RODAN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RODAN FAMILY FOUNDATION (EIN 83-0761600)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349106181
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T14:12:15-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | 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 | 2021-01-01 | 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 | 9252536195 | 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 | 9252536195 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Elana | PersonFirstNm |
| Person Last | Rodan Schuldt | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Patrick M Riley CPA | PreparerPersonNm |
| PTIN | P00560071 | PTIN |
| Phone | 2063827777 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $123,984,007 | 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 | $2,750,000 | ContriRcvdRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Other Income Rev And Expnss | $38,250,749 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $39,537,433 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $41,000,749 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,537,433 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $225,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $225,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $98,651 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $59,191 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $39,460 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,390 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,260 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $100,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,954 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,505 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,781 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $679,316 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,368,901 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,164 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,173,571 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,446,987 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $397,665 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,950,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,950,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,123,738 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,446,987 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,347,832 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,877,011 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,090,446 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,821,564 | CashBOYAmt |
| Cash EOY | $2,630,674 | CashEOYAmt |
| Cash EOYFMV | $2,630,674 | CashEOYFMVAmt |
| Grants Receivable BOY | $83,036 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $300,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $300,000 | GrantsReceivableEOYFMVAmt |
| Other Investments BOY | $123,293,247 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $121,053,333 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $121,053,333 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $125,197,847 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,984,007 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $123,984,007 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $25,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $46,249 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $25,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,249 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $125,172,847 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $123,937,758 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $125,172,847 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $123,937,758 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $125,197,847 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $123,984,007 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $125,172,847 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,877,011 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$32,112,100 | OtherIncreasesAmt |
| Subtotal | $123,937,758 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $123,937,758 | 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 | $515,557 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $515,557 | SubtotalAmt |
| Tax Based On Investment Income | $515,557 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $122,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $155,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $360,357 | 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 | Yes (true) | 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 | 9252536195 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| Amnon Rodan | |||||||||
| 21 Orinda Way | Suite C-381 | Orinda | CA | 94563 | Director | 3.0 | $0 | $0 | $0 |
| Katie Rodan | |||||||||
| 21 Orinda Way | Suite C-381 | Orinda | CA | 94563 | Director | 3.0 | $0 | $0 | $0 |
| Elana Rodan Schuldt | |||||||||
| 21 Orinda Way | Suite C-381 | Orinda | CA | 94563 | President & CEO | 32.0 | $225,000 | $0 | $0 |
| Kara Dille | |||||||||
| 21 Orinda Way | Suite C-381 | Orinda | CA | 94563 | Secretary | 3.0 | $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 | $124,708,739 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $557,031 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,265,770 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,265,770 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,878,987 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,386,783 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,169,339 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,169,339 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $515,557 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $515,557 | TotalTaxAmt |
| Distributable Before Adj | $5,653,782 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,653,782 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,653,782 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,347,832 | 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 | $9,347,832 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,653,782 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,139,357 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,094,410 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,140,724 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,374,491 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,347,832 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $5,653,782 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,694,050 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,068,541 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,068,541 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,139,357 | ExcessFromYear3Amt |
| Excess From Year2 | $2,094,410 | ExcessFromYear2Amt |
| Excess From Year1 | $3,140,724 | ExcessFromYear1Amt |
| Excess From Current Year | $3,694,050 | 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 2750000 | 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 (70 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 | $65,000 |
| Reut USA | ||||||||
| 8383 Wilshire Blvd | Sutie 400 | Beverly Hills | CA | 90211 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $150,000 |
| Oshman Family Jewish Community Center | ||||||||
| 3921 Fabian Way | Palo Alto | CA | 94303 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $97,000 | |
| 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 | $206,780 | |
| Head-Royce School | ||||||||
| 4315 Lincoln Avenue | Oakland | CA | 94602 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $484,773 | |
| The Salvation Army | ||||||||
| 16941 Keegan Avenue | Carson | CA | 90746 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $100,000 | |
| US VETS | ||||||||
| 800 West 6TH Street | Suite 1505 | Los Angeles | CA | 90017 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $75,000 |
| 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) | Charitable Purposes of the Organization | $100,680 | ||
| Temple Sinai | ||||||||
| 2808 Summit Street | Oakland | CA | 94609 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $261,025 | |
| Urban Adamah | ||||||||
| 1151 6TH Street | Berkeley | CA | 94710 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $150,000 | |
| 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 | $100,000 |
| Challah For Hunger | ||||||||
| 1900 Market St 8th Floor | Philadelphia | PA | 19103 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $30,000 | |
| Honeymoon Israel Foundation Inc | ||||||||
| 278 6th St 2d | Brooklyn | NY | 11215 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $80,000 | |
| Jewish Community Center Of The East Bay | ||||||||
| 1414 Walnut Street | Berkeley | CA | 94709 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $100,000 | |
| Jewish Community Federation and Endowment Fund | ||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $574,613 | |
| American Israel Education Foundation | ||||||||
| 251 H Street NW | Washington | DC | 20001 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $105,000 | |
| Slingshot Fund Inc | ||||||||
| 25 Broadway 9th Floor | New York | NY | 10004 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $15,000 | |
| Temple Isaiah | ||||||||
| 945 Risa Road | Lafayette | CA | 94549 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $52,968 | |
| International OCD Foundation Inc | ||||||||
| PO Box 961029 | Boston | MA | 02196 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $10,500 | |
| New Venture Fund | ||||||||
| 1201 Connecticut Ave NW Suite 300 | Washington | DC | 20036 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $2,669,357 | |
| 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 | |
| Alameda County Community Food Bank | ||||||||
| PO Box 2599 | Oakland | CA | 94614 | 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 | $72,000 | |
| Congregation Kol Emeth | ||||||||
| 2424 Charleston Road 204 | Mountain View | CA | 94043 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $76,000 | |
| Jewish Studio Project | ||||||||
| 940 Dwight Way | Berkeley | CA | 94710 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $14,000 | |
| 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 | $363,318 | |
| Contra Costa Jewish Day School | ||||||||
| 955 Risa Road | Lafayette | CA | 94549 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $10,000 | |
| Chabad of El Cerrito | ||||||||
| 704 Midcrest Way | El Cerrito | CA | 94530 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $44,000 | |
| Chabad of Contra Costa | ||||||||
| 1671 Newell Ave | Walnut Creek | CA | 94595 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $32,700 | |
| Taube Foundation for Jewish Life and Culture | ||||||||
| 2150 Post Street | PO Box 159004 | San Francisco | CA | 94115 | None AND 501(C)(3) | SO-DP | Charitable Purposes of the Organization | $24,334 |
| Policy Impact | ||||||||
| 1107 9th Street Suite 500 | Sacramento | CA | 95814 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $3,000 | |
| Food Bank of Contra Costa and Solano | ||||||||
| 4010 Nelson Avenue | Concord | CA | 94520 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $200,000 | |
| Chabad of Alameda | ||||||||
| 609 Arlington Isle | Alameda | CA | 94501 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $40,000 | |
| American Film Foundation | ||||||||
| 345 Adelaide Drive | Santa Monica | CA | 94614 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $15,000 | |
| Beth Jacob Congregation of Oakland | ||||||||
| 3778 Park Blvd | Oakland | CA | 94610 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $78,700 | |
| California Volunteers Fund | ||||||||
| 9214 Beverlywood Street | Los Angeles | CA | 90034 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $75,000 | |
| Century Villages At Cabrillo Inc | ||||||||
| 2001 River Avenue | Long Beach | CA | 90810 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $50,000 | |
| Chabad of Fremont Jewish Community Center | ||||||||
| 220 Yerba Buena Pl | Fremont | CA | 94536 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $50,000 | |
| Chabad of Pacific Palisades Inc | ||||||||
| 17315 W Sunset Blvd | Pacific Palisades | CA | 90272 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $10,000 | |
| Chabad of the Tri Valley | ||||||||
| 5541 Blackbird Dr | Pleasanton | CA | 94566 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $44,000 | |
| Congregation Beth Abraham of Oakland | ||||||||
| 327 Macarthur Blvd | Oakland | CA | 94610 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $99,507 | |
| Congregation Beth Israel | ||||||||
| 1630 Bancroft Way | Berkeley | CA | 94703 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $27,116 | |
| Congregation B'nai Sholom of Contra Costa County | ||||||||
| 74 Eckley Ln | Walnut Creek | CA | 94596 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $15,000 | |
| Congregation Netivot Shalom | ||||||||
| 1316 University Ave | Berkeley | CA | 94702 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $50,240 | |
| GrowGood | ||||||||
| 15332 Antioch Street 204 | Pacific Palisades | CA | 90272 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $45,000 | |
| Heart of a Nation | ||||||||
| 1255 New Hampshire Ave NW Suite | Washington | DC | 20036 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $25,000 | |
| JewBelong | ||||||||
| POBox 3013 | Montclair | NJ | 07043 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $188,200 | |
| Jewish 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 | |
| Jewish Funders Network | ||||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | None AND 501(C)(3) | Charitable Purposes of the Organization | $23,600 | ||
| JOIN for Justice | ||||||||
| 359 Boylston Street Fourth Floor | Boston | MA | 02116 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $50,000 | |
| Jumpstart Labs | ||||||||
| 2801 Ocean Park Blvd 348 | Santa Monica | CA | 90405 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $54,000 | |
| New Israel Fund | ||||||||
| PO Box 177 | Lewiston | ME | 042430177 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $20,000 | |
| OneTable East Bay | ||||||||
| 79 Madison Avenue 8th Floor | New York | NY | 10016 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $75,000 | |
| Project Glimmer | ||||||||
| 70 Pier 2 | San Francisco | CA | 94107 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $10,000 | |
| Rady Children's Hospital Foundation | ||||||||
| 3020 Childrens Way MC 5005 | San Diego | CA | 92123 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $2,500 | |
| San Francisco Girls' School | ||||||||
| 350 9th Ave | San Francisco | CA | 94118 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $3,000 | |
| SASS GO | ||||||||
| 823 Tryst Point | Chapin | NC | 29036 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $2,500 | |
| Sukkat Shalom Inc | ||||||||
| 1518 Canna Court | Mountain View | CA | 94043 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $60,000 | |
| Tawonga Jewish Community Corporation | ||||||||
| 131 Steuart Street Ste 460 | San Francisco | CA | 94105 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $174,900 | |
| Temple Beth Sholom | ||||||||
| 642 Dolores Avenue | San Leandro | CA | 94577 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $262,220 | |
| The Board of Trustees of the Leland Stanford Junio | ||||||||
| 326 Galvez Street | Stanford | CA | 94305 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $100,000 | |
| Tides Center | ||||||||
| 441 Saxony Road | Encinitas | CA | 92024 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $154,500 | |
| UCSF Benioff Children's Hospitals Foundation | ||||||||
| Box 45339 | San Francisco | CA | 94145 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $25,000 | |
| University of California Berkeley Foundation | ||||||||
| 2778 Bancroft Way | Berkeley | CA | 94704 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $35,000 | |
| Vital Voices Global Partnership | ||||||||
| 1625 Massachusetts Avenue NW Suite | Washington | DC | 20036 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $1,000 | |
| Brandeis Hillel Day School Marin | ||||||||
| 180 N San Pedro Road | San Rafael | CA | 94903 | None AND 501(C)(3) | PC | Charitable Purposes of the Organization | $10,000 | |
| OTHER | ||||||||
| 21 Orinda Way Suite C-381 | Orinda | CA | 94563 | Charitable Purposes of the Organization | $67,136 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,950,167 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,448,681 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $82,613 | UnrelatedBusinessTaxblIncmAmt |
| 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 | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,139 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $88,752 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,448,681 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,537,433 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Amnon Rodan | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $2,750,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $25,650 | Amt |
| Net Investment Income | $15,390 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,260 | 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 | $121,053,333 | BookValueAmt |
| EOYFMV | $121,053,333 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL & PROFESSIONAL FEES | $43,651 | $26,191 | $17,460 |
| CONSULTING FEES | $55,000 | $33,000 | $22,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL FEE | $1,797 | $1,797 | |
| OTHER BUSINESS EXPENSES | $900 | $360 | $540 |
| BUSINESS MEALS | $3,464 | $1,385 | $2,078 |
| INSURANCE | $6,150 | $2,460 | $3,690 |
| PARTNERSHIP EXPENSES | $661,598 | $661,598 | |
| INVESTMENT EXPENSES | $1,697,750 | ||
| OFFICE SUPPLIES & SOFTWARE | $3,821 | $1,528 | $2,293 |
| MARKETING / WEB DEVELOPMENT | $1,586 | $634 | $952 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME FROM RFF INVESTMENT FUND, LP K-1 | $37,831,668 | $39,537,433 |
| TAX-EXEMPT INCOME FROM RFF INV FUND K-1 | $2,117 | |
| OTHER INCOME | $416,964 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | -$32,112,101 |
| ROUNDING | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE FEES | CategoryTxt |
| Amt | $100,000 | Amt |
| Disbursements Charitable Prps | $100,000 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Amnon Rodan | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL TAX | $12,445 | $12,445 | |
| FEDERAL EXCISE TAXES | $26,668 | ||
| STATE TAXES | $5,841 | $2,336 | $3,505 |