 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $50,000 | |
| Community Partners | ||||||||
| 1000 N Alameda Street | Suite 240 | Los Angeles | CA | 90012 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $140,000 |
| FMW Nonprofit Solutions | ||||||||
| 13033 Ridgedale Drive 141 | Minnetonka | MN | 55305 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $100,500 | |
| Institute for Jewish and Community Research | ||||||||
| 3198 Fulton St | San Francisco | CA | 94118 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $15,000 | |
| Jewish Baby Network | ||||||||
| PO Box 159004 | San Francisco | CA | 94920 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $57,000 | |
| Jews of Color Initiative | ||||||||
| 1569 Solano Avenue Num 474 | Berkeley | CA | 94707 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $120,000 | |
| M2 The Institute for Experiential Jewish Education | ||||||||
| 68 3rd Street | Brooklyn | NY | 11231 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $100,000 | |
| Repair the World | ||||||||
| PO Box 2015 | 322 West 52nd Street | New York | NY | 10101 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $50,000 |
| The Shalom Hartman Institute of North America | ||||||||
| 475 Riverside Drive No 1450 | New York | NY | 10115 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $60,000 | |
| Tkiya Music Inc | ||||||||
| 114 Troutman St APT 226 | Brooklyn | NY | 11206 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $50,000 | |
| United States Veterans Initiative | ||||||||
| 800 West 6th Street No 1505 | Los Angeles | CA | 90017 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $75,000 | |
| URJ Camp Newman | ||||||||
| 711 Grand Avenue | Suite 280 | San Rafael | CA | 94901 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $200,000 |
| Wilderness Torah | ||||||||
| 2222 Harold Way | Berkeley | CA | 94704 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $90,000 | |
| Wilshire Boulevard Temple | ||||||||
| 3663 Wilshire Blvd | Los Angeles | CA | 90010 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $780,090 | |
| Jewish Studio Army | ||||||||
| 2643 Dana St | Berkeley | CA | 94704 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $75,000 | |
| Gather Inc | ||||||||
| 1817 M Street NW | Washington | DC | 20036 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $300,000 | |
| Children's Health Guild | ||||||||
| Unknown | NA | CA | 99999 | None | PC | Charitable Purpose of the Organization | $500 | |
| Danielle Gaskins | ||||||||
| Unknown | NA | CA | 99999 | None | I | entertainment for charitable event | $300 | |
| Friends of Asor Fund USA Inc | ||||||||
| 209 Commerce Street | Alexandria | VA | 22314 | None | PC | Charitable purposes of the orginization | $50,000 | |
| Hopewell Fund | ||||||||
| 1828 L St NW Ste 3000D | Washington | DC | 74896 | None | PC | Charitable purposes of the orginization | $818,629 | |
| IsraAid | ||||||||
| 9663 Santa Monica Blvd | Box 848 | Beverly Hills | CA | 90210 | None | PC | Charitable purposes of the orginization | $25,000 |
| JCC Association of North America | ||||||||
| 520 8th Ave | New York | NY | 10018 | None | PC | Charitable purposes of the orginization | $125,000 | |
| Sukkat shalom inc | ||||||||
| 561 Keystone Avenue | Suite 470 | Reno | NV | 89503 | None | PC | Charitable purposes of the orginization | $75,000 |
| Project Glimmer | ||||||||
| 269 Stratford Dr | San Francisco | CA | 94132 | None | PC | Charitable purposes of the orginization | $5,000 | |
| Sixpoint inc | ||||||||
| 4905 34th Street South | Suite 412 | Saint Persburg | FL | 33711 | None | PC | Charitable purposes of the orginization | $100,000 |
| The Jewish Federation of Greater Los Angeles | ||||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | None | PC | Charitable purposes of the orginization | $75,000 | |
| University of Southern California | ||||||||
| 3620 S Vermont Ave | Los Angeles | CA | 90089 | None | PC | Charitable purposes of the orginization | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,396,947 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp | |
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME, CAPITAL GAINS, AND OTHER PART INC | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $67,102 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,010,072 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $67,102 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,010,072 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,077,174 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $66,201 | Amt |
| Net Investment Income | $39,721 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,480 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RFF INVESTMENT FUND, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $83,215,222 | BookValueAmt |
| EOYFMV | $83,215,222 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL & PROFESSIONAL FEES | $82,130 | $49,278 | $32,852 |
| CONSULTING SERVICES | $71,000 | $42,600 | $28,400 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $0 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL FEE | $1,894 | $1,894 | |
| WEB FEES | $294 | $118 | $176 |
| BUSINESS MEALS | $2,805 | $1,122 | $1,683 |
| INSURANCE | $6,150 | $2,460 | $3,690 |
| RFF INVESTMENT FUND EXPENSES | $362,352 | ||
| CONFERENCE AND SEMINARS | $1,497 | $599 | $898 |
| OFFICE SUPPLIES & SOFTWARE | $6,901 | $2,761 | $4,141 |
| MARKETING / WEB DEVELOPMENT | $252 | $101 | $151 |
| MEMBERSHIP FEES | $7,200 | $2,880 | $4,320 |
| RESEARCH |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| RFF INVESTMENT FUND | $12,077,172 | $4,714,767 |
| RFF INVESTMENT FUND TAX-EXEMPT INCOME | $2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE FEES | CategoryTxt |
| Amt | $100,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL TAX | $13,461 | $13,461 | |
| FEDERAL EXCISE TAXES | $1,049 | ||
| STATE TAXES | $259 | $104 | $155 |