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
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$11,684,522
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) 1,052,007
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 156,998 156,998  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 170,293
b Gross sales price for all assets on line 6a 3,360,183
7 Capital gain net income (from Part IV, line 2)... 826,648
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........ 1,379,298 983,646  
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)....... 3,995 0   3,995
c Other professional fees (attach schedule).... 79,877 79,877   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 11,596 5,584   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 15 0   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 95,483 85,461   4,010
25 Contributions, gifts, grants paid....... 434,403 434,403
26 Total expenses and disbursements. Add lines 24 and 25 529,886 85,461   438,413
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 849,412
b Net investment income (if negative, enter -0-) 898,185
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......... 270,117 245,547 245,547
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)....... 6,529,462 Click to see attachment7,403,444 11,438,975
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) 6,799,579 7,648,991 11,684,522
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........... 6,799,579 7,648,991
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,799,579 7,648,991
30 Total liabilities and net assets/fund balances (see instructions). 6,799,579 7,648,991
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
6,799,579
2
Enter amount from Part I, line 27a .....................
2
849,412
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,648,991
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
7,648,991
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 PUBLICLY TRADED SECURITIES   2020-06-30 2020-12-31
b PUBLICLY TRADED SECURITIES   2018-06-30 2020-12-31
c PUBLICLY TRADED SECURITIES   2018-06-30 2020-12-31
d OTHER L/T GAIN      
e CAPITAL GAINS DIVIDENDS 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 633,398   663,460 -30,062
b 1,679,218   1,474,423 204,795
c 1,046,472   395,652 650,820
d 1,084     1,084
e 11     11
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       -30,062
b       204,795
c       650,820
d       1,084
e       11
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 2 826,648
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 12,485
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 12,485
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 12,485
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,000
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 5,000
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 7,485
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 2021 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 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)
    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 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 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
     
    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
     
    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 (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
    8,995,481
    b
    Average of monthly cash balances.......................
    1b
    250,681
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,246,162
    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
    9,246,162
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    138,692
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,107,470
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    455,374
    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
    455,374
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    12,485
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,485
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    442,889
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    442,889
    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
    442,889
    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
    438,413
    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
    438,413
    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
    438,413
    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 7 442,889
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 429,620
    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$ 438,413
    a Applied to 2019, but not more than line 2a 429,620
    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..... 8,793
    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 ..........
    434,096
    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).)
    ROBERT E DODS
    ELIZABETH DODS
    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
    UNITED COMMUNITY CENTERS INC
    PO BOX 1683
    BRADENTON,FL34206
    N/A PC GENERAL OPERATIONS 85,000
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607
    N/A PC GENERAL OPERATIONS 50,000
    STJOSEPH HIGH SCHOOL
    10900 W CERMAK RD
    WESTCHESTER,IL60154
    N/A NC GENERAL OPERATIONS 50,000
    CHRIST CHURCH OF LONGBOAT KEY INC
    PO BOX 10185
    LONGBOAT KEY,FL34228
    N/A NC GENERAL OPERATIONS 31,300
    STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
    2361 HYLAN BOULEVARD
    STATEN ISLAND,NY10306
    N/A PC GENERAL OPERATIONS 10,000
    ISRAEL TENNIS CENTERS FOUNDATION INC
    432 PARK AVENUE SOUTH NO 4TH FLOOR
    NEW YORK,NY10016
    N/A PC GENERAL OPERATIONS 10,000
    THE SALVATION ARMY
    PO BOX 1988
    BRADENTON,FL34206
    N/A SO I GENERAL OPERATIONS 10,000
    WESTCOAST BLACK THEATRE TROUPE
    1343 MAIN STREET SUITE 402
    SARASOTA,FL34236
    N/A PC GENERAL OPERATIONS 10,000
    HARVEST HOUSE
    3650 17TH STREET
    SARASOTA,FL34235
    N/A PC GENERAL OPERATIONS 10,000
    AMERICAN NATIONAL RED CROSS
    2025 E STREET NW
    WASHINGTON,DC20006
    N/A PC GENERAL OPERATIONS 10,000
    ALL FAITHS FOOD BANK INC
    8171 BLAIKIE CT
    SARASOTA,FL34240
    N/A PC GENERAL OPERATIONS 10,000
    AMERICARES FOUNDATION INC
    88 HAMITON AVE
    STAMFORD,CT06902
    N/A PC GENERAL OPERATIONS 10,000
    TURNING POINTS NETWORK
    11 SCHOOL STREET
    CLAREMONT,NH03743
    N/A PC GENERAL OPERATIONS 10,000
    BIBLE MISSION USA INC
    244 4654 STATE RD 64
    BRADENTON,FL34208
    N/A PC GENERAL OPERATIONS 10,000
    WOUNDED WARRIOR PROJECT INC
    4899 BELFOR RD SUITE 300
    JACKSONVILLE,FL32256
    N/A PC GENERAL OPERATIONS 10,000
    MOTE MARINE LABORATORY INC
    1600 KEN THOMPSON PKWY
    SARASOTA,FL34236
    N/A PC GENERAL OPERATIONS 7,500
    AGAPE FLIGHTS INC
    100 AIRPORT AVE
    VENICE,FL34285
    N/A PC GENERAL OPERATIONS 5,000
    CLIFFS RESIDENTS OUTREACH
    23-A RAPTOR WAY
    LANDRUM,SC29356
    N/A PC GENERAL OPERATIONS 5,000
    WORD OF LIFE CHRISTIAN CENTER
    3520 N BUFFALO DR
    LAS VEGAS,NV89129
    N/A NC GENERAL OPERATIONS 5,000
    BOBBY NICHOLS - FIDDLESTICKS CHARITY FOUNDATION
    15391 CANONGATE DRIVE
    FORT MYERS,FL33912
    N/A PC GENERAL OPERATIONS 5,000
    JUVENILE DIABETES RESEARCH FUND (JDRF)
    26 BROADWAY 15TH FLOOR
    NEW YORK,NY10004
    N/A PC GENERAL OPERATIONS 5,000
    THE BIG CAT HABITAT GULF COAST SANCTUARY INC
    PO BOX 50217
    SARASOTA,FL34232
    N/A PC GENERAL OPERATIONS 5,000
    CRISTO REY NETWORK
    11 EAST ADAMS STREET SUITE 800
    CHICAGO,IL60603
    N/A NC GENERAL OPERATIONS 5,000
    GRACES CLOSET
    PO BOX 126
    WALHALLA,SC29672
    N/A PC GENERAL OPERATIONS 5,000
    GOLDEN CORNOR FOOD PANTRY
    PO BOX 456
    SENECA,SC29679
    N/A PC GENERAL OPERATIONS 5,000
    COMMUNITY FOUNDATION OF SARASOTA COUNTY
    2635 FRUITVILLE ROAD
    SARASOTA,FL34237
    N/A PC GENERAL OPERATIONS 4,603
    BUILD INC
    5100 W HARRISON
    CHICAGO,IL60644
    N/A PC GENERAL OPERATIONS 2,500
    MAKE-A-WISH
    1702 EAST HIGHLAND AVE SUITE 400
    PHOENIX,AZ85016
    N/A PC GENERAL OPERATIONS 2,500
    SARASOTA MEMORIAL HEALTHCARE FOUNDATION
    1515 SO OSPREY AVE NO B4
    SARASOTA,FL34239
    N/A PC GENERAL OPERATIONS 2,500
    SPARCC
    2139 MAIN STREET
    SARASOTA,FL34237
    N/A PC GENERAL OPERATIONS 2,500
    RIDE TO WORK MINISTRY NONPROFIT INC
    PO BOX 1345
    SENECA,SC29679
    N/A PC GENERAL OPERATIONS 2,500
    BILLY GRAHAM EVANGELISTIC ASSOCIATION
    1 BILLY GRAPHAM PKWY
    CHARLOTTE,NC28201
    N/A PC GENERAL OPERATIONS 2,500
    PARALYZED VETERANS OF AMERICA
    801 EIGHTEENTH STREET NW
    WASHINGTON,DC20006
    N/A PC GENERAL OPERATIONS 2,000
    MOODY RADIO
    820 N LASALLE BLVD
    CHICAGO,IL60610
    N/A NC GENERAL OPERATIONS 2,000
    IN STRIDE THERAPY INC
    1629 RANCH ROAD
    NOKOMIS,FL34274
    N/A PC GENERAL OPERATIONS 2,000
    THE PINES OF SARASOTA FOUNDATION INC
    1501 N ORANGE AVENUE
    SARASOTA,FL34236
    N/A SO I GENERAL OPERATIONS 2,000
    OUR DAILY BREAD OF BRADENTON INC
    PO BOX 9544
    BRADENTON,FL34206
    N/A PC GENERAL OPERATIONS 2,000
    SCOTTISH RITE FOUNDATION OF FL USA INC
    PO BOX 5736
    WINTER PARK,FL32793
    N/A PC GENERAL OPERATIONS 2,000
    IGLESIA BAUTISTA HISPANA EL ALFA Y OMEGA
    300 F RUTHERFORD ST
    LAMDRUM,SC29356
    N/A NC GENERAL OPERATIONS 2,000
    CFK INC
    125 EAGLES NEST DR
    SENECA,SC29678
    N/A PC GENERAL OPERATIONS 2,000
    MEALS ON WHEELS
    550 W HILLSBOROUGH AVE
    TAMPA,FL33603
    N/A PC GENERAL OPERATIONS 2,000
    FAMILY PROMISE PICKENS CITY
    PO BOX 1165
    EASLEY,SC29641
    N/A PC GENERAL OPERATIONS 2,000
    JOHNS HOPKINS ALL CHILDRENS
    PO BOX 3142
    ST PETERSBURG,FL33731
    N/A PC GENERAL OPERATIONS 2,000
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON ROAD SUITE 200
    BETHESDA,MD20814
    N/A PC GENERAL OPERATIONS 2,000
    SOUTHEASTERN GUIDE DOGS INC
    4210 77TH STREET EAST
    PALMETTO,FL34221
    N/A PC GENERAL OPERATIONS 1,000
    ROTARY CLUB OF LBK
    PO BOX 8351
    LONGBOAT KEY,FL34228
    N/A PC GENERAL OPERATIONS 1,000
    HOPE SEEDS INC
    4501 MANATEE AVE WEST
    BRADENTON,FL34209
    N/A PC GENERAL OPERATIONS 1,000
    VETERANS OF FOREIGN WARS (VFW)
    PO BOX 758517
    TOPEKA,KS66675
    N/A PC GENERAL OPERATIONS 1,000
    ONE HEARTLAND
    2101 HENNEPIN AVE S200
    MINEAPOLIS,MN55405
    N/A PC GENERAL OPERATIONS 1,000
    SPECIAL OLYMPICS OF FLORIDA
    1915 DON WICKHAM DR
    CLERMONT,FL34711
    N/A PC GENERAL OPERATIONS 1,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 THIRD AVENUE
    NEW YORK,NY10017
    N/A PC GENERAL OPERATIONS 1,000
    FOCUS ON THE FAMILY
    8605 EXPLORER DRIVE
    COLORADO SPRINGS,CO80920
    N/A PC GENERAL OPERATIONS 1,000
    CONCERNED WOMEN FOR AMERICA
    1015 FIFTEENTH STREET
    WASHINGTON,DC20005
    N/A PC GENERAL OPERATIONS 1,000
    DISABLED AMERICAN VETERANS (DAV)
    3725 ALEXANDRIA PIKE
    COLD SPRING,KY41076
    N/A NC GENERAL OPERATIONS 1,000
    ST JUDE RESEARCH HOSPITAL INC
    4619 RAVEBSWOOD
    CHICAGO,IL60610
    N/A PC GENERAL OPERATIONS 1,000
    AMBASSADORS
    PO BOX 7758
    TEMPE,AZ85281
    N/A PC GENERAL OPERATIONS 500
    AMERICAN FAMILY ASSOCIATION INC
    PO DWR 2440
    TUPELO,MS38803
    N/A PC GENERAL OPERATIONS 500
    Total .................................bullet 3a 434,403
    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....     14 156,998  
    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 ............
        18 170,293  
    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).. 0 327,291 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    327,291
    (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
    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
    2020
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    ROBERT E DODS FAMILY FOUNDATION
     
    Employer identification number
    82-5068080
    Part I
    Contributors
    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

    $ 1,052,007


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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 $ 1,052,007 2020-12-10
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    ROBERT E DODS FAMILY FOUNDATION
    EIN:
    82-5068080
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 3,995 0   3,995

    TY 2020 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 20,287 16,524
    3M COMPANY 42,180 44,571
    A O SMITH 28,164 28,671
    ACCENTURE PLC IRELAND 28,989 46,234
    ACCENTURE PLC IRELAND 1,816 16,456
    ACTIVISION BLIZZARD INC 22,076 44,661
    ADECCO GROUP AG 3,976 5,290
    ADOBE INC 48,017 175,542
    ADVANCED ENERGY 3,537 8,049
    ADYEN N V ADR 22,486 27,979
    AGILENT TECHNOLOGIES INC 16,639 40,168
    AIA GROUP LTD SPON ADR 41,613 55,763
    AIR LEASE CORP CL A 18,653 19,767
    AIRBUS SE 6,428 4,781
    AKAMAI TECHNOLOGIES INC 10,145 21,103
    ALARM COM HOLDINGS INC 29,853 59,587
    ALBANY INTL CORP 9,471 9,838
    ALBEMARLE CORP 21,640 31,274
    ALCON INC 27,627 31,143
    ALGONQUIN POWER & UTILITIES 3,359 3,950
    ALIBABA GROUP HOLDING 8,225 16,524
    ALIBABA GROUP HOLDING 99,725 162,446
    ALIGN TECHNOLOGY INC 16,925 30,994
    ALPHABET INC 103,154 177,017
    ALPHABET INC 3,906 22,774
    ALTRA INDUSTRIAL MOTION 6,650 11,640
    ALTRIA GROUP INC 36,209 32,595
    AMADEUS IT GROUP SA ADS 33,040 31,634
    AMAZON.COM INC 99,848 172,617
    AMEDISYS INC 24,851 49,279
    AMERICOLD REALTY TRUST 28,634 31,619
    AMERISOURCEBERGEN CORP 12,164 19,845
    AMN HEALTHCARE SERVICES 28,610 34,398
    ANGLO AMERICAN PLC 6,720 8,820
    ANHUI CONCH CEMENT 3,771 6,754
    ANSYS INC 36,504 75,307
    ANSYS INC 16,856 58,208
    AON PLC 43,798 48,592
    AON PLC 20,258 20,704
    APPLIED MATERIALS INC 28,512 51,953
    ARCHROCK INC 4,927 5,603
    ARROW ELECTRONICS INC 16,692 20,628
    ASHTEAD GROUP PLC ADR 3,180 5,496
    ASML HOLDING NV 22,360 56,088
    ASML HOLDING NV 10,149 14,144
    ASPEN TECHNOLOGY INC 20,149 21,101
    ASTRAZENECA PLC 4,290 5,449
    AT&T INC 63,743 52,056
    ATLAS COPCO AB SPON ADR 22,070 31,874
    AUTODESK INC 13,538 58,625
    AUTOMATIC DATA 45,901 57,089
    AVALARA INC 27,532 33,143
    BANK OF AMERICA CORP 53,469 57,437
    BARRICK GOLD CORP 3,345 2,529
    BCE INC 64,655 62,702
    BERKSHIRE HATHAWAY INC 10,837 55,185
    BHP GROUP LTD 8,748 16,335
    BIO RAD LABS INC CL A 12,080 39,640
    BIO-TECHNE CORP 26,653 49,220
    BLACK KNIGHT INC 21,809 37,460
    BLACKLINE INC 24,984 53,352
    BNP PARIBAS 6,522 7,131
    BOOKING HOLDINGS INC 25,921 33,409
    BOSTON SCIENTIFIC CORP 15,331 17,772
    BOSTON SCIENTIFIC CORP 34,500 34,440
    BP PLC 8,539 5,089
    BROADCOM INC 37,620 48,601
    BROOKFIELD ASSET MGMT 4,402 5,943
    BURLINGTON STORES INC 40,212 58,326
    CABOT CORP 8,024 7,719
    CANADIAN NATIONAL 6,053 9,777
    CANADIAN PACIFIC 28,862 51,310
    CASELLA WASTE SYS INC 9,134 17,470
    CATALENT INC 8,091 22,167
    CBRE GROUP INC CL A 18,671 40,956
    CHEMED CORP NEW 28,942 55,391
    CHEVRON CORP 69,868 55,484
    CHUBB LTD 54,194 67,571
    CHUBB LTD 27,600 32,015
    CIMAREX ENERGY COMPANY 28,704 20,518
    CISCO SYSTEMS INC 28,522 45,869
    CITIGROUP ONC NEW 49,963 39,462
    CMC MATERIALS INC 10,085 15,433
    CMC MATERIALS INC 21,898 27,385
    COGNEX CORP 20,615 30,508
    COHERENT INC 5,805 6,901
    COMCAST CORP CL A NEW 35,587 42,077
    COMMONWEALTH BANK OF AUSTRALIA 4,535 5,962
    CONMED CORP 9,983 13,664
    CONOCOPHILLIPS 32,044 30,352
    CONTINENTAL RESOURCES 23,796 15,012
    CORE LABORATORIES NV 6,811 2,518
    CORNING INC 6,034 10,512
    CORPORATE OFFICE 9,368 8,815
    COSTAR GROUP INC 22,329 53,608
    CRACKER BARREL OLD COUNTRY STORE INC 9,881 11,081
    CRH PLC ADR 5,513 7,366
    CSL LTD 33,427 51,991
    CSL LTD 3,762 9,142
    CSX CORP 9,954 32,035
    CUMMINS INC 8,845 31,567
    D R HORTON INC 17,116 46,728
    DAIMLER AG 4,319 5,834
    DANONE 3,264 3,904
    DARDEN RESTAURANTS INC 20,765 44,313
    DARLING INGREDIENTS INC 8,944 24,456
    DENTSPLY SIRONA INC 24,475 26,861
    DEUTSCHE TELEKOM AG 3,417 4,092
    DIAGEO PLC NEW 25,161 34,303
    DIAGEO PLC NEW 6,002 5,876
    DMC GLOBAL INC 6,913 5,104
    DOLLAR GENL CORP NEW 13,337 38,695
    DOLLAR TREE INC 31,240 37,382
    DOVER CORP 16,386 26,639
    DOW INC 36,009 35,853
    DSV PANALPINA A/S 20,371 41,002
    DUKE ENERGY CORP NEW 29,569 31,680
    EASTMAN CHEMICAL CO 9,924 24,167
    EATON CORP PLC 21,490 28,233
    EATON VANCE CORP 710 2,717
    EATON VANCE CORP 17,110 32,471
    ELI LILLY & CO 17,989 43,223
    EMERGENT BIOSOLUTIONS 4,605 9,408
    EMERSON ELECTRIC CO 6,423 11,091
    ENEL SOCIETA PER AZIONI 6,845 8,800
    ENERSYS 10,506 10,715
    ENTEGRIS INC 5,775 20,373
    ENTERPRISE FINANCIAL 6,553 5,312
    EPAM SYSTEMS INC 33,007 77,404
    EXPEDITORS INTL WASH INC 6,846 17,310
    EXPERIAN PLC 30,127 46,881
    EXPONENT INC 23,098 28,449
    EXXON MOBIL CORP 69,651 36,892
    FACEBOOK INC CL A 98,380 177,827
    FASTENAL CO 36,467 57,326
    FERRARI NV NEW 16,481 25,477
    FERRARI NV NEW 4,596 5,738
    FIRST MERCHANTS CORP 8,594 8,866
    FIRSTCASH INC 13,716 11,276
    FIVE BELOW INC 35,809 67,892
    FLIR SYSTEMS INC 7,652 7,451
    FORMFACTOR INC 6,963 19,660
    FORTINET INC 26,879 33,716
    FRANKLIN ELECTRIC CO INC 8,529 13,634
    GATX CORP 11,564 21,876
    GATX CORP 5,272 9,150
    GENERAL DYNAMICS CORP 8,657 17,412
    GENERAL DYNAMICS CORP 36,396 31,847
    GENTEX CORP 16,640 25,855
    GENUINE PARTS CO 40,719 42,683
    GLOBAL PAYMENTS INC 40,156 53,424
    GLOBAL PAYMENTS INC 15,441 55,363
    GLOBANT S A 26,671 70,070
    GODADDY INC 43,017 54,498
    GODADDY INC 42,225 44,793
    GRAND CANYON EDUCATION 35,743 42,644
    GUIDEWIRE SOFTWARE INC 36,396 47,244
    HDFC BANK LTD 37,661 48,053
    HDFC BANK LTD 4,461 6,576
    HEALTHCARE SVCS GROUP 35,558 30,489
    HEALTHPEAK PPTYS INC 43,515 46,252
    HEARTLAND FINL USA INC 6,593 5,006
    HEICO CORP NEW 27,776 54,681
    HEXCEL CORP NEW 12,273 10,280
    HONEYWELL INTL INC 12,499 29,565
    HONG KONG EXCHANGES & 4,920 9,087
    HORACE MANN EDUCATORS 6,509 6,895
    HOULIHAN LOKEY INC 21,617 27,026
    HOULIHAN LOKEY INC 10,009 14,454
    IAC INTERACTIVE CORP 25,178 36,545
    ICON PLC 12,102 18,328
    IHS MARKIT LTD 18,422 17,966
    ING GROEP N V 9,658 7,099
    INTEL CORP 45,632 53,806
    INTERCONTINENTAL 13,485 50,728
    INTESA SANPAOLO SPA 3,456 4,302
    INTUIT INC 53,708 92,304
    INTUIT INC 5,248 18,993
    JACK HENRY & ASSOCIATES 20,390 18,953
    JBS S A 2,715 3,023
    JD.COM INC 4,518 6,065
    JOHNSON & JOHNSON 60,817 79,477
    JOHNSON CONTROLS INTL 54,190 63,083
    JPMORGAN CHASE & CO 43,793 73,065
    JPMORGAN CHASE & CO 16,226 29,734
    KB FINANCIAL GROUP INC 8,401 7,960
    KERING S A 5,087 6,955
    KEYCORP NEW 13,810 21,464
    KEYSIGHT TECHNOLOGIES 17,818 47,817
    KIMBERLY CLARK CORP 42,158 50,561
    KONINKLIJKE PHILIPS N V 3,973 5,796
    KONINKLIJKE PHILIPS N V 27,540 31,798
    KORNIT DIGITAL LTD 29,140 47,506
    L OREAL COMPANY ADR 5,004 7,158
    LABORATORY CORP OF AMER 16,145 24,222
    LENNOX INTL INC 18,186 21,370
    LITTELFUSE INC 8,734 12,478
    LONZA GROUP AG ADR 31,261 32,040
    LOWES COMPANIES INC 20,809 36,596
    LULULEMON ATHLETICA INC 22,233 35,499
    LVMH MOET HENNESSY LOUIS 28,430 50,516
    LVMH MOET HENNESSY LOUIS 3,431 12,972
    MANTECH INTERNATIONAL 7,650 12,363
    MASCO CORP 31,464 46,141
    MASCO CORP 16,772 35,705
    MASTERCARD INC CL A 27,981 29,983
    MEDTRONIC PLC 39,609 50,839
    MEITUAN 4,557 5,915
    MERCK & COMPANY INC NEW 39,575 56,851
    MERCADOLIBRE INC 23,916 58,633
    MERITAGE HOMES CORP 3,909 8,613
    METTLER TOLEDO INTL INC 17,108 31,911
    MICRON TECHNOLOGY INC 14,800 22,103
    MICROSOFT CORP 106,854 240,214
    MICROSOFT CORP 6,728 34,920
    MIDDLEBY CORP 16,110 17,533
    MOLINA HEALTHCARE INC 7,936 13,612
    MONOLITHIC POWER SYSTEM 3,851 11,719
    MONSTER BEVERAGE CORP 26,745 47,350
    MOOG INC CLASS A 6,010 5,868
    MORGAN STANLEY 39,208 68,941
    MUNICH RE GROUP 4,522 4,991
    MYRIAD GENETICS INC 15,373 8,820
    NATIONAL INSTRUMENTS 22,986 26,408
    NEOGEN CORP 24,208 31,720
    NESTLE S A 24,542 35,811
    NESTLE S A 6,068 17,434
    NESTLE S A 7,021 8,010
    NEUROCRINE BIOSCNCS INC 31,321 32,589
    NEW ORIENTAL EDUCATION 5,213 9,291
    NEXTERA ENERGY INC 27,178 78,693
    NIDEC CORP 6,244 11,539
    NINTENDO LTD 3,783 8,455
    NN GROUP NV 3,647 4,010
    NORTHERN TRUST CORP 21,491 22,819
    NOVARTIS AG 48,915 65,629
    OLLIES BARGAIN OUTLET HOLDINGS INC 25,032 31,236
    OMNICOM GROUP INC 23,717 20,520
    OPEN TEXT CORP 4,958 6,955
    ORTHOPEDIATRICS CORP 17,918 15,923
    PACCAR INC 12,310 23,123
    PACKAGING CORP OF 15,354 26,203
    PAYCOM SOFTWARE INC 25,561 61,506
    PAYLOCITY HOLDING CORP 17,070 29,239
    PAYPAL HOLDINGS INC 53,217 173,776
    PEBBLEBROOK HOTEL TRUST 10,711 8,667
    PEGASYSTEMS INC 39,294 60,100
    PEPSICO INC 12,831 18,982
    PERNOD RICARD S A 21,926 25,004
    PETROLEO BRASILEIRO SA 5,400 5,368
    PFIZER INC 51,348 59,375
    PHILIP MORRIS INTL INC 50,880 60,851
    PING AN INSURANCE GROUP 3,858 8,992
    PJSC LUKOIL 5,664 6,152
    PLEXUS GROUP 8,811 9,463
    PLURALSIGHT INC 28,152 26,724
    PPG INDUSTRIES INC 16,802 24,806
    PRA GROUP INC 14,927 16,102
    PROGRESSIVE CORP OH 16,467 21,358
    PROGRESSIVE CORP OH 16,063 43,309
    PROS HOLDINGS INC 16,952 29,091
    PROTO LABS INC 29,437 44,793
    QUEST DIAGNOSTICS INC 29,689 36,347
    RAYMOND JAMES 11,112 29,753
    RAYMOND JAMES 7,098 8,993
    RAYTHEON COMPANY NEW 33,710 42,548
    RECRUIT HLDGS CO LTD 2,716 3,187
    REINSURANCE GROUP 10,298 8,113
    REINSURANCE GROUP 14,114 23,875
    RENAISSANCERE HOLDINGS 13,484 20,064
    REPUBLIC SERVICES INC 17,551 46,802
    RESMED INC 23,706 44,638
    RITCHIE BROTHERS 24,509 45,277
    ROCHE HOLDING LIMITED 5,790 7,365
    ROLLINS INC 25,348 44,305
    RYDER SYSTEM INC 4,182 8,276
    SABRE CORP 9,359 13,510
    SANMINA CORP 9,573 11,704
    SAP SE 7,458 6,259
    SBA COMMUNICATIONS CORP 25,475 29,059
    SBERBANK RUSSIA 5,521 6,728
    SCHLUMBERGER LTD 23,768 11,985
    SCHWAB CHARLES CORP NEW 22,049 30,710
    SCOTTS MIRACLE-GRO CO 6,716 18,122
    SCOTTS MIRACLE-GRO CO 11,255 34,650
    SEALED AIR CORP NEW 11,085 21,476
    SENSATA TECHNOLOGIES 29,175 32,382
    SHIN ETSU CHEMICAL CO 6,401 10,467
    SHISEIDO LTD 6,319 6,168
    SHOPIFY INC 3,750 33,959
    SIEMENS A G SPON ADR 53,778 58,724
    SIKA AG 19,937 29,299
    SINGAPORE 3,394 3,686
    SIRIUS XM HLDGS INC 69,669 71,905
    SK TELECOM LTD 5,586 6,291
    SKYWORKS SOLUTIONS INC 36,211 54,578
    SMC CORP JAPAN 6,281 11,819
    SMITH & NEPHEW PLC NEW 2,453 3,500
    SMITH & NEPHEW PLC NEW 20,778 22,898
    SMITH & NEPHEW PLC NEW 27,971 27,495
    SNAP ON INC 10,360 27,040
    SONY CORP ADR NEW 25,592 39,732
    SONY CORP ADR NEW 4,755 7,684
    SOUTH STATE CORP 7,022 7,230
    STAG INDUSTRIAL INC 9,139 9,427
    STEELCASE INC 10,329 8,347
    STERICYCLE INC 29,000 34,041
    STERIS PLC 18,990 28,621
    STIFEL FINANCIAL CORP 19,305 29,267
    STIFEL FINANCIAL CORP 4,955 7,771
    SUMITOMO CORP 3,994 3,415
    SUNNY OPTICAL TECH 4,403 6,935
    SUZANO S A 4,338 6,082
    SYNEOS HEALTH INC 19,696 26,230
    SYNOPSYS INC 19,196 67,143
    SYSCO CORP 22,338 28,739
    SYSMEX CORP ADR 2,773 4,932
    TAIWAN SEMICONDUCTOR 28,165 70,658
    TAIWAN SEMICONDUCTOR 5,396 27,260
    TARGET CORP 30,267 72,201
    TECHTRONIC INDUSTRIES 2,705 12,131
    TELADOC HEALTH INC 17,955 41,192
    TELEDYNE TECHNOLOGIES 9,417 17,247
    TENCENT HOLDINGS LTD 12,054 19,195
    TENCENT HOLDINGS LTD 19,559 32,998
    TENCENT HOLDINGS LTD 62,645 162,615
    TIMKEN CO 6,851 13,538
    TJX COS INC NEW 9,798 37,286
    TJX COS INC NEW 14,157 28,409
    TOKIO MARINE HOLDINGS 3,445 3,850
    TRAVELERS COS INC 26,781 34,812
    TRUIST FINANCIAL CORP 56,557 52,483
    TRUSTMARK CORP 6,274 5,544
    TYLER TECHNOLOGIES INC 40,546 67,661
    UBS GROUP AG 3,288 4,013
    UNILEVER PLC 23,720 31,025
    UNILEVER PLC 40,923 51,910
    UNITED BANKSHARES INC WV 6,455 6,059
    UNITED FIRE GRP INC 6,866 3,338
    UNITED PARCEL SERVICE INC 34,566 36,206
    UNITEDHEALTH GROUP INC 6,562 32,263
    UNITEDHEALTH GROUP INC 43,873 51,550
    VERISK ANALYTICS INC 38,345 67,052
    VISA INC 38,773 118,989
    VOLKSWAGEN A G 6,331 6,881
    VOLVO AB 6,712 8,616
    WALGREENS BOOTS ALLIANCE 46,533 28,115
    WATSCO INC 16,638 20,616
    WEC ENERGY GROUP INC 19,351 30,094
    WELLTOWER INC 44,136 44,523
    WEST PHARMACEUTICAL 30,269 56,945
    WOLVERINE WORLD WIDE INC 10,117 9,625
    WOODWARD INC 17,615 34,028
    WORKIVA INC 28,366 44,252
    WUXI BIOLOGICS CAYMAN 2,338 7,814
    XILINX INC 16,973 49,194
    ZOETIS INC CL A 12,679 49,982
    ZTO EXPRESS CAYMAN INC 5,661 5,192

    TY 2020 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 15 0   15


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ROBERT E DODS FAMILY FOUNDATION
    EIN:
    82-5068080
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 79,877 79,877   0


    TY 2020 TaxesSchedule
    Name:
    ROBERT E DODS FAMILY FOUNDATION
    EIN:
    82-5068080
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 5,584 5,584   0
    FEDERAL TAX 6,012 0   0