RODAN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RODAN FAMILY FOUNDATION (EIN 83-0761600)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349109800
- Schema version
- 2020v4.1
- 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
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T18:16:46-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 800 FIFTH AVENUE STE 3750 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | % KARA DILLE | InCareOfNm |
| Business Name Control | RODA | BusinessNameControlTxt |
| Phone | 4154217555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Orinda Way suite 180-D | AddressLine1Txt |
| City | Orinda | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94563 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elena Rodan Schuldt | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5106010930 | PhoneNum |
| Signature | 2021-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Elena | 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 | 2066242020 | PhoneNum |
| Preparation | 2021-11-05 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $125,197,847 | 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 | $1,700,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Other Income Rev And Expnss | $3,624,015 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,493,978 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,324,015 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,493,978 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $160,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $160,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $119,038 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $71,423 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $47,616 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,699 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,219 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,480 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $100,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $100,804 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $96 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,208 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $576,514 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,042,586 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,636 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,065,055 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,119,324 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $330,940 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,114,067 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,114,067 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,179,122 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,119,324 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,445,007 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,855,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,374,654 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $294,350 | CashBOYAmt |
| Cash EOY | $1,821,564 | CashEOYAmt |
| Cash EOYFMV | $1,821,564 | CashEOYFMVAmt |
| Grants Receivable BOY | $4,083,036 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $83,036 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $83,036 | GrantsReceivableEOYFMVAmt |
| Other Investments BOY | $107,860,061 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $123,293,247 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $123,293,247 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $112,237,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $125,197,847 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $125,197,847 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $76,179 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $25,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $76,179 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $112,161,268 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $125,172,847 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $112,161,268 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $125,172,847 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $112,237,447 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $125,197,847 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $112,161,268 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,855,107 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,866,686 | OtherIncreasesAmt |
| Subtotal | $125,172,847 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $125,172,847 | 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 | $33,008 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33,008 | SubtotalAmt |
| Tax Based On Investment Income | $33,008 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $64,225 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $64,225 | TotalPaymentsAndCreditsAmt |
| Overpayment | $31,217 | OverpaymentAmt |
| Applied To ES Tax | $31,217 | AppliedToESTaxAmt |
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 | NOT APPLICABLE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARA DILLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9252536195 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 ORINDA WAY SUITE 180-D | 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 | 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 | ||||||||
| 4 Orinda Way suite 180-D | Orinda | CA | 94563 | DIRECTOR/TREASURER | 3.0 | $0 | $0 | $0 |
| Katie Rodan | ||||||||
| 4 Orinda Way suite 180-D | Orinda | CA | 94563 | Director | 3.0 | $0 | $0 | $0 |
| Elana Schuldt | ||||||||
| 4 Orinda Way suite 180-D | Orinda | CA | 94563 | President | 32.0 | $160,000 | $0 | $0 |
| Kara Dille | ||||||||
| 4 Orinda Way suite 180-D | 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 | $107,876,351 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $495,032 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $108,371,383 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $108,371,383 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,625,571 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $106,745,812 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,337,291 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,337,291 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,008 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,008 | TotalTaxAmt |
| Distributable Before Adj | $5,304,283 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,304,283 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,304,283 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,445,007 | 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 | $8,445,007 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,445,007 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,304,283 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,139,357 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,094,410 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,233,767 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,445,007 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $5,304,283 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,140,724 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,374,491 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,374,491 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,139,357 | ExcessFromYear2Amt |
| Excess From Year1 | $2,094,410 | ExcessFromYear1Amt |
| Excess From Current Year | $3,140,724 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 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 | 41st Floor | San Fransicso | CA | 941044815 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $30,000 |
| 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 | $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 | |
| Whitney Museum of American Art | ||||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $25,000 | |
| Upstart | ||||||||
| po box 1503 | san carlos | CA | 94070 | none and 501(c)(3) | PC | Charitable Purposes of the Organization | $152,100 | |
| san francisco museum of modern art | ||||||||
| 151 3rd steet | san francisco | CA | 94103 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $50,000 | |
| head-royce school | ||||||||
| 4315 lincoln ave | oakland | CA | 94602 | none AND 501(C)(3 | PC | Charitable Purposes of the Organization | $228,750 | |
| The salvation army | ||||||||
| 615 Slaters Lane | alexandria | VA | 22314 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $75,000 | |
| United states veterans initiative | ||||||||
| 800 W 6TH ST | STE 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 | |
| stanford university development | ||||||||
| 450 Serra Mall | Stanford | CA | 94305 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $100,000 | |
| moishe house | ||||||||
| 441 SAXONY ROAD BARN 2 | encinitas | CA | 92024 | none AND 501(C)(3) | Charitable Purposes of the Organization | $85,000 | ||
| temple sinai | ||||||||
| 30 HAGEN AVE | cranston | RI | 02920 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $200,000 | |
| urban adamah | ||||||||
| 1151 6TH ST | berkeley | CA | 94710 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $1,720,000 | |
| washington institute of 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 |
| pj library | ||||||||
| 67 Hunt Street | suite 100 | Agawam | MA | 01001 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $124,170 |
| challah for hunger | ||||||||
| 1900 MARKET STREET | 8TH FLOOR | Philadelphia | PA | 19103 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $22,500 |
| Honeymoon israel foundation inc | ||||||||
| 1417 Mayson Street NE | altanta | GA | 30324 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $95,000 | |
| jewish community center of east bay | ||||||||
| 1414 WALNUT ST | Berkeley | CA | 94709 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $92,000 | |
| jewish community federation | ||||||||
| 121 steuart street | san francisco | CA | 94105 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $549,645 | |
| 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 | ||||||||
| 25 BROADWAY | new york | NY | 10004 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $43,000 | |
| temple isaiah | ||||||||
| 10345 W PICO BLVD | Los Angeles | CA | 90064 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $52,044 | |
| international ocd foundation inc | ||||||||
| 18 tremont street | suite 308 | boston | MA | 02108 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $20,000 |
| new venture fund | ||||||||
| 1201 CONNECTICUT AVE NW | STE 300 | washington | DC | 20036 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $1,512,623 |
| southwestern law school | ||||||||
| 3050 WILSHIRE BLVD | los angeles | CA | 90010 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $120,000 | |
| Service Year Alliance | ||||||||
| 1400 Eye St NW Suite 900 | Washington | DC | 20005 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $250,000 | |
| Aspen Art Museum | ||||||||
| 637 East Hyman Avenue | Aspen | CO | 81611 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $175,250 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 Broadway 9th Floor | New York | NY | 10003 | none AND 501(C)(3) | Charitable Purposes of the Organization | $2,500 | ||
| Aspen Community Foundation | ||||||||
| 455 Gold Rivers Court Suite 515 | Basalt | CO | 81621 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $50,000 | |
| Alameda County Community Food Bank | ||||||||
| PO Box 2599 | Oakland | CA | 94614 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $150,000 | |
| Friends of the Israel Defense Forces | ||||||||
| 60 Est 42nd Street | New York | NY | 10165 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $72,000 | |
| ALS Therapy Development Foundation Inc | ||||||||
| 300 Technology Square Suite 400 | Cambridge | MA | 02139 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $250 | |
| Oakland Public Education Fund | ||||||||
| PO Box 71005 | Oakland | CA | 94612 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $5,000 | |
| Buildin inc | ||||||||
| 1700 Macombs Road | Bronx | NY | 10452 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $100,000 | |
| GatherDC | ||||||||
| 1817 M Street NW | Washington | DC | 20036 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $15,000 | |
| Impact Cubed | ||||||||
| 441 Saxony Rd | Encinitas | CA | 92024 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $20,000 | |
| Shabbat Project Inc - One Table | ||||||||
| 79 Madison Ave No Pl 4 | New York | NY | 10016 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $75,000 | |
| Studio 70 | ||||||||
| 1009 Camelia Street | Berkeley | CA | 94710 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $100,000 | |
| Congregation Kol Emeth | ||||||||
| 2424 Charleston Road 204 | Mountain View | CA | 94043 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $76,000 | |
| The Jewish Studio Project | ||||||||
| 940 Dwight Way | Berkeley | CA | 94710 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $16,000 | |
| 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 | $142,726 | |
| Hillel The Foundation of Jewish Campus Life | ||||||||
| 800 Eighth Street NW | Washington | DC | 20001 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $525,000 | |
| Tides Foundation | ||||||||
| 441 Saxony Road | Encinitax | CA | 92024 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $100,000 | |
| Contra Costa Jewish Day School | ||||||||
| 955 Risa Road | Lafayette | CA | 98549 | 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 Inc | ||||||||
| 1671 Newell Ave | Walnut Creek | CA | 94595 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $50,000 | |
| Taube Foundation for Jewish Life and Culture | ||||||||
| 2150 Post Street | San Francisco | CA | 94115 | none AND 501(C)(3) | SO-DP | Charitable Purposes of the Organization | $69,333 | |
| UC Berkeley Foundation | ||||||||
| 2778 Bancroft Way | Berkeley | CA | 94704 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $35,000 | |
| Policy Impact | ||||||||
| 1107 9th Street Suite 500 | Sacramento | CA | 95814 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $4,176 | |
| Food bank of contra costa and solano | ||||||||
| 4010 Nelson Avenue | Concord | CA | 94520 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $150,000 | |
| Chabad of Alameda | ||||||||
| 609 Arlington Isle | Alameda | CA | 94501 | none AND 501(C)(3) | PC | Charitable Purposes of the Organization | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,114,067 | 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 | |
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,398,630 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $132,726 | 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 LOSS - K-1 | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$37,378 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $95,348 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,398,630 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,493,978 | 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 | 4 ORINDA WAY SUITE 180-D | AddressLine1Txt |
| City | ORINDA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,700,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,699 | Amt |
| Net Investment Income | $5,219 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,480 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RXR WATERFALL INVESTMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $123,293,247 | BookValueAmt |
| EOYFMV | $123,293,247 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL & PROFESSIONAL SERVICES | $29,792 | $17,875 | $11,917 |
| PROFESSIONAL CONSULTING SERVIC | $89,246 | $53,548 | $35,699 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL FEE | $1,728 | $1,728 | |
| CONTRACTOR | $3,088 | $1,235 | $1,853 |
| OTHER BUSINESS EXPENSES | $4,130 | $1,652 | $2,478 |
| SEMINARS | $91 | $37 | $55 |
| INSURANCE | $6,150 | $2,460 | $3,690 |
| PARTNERSHIP EXPENSES | $1,474,707 | ||
| INVESTMENT EXPENSES | $557,517 | $557,517 | |
| DUES AND SUBSCRIPTIONS | $3,810 | $1,524 | $2,286 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Waterfall k-1 - income | $3,016,977 | $4,493,978 |
| Waterfall k-1 - TE income | $607,038 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $16,866,686 | 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 |
| Disbursements Charitable Prps | $100,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL TAX | $11,144 | $11,144 | |
| FEDERAL EXCISE TAXES | $89,500 | ||
| STATE TAXES | $160 | $64 | $96 |