TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
ROBERT E DODS FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)6011 GULF OF MEXICO DRIVE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LONGBOAT KEY, FL34228

A Employer identification number

82-5068080

B Telephone number (see instructions)

(941) 387-7733

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$14,236,331J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	1,208,250
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	216,600		216,600
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		483,524
b	Gross sales price for all assets on line 6a 4,315,112
7	Capital gain net income (from Part IV, line 2)...			1,638,570
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	1,908,374		1,855,170
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).......	List of Attached Documents: // Content	4,600	0	4,600
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	89,293	89,293	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	11,837	5,368	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	15	0	15
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	105,745		94,661	4,615
25	Contributions, gifts, grants paid.......	545,198			545,198
26	Total expenses and disbursements. Add lines 24 and 25	650,943		94,661	549,813
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,257,431
b	Net investment income (if negative, enter -0-)			1,760,509
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	257,607	377,134	377,134
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	8,142,986	List of Attached Documents: // Content 8,199,294	12,651,305
	c	Investments—corporate bonds (attach schedule).......	29,495	List of Attached Documents: // Content 7,048	7,892
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	95,957	List of Attached Documents: // Content 1,200,000	1,200,000
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	8,526,045	9,783,476	14,236,331
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	8,526,045	9,783,476
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	8,526,045	9,783,476
	30	Total liabilities and net assets/fund balances (see instructions).	8,526,045	9,783,476

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

8,526,045

Enter amount from Part I, line 27a .....................

1,257,431

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

9,783,476

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

9,783,476

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
1 a	PUBLICLY TRADED SECURITIES
b	PUBLICLY TRADED SECURITIES
c	PUBLICLY TRADED SECURITIES
d	PUBLICLY TRADED SECURITIES
e	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	767,922	679,044	88,878
b	2,325,505	1,923,285	402,220
c	1,221,679	69,929	1,151,750
d		4,284	-4,284
e	6		6

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			88,878
b			402,220
c			1,151,750
d			-4,284
e			6

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,638,570
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	24,471
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	24,471
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	24,471
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	8,160
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	8,160
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.......		9	16,311
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

NONE AVAILABLE

The books are in care of right arrow

ROBERT E DODS Telephone no. right arrow

(941) 387-7733

Located at right arrow

6011 GULF OF MEXICO DRIVELONGBOAT KEYFL ZIP+4 right arrow

342281705

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
ROBERT E DODS	PRESIDENT 1.00	0	0	0
6011 GULF OF MEXICO DRIVE LONGBOAT KEY,FL34228	PRESIDENT 1.00	0	0	0
ELIZABETH DODS	SECRETARY/TREAS 1.00	0	0	0
6011 GULF OF MEXICO DRIVE LONGBOAT KEY,FL34228	SECRETARY/TREAS 1.00	0	0	0
WILLIAM DODS	VICE PRES. 1.00	0	0	0
8980 GLEN MORA DRIVE BURR RIDGE,IL60606	VICE PRES. 1.00	0	0	0
PETE HENSELER	DIRECTOR 1.00	0	0	0
113 LEWIS LANE WHEATON,IL60189	DIRECTOR 1.00	0	0	0

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...................				0

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 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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

12,686,988

Average of monthly cash balances.......................

370,805

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

13,057,793

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

13,057,793

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

195,867

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

12,861,926

Minimum investment return. Enter 5% (0.05) of line 5................

643,096

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.)

Minimum investment return from Part IX, line 6..................

643,096

Tax on investment income for 2024 from Part V, line 5 .......

24,471

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

24,471

Distributable amount before adjustments. Subtract line 2c from line 1............

618,625

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

618,625

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

618,625

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

549,813

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

549,813

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				618,625
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			545,057
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: $ 549,813
a Applied to 2023, but not more than line 2a			545,057
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.....				4,756
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 ..........				613,869
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)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

ROBERT E DODS

ELIZABETH DODS

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AGAPE FLIGHTS INC 100 AIRPORT AVE VENICE,FL34285	N/A	PC	GENERAL OPERATIONS	5,000
ALL FAITHS FOOD BANK INC 8171 BLAIKIE CT SARASOTA,FL34240	N/A	PC	GENERAL OPERATIONS	15,000
AMBASSADORS PO BOX 7758 TEMPE,AZ85281	N/A	PC	GENERAL OPERATIONS	500
AMERICAN FAMILY ASSOCIATION INC PO DWR 2440 TUPELO,MS38803	N/A	PC	GENERAL OPERATIONS	500
AMERICARES FOUNDATION INC 88 HAMILTON AVE STAMFORD,CT06902	N/A	PC	GENERAL OPERATIONS	15,000
BAY HAVEN SCHOOL OF BASIC PLUS PTO INC 11 SCHOOL STREET CLAREMONT,NH03743	N/A	PC	GENERAL OPERATIONS	1,000
BELONG TOGETHER PO BOX 6553 PORTLAND,OR97228	N/A	PC	GENERAL OPERATIONS	500
BIBLE MISSION USA INC 244 4654 STATE RD 64 BRADENTON,FL34208	N/A	PC	GENERAL OPERATIONS	4,000
BILLY GRAHAM EVANGELISTIC ASSOCIATION 1 BILLY GRAPHAM PKWY CHARLOTTE,NC28201	N/A	PC	GENERAL OPERATIONS	2,500
BOBBY NICHOLS - FIDDLESTICKS CHARITY FOUNDATION 15391 CANONGATE DRIVE FORT MYERS,FL33912	N/A	PC	GENERAL OPERATIONS	5,000
CHRIST CHURCH OF LONGBOAT KEY INC PO BOX 10185 LONGBOAT KEY,FL34228	N/A	NC	GENERAL OPERATIONS	71,700
CLIFFS RESIDENTS OUTREACH 23-A RAPTOR WAY LANDRUM,SC29356	N/A	PC	GENERAL OPERATIONS	20,000
CONCEPT SCHOOLS NFP 2250 E DEVON AVE SUITE 215 DES PLAINES,IL60018	N/A	PC	GENERAL OPERATIONS	10,000
CONCERNED WOMEN FOR AMERICA 1015 FIFTEENTH STREET WASHINGTON,DC20005	N/A	PC	GENERAL OPERATIONS	2,000
CRISTO REY NETWORK 11 EAST ADAMS STREET SUITE 800 CHICAGO,IL60603	N/A	NC	GENERAL OPERATIONS	5,000
CYSTIC FIBROSIS FOUNDATION 6931 ARLINGTON ROAD SUITE 200 BETHESDA,MD20814	N/A	PC	GENERAL OPERATIONS	2,000
DISABLED AMERICAN VETERANS (DAV) 3725 ALEXANDRIA PIKE COLD SPRING,KY41076	N/A	NC	GENERAL OPERATIONS	1,000
EDUCARE OF WEST DUPAGE 851 PEARL RD WEST CHICAGO,IL60185	N/A	NC	GENERAL OPERATIONS	2,500
FAMILY PROMISE PICKENS CITY PO BOX 1165 EASLEY,SC29641	N/A	PC	GENERAL OPERATIONS	2,000
FOCUS ON THE FAMILY 8605 EXPLORER DRIVE COLORADO SPRINGS,CO80920	N/A	PC	GENERAL OPERATIONS	1,000
GOLDEN CORNER FOOD PANTRY PO BOX 456 SENECA,SC29679	N/A	PC	GENERAL OPERATIONS	5,000
HARVEST HOUSE 3650 17TH STREET SARASOTA,FL34235	N/A	PC	GENERAL OPERATIONS	15,000
HAND TO HAND FOUNDATION INC 3820 NORTH HWY 71 ALMA,AR72921	N/A	PC	GENERAL OPERATIONS	2,500
HOPE SEEDS INC 4501 MANATEE AVE WEST BRADENTON,FL34209	N/A	PC	GENERAL OPERATIONS	2,000
ISRAEL TENNIS CENTERS FOUNDATION INC 432 PARK AVENUE SOUTH NO 4TH FLOOR NEW YORK,NY10016	N/A	PC	GENERAL OPERATIONS	25,000
LONGS CHAPEL 133 OLD CLYDE ROAD WAYNESVILLE,NC28785	N/A	NC	GENERAL OPERATIONS	2,500
MAKE-A-WISH 1702 EAST HIGHLAND AVE SUITE 400 PHOENIX,AZ85016	N/A	PC	GENERAL OPERATIONS	2,000
MEALS ON WHEELS 550 W HILLSBOROUGH AVE TAMPA,FL33603	N/A	PC	GENERAL OPERATIONS	2,000
MOODY RADIO 820 N LASALLE BLVD CHICAGO,IL60610	N/A	NC	GENERAL OPERATIONS	2,000
MOTE MARINE LABORATORY INC 1600 KEN THOMPSON PKWY SARASOTA,FL34236	N/A	PC	GENERAL OPERATIONS	15,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVENUE NEW YORK,NY10017	N/A	PC	GENERAL OPERATIONS	2,000
ONE HEARTLAND 2101 HENNEPIN AVE S200 MINNEAPOLIS,MN55405	N/A	PC	GENERAL OPERATIONS	1,000
OUR DAILY BREAD OF BRADENTON INC PO BOX 9544 BRADENTON,FL34206	N/A	PC	GENERAL OPERATIONS	10,000
OUR NEIGHBORHOODS PROMISE PO BOX 21088 CHICAGO,IL60621	N/A	PC	GENERAL OPERATIONS	2,500
PARALYZED VETERANS OF AMERICA (PVA) 801 EIGHTEENTH STREET NW WASHINGTON,DC20006	N/A	PC	GENERAL OPERATIONS	2,000
PRAGER UNIVERSITY FOUNDATION 15021 VENTURA BOULEVARD NO 552 SHERMAN OAKS,CA91403	N/A	PC	GENERAL OPERATIONS	2,000
AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON,DC20005	N/A	PC	GENERAL OPERATIONS	20,000
RIDE TO WORK MINISTRY NONPROFIT INC PO BOX 1345 SENECA,SC29679	N/A	PC	GENERAL OPERATIONS	2,500
ROTARY CLUB OF LBK PO BOX 8351 LONGBOAT KEY,FL34228	N/A	PC	GENERAL OPERATIONS	250
SAMARITAN'S PURSE PO BOX 3000 BOONE,NC28607	N/A	PC	GENERAL OPERATIONS	150,000
SARASOTA MEMORIAL HEALTHCARE FOUNDATION 1515 SO OSPREY AVE NO B4 SARASOTA,FL34239	N/A	PC	GENERAL OPERATIONS	2,000
SCOTTISH RITE FOUNDATION OF FL USA INC PO BOX 5736 WINTER PARK,FL32793	N/A	PC	GENERAL OPERATIONS	2,000
SHRINERS HOSPITALS FOR CHILDREN PO BOX 31356 TAMPA,FL33631	N/A	PC	GENERAL OPERATIONS	1,000
SOUTHEASTERN GUIDE DOGS INC 4210 77TH STREET EAST PALMETTO,FL34221	N/A	PC	GENERAL OPERATIONS	1,000
SPARCC 2139 MAIN STREET SARASOTA,FL34237	N/A	PC	GENERAL OPERATIONS	2,500
SPECIAL OLYMPICS OF FLORIDA 1915 DON WICKHAM DR CLERMONT,FL34711	N/A	PC	GENERAL OPERATIONS	1,000
ST JUDE RESEARCH HOSPITAL INC 4619 RAVENSWOOD CHICAGO,IL60610	N/A	PC	GENERAL OPERATIONS	2,000
TEAM JACK FOUNDATION INC PO BOX 607 ATKINSON,NE68713	N/A	PC	GENERAL OPERATIONS	2,500
THE PINES OF SARASOTA FOUNDATION INC 1501 N ORANGE AVENUE SARASOTA,FL34236	N/A	SO I	GENERAL OPERATIONS	2,000
THE SALVATION ARMY PO BOX 1988 BRADENTON,FL34206	N/A	SO I	GENERAL OPERATIONS	10,000
THUNDER SOFTBALL CLUB 55 PENN RIDGE CT NORTH LIBERTY,ID52317	N/A	PC	GENERAL OPERATIONS	500
TUNNEL TO TOWERS FOUNDATION STEPHEN SILLER 2361 HYLAN BOULEVARD STATEN ISLAND,NY10306	N/A	PC	GENERAL OPERATIONS	25,000
TURNING POINTS NETWORK 11 SCHOOL STREET CLAREMONT,NH03743	N/A	PC	GENERAL OPERATIONS	25,000
VETERANS OF FOREIGN WARS (VFW) PO BOX 758517 TOPEKA,KS66675	N/A	PC	GENERAL OPERATIONS	1,000
WEST CITY CHURCH PO BOX 1004 GREENVILLE,SC29602	N/A	NC	GENERAL OPERATIONS	11,248
WESTCOAST BLACK THEATRE TROUPE 1343 MAIN STREET SUITE 402 SARASOTA,FL34236	N/A	PC	GENERAL OPERATIONS	10,000
WORD OF LIFE CHRISTIAN CENTER 3520 N BUFFALO DR LAS VEGAS,NV89129	N/A	NC	GENERAL OPERATIONS	5,000
WOUNDED WARRIOR PROJECT INC 4899 BELFOR RD SUITE 300 JACKSONVILLE,FL32256	N/A	PC	GENERAL OPERATIONS	10,000
Total ................................. 3a				545,198

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	216,600
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	483,524
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		700,124	0

13Total. Add line 12, columns (b), (d), and (e)..................

700,124

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

ROBERT E DODS FAMILY FOUNDATION

Employer identification number

82-5068080

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

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 ROBERT E DODS FAMILY FOUNDATION

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	ROBERT E DODS 6011 GULF OF MEXICO DRIVE LONGBOAT KEY, FL34228	$ 1,208,250	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (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 ROBERT E DODS FAMILY FOUNDATION		Employer identification number 82-5068080

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	1,500 SH ELI LILLY & CO (LLY)	$ 1,208,250	2024-12-10
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization ROBERT E DODS FAMILY FOUNDATION			Employer identification number 82-5068080
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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:

- TIN:

TY 2024 AccountingFeesSchedule

Name:

ROBERT E DODS FAMILY FOUNDATION

EIN:

82-5068080

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING	4,600	0		4,600

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

ROBERT E DODS FAMILY FOUNDATION

EIN:

82-5068080

Name of Bond	End of Year Book Value	End of Year Fair Market Value
COPT DEFENSE PROPERTIES NEW	7,048	7,892

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

ROBERT E DODS FAMILY FOUNDATION

EIN:

82-5068080

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOT LABORTORIES	34,321	34,159
ACV AUCTIONS INC CL A	24,747	29,225
ADOBE INC	8,603	48,470
ADVANCED ENERGY INDUSTRIES INC	9,233	15,841
ADVANCED MICRO DEVICES INC	83,763	60,033
ADYEN N V ADR	26,162	30,757
AGILENT TECHNOLOGIES INC	11,426	39,227
AIR LEASE CORP CL A	40,340	47,680
AIRBUS SE	7,863	9,560
AKAMAI TECHNOLOGIES INC	31,185	40,364
ALARM COM HOLDINGS INC	13,864	19,456
ALBANY INTL CORP	9,560	10,796
ALBEMARLE CORP	27,724	25,394
ALIBABA GROUP HOLDING	10,477	8,564
ALIGN TECHNOLOGY INC	24,320	20,225
ALKAMI TECHNOLOGY INC	18,464	22,191
ALLEGION PUBLIC LTD	21,893	20,909
ALPHABET INC	39,408	197,819
ALPHABET INC	27,317	49,407
ALTRIA GROUP INC	36,209	41,571
AMAZON.COM INC	113,780	259,977
AMERICOLD REALTY TRUST	38,979	26,622
AMKOR TECHNOLOGY INC	7,528	8,735
ANSYS INC	14,242	41,154
ANSYS INC	16,412	53,298
AON PLS CL A	9,509	16,521
APPLE INC	144,929	194,576
APPLIED MATERIALS INC	7,978	33,177
ARAMARK	39,249	45,369
ARCH CAPTIAL GROUP LTD	26,555	35,462
ARCHROCK INC	2,820	11,300
ARISTA NETWORKS INC	85,981	239,629
AAR CORP	7,478	12,317
ARROW ELECTRONICS INC	24,667	32,579
ASHTEAD GROUP PLC	6,306	5,624
ASM INTERNATIONAL N V	11,883	21,059
ASML HOLDING NV NY REGISTRY SHS NEW 2012	5,836	24,258
ASML HOLDING NV NY REGISTRY SHS NEW 2012	10,193	13,169
ASTRAZENECA PLC SPONSORED ADR	40,368	38,722
ASTRAZENECA PLC SPONSORED ADR	8,671	11,400
AT&T INC	78,339	80,515
ATLASSIAN CORP PLC CL A	19,447	28,475
AUTODESK INC	53,703	76,553
AVERY DENNISON CORP	42,922	44,911
AXA SA SPONSORED ADR	10,604	11,492
BAE SYSTEMS PLC SPON ADR	23,983	26,980
BAE SYSTEMS PLC SPON ADR	9,292	12,232
BANCO DO BRASIL S A SPON ADR	8,931	6,322
BANK OF AMERICA CORP	62,094	94,712
BCE INC	64,655	33,959
BERKSHIRE HATHAWAY INC CL B NEW	5,678	57,113
BIO RAD LABS INC CL A	29,869	38,107
BIO-TECHNE CORP	16,743	35,223
BLACKLINE INC	15,390	19,139
BLACKROCK INC	17,900	30,753
BOOKING HOLDINGS INC	24,678	64,589
BOX INC CL A	12,683	14,947
BROADCOM INC	17,584	124,266
BROADRIDGE FINANCIAL SOLUTIONS	32,108	39,340
BXP INC	41,739	41,419
CABOT CORP	8,332	16,162
CADENCE DESIGN SYSTEMS INC	31,377	35,755
CANADIAN NATURAL RES LTD	15,678	14,818
CANADIAN PACIFIC KANSAS CITY LTD	6,412	6,079
CANADIAN PACIFIC KANSAS CITY LTD	14,253	29,744
CARLISLE COMPANIES INC	12,162	19,917
CARMAX INC	35,957	39,000
CARRIER GLOBAL CORP	18,980	29,079
CASELLA WASTE SYS INC CL A	6,898	23,701
CBRE GROUP INC CL A	26,159	87,833
CCC INTELLIGENT SOLUTIONS HOLDINGS INC	16,640	17,126
CDW CORP	19,629	18,448
CEMEX S A B DE CV SPONS ADR	6,238	6,339
CENCORA INC	12,164	45,610
CENTENE CORP DEL	41,732	37,681
CERTARA INC	27,829	8,286
CHAMPIONX CORP	21,483	20,800
CHARLES RIVER LAB INTL	32,020	22,521
CHEESECAKE FACTORY INC	12,591	16,319
CHEVRON CORP	47,115	68,654
CHUBB LTD	54,194	121,296
CISCO SYSTEMS INC	47,860	82,229
CITIGROUP ONC NEW	49,963	45,050
COGNEX CORP	20,102	15,527
COMCAST CORP CL A NEW	62,712	59,110
COMPASS GROUP PLC SPONS ADR NEW JUNE 2017	23,326	27,712
CONMED CORP	12,220	9,718
CONOCOPHILLIPS	30,318	67,336
CORE LABORATORIES NV	13,539	6,941
COSTAR GROUP INC	16,514	37,442
COTERRA ENERGY INC	11,029	36,114
COUPANG INC CL A	27,051	26,684
CRACKER BARREL OLD COUNTRY STORE INC	13,872	6,290
CROWN CASTLE INC	55,901	52,822
CSW INDUSTRIALS INC	14,021	13,054
CSX CORP	15,748	40,241
CSX CORP	32,861	31,463
CSL LTD SPONSORED ADR	6,388	5,516
CTS CORP	9,958	12,233
CUMMINS INC	8,611	48,107
DAIICHI SANKYO CO LTD SPON ADR LEVEL 1	4,837	4,776
DARDEN RESTAURANTS INC	15,665	60,861
DARLING INGREDIENTS INC	9,417	12,128
DENTSPLY SIRONA INC	37,393	16,380
DESCARTES SYSTEMS GROUP INC	14,166	19,085
DEUTSCHE TELEKOM AG	4,703	8,836
DIAGEO PLC NEW	25,161	27,460
DIODES INC	10,865	9,312
DISCO CORP UNSPON ADR	12,908	14,348
DOLLAR TREE INC	15,168	13,264
DOUBLEVERIFY HOLDINGS INC	25,180	17,116
DOVER CORP	20,770	45,399
DOW INC	65,246	47,273
DR HORTON INC	4,350	52,992
DUKE ENERGY CORP NEW	69,498	82,098
DYNATRACE INC	62,815	64,622
EASTMAN CHEMICAL CO	21,794	35,432
ENERSYS	10,696	12,108
ENGIE SPON ADR	10,816	10,156
ENSIGN GROUP INC	23,421	33,746
ENTEGRIS INC	2,152	7,826
ENTEGRIS INC	25,664	24,666
ENTEGRIS INC	46,807	45,171
ENTERPRISE FINANCIAL SERVICES CORP	11,178	13,705
EXPERIAN PLC ADR	11,999	24,142
EXPONENT INC	13,355	17,107
EXPRO GROUP HOLDINGS NV	9,558	6,472
EXXON MOBIL CORP	69,651	96,275
FERGUSON ENTERPRISES INC	21,069	24,300
FERGUSON ENTERPRISES INC	33,869	46,864
FERRARI NV NEW	16,899	48,007
FIRST MERCHANTS CORP	12,867	14,480
FIRSTCASH HOLDINGS INC	14,098	17,198
FISERV INC	56,708	94,699
FIVE BELOW INC	16,478	27,185
FLOOR & DECOR HOLDINGS INC CL A	26,500	29,412
FLOWSERVE CORP	8,118	18,636
FORMFACTOR INC	5,990	17,600
FORTINET INC	72,186	94,858
FOUR CORNERS PROPERTY TRUST INC	9,393	10,232
FRANKLIN ELECTRIC CO INC	7,620	17,151
FRESENIUS MEDICAL CARE AG & CO KGAA SPON ADR REPSTG SHS	40,201	27,734
FRESHPET INC	16,815	24,882
FRONTLINE PLC	11,630	7,563
FUJIFILM HOLDINGS CORP ADR	9,748	10,537
GATX CORP	5,272	17,046
GATX CORP	11,564	40,754
GE VERNOVA LLC	13,735	20,065
GENERAL DYNAMICS CORP	8,823	31,092
GENERAL DYNAMICS CORP	57,101	80,364
GENUINE PARTS CO	40,719	49,623
GLOBAL PAYMENTS INC	24,966	39,109
GLOBANT S A	13,830	54,463
GODADDY INC	11,130	45,198
GRAND CANYON EDUCATION	25,711	57,494
GRID DYNAMICS HOLDINGS	24,976	21,595
GRUPO FINANCIERO BANORTE SAB DE C V	15,070	9,630
GUIDEWIRE SOFTWARE INC	27,251	48,888
HEALTHPEAK PPTYS INC	57,373	42,425
HEARTLAND FINL USA INC	12,387	14,652
HEICO CORP NEW	10,417	60,386
HELEN OF TROY LTD BERMUDA	9,751	5,026
HELMERICH & PAYNE INC	8,514	8,549
HELMERICH & PAYNE INC	29,042	20,653
HEXCEL CORP NEW	14,529	15,612
HEXCEL CORP NEW	25,262	26,773
HITACHI LTD ADR 10 COM	5,148	12,118
HORACE MANN EDUCATORS	6,509	6,434
HOULIHAN LOKEY INC	7,864	30,043
HOULIHAN LOKEY INC	18,256	60,434
HOWMET AEROSPACE INC	27,854	31,936
HOYA CORP SPON ADR	4,728	5,580
HSBC HOLDINGS PLC SPONSORED ADR NEW	9,981	14,640
ICICI BANK LIMITED SPONSORED ADR	22,189	30,159
ICICI BANK LIMITED SPONSORED ADR	10,934	15,945
ICON PLC	33,158	36,490
INTEGER HLDGS CORP	11,810	21,733
INTERCONTINENTAL	8,052	57,667
INTUIT INC	31,557	90,504
IQVIA HOLDINGS INC	45,708	37,533
ITUA UNIBANCO HOLDING SA	17,829	13,466
JACK HENRY & ASSOCIATES	15,905	16,128
JBS S A	9,336	11,524
JOHNSON & JOHNSON	67,894	76,649
JOHNSON CONTROLS INTL	51,783	97,636
JPMORGAN CHASE & CO	28,860	104,034
KADANT INC	21,327	22,769
KB FINANCIAL GROUP INC SPON ADR REPSTG 1 COM	15,817	21,053
KENVUE INC	58,750	61,275
KEYCORP NEW	28,693	40,416
KEYSIGHT TECHNOLOGIES	9,991	47,386
KINSALE CAPITAL GROUP INC	24,366	35,815
KONINKLIJKE PHILIPS N V NEW 2000 SPON ADR	33,911	27,244
KORNIT DIGITAL LTD	19,473	16,899
LABCORP HOLDINGS INC	24,927	38,984
LINDE PLC	22,050	28,051
LINDE PLC	7,522	9,629
LITTELFUSE INC	7,486	9,897
LONDON STOCK EXCHANGE GROUP ADR	5,082	8,102
LOWES COMPANIES INC	20,809	56,270
LVMH MOET HENNESSY LOUIS VUITTON ADR	1,650	6,535
MASCO CORP	20,391	43,252
MASCO CORP	23,389	57,258
MASTERCARD INC CL A	33,831	52,657
MEDPACE HOLDINGS INC	18,454	37,210
MEDTRONIC PLC	72,450	59,351
MEITUAN UNSPON ADR REPSTG 2 CL B SHS	37,119	30,272
MEITUAN UNSPON ADR REPSTG 2 CL B SHS	12,675	12,924
MERCADOLIBRE INC	13,566	17,004
MERCK & COMPANY INC NEW	37,687	69,139
MERITAGE HOMES CORP	3,045	12,459
MERUBENI CORP ADR	4,792	4,961
META PLATFORMS INC	163,637	191,462
MICROCHIP TECHNOLOGY INC	22,382	20,589
MICRON TECHNOLOGY INC	11,641	20,283
MICROSOFT CORP	43,087	247,421
MICROSOFT CORP	5,001	49,316
MISUBISHI HEAVY INDUSTRIES LTD ADR	28,870	33,352
MITSUBISHI UFJ FINANCIAL GROUP INC SPON ADR	12,618	14,615
MONDAY COM LTD	23,284	25,192
MOOG INC CLASS A	7,388	18,306
MORGAN STANLEY	30,750	99,193
MURPHY OIL CORP	21,672	15,977
NEOGEN CORP	18,143	7,697
NESTLE S A SPON ADR REPSTG REG SHS	6,472	6,128
NEUROCRINE BIOSCNCS INC	38,197	56,511
NEXTERA ENERGY INC	19,047	55,488
NOVARTIS AG	46,358	67,630
NOVO NORDISK AS ADR	7,377	6,107
NOVO NORDISK AS ADR	92,288	63,397
NOVO NORDISK AS ADR	22,656	38,365
NU HOLDINGS LTD CL A	21,804	20,399
NVIDIA CORP	44,266	341,634
OCEANEERING INTL INC	9,480	14,735
ONE GAS INC	11,657	12,950
OPTION CARE HEALTH INC NEW	14,840	10,626
O REILLY AUTOMOTIVE INC	21,928	27,273
PACKAGING CORP OF AMERICA	15,223	42,550
PAN PAC INTL HOLDINGS CORP ADR	6,885	9,649
PARSONS CORP	10,553	23,339
PAYCOM SOFTWARE INC	32,326	40,584
PAYLOCITY HOLDING CORP	24,577	38,498
PEBBLEBROOK HOTEL TRUST	6,031	4,485
PFIZER INC	52,551	41,997
PHILIP MORRIS INTL INC	50,880	88,457
PLEXUS GROUP	6,998	15,179
PRIVIA HEALTH GROUP INC	36,724	30,694
PROGRESSIVE CORP OH	15,653	38,577
PROGRESSIVE CORP OH	5,594	64,695
QUALCOMM INC	43,359	39,019
QUEST DIAGNOSTICS INC	32,317	35,150
QIAGEN NV	35,326	35,758
RAYMOND JAMES FINANCIAL INC	7,961	64,307
RB GLOBAL INC	18,447	50,969
REINSURANCE GROUP AMERICA INC NEW	11,447	19,227
REINSURANCE GROUP AMERICA INC NEW	20,715	57,253
RENAISSANCERE HOLDINGS	22,010	43,044
RENESAS ELECTRONICS CORP ADR REPSTG 1/2	10,929	10,095
REPLIGEN CORP	19,397	16,841
REPUBLIC SERVICES INC	6,230	70,614
RHEINMETALL AG ADR	15,247	23,032
ROLLINS INC	11,359	34,067
ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR	39,459	37,741
ROSS STORES INC	37,582	37,515
RTX CORP	45,187	85,286
RYDER SYSTEM INC	2,684	13,490
SABRE CORP	18,663	13,166
SANDOZ GROUP AG SPONS ADS	7,826	10,044
SAFRAN S A SPON ADR	37,197	45,671
SAP SE SPON ADR	41,213	41,117
SBA COMMUNICATIONS CORP	36,870	31,385
SCHLUMBERGER LTD	9,275	10,045
SCHNEIDER ELECTRIC SE ADR	17,560	28,543
SCHWAB CHARLES CORP NEW	43,826	63,945
SCOTTS MIRACLE-GRO CO	13,624	14,727
SCOTTS MIRACLE-GRO CO	35,612	31,047
SEA LTD ADR	36,374	56,551
SEALED AIR CORP NEW	19,349	22,531
SENSATA TECHNOLOGIES	46,438	26,578
SHINHAN FINANCIAL GROUP CO LTD SPON ADR	7,482	6,938
SIEMENS ENERGY AG ADR	29,554	33,995
SIEMENS A G SPON ADR	45,738	67,966
SIMPSON MANUFACTURING CO INC	21,588	21,060
SKYWORKS SOLUTIONS INC	40,234	35,561
SMITH & NEPHEW PLC NEW SPONS ADR	18,145	12,511
SNAP ON INC	10,360	53,638
SOFTBANK GROUP ADR	19,477	22,998
SONY GROUP CORP ADR NEW	26,645	37,813
SOUTH STATE CORP	12,301	17,409
SOUTHERN COPPER CORP DEL	6,311	6,015
SPOTIFY TECHNOLOGY SA	28,623	41,606
SPS COMMERCE INC DELAWARE	18,122	26,311
SPX TECHNOLOGIES INC	7,201	19,500
STAG INDUSTRIAL INC	11,636	12,412
STAR BULK CARRIERS CORP	6,504	5,756
STERIS PLC	15,639	26,517
STIFEL FINANCIAL CORP	4,858	16,018
STIFEL FINANCIAL CORP	19,212	61,314
SUMITOMO MITSUI FINL GRP INC	10,514	17,997
SYNOPSYS INC	1,770	27,180
SYNOPSYS INC	24,767	23,783
SYSCO CORP	29,145	30,737
SYSCO CORP	22,125	29,361
TAIWAN SEMICONDUCTOR	50,393	69,122
TAIWAN SEMICONDUCTOR	14,298	42,855
TARGET CORP	38,203	54,883
TECHNIPFMC PLC	11,043	20,374
TECK RESOURCES LTD CL B	10,760	9,525
TENCENT HOLDINGS LTD	12,297	14,199
TIMKEN CO	4,581	8,350
TJX COS INC NEW	4,390	15,705
TOAST INC CL A	20,536	33,388
TORM PLC CL A	10,762	5,991
TJX COS INC NEW	1,941	38,418
TRAVELERS COS INC	26,781	59,741
TRINET GROUP INC	8,107	7,715
TRUIST FINANCIAL CORP	63,307	56,090
TRUSTMARK CORP	11,804	13,830
TYLER TECHNOLOGIES INC	18,823	55,357
UBS GROUP AG	25,926	25,499
UBER TECHNOLOGIES INC	75,086	64,361
ULTA BEAUTY INC	37,041	38,709
UNICREDIT SPA ADR NEW 2017	4,109	10,549
UNILEVER PLC	29,256	36,572
UNILEVER PLC	53,669	63,674
UNITED BANKSHARES INC WV	12,734	13,706
UNITED COMMUNITY BANK BLAIRSVILLE GA	13,111	13,570
UNITED FIRE GRP INC	6,925	3,841
UNITED PARCEL SERVICE INC	43,398	32,912
UNITEDHEALTH GROUP INC	15,076	39,963
VEOLIA ENVIRONMENT	8,955	10,509
VERISK ANALYTICS INC	5,247	21,208
VICI PROPERTIES INC	52,599	49,686
VINCI S A ADR	5,579	4,440
VISA INC CL A	6,597	71,425
WASTE CONNECTIONS INC	13,800	17,844
WATSCO INC	11,936	33,646
WEC ENERGY GROUP INC	28,771	42,130
WEST PHARMACEUTICAL	14,321	46,841
WOLVERINE WORLD WIDE INC	10,190	6,882
WOODWARD INC	17,728	46,764
WORKIVA INC	20,884	41,829
3I GROUP PLC ADR	32,183	35,342

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

ROBERT E DODS FAMILY FOUNDATION

EIN:

82-5068080

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
VANGUARD TREASURY MONEY MARKET INVESTOR CL	AT COST	1,200,000	1,200,000

- TIN:

TY 2024 OtherExpensesSchedule

Name:

ROBERT E DODS FAMILY FOUNDATION

EIN:

82-5068080

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
IL FILING FEES	15	0		15

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

ROBERT E DODS FAMILY FOUNDATION

EIN:

82-5068080

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEES	89,293	89,293		0

- TIN:

TY 2024 TaxesSchedule

Name:

ROBERT E DODS FAMILY FOUNDATION

EIN:

82-5068080

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	5,368	5,368		0
FEDERAL TAX	6,469	0		0