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RODEL CHARITABLE FOUNDATION DE: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
RODEL CHARITABLE FOUNDATION DE (EIN 91-1944585)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-02-07
IRS object ID
201120389349300202
Schema version
2009v1.4
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-02-07T08:03:48-06:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BELFINT LYONS & SHUMAN PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11011 CENTRE ROAD SUITE 310AddressLine1
CityWILMINGTONCity
StateDEState
ZIP Code19805ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN911944585EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Rodel Charitable Foundation - DEBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlRODENameControl
Phone3025711536Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O Box 1636AddressLine1
CityWilmingtonCity
StateDEState
ZIP Code19899ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePAUL HERDMANName
TitlePRESIDENT AND CEOTitle
Phone3025711536Phone
Date Signed2011-01-19DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJordon RosenName
Phone3022250600Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonPAUL HERDMANNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1P O Box 1636AddressLine1
CityWilmingtonCity
StateDEState
ZIP Code19899ZIPCode
FieldValueIRS element (for citing)
Gross Receipts15841311GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.RODELFOUNDATIONDE.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1999YearFormation
State Legal DomicileDEStateLegalDomicile
Activity Or Mission DescriptionThe organization was formed as a supporting organization under IRC Section 509(a)(3) to support the Delaware Community Foundation.ActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members7NbrIndependentVotingMembers
Total Nbr Employees15TotalNbrEmployees
Total Nbr Volunteers18TotalNbrVolunteers
Total Gross UBI-12420TotalGrossUBI
Net Unrelated Business Txbl Income-12420NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year218000ContributionsGrantsPriorYear
Contributions Grants Current Year178364ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year2162884InvestmentIncomePriorYear
Investment Income Current Year511973InvestmentIncomeCurrentYear
Other Revenue Prior Year88149OtherRevenuePriorYear
Other Revenue Current Year37250OtherRevenueCurrentYear
Total Revenue Prior Year2469033TotalRevenuePriorYear
Total Revenue Current Year727587TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year574481GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY847339GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1532726SalariesEtcPriorYear
Salaries Etc Current Year1175783SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year2050621OtherExpensePriorYear
Other Expenses Current Year1148523OtherExpensesCurrentYear
Total Expenses Prior Year4157828TotalExpensesPriorYear
Total Expenses Current Year3171645TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-1688795RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-2444058RevenuesLessExpensesCY
Total Assets BOY31396290TotalAssetsBOY
Total Assets EOY31746125TotalAssetsEOY
Total Liabilities BOY89345TotalLiabilitiesBOY
Total Liabilities EOY73873TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY31306945NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY31672252NetAssetsOrFundBalancesEOY
Mission DescriptionThe organization was formed as a supporting organization under IRC Section 509(a)(3) to support the Delaware Community Foundation.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense2542473Expense
Grants847339Grants
DescriptionIn FY 2010, the Rodel Charitable Foundation of Delaware invested in a range of programs and activities designed to improve student achievement in Delaware. Our efforts fall into three areas: the improvement of public policy to accelerate student achievement; sharing best practices from around the nation and the world with school districts and schools in Delaware; and the engagement of the public on behalf of better schools. We directed our financial and staff support to many areas in FY10, including: (1) the development of Delaware's #1-rated Race to the Top application to the federal government, which resulted in $119M new dollars to transform Delaware's public education system; (2) the expansion of the Vision Network to 26 schools in five districts, through which school leaders and teachers receive intensive training, coaching and mentoring in data-driven decision-making to accelerate student improvement; this program has been deemed a national model by the independent evaluators; (3) the placement of 18 Teach For America corps members in 6 high-need schools, resulting in an average of 1.4 years of academic growth among those students. By informing the public debate, improving public policy, and demonstrating what's possible in classrooms, Rodel is working to improve public education for students today and for generations to come.Description
Total Program Service Expense2542473TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109619NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees15NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Excess Business Holdings0ExcessBusinessHoldings
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members7NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1DEBRA GOODMANBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3025718004TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 1636AddressLine1
CityWILMINGTONCity
StateDEState
ZIP Code19899ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (11 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
CONNIE BOND STUART
Chair2.00X000
DONALD V BUDINGER
Director2.00X000
WILLIAM D BUDINGER
Director2.00X000
SUSAN BUDINGER
Director & Board Secreta2.00X000
D WAYNE HOLDEN
Vice Chair2.00X000
Ray Jones Avery
Executive Director2.00X000
Fred Sears
Treasurer2.00X020246325590
PAUL HERDMAN
PRESIDENT AND CEO40.00201976026428XX
DOROTHY JACOBSON
VICE PRESIDENT of NATION40.00135955014284X
Riccardo Stoeckicht
VICE PRESIDENT of OPERAT40.00112396022179X
Ann L Henderson
President of Rodel Flori40.0090961011238X
FieldValueIRS element (for citing)
Total Reportable Comp From Org541288TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs202463TotalReportableCompFrmRltdOrgs
Total Other Compensation99719TotalOtherCompensation
Number Individuals GT100 K3NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Focus on ResultsBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15901 Warner Ave Box 441AddressLine1
CityHuntington BeachCity
StateCAState
ZIP Code92649ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesEducational ConsultingDescriptionOfServices
Compensation176783Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
All Other Contributions178364AllOtherContributions
Total Contributions178364TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column619230TotalRevenueColumn
Exclusion$619,230ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities15006467Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities15113724Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-107257Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-107257TotalRevenueColumn
Exclusion-$107,257ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmountRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
Loan Interest Income90009952062$52,062
Other Income90009944834483
OTHER INCOME FROM PASS900099-19295-$6,875-12420
FieldValueIRS element (for citing)
Total Other Revenue37250TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column727587TotalRevenueColumn
Related Or Exempt Function Income4483RelatedOrExemptFunctionIncome
Unrelated Business Revenue-12420UnrelatedBusinessRevenue
Exclusion$557,160ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total847339Total
Program Services847339ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total495523Total
Program Services413639ProgramServices
Management And General81884ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total420602Total
Program Services344959ProgramServices
Management And General75643ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total43775Total
Program Services36528ProgramServices
Management And General7247ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total155890Total
Program Services120246ProgramServices
Management And General35644ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total59993Total
Program Services48860ProgramServices
Management And General11133ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total29129Total
Program Services25991ProgramServices
Management And General3138ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total78336Total
Management And General78336ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total62557Total
Program Services62159ProgramServices
Management And General398ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total3650Total
Program Services228ProgramServices
Management And General3422ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total11745Total
Program Services1377ProgramServices
Management And General10368ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total10671Total
Management And General10671ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total5724Total
Program Services3280ProgramServices
Management And General2444ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total110625Total
Program Services87818ProgramServices
Management And General22807ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total79859Total
Management And General79859ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total948Total
Program Services948ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServices
FEDERAL TAXES678678
Consulting4880905919482171
ADMINISTRATIVE FEES9541295412
ACF ALLOCATED Expenses6402164021
Communications4857048570

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total58508Total
Program Services18360ProgramServices
Management And General40148ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total3171645Total
Program Services2542473ProgramServices
Management And General629172ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1893554BOY
EOY1845107EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY26052BOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
EOY10071EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY1325000BOY
EOY1325000EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY10800BOY
EOY65196EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis465749LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec389194LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY148304BOY
EOY76555EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY23660425BOY
EOY23656832EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY4286155BOY
EOY4736588EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY46000BOY
EOY30776EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY31396290BOY
EOY31746125EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY64845BOY
EOY73873EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY24500BOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY89345BOY
EOY73873EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY31280893BOY
EOY31672252EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY26052BOY
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY31306945BOY
EOY31672252EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY31396290BOY
EOY31746125EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee0AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Written IRS DeterminationXWrittenIRSDetermination
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1DELAWARE COMMUNITY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
EIN222804785EIN
Type Of Organization7TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$187,289Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts187289SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis227878OtherCostOrOtherBasis
Depreciation188662Depreciation
Book Value39216BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis237871OtherCostOrOtherBasis
Depreciation200532Depreciation
Book Value37339BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings76555TotalOfBookValueLandBuildings

Other Securities OtherSecurities (7 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
HIRTLE CALLAGHAN PE OFFSHORE FUND VII LTC146557F
HC PRIVATE EQ VI OFFSHORE300968F
H. CALLAGHAN TOT RETN OFFSH FD II LTD2078658F
H. CALLAGHAN ABSO RETN OFFSH FD II LTD1075422F
HIRTLE CALLAGHAN PRIVATE EQUITY III LP269449F
HIRTLE CALLAGHAN PRIVATE EQUITY IV LP413645F
HCC PE FUND V OFFSHORE451889F
FieldValueIRS element (for citing)
Total Of Book Value Securities4736588TotalOfBookValueSecurities
Total Revenue727587TotalRevenue
Total Expenses3171645TotalExpenses
Excess Or Deficit For Year-2444058ExcessOrDeficitForYear
Net Unrealized GL On Investments2790070NetUnrealizedGLOnInvestments
Other$19,295OtherAmount
Total Adjustments2809365TotalAdjustments
Excess Or Deficit Per FS365307ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt3536952TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments2790070NetUnrealizedGainsInvestments
Revenue Not Rptd F9902790070RevenueNotRptdF990
Revenue Subtotal746882RevenueSubtotal
Other Revenues Not Included-19295OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-19295RevenueNotRptdOnFinStmt
Total Revenue Per Form990727587TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt3079768TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal3079768ExpensesSubtotal
Other Expenses Not Included91877OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt91877ExpensesNotRptdOnFinStmt
Total Expenses Per Form9903171645TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierExplanationExplanation
Part XI, Line 8 - Other Adjustments:INCOME RECOGNIZED FOR TAX PURPOSES - Income from Pass Through Entities: 19295.
Part XII, Line 4b - Other Adjustments:INCOME FROM PASS THROUGH ENTITIES: -19295.
Part XIII, Line 4b - Other Adjustments:Interfund Grants: 91877.
Part X - Line 2 - The Foundation adopted the provisions of Financial Accounting Standards Board Accounting Standards Codification (ASC) 740, Income Taxes, regarding accounting for uncertainty in income taxes which changed the threshold for determining when an income tax benefit can be recognized. The threshold now imposed for financial statement reporting generally is higher than the threshold imposed for claiming deductions on income tax returns. Management assessed the impact of ASC 740 on its financial statements and determined that there was no impact on the financial reporting for income taxes due to the implementation of this accounting change.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (29 entries)

Address Line1AddressUS/AddressLine1Address Line2AddressUS/AddressLine2CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
The Wilderness Society
Central Rockies Office 1660 WynkoopSt Suite 850DenverCO80202530167933501(C)35000education
Natural Discovery Montessori Charter
School Inc 13088 Shiloh Church RoadRoadLaurelDE19956270180363501(C)35000New School Development Grant
CREW
1400 Eye Street NW Suite 450WashingtonDC20005030445391501(C)310000Education
The New Policy Institute
729 15th Street NW 2nd FloorWashingtonDC20005943213100501(C)35000education
Education Voters Institute
11 DuPont Circle NW Suite 201WashingtonDC20036204569015501(C)3100000Operating Support Grant - Education Voters of Delaware
Education Voters Institute
11 DuPont Circle NW Suite 201WashingtonDC20036204569015501(C)325000Operating Support Grant - Education Voters of Delaware
Media Matters
1625 Massachusetts Ave NW Suite 300300WashingtonDC20036470928008501(C)35000Education
Aspen Institute
One DuPont Circle NW Suite 700WashingtonDC20036840399006501(C)350000Education
Aspen Institute
One DuPont Circle NW Suite 700WashingtonDC20036840399006501(C)350000Education
Learning Link of Delaware
100 W 10th Street Suite 106WilmingtonDE19801270392320501(C)310800Operating Support Grant
Learning Link of Delaware
100 W 10th Street Suite 106WilmingtonDE19801270392320501(C)370000Operating Support Grant
Learning Link of Delaware
100 W 10th Street Suite 106WilmingtonDE19801270392320501(C)321877Operating Support Grant
Delaware Public Policy Institute
1201 North Orange Street PO Box1052WilmingtonDE19899510329200501(C)350000Operating Support Grant
American Constitution Society
1333 H Street NW 11th FloorWashingtonDC20005522313694501(C)35000Education
Boys and Girls Clubs of Delaware Inc
669 South Union StwilmingtonDE19801510068712501(C)325000Bayard Middle School - Project Learn
Culver Educational Foundation
1300 Academy Road 159CulverIN46511350868071501(C)325000Education
Delaware College Preparatory Academy
510 W 28th StWilmingtonDE19802208358688501(C)330000Operating Support Grant - TFA Corps members
Innovative Schools Corporation
100 W 10th Street Suite 403WilmingtonDE19801550793336501(C)352064quarterly interest reinvestment grant
Innovative Schools Corporation
100 W 10th Street Suite 403WilmingtonDE19801550793336501(C)317000model schools tours grant
Innovative Schools Corporation
100 W 10th Street Suite 403WilmingtonDE19801550793336501(C)350000Operating Support Grant
Kuumba Academy Charter School
519 Market StWilmingtonDE19801510399911501(C)315000Operating Support Grant - TFA Corps members
National Popular Vote Institute
1212 S Victory BlvdBurbankCA91502262107978501(C)35000Education
National Public Education Support Fund
3205 R Street NWWashingtonDC20007263015634501(C)310000Education
Prestige Academy
1121 Thatcher StreetWilmingtonDE19802208285385501(C)330000Operating Support Grant - TFA Corps members
ProgressNow Education
1536 Wyncoop St Suite 203DenverCO80202208720291501(C)310000education
Social Venture Partners Delaware
100 W 10th Street Ste 609WilmingtonDE19801593763612501(C)310000Operating Support Grant
Sojourners
3333 14th Street NW Suite 200WashingtonDC20010237380554501(C)320000Education
Teach for America Inc
714 Market St Suite 420PhiladelphiaPA19106133541913501(C)3100000Operating Support Grant - DE Corps members recruitment and training
The Partnership Inc
PO Box 671WilmingtonDE19899510385339501(C)37500Sponsor - 2010 Superstars in Education program
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants29TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule I, Part I, Line 2: The Board of Directors determines the recipients and size of grants made by the Corporation. Grants are made either as unrestricted or restricted, as deemed appropriate by the Board, in order to ensure effective use of the Corporation's funds for the charitable purposes and in the manner intended. The Rodel Foundation employs a variety of techniques to ensure compliance with conditions specified by the grant. Monitoring is generally accomplished through a combination of activities such as independent evaluations, review of grantee reports, grantee milestones, phone conversations, and on-site visits.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Fred Sears
02024630000010125015465022805300
PAUL HERDMAN
19537600066000100000164280228404000
DOROTHY JACOBSON
135955000006816074680150239000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part V, Lines 2a and 2BRODEL CHARITABLE FOUNDATION HAD 15 EMPLOYEES DURING THE 2009 CALENDAR YEAR. THESE EMPLOYEES ARE REPORTED ON THE FORM W-3 OF DELAWARE COMMUNITY FOUNDATION (A SUPPORTED ORGANIZATION).
Form 990, Part VI, Section A, line 2William Budinger is the father of Susan Budinger. William Budinger is the brother of Donald Budinger Donald Budinger is the uncle of Susan Budinger.
Form 990, Part VI, Section B, line 11The Form 990 is initially reviewed by the foundation's chief operating officer and SVP of National and State Partnerships, and then presented to the CEO and Board Treasurer for discussion and preliminary approval. The Board Treasurer informs Board members of the availability of the report, and presents it for review/discussion at the 1st Quarter Board meeting, after which it is approved and submitted for filing.
Form 990, Part VI, Section B, line 12cThe conflict of interest policy is distributed to all board members and advisors annually. Board members are asked to sign a conflict of interest policy acknowledgement form.
Form 990, Part VI, Section B, line 1515(a) The compensation for the CEO position is benchmarked by a survey conducted every few years, as requested by the Personnel Committee of the Board. The latest survey was conducted in 2010 by Koya Consulting. Every year, the personnel committee reviews the performance of the CEO and determines his merit increase and bonus (if granted for the year) within the established salary band for the position. 15(b) The organization has a table of salary bands for all positions in the organization. The salary bands are benchmarked within the market from which the organization recruits, and they are updated every few years at the request of the Board Personnel Committee. The latest benchmarking occured in 2010. Merit increases and bonuses if awarded are recommended by management and approved by the Personnel Committee and Board every year, and abide by the respective salary bands of the positions employees hold.
Form 990, Part VI, Section C, line 19The organization makes its governing documents and financial statements available to the public upon request.
Form 990, Part XI, Line 2cTHE ORGANIZATION USES THE AUDIT COMMITTEE OF THE DELAWARE COMMUNITY FOUNDATION (A SUPPORTED ORGANIZATION) TO OVERSEE AND REVIEW THE ANNUAL FINANCIAL STATEMENT AUDIT. AFTER THIS REVIEW THE AUDIT IS SUBMITTED TO THE ORGANIZATION'S TREASURER AND BOARD OF DIRECTORS FOR REVIEW AND APPROVAL.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1Delaware Community Foundation IncBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO Box 1636AddressLine1
CityWilmingtonCity
StateDEState
ZIP Code19899ZIPCode
FieldValueIRS element (for citing)
EIN222804785EIN
Primary ActivitiesCharitable Fund ManagementPrimaryActivities
Legal Domicile StateDELegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity Status7PublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
Delaware Community Foundation Inc
L95412
delaware Community Foundation Inc
B91877