RODAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RODAN FAMILY FOUNDATION (EIN 83-0761600)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349104252
- Schema version
- 2019v5.1
- 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
- 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 | 2020-11-16T12:59:23-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | ELANA RODAN SCHULDT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5106010930 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Patrick M Riley CPA | PreparerPersonNm |
| PTIN | P00560071 | PTIN |
| Phone | 2066242020 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.18.89.204 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 91612720203215000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 32335771F108707C46E2DD2318784FE1679EE554 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0951CD5F5595FEC4E4A1565762057AEC4249FEC6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $112,237,447 | 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 | $4,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $173 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $173 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,577,859 | NetGainSaleAstRevAndExpnssAmt |
| Other Income Rev And Expnss | $1,351,135 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,776,984 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,929,167 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,777,157 | 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 | $274,597 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $164,758 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $109,839 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $526,013 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $255,608 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $270,405 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,847 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $10,847 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,821 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,693 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,129 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,864 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,919,375 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,412 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,008,142 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,341,434 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $566,632 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,657,498 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,657,498 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,665,640 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,341,434 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,224,130 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,263,527 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,435,723 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $393,793 | CashBOYAmt |
| Cash EOY | $294,350 | CashEOYAmt |
| Cash EOYFMV | $294,350 | CashEOYFMVAmt |
| Grants Receivable EOY | $4,083,036 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $4,083,036 | GrantsReceivableEOYFMVAmt |
| Other Investments BOY | $97,750,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $107,860,061 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $107,860,061 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $98,143,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $112,237,447 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $112,237,447 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $52,959 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $76,179 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $52,959 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $76,179 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $98,090,834 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $112,161,268 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $98,090,834 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $112,161,268 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $98,143,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $112,237,447 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $98,090,834 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,263,527 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,806,907 | OtherIncreasesAmt |
| Subtotal | $112,161,268 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $112,161,268 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,856,316 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,339,189 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.129458 | DistributionYr1Rt |
| Total Distribution | 0.129458 | TotalDistributionRt |
| Average Distribution | 0.064729 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $103,081,538 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,672,365 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24,357 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,696,722 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,224,130 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $24,357 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,357 | SubtotalAmt |
| Tax Based On Investment Income | $24,357 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $77,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $77,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $918 | EsPenaltyAmt |
| Overpayment | $51,725 | OverpaymentAmt |
| Applied To ES Tax | $51,725 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | Orinda | CA | 94563 | DIRECTOR/TREASURER | 3.0 | $0 | $0 | $0 |
| Katie Rodan | ||||||||
| 4 Orinda Way | Orinda | CA | 94563 | Director | 3.0 | $0 | $0 | $0 |
| Elana Schuldt | ||||||||
| 4 Orinda Way | Orinda | CA | 94563 | President | 32.0 | $160,000 | $0 | $0 |
| Kara Dille | ||||||||
| 4 Orinda Way | 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 | $104,170,519 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $480,789 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,651,308 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,651,308 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,569,770 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,081,538 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,154,077 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,154,077 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,357 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,357 | TotalTaxAmt |
| Distributable Before Adj | $5,129,720 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,129,720 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,129,720 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,224,130 | 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 | $7,224,130 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $24,357 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,199,773 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,129,720 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $1,139,357 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,139,357 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,224,130 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $5,129,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,094,410 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,233,767 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,233,767 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,139,357 | ExcessFromYear1Amt |
| Excess From Current Year | $2,094,410 | 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 (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Israel21c | |||||||
| 44 Montgomery St | 41st Floor | San Fransicso | CA | 941044815 | none AND 501(C)(3) | Charitable Purposes of the Organization | $30,000 |
| Reut USA | |||||||
| 8383 Wilshire Blvd | Sutie 400 | Beverly Hills | CA | 90211 | none AND 501(C)(3) | Charitable Purposes of the Organization | $250,000 |
| Oshman Family Jewish Community Center | |||||||
| 3921 Fabian Way | Palo Alto | CA | 94303 | none AND 501(C)(3) | Charitable Purposes of the Organization | $150,000 | |
| American Jewish Joint Distribution Committee Inc | |||||||
| 220 East 42nd Street | New York | NY | 10017 | none AND 501(C)(3) | Charitable Purposes of the Organization | $25,000 | |
| Whitney Museum of American Art | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | none AND 501(C)(3) | Charitable Purposes of the Organization | $10,000 | |
| Rockefeller Philanthropy Advisors | |||||||
| 6 West 48th Street | 10th Floor | New York | NY | 10036 | none AND 501(C)(3) | Charitable Purposes of the Organization | $14,000 |
| Upstart | |||||||
| po box 1503 | san carlos | CA | 94070 | none and 501(c)(3) | Charitable Purposes of the Organization | $102,100 | |
| san francisco museum of modern art | |||||||
| 151 3rd steet | san francisco | CA | 94103 | none AND 501(C)(3) | Charitable Purposes of the Organization | $50,000 | |
| head-royce school | |||||||
| 4315 lincoln ave | oakland | CA | 94602 | none AND 501(C)(3 | Charitable Purposes of the Organization | $45,000 | |
| UCSF Benioff childrens hospital foundation | |||||||
| 2201 Broadway 600 | oakland | CA | 94612 | none AND 501(C)(3) | Charitable Purposes of the Organization | $25,000 | |
| sass go | |||||||
| po box 334 | ballentine | SC | 29002 | none AND 501(C)(3) | Charitable Purposes of the Organization | $5,000 | |
| The salvation army | |||||||
| 615 Slaters Lane | alexandria | VA | 22314 | none AND 501(C)(3) | Charitable Purposes of the Organization | $76,150 | |
| Susan G Komen | |||||||
| 13770 Noel Road | Suite 801889 | dallas | TX | 75380 | none AND 501(C)(3) | Charitable Purposes of the Organization | $750 |
| United states veterans initiative | |||||||
| 800 W 6TH ST | STE 1505 | los angeles | CA | 90017 | none AND 501(C)(3) | Charitable Purposes of the Organization | $75,000 |
| growgood farms | |||||||
| 15332 ANTIOCH ST | suite 204 | Pacific Palisade | CA | 90272 | none AND 501(C)(3) | Charitable Purposes of the Organization | $45,000 |
| life learning academy | |||||||
| 651 8TH STREET - TREASURE ISLAND | san francisco | CA | 94130 | none AND 501(C)(3) | Charitable Purposes of the Organization | $25,000 | |
| worldwidewomen foundation | |||||||
| 100 TIBURON BLVD | Mill Valley | CA | 94941 | none AND 501(C)(3) | Charitable Purposes of the Organization | $1,000 | |
| stanford university development | |||||||
| 450 Serra Mall | Stanford | CA | 94305 | none AND 501(C)(3) | none AND 501(C)(3) | $100,000 | |
| moishe house | |||||||
| 441 SAXONY ROAD BARN 2 | encinitas | CA | 92024 | none AND 501(C)(3) | Charitable Purposes of the Organization | $80,000 | |
| temple sinai | |||||||
| 30 HAGEN AVE | cranston | RI | 02920 | none AND 501(C)(3) | Charitable Purposes of the Organization | $330,000 | |
| urban adamah | |||||||
| 1151 6TH ST | berkeley | CA | 94710 | none AND 501(C)(3) | Charitable Purposes of the Organization | $600,000 | |
| washington institute of near east policy | |||||||
| 1111 19th street NW | Suite 500 | washington | DC | 20036 | none AND 501(C)(3) | Charitable Purposes of the Organization | $100,000 |
| pj library | |||||||
| 67 Hunt Street | suite 100 | Agawam | MA | 01001 | none AND 501(C)(3) | Charitable Purposes of the Organization | $100,320 |
| challah for hunger | |||||||
| 1900 MARKET STREET | 8TH FLOOR | Philadelphia | PA | 19103 | none AND 501(C)(3) | Charitable Purposes of the Organization | $22,500 |
| Honeymoon israel foundation inc | |||||||
| 1417 Mayson Street NE | altanta | GA | 30324 | none AND 501(C)(3) | Charitable Purposes of the Organization | $115,000 | |
| jewish community center of east bay | |||||||
| 1414 WALNUT ST | Berkeley | CA | 94709 | none AND 501(C)(3) | Charitable Purposes of the Organization | $20,000 | |
| jewish community federation | |||||||
| 121 steuart street | san francisco | CA | 94105 | none AND 501(C)(3) | Charitable Purposes of the Organization | $50,000 | |
| american israel education foundation | |||||||
| 251 H Street NW | washington | DC | 20001 | none AND 501(C)(3) | Charitable Purposes of the Organization | $105,000 | |
| slingshot fund | |||||||
| 25 BROADWAY | new york | NY | 10004 | none AND 501(C)(3) | Charitable Purposes of the Organization | $20,000 | |
| university of california berkeley | |||||||
| 1995 UNIVERSITY AVE | STE 401 | Berkeley | CA | 94704 | none AND 501(C)(3) | Charitable Purposes of the Organization | $35,000 |
| temple isaiah | |||||||
| 10345 W PICO BLVD | Los Angeles | CA | 90064 | none AND 501(C)(3) | Charitable Purposes of the Organization | $48,250 | |
| berkeley hillel | |||||||
| 2736 BANCROFT WAY | BERKELEY | CA | 94704 | none AND 501(C)(3) | Charitable Purposes of the Organization | $500,000 | |
| international ocd foundation inc | |||||||
| 18 tremont street | suite 308 | boston | MA | 02108 | none AND 501(C)(3) | Charitable Purposes of the Organization | $20,000 |
| new venture fund | |||||||
| 1201 CONNECTICUT AVE NW | STE 300 | washington | DC | 20036 | none AND 501(C)(3) | Charitable Purposes of the Organization | $3,362,428 |
| southwestern law school | |||||||
| 3050 WILSHIRE BLVD | los angeles | CA | 90010 | none AND 501(C)(3) | Charitable Purposes of the Organization | $120,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,657,498 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $4,814,003 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $10,826 | 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 | -$47,845 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$37,019 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,814,176 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,777,157 | 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 | $4,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $107,860,061 | BookValueAmt |
| EOYFMV | $107,860,061 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL & PROFESSIONAL SERVICES | $95,815 | $57,489 | $38,326 |
| PROFESSIONAL CONSULTING SERVIC | $178,782 | $107,269 | $71,513 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL FEE | $1,445 | $1,445 | |
| CONTRACTOR | $11,686 | $4,674 | $7,012 |
| OTHER BUSINESS EXPENSES | $2,450 | $980 | $1,470 |
| SEMINARS | $12,033 | $4,813 | $7,220 |
| INSURANCE | $6,250 | $2,500 | $3,750 |
| PARTNERSHIP EXPENSES | $1,899,923 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | investment income | Desc |
| Revenue And Expenses Per Books | $1,351,135 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,776,984 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $12,806,907 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $100,000 | $100,000 | |
| MANAGEMENT EXPENSE | $426,013 | $170,405 | $255,608 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAX | CategoryTxt |
| Amt | $10,847 | Amt |
| Disbursements Charitable Prps | $10,847 | DisbursementsCharitablePrpsAmt |