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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
ROHDE FAMILY CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2401 WHITE EAGLE TRAIL SE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CEDAR RAPIDS, IA52403
A Employer identification number

42-1452341
B Telephone number (see instructions)

(319) 364-3958
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$3,790,785J 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) 1,750
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 82,580 82,580  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,870
b Gross sales price for all assets on line 6a 1,737,890
7 Capital gain net income (from Part IV, line 2)... 9,870
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).......      
12 Total. Add lines 1 through 11........ 94,200 92,450  
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)....... Click to see attachment 3,050 1,525   1,525
c Other professional fees (attach schedule).... Click to see attachment 35,569 35,569   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,025 3,025   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,644 40,119   1,525
25 Contributions, gifts, grants paid....... 173,500 173,500
26 Total expenses and disbursements. Add lines 24 and 25 215,144 40,119   175,025
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -120,944
b Net investment income (if negative, enter -0-) 52,331
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 242,445 210,616 211,429
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) 284,706 Click to see attachment285,844 311,369
b Investments—corporate stock (attach schedule)....... 2,085,961 Click to see attachment1,632,518 2,162,502
c Investments—corporate bonds (attach schedule)....... 229,666 Click to see attachment243,530 272,224
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 456,607 Click to see attachment805,933 833,261
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) 3,299,385 3,178,441 3,790,785
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,299,385 3,178,441
29 Total net assets or fund balances (see instructions)..... 3,299,385 3,178,441
30 Total liabilities and net assets/fund balances (see instructions). 3,299,385 3,178,441
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,299,385
2
Enter amount from Part I, line 27a .....................
2
-120,944
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,178,441
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 29 .
6
3,178,441
Form 990-PF (2020)
Form 990-PF (2020)
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 CAPITAL GAIN DISTRIBUTION P    
b PUBLICLY TRADED SECURITIES P    
c PUBLICLY TRADED SECURITIES P    
d
e
(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 5,813     5,813
b 105,000   104,877 123
c 1,627,077   1,623,143 3,934
d
e
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       5,813
b       123
c       3,934
d
e
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 9,870
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 727
c All other domestic foundations enter 1.39% 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........................... 3 727
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- ..... 5 727
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 800
b Exempt foreign organizations—tax withheld at source...... 6b 0
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.............. 7 800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 73
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet73 RefundedBullet 11 0
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 the instructions
for the 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)
    bulletIA
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletSARA SAUTER Telephone no.bullet (319) 364-3958

    Located atbullet2401 WHITE EAGLE TRAIL SECEDAR RAPIDSIA ZIP+4bullet52403
    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
     
    16 At any time during calendar year 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
     
    .........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
    CHARLES A ROHDE SEC/TREAS/DIRECTOR
    1.00     		0 0 0
    2401 WHITE EAGLE TRAIL SE
    CEDAR RAPIDS,IA52403
    SARA SAUTER PRESIDENT/DIRECTOR
    1.00     		0 0 0
    2401 WHITE EAGLE TRAIL SE
    CEDAR RAPIDS,IA52403
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    3,260,315
    b
    Average of monthly cash balances.......................
    1b
    280,526
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,540,841
    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
    3,540,841
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    53,113
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,487,728
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    174,386
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    174,386
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    727
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    727
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    173,659
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    173,659
    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
    173,659
    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
    175,025
    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
    175,025
    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
    175,025
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 173,659
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 173,750
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 175,025
    a Applied to 2019, but not more than line 2a 173,750
    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 2020 distributable amount..... 1,275
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		172,384
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    BIG BROTHERS BIG SISTERS
    3150 E AVE NW STE 103
    CEDAR RAPIDS,IA52405     		NONE PC GENERAL OPERATING FUND 3,500
    BOYS & GIRLS CLUB OF CEDAR RAPIDS
    420 6TH ST STE 240
    CEDAR RAPIDS,IA52401     		NONE PC GENERAL OPERATING FUND 3,500
    CAMP COURAGEOUS OF IOWA
    PO BOX 418
    MONTICELLO,IA52310     		NONE PC GENERAL OPERATING FUND 5,000
    CATHERINE MCAULEY CENTER
    866 4TH AVE SE
    CEDAR RAPIDS,IA52403     		NONE PC GENERAL OPERATING FUND 3,000
    CEDAR RAPIDS PUBLIC LIBRARY
    450 5TH AVE SE
    CEDAR RAPIDS,IA52401     		NONE PC GENERAL OPERATING FUND 2,500
    CEDAR VALLEY HUMANE SOCIETY
    7411 MOUNT VERNON RD SE
    CEDAR RAPIDS,IA52403     		NONE PC GENERAL OPERATING FUND 2,000
    COE COLLEGE
    1220 FIRST AVE NE
    CEDAR RAPIDS,IA52402     		NONE PC GENERAL OPERATING FUND 5,000
    CORNELL COLLEGE
    600 FIRST ST SW
    MT VERNON,IA52314     		NONE PC GENERAL OPERATING FUND 5,000
    FOUNDATION 2
    1714 JOHNSON AVE NW
    CEDAR RAPIDS,IA52405     		NONE PC GENERAL OPERATING FUND 1,000
    GREATER CR COMMUNITY FOUNDATION
    324 3RD STREET SE
    CEDAR RAPIDS,IA52401     		NONE PC GENERAL OPERATING FUND 7,500
    INDIAN CREEK NATURE CENTER
    5300 OTIS ROAD SE
    CEDAR RAPIDS,IA52403     		NONE PC GENERAL OPERATING FUND 7,500
    JUNIOR ACHIEVEMENT OF EAST CENTRAL IOWA
    315 3RD AVE SE STE 209
    CEDAR RAPIDS,IA52401     		NONE PC GENERAL OPERATING FUND 2,500
    KIRKWOOD FOUNDATION
    6301 KIRKWOOD BLVD SW
    CEDAR RAPIDS,IA52404     		NONE PC SCHOLARSHIPS 60,000
    MERCY MEDICAL CENTER FOUNDATION
    701 10TH STREET SSE
    CEDAR RAPIDS,IA52403     		NONE PC NURSING RESIDENCY PROGRAM 15,000
    MT MERCY UNIVERSITY
    1330 ELMHURST DR NE
    CEDAR RAPIDS,IA52402     		NONE PC GENERAL OPERATING FUND 25,000
    ORCHESTRA IOWA
    119 3RD AVE SE
    CEDAR RAPIDS,IA52401     		NONE PC GENERAL OPERATING FUND 2,500
    TANAGER PLACE EXPRESSIVE ARTS
    2309 C ST SW
    CEDAR RAPIDS,IA52401     		NONE PC GENERAL OPERATING FUND 2,500
    THEATRE CEDAR RAPIDS
    102 THIRD ST SE
    CEDAR RAPIDS,IA52401     		NONE PC GENERAL OPERATING FUND 5,000
    TOGETHER WE ACHIEVE
    1150 27TH AVE SW
    CEDAR RAPIDS,IA52404     		NONE PC IOWA DERECHO RESOURCE CENTER 7,500
    WAYPOINT
    315 5TH ST SE
    CEDAR RAPIDS,IA52401     		NONE PC GENERAL OPERATING FUND 8,000
    Total .................................bullet 3a 173,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		         
    4 Dividends and interest from securities....     14 82,580  
    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 9,870  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 92,450 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    92,450
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    ROHDE FAMILY CHARITABLE FOUNDATION
    EIN:
    42-1452341
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,050 1,525   1,525

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    ROHDE FAMILY CHARITABLE FOUNDATION
    EIN:
    42-1452341
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CITIGROUP INC 14,095 16,045
    COMCAST CORP 13,493 15,649
    CVS HEALTH CORP 14,900 15,469
    ENTERPRISE PRODUCTS OPER 9,358 10,983
    GENERAL ELEC CAP CORP 8,875 10,843
    GENL ELECTRIC CAP 5.4% 5-15-22 20,000 21,135
    GOLDMAN SACHS GROUP INC 24,464 24,710
    JPMORGAN CHASE & CO 18,051 20,742
    MICROSOFT CORP 18,574 24,092
    MORGAN STANLEY 8,782 10,275
    SHELL INTERNATIONAL FIN 13,915 16,471
    VERIZON COMMUNICATIONS 15,280 15,323
    WELLS FARGO & COMPANY 13,761 15,870
    WELLS FARGO 4.125% 8-15-23 49,982 54,617

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ROHDE FAMILY CHARITABLE FOUNDATION
    EIN:
    42-1452341
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABM INDUSTRIES INC 776 870
    ACCENTURE PLC 15,284 24,814
    ACTIVISION BLIZZARD INC 2,028 2,785
    ADECCO GROUP AG 15,707 17,700
    ADOBE SYSTEMS INC 11,173 15,503
    ADVANTAGE AUTO PARTS INC 4,366 4,410
    AGGIOS PHARMACEUTICALS 525 607
    AGILENT TECHNOLOGIES INC 1,430 2,488
    AIA GROUP LTD 15,712 19,996
    AIR LEASE CORP LCA 1,313 1,377
    AIR LIQUUIDE 15,711 17,070
    AIRBUS SE 13,620 16,801
    AKAMAI TECHNOLOGY 5,743 9,238
    ALBEMARLE CORP 1,352 2,064
    ALBIBABA GROUP HOLDING LT 17,505 20,946
    ALCON SA ACT NOM 5,012 6,070
    ALEXION PHARMS INC 5,341 7,031
    ALLEGIANT TRAVEL CO 362 378
    AMADEUS IT GROUP SA ADR 8,799 8,942
    AMAZON COM INC 37,482 48,854
    AMERESCO CLASS A 380 627
    AMERICAN EAGLE OUTFITERS 729 943
    AMERICAN EXPRESS COMPANY 10,985 13,663
    AMERICAN EXPRESS EQUITY INVT 511 553
    AMERICOLD RLTY TR 1,697 1,978
    AMERISOURCEBERGEN CORP 1,127 1,173
    AMGEN INC 8,446 9,427
    AMICUS THERAPEUTICS INC 712 924
    ANGLO AMERICAN PLC SHS 19,560 27,384
    ANHEUSER-BUSCH INBEV ADR 1,771 2,307
    ANSYS INC 1,547 3,638
    AON PLC 17,522 24,507
    APPLE INC 12,504 29,988
    APPLIED INDL STRL TECH 725 936
    APPLIED MATERIAL INC 1,489 3,279
    APTIV PLC 3,495 5,993
    ARMADA HOFFLER PPTYS INC 49 34
    ARROW ELECTRONICS 1,039 1,265
    ASGN INC 883 1,086
    ASML HOLDINGS NV NY 12,528 22,923
    ATLANSSIAN CORP PLC 3,200 3,742
    ATRICURE INC 338 334
    BAE SYS PLC 4,691 5,024
    BALCHEM CORP 634 922
    BANDWIDTH INC 226 461
    BIO RAD LABS 978 2,332
    BIOMARIN PHARMACEUTICALS 3,900 4,472
    BJS WHSL CLUB HOLDINGS INC 711 857
    BLACK HILLS CORP 77 61
    BLACK KNIGHT HOLDING CO 1,211 2,209
    BLACK LINE INC 263 400
    BLACKROCK INC 8,945 11,545
    BLUEPRINT MEDICINES CORP 831 1,122
    BOISE CASCADE CO 1,109 1,482
    BOSTON PPTYS INC 530 567
    BOSTON SCIENTIFIC CORP 5,696 7,370
    BOX INC 195 253
    BRAMBLES LTD 16,502 18,051
    BRIGHTVIEW HOLDINGS 471 514
    BRINKER INTL INC 384 396
    BROOKS AUTOMATION INC 457 1,153
    BRYN MAWR BANK CORP 162 122
    CAPGEMINI SE SHS 14,291 18,714
    CARLSBERG 13,720 18,539
    CASELLA WASTE SYS INC A 331 805
    CBRE GROUP INC 1,741 2,572
    CHEMOCENTRYX INC 606 805
    CHUBB LTD 23,033 24,781
    CHUYS HOLDINGS 363 371
    CIGNA CORP 25,369 29,978
    CIMAREX ENERGY CO 747 938
    CINEMARK HOLDINGS INC 297 331
    CITIGROUP INC COM 3,764 4,255
    CITY HOLDING CO CHARLSTN 554 556
    CMC MATERIALS INC 1,264 1,664
    COER MINING INC 375 714
    COLUMBUS MCKINNON CP NY 901 961
    COMCAST CONRF NEW CL A 33,981 46,060
    COMPAGNIE DE SAINT-UNSP 15,925 17,677
    CONMED CORP 603 1,120
    CONOCOPHILLIPS 3,351 4,039
    COSTCO WHOLESALE CRP DEL 4,920 9,796
    COUSINS PROPS INC 361 335
    CRYOLIFE INC 543 685
    CSX CORP 1,170 1,997
    CUMMINS INC 1,556 2,044
    D R HORTON INC 1,954 2,895
    DANA INC 540 742
    DANAHER CORP DEL COM 4,854 11,329
    DARDEN RESTAURANTS INC 1,882 2,740
    DBS GROUP HOLDINGS SPN ADR 15,661 17,415
    DENTSPLY SIRONA INC 670 838
    DEUTSCHE BOERSE AG 11,345 14,821
    DIAGEO PLC 8,349 9,687
    DICKS SPORTING GOODS INC 460 506
    DISNEY (WALT) CO 5,149 8,697
    DNB ASA SP ADR 5,950 7,452
    DOVER CORP 1,033 1,641
    DUETSCHE POST AG 19,809 26,415
    DUKE ENERGY CORP NEW 18,983 22,066
    EASTGROUP PROPERTIES INC 599 966
    EASTMAN CHEMICAL CO 1,590 1,604
    EATON CORP PLC 13,545 20,904
    EATON VANCE CORP 1,591 2,106
    ECOLAB INC 5,736 8,871
    ENEL SOCIETA PER AZIONI 12,325 18,016
    ENTERPRISE FINANCIAL SERVICES CORP 122 140
    EQUINIX INC 5,355 9,284
    ESCO TECHNOLOGIES INC 457 723
    ESSENT GROUP LTD 937 1,037
    EXLSERVICE HOLDINGS INC 897 1,277
    FACEBOOK INC 19,827 30,594
    FANUC LTD-UNSP 13,014 17,925
    FEDERAL SIGNAL CORP 680 1,028
    FERRO CORP 370 541
    FIDELITY NATIONAL INFO SERVICES 18,815 23,058
    FIRST BANCORP 612 677
    FIRST FOUNDATION INC 138 180
    FIRST INTST BANCSYSTM 780 775
    FISERV INC WISC 9,167 15,143
    GATX CORPORATION 1,129 1,414
    GENL DYNAMICS CORP COM 936 1,042
    GENMARK DIAGNOSTICS INC 577 672
    GLOBAL PMTS INC GEORGIA 1,693 3,447
    GLOLDMAN SACHS GROUP INC 15,665 16,614
    GLU MOBILE INC 223 207
    GREAT WESTN BANCORP INC 33 21
    HALOZYME THERAPEUTICS 780 1,196
    HAMILTON LANE INC 371 702
    HELEN OF TROY LTD 587 667
    HIBBETT SPORTS INC 115 185
    HITACHI LTD 10 NEW 14,875 17,309
    HOME DEPOT INC 7,415 10,094
    HONEYWELL INTL INC 22,622 31,480
    HOULIHAN LOKEY INC 1,312 1,748
    HUB GROUP INC 660 855
    IHS MARKET LTD 6,134 10,330
    IIVI INC 815 1,595
    ILLINOIS TOOL WORKS 15,266 20,796
    INCEPENDENT BK CORP MASS 553 584
    INCEPENDENT BK GROUP INC 435 438
    INDUSTRIA DE DISENO 24,193 26,594
    INTERCONTINENTAL 1,921 3,113
    INTUIT INC 490 1,140
    J&J SNACK FOODS CORP 813 932
    J2 GLOBAL INC 980 1,270
    JACK IN THE BOX INC 885 928
    JOHNSON AND JOHNSON COM 32,064 38,086
    JPMORGAN CHASE & CO 3.2% 1/25/23 30,616 35,071
    JULIUS BAER GROUP 9,219 12,600
    KADANT INC 765 1,128
    KAISER ALUM CORP 336 396
    KB HOME 594 804
    KBC GRUPE SA 15,212 17,340
    KBR INC 450 680
    KEMPER CORP DEL 307 307
    KEYCORP NEW 268 361
    KEYSIGHT TECHNOLOGIES 995 2,906
    KIMBERLY CLARK 8,655 10,786
    KITE REALTY GROUP 642 673
    KOMATSU NEW 17,172 18,187
    KONINKL PHIL NV 16,689 18,039
    KONINKLIJKE AHOLD DELHAIZE NV 13,084 16,568
    LABORATORY CP AMER HOLDINGS 1,195 1,425
    LAKELAND FINANCIAL CORP 87 107
    LA-Z-BOY INC 322 359
    LEXINGTON REALTY TRUST 600 605
    LIGAND PHARMACEUTICALS 418 398
    LOCKHEED MARTIN CORP 10,364 11,359
    LOWE'S COMPANIES INC 11,573 12,680
    MACOM TECHNOLOGY 119 330
    MALIBU BOATS INC 494 999
    MARSH & MCLENNAN COS INC 11,524 14,157
    MASCO CORP 1,709 2,197
    MASTEC INC 763 1,023
    MAXLINEAR INC 579 1,184
    MCKESSON CORPORATION 10,067 11,827
    MEDTRONIC PLC 19,527 27,762
    MERCK AND CO INC 3,836 3,926
    MERCK KGAA 20,075 25,812
    MERIT MEDICAL SYS INC 786 1,110
    MICROSOFT CORP 29,771 30,916
    MIMECAST LTD SHS 359 568
    MINERALS TECHNOLOGIES 277 311
    MONSTER BEVERAGE 5,459 8,231
    MURATA MANUFACTURING CO 11,836 18,645
    MYR GROUP INC 794 1,442
    NASDAQ OMX GROUP INC 9,557 15,531
    NATERA INC 413 2,189
    NATIONAL STORAGE AFFILIATES 317 360
    NEENAH INC 59 55
    NESTLES A REP 18,102 24,974
    NETGEAR INC 433 569
    NEXSTAR MEDIA GROUP INC 326 437
    NMI HOLDINGS INC 431 589
    NORDEA BANK ABP 2,798 3,199
    NORTHROP GRUMMAN CORP 1,175 1,219
    NORTHWESTERN CORP 1,020 1,108
    NUTANIX INC 1,463 2,295
    NUVASIVE INC 906 958
    NVIDIA 5,947 14,622
    NXP SEMICONDUCTORS NV 14,881 18,763
    OLD NATL BANCORP IND 748 729
    OMNICELL INC 561 720
    PACIFIC PREMIER BANCORP 504 689
    PACKAGING CORP AMERICA 1,414 1,655
    PALO ALTO NETWORKS INC 4,959 9,951
    PDC ENERGY INC 291 493
    PEBBLEROCK HOTEL TRUST 38 19
    PEPSICO INC 8,441 9,640
    PERNOD-RICARD 20,813 26,653
    PHYSICIANS RLTV RR 867 908
    PIONEER NATURAL RES CO 3,264 4,556
    PLANTRONICS INC NEW COM 84 81
    PNC FINCL SERVICES 4,392 5,066
    PPG INDUSTRIES INC 15,774 19,758
    PRESTIGE CONSUMER 308 314
    PRIMERICA INC 194 268
    PROGRESSIVE CRP OHIO 1,446 2,670
    PROSUS NV 18,830 25,941
    PTC THERAPEUTICS 721 854
    Q2 HOLDINGS INC 643 1,645
    QUAKER CHEMICAL CORP 585 1,014
    QUALCOMM INC 5,841 13,863
    RAPID7 ORD 727 1,713
    RAYMOND JAMES FINL INC 1,826 1,913
    RAYTHEON TECHNOLOGIES CORP 4,673 5,649
    REALPAGE INC 1,784 2,268
    RECKITT BENCKISER GROUP 14,673 16,236
    REINSURANCE GROUP AMERICA 257 348
    RENASISSANCERE HLDGS LTD 918 1,161
    REPUBLIC SERVICES INC 1,884 2,793
    REXNORD CORP NEW 839 1,224
    RLI CORP IL 402 521
    ROCHE HOLDINGS LTD 21,817 27,663
    RWE AG SPONSORED 12,044 18,122
    SALESFORCE COM INC 11,562 14,687
    SANDS CHINA LTD UNSP ADR 3,164 3,578
    SAP SE 14,640 17,733
    SBA COMMUNICATIONS CORP 1,440 1,693
    SEALED AIR CORP NEW 1,289 1,328
    SELECTIVE INS GRP INC 739 871
    SEMTECH CORPORATION 544 1,153
    SENSATA TECHNOLOGIES 1,837 2,057
    SHOCKWAVE MEDICAL INC 410 830
    SIEMENS AG 24,207 26,562
    SILICON LABS INC 548 764
    SKYWORKS SOLUTIONS INC 1,905 3,210
    SMITH-NPHW PLC SPADR NEW 13,554 16,235
    SNAP ON INC 1,676 1,711
    SOUTH STATE CORP 498 506
    SOUTHERN COMPANY 21,843 23,958
    SPECTRUM PHARMACEUTICALS 107 95
    SPIRE INC 679 704
    SPLUNK INC 4,350 7,475
    STANLEY BLACK & DECKER 13,654 16,963
    STERCYCLE INC COM 1,646 2,080
    STEVEN MADDEN LTD 1,223 1,625
    STIFEL FINANCIAL CORP 2,539 3,179
    SUMMIT MATLS INC 308 321
    SUPERNUS PHARMACEUTICALS 368 403
    SYNEOS HEALTH INC 879 1,567
    SYNOPSYS INC 1,378 4,148
    SYSCO CORPORATION 1,284 1,782
    TABULA RASA HEALTHCARE 617 600
    TAIWAN S MANUFACTURING 9,095 18,755
    TAYLOR MORRISON HOME 779 975
    TEMENOS AG 1,502 1,416
    TETRA TECH INC NEEW 709 1,505
    TEXAS INSTRUMENTS 19,586 30,856
    TEXAS ROADHOUSE 743 1,094
    THE CHILDREN'S PLACE INC 297 301
    THE SCOTTS MIRACLE GROUP 979 2,191
    THERMO FISHER SCIENTIFIC 18,479 20,029
    TJX COS INC NEW 1,333 2,390
    TRANE TECHNOLOGIES PLC 8,926 17,129
    TRANSMEDICS GROUP INC 175 199
    TRAVELERS COS INC 374 421
    TRAVERE THERAPEUTICS INC 799 1,063
    UBER TECHONOLGIES 9,658 12,240
    ULTA BEAUTY INC 6,925 9,189
    ULTRAGENYX 700 1,938
    UMPQUA HOLDINGS CORP 146 151
    UNION PACIFIC CORP 13,582 21,238
    UNITED COMMUNITY BANKS 772 882
    UNITED HEALTH GROUP INC 12,646 18,937
    UNITED PARCEL SVC CL B 10,305 13,977
    US BANCORP 1,430 1,724
    VALLEY NATL BANCORP 328 312
    VANDA PHARMACEUTICALS INC 117 105
    VARONIS SYSTEMS INC 405 654
    VISA INC CL A SHRS 16,075 25,154
    VMWARE INC 3,507 4,488
    WEC ENERGY GROUP INC 1,202 1,841
    WENDYS CO 596 723
    WERNER ENTERPRISES INC 612 628
    WESBANCO INC 425 419
    WESCO INTERNATIONAL 380 707
    WILLSCOTT CORP MOBILE MINI 615 904
    WNS HOLDINGS LTD SPN ADR 707 1,225
    WOODWARD INC 1,374 2,188
    WORKDAY INC 2,964 3,115
    WORTHINGTON INDSTRS OHIO 911 1,027
    WSFS FINANCIAL CORP 643 808
    WW GRANGER INCORP 6,790 9,800
    XILINX INC 1,516 3,119
    YELP INC 158 229
    YETI HOLDINGS INC 349 479
    YUM CHINA HOLDINGS INC 16,758 17,184
    ZOETIS INC 7,932 16,385
    ZURICH INSURANCE GROUP 16,443 18,155

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    ROHDE FAMILY CHARITABLE FOUNDATION
    EIN:
    42-1452341
    US Government Securities - End of Year Book Value:

    285,844
    US Government Securities - End of Year Fair Market Value:

    311,369
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    ROHDE FAMILY CHARITABLE FOUNDATION
    EIN:
    42-1452341
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISHAES TR RUSSELL 2000 AT COST 14,971 14,705
    ISHARES RUSSELL 1000 GROWTH AT COST 20,016 20,015
    ISHARES RUSSELL 1000 VALUE AT COST 132,404 133,448
    ISHARES RUSSELL MIDCAP AT COST 5,136 5,141
    ISHARES TR CORE MSCI EAF AT COST 149,591 149,580
    WESTERN ASSET SMASH SERIES C AT COST 115,259 120,029
    WESTERN ASSET SMASH SERIES EC AT COST 211,877 224,474
    WESTERN ASSET SMASH SERIES M AT COST 156,679 165,869

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ROHDE FAMILY CHARITABLE FOUNDATION
    EIN:
    42-1452341
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES 35,569 35,569   0


    TY 2020 TaxesSchedule
    Name:
    ROHDE FAMILY CHARITABLE FOUNDATION
    EIN:
    42-1452341
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,025 3,025   0