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
ROHDE FAMILY CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 464
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CEDAR RAPIDS, IA52406
A Employer identification number

42-1452341
B Telephone number (see instructions)

(319) 364-3958
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$3,519,493J 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) 40,065
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 99,669 99,614  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 182,835
b Gross sales price for all assets on line 6a 1,327,116
7 Capital gain net income (from Part IV, line 2)... 182,835
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........ 322,569 282,449  
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
3,780 1,890   1,890
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
37,498 37,498   0
17 Interest............... 779 779   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,553 4,335   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
1,473 0   1,473
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 50,083 44,502   3,363
25 Contributions, gifts, grants paid....... 159,000 159,000
26 Total expenses and disbursements. Add lines 24 and 25 209,083 44,502   162,363
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 113,486
b Net investment income (if negative, enter -0-) 237,947
c Adjusted net income (if negative, enter -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......... 98,852 64,084 64,084
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) 330,111 Click to see attachment
List of Attached Documents:
// Content
321,677 		293,082
b Investments—corporate stock (attach schedule)....... 1,908,986 Click to see attachment
List of Attached Documents:
// Content
1,986,329 		2,442,130
c Investments—corporate bonds (attach schedule)....... 199,654 Click to see attachment
List of Attached Documents:
// Content
237,195 		223,785
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).......... 622,406 Click to see attachment
List of Attached Documents:
// Content
664,141 		496,412
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) 3,160,009 3,273,426 3,519,493
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,160,009 3,273,426
29 Total net assets or fund balances (see instructions)..... 3,160,009 3,273,426
30 Total liabilities and net assets/fund balances (see instructions). 3,160,009 3,273,426
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,160,009
2
Enter amount from Part I, line 27a .....................
2
113,486
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,273,495
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
69
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,273,426
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 CAPITAL GAINS DIVIDENDS P    
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 1,326,985   1,144,281 182,704
b 131     131
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       182,704
b       131
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 2 182,835
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 3,307
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 3,307
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 3,307
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,400
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 2,400
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 9 907
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   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$ 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 arrowIA
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 arrowN/A
14
The books are in care ofright arrowSARA SAUTER Telephone no.right arrow (319) 364-3958

Located atright arrow2401 WHITE EAGLE TRAIL SECEDAR RAPIDSIA ZIP+4right arrow52403
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)
 
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
 
 
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
CHARLES A ROHDE SEC/TREAS/DIRECTOR
1.00 		0 0 0
2813 INDIAN HILL RD SE
CEDAR RAPIDS,IA52403
SARA SAUTER PRESIDENT/DIRECTOR
1.00 		0 0 0
2401 WHITE EAGLE TRAIL SE
CEDAR RAPIDS,IA52403
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
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
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 (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
3,511,147
b
Average of monthly cash balances.......................
1b
73,618
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,584,765
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,584,765
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
53,771
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,530,994
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
176,550
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
176,550
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,307
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,307
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
173,243
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
173,243
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
173,243
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
162,363
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
162,363
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 7 173,243
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 132,079
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 162,363
a Applied to 2023, but not more than line 2a 132,079
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 2024 distributable amount..... 30,284
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		142,959
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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).)
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

BIG BROTHER BIG SISTERS

3150 E AVE NW STE 103
CEDAR RAPIDS,IA52405 		NONE PC GENERAL OPERATING FUND 2,500

BOYS & GIRLS CLUB OF CEDAR RAPIDS

420 6TH ST STE 240
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 1,000

BRUCEMORE INC

2160 LINDEN DR SE
CEDAR RAPIDS,IA52403 		NONE PC GENERAL OPERATING FUND 2,500

CAMP COURAGEOUS OF IOWA

PO BOX 418
MONTICELLO,IA52310 		NONE PC GENERAL OPERATING FUND 6,000

CATHERINE MCAULEY CENTER

1220 5TH AVE
CEDAR RAPIDS,IA52403 		NONE PC GENERAL OPERATING FUND 1,000

CEDAR RAPIDS FREE HEALTH CLINIC

947 14TH AVENUE SE
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 1,000

CEDAR RAPIDS HONOR FLIGHT

PO BOX 10704
CEDAR RAPIDS,IA52410 		NONE PC GENERAL OPERATING FUND 1,000

CEDAR RAPIDS MUSEUM OF ART

410 3RD AVENUE SE
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 2,500

CEDAR RAPIDS MUSEUM OF ART

410 3RD AVENUE SE
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 1,000

CEDAR RAPIDS PUBLIC LIBRARY

450 5TH AVE SE
CEDAR RAPIDS,IA52401 		NONE PC $10,000 CAPITAL CAMPAIGN; $2,500 GENERAL OPERATING FUND 12,500

CEDAR VALLEY HUMANE SOCIETY

7411 MOUNT VERNON RD SE
CEDAR RAPIDS,IA52403 		NONE PC GENERAL OPERATING FUND 2,500

COE COLLEGE

1220 1ST AVE NE
CEDAR RAPIDS,IA52402 		NONE PC GENERAL OPERATING FUND 5,000

CZECH MUSEUM

1400 INSPIRATION PLACE SW
CEDAR RAPIDS,IA52404 		NONE PC GENERAL OPERATING FUND 1,000

EPILEPSY FOUNDATION OF IOWA

1111 9TH ST 370
DES MOINES,IA50314 		NONE PC GENERAL OPERATING FUND 1,000

EPILEPSY FOUNDATION OF IOWA

1111 9TH ST 370
DES MOINES,IA50314 		NONE PC GENERAL OPERATING FUND 1,000

FOUNDATION 2

305 2ND AVE SE
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 1,000

GREATER CEDAR RAPIDS COMMUNITY FOUNDATION

324 3RD STREET SE
CEDAR RAPIDS,IA52401 		NONE PC TREES FOREVER SUPPORT 2,500

HAWKEYE AREA COMMUNITY ACTION PROGRAM INC

1515 HAWKEYE DRIVE
HIAWATHA,IA52233 		NONE PC FOOD RESERVOIR SUPPORT 3,500

INDIAN CREEK NATURE CENTER

5300 OTIS RD SE
CEDAR RAPIDS,IA52403 		NONE PC GENERAL OPERATING FUND 7,500

JUNIOR ACHIEVEMENT OF EAST CENTRAL IOWA

315 3RD AVE SE STE 209
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 1,000

KIRKWOOD FOUNDATION

6301 KIRKWOOD BLVD SW
CEDAR RAPIDS,IA52404 		NONE PC GENERAL OPERATING FUND 50,000

MATTHEW 25

201 3RD AVE SW
CEDAR RAPIDS,IA52404 		NONE PC GENERAL OPERATING FUND 2,500

MERCY MEDICAL CENTER FOUNDATION

701 10TH STREET SE
CEDAR RAPIDS,IA52403 		NONE PC $10,000 NURSE RESIDENCY PROGRAM; $5,000 GENERAL OPERATING FUND 15,000

MIRACLES IN MOTION

2049 120TH ST NW
SWISHER,IA52338 		NONE PC GENERAL OPERATING FUND 1,000

MT MERCY UNIVERSITY

1330 ELMHURST DR NE
CEDAR RAPIDS,IA52402 		NONE PC GENERAL OPERATING FUND 11,000

ORCHESTRA IOWA

119 3RD AVE SE
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 4,000

ORCHESTRA IOWA

119 3RD AVE SE
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 3,500

ORCHESTRA IOWA

119 3RD AVE SE
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 2,000

TANGER PLACE

1030 5TH AVE SE 3000
CEDAR RAPIDS,IA52403 		NONE PC GENERAL OPERATING FUND 3,000

TANGER PLACE

1030 5TH AVE SE 3000
CEDAR RAPIDS,IA52403 		NONE PC EXPRESSIVE ARTS PROGRAM SUPPORT 2,500

THEATRE CEDAR RAPIDS

102 THIRD ST SE
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 2,500

WAYPOINT

318 5TH ST SE
CEDAR RAPIDS,IA52401 		NONE PC GENERAL OPERATING FUND 2,500

WILLIS DADY EMERGENCY SHELTER INC

1247 4TH AVE SE
CEDAR RAPIDS,IA52403 		NONE PC GENERAL OPERATING FUND 2,500
Total .................................right arrow 3a 159,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		         
4 Dividends and interest from securities ....     14 99,669  
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 ............ 		    18 182,835  
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) .. 0 282,504 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
282,504
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
ROHDE FAMILY CHARITABLE FOUNDATION
 
Employer identification number

42-1452341
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
ROHDE FAMILY CHARITABLE FOUNDATION
  		Employer identification number
42-1452341
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
DAKOTA RED CORPORATION
 
650 12TH AVE SW
 
CEDAR RAPIDS, IA52404

$ 40,065


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
ROHDE FAMILY CHARITABLE FOUNDATION
  		Employer identification number

42-1452341
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
 
$    
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
ROHDE FAMILY CHARITABLE FOUNDATION
  		Employer identification number

42-1452341
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
ROHDE FAMILY CHARITABLE FOUNDATION
EIN:
42-1452341
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,780 1,890   1,890

TY 2024 InvestmentsCorpBondsSchedule
Name:
ROHDE FAMILY CHARITABLE FOUNDATION
EIN:
42-1452341
Name of Bond End of Year Book Value End of Year Fair Market Value
COMCAST CORP 16,375 15,604
WELLS FARGO & COMPANY 15,811 15,505
CVS HEALTH CORP 16,869 15,503
VERIZON COMMUNICATIONS 15,841 14,831
SHELL INTERNATIONAL FIN 14,936 15,480
ENTERPRISE PRODUCTS OPER 15,479 14,462
MORGAN STANLEY 10,842 10,606
AMAZON.COM INC 17,104 15,270
ABBVIE INC 15,040 14,997
CITIGROUP INC 16,075 15,684
AT&T INC 16,022 15,305
JPMORGAN CHASE & CO 3.2% 1/25/23 21,864 20,580
UNITED HEALTH GROUP INC 15,597 14,638
GOLDMAN SACHS GROUP INC 29,340 25,320

TY 2024 InvestmentsCorpStockSchedule
Name:
ROHDE FAMILY CHARITABLE FOUNDATION
EIN:
42-1452341
Name of Stock End of Year Book Value End of Year Fair Market Value
SMC CORP JAPAN 6,854 5,484
TARGET CORP 17,605 18,248
TECHTRONIC INDS SPD ADR 10,602 12,990
W W GRAINGER INCORP 4,188 11,594
WORKDAY INC 9,899 9,804
VISA INC CL A SHRS 14,350 26,546
WARBY PARKER INC REG SHS 342 507
SKYWORKS SOLUTIONS INC 1,581 1,508
SM ENERGY CO 977 930
SNAP ON INC 1,173 2,376
SILICON LABS INC 836 994
SHIN-ETSU CHEM-UNSPON 7,198 6,245
SHERWIN WILLIAMS 6,748 9,518
SEVEN AND I HOLDINGS CO 8,619 9,850
SENSATA TECHNOLOGIES 1,966 1,206
WERNER ENTERPRISES INC 654 575
SEMTECH CORPORATION 750 1,237
SEALED AIR CORP NEW 1,373 1,083
MARSH & MCLENNAN COS INC 16,702 26,764
WEC ENERGY GROUP INC 1,263 1,787
WORTHINGTON INDSTRS OHIO 305 401
WESBANCO INC 527 553
TERRENO REALTY CORP SHS 787 769
TEEKAY TANKERS LTD REG 264 159
TOTAL ENERGIES 25,073 20,765
TECNOGLASS INC 307 793
VALLEY NATL BANCORP 668 544
VERINT SYSTEMS INC 839 604
ZURN WTR SOLUTIONS 563 1,082
ZURICH INSURANCE GROUP 27,865 32,718
ZOETIS INC 5,698 7,821
YETI HLDGS INC 475 462
YELP INC 588 619
WSFS FINANCIAL CORP 656 903
SBA COMMUNICATIONS CORP 1,395 1,223
VARONIS SYSTEMS INC 964 1,200
WORKIVA INC 654 767
WOODWARD INC 1,045 1,997
WOODSIDE ENERGY GROUP 11,331 8,596
WNS HOLDINGS LTD SPN ADR 473 521
SCHNEIDER ELEC SE ADR 25,275 31,025
TAYLOR MORRISON HOME 467 1,285
SPIRE INC 824 882
SOUTHERN COMPANY 15,386 22,062
SOUTH STATE CORP 808 1,094
STARBUCKS CORP 2,725 2,646
MARRIOTT INTL INC 11,414 18,131
KONTOOR BRANDS INC 745 1,025
MAGNOLIA OIL & GAS CORP 942 982
CHUBB LTD 8,771 17,683
CHART INDS INC 926 1,145
CHAMPIONX 1,094 952
CENTENE CORP 2,061 1,757
CENCORA INC 752 1,797
CBRE GROUP INC 1,219 3,676
CASELLA WASTE SYS INC A 584 1,270
CAPGEMINI SE SHS 4,649 3,473
BXP INC 1,915 1,785
SPROUT SOCIAL INC 793 399
SPS COMM INC 822 1,104
SYSCO CORPORATION 1,093 1,453
SANOFI ADR 20,005 20,450
SALESFORCE COM INC 12,011 15,379
S&P GLOBAL INC 5,172 9,463
RYANAIR HOLDINGS PLC SHS 8,631 6,974
SELECTIVE INS GRP INC 1,012 1,309
TESLA INC 4,445 8,884
SOFTBANK GROUP CORP 10,525 12,681
TAIWAN S MANUFACTURING 28,484 45,423
SYNOPSYS INC 258 1,456
SYMRISE AG ADR 17,817 18,144
SUPERNUS PHARMACEUTICALS 807 1,085
SUN CTRY AIRLINES 843 612
SUMMIT MATLS INC 1,146 2,024
STIFEL FINANCIAL CORP 952 2,652
SONIC AUTOMOTIVE INC 461 570
STEVEN MADDEN LTD 980 1,531
URBAN OUTFITTERS INC 783 1,098
NESTLES A REP 40,869 31,455
NATWEST GROUP PLC SHS 13,977 24,042
NASDAQ OMX GROUP INC 7,174 15,462
MYR GROUP INC 433 1,339
MURPHY OIL CORP 966 696
MORGAN STANLEY 15,366 24,013
MONTROSE ENVIRONMENTAL 404 167
MONSTER BEVERAGE 5,816 7,621
MODINE MFG CO 722 696
MITSUBISHI UFJ FINL GRP 19,230 23,499
MITSUBISHI ELEC 3,826 3,965
MINERALS TECHNOLOGIES 1,429 1,677
MICROSOFT CORP 22,070 36,671
META PLATFORMS INC 12,036 30,447
MERIT MEDICAL SYS INC 600 1,354
MCKESSON CORPORATION 11,879 30,775
MASCO CORP 1,724 2,685
NEOGENOMICS INC 1,080 758
NETFLIX COM INC 5,883 17,826
PROGRESSIVE CRP OHIO 16,742 38,098
QIAGEN NV REG SHS 10,152 10,687
QUAKER HOUGHTON 628 563
Q2 HOLDINGS INC 610 1,711
RAPID7 ORD 795 724
RAYMOND JAMES FINL INC 1,135 2,796
REINSURANCE GROUP AMERICA 1,443 2,777
RENASISSANCERE HLDGS LTD 1,136 1,990
RENASANT CORP 382 429
ROCHE HOLDINGS LTD 28,013 24,869
REPUBLIC SERVICES INC 1,132 3,219
RIO TINTO PLC SPNSRD ADR 4,367 3,823
ROSS STORES INC COM 1,814 1,815
RTX CORP 19,636 26,847
RUBRIK INC REG SHS CL A 92 196
RENESAS ELECTRONICS CORP 6,158 4,168
PROLOGIS INC 24,164 21,457
PACCAR INC 20,838 22,780
PROGRESS SOFTWARE CORP 657 782
MONDELEZ INTERNATIONAL 17,235 14,514
NINTENDO LTD 10,012 12,318
THE SCOTTS MIRACLE GROUP 2,090 1,459
NOVO NORDISK A S ADR 27,037 20,043
NORTHWESTERN CORP 876 855
PACKAGING CORP AMERICA 943 1,801
ANSYS INC 1,082 2,361
SCORPIO TANKERS INC REG 418 298
RXO INC REG SHS 390 334
UNITED HEALTH GROUP INC 11,690 14,164
UNITED COMMUNITY BANKS 573 775
UNION PACIFIC CORP 23,886 27,137
ULTA BEAUTY INC 1,809 1,740
UL SOLUTIONS INC 124 150
UBS GROUP AG NAMEN-AKT 29,553 30,623
UBER TECHONOLGIES 5,232 7,238
TRAVERE THERAPEUTICS INC 751 784
BROADRIDGE FINL 1,460 1,809
TRANSMEDICS GROUP INC 492 624
TOYOTA MOTOR CORP ADR 12,686 11,287
TJX COS INC NEW 510 1,450
THERMO FISHER SCIENTIFIC 10,701 11,445
NVIDIA 6,702 51,030
NXP SEMICONDUCTORS NV 13,254 13,302
PRESTIGE CONSUMER 985 1,718
PJT PARTNERS INC 473 947
PHILLIPS EDISON AND CO 476 599
PFIZER INC 26,944 18,995
PERMIAN RES CORP 1,140 1,596
PERELLA WEINBERG 222 262
PEPSICO INC 18,137 17,943
PAYPAL HOLDINGS INC 11,926 9,559
PATTERSON UTI ENERGY INC 1,539 1,132
NMI HOLDINGS INC 529 993
PALO ALTO NETWORKS INC 1,808 10,190
PACIFIC PREMIER BANCORP 570 648
ONESPAWORLD HOLDINGS LTD 329 478
OMNICELL INC 1,075 623
OMNIAB INC 395 202
OLD NATL BANCORP IND 1,096 1,411
STRYKER CORP 5,046 8,281
BRITISH AMN TABACO SPADR 11,717 14,274
LONDON STK EXCHANGE 18,741 25,090
LINDE PLC NEW 27,563 28,470
LIGAND PHARMACEUTICALS 656 1,072
LIBERTY ENERGY INC 383 398
LANTHEUS HOLDINGS INC 698 895
ICHOR HOLDINGS LTD 636 516
LA-Z-BOY INC 415 523
KUBOTA CORP 9,770 7,284
OMNIAB INC 25 0
KLA CORP 6,228 10,712
BRINKER INTL INC 756 1,852
KITE REALTY GROUP 678 1,085
KEYSIGHT TECHNOLOGIES 633 2,249
KEYCORP NEW 1,485 1,663
KENVUE INC 16,256 15,052
KDDI CORP SHS 16,927 16,700
LABORATORY CP AMER HOLDINGS 1,375 1,835
IBERDROLA S A 9,578 11,193
LOWE'S COMPANIES INC 13,477 18,263
LVMH MOET HENNESSY ADR 26,381 23,394
HUB GROUP INC 403 624
LXP INDUSTRIAL TRUST 640 536
INTUIT INC 8,808 10,685
INTRA-CELLULAR THERAPIES 273 418
INTL SEAWAYS INC REG SHS 272 180
INTERCONTINENTAL HOTELS 12,822 16,864
INTERCONTINENTAL 3,688 5,811
INSMED INC 573 1,519
ING GP NV SPSD ADR 10,018 8,760
INDEPENDENT BK GROUP INC 722 789
INDEPENDENT BK CORP MASS 809 770
INDEPENDENCE RLTY TR INC 1,056 1,210
DENTSPLY SIRONA INC 1,560 683
ILLINOIS TOOL WORKS 9,241 15,467
ICON PLC 2,593 2,517
JPMORGAN CHASE & CO 19,013 39,073
KADANT INC 388 1,380
KAISER ALUM CORP 652 492
KB HOME 401 789
IMAX CORP 769 1,024
IOVANCE BIOTHERAPEUTICS INC 423 340
FTAI AVIATION LTD 743 720
OMNIAB INC 25 0
HEXCEL CORP NEW COM 1,294 1,379
HDFC BANK LTD 18,860 21,776
HAMILTON LANE INC 318 740
HALOZYME THERAPEUTICS 836 1,243
H AND E EQUIPMENT CORP 613 685
HEINEKEN N V 13,707 9,623
HITACHI LTD 10 NEW 18,584 28,786
GLOBAL PMTS INC GEORGIA 1,666 1,793
GLENCORE PLC 16,072 13,811
HOULIHAN LOKEY INC 905 2,952
GENL DYNAMICS CORP COM 17,783 20,816
GATX CORPORATION 771 1,705
FUJITSU LTD NEW 21,850 24,250
HELMERICH PAYNE INC 1,242 865
FIRST INTST BANCSYSTM 822 779
ENTERPRISE FINANCIAL SERVICES CORP 461 620
FIRST FINANCIAL BANCORP 538 753
DIAGEO PLC 41,723 31,528
FIRST BANCORP 451 660
FIRST ADVANTAGE CORP NEW 385 450
FEDERAL SIGNAL CORP 520 1,663
EXXON MOBILE CORP 29,267 27,753
EXLSERVICE HOLDINGS INC 416 1,465
ESSENTIAL PPTYS RLTY TR 712 876
ESSENT GROUP LTD 716 1,034
ESCO TECHNOLOGIES INC 467 799
FOUR CORNERS PROPERTY TR 781 787
EQUINIX INC 5,604 11,315
ENTEGRIS INC MINNESOTA 2,237 2,179
ENI SPA SPONSORED ADR 19,126 16,936
ELI LILLY & CO 4,664 9,264
EATON CORP PLC 10,593 24,227
EASTMAN CHEMICAL CO 1,581 1,552
DUKE ENERGY CORP NEW 17,922 21,979
DOVER CORP 1,144 2,251
DOMINION ENERGY INC 28,539 24,291
DIAMONDROCK HOSPITALITY 580 560
INTUITIVE SURGICAL INC 5,005 10,439
KKR & CO INC 9,225 20,264
IQVIA HLDGS INC 1,903 1,572
COLUMBUS MCKINNON CP NY 913 931
CNO FINL GROUP INC 689 1,042
CLP HOLDINGS LTD SP ADR 5,827 5,879
CLEARWATER ANALYTICS 423 578
CITY HOLDING CO CHARLSTN 420 711
CITIGROUP INC 11,536 16,119
CIGNA CORP 27,718 33,137
CIE FINANCIERE RICHEMONT 12,917 13,024
BIO RAD LABS 1,646 1,643
BARCLAYS PLC 11,965 12,785
AMERICAN EXPRESS COMPANY 9,916 18,995
AMERESCO CLASS A 559 399
AMAZON COM INC 29,615 40,368
AMADEUS IT GROUP SA 25,532 26,382
ALPHABET GROUP INC 9,521 10,790
ALCON SA ACT NOM 5,770 6,791
ALBEMARLE CORP 1,255 1,119
CONMED CORP 754 753
AKZO NOBEL N V 10,972 8,678
CONOCOPHILLIPS 19,914 26,280
BOX INC 535 632
BOISE CASCADE CO 334 1,307
BOEING COMPANY 23,055 20,709
BNP PARIBAS SPONSORED 24,316 24,714
BLUEPRINT MEDICINES CORP 1,020 1,134
J&J SNACK FOODS CORP 1,058 1,086
CIE GENERALE DES 6,079 6,064
DANA INC 515 405
DAIKIN INDUSTRIES LTD 21,128 16,025
DAIICHI SANKYO CO LTD 9,173 8,105
MALIBU BOATS INC 301 338
CUSHMAN AND WAKEFIELD 516 863
CUMMINS INC 1,037 2,092
CSX CORP 1,039 1,678
CSL CORP 15,055 13,834
COTERRA ENERGY INC 744 1,609
CONSTRUCTION PARTNERS 472 1,062
ALAMO GROUP INC 638 558
BLACK HILLS CORP 943 936
AKAMAI TECHNOLOGY 1,502 1,913
ASTRAZENECA PLC 5,908 5,635
DARDEN RESTAURANTS INC 1,076 2,614
ASSOCIATED BANC CRP 643 717
ASGN INC 950 1,083
ARTIVION INC 573 886
ARROW ELECTRONICS 1,149 1,357
ARMADA HOFFLER PPTYS INC 443 358
ARDEL YX INC 916 619
ARCBEST CORPORATION 451 373
APPLIED MATERIAL INC 314 1,301
APPLIED INDL STRL TECH 538 1,916
APPLE INC 10,774 27,045
ASML HOLDINGS NV NY 5,926 8,317
JOHNSON AND JOHNSON COM 21,002 20,247
JANUS PARENT INC REG SHS 323 228
AIRBUS SE 5,446 5,256
ATKORE INC 452 250
D R HORTON INC 744 2,237
ATN INTERNATIONAL INC 332 118
ABBOTT LABS 21,213 22,622
AIR LIQUUIDE 13,065 14,932
ATRICURE INC 1,127 886
AIR LEASE CORP LCA 2,010 2,314
AGILENT TECHNOLOGIES INC 990 1,881
AGIOS PHARMACEUTICALS 680 690
ADOBE SYSTEMS INC 5,846 5,336
ACCENTURE PLC 23,636 28,847
ABM INDUSTRIES INC 693 1,024
ABBVIE INC 16,591 19,369
AIA GROUP LTD 13,266 8,934
AMERICOLD RLTY TR 1,985 1,541
AMICUS THERAPEUTICS INC 1,101 763
AZENTA INC 479 500
AXSOME THERAPEUTICS INC 689 677
BALDWIN INS GRP INC 773 1,240
BANCO BRADESCO A ADR 5,897 4,187
AON PLC 13,678 26,937
ANALOG DEVICES INC 17,847 22,733

TY 2024 InvestmentsGovtObligationsSch
Name:
ROHDE FAMILY CHARITABLE FOUNDATION
EIN:
42-1452341
US Government Securities - End of Year Book Value:

321,677
US Government Securities - End of Year Fair Market Value:

293,082
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
ROHDE FAMILY CHARITABLE FOUNDATION
EIN:
42-1452341
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
WESTERN ASSET SMASH SERIES M AT COST 174,850 128,191
WESTERN ASSET SMASH SERIES EC AT COST 388,580 274,509
WESTERN ASSET SMASH SERIES C AT COST 100,711 93,712

TY 2024 OtherDecreasesSchedule
Name:
ROHDE FAMILY CHARITABLE FOUNDATION
EIN:
42-1452341
Description Amount
INVESTMENT ADJUSTMENT 69


TY 2024 OtherExpensesSchedule
Name:
ROHDE FAMILY CHARITABLE FOUNDATION
EIN:
42-1452341
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 1,303 0   1,303
POSTAGE 170 0   170


TY 2024 OtherProfessionalFeesSchedule
Name:
ROHDE FAMILY CHARITABLE FOUNDATION
EIN:
42-1452341
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES 37,498 37,498   0


TY 2024 TaxesSchedule
Name:
ROHDE FAMILY CHARITABLE FOUNDATION
EIN:
42-1452341
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,335 4,335   0
EXCISE TAXES 2,218 0   0