Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$12,116,514J 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) 310,279
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 203,238 203,238  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 181,906
b Gross sales price for all assets on line 6a 2,721,876
7 Capital gain net income (from Part IV, line 2)... 467,356
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........ 695,423 670,594  
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
List of Attached Documents:
// Content
4,525 0   4,525
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
79,197 79,197   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,616 5,118   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15 0   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 92,353 84,315   4,540
25 Contributions, gifts, grants paid....... 538,000 538,000
26 Total expenses and disbursements. Add lines 24 and 25 630,353 84,315   542,540
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 65,070
b Net investment income (if negative, enter -0-) 586,279
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 379,407 257,607 257,607
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 7,996,387 Click to see attachment
List of Attached Documents:
// Content
8,142,986 		11,734,699
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
29,495 		28,251
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 85,181 Click to see attachment
List of Attached Documents:
// Content
95,957 		95,957
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,460,975 8,526,045 12,116,514
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 8,460,975 8,526,045
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 8,460,975 8,526,045
30 Total liabilities and net assets/fund balances (see instructions). 8,460,975 8,526,045
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
8,460,975
2
Enter amount from Part I, line 27a .....................
2
65,070
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,526,045
5
Decreases not included in line 2 (itemize) right arrow
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
8,526,045
Form 990-PF (2023)
Form 990-PF (2023)
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      
b PUBLICLY TRADED SECURITIES      
c PUBLICLY TRADED SECURITIES      
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 552,966   564,768 -11,802
b 1,858,608   1,659,737 198,871
c 309,741   24,829 284,912
d     5,186 -5,186
e 561     561
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       -11,802
b       198,871
c       284,912
d       -5,186
e       561
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 2 467,356
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
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 right arrow 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) 1 8,149
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 8,149
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 8,149
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 9,840
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 9,840
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,691
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,691 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowNONE AVAILABLE
14
The books are in care ofright arrowROBERT E DODS Telephone no.right arrow (941) 387-7733

Located atright arrow6011 GULF OF MEXICO DRIVELONGBOAT KEYFL ZIP+4right arrow342281705
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
PETE HENSELER DIRECTOR
1.00 		0 0 0
113 LEWIS LANE
WHEATON,IL60189
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
10,984,320
b
Average of monthly cash balances.......................
1b
350,405
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,334,725
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
11,334,725
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
170,021
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,164,704
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
558,235
Part X
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 IX, line 6..................
1
558,235
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,149
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,149
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
550,086
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
550,086
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 XII, line 1 ...
7
550,086
Part XI
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
542,540
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
542,540
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 550,086
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 537,511
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 542,540
a Applied to 2022, but not more than line 2a 537,511
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 2023 distributable amount..... 5,029
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		545,057
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

AGAPE FLIGHTS INC

100 AIRPORT AVE
VENICE,FL34285 		N/A PC GENERAL OPERATIONS 5,000

ALL FAITHS FOOD BANK INC

8171 BLAIKIE CT
SARASOTA,FL34240 		N/A PC GENERAL OPERATIONS 15,000

ALLEGHENY COLLEGE

520 N MAIN ST
MEADVILLE,PA16335 		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

AMERICARES FOUNDATION INC

88 HAMILTON AVE
STAMFORD,CT06902 		N/A PC GENERAL OPERATIONS 15,000

APRICITY SERVICE

1010 STROHMEYER DRIVE
NEENAH,WI54956 		N/A PC GENERAL OPERATIONS 1,000

BIBLE MISSION USA INC

244 4654 STATE RD 64
BRADENTON,FL34208 		N/A PC GENERAL OPERATIONS 5,000

BILLY GRAHAM EVANGELISTIC ASSOCIATION

1 BILLY GRAPHAM PKWY
CHARLOTTE,NC28201 		N/A PC GENERAL OPERATIONS 2,500

BOBBY NICHOLS - FIDDLESTICKS CHARITY FOUNDATION

15391 CANONGATE DRIVE
FORT MYERS,FL33912 		N/A PC GENERAL OPERATIONS 5,000

CHRIST CHURCH OF LONGBOAT KEY INC

PO BOX 10185
LONGBOAT KEY,FL34228 		N/A NC GENERAL OPERATIONS 43,800

CLIFFS RESIDENTS OUTREACH

23-A RAPTOR WAY
LANDRUM,SC29356 		N/A PC GENERAL OPERATIONS 10,000

CONCEPT SCHOOLS NFP

2250 E DEVON AVE SUITE 215
DES PLAINES,IL60018 		N/A PC GENERAL OPERATIONS 10,000

CONCERNED WOMEN FOR AMERICA

1015 FIFTEENTH STREET
WASHINGTON,DC20005 		N/A PC GENERAL OPERATIONS 2,000

CRISTO REY NETWORK

11 EAST ADAMS STREET SUITE 800
CHICAGO,IL60603 		N/A NC GENERAL OPERATIONS 5,000

CYSTIC FIBROSIS FOUNDATION

6931 ARLINGTON ROAD SUITE 200
BETHESDA,MD20814 		N/A PC GENERAL OPERATIONS 2,000

DISABLED AMERICAN VETERANS (DAV)

3725 ALEXANDRIA PIKE
COLD SPRING,KY41076 		N/A NC GENERAL OPERATIONS 1,000

FAMILY PROMISE PICKENS CITY

PO BOX 1165
EASLEY,SC29641 		N/A PC GENERAL OPERATIONS 2,000

FOCUS ON THE FAMILY

8605 EXPLORER DRIVE
COLORADO SPRINGS,CO80920 		N/A PC GENERAL OPERATIONS 1,000

GOLDEN CORNER FOOD PANTRY

PO BOX 456
SENECA,SC29679 		N/A PC GENERAL OPERATIONS 5,000

GRACES CLOSET

PO BOX 126
WALHALLA,SC29672 		N/A PC GENERAL OPERATIONS 100

HARVEST HOUSE

3650 17TH STREET
SARASOTA,FL34235 		N/A PC GENERAL OPERATIONS 15,000

HOPE SEEDS INC

4501 MANATEE AVE WEST
BRADENTON,FL34209 		N/A PC GENERAL OPERATIONS 2,000

ISRAEL CHILDREN'S CENTER

2151 WEST HILLSBORO
DEERFIELD BEACH,FL33442 		N/A PC GENERAL OPERATIONS 25,000

KIWANIS CLUB OF LONGBOAT KEY FOUNDATION

PO BOX 8097
LONGBOAT KEY,FL34228 		N/A PC GENERAL OPERATIONS 6,000

LAKEVIEW CHRISTIAN SCHOOL

5318 S WESTERN AVE
MARION,IN46953 		N/A PC GENERAL OPERATIONS 1,000

MAKE-A-WISH

1702 EAST HIGHLAND AVE SUITE 400
PHOENIX,AZ85016 		N/A PC GENERAL OPERATIONS 2,000

MEALS ON WHEELS

550 W HILLSBOROUGH AVE
TAMPA,FL33603 		N/A PC GENERAL OPERATIONS 2,000

MOODY RADIO

820 N LASALLE BLVD
CHICAGO,IL60610 		N/A NC GENERAL OPERATIONS 2,000

MOTE MARINE LABORATORY INC

1600 KEN THOMPSON PKWY
SARASOTA,FL34236 		N/A PC GENERAL OPERATIONS 7,500

NAVIGATORS

PO BOX 6097
ALBERT LEA,MN56007 		N/A PC GENERAL OPERATIONS 100

NATIONAL MULTIPLE SCLEROSIS SOCIETY

733 THIRD AVENUE
NEW YORK,NY10017 		N/A PC GENERAL OPERATIONS 2,000

ONE HEARTLAND

2101 HENNEPIN AVE S200
MINNEAPOLIS,MN55405 		N/A PC GENERAL OPERATIONS 1,000

OUR DAILY BREAD OF BRADENTON INC

PO BOX 9544
BRADENTON,FL34206 		N/A PC GENERAL OPERATIONS 5,000

OUR NEIGHBORHOODS PROMISE

PO BOX 21088
CHICAGO,IL60621 		N/A PC GENERAL OPERATIONS 5,000

PARALYZED VETERANS OF AMERICA

801 EIGHTEENTH STREET NW
WASHINGTON,DC20006 		N/A PC GENERAL OPERATIONS 2,000

PRAGER UNIVERSITY FOUNDATION

15021 VENTURA BOULEVARD NO 552
SHERMAN OAKS,CA91403 		N/A PC GENERAL OPERATIONS 2,000

RED CROSS

431 18TH STREET NW
WASHINGTON,DC20005 		N/A PC GENERAL OPERATIONS 10,000

RIDE TO WORK MINISTRY NONPROFIT INC

PO BOX 1345
SENECA,SC29679 		N/A PC GENERAL OPERATIONS 2,500

SAHIB SHRINERS

NOT DEDUCTIBLE
NOT DEDUCTIBLE,FL34232 		N/A NC GENERAL OPERATIONS 1,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		N/A PC GENERAL OPERATIONS 100,000

SARASOTA MEMORIAL HEALTHCARE FOUNDATION

1515 SO OSPREY AVE NO B4
SARASOTA,FL34239 		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

SOUTHEASTERN GUIDE DOGS INC

4210 77TH STREET EAST
PALMETTO,FL34221 		N/A PC GENERAL OPERATIONS 1,000

SPARCC

2139 MAIN STREET
SARASOTA,FL34237 		N/A PC GENERAL OPERATIONS 2,500

SPECIAL OLYMPICS OF FLORIDA

1915 DON WICKHAM DR
CLERMONT,FL34711 		N/A PC GENERAL OPERATIONS 1,000

ST JUDE RESEARCH HOSPITAL INC

4619 RAVENSWOOD
CHICAGO,IL60610 		N/A PC GENERAL OPERATIONS 2,000

ST STEPHENS EPISCOPAL

315 FORTY-FIRST STREET WEST
BRADENTON,FL34209 		N/A NC GENERAL OPERATIONS 5,000

THE CLASSICAL ACADEMY OF SARASOTA INC

8751 FRUITVILLE RD
SARASOTA,FL34240 		N/A PC GENERAL OPERATIONS 100,000

THE PINES OF SARASOTA FOUNDATION INC

1501 N ORANGE AVENUE
SARASOTA,FL34236 		N/A SO I GENERAL OPERATIONS 2,000

THE SALVATION ARMY

PO BOX 1988
BRADENTON,FL34206 		N/A SO I GENERAL OPERATIONS 10,000

THUNDER SOFTBALL CLUB

55 PENN RIDGE CT
NORTH LIBERTY,ID52317 		N/A PC GENERAL OPERATIONS 500

TUNNEL TO TOWERS FOUNDATION STEPHEN SILLER

2361 HYLAN BOULEVARD
STATEN ISLAND,NY10306 		N/A PC GENERAL OPERATIONS 25,000

TURNING POINTS NETWORK

11 SCHOOL STREET
CLAREMONT,NH03743 		N/A PC GENERAL OPERATIONS 20,000

VETERANS OF FOREIGN WARS (VFW)

PO BOX 758517
TOPEKA,KS66675 		N/A PC GENERAL OPERATIONS 1,000

WEST CITY CHURCH

PO BOX 1004
GREENVILLE,SC29602 		N/A NC GENERAL OPERATIONS 11,000

WESTCOAST BLACK THEATRE TROUPE

1343 MAIN STREET SUITE 402
SARASOTA,FL34236 		N/A PC GENERAL OPERATIONS 10,000

WORD OF LIFE CHRISTIAN CENTER

3520 N BUFFALO DR
LAS VEGAS,NV89129 		N/A NC GENERAL OPERATIONS 7,500

WOUNDED WARRIOR PROJECT INC

4899 BELFOR RD SUITE 300
JACKSONVILLE,FL32256 		N/A PC GENERAL OPERATIONS 10,000
Total .................................right arrow 3a 538,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ....     14 203,238  
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 ............ 		    18 181,906  
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) .. 0 385,144 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
385,144
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 310,279


(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) (2023)
Schedule B (Form 990) (2023)
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 $ 310,279 2023-05-23
(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
ROBERT E DODS FAMILY FOUNDATION
EIN:
82-5068080
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 4,525 0   4,525

TY 2023 InvestmentsCorpBondsSchedule
Name:
ROBERT E DODS FAMILY FOUNDATION
EIN:
82-5068080
Name of Bond End of Year Book Value End of Year Fair Market Value
COPT DEFENSE PROPERTIES NEW 9,286 8,612
THERMO FISHER SCIENTIFIC INC 20,209 19,639

TY 2023 InvestmentsCorpStockSchedule
Name:
ROBERT E DODS FAMILY FOUNDATION
EIN:
82-5068080
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLS IRELAND CL A NEW 21,799 37,898
ACCENTURE PLC IRELAND CL A NEW 85,148 100,009
ACV AUCTIONS INC CL A 17,085 14,468
ADOBE INC 38,171 133,638
ADVANCED ENERGY INDUSTRIES INC 6,164 11,763
ADVANTEST CORP SPONSORED ADR NEW 26,913 23,085
ADYEN N V ADR 48,181 42,234
AGILENT TECHNOLOGIES INC 11,426 40,597
AIR LEASE CORP CL A 41,314 41,479
AIRBUS SE 7,863 9,257
AKAMAI TECHNOLOGIES INC 31,185 49,944
ALARM COM HOLDINGS INC 16,956 24,556
ALBANY INTL CORP 9,560 13,260
ALBEMARLE CORP 14,693 22,394
ALIBABA GROUP HOLDING 8,225 5,503
ALIGN TECHNOLOGY INC 28,769 30,962
ALPHABET INC 68,762 178,664
ALPHABET INC 31,111 41,069
ALTRIA GROUP INC 36,209 32,070
AMAZON.COM INC 129,758 198,434
AMERICOLD REALTY TRUST 40,690 37,656
AMKOR TECHNOLOGY INC 7,528 11,312
AMN HEALTHCARE SERVICES 8,333 11,831
ANSYS INC 32,436 70,399
ANSYS INC 8,711 48,626
AON PLS CL A 26,052 33,758
APPLIED MATERIALS INC 7,978 33,062
ARCH CAPTIAL GROUP LTD 7,977 16,414
ARCH CAPITAL GROUP LTD 29,832 31,490
ARCHROCK INC 2,931 6,992
ARISTA NETWORKS INC 75,914 119,404
AAR CORP 8,966 15,038
ARROW ELECTRONICS INC 24,667 35,208
ASM INTERNATIONAL N V 22,481 36,344
ASML HOLDING NV 7,503 34,061
ASML HOLDING NV NY REGISTRY SHS NEW 2012 3,712 9,083
ASML HOLDING NV NY REGISTRY SHS NEW 2012 61,903 85,532
ASTRAZENECA PLC SPONSORED ADR 31,375 31,789
ASTRAZENECA PLC SPONSORED ADR 8,671 11,719
AT&T INC 62,922 44,702
ATLAS COPCO AB SPON ADR REPSTG COM SER A 8,627 20,583
ATLASSIAN CORP PLC CL A 49,053 46,145
AUTODESK INC 72,615 83,027
AUTOMATIC DATA 22,184 38,440
AVERY DENNISON CORP 39,067 45,486
AXA SA SPONSORED ADR 4,784 5,393
BAE SYSTEMS PLC SPON ADR 9,292 12,373
BAE SYSTEMS PLC SPON ADR 36,910 41,456
BAIDU INCSPON ADR REPSTG ORD SHS 7,922 5,835
BANK OF AMERICA CORP 62,087 72,550
BCE INC 64,655 57,692
BERKSHIRE HATHAWAY INC CL B NEW 2,933 45,296
BIO RAD LABS INC CL A 24,000 31,643
BIO-TECHNE CORP 23,930 45,061
BLACKLINE INC 22,275 23,477
BLACKROCK INC 17,900 24,354
BOOKING HOLDINGS INC 22,381 46,114
BOSTON PROPERTIES INC 33,153 29,612
BOSTON SCIENTIFIC CORP 35,856 56,307
BOX INC CL A 10,807 10,321
BROADCOM INC 21,409 72,556
BROADRIDGE FINANCIAL SOLUTIONS 32,108 35,801
BYD CO LTD UNSPON ADR 8,875 7,461
CABOT CORP 8,332 14,780
CANADIAN NATURAL RES LTD 15,678 15,725
CANADIAN PACIFIC KANSAS CITY LTD 24,884 45,697
CARLISLE COMPANIES INC 28,526 38,741
CARMAX INC 34,588 30,466
CARRIER GLOBAL CORP 28,603 36,883
CASELLA WASTE SYS INC CL A 6,898 19,143
CATALENT INC 59,032 33,832
CBRE GROUP INC CL A 14,803 54,737
CCC INTELLIGENT SOLUTIONS HOLDINGS INC 19,649 19,636
CDW CORP 18,365 24,096
CENCORA INC 12,164 41,692
CENTRAL JAPAN RAILWAY COMPANY ADR 5,257 5,799
CERTARA INC 33,159 16,306
CHAMPIONX CORP 21,483 22,346
CHARLES RIVER LAB INTL 38,784 34,278
CHEESECAKE FACTORY INC 12,591 12,043
CHEVRON CORP 47,115 70,702
CHIPOTLE MEXICAN GRILL INC CL A 45,944 54,887
CHUBB LTD 54,194 99,214
CISCO SYSTEMS INC 47,860 70,172
CITIGROUP ONC NEW 49,963 32,922
COGNEX CORP 26,242 21,663
COMCAST CORP CL A NEW 62,712 69,064
COMPASS GROUP PLC SPONS ADR NEW JUNE 2017 23,326 22,943
CONMED CORP 12,220 15,550
CONOCOPHILLIPS 30,318 78,812
CORE LABORATORIES NV 13,539 7,082
COSTAR GROUP INC 33,950 64,669
COTERRA ENERGY INC 11,029 36,085
CRACKER BARREL OLD COUNTRY STORE INC 13,872 9,173
CROWN CASTLE INC 37,251 46,191
CSX CORP 15,748 43,233
CTS CORP 9,958 10,148
CUMMINS INC 8,611 33,061
DAIICHI SANKYO CO LTD SPON ADR LEVEL 1 4,837 4,786
DARDEN RESTAURANTS INC 15,665 53,562
DARLING INGREDIENTS INC 5,126 12,111
DBS GROUP HLDGS LTD SPON ADR 9,171 10,227
DENTSPLY SIRONA INC 37,393 30,714
DEUTSCHE TELEKOM AG 12,145 16,553
DIAGEO PLC NEW 25,161 31,463
DIODES INC 8,774 9,662
DMC GLOBAL INC 6,771 2,183
DOLLAR GENL CORP NEW 23,039 31,540
DOLLAR TREE INC 18,863 31,109
DOUBLEVERIFY HOLDINGS INC 22,706 29,755
DOVER CORP 25,541 42,452
DOW INC 65,246 64,602
DR HORTON INC 4,350 57,600
DUKE ENERGY CORP NEW 69,498 73,944
EASTMAN CHEMICAL CO 21,794 34,850
EATON CORP PLC 5,765 15,412
ELBIT SYSTEMS LTD 7,672 9,596
ENERSYS 10,696 13,226
ENSIGN GROUP INC 27,940 34,000
ENTEGRIS INC 19,547 28,996
ENTEGRIS INC 2,152 9,466
ENTEGRIS INC 23,083 27,079
ENTEGRIS INC 46,807 54,638
ENTERPRISE FINANCIAL SERVICES CORP 11,178 10,850
ENVESTNET INC 11,050 8,864
EPAM SYSTEMS INC 28,254 18,138
EPAM SYSTEMS INC 64,586 59,765
EURONAV NV ANTWERPEN 7,407 8,021
EVOLUTION AB UNSPON ADR 41,420 31,763
EXPERIAN PLC ADR 17,220 31,696
EXPONENT INC 21,535 26,148
EXXON MOBIL CORP 69,651 89,482
FASTENAL CO 25,841 61,532
FERGUSON PLC 25,986 33,208
FERGUSON PLC 37,538 57,342
FERRARI NV NEW 24,629 50,765
FIRST MERCHANTS CORP 12,867 13,460
FIRSTCASH HOLDINGS INC 14,098 17,993
FISERV INC 56,775 68,944
FIVE BELOW INC 23,221 65,440
FIVE9 INC 30,925 15,738
FLOOR & DECOR HOLDINGS INC CL A 31,287 38,377
FLOWSERVE CORP 8,118 13,355
FORMFACTOR INC 5,990 16,684
FORTINET INC 29,524 29,382
FOUR CORNERS PROPERTY TRUST INC 7,531 7,464
FRANKLIN ELECTRIC CO INC 7,620 17,010
FRESENIUS MEDICAL CARE AG & CO KGAA SPON ADR REPSTG SHS 31,547 17,581
FRESHPET INC 20,018 17,352
FUJIFILM HOLDINGS CORP ADR 9,748 10,156
GALAXY ENTERTAINMENT GROUP LTD ADR 5,597 4,684
GATX CORP 11,564 31,618
GATX CORP 5,272 13,224
GENERAL DYNAMICS CORP 15,596 41,288
GENERAL DYNAMICS CORP 57,101 79,199
GENUINE PARTS CO 40,719 58,863
GLENCORE PLC UNSPON ADR 7,386 10,986
GLOBAL PAYMENTS INC 15,441 32,639
GLOBANT S A 23,083 72,108
GODADDY INC 17,464 34,502
GRAND CANYON EDUCATION 31,945 55,325
GRID DYNAMICS HOLDINGS 30,752 15,463
GUIDEWIRE SOFTWARE INC 33,902 37,728
HDFC BANK LTD 8,883 10,738
HEALTHPEAK PPTYS INC 57,736 41,441
HEARTLAND FINL USA INC 12,387 8,989
HEICO CORP NEW 24,563 69,402
HELEN OF TROY LTD BERMUDA 9,751 10,148
HELMERICH & PAYNE INC 8,514 9,671
HELMERICH & PAYNE INC 29,042 23,362
HEXCEL CORP NEW 14,529 18,364
HEXCEL CORP NEW 25,262 31,491
HITACHI LTD ADR 10 COM 5,148 7,084
HORACE MANN EDUCATORS 6,509 5,363
HOULIHAN LOKEY INC 8,570 22,423
HOULIHAN LOKEY INC 18,256 41,729
HOYA CORP SPON ADR 4,728 5,603
HSBC HOLDINGS PLC SPONSORED ADR NEW 9,981 12,000
ICICI BANK LIMITED SPONSORED ADR 26,232 28,346
ICICI BANK LIMITED SPONSORED ADR 8,631 10,490
ICON PLC 33,158 49,254
INFINEON TECHNOLOGIES AG SPONSORED ADR 10,367 11,634
ING GROEP N V SPONSORED ADR 4,023 5,678
INPEX CORP UNSPONSORED ADR 9,576 12,181
INTEL CORP 45,632 54,270
INTEGER HLDGS CORP 11,810 16,249
INTERCONTINENTAL 8,052 49,702
INTUIT INC 63,784 136,257
JACK HENRY & ASSOCIATES 18,955 17,812
JBS S A 9,336 9,816
JOHNSON & JOHNSON 67,894 83,072
JOHNSON CONTROLS INTL 51,783 71,301
JPMORGAN CHASE & CO 28,860 73,823
KB FINANCIAL GROUP INC SPON ADR REPSTG 1 COM 10,814 10,922
KENVUE INC 58,750 61,791
KEYCORP NEW 28,693 33,955
KEYSIGHT TECHNOLOGIES 9,991 46,932
KINSALE CAPITAL GROUP INC 14,818 17,415
KONINKLIJKE PHILIPS N V NEW 2000 SPON ADR 33,935 24,287
KORNIT DIGITAL LTD 20,733 8,258
LOREAL COMPANY ADR 28,226 30,320
LABORATORY CORP OF AMER 24,927 38,639
LINDE PLC 36,222 48,874
LINDE PLC 7,522 9,446
LINDE PLC NEW 22,050 27,518
LITTELFUSE INC 8,993 13,378
LONDON STOCK EXCHANGE GROUP ADR 5,082 6,804
LOWES COMPANIES INC 20,809 50,741
LUMENTUM HOLDINGS INC 50,415 29,460
LVMH MOET HENNESSY LOUIS VUITTON ADR 12,794 33,790
LVMH MOET HENNESSY LOUIS VUITTON ADR 1,650 8,123
MARUBENI CORP ADR 4,792 5,173
MASCO CORP 23,389 52,847
MASCO CORP 20,391 39,920
MASTERCARD INC CL A 41,298 51,181
MEDPACE HOLDINGS INC 14,054 30,346
MEDTRONIC PLC 72,450 61,208
MERCADOLIBRE INC 40,084 44,003
MERCK & COMPANY INC NEW 37,687 75,769
MERITAGE HOMES CORP 3,045 14,110
METHODE ELECTRONICS INC CLASS A 8,792 4,455
MICRON TECHNOLOGY INC 30,932 45,657
MICROSOFT CORP 5,001 43,997
MICROSOFT CORP 43,087 220,735
MONSTER BEVERAGE CORP NEW 19,804 45,627
MOOG INC CLASS A 7,388 13,465
MORGAN STANLEY 30,750 73,574
MS&AD INSURANCE GROUP HOLDINGS ADR 7,982 10,308
MURPHY OIL CORP 21,672 22,524
NEOGEN CORP 22,673 15,243
NESTLE S A SPON ADR REPSTG REG SHS 17,903 27,867
NESTLE S A SPON ADR REPSTG REG SHS 7,369 8,210
NEUROCRINE BIOSCNCS INC 44,311 62,191
NEXTERA ENERGY INC 27,178 61,955
NORTHERN TRUST CORP 27,544 26,158
NOVARTIS AG 46,358 70,174
NOVO NORDISK AS ADR 22,656 46,139
NOVO NORDISK AS ADR 4,777 5,069
NUTRIEN LTD 10,695 8,337
NVIDIA CORP 91,558 178,279
OCEANEERING INTL INC 9,480 12,023
OMNICOM GROUP INC 24,150 28,981
OPTION CARE HEALTH INC NEW 17,579 18,260
PACKAGING CORP OF AMERICA 15,223 30,790
PAN PAC INTL HOLDINGS CORP ADR 6,885 8,428
PARSONS CORP 14,767 21,572
PAYCOM SOFTWARE INC 20,358 14,264
PAYCOM SOFTWARE INC 33,685 35,556
PAYLOCITY HOLDING CORP 31,538 37,916
PDD HOLDINGS INC ADR 7,001 13,168
PEBBLEBROOK HOTEL TRUST 6,031 5,289
PEDIATRIX MEDICAL GROUP INC 15,623 5,403
PFIZER INC 52,551 45,575
PHILIP MORRIS INTL INC 50,880 69,149
PLEXUS GROUP 6,998 10,489
PRIVIA HEALTH GROUP INC 21,986 18,746
PROGRESSIVE CORP OH 5,594 43,006
PROGRESSIVE CORP OH 9,846 20,706
PROGYNY INC 25,194 23,014
PRUDENTIAL PLC ADR 10,401 8,284
RAYMOND JAMES FINANCIAL INC 7,961 46,161
RB GLOBAL INC 24,842 44,883
RECKITT BENCKISER PLC SPONSORED ADR 5,175 5,098
REINSURANCE GROUP AMERICA INC NEW 11,447 14,560
REINSURANCE GROUP AMERICA INC NEW 20,715 43,357
RENAISSANCERE HOLDINGS 26,161 38,612
RENESAS ELECTRONICS CORP ADR REPSTG 1/2 7,932 10,987
REPLIGEN CORP 23,376 25,352
REPUBLIC SERVICES INC 8,335 64,645
RHEINMETALL AG ADR 4,941 5,761
ROCHE HOLDING LIMITED 8,617 8,623
ROLLINS INC 15,353 38,037
RTX CORP 45,187 62,011
RYDER SYSTEM INC 2,684 9,895
SABRE CORP 13,161 6,996
SANDOZ GROUP AG SPONS ADS 4,767 4,994
SAFRAN S A SPON ADR 35,812 35,922
SANOFI SPON ADR 4,752 4,227
SANTOS LTD SPON ADR 9,770 10,236
SAP SE SPON ADR 14,807 21,333
SBA COMMUNICATIONS CORP 36,870 39,068
SCHLUMBERGER LTD 9,275 13,634
SCHNEIDER ELECTRIC SE ADR 22,527 29,127
SCHWAB CHARLES CORP NEW 51,736 54,352
SCHWAB CHARLES CORP NEW 38,266 56,829
SCOTTS MIRACLE-GRO CO 48,073 35,636
SCOTTS MIRACLE-GRO CO 10,722 11,220
SEALED AIR CORP NEW 19,349 24,322
SENSATA TECHNOLOGIES 37,086 28,065
SEVEN & I HOLDINGS COMPANY LTD ADR 7,327 6,944
SHELL PLC SPONSORED ADR REPSTG ORD SHS 13,736 16,253
SIEMENS A G SPON ADR 45,738 65,759
SIEMENS A G SPON ADR 9,892 10,944
SK TELECOM LTD SPON ADR NEW 13,500 9,844
SKYWORKS SOLUTIONS INC 34,150 38,448
SMITH & NEPHEW PLC NEW SPONS ADR 27,668 20,651
SNAP ON INC 10,360 45,637
SONY GROUP CORP ADR NEW 36,033 49,902
SOUTH STATE CORP 12,301 14,779
SPIRIT AEROSYSTEMS HOLDINGS INC CLASS A 47,071 45,636
SPS COMMERCE INC DELAWARE 21,671 33,147
SPX TECHNOLOGIES INC 8,276 15,556
SQUARESPACE INC 19,513 21,423
STAG INDUSTRIAL INC 11,636 14,408
STAR BULK CARRIERS CORP 7,284 8,185
STELLANTIS N V 4,015 7,719
STERICYCLE INC 29,000 24,334
STERIS PLC 15,691 28,361
STIFEL FINANCIAL CORP 19,212 39,969
STIFEL FINANCIAL CORP 4,858 10,442
SUMITOMO MITSUI FINL GRP INC 7,739 9,448
SUZANO S A SPON ADR 6,453 8,054
SYNOPSYS INC 3,446 56,125
SYSCO CORP 22,125 28,082
SYSCO CORP 20,797 21,573
TAIWAN SEMICONDUCTOR 1,956 14,456
TARGET CORP 38,203 57,823
TECHNIPFMC PLC 7,015 9,889
TENARIS S A SPON ADR 5,187 5,318
TENCENT HOLDINGS LTD 6,845 5,442
THOMSON REUTERS CORP NO PAR 22,128 27,489
TIMKEN CO 4,581 9,378
TJX COS INC NEW 4,390 12,195
TOAST INC CL A 24,303 19,794
TJX COS INC NEW 2,276 34,991
TRAVELERS COS INC 26,781 47,242
TRINET GROUP INC 5,121 7,374
TRUIST FINANCIAL CORP 63,307 47,738
TRUSTMARK CORP 11,804 10,901
TYLER TECHNOLOGIES INC 36,824 61,046
UBS GROUP AG 25,926 25,987
ULTA BEAUTY INC 30,661 35,769
UNICREDIT SPA ADR NEW 2017 4,747 8,308
UNILEVER PLC 24,217 26,131
UNILEVER PLC 53,669 54,443
UNITED BANKSHARES INC WV 12,734 13,706
UNITED COMMUNITY BANK BLAIRSVILLE GA 13,111 12,289
UNITED FIRE GRP INC 6,925 2,716
UNITED PARCEL SERVICE INC 43,398 41,037
UNITEDHEALTH GROUP INC 7,245 35,800
VEOLIA ENVIRONMENT 8,955 11,805
VERISK ANALYTICS INC 6,309 21,497
VICI PROPERTIES INC 53,043 54,228
VISA INC CL A 17,404 103,619
WASTE CONNECTIONS INC 19,011 21,047
WASTE CONNECTIONS INC 7,737 8,807
WATSCO INC 15,227 36,420
WEC ENERGY GROUP INC 19,256 27,439
WEST PHARMACEUTICAL 20,975 58,804
WOLVERINE WORLD WIDE INC 10,190 2,756
WOODWARD INC 17,728 38,253
WORKIVA INC 26,292 46,196
ZOOMINFO TECHNOLOGIES INC 18,075 9,393

TY 2023 InvestmentsOtherSchedule2
Name:
ROBERT E DODS FAMILY FOUNDATION
EIN:
82-5068080
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
VANGUARD TREASURY MONEY MARKET INVESTOR CL AT COST 95,957 95,957

TY 2023 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 2023 OtherProfessionalFeesSchedule
Name:
ROBERT E DODS FAMILY FOUNDATION
EIN:
82-5068080
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 79,197 79,197   0


TY 2023 TaxesSchedule
Name:
ROBERT E DODS FAMILY FOUNDATION
EIN:
82-5068080
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 5,118 5,118   0
FEDERAL TAX 3,498 0   0