Nonprofit · EIN 81-6572207
RDL CHARITABLE TR
Also known as ANIA LOWENTHAL TTEE
Tax-exempt · LAGUNA NIGUEL, CA 92677
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,325,073 | $1,623,870 | -$298,797 | $23,990,685 | $169,835 | $23,820,850 |
| December 31, 2023 | 990-PF (amended) | $22,904,134 | $1,377,080 | $21,527,054 | $23,092,421 | $9,086 | $23,083,335 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $671,328
- Interest
- $441
- Net gain from sales of assets
- $653,198
- Other income
- $106
Expenses
- Grants and similar amounts paid
- $590,975
- Compensation of officers, directors and key employees
- $460,492
- Disbursements for charitable purposes
- $1,155,128
- Excise tax on investment income
- $13,037
Balance sheet and other
- Total assets, start of year
- $23,092,421
- Total assets, end of year
- $23,990,685
- Total liabilities, end of year
- $169,835
- Net assets, end of year
- $23,820,850
- Fair market value of assets
- $24,252,794
- Qualifying distributions
- $1,155,128
- Net investment income
- $1,324,948
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID LOWENTHAL 28202 CABOT ROAD SUITE 300, LAGUNA NIGUEL, CA 92677 | TRUSTEE | 65 | $460,492 | $33,796 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANIA M LOWENTHAL 28202 CABOT ROAD SUITE 300, LAGUNA NIGUEL, CA 92677 | TRUSTEE | 60 | $379,000 | $17,544 |
| DAVID LOWENTHAL 28202 CABOT ROAD SUITE 300, LAGUNA NIGUEL, CA 92677 | TRUSTEE | 40 | $157,866 | $12,531 |
Address and contacts
- Address (IRS master file)
- 28202 CABOT RD STE 300, LAGUNA NIGUEL, CA 92677-1249
- In care of
- % ANIA M LOWENTHAL
- Signed the 990-PF
- DAVID LOWENTHAL, TRUSTEE
- Phone
- (949) 460-4510
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 81-6572207 or by the name RDL CHARITABLE TR.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-6572207
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $23,990,685
- Income (IRS master file)
- $2,672,880
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,325,073 | $1,623,870 | $23,990,685 | XML |
| 990-PF | December 2023 | $22,904,134 | $1,377,080 | $23,092,421 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-6572207).
Questions about RDL CHARITABLE TR
- What is the EIN of RDL CHARITABLE TR?
- The employer identification number (EIN) of RDL CHARITABLE TR is 81-6572207.
- Is RDL CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to RDL CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RDL CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RDL CHARITABLE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RDL CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of RDL CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $460,492 (DAVID LOWENTHAL, TRUSTEE).
- How much revenue does RDL CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,325,073, expenses of $1,623,870 and total assets of $23,990,685 at year end.
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All nonprofits in LAGUNA NIGUEL · California · Philanthropy, voluntarism and grantmaking foundations