TY 2025 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.
Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2025

Open to Public Inspection

For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25

Name of foundation
ROBERT E DODS FAMILY FOUNDATION INC

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
LONGBOAT KEY

State or province
FL

Country

ZIP or foreign postal code
34228

A Employer identification number

82-5068080

B Telephone number (see instructions)

9413877733

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

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

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

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

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 .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$17,747,789J 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)	2,053,695
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	273,601		273,601
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,422,022
b	Gross sales price for all assets on line 6a 7,586,960
7	Capital gain net income (from Part IV, line 2)...			3,262,668
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........	3,749,318		3,536,269
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).........	List of Attached Documents: // Content	9,540	0	9,540
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	81,731	81,731	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	46,624	5,833	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	121	0	121
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	142,616		87,564	14,261
25	Contributions, gifts, grants paid.......	599,725			599,725
26	Total expenses and disbursements. Add lines 24 and 25 ................	742,341		87,564	613,986
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	3,006,977
b	Net investment income (if negative, enter -0-)			3,448,705
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2025)

Form 990-PF (2025)

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.........	377,134	376,775	376,775
	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).......	8,199,294	List of Attached Documents: // Content 9,507,459	14,462,763
	c	Investments—corporate bonds (attach schedule).......	7,048	List of Attached Documents: // Content 5,389	5,421
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,200,000	List of Attached Documents: // Content 2,902,830	2,902,830
	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)	9,783,476	12,792,453	17,747,789
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................		2,000
	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	2,000
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	9,783,476	12,790,453
	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).....	9,783,476	12,790,453
	30	Total liabilities and net assets/fund balances (see instructions).	9,783,476	12,792,453

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

9,783,476

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

3,006,977

Other increases not included in line 2 (itemize)

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

12,790,453

Decreases not included in line 2 (itemize)

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

12,790,453

Form 990-PF (2025)

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	P
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	1,517,491	1,477,638	39,853
b	3,991,722	2,616,768	1,374,954
c	2,075,328	213,049	1,862,279
d		16,837	-16,837
e	2,419		2,419

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			39,853
b			1,374,954
c			1,862,279
d			-16,837
e			2,419

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	3,262,668
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	47,937
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	47,937
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	47,937
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	24,480
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	24,480
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	23,457
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 2026 estimated tax	Refunded	11
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

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. $ 0(2) On foundation managers.$ 0

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

on foundation managers.$ 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....

Yes

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 2025 or the taxable year beginning in 2025? 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 addressNONE AVAILABLE

The books are in care ofROBERT E DODS Telephone no. (941) 387-7733

Located at6011 GULF OF MEXICO DRIVELONGBOAT KEYFL ZIP+4342281705

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........

and enter the amount of tax-exempt interest received or accrued during the year ........

16 At any time during calendar year 2025, 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

Form 990-PF (2025)

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 ........

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 2025? .............

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 2025, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2025?....................

If "Yes," list the years 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 2025 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 Form 4720, Schedule C, to determine

if the foundation had excess business holdings in 2025.).....................

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 2025? ..

Form 990-PF (2025)

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 .........

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
PETAR SIBINKIC	DIRECTOR 1.00	0	0	0
2383 HARBOUR OAKS DRIVE LONGBOAT KEY,FL34228	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 (2025)

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

Form 990-PF (2025)

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

14,818,780

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

311,890

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

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

15,130,670

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

15,130,670

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

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

226,960

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

14,903,710

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

745,186

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)

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

745,186

Tax on investment income for 2025 from Part V, line 5 .......

47,937

Income tax for 2025. (This does not include the tax from Part V.) ...

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

47,937

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

697,249

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

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

697,249

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

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

697,249

Part XI

Qualifying Distributions (see instructions)

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

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

613,986

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. .......

613,986

Form 990-PF (2025)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2024	(c) 2024	(d) 2025
1 Distributable amount for 2025 from Part X, line 7				697,249
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......			613,869
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2025:
a From 2020......
b From 2021......
c From 2022......
d From 2023......
e From 2024......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 613,986
a Applied to 2024, but not more than line 2a			613,869
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 2025 distributable amount.....				117
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2025.	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 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........				697,132
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 2020 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2021 ....
b Excess from 2022 ....
c Excess from 2023 ....
d Excess from 2024 ....
e Excess from 2025 ....

Form 990-PF (2025)

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 2025, enter the date of the ruling ......

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) 2025	(b) 2024	(c) 2023	(d) 2022	(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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)

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
THE SALVATION ARMY PO BOX 1988 BRADENTON,FL34206	N/A		GENERAL OPERATIONS	25,000
THE PINES OF SARASOTA FOUNDATION INC 1501 N ORANGE AVENUE SARASOTA,FL34236	N/A		GENERAL OPERATIONS	2,000
SPARCC 2139 MAIN STREET SARASOTA,FL34237	N/A		GENERAL OPERATIONS	2,500
TUNNEL TO TOWERS FOUNDATION STEPHEN SILLER 2361 HYLAN BOULEVARD STATEN ISLAND,NY10306	N/A		GENERAL OPERATIONS	25,000
SPECIAL OLYMPICS OF FLORIDA 1915 DON WICKHAM DR CLERMONT,FL34711	N/A		GENERAL OPERATIONS	1,000
MEALS ON WHEELS 550 W HILLSBOROUGH AVE TAMPA,FL33603	N/A		GENERAL OPERATIONS	3,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVENUE NEW YORK,NY10017	N/A		GENERAL OPERATIONS	2,000
CLIFFS RESIDENTS OUTREACH 23-A RAPTOR WAY LANDRUM,SC29356	N/A		GENERAL OPERATIONS	15,000
TURNING POINTS NETWORK 11 SCHOOL STREET CLAREMONT,NH03743	N/A		GENERAL OPERATIONS	50,000
ONE HEARTLAND 2101 HENNEPIN AVE S200 MINNEAPOLIS,MN55405	N/A		GENERAL OPERATIONS	1,000
SCOTTISH RITE FOUNDATION OF FL USA INC PO BOX 5736 WINTER PARK,FL32793	N/A		GENERAL OPERATIONS	3,000
SARASOTA MEMORIAL HEALTHCARE FOUNDATION 1515 SO OSPREY AVE NO B4 SARASOTA,FL34239	N/A		GENERAL OPERATIONS	2,000
ROTARY CLUB OF LBK PO BOX 8351 LONGBOAT KEY,FL34228	N/A		GENERAL OPERATIONS	1,000
RIDE TO WORK MINISTRY NONPROFIT INC PO BOX 1345 SENECA,SC29679	N/A		GENERAL OPERATIONS	2,500
OUR DAILY BREAD OF BRADENTON INC PO BOX 9544 BRADENTON,FL34206	N/A		GENERAL OPERATIONS	15,000
SHRINERS HOSPITALS FOR CHILDREN PO BOX 31356 TAMPA,FL33631	N/A		GENERAL OPERATIONS	2,000
SAMARITAN'S PURSE PO BOX 3000 BOONE,NC28607	N/A		GENERAL OPERATIONS	100,000
PARALYZED VETERANS OF AMERICA (PVA) 801 EIGHTEENTH STREET NW WASHINGTON,DC20006	N/A		GENERAL OPERATIONS	2,000
SOUTHEASTERN GUIDE DOGS INC 4210 77TH STREET EAST PALMETTO,FL34221	N/A		GENERAL OPERATIONS	1,000
WOUNDED WARRIOR PROJECT INC 4899 BELFOR RD SUITE 300 JACKSONVILLE,FL32256	N/A		GENERAL OPERATIONS	10,000
WESTCOAST BLACK THEATRE TROUPE 1343 MAIN STREET SUITE 402 SARASOTA,FL34236	N/A		GENERAL OPERATIONS	10,000
VETERANS OF FOREIGN WARS (VFW) PO BOX 758517 TOPEKA,KS66675	N/A		GENERAL OPERATIONS	1,000
ST JUDE RESEARCH HOSPITAL INC 4619 RAVENSWOOD CHICAGO,IL60610	N/A		GENERAL OPERATIONS	3,000
KIWANIS CLUB OF LONGBOAT KEY FOUNDATION PO BOX 8097 LONGBOAT KEY,FL34228	N/A		GENERAL OPERATIONS	10,000
MAKE-A-WISH 1702 EAST HIGHLAND AVE SUITE 400 PHOENIX,AZ85016	N/A		GENERAL OPERATIONS	2,000
MOTE MARINE LABORATORY INC 1600 KEN THOMPSON PKWY SARASOTA,FL34236	N/A		GENERAL OPERATIONS	25,000
CONCERNED WOMEN FOR AMERICA 1015 FIFTEENTH STREET WASHINGTON,DC20005	N/A		GENERAL OPERATIONS	2,000
ISRAEL TENNIS CENTERS FOUNDATION INC 432 PARK AVENUE SOUTH NO 4TH FLOOR NEW YORK,NY10016	N/A		GENERAL OPERATIONS	25,000
CYSTIC FIBROSIS FOUNDATION 6931 ARLINGTON ROAD SUITE 200 BETHESDA,MD20814	N/A		GENERAL OPERATIONS	2,000
FAMILY PROMISE PICKENS CITY PO BOX 1165 EASLEY,SC29641	N/A		GENERAL OPERATIONS	2,000
FOCUS ON THE FAMILY 8605 EXPLORER DRIVE COLORADO SPRINGS,CO80920	N/A		GENERAL OPERATIONS	1,000
BILLY GRAHAM EVANGELISTIC ASSOCIATION 1 BILLY GRAPHAM PKWY CHARLOTTE,NC28201	N/A		GENERAL OPERATIONS	2,500
FOREST CITY EDUCATION FOUNDATION 145 S CLARK ST PO BOX 270 FOREST CITY,IA50436	N/A		GENERAL OPERATIONS	200
HAND TO HAND FOUNDATION INC 3820 NORTH HWY 71 ALMA,AR72921	N/A		GENERAL OPERATIONS	2,500
HARVEST HOUSE 3650 17TH STREET SARASOTA,FL34235	N/A		GENERAL OPERATIONS	25,000
HOPE SEEDS INC 4501 MANATEE AVE WEST BRADENTON,FL34209	N/A		GENERAL OPERATIONS	3,000
GOLDEN CORNER FOOD PANTRY PO BOX 456 SENECA,SC29679	N/A		GENERAL OPERATIONS	5,000
BIBLE MISSION USA INC 244 4654 STATE RD 64 BRADENTON,FL34208	N/A		GENERAL OPERATIONS	4,000
BELONG TOGETHER PO BOX 6553 PORTLAND,OR97228	N/A		GENERAL OPERATIONS	500
AMERICARES FOUNDATION INC 88 HAMILTON AVE STAMFORD,CT06902	N/A		GENERAL OPERATIONS	15,000
AMERICAN NATIONAL RED CROSS 2025 E STREET NW WASHINGTON,DC20006	N/A		GENERAL OPERATIONS	30,000
AMERICAN FAMILY ASSOCIATION INC PO DWR 2440 TUPELO,MS38803	N/A		GENERAL OPERATIONS	500
APRICITY SERVICE 1010 STROHMEYER DRIVE NEENAH,WI54956	N/A		GENERAL OPERATIONS	1,000
CONCEPT SCHOOLS NFP 2250 E DEVON AVE SUITE 215 DES PLAINES,IL60018	N/A		GENERAL OPERATIONS	10,000
AGAPE FLIGHTS INC 100 AIRPORT AVE VENICE,FL34285	N/A		GENERAL OPERATIONS	5,000
ALL FAITHS FOOD BANK INC 8171 BLAIKIE CT SARASOTA,FL34240	N/A		GENERAL OPERATIONS	25,000
TEAM JACK FOUNDATION PO BOX 607 ATKINSON,NE68713	N/A		GENERAL OPERATIONS	3,500
PRAGER UNIVERSITY FOUNDATION 15021 VENTURA BOULEVARD NO 552 SHERMAN OAKS,CA91403	N/A		GENERAL OPERATIONS	2,000
TIDEWELL FOUNDATION INC 5955 RAND BOULEVARD SARASOTA,FL34238	N/A		GENERAL OPERATIONS	1,000
ST JOSEPH'S INDIAN SCHOOL PO BOX 89 CHAMBERLAIN,SD67325	N/A		GENERAL OPERATIONS	200
OCONEE MEMORIAL HOSPITAL FOUNDATION 298 MEMORIAL DRIVE SENECA,SC29672	N/A		GENERAL OPERATIONS	5,000
SAFE CHILDREN COALITION 1500 INDEPENDENCE BLVD 210 SARASOTA,FL34234	N/A		GENERAL OPERATIONS	25,000
CLASSROOM WITHOUT BORDERS 234 MCKEE PL PITTSBURGH,PA15213	N/A		GENERAL OPERATIONS	1,000
EASTERSEALS SOUTHWEST FLORIDA FOUNDATION 350 BRADEN AVENUE SARASOTA,FL34243	N/A		GENERAL OPERATIONS	1,000
JOCASSEE WILD OUTDOOR EDUCATION PO BOX 582 SALEM,SC29676	N/A		GENERAL OPERATIONS	500
BRING ON THE MINISTRY 4814 18TH ST WEST BRADENTON,FL34207	N/A		GENERAL OPERATIONS	500
THE FOUNDATION FOR THE IOWA CITY COMMUNITY SCHOOL DISTRICT (ICCSD) 1725 N DODGE ST IOWA CITY,IA52245	N/A		GENERAL OPERATIONS	500
HILLSDALE COLLEGE 33 E COLLEGE STREET HILLSDALE,MI49242	N/A		GENERAL OPERATIONS	2,500
MOODY RADIO 820 N LASALLE BLVD CHICAGO,IL60610	N/A		GENERAL OPERATIONS	2,000
WEST CITY CHURCH PO BOX 1004 GREENVILLE,SC29602	N/A		GENERAL OPERATIONS	10,000
WORD OF LIFE CHRISTIAN CENTER 3520 N BUFFALO DR LAS VEGAS,NV89129	N/A		GENERAL OPERATIONS	5,000
CHRIST CHURCH OF LONGBOAT KEY INC PO BOX 10185 LONGBOAT KEY,FL34228	N/A		GENERAL OPERATIONS	41,825
DISABLED AMERICAN VETERANS (DAV) 3725 ALEXANDRIA PIKE COLD SPRING,KY41076	N/A		GENERAL OPERATIONS	1,000
ST JUDE CATHOLIC CHURCH 3930 17TH ST SARASOTA,FL34235	N/A		GENERAL OPERATIONS	10,000
CRISTO REY NETWORK 11 EAST ADAMS STREET SUITE 800 CHICAGO,IL60603	N/A		GENERAL OPERATIONS	5,000
MISSIONARY CHRISTIAN SCHOOL 979 JOHN ST PICKENS,SC29671	N/A		GENERAL OPERATIONS	5,000
Total ................................. 3a				599,725

bApproved for future payment

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

Form 990-PF (2025)

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	273,601
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	1,422,022
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		1,695,623	0

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

1,695,623

(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 (2025)

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	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 (2025)

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 INC

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 ......... $

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. 2025) Page 2

Name of organization ROBERT E DODS FAMILY FOUNDATION INC

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	$ 2,053,695	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 INC		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	3839.302 SHRS JP MORGAN CHASE & CO 650.101 SHRS ELI LILLY & CO 500.000 SHRS MICROSOFT CORP	$ 2,053,695	2025-12-11
(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 INC			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 2025 AccountingFeesSchedule

Name:

ROBERT E DODS FAMILY FOUNDATION INC

EIN:

82-5068080

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

- TIN:

TY 2025 InvestmentsCorpBondsSchedule

Name:

ROBERT E DODS FAMILY FOUNDATION INC

EIN:

82-5068080

Name of Bond	End of Year Book Value	End of Year Fair Market Value
COPT DEFENSE PROPERTIES NEW	5,389	5,421

- TIN:

TY 2025 InvestmentsCorpStockSchedule

Name:

ROBERT E DODS FAMILY FOUNDATION INC

EIN:

82-5068080

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOT LABORTORIES	34,321	37,838
ADVANCED ENERGY INDUSTRIES INC	5,324	20,937
ADYEN N V ADR	26,162	33,505
AERCAP HOLDINGS N V	5,945	8,338
AGILENT TECHNOLOGIES INC	11,426	39,732
AIRBUS SE	7,863	13,901
AKAMAI TECHNOLOGIES INC	31,185	36,820
ALBANY INTL CORP	9,560	6,845
ALBEMARLE CORP	30,352	44,978
ALPHABET INC	38,257	264,172
ALTRIA GROUP INC	36,209	45,840
AMAZON.COM INC	99,998	249,286
AMERICOLD REALTY TRUST	51,431	22,389
AMKOR TECHNOLOGY INC	8,768	17,924
AON PLS CL A	9,509	16,232
APPLIED MATERIALS INC	5,828	38,293
ARCH CAPTIAL GROUP LTD	26,555	36,833
ARCHROCK INC	1,652	6,921
ARISTA NETWORKS INC	41,992	158,153
AAR CORP	5,803	12,915
ARROW ELECTRONICS INC	24,667	31,732
ASHTEAD GROUP PLC	6,306	6,508
ASM INTERNATIONAL N V	11,883	22,327
ASML HOLDING NV NY REGISTRY SHS NEW 2012	12,043	46,004
ASTRAZENECA PLC SPONSORED ADR	24,462	33,830
ASTRAZENECA PLC SPONSORED ADR	4,689	10,572
ATLANTIC UNION BANKSHARES CORP	8,583	10,166
AT&T INC	78,339	87,834
AUTODESK INC	31,358	46,474
AXA SA SPONSORED ADR	10,604	15,501
BAE SYSTEMS PLC SPON ADR	37,465	58,607
BAE SYSTEMS PLC SPON ADR	9,292	19,876
BANK OF AMERICA CORP	62,094	118,525
BCE INC	86,050	55,215
BECTON DICKINSON & CO	42,698	46,383
BENCHMARK ELECTRONICS INC	8,881	8,638
BIO RAD LABS INC CL A	29,869	35,147
BOOKING HOLDINGS INC	63,202	64,264
BOX INC CL A	9,090	10,139
BROADCOM INC	12,204	128,749
BROADCOM INC	210,743	262,690
BROADRIDGE FINANCIAL SOLUTIONS	25,465	30,797
BXP INC	32,512	31,243
C H ROBINSON WORLDWIDE INC	38,003	40,029
CABOT CORP	6,190	8,815
CADENCE DESIGN SYSTEMS INC	31,377	37,197
CAMECO CORP	15,345	30,832
CANADIAN NATURAL RES LTD	15,678	16,248
CANADIAN PACIFIC KANSAS CITY LTD	14,253	30,262
CANADIAN PACIFIC KANSAS CITY LTD	8,872	8,541
CASELLA WASTE SYS INC CL A	4,927	12,928
CBRE GROUP INC CL A	8,584	66,728
CELLNEX TELECOM S A ADR	13,054	11,878
CEMEX S A B DE CV SPONS ADR	8,749	17,350
CENCORA INC	6,571	45,934
CENTENE CORP DEL	49,485	34,443
CHEESECAKE FACTORY INC	8,635	12,166
CHEVRON CORP	47,115	72,242
CHUBB LTD	50,303	128,906
CISCO SYSTEMS INC	47,860	106,995
CITIGROUP ONC NEW	49,963	74,682
COCA COLA FEMSA SAB DE C V SPONSORED ADR	12,866	13,449
COMCAST CORP CL A NEW	62,712	47,077
CONMED CORP	12,220	5,765
CONOCOPHILLIPS	30,318	63,561
CORE LABORATORIES NV	13,539	6,428
COTERRA ENERGY INC	11,029	37,216
COUPANG INC CL A	27,051	28,638
COUPANG INC CL A	5,058	4,506
CROWN CASTLE INC	54,227	51,722
CSX CORP	8,761	36,975
CTS CORP	9,958	9,946
CUMMINS INC	2,997	58,191
DAIICHI SANKYO CO LTD SPON ADR LEVEL 1	7,785	6,372
DARDEN RESTAURANTS INC	10,284	48,397
DARLING INGREDIENTS INC	9,417	12,960
DEUTSCHE BOERSE AG	28,244	22,872
DEUTSCHE TELEKOM AG	18,225	21,713
DEXCOM INC	81,959	75,463
DIAGEO PLC NEW	25,161	18,634
DIODES INC	10,865	7,450
DISCO CORP UNSPON ADR	12,908	16,448
DOVER CORP	20,770	47,248
DOW INC	79,160	35,725
DR HORTON INC	3,374	42,345
DUKE ENERGY CORP NEW	69,498	89,314
E ON SE SPON ADR	6,476	9,868
EAST WEST BANCORP INC	31,140	38,437
EASTMAN CHEMICAL CO	21,794	24,766
EMCOR GROUP INC	39,812	39,155
ENERSYS	8,225	14,822
ENGIE SPON ADR	20,574	29,633
ENTEGRIS INC	1,199	3,707
ENTEGRIS INC	47,067	44,821
ENTERPRISE FINANCIAL SERVICES CORP	7,364	9,126
ESSILOR LUXOTTICA UNPON ADR	7,573	8,396
EVERUS CONSTRUCTION GROUP INC	5,866	9,583
EXPERIAN PLC ADR	11,999	25,521
EXPRO GROUP HOLDINGS NV	11,151	9,705
EXXON MOBIL CORP	63,590	99,040
FERGUSON ENTERPRISES INC	29,842	26,716
FERRARI NV NEW	9,354	23,282
FIRST MERCHANTS CORP	8,801	9,782
FIRSTCASH HOLDINGS INC	14,098	26,457
FLOWSERVE CORP	7,416	20,536
FORMFACTOR INC	5,046	18,798
FOUR CORNERS PROPERTY TRUST INC	7,144	6,687
FRANKLIN ELECTRIC CO INC	5,239	11,559
FUJIFILM HOLDINGS CORP ADR	9,748	10,781
GATX CORP	3,928	14,246
GATX CORP	11,564	44,605
GE VERNOVA LLC	40,849	78,428
GE AEROSPACE	40,454	66,843
GENERAL DYNAMICS CORP	8,823	39,726
GENERAL DYNAMICS CORP	57,101	102,681
GENUINE PARTS CO	40,719	52,258
GLOBAL PAYMENTS INC	24,966	27,013
GRUPO FINANCIERO BANORTE SAB DE C V	21,142	21,632
HEALTHPEAK PPTYS INC	92,232	56,473
HELMERICH & PAYNE INC	8,514	7,658
HELMERICH & PAYNE INC	29,042	18,499
HEXCEL CORP NEW	11,000	14,041
HEXCEL CORP NEW	42,600	54,686
HITACHI LTD ADR 10 COM	5,148	15,288
HORACE MANN EDUCATORS	6,509	7,574
HOULIHAN LOKEY INC	5,275	20,554
HOULIHAN LOKEY INC	10,397	35,186
HOWMET AEROSPACE INC	45,570	79,138
HOYA CORP SPON ADR	4,728	6,824
ICICI BANK LIMITED SPONSORED ADR	22,189	30,098
INTEGER HLDGS CORP	8,421	9,255
INTERCONTINENTAL	3,170	46,159
INTESA SANPAOLO SPA	14,022	19,598
INTUIT INC	63,730	131,822
IQVIA HOLDINGS INC	54,200	59,959
ITUA UNIBANCO HOLDING SA	0	26,986
JBS S A	20,940	21,817
JOHNSON & JOHNSON	67,894	109,684
JOHNSON CONTROLS INTL	47,254	138,790
JPMORGAN CHASE & CO	21,338	114,710
KB FINANCIAL GROUP INC SPON ADR REPSTG 1 COM	8,863	19,101
KEYSIGHT TECHNOLOGIES	9,991	59,941
LABCORP HOLDINGS INC	24,927	42,650
LINDE PLC	22,050	28,568
LINDE PLC	7,522	9,807
LITTELFUSE INC	7,486	10,623
LONDON STOCK EXCHANGE GROUP ADR	10,849	11,464
LOWES COMPANIES INC	43,356	77,654
MARUBENI CORP ADR	11,262	20,130
MASCO CORP	23,389	50,070
MASTERCARD INC CL A	28,712	49,096
MEDTRONIC PLC	72,450	71,373
MERCADOLIBRE INC	13,566	20,143
MERCK & COMPANY INC NEW	37,687	73,156
MERITAGE HOMES CORP	3,045	10,660
META PLATFORMS INC	123,701	165,023
MICROSOFT CORP	149,067	381,093
MICROSOFT CORP	5,001	56,584
MISUBISHI HEAVY INDUSTRIES LTD ADR	26,109	52,240
MITSUBISHI UFJ FINANCIAL GROUP INC SPON ADR	12,618	19,777
MITSUBISHI ELEC CORP ADR	6,270	11,542
MIZUHO FINANCIAL GRP INC	15,120	19,786
MONDAY COM LTD	19,788	13,428
MOOG INC CLASS A	5,358	16,561
MORGAN STANLEY	30,750	140,071
MURPHY OIL CORP	21,672	16,500
NATIONAL GRID PLC SPON ADR NEW 2017	11,116	11,989
NESTLE S A SPON ADR REPSTG REG SHS	6,472	7,409
NETFLIX INC	61,046	56,256
NEXTERA ENERGY INC	19,047	62,137
NINTENDO LTD	36,875	31,056
NORTHEAST BANK LEWISTON ME	8,475	9,250
NOVARTIS AG	39,358	82,860
NOVO NORDISK AS ADR	19,049	19,080
NU HOLDINGS LTD CL A	21,804	32,961
NVIDIA CORP	71,639	515,859
OMNICON GROUP INC	41,253	39,325
OCEANEERING INTL INC	7,299	10,453
ONE GAS INC	8,540	10,583
ORACLE CORP	55,025	45,024
PACKAGING CORP OF AMERICA	15,223	38,977
PANASONIC HOLDINGS CORP ADR	10,125	11,827
PARSONS CORP	8,166	12,236
PEBBLEBROOK HOTEL TRUST	6,001	3,747
PERUSAHAN PERSEROAN PERSERO ADR PORT	13,894	17,914
PFIZER INC	31,790	26,294
PHILIP MORRIS INTL INC	50,880	117,894
PHILIP MORRIS INTL INC	56,123	51,328
PINTEREST INC	34,528	24,285
PLEXUS GROUP	5,465	11,172
PROGRESSIVE CORP OH	2,279	25,049
QUALCOMM INC	50,945	51,999
QIAGEN NV	40,508	41,148
RAYMOND JAMES FINANCIAL INC	3,897	44,483
RECKITT BENCKISER PLC SPONSORED ADR	6,733	8,256
REDDIT INC	66,413	73,099
REINSURANCE GROUP AMERICA INC NEW	6,884	12,004
REINSURANCE GROUP AMERICA INC NEW	20,715	54,527
RENAISSANCERE HOLDINGS	22,010	48,641
RENESAS ELECTRONICS CORP ADR REPSTG 1/2	10,929	10,853
REPUBLIC SERVICES INC	4,693	56,585
RHEINMETALL AG ADR	21,458	20,834
RHEINMETALL AG ADR	4,062	27,047
ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR	38,551	81,477
ROSS STORES INC	37,582	44,675
RTX CORP	45,187	135,166
RYDER SYSTEM INC	2,122	13,015
SABRE CORP	18,663	4,906
SANDOZ GROUP AG SPONS ADS	7,826	18,048
SAFRAN S A SPON ADR	26,265	51,969
SAP SE SPON ADR	41,213	40,566
SBA COMMUNICATIONS CORP	36,870	29,788
SCHNEIDER ELECTRIC SE ADR	12,399	13,843
SCOTTS MIRACLE-GRO CO	12,398	12,195
SCOTTS MIRACLE-GRO CO	39,901	36,585
SEA LTD ADR	28,253	52,814
SEAGATE TECHNOLOGY HOLDINGS PUBLIC	31,096	37,178
SENSATA TECHNOLOGIES	46,438	32,291
SERVICENOW INC	30,184	24,510
SHINHAN FINANCIAL GROUP CO LTD SPON ADR	10,998	16,947
SHOPIFY INC	32,146	30,745
SIEMENS ENERGY AG ADR	51,479	96,286
SIEMENS ENERGY AG ADR	31,398	31,113
SIEMENS ENERGY AG ADR	33,163	100,347
SKYWORKS SOLUTIONS INC	55,089	38,807
SLB LTD	19,709	21,570
SMURFIT WESTROCK PLC	8,498	6,729
SNAP ON INC	5,272	44,453
SOFTBANK GROUP ADR	3,070	7,768
SOUTH STATE CORP	9,548	13,081
SOUTHERN COPPER CORP DEL	6,090	9,469
SPOTIFY TECHNOLOGY SA	19,253	37,746
SPX TECHNOLOGIES INC	3,977	14,804
SSE PLC SPON ADR	6,373	9,844
STAG INDUSTRIAL INC	7,929	9,741
STANDARD CHARTERED PLC UNSPON ADR	14,183	25,670
STELLANTIS N V	7,139	8,342
STIFEL FINANCIAL CORP	3,668	14,275
STIFEL FINANCIAL CORP	10,894	47,959
SUMITOMO MITSUI FINL GRP INC	17,438	33,170
SUZANO S A SPON ADR	7,367	7,584
SYNOPSYS INC	32,044	51,199
SYSCO CORP	22,125	28,297
TAIWAN SEMICONDUCTOR	32,577	72,630
TAIWAN SEMICONDUCTOR	1,590	34,340
TARGET CORP	38,203	39,687
TENCENT HOLDINGS LTD	39,628	45,088
TIMKEN CO	3,641	7,824
TJX COS INC NEW	1,434	36,098
TRAVELERS COS INC	26,781	71,935
TRINET GROUP INC	8,107	5,026
TRUIST FINANCIAL CORP	74,132	75,685
TRUSTMARK CORP	8,837	11,490
TWILIO INC CL A	40,233	45,801
UBS GROUP AG	25,926	38,947
UBER TECHNOLOGIES INC	97,416	106,795
ULTA BEAUTY INC	38,084	55,661
UMB FINANCIAL CORP	9,734	11,964
UNILEVER PLC	50,911	65,269
UNITED BANKSHARES INC WV	10,776	12,019
UNITED COMMUNITY BANK BLAIRSVILLE GA	11,511	12,207
UNITED PARCEL SERVICE INC	62,745	42,255
UNITEDHEALTH GROUP INC	48,832	47,536
VANGUARD SMALL CAP GROWTH ETF	503,235	544,852
VANGUARD MID CAP GROWTH ETF	503,589	550,705
VANGUARD S&P 500 INDEX ETF	1,520,205	1,788,476
VEOLIA ENVIRONMENT	11,139	15,537
VERTIV HOLDINGS LLC CL A	32,241	32,240
VICI PROPERTIES INC	52,305	47,832
VINCI S A ADR	8,550	9,715
VISA INC CL A	5,750	69,090
WASTE CONNECTIONS INC	13,800	18,237
WEC ENERGY GROUP INC	21,992	39,758
WINTRUST FINANCIAL CORP	37,123	40,128
WOLVERINE WORLD WIDE INC	8,653	6,207
WOODWARD INC	12,239	70,138
3I GROUP PLC ADR	32,188	34,064

- TIN:

TY 2025 InvestmentsOtherSchedule2

Name:

ROBERT E DODS FAMILY FOUNDATION INC

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	2,902,830	2,902,830

- TIN:

TY 2025 LegalFeesSchedule

Name:

ROBERT E DODS FAMILY FOUNDATION INC

EIN:

82-5068080

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	9,540	0		9,540

- TIN:

TY 2025 OtherExpensesSchedule

Name:

ROBERT E DODS FAMILY FOUNDATION INC

EIN:

82-5068080

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
IL FILING FEES	121	0		121

- TIN:

TY 2025 OtherProfessionalFeesSchedule

Name:

ROBERT E DODS FAMILY FOUNDATION INC

EIN:

82-5068080

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEES	81,731	81,731		0

- TIN:

TY 2025 TaxesSchedule

Name:

ROBERT E DODS FAMILY FOUNDATION INC

EIN:

82-5068080

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	5,833	5,833		0
FEDERAL TAX	40,791	0		0