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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
RobyDodd Family Charitable Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

82-3237505
B Telephone number (see instructions)

(800) 839-1754
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$1,889,975J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 317 317  
4 Dividends and interest from securities... 24,509 24,509  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 151,990
b Gross sales price for all assets on line 6a 473,880
7 Capital gain net income (from Part IV, line 2)... 236,262
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)....... Click to see attachment
List of Attached Documents:
// Content
31,495 31,495  
12 Total. Add lines 1 through 11........ 208,311 292,583  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
7,087 7,087    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,500      
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
14,965 729   14,236
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,552 7,816   14,236
25 Contributions, gifts, grants paid....... 411,950 381,950
26 Total expenses and disbursements. Add lines 24 and 25 440,502 7,816   396,186
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -232,191
b Net investment income (if negative, enter -0-) 284,767
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 64,168 24,249 24,249
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 arrow350,000
Less: allowance for doubtful accounts right arrow   350,000 Click to see attachment
List of Attached Documents:
// Content
350,000 		350,000
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)....... 1,165,230 Click to see attachment
List of Attached Documents:
// Content
969,313 		1,465,880
c Investments—corporate bonds (attach schedule).......      
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).......... 44,387 Click to see attachment
List of Attached Documents:
// Content
48,032 		49,846
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) 1,623,785 1,391,594 1,889,975
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...........    
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 1,623,785 1,391,594
29 Total net assets or fund balances (see instructions)..... 1,623,785 1,391,594
30 Total liabilities and net assets/fund balances (see instructions). 1,623,785 1,391,594
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
1,623,785
2
Enter amount from Part I, line 27a .....................
2
-232,191
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,391,594
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,391,594
Form 990-PF (2024)
Form 990-PF (2024)
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
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 473,880   237,618 236,262
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       236,262
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 236,262
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 3,958
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  
3 Add lines 1 and 2........................... 3 3,958
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,958
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,774
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 300
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,074
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 10 116
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow116 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowCT
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 2024 or the taxable year beginning in 2024? 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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
Yes
 
(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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
Gabriella R Dodd Dir, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Georgia G Dodd Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Lawrence R Dodd Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Leah R Dodd Dir, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Anne K Roby Pres, Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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 arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
1,582,010
b
Average of monthly cash balances.......................
1b
45,938
c
Fair market value of all other assets (see instructions)................
1c
399,846
d
Total (add lines 1a, b, and c).........................
1d
2,027,794
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,027,794
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
30,417
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,997,377
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
99,869
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
99,869
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,958
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,958
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
95,911
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
95,911
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
95,911
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
396,186
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
396,186
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 95,911
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 46,681
b From 2020...... 110,818
c From 2021...... 179,781
d From 2022...... 82,533
e From 2023...... 236,880
f Total of lines 3a through e ........ 656,693
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 396,186
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 95,911
e Remaining amount distributed out of corpus 300,275
5 Excess distributions carryover applied to 2024.    
(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 5 956,968
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		46,681
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		910,287
10 Analysis of line 9:
a Excess from 2020.... 110,818
b Excess from 2021.... 179,781
c Excess from 2022.... 82,533
d Excess from 2023.... 236,880
e Excess from 2024.... 300,275
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
Anne K Roby
Lawrence R Dodd
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

A BETTER CHANCE IN RIDGEFIELD INC

32 FAIRVIEW AVE
RIDGEFIELD,CT06877 		N/A PC General & Unrestricted 5,000

ACT OF CONNECTICUT INC

36 OLD QUARRY RD
RIDGEFIELD,CT06877 		N/A PC General & Unrestricted 10,000

CAGV-EDUCATION FUND INC

PO BOX 123
RIDGEFIELD,CT06877 		N/A PC General & Unrestricted 5,000

DANBURY HOSPITAL & NEW MILFORD HOSPITAL FOUNDATION

24 HOSPITAL AVE
DANBURY,CT06810 		N/A PC General & Unrestricted 5,000

FAMILY JUSTICE CENTER OF ERIE COUNTY INC

438 MAIN ST STE 201
BUFFALO,NY14202 		N/A PC General & Unrestricted 5,000

FINE ARTS RADIO INC

PO BOX 920
MONROE,CT06468 		N/A PC General & Unrestricted 100

FIRST CONGREGATIONAL CHURCH OF RIDGEFIELD CONNECT

103 MAIN ST
RIDGEFIELD,CT06877 		N/A PC Laundry Love 3,000

HIM FOR HER INC

1889 HARRISON ST UNIT 741
OAKLAND,CA94612 		N/A PC General & Unrestricted 2,500

HUMAN RIGHTS CAMPAIGN FOUNDATION

1640 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		N/A PC Charitable Event 50,000

MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH

GRAND CENTRAL STA PO BOX 4777
NEW YORK,NY10163 		N/A PC Supporting research for developing a novel platform for patient selection and disease tracking using super-resolution microscopy and AI 34,000

MIRIAMS KITCHEN

2401 VIRGINIA AVE NW
WASHINGTON,DC20037 		N/A PC General & Unrestricted 2,500

NATIONAL ACADEMY OF ENGINEERING FUND

2101 CONSTITUTION AVE NW NAS 3
WASHINGTON,DC20418 		N/A SO I NAEF Beckman Center Operations Endowment Fund 20,000

NORTH SALEM OPEN LAND FOUNDATION INC

PO BOX 176
NORTH SALEM,NY10560 		N/A PC Charitable Event 7,500

NORTHERN DUTCHESS HOSPITAL

6511 SPRING BROOK AVE
RHINEBECK,NY12572 		N/A PC Kayla Wilson Breast Cancer Survivorship Fund 10,000

NORWALK HOSPITAL FOUNDATION INC

34 MAPLE ST
NORWALK,CT06856 		N/A PC Charitable Event 10,000

NUVANCE HEALTH

45 READE PL
POUGHKEEPSIE,NY12601 		N/A SO III FI Health, Equity, Diversity and Inclusion Program 25,000

PLANNED PARENTHOOD GULF COAST INC

4600 GULF FWY
HOUSTON,TX77023 		N/A PC General & Unrestricted 2,500

PROSPECTS OPPORTUNITY AND ENRICHMENT INC

25 PROSPECT ST
RIDGEFIELD,CT06877 		N/A PC General & Unrestricted 5,000

RIDGEFIELD OPERATION FOR ANIMAL

45 S ST
RIDGEFIELD,CT06877 		N/A PC General & Unrestricted 5,000

ROSWELL PARK ALLIANCE FOUNDATION

ELM AND CARLTON ST
BUFFALO,NY14263 		N/A PC Charitable Event 28,000

SAMUEL READY SCHOLARSHIPS INC

PO BOX 202
RIDERWOOD,MD21139 		N/A SO III NFI Expenditure Responsibility Grant 30,000

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306 		N/A PC For support of Houston Veteran's Housing 5,000

THE CENTER FOR EMPOWERMENT AND EDUCATION INC

DANBURY INC 2 WEST ST
DANBURY,CT06810 		N/A PC General & Unrestricted 15,000

THE CHILD AND FAMILY GUIDANCE CENTER INC

180 FAIRFIELD AVE
BRIDGEPORT,CT06604 		N/A PC General & Unrestricted 5,000

THE NEW AMERICAN DREAM FOUNDATION INC

57 N ST
DANBURY,CT06810 		N/A PC Charitable Event 7,500

THE NEW AMERICAN DREAM FOUNDATION INC

57 N ST
DANBURY,CT06810 		N/A PC Emergency Fund 20,000

VASSAR BROTHERS MEDICAL CENTER

45 READE PL
POUGHKEEPSIE,NY12601 		N/A PC General & Unrestricted 2,500

VILLANOVA UNIVERSITY

800 E LANCASTER AVE
VILLANOVA,PA19085 		N/A PC Charitable Event 5,000

VILLANOVA UNIVERSITY

800 E LANCASTER AVE
VILLANOVA,PA19085 		N/A PC CEER Project 50,000

WOMENS BUSINESS DEVELOPMENT COUNCIL INC

184 BEDFORD ST SUITE 201
STAMFORD,CT06901 		N/A PC Charitable Event 6,850

WOMENS BUSINESS DEVELOPMENT COUNCIL INC

184 BEDFORD ST SUITE 201
STAMFORD,CT06901 		N/A PC Launch Pad Grant Program 25,000

WWP INC - WOUNDED WARRIOR PROJECT INC

PO BOX 758516
TOPEKA,KS66675 		N/A PC General & Unrestricted 5,000
Total .................................right arrow 3a 411,950
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 317  
4 Dividends and interest from securities ....     14 24,509  
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 ............ 		    18 151,990  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		    14 245  
bINTEREST INCOME FROM NOTES     14 31,250  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   208,311  
13Total. Add line 12, columns (b), (d), and (e)..................
13
208,311
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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TY 2024 DepreciationSchedule
Name:
RobyDodd Family Charitable Foundation Inc
EIN:
82-3237505
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

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TY 2024 ExpenditureResponsibilityStmt
Name:
RobyDodd Family Charitable Foundation Inc
EIN:
82-3237505
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
SAMUEL READY SCHOLARSHIPS INC
  		PO BOX 202
RIDERWOOD,MD21139 		2021-12-07 30,000 TO SUPPORT GENERAL OPERATING EXPENSES (INSTALLMENT 1 of 4) 30,000 NO 07/18/2022, 07/25/2023   NONE NECESSARY
SAMUEL READY SCHOLARSHIPS INC
  		PO BOX 202
RIDERWOOD,MD21139 		2022-07-29 30,000 TO SUPPORT GENERAL OPERATING EXPENSES (INSTALLMENT 2 OF 4) 30,000 NO 07/25/2023   NONE NECESSARY
SAMUEL READY SCHOLARSHIPS INC
  		PO BOX 202
RIDERWOOD,MD21139 		2023-07-28 30,000 TO SUPPORT GENERAL OPERATING EXPENSES (INSTALLMENT 3 OF 4) 30,000 NO 07/15/2024   NONE NECESSARY
SAMUEL READY SCHOLARSHIPS INC
  		PO BOX 202
RIDERWOOD,MD21139 		2024-07-25 30,000 TO SUPPORT GENERAL OPERATING EXPENSES (INSTALLMENT 4 OF 4)   NO expected in 2025   NONE NECESSARY

TY 2024 GeneralExplanationAttachment
Name:
RobyDodd Family Charitable Foundation Inc
EIN:
82-3237505
Identifier Return Reference Explanation
FORM 990-PF, PARTS I AND XIV: FORM 990-PF, PARTS I AND XIV: TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $411,950 Less amount not treated as qualifying distribution: $30,000 TOTAL Part I, Line 25, Column (d): $381,950

TY 2024 InvestmentsCorpStockSchedule
Name:
RobyDodd Family Charitable Foundation Inc
EIN:
82-3237505
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 11,318 12,216
ACCENTURE PLC 6,453 7,471
ADOBE SYSTEMS, INC 10,364 9,863
AIR LEASE CORP 525 719
AIRBNB 3,033 2,689
ALLISON TRANMISSION HOLDINGS 255 476
ALPHABET INC CL A 39,208 75,719
ALPHABET INC CL C 10,524 17,450
AMAZON COM 18,290 29,618
AMETEK INC 328 353
ANSYS INC 256 261
AON PLC CL A 8,173 11,575
APPLE INC 148,499 281,722
ARCH CAPITAL GROUP LTD 997 1,003
ARES MANAGEMENT CORPORATION 590 750
AUTODESK, INC 517 604
AUTOMATIC DATA PROCESSING INC 3,056 4,298
BENTLEY SYSTEMS INC CL B 633 591
BERKLEY W R CP 241 260
BLACKROCK ESG CAPITAL ALLOCATI 50,001 41,000
BOOZ ALLEN HAMILTON HOLDING CO 480 513
BROADRIDGE FINANCIAL 476 625
BROOKFIELD ASSET MANAGEMENT LT 357 474
BROOKFIELD CORP ORD SHS CL A 1,816 2,557
BROOKFIELD INFRASTRUCTURE CORP 1,677 2,057
BROOKFIELD RENEWABLE CORPORATI 340 395
BROWN & BROWN INC 1,393 1,681
BRUNSWICK CORP 482 454
BWX TECHNOLOGIES INC 380 555
CABOT CP 543 512
CARLISLE COS INC 349 530
CARMAX INC 893 905
CBRE GROUP 924 1,307
CCC INTELLIGENT SOLUTIONS HOLD 521 526
CHAMPIONX CORP 645 487
CHEMED CORP 589 600
CHESAPEAKE UTILITIES CORP 480 616
CHURCHILL DOWNS INC 588 720
COGNEX CORPORATION 508 493
COHEN & STEERS INC 506 909
CONCENTRIX CORP 832 493
COPART INC 2,373 2,417
COSTAR GROUP, INC 6,122 5,386
CUBESMART 403 514
DOMINOS PIZZA INC 1,470 1,500
DOMYX 27,463 26,430
ENCOMPASS HEALTH CORPORATION 653 960
ENTEGRIS INC 169 150
EXP WORLD HOLD INC 489 393
FACTSET RESH SYST INC 537 601
FAIR ISSAC & CO INC 901 1,420
FASTENAL COMPANY 559 534
FIRSTSERVICE CORP 411 472
FLOOR AND DECOR HOLDINGS 146 145
GALLAGHER ARTHUR J & CO 567 571
GARTNER INC 1,173 1,226
GFL ENVIRONMENTAL SUBORDINATE 524 793
GLOBANT SA 6,777 7,431
GRACO INC 222 224
HAMILTON LANE INC 474 863
HEICO CP CL A 1,794 2,224
HENRY JACK & ASSOC INC 543 655
HEXCEL CP DELAWARE 627 559
HILTON WORLDWIDE HOLDINGS, INC 1,907 2,296
HOME BANCSHARES INC 531 755
HUNTINGTON INGALLS INDUSTRIES 349 303
HYATT HOTELS CORP 471 478
ICON PLC - AMERICAN DEPOSITARY 8,431 6,752
IDEXX CORP 461 358
INSPERITY INC 421 337
KINSALE CAPITAL GROUP INC 763 839
KKR & CO INC 1,586 2,426
KULICKE AND SOFFA INDUSTRIES, 521 580
L'OREAL ADR 6,006 5,879
LANDSTAR SYSTEM 512 526
LEMAITRE VASCULAR, INC 412 792
LENNAR CORP 1,028 892
LIBERTY MEDIA CORPORATION - SE 203 255
LIBERTY MEDIA CORPORATION - SE 567 761
LINDE PLC COM 366,754 632,191
LITTELFUSE, INC 438 468
LIVE NATION INC COM 1,015 1,263
MARKEL CORP 1,096 1,258
MARTIN MARIETTA MATLS INC 1,375 1,239
MASTERCARD INC 8,916 13,385
MATADOR RESOURCES COMPANY 706 669
MICROCHIP TECHNOLOGY INC 785 507
MICROSOFT CORP 9,236 15,949
MOODYS CORP 277 338
MORNINGSTAR, INC 463 696
MSCI INC 10,385 12,714
NEXSTAR MEDIA GROUP, INC 507 562
NORDSON CP 536 527
NORTHERN OIL & GAS, INC 539 519
NOVO NORDISK A S 9,548 8,127
NVENT ELECTRIC PLC 594 551
O'REILLY AUTOMOTIVE INC 1,930 2,056
ORACLE CORP 7,947 7,450
PAX ELLEVATE GLBL WOMENS 17,830 17,467
PAYCOM SOFTWARE 9,235 10,206
PERIMETER SOLUTIONS ORD SHS 115 230
PERRIGO CO PLC 571 505
POOL CORP 556 597
POWER INTEGRATIONS, INC 675 605
PROCORE TECHNOLOGIES INC 316 295
PROGRESSIVE CORP OHIO 435 511
PROSPERITY BANC SHARES, INC 475 678
QUAKER CHEMICAL CORP 460 437
QUEST DIAGNOSTICS 483 585
RELIANCE STL & ALMN 685 745
ROPER INDUSTRIES 1,225 1,175
ROSS STORES, INC 306 320
RYAN SPECIALTY GROUP HOLDINGS 160 151
RYMAN HOSPITALITY PROPERTIES 723 700
SAGE GROUP PLC UNS/ADR 5,092 5,458
SAP AKTIENGESELL ADS 9,318 17,086
SBA COMMUNICATIONS CORP 162 154
SENSATA TECHNOLOGIES HOLDINGS 619 427
SERVICE NOW 2,610 7,388
SHOPIFY INC 8,600 13,929
SHUTTERSTOCK INC 492 411
SIEMENS HEALTHINEERS AG 7,626 6,788
SPDR TR/SSGA GENDER DIVERSITY 24,996 28,950
STANDEX INTERNATIONAL CORP 568 740
STERIS PLC 665 631
TERRENO RLTY CORPCOM 574 640
TETRA TECH INC 373 499
THE ENSIGN GROUP, INC 643 885
THERMO FISHER SCIENTIFIC INC 6,740 6,639
TRANSDIGM GRP INC 2,297 2,461
TRANSUNION COM USD0.01 310 559
TRAVEL+LEISURE CO 422 635
TYLER TECHNOLOGIES, INC 692 964
U.S. PHYSICAL THERAPY INC 521 532
UFP INDUSTRIES 438 528
UNIFIRST CP 524 534
UNIVERSAL DISPLAY CORP 493 490
VAIL RESORTS INC 498 422
VALMONT INDUSTRIES INC 531 713
VEEVA SYSTEMS INC 775 839
VERALTO CORPORATION 134 132
VERISIGN INC 147 161
VERISK ANALYTICS, INC 286 338
VISA INC 9,650 13,497
VULCAN MATERIALS CO 1,904 1,835
WASTE CONNECTIONS 489 467
WATERS CORP 363 382
WESCO INTL INC 606 732
WINGSTOP INC 400 606
WIX COM LTD 163 258
WORKDAY INC 9,545 11,870
ZOETIS INC 5,144 4,880

TY 2024 InvestmentsOtherSchedule2
Name:
RobyDodd Family Charitable Foundation Inc
EIN:
82-3237505
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GOLDEN SEEDS ANNUAL FUND 2023   14,186 15,000
GS CADENZA LLC   33,846 34,846

TY 2024 OtherExpensesSchedule
Name:
RobyDodd Family Charitable Foundation Inc
EIN:
82-3237505
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 14,186     14,186
Bank Charges 151 151    
K-1 Exp GOLDEN SEEDS ANNUAL FU 578 578    
State or Local Filing Fees 50     50


TY 2024 OtherIncomeSchedule2
Name:
RobyDodd Family Charitable Foundation Inc
EIN:
82-3237505
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss GOLDEN SEEDS ANNUAL FUND 2023 LLC 245 245  
Interest Income from Notes 31,250 31,250  


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TY 2024 OtherNotesLoansRcvblLongSch
Name:
RobyDodd Family Charitable Foundation Inc
EIN:
82-3237505

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
OTAVA INC   100,000 100,000 2023-02 2025-02 PRIN & INT DUE AND MATURITY 6 % NONE INVESTMENT N/A 0 N/A 0  
VERITE DIVERSITY BUSINESS FUND   125,000 250,000 2021-05 2026-10 INT QUARTERLY, PRIN AT MATURITY 1250 % NONE INVESTMENT N/A 0 N/A 0  

TY 2024 OtherProfessionalFeesSchedule
Name:
RobyDodd Family Charitable Foundation Inc
EIN:
82-3237505
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 7,087 7,087    


TY 2024 TaxesSchedule
Name:
RobyDodd Family Charitable Foundation Inc
EIN:
82-3237505
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 3,600      
990-PF Extension for 2023 2,900