Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
ROBERT E DODS FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6011 GULF OF MEXICO DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LONGBOAT KEY, FL342281705
A Employer identification number

82-5068080
B Telephone number (see instructions)

(941) 387-7733
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,707,837
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 804,440
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,627 2,621  
4 Dividends and interest from securities... 156,192 156,192  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 217,619
b Gross sales price for all assets on line 6a 2,824,155
7 Capital gain net income (from Part IV, line 2)... 712,010
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... -118 0  
12 Total. Add lines 1 through 11........ 1,180,760 870,823  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,475 0   3,475
c Other professional fees (attach schedule).... 74,176 74,176   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 33,327 6,016   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 511 486   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 111,489 80,678   3,500
25 Contributions, gifts, grants paid....... 260,155 260,155
26 Total expenses and disbursements. Add lines 24 and 25 371,644 80,678   263,655
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 809,116
b Net investment income (if negative, enter -0-) 790,145
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 283,449 254,816 254,816
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,611,114 Click to see attachment6,448,863 7,453,021
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,894,563 6,703,679 7,707,837
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 5,894,563 6,703,679
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 5,894,563 6,703,679
31 Total liabilities and net assets/fund balances (see instructions). 5,894,563 6,703,679
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,894,563
2
Enter amount from Part I, line 27a .....................
2
809,116
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,703,679
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
6,703,679
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES   2018-06-30 2018-12-31
b PUBLICLY TRADED SECURITIES   2016-06-30 2018-12-31
c PUBLICLY TRADED SECURITIES   2018-08-07 2018-12-31
d FROM K-1S P    
e FROM K-1S P    
OTHER L/T GAIN P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 894,803   919,345 -24,542
b 1,113,430   882,751 230,679
c 802,541   310,049 492,492
d 121     121
e 351     351
12,909     12,909
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -24,542
b       230,679
c       492,492
d       121
e       351
      12,909
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 712,010
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 246,574 5,793,894 0.042558
2016 251,961 4,993,988 0.050453
2015 228,963 5,262,391 0.043509
2014 189,600 4,608,425 0.041142
2013 110,850 3,783,776 0.029296
2
Total of line 1, column (d) .....................
2
0.206958
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.041392
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
8,041,797
5
Multiply line 4 by line 3......................
5
332,866
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,901
7
Add lines 5 and 6........................
7
340,767
8
Enter qualifying distributions from Part XII, line 4,.............
8
263,655
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 15,803
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 15,803
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 15,803
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 485
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 12,288
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNONE AVAILABLE
    14
    The books are in care ofbulletROBERT E DODS Telephone no.bullet (941) 387-7733

    Located atbullet6011 GULF OF MEXICO DRIVELONGBOAT KEYFL ZIP+4bullet342281705
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
    0
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ROBERT E DODS PRESIDENT
    1.00
    0 0 0
    6011 GULF OF MEXICO DRIVE
    LONGBOAT KEY,FL34228
    ELIZABETH DODS SECRETARY/TREAS
    1.00
    0 0 0
    6011 GULF OF MEXICO DRIVE
    LONGBOAT KEY,FL34228
    WILLIAM DODS VICE PRES.
    1.00
    0 0 0
    8980 GLEN MORA DRIVE
    BURR RIDGE,IL60606
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,847,796
    b
    Average of monthly cash balances.......................
    1b
    316,465
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,164,261
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,164,261
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    122,464
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,041,797
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    402,090
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    402,090
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    15,803
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,803
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    386,287
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    386,287
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    386,287
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    263,655
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    263,655
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    263,655
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 386,287
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 258,045
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 263,655
    a Applied to 2017, but not more than line 2a 258,045
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2018 distributable amount..... 5,610
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    380,677
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALL FAITHS FOOD BANK INC
    8171 BLAIKIE CT
    SARASOTA,FL34240
    N/A PC GENERAL OPERATIONS 5,000
    AMERICAN FAMILY ASSOCIATION INC
    PO DWR 2440
    TUPELO,MS38803
    N/A PC GENERAL OPERATIONS 100
    AMERICAN NATIONAL RED CROSS
    2025 E STREET NW
    WASHINGTON,DC20006
    N/A PC GENERAL OPERATIONS 5,000
    AMERICARES FOUNDATION INC
    88 HAMITON AVE
    STAMFORD,CT06902
    N/A PC GENERAL OPERATIONS 10,000
    BIBLE MISSION USA INC
    244 4654 STATE RD 64
    BRADENTON,FL34208
    N/A PC GENERAL OPERATIONS 5,000
    BIG CAT HABITAT GULF COAST SANCTUARY INC
    PO BOX 50217
    SARASOTA,FL34232
    N/A PC GENERAL OPERATIONS 5,000
    BILLY GRAHAM EVANGELISTIC ASSOCIATION
    1 BILLY GRAPHAM PKWY
    CHARLOTTE,NC28201
    N/A PC GENERAL OPERATIONS 1,500
    BUILD INC
    5100 W HARRISON
    CHICAGO,IL60644
    N/A PC GENERAL OPERATIONS 2,000
    CHRIST CHURCH OF LONGBOAT KEY INC
    PO BOX 10185
    LONGBOAT KEY,FL34228
    N/A NC GENERAL OPERATIONS 30,600
    CLEFS RESIDENTS OUTREACH
    23-A RAPTOR WAY
    LANDRUM,SC29356
    N/A PC GENERAL OPERATIONS 5,000
    COMMUNITY RELIEF ORGANIZATION (CRO)
    4000 AERIAL CENTRAL PKWY
    MORRISVILLE,NC27560
    N/A PC GENERAL OPERATIONS 625
    CONCERNED WOMEN FOR AMERICA
    1015 FIFTEENTH STREET
    WASHINGTON,DC20005
    N/A PC GENERAL OPERATIONS 100
    CRISTO REY JESUIT
    1852 W 22ND STREET
    CHICAGO,IL60608
    N/A NC GENERAL OPERATIONS 2,500
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON ROAD SUITE 200
    BETHESDA,MD20814
    N/A PC GENERAL OPERATIONS 2,000
    FAMILY PROMISE PICKENS CITY
    PO BOX 1165
    EASLEY,SC29641
    N/A PC GENERAL OPERATIONS 2,000
    GOLDEN CORNOR FOOD PANTRY
    PO BOX 456
    SENECA,SC29679
    N/A PC GENERAL OPERATIONS 5,000
    INSTRIDE THERAPY INC
    1629 RANCH ROAD
    NOKOMIS,FL34274
    N/A PC GENERAL OPERATIONS 1,000
    ISRAEL CHILDRENS CENTER
    2151 WEST HILLSBORO
    DEERFIELD BEACH,FL33442
    N/A PC GENERAL OPERATIONS 10,000
    JDRF
    5625 STRAND BLVD STE 504
    NAPLES,FL34110
    N/A PC GENERAL OPERATIONS 2,500
    LEARN TO FISH INC
    526 4TH AVENUE EAST
    BRADENTON,FL34208
    N/A PC GENERAL OPERATIONS 5,000
    MOODY RADIO
    820 N LASALLE BLVD
    CHICAGO,IL60610
    N/A NC GENERAL OPERATIONS 1,500
    MOTE MARINE LABORATORY INC
    1600 KEN THOMPSON PKWY
    SARASOTA,FL34236
    N/A PC GENERAL OPERATIONS 3,500
    OUR DAILY BREAD OF BRADENTON INC
    PO BOX 9544
    BRADENTON,FL34206
    N/A PC GENERAL OPERATIONS 1,000
    PARALYZED VETERANS OF AMERICA
    801 EIGHTEENTH STREET NW
    WASHINGTON,DC20006
    N/A PC GENERAL OPERATIONS 1,000
    PINES OF SARASOTA FOUNDATION INC
    1501 N ORANGE AVENUE
    SARASOTA,FL34236
    N/A SO I GENERAL OPERATIONS 1,000
    PRESBYTERIAN CHURCH USA FOUNDATION
    200 E TWELFTH ST
    JEFFERSONVILLE,IN47130
    N/A SO III NFI GENERAL OPERATIONS 300
    ROTARY CLUB OF LBK
    PO BOX 8351
    LONGBOAT KEY,FL34228
    N/A PC GENERAL OPERATIONS 500
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607
    N/A PC GENERAL OPERATIONS 20,000
    SPARCC
    2139 MAIN STREET
    SARASOTA,FL34237
    N/A PC GENERAL OPERATIONS 2,000
    SPECIAL OLYMPICS OF FLORIDA
    1915 DON WICKHAM DR
    CLERMONT,FL34711
    N/A PC GENERAL OPERATIONS 100
    STJOSEPH HIGH SCHOOL
    10900 W CERMAK RD
    WESTCHESTER,IL60154
    N/A NC GENERAL OPERATIONS 35,000
    THE SALVATION ARMY
    PO BOX 1179
    BRADENTON,FL34206
    N/A SO I GENERAL OPERATIONS 10,000
    TURNING POINTS NETWORK
    11 SCHOOL STREET
    CLAREMONT,NH03743
    N/A PC GENERAL OPERATIONS 10,200
    UNITED COMMUNITY CENTERS INC
    PO BOX 1683
    BRADENTON,FL34206
    N/A PC GENERAL OPERATIONS 50,000
    VETERANS OF FOREIGN WARS (VFW)
    PO BOX 758517
    TOPEKA,KS66675
    N/A PC GENERAL OPERATIONS 1,000
    WESTCOAST BLACK THEATRE TROUPE
    1343 MAIN STREET SUITE 402
    SARASOTA,FL34236
    N/A PC GENERAL OPERATIONS 10,230
    WOUNDED WARRIOR PROJECT INC
    4899 BELFOR RD SUITE 300
    JACKSONVILLE,FL32256
    N/A PC GENERAL OPERATIONS 5,000
    FOCUS ON THE FAMILY
    8605 EXPLORER DRIVE
    COLORADO SPRINGS,CO80920
    N/A PC GENERAL OPERATIONS 100
    GUN LAKE COMMUNITY CHURCH
    12200 W M 179 HWY
    WAYLAND,MI49348
    N/A NC GENERAL OPERATIONS 100
    NATIONAL MS SOCIETY
    733 THIRD AVENUE
    NEW YORK,NY10017
    N/A PC GENERAL OPERATIONS 1,000
    (SALEH) FREEDOM INC
    PO BOX 21415
    SARASOTA,FL21415
    N/A PC GENERAL OPERATIONS 100
    ST JUDE CATHOLIC CHURCH
    3930 17TH ST
    SARASOTA,FL34235
    N/A NC GENERAL OPERATIONS 200
    UNION PRESBYTERIAN SEMINARY
    3401 BROOK ROAD
    RICHMOND,VA23227
    N/A NC GENERAL OPERATIONS 1,000
    UNIVERSITY OF FLORIDA FOUNDATION
    PO BOX 14425
    GAINESVILLE,FL32604
    N/A PC GENERAL OPERATIONS 200
    (FREEDOM FELLOWS) BETTER FUTURES FOUNDATION
    PO BOX 5072
    SARASOTA,FL34277
    N/A PF GENERAL OPERATIONS 200
    GRACES CLOSET
    PO BOX 126
    WALHALLA,SC29672
    N/A PC GENERAL OPERATIONS 5,000
    Total .................................bullet 3a 260,155
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 2,627  
    4 Dividends and interest from securities....     14 156,192  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 217,619  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME/(LOSS)
        19 -118  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 376,320 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    376,320
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    ROBERT E DODS FAMILY FOUNDATION
     
    Employer identification number

    82-5068080
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    ROBERT E DODS FAMILY FOUNDATION
     
    Employer identification number
    82-5068080
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    ROBERT E DODS
     
    6011 GULF OF MEXICO DRIVE
     
    LONGBOAT KEY, FL34228

    $ 804,440


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    ROBERT E DODS FAMILY FOUNDATION
     
    Employer identification number

    82-5068080
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    VARIOUS PUBLICLY TRADED SECURITIES $ 804,440 2018-08-07
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    ROBERT E DODS FAMILY FOUNDATION
     
    Employer identification number

    82-5068080
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
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    TY 2018 AccountingFeesSchedule
    Name:
    ROBERT E DODS FAMILY FOUNDATION
    EIN:
    82-5068080
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 3,475 0   3,475

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ROBERT E DODS FAMILY FOUNDATION
    EIN:
    82-5068080
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2U INC 17,479 15,562
    3M COMPANY 31,842 37,155
    A O SMITH 11,746 7,985
    A P MOLLER MAERSK A/S 25,282 22,302
    ABB LIMITED 11,277 9,524
    ABBOT LABORATORIES 37,589 51,210
    ACCENTURE PLC IRELAND 27,788 47,379
    ACTIVISION BLIZZRD INC 2,786 10,106
    ACUITY BRANDS INC 12,820 8,506
    ADECCO GROUP AG 3,976 3,737
    ADIDAS AG 16,951 15,234
    ADOBE 37,590 80,994
    AGILENT TECHNOLOGIES 3,537 3,563
    AGILENT TECHNOLOGIES INC 8,537 18,754
    AIA GROUP LTD 25,400 24,364
    AIR LEASE CORP CL A 16,533 11,721
    AKAMAI TECHNOLOGIES INC 9,421 16,003
    ALARM COM HOLDINGS INC 8,298 10,996
    ALBANY INTL CORP 9,966 8,803
    ALBEMARLE CORP 17,348 14,104
    ALIBABA GROUP 65,265 82,242
    ALLEGHENY TECHNOLOGIES 13,875 13,519
    ALLIANZ SE SPONSORED 8,650 9,003
    ALPHABET INC 49,041 79,295
    ALTRA INDUSTRIAL MOTION 5,884 4,753
    ALTRIA GROUP INC 32,415 33,091
    AMADEUS IT GROUP SA ADS 12,280 10,572
    AMAZON.COM INC 27,229 27,035
    AMC NETWORKS INC CL A 15,882 16,025
    AMERICAN EQUITY INVT 7,068 5,923
    AMERICAN TOWER CORP 2,223 18,350
    AMERISOURCEBERGEN CORP 8,587 12,722
    AMN HEALTHCARE SERVICES 12,026 12,012
    ANHUI CONCH CEMENT COMPANY 3,771 5,230
    ANIXTER INTL INC 5,375 4,779
    ANSYS INC 25,522 41,310
    APERGY CORP 9,930 8,909
    ARROW ELECTRONICS INC 13,382 12,204
    ASHTEAD GROUP PLC ADR 5,702 4,361
    ASML HOLDING NV 10,171 9,493
    AT&T 63,743 51,657
    ATLAS COPCO 18,261 12,348
    AUTODESK INC 5,467 29,580
    AUTOMATIC DATA 36,129 34,485
    BAIDU 5,676 4,282
    BANCO BILBAO VIZCAYA 6,367 4,772
    BANCO SANTANDER 11,492 8,248
    BANK NEW YORK MELLON 12,455 23,912
    BAYER A G 4,104 3,514
    BAYERISCHE MOTOREN 4,487 3,317
    BCE INC NEW 64,655 57,911
    BEACON ROOFING SUPPLY 9,186 6,090
    BECTON DICKINSON & COMPANY 34,295 36,727
    BERKSHIRE HATHAWAY INC 10,384 60,641
    BHP BILLITON LIMITED 9,084 12,459
    BIO RAD LABS INC CL A 3,852 12,772
    BIO TECHNE CORP 14,732 17,077
    BLACK KNIGHT FINANCIAL 13,386 15,365
    BLACKLINE INC 13,113 12,531
    BOEING COMPANY 11,126 22,575
    BOOKING HOLDINGS INC 28,109 41,338
    BORG WARNER INC 7,077 11,568
    BOSTON PROPERTIES INC 4,961 9,004
    BP PLC 17,938 16,836
    BROOKFIELD ASSET MANAGEMENT 12,036 19,750
    BURLINGTON STORES INC 23,752 23,750
    CABOT CORP 11,722 11,164
    CABOT MICROELECTRONICS 10,579 10,202
    CADENCE BANCORP 7,065 5,756
    CANADIAN NATIONAL 6,053 6,596
    CANADIAN PACIFIC RAILWAY 51,510 49,556
    CASELLA WASTE SYS INC 7,114 6,581
    CATALENT INC 9,915 8,138
    CBOE GLOBAL MARKETS INC 14,271 11,642
    CBRE GROUP INC CL A 11,434 22,102
    CEMEX S A B DE CV SPONS 5,711 3,335
    CENTURYLINK INC 21,512 17,029
    CERNER GROUP 22,606 22,392
    CHEMED CORP NEW 16,116 22,379
    CHENIERE ENERGY INC 16,119 18,086
    CHENIERE ENERGY INC NEW 10,116 9,766
    CHEVRON CORP 51,918 53,307
    CHINA MOBILE LIMITED 12,646 11,712
    CHR HANSEN HLDG 16,588 15,306
    CHUBB LTD 99,041 98,694
    CIMAREX ENERGY COMPANY 17,111 9,309
    CISCO SYSTEMS INC 41,358 59,145
    CIVEO CORP NEW 31,338 14,010
    CK HUTCHINSON HOLDINGS 16,135 12,163
    CME GROUP INC CL A 7,850 9,970
    COGNEX CORP 14,146 11,214
    COHERENT INC 5,805 4,863
    COMPAGNIE DE ST GOBAIN 10,061 8,784
    COMPASS GROUP PLC 18,656 18,016
    CONOCOPHILLIPS 37,028 53,309
    CONTINENTAL RESOURCES 15,577 16,398
    CORE LABORATORIES 18,469 11,216
    CORNING INC 30,029 36,554
    COSTAR GROUP INC 20,526 26,650
    CREDICORP LTD 4,469 5,763
    CREDIT SUISSE GROUP 6,172 3,606
    CRH PLC 5,513 4,559
    CRIMSON WINE GRP 741 790
    CSL LTD 31,814 33,908
    CSX CORP 3,096 17,893
    CUMMINS INC 2,211 15,770
    D R HORTON INC 7,254 20,137
    DAIMLER AG SPONSORED 14,696 10,711
    DANONE 5,061 4,669
    DARDEN RESTAURANTS 4,472 17,476
    DARLING INGREDIENTS INC 10,189 9,293
    DASSAULT SYSTEMES S A 3,981 3,755
    DBS GROUP HLDGS LTD 7,913 6,763
    DENTSPLY INTL INC 11,248 7,963
    DEUTSCHE TELEKOM AG 7,642 8,066
    DIAGEIO PLC NEW 39,618 45,376
    DISH NETWORK CORP 7,223 6,967
    DOLLAR GENERAL CORP 30,847 45,286
    DOLLAR TREE INC 20,281 21,045
    DOVER CORP COMMON 11,179 12,274
    DOWDUPONT INC 67,862 62,839
    DSV AS 22,444 17,595
    E N I SPA 13,698 12,443
    EASTGROUP PROPERTIES 8,769 8,164
    EASTMAN CHEMICAL COMPANY 5,635 14,914
    EATON VANCE 9,476 14,389
    EBAY INC 22,730 25,628
    ECHOSTAR CORP 8,183 7,674
    ELI LILLY & CO 29,328 45,131
    ELLIE MAE INC 9,450 6,786
    ENEL SOCIETA PER AZIONI 13,358 14,345
    ENERSYS 11,157 10,633
    ENTEGRIS INC 7,274 7,448
    ENTERPRISE FINANCIAL 4,577 3,876
    ESSILOR INTL 20,712 19,643
    EVOLENT HEALTH INC CL A 14,058 14,424
    EXLSERVICE HOLDINGS INC 11,133 10,366
    EXPEDITORS INTL WASH 13,286 23,559
    EXPERIAN 22,489 23,986
    EXXON MOBIL CORP 56,896 48,415
    FACEBOOK 56,846 68,429
    FASTENAL COMPANY 22,316 23,426
    FIRSTCASH INC 13,369 11,287
    FIVE BELOW INC 8,806 19,850
    FLIR SYSTEMS INC 7,604 7,358
    FORMFACTOR INC 6,813 6,411
    FRANKLIN ELECTRIC 8,832 8,748
    FRANKLIN RESOURCES INC 9,234 8,750
    FUJIFILM HOLDINGS CORP 8,095 7,753
    GATX CORP 13,276 23,792
    GENERAL DYNAMICS CORP 5,274 15,249
    GENTEX CORP 10,429 11,742
    GENUINE PARTS CO 38,112 38,408
    GLAXOSMITHKLINE 11,963 11,387
    GLOBAL PAYMENTS 5,801 26,195
    GLOBANT S A 10,494 13,855
    GMO INTERNET INC 14,816 12,657
    GODADDY INC CL A 12,898 16,471
    GRAND CANYON EDUCATION 15,875 21,728
    GRUPO AEROPORTUARIO 6,470 4,819
    GUIDEWIRE SOFTWARE INC 11,711 11,152
    HCP INC 47,138 42,733
    HDFC BANK LTD 28,012 29,212
    HEALTHCARE SVCS GROUP 23,768 22,541
    HEARTLAND FINL USA INC 6,966 5,757
    HEICO CORP NEW 21,021 32,774
    HEXAGON AB ADR 22,956 17,971
    HEXCEL CORP NEW 13,200 13,074
    HIVE BLOCKCHAIN TECHNOLOGIES LTD 2,642 210
    HONDA MOTOR LTD 14,910 12,114
    HONEWELL INTL INC 25,453 34,219
    HONG KONG EXCHANGES & 6,580 6,361
    HORACE MANN EDUCATRS CRP 5,210 4,981
    HOULIHAN LOKEY INC 17,088 12,218
    HOWARD HUGHES CORP 15,108 29,579
    HSBC HOLDINGS PLC 39,855 34,944
    IBERDROLA SA 11,829 14,342
    ICAHN ENTERPRISES 7,643 13,300
    ICICI BANK LIMITED 7,522 10,156
    ICON PLC 15,624 15,505
    IHS MARKIT LTD 15,270 17,701
    INDUSTRIA DE DISENO TEXTIL INDITEX 6,684 5,033
    ING GROEP 7,383 5,543
    INTEL CORP 24,541 31,678
    INTERCONTINENTAL EXCHANGE 4,361 29,529
    INTL FLAVOR & FRAGRANCES 16,630 16,515
    INTUIT INC 40,896 65,157
    ISUZU MOTORS LTD 2,243 2,148
    ITAU UNIBANCO HOLDING 8,788 11,187
    JABIL INC 15,436 13,387
    JOHNSON & JOHNSON 54,862 59,363
    JOHNSON CONTROLS INTL 51,327 37,952
    JPMORGAN CHASE & COMPANY 59,175 82,196
    KASIKORNBANK PUBLIC COMPANY 5,069 4,605
    KB FINANCIAL GROUP 6,855 5,541
    KERING S A 5,087 4,488
    KEYCORP INC 7,182 12,903
    KEYSIGHT TECHNOLOGIES 11,724 22,845
    KIMBERLY CLARK CORP 42,158 42,728
    KINGFISHER PLC SPONSORED 13,852 8,289
    KNIGHT SWIFT 11,991 6,293
    KOC 3,219 1,901
    KONINKLIJKE AHOLD NV 6,773 10,117
    KONINKLIJKE PHILIPS N V 3,978 3,687
    LABORATORY CORP OF AMER 11,230 12,131
    LENNOX INTL INC 12,372 12,913
    LIBERTY BROADBAND CORP 4,803 15,631
    LIBERTY MEDIA CORP 7,836 33,966
    LIONS GATE ENTERTAINMENT 15,284 8,794
    LITTELFUSE INC 9,268 8,917
    LKQ CORP 15,022 10,394
    LLOYDS BANKING GROUP PLC 21,327 15,212
    LVMH MOET HENNESSY LOUIS VUITTON 26,200 27,652
    MANTECH INTERNATIONAL 7,815 7,426
    MASCO CORP 39,621 40,439
    MEDICAL PROPERTIES 5,793 5,596
    MEDNAX INC 7,141 6,105
    MERCK & COMPANY INC 47,597 62,656
    MERITAGE HOMES CORP 7,217 7,050
    METTLER TOLEDO INTL INC 17,527 16,967
    MICROSOFT CORP 97,823 143,620
    MIDDLEBY CORP 11,504 10,581
    MITSUBISHI ELEC CORP 9,886 8,290
    MIZUHO FINANCIAL GRP 3,650 3,159
    MOLINA HEALTHCARE INC 7,358 7,089
    MOMO INC 4,169 3,278
    MONOLITHIC POWER SYSTEM 9,026 8,719
    MONSTER BEVERAGE CORP 33,900 40,262
    MOOG INC CLASS A 6,416 6,121
    MSCI INC CLASS A 44,391 43,639
    MUELLER WATER PRODUCTS 7,854 6,789
    NASPERS LTD 6,943 5,631
    NATIONAL GRID PLC 7,484 6,285
    NATIONAL INSTRUMENTS 17,991 20,784
    NAVIGATOR HOLDINGS LTD 12,265 9,118
    NEOGEN CORP 6,232 7,068
    NESTLE S A SPNSD 37,156 46,066
    NEWFIELD EXPLORATION COMPANY 18,583 7,960
    NEXTERA ENERGY INC 42,620 60,837
    NIDEC CORP 6,244 5,105
    NINTENDO LTD 3,783 3,476
    NOVARTIS AG 57,858 64,186
    NTT DOCOMO INC 3,139 3,427
    NUTRIEN LTD 34,591 27,918
    OAKTREE CAPITAL CORP 8,869 7,672
    OIL STATES INTL INC 4,589 2,985
    OMNICOM GROUP 23,175 23,657
    OPEN TEXT CORP 4,958 4,988
    ORACLE 20,616 22,485
    OSI SYSTEMS INC 8,307 8,503
    PACCAR INC 14,405 17,199
    PACKAGING CORP OF AMERICA 10,580 13,103
    PARK24 CO LTD 4,432 3,590
    PAYCOM SOFTWARE INC 12,641 14,449
    PAYPAL HOLDINGS INC 34,712 47,931
    PDC ENERGY INC 5,330 4,315
    PEBBLEBROOK HOTEL TRUST 7,965 6,285
    PEPSICO INC 25,862 28,172
    PERNOD RICARD S A 17,107 17,254
    PERUSAHAN PERSEROAN 7,406 6,290
    PFIZER INC 43,577 57,618
    PHILIP MORRIS INTL 41,958 42,059
    PING AN INSURANCE GROUP 3,858 6,382
    PJSC LUKOIL 3,945 5,065
    POSCO SPONSORED ADR 4,043 3,296
    PPG INDUSTRIES INC 13,382 13,597
    PRA GROUP INC 11,482 7,920
    PROGRESSIVE CORP 7,376 21,477
    PROS HOLDINGS INC 15,064 18,086
    PROTO LABS INC 20,257 25,039
    PT ASTRA INTERNATIONAL 6,893 6,381
    QBE INSURANCE GROUP LTD 7,862 6,458
    QUEST DIAGNOSTICS INC 31,346 26,147
    RAYMOND JAMES FINANCIAL 13,798 27,383
    RAYTHEON COMPANY 33,726 39,104
    RECKITT BENCKISER PLC 3,466 3,071
    REGENERON PHARMACEUTICALS 32,849 34,736
    REINSURANCE GROUP AMERICA 16,155 28,607
    RENAISSANCERE HOLDINGS 9,282 13,236
    REPUBLIC SERVICES INC 7,199 29,124
    RESMED INC 10,937 11,956
    RITCHIE BROTHERS AUCTIONEERS 20,786 24,016
    ROLLINS INC 14,424 20,794
    ROYAL CARIBBEAN 19,963 25,425
    ROYAL DUTCH SHELL PLC 73,948 72,974
    ROYAL GOLD INC 15,268 20,213
    ROYCE MICRO-CAP TRUST 21,542 21,266
    RYANAIR HOLDINGS PLC 10,886 7,063
    RYOHIN KEIKAKU CO LTD 5,449 5,485
    S K F AB SPONSORED ADR 7,483 5,490
    SAFRAN S A 5,025 7,114
    SAMPO OYJ ADR 4,593 4,319
    SANDS CHINA LTD 6,178 4,897
    SANMINA CORP 7,487 6,953
    SANOFI SPONS ADR 10,861 12,111
    SBERBANK RUSSIA 5,521 5,085
    SCHEIN HENRY INC 8,029 8,480
    SCHLUMBERGER LTD 31,300 19,411
    SCHWAB CHARLES CORP NEW 16,446 22,592
    SCIENCE APPLICATIONS 15,209 12,039
    SCOTTS MIRACLE-GRO CO 11,976 14,566
    SEALED AIR CORP NEW 6,581 13,379
    SHIRE PLC 6,390 6,962
    SHISEIDO LTD 4,281 3,907
    SHOPIFY INC 17,301 17,583
    SIEMENS A G 48,369 39,817
    SINGAPORE TELECOMMUNICATIONS 7,278 6,192
    SMC CORP JAPAN 6,552 5,933
    SMITH & NEPHEW 25,684 26,129
    SNAP ON INC 27,707 39,228
    SOCIETE GENERALE FRANCE 5,604 3,925
    SOFTBANK GROUP 7,899 6,911
    SOUTH JERSEY INDS INC 6,150 5,365
    SSE PLC SPON ADR 8,236 6,472
    STANDARD BANK GROUP LTD 4,440 3,258
    STANLEY BLACK & DECKER 18,624 22,631
    STATE AUTO FINL CORP 2,706 2,723
    STEELCASE INC 5,184 4,746
    STERICYCLE INC 15,765 9,356
    STERIS PLC 11,848 11,006
    STERLING BANCORP NEW 3,386 3,087
    STIFEL FINANCIAL CORP 15,591 14,787
    SUBSEA 7 S A SPONSORED 10,218 12,390
    SUMITOMO CORP 3,994 3,615
    SUNCOR ENERGY INC NEW 4,628 3,888
    SUNTRUST BANKS INC 50,420 37,326
    SYNEOS HEALTH INC 16,325 16,842
    SYNOPSYS INC 7,398 19,712
    TAIWAN SEMICONDUCTOR 35,225 40,675
    TAKEDA PHARMACEUTICAL 17,158 11,639
    TE CONNECTIVITY LTD 3,711 14,294
    TECHTRONIC INDUSTRIES 3,061 4,778
    TELADOC HEALTH INC 11,130 11,996
    TELEDYNE TECHNOLOGIES 11,985 11,596
    TELEFONICA S A 12,345 9,712
    TELIA COMPANY AB ADR 13,739 13,153
    TENCENT HOLDINGS 57,830 93,070
    TESCO PLC SPONSORED ADR 11,645 11,185
    TEXAS PACIFIC LAND TRUST 31,304 59,579
    THERMO FISHER SCIENTIFIC INC 33,909 35,806
    TIMKEN CO 7,125 6,792
    TJX COMPANIES INC NEW 22,416 49,885
    TOKIO MARINE HOLDINGS 11,571 15,459
    TORONTO DOMINION BANK NEW 18,643 16,905
    TOTAL SYSTEMS SERVICES 16,166 24,631
    TRAVELERS COMPANIES INC 45,024 46,104
    TREASURY WINE ESTATES 4,441 3,635
    TRIUMPH GROUP INC 4,792 3,439
    TRUSTMARK CORP 6,521 5,999
    TWENTY FIRST CENTURY FOX 27,360 45,343
    TYLER TECHNOLOGIES INC 18,851 17,281
    ULTIMATE SOFTWARE GROUP 19,232 25,222
    UNILEVER N V 37,392 43,040
    UNILEVER PLC 21,948 24,767
    UNITED BANKSHARES INC WV 6,800 6,129
    UNITED FIRE GRP INC 7,228 7,763
    UNITED HEALTH 11,726 40,856
    UNITED NATURAL FOODS 3,339 1,578
    UNITED OVERSEAS BK 9,021 10,836
    VANGUARD SHORT TERM TREASURY ETF 14,488 14,429
    VEDANTA LTD 4,367 3,970
    VEEVA SYSTEMS INC 16,157 28,582
    VERISK ANALYTICS INC 21,855 26,824
    VINCI SA 4,460 3,774
    VISA INC 41,718 82,331
    VOLVO AB 6,712 4,808
    WABCO HOLDINGS INC 10,660 9,017
    WAGEWORKS INC 16,720 6,953
    WALGREENS BOOTS ALLIANCE 38,447 39,290
    WAL-MART DE MEXICO 14,177 13,870
    WATSCO INC A 11,218 9,601
    WEC ENERGY GROUP INC 13,173 18,492
    WELBILT INC 4,043 3,455
    WELLS FARGO & CO 51,504 47,462
    WELLTOWER INC 61,937 65,592
    WENDYS COMPANY 5,331 19,466
    WESBANCO INC 6,797 5,944
    WEST PHARMACEUTICAL SERVICES INC 18,166 17,351
    WH GROUP LTD 5,766 5,883
    WHEATON PRECIOUS METALS CORP 27,212 30,193
    WHITING PETROLEUM CORP 3,611 2,814
    WOLVERINE WORLD WIDE INC 7,882 7,590
    WOODWARD INC 12,486 17,755
    WPP PLC 20,319 12,988
    XILINX INC 7,475 24,784
    ZOETIS INC CL A 25,994 49,613
    ZURICH INSURANCE GRP LTD 8,675 9,448

    TY 2018 OtherExpensesSchedule
    Name:
    ROBERT E DODS FAMILY FOUNDATION
    EIN:
    82-5068080
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    IL FILING FEES 25 0   25
    OTHER DEDUCTIONS FROM K-1 486 486   0


    TY 2018 OtherIncomeSchedule2
    Name:
    ROBERT E DODS FAMILY FOUNDATION
    EIN:
    82-5068080
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME/(LOSS) -118   -118


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    ROBERT E DODS FAMILY FOUNDATION
    EIN:
    82-5068080
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 74,176 74,176   0


    TY 2018 TaxesSchedule
    Name:
    ROBERT E DODS FAMILY FOUNDATION
    EIN:
    82-5068080
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 6,016 6,016   0
    FEDERAL TAX 27,311 0   0