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
ROHDE FAMILY CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 464
  Room/suite
City or town
CEDAR RAPIDS
State or province
IA
Country  
ZIP or foreign postal code
52406
A Employer identification number

42-1452341
B Telephone number (see instructions)

3193107927
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$3,853,068J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 60,103
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 105,798 105,712  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 136,200
b Gross sales price for all assets on line 6a 932,430
7 Capital gain net income (from Part IV, line 2)... 135,406
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........ 302,101 241,118  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
105 0   105
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,169 2,085   2,084
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
39,031 39,031   0
17 Interest............... 1,136 1,136   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,422 4,915   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,588 0   1,588
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 55,451 47,167   3,777
25 Contributions, gifts, grants paid....... 181,000 181,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 236,451 47,167   184,777
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 65,650
b Net investment income (if negative, enter -0-) 193,951
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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 64,084 46,215 46,215
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) 321,677 Click to see attachment
List of Attached Documents:
// Content
345,139 		326,873
b Investments—corporate stock (attach schedule)....... 1,986,329 Click to see attachment
List of Attached Documents:
// Content
2,001,018 		2,675,257
c Investments—corporate bonds (attach schedule)....... 237,195 Click to see attachment
List of Attached Documents:
// Content
241,710 		239,375
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 664,141 Click to see attachment
List of Attached Documents:
// Content
704,994 		565,348
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) 3,273,426 3,339,076 3,853,068
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,273,426 3,339,076
29 Total net assets or fund balances (see instructions)..... 3,273,426 3,339,076
30 Total liabilities and net assets/fund balances (see instructions). 3,273,426 3,339,076
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,273,426
2
Enter amount from Part I, line 27a .....................
2
65,650
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,339,076
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,339,076
Form 990-PF (2025)
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 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 932,284   797,024 135,260
b 146     146
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       135,260
b       146
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 135,406
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,696
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 2,696
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 2,696
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,600
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 3,600
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 904
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax904 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
IA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofSARA SAUTER Telephone no. (319) 310-7927

Located at2401 WHITE EAGLE TRAIL SECEDAR RAPIDSIA ZIP+452403
15
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 ........
15
 
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)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 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.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CHARLES A ROHDE SEC/TREAS/DIRECTOR
1.00 		0 0 0
2813 INDIAN HILL RD SE
CEDAR RAPIDS,IA52403
SARA SAUTER PRESIDENT/DIRECTOR
1.00 		0 0 0
2401 WHITE EAGLE TRAIL SE
CEDAR RAPIDS,IA52403
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
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 arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,659,767
b
Average of monthly cash balances.......................
1b
92,837
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,752,604
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,752,604
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
56,289
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,696,315
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
184,816
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.)
1
Minimum investment return from Part IX, line 6..................
1
184,816
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,696
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,696
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
182,120
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
182,120
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
182,120
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
184,777
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
184,777
Form 990-PF (2025)
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 7 182,120
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 142,959
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: $ 184,777
a Applied to 2024, but not more than line 2a 142,959
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..... 41,818
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 .......... 		140,302
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)
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 or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
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).)
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)
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)
aPaid during the year

BIG BROTHER BIG SISTERS

3150 E AVE NW STE 103
CEDAR RAPIDS,IA524052900 		NONE   GENERAL OPERATING FUND 2,500

BOYS & GIRLS CLUB OF CEDAR RAPIDS

420 6TH ST STE 240
CEDAR RAPIDS,IA52401 		NONE   GENERAL OPERATING FUND 12,500

BRUCEMORE INC

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

CAMP COURAGEOUS OF IOWA

PO BOX 418
MONTICELLO,IA52310 		NONE   GENERAL OPERATING FUND 5,000

CATHERINE MCAULEY CENTER

1220 5TH AVE
CEDAR RAPIDS,IA524030000 		NONE   GENERAL OPERATING FUND 1,000

CEDAR RAPIDS FREE HEALTH CLINIC

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

CEDAR RAPIDS MUSEUM OF ART

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

CEDAR RAPIDS PUBLIC LIBRARY

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

CEDAR VALLEY HUMANE SOCIETY

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

COE COLLEGE

1220 1ST AVE NE
CEDAR RAPIDS,IA524025008 		NONE   GENERAL OPERATING FUND 5,000

EPILEPSY FOUNDATION OF IOWA

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

FOUNDATION 2

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

HAWKEYE AREA COMMUNITY ACTION PROGRAM INC

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

INDIAN CREEK NATURE CENTER

5300 OTIS RD SE
CEDAR RAPIDS,IA524037100 		NONE   GENERAL OPERATING FUND 7,500

JUNIOR ACHIEVEMENT OF EAST CENTRAL IOWA

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

KIRKWOOD FOUNDATION

6301 KIRKWOOD BLVD SW
CEDAR RAPIDS,IA52404 		NONE   GENERAL OPERATING FUND 55,000

MATTHEW 25

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

MERCY MEDICAL CENTER FOUNDATION

701 10TH STREET SE
CEDAR RAPIDS,IA52403 		NONE   NURSE RESIDENCY PROGRAM 10,000

MERCY MEDICAL CENTER FOUNDATION

701 10TH STREET SE
CEDAR RAPIDS,IA52403 		NONE   HALLMAR VILLAGE SUPPORT 5,000

MIRACLES IN MOTION

2049 120TH ST NW
SWISHER,IA523389512 		NONE   GENERAL OPERATING FUND 1,000

MT MERCY UNIVERSITY

1330 ELMHURST DR NE
CEDAR RAPIDS,IA524024763 		NONE   $10,000 FOOTBALL PROGRAM SUPPRT; $12,000 SCHOLARSHIP FUND SUPPORT 22,000

NATIONAL CZECH & SLOVAK MUSEUM & LIBRARY

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

ORCHESTRA IOWA

119 3RD AVE SE
CEDAR RAPIDS,IA52401 		NONE   GENERAL OPERATING FUND 5,000

TANGER PLACE

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

THEATRE CEDAR RAPIDS

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

WAYPOINT

318 5TH ST SE
CEDAR RAPIDS,IA524010000 		NONE   GENERAL OPERATING FUND 12,500

WILLIS DADY EMERGENCY SHELTER INC

1247 4TH AVE SE
CEDAR RAPIDS,IA52403 		NONE   GENERAL OPERATING FUND 2,500
Total ................................. 3a 181,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
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
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 ....     14 105,798  
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 ............ 		    18 136,200  
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) .. 0 241,998 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
241,998
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
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
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
ROHDE FAMILY CHARITABLE FOUNDATION
 
Employer identification number

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

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

527 political organization


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

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

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

$ 60,103


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
ROHDE FAMILY CHARITABLE FOUNDATION
  		Employer identification number

42-1452341
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
ROHDE FAMILY CHARITABLE FOUNDATION
  		Employer identification number

42-1452341
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
ROHDE FAMILY CHARITABLE FOUNDATION
EIN:
42-1452341
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,169 2,085   2,084

TY 2025 InvestmentsCorpBondsSchedule
Name:
ROHDE FAMILY CHARITABLE FOUNDATION
EIN:
42-1452341
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 16,050 16,544
AMAZON.COM INC 17,970 17,124
AT&T INC 16,848 17,069
CITIGROUP INC 17,027 16,968
COMCAST CORP 17,260 17,092
CVS HEALTH CORP 17,570 17,056
ENTERPRISE PRODUCTS OPER 16,851 16,026
GOLDMAN SACHS GROUP INC 16,985 16,876
JPMORGAN CHASE & CO 21,694 21,217
MORGAN STANLEY 16,744 16,884
UNITED HEALTH GROUP INC 16,542 16,258
VERIZON COMMUNICATIONS 17,241 17,040
WELLS FARGO & COMPANY 16,765 16,888
WILLIAMS COMPANIES INC 16,163 16,333

TY 2025 InvestmentsCorpStockSchedule
Name:
ROHDE FAMILY CHARITABLE FOUNDATION
EIN:
42-1452341
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 17,610 20,797
ABBVIE INC 9,985 14,623
ABM INDUSTRIES INC 833 931
ACCENTURE PLC 23,934 21,464
AGILENT TECHNOLOGIES INC 991 1,905
AGIOS PHARMACEUTICALS 862 708
AIA GROUP LTD 12,967 12,432
AIRBNB INC 10,140 10,315
AIRBUS SE 6,231 7,935
AKAMAI TECHNOLOGY 1,502 1,745
AKZO NOBEL N V 10,492 9,630
ALAMO GROUP INC 638 504
ALBEMARLE CORP 1,551 2,263
ALPHABET GROUP INC 8,899 16,589
AMADEUS IT GROUP SA 21,199 22,849
AMAZON COM INC 32,807 44,779
AMERICAN EXPRESS COMPANY 8,056 19,237
AMERICOLD RLTY TR 2,015 952
AMICUS THERAPEUTICS INC 720 983
ANALOG DEVICES INC 12,056 19,798
AON PLC 17,595 24,349
APPLE INC 15,607 33,167
APPLIED INDL STRL TECH 246 770
APPLIED MATERIAL INC 235 1,542
ARCBEST CORPORATION 451 297
ARCOSA INC REG 994 1,170
ARDEL YX INC 952 752
ARISTA NETWORKS INC REG 1,739 1,703
ARROW ELECTRONICS 1,375 1,543
ARTIVION INC 656 1,551
ASGN INC 1,138 819
ASML HOLDINGS NV NY 5,553 11,768
ASSOCIATED BANC CRP 1,251 1,417
ATLAS COPCO A ADR NEW 10,899 11,713
ATRICURE INC 1,157 1,226
AXSOME THERAPEUTICS INC 921 1,826
BALDWIN INS GRP INC 723 721
BANCO BRADESCO A ADR 8,084 9,624
BARCLAYS PLC 20,219 36,597
BEIERSDORF AG SHS 511 510
BIO RAD LABS 1,646 1,515
BLACK HILLS CORP 882 1,041
BLACKROCK INC REG SHS 18,661 18,196
BLOOM ENERGY CORP CL A 320 261
BNP PARIBAS SPONSORED 14,197 22,278
BOEING COMPANY 27,582 30,397
BOISE CASCADE CO 288 662
BOX INC 521 568
BRIDGEBIO PHARMA INC REG 1,038 1,989
BRINKER INTL INC 242 861
BRITISH AMN TABACO SPADR 10,197 19,364
BROADCOM INC 7,413 12,460
BROADRIDGE FINL 1,278 1,562
BXP INC 1,906 1,620
C.H. ROBINSON WORLDWIDE 1,739 2,090
CALIX NETWORKS INC 281 265
CAPGEMINI SE SHS 4,704 4,096
CASELLA WASTE SYS INC A 584 1,175
CATERPILLAR INC DEL 13,078 17,759
CBRE GROUP INC 965 3,537
CENCORA INC 658 2,364
CENTENE CORP 2,348 1,523
CHEFS WAREHOUSE 788 748
CHIPOTLE MEXICAN GRILL 8,434 8,362
CHUBB LTD 8,328 19,039
CIE FINANCIERE RICHEMONT 11,635 16,600
CIE GENERALE DES 9,899 9,805
CIGNA CORP 32,557 36,055
CITIGROUP INC 9,035 20,888
CITY HOLDING CO CHARLSTN 354 596
CLEARWATER ANALYTICS 534 603
CLP HOLDINGS LTD SP ADR 5,499 6,037
CNO FINL GROUP INC 751 1,232
CONOCOPHILLIPS 19,582 23,871
CONSTRUCTION PARTNERS 645 1,520
COTERRA ENERGY INC 744 1,658
COUPANG INC REG SHS CL A 4,229 3,444
CREDO TECH GROUP HLDG 667 1,151
CRH PLC 13,465 16,973
CSL CORP 14,571 8,813
CSX CORP 1,071 1,921
CUMMINS INC 1,037 3,063
CUSHMAN AND WAKEFIELD 601 1,182
D R HORTON INC 605 1,872
DAIICHI SANKYO CO LTD 16,165 12,425
DAIKIN INDUSTRIES LTD 15,631 13,082
DARDEN RESTAURANTS INC 818 2,024
DATADOG INC REG SHS CL A 2,894 2,992
DIAMONDROCK HOSPITALITY 671 672
DOMINION ENERGY INC 26,403 24,725
DOVER CORP 1,144 2,343
DUKE ENERGY CORP NEW 17,549 23,325
DWAVE QUANTUM INC 267 314
E.ON SE ADR 6,125 6,515
EAST WEST BANCORP INC 1,282 1,911
EASTMAN CHEMICAL CO 1,581 1,085
EATON CORP PLC 12,625 24,844
ELEVANCE HEALTH INC 10,565 12,970
EMCOR GROUP INC 1,932 1,835
ENI SPA SPONSORED ADR 16,994 20,867
ENTEGRIS INC MINNESOTA 2,534 2,359
ENTERPRISE FINANCIAL SERVICES CORP 750 864
EQUIFAX INC 14,568 14,755
EQUINIX INC 6,374 9,193
ERSTE GROUP BK SP ADR 6,736 8,915
ESCO TECHNOLOGIES INC 560 1,171
ESSENT GROUP LTD 671 1,170
ESSENTIAL PPTYS RLTY TR 684 800
EXLSERVICE HOLDINGS INC 321 1,060
EXXON MOBILE CORP 28,234 29,965
FEDERAL SIGNAL CORP 520 1,954
FIRST ADVANTAGE CORP NEW 369 334
FIRST BANCORP 416 711
FIRST FINANCIAL BANCORP 711 876
FIRST INTST BANCSYSTM 952 1,003
FOUR CORNERS PROPERTY TR 749 646
FTAI AVIATION LTD 743 984
FUJITSU LTD NEW 13,983 23,989
GATX CORPORATION 771 1,866
GENL DYNAMICS CORP COM 17,544 26,259
GLAUKOS CORP SHS 583 790
GLENCORE PLC 14,224 15,313
GLOBAL PMTS INC GEORGIA 1,666 1,238
GULFPORT ENERGY CORP REG 598 624
HALEON PLC 14,059 14,326
HALOZYME THERAPEUTICS 498 942
HAMILTON LANE INC 269 537
HDFC BANK LTD 21,429 27,880
HEALTHEQUITY INC SHS 580 550
HELMERICH PAYNE INC 1,195 746
HERC HOLDINGS 385 445
HEXCEL CORP NEW COM 1,886 2,439
HIMS AND HERS HEALTH INC 147 97
HINGE HEALTH INC 162 186
HITACHI LTD 10 NEW 15,695 30,670
HOULIHAN LOKEY INC 722 1,915
HUB GROUP INC 385 553
ILLINOIS TOOL WORKS 11,054 13,054
IMAX CORP 714 1,368
INDEPENDENCE RLTY TR INC 985 1,031
INDEPENDENT BK CORP MASS 1,077 1,169
ING GP NV SPSD ADR 4,082 6,440
INSMED INC 81 696
INTERCONTINENTAL 1,416 2,105
INTERCONTINENTAL HOTELS 4,671 6,901
INTL SEAWAYS INC REG SHS 452 534
INTUIT INC 10,413 12,586
INTUITIVE SURGICAL INC 8,325 14,725
IONQ INC 566 449
IQVIA HLDGS INC 2,889 3,156
J&J SNACK FOODS CORP 923 542
JAMES HARDIE INDUSTRIES 8,508 6,993
JOHNSON AND JOHNSON COM 13,326 17,591
JPMORGAN CHASE & CO 15,514 42,533
KADANT INC 627 1,140
KAISER ALUM CORP 1,100 1,493
KB HOME 347 564
KDDI CORP SHS 17,838 19,140
KEYSIGHT TECHNOLOGIES 633 2,845
KIMBERLY CLARK 13,128 12,712
KITE REALTY GROUP 792 1,151
KKR & CO INC 13,600 21,034
KLA CORP 6,228 20,656
KONTOOR BRANDS INC 886 855
KRATOS DEFNS & SEC SOLTN 178 304
LABORATORY CP AMER HOLDINGS 1,228 1,756
LANTHEUS HOLDINGS INC 843 799
LA-Z-BOY INC 415 447
LEGRAND SA-UNSP 7,844 7,739
LIBERTY ENERGY INC 701 683
LIFE TIME GROUP HLDGS 821 744
LIGAND PHARMACEUTICALS 532 1,513
LINDE PLC NEW 32,893 33,685
LONDON STK EXCHANGE 16,791 19,290
LOWE'S COMPANIES INC 12,733 16,640
LVMH MOET HENNESSY ADR 23,031 23,376
LXP INDUSTRIAL TRUST 671 694
MAGNOLIA OIL & GAS CORP 990 963
MALIBU BOATS INC 271 226
MARA HOLDINGS INC 156 72
MARRIOTT INTL INC 16,760 26,370
MARSH & MCLENNAN COS INC 23,312 28,385
MARVELL TECH INC 3,608 3,994
MASCO CORP 1,724 2,348
MCKESSON CORPORATION 9,575 31,171
MERIT MEDICAL SYS INC 547 1,146
META PLATFORMS INC 18,315 36,965
MICROSOFT CORP 23,095 41,591
MINERALS TECHNOLOGIES 1,317 1,219
MITSUBISHI ELEC 10,304 15,486
MIZUHO FINL GROUP INC 18,041 18,944
MODINE MFG CO 1,073 1,335
MONDELEZ INTERNATIONAL 15,887 12,058
MONSTER BEVERAGE 4,472 7,897
MONTROSE ENVIRONMENTAL 618 546
MORGAN STANLEY 9,759 21,659
MTU AERO ENGINES AG 5,971 5,836
MURPHY OIL CORP 924 688
MYR GROUP INC 356 1,530
NASDAQ OMX GROUP INC 10,375 23,214
NATIONAL GRID PLC SHS 20,568 22,045
NATWEST GROUP PLC SHS 14,252 38,675
NEOGENOMICS INC 1,226 682
NESTLES A REP 16,301 14,126
NETFLIX COM INC 8,513 20,440
NMI HOLDINGS INC 475 979
NORTHERN OIL AND GAS INC 575 429
NORTHWESTERN CORP 825 968
NOVO NORDISK A S ADR 22,175 10,430
NUSCALE PWR CORP REG SHS 109 43
NVIDIA 12,347 71,989
NXP SEMICONDUCTORS NV 17,180 18,884
OKLO INC 110 144
OLD NATL BANCORP IND 1,213 1,562
OMNIAB INC 25 0
OMNIAB INC 25 0
OMNICELL INC 1,113 770
ONESPAWORLD HOLDINGS LTD 432 601
ORACLE CORP 16,755 13,059
PACCAR INC 20,424 23,435
PACKAGING CORP AMERICA 943 1,650
PALO ALTO NETWORKS INC 4,272 12,894
PATTERSON UTI ENERGY INC 1,467 782
PAYPAL HOLDINGS INC 4,248 3,386
PEPSICO INC 13,020 11,338
PERELLA WEINBERG 222 190
PERNOD RICARD SA - SPON 14,373 11,456
PG&E CORP 5,025 4,644
PHILLIPS EDISON AND CO 442 534
PJT PARTNERS INC 237 502
PRESTIGE CONSUMER 828 1,049
PROGRESS SOFTWARE CORP 597 473
PROGRESSIVE CRP OHIO 17,801 33,247
PROLOGIS INC 22,297 23,745
Q2 HOLDINGS INC 733 1,299
QIAGEN NV REG SHS 9,922 10,568
QUAKER HOUGHTON 732 687
RAYMOND JAMES FINL INC 952 2,409
REINSURANCE GROUP AMERICA 1,331 2,442
RENASANT CORP 1,017 1,021
RENASISSANCERE HLDGS LTD 1,136 2,249
REPUBLIC SERVICES INC 872 2,543
RIGETTI COMPUTING INC 434 266
RIO TINTO PLC SPNSRD ADR 14,170 15,926
RIOT PLATFORMS INC 215 139
ROCHE HOLDINGS LTD 29,542 38,420
ROSS STORES INC COM 1,951 2,342
ROYAL KPN N V SP ADR 6,398 6,471
RTX CORP 14,079 30,995
RUBRIK INC REG SHS CL A 92 229
RYANAIR HOLDINGS PLC SHS 8,145 10,901
S&P GLOBAL INC 4,240 7,316
SALESFORCE COM INC 7,564 6,093
SANOFI ADR 18,306 18,802
SAP SE 6,009 5,101
SBA COMMUNICATIONS CORP 1,608 1,354
SCHNEIDER ELEC SE ADR 22,277 29,994
SELECTIVE INS GRP INC 954 1,088
SEMTECH CORPORATION 1,277 2,432
SENSATA TECHNOLOGIES 1,966 1,465
SERVICENOW INC 4,813 4,749
SEVEN AND I HOLDINGS CO 6,566 6,874
SHERWIN WILLIAMS 5,801 7,777
SHIN-ETSU CHEM-UNSPON 9,942 8,432
SIKA AG-BR-ADR 7,070 5,434
SILICON LABS INC 1,140 1,307
SKYWORKS SOLUTIONS INC 2,120 1,649
SLB LIMITED 869 960
SM ENERGY CO 1,505 804
SNAP ON INC 1,173 2,412
SONIC AUTOMOTIVE INC 461 557
SONY GROUP CORP 16,141 16,179
SOUTH STATE CORP 997 1,129
SOUTHERN COMPANY 14,372 21,800
SPIRE INC 762 992
SPS COMM INC 960 624
SPX TECHNOLOGIES INC REG 629 800
STEVEN MADDEN LTD 613 874
STIFEL FINANCIAL CORP 743 2,504
STRYKER CORP 4,579 7,381
SUPERNUS PHARMACEUTICALS 840 1,541
SUZUKI MOTOR CORP SHS 4,441 5,795
SYMRISE AG ADR 16,988 13,179
SYNOPSYS INC 11,761 11,743
SYSCO CORPORATION 1,093 1,400
TAIWAN S MANUFACTURING 23,439 48,319
TAYLOR MORRISON HOME 353 942
TECHTRONIC INDS SPD ADR 9,049 9,731
TECNOGLASS INC 697 755
TERRENO REALTY CORP SHS 724 705
TESLA INC 7,124 12,592
THALES SA UNSP ADR 6,157 5,619
THE SCOTTS MIRACLE GROUP 2,684 1,926
THERMO FISHER SCIENTIFIC 8,719 10,430
TJX COS INC NEW 510 1,843
TOKYO ELECTRON LTD SHS 5,737 6,222
TORONTO DOMINION BANK 17,705 19,405
TOTALENERGIES SE 21,787 21,719
TOYOTA MOTOR CORP ADR 12,079 11,773
TRANSMEDICS GROUP INC 460 1,095
TRAVERE THERAPEUTICS INC 721 1,643
TTM TECHNOLOGIES INC COM 379 483
TWILIO INC CL A 1,861 2,418
UBER TECHONOLGIES 4,239 7,517
UBS GROUP AG NAMEN-AKT 21,166 30,148
ULTA BEAUTY INC 1,715 2,420
UNION PACIFIC CORP 15,630 16,192
UNITED COMMUNITY BANKS 740 905
URBAN OUTFITTERS INC 740 1,430
VALLEY NATL BANCORP 787 841
VARONIS SYSTEMS INC 1,043 918
VERTEX PHARMCTLS INC 9,186 10,427
VERTIV HLDG CO 1,631 1,458
VISA INC CL A SHRS 11,827 22,095
W W GRAINGER INCORP 4,917 11,100
WARBY PARKER INC REG SHS 487 588
WEC ENERGY GROUP INC 1,263 2,004
WELLS FARGO & CO 23,919 28,053
WERNER ENTERPRISES INC 611 450
WESBANCO INC 1,104 1,163
WINTRUST FINL CP ILL COM 1,878 2,097
WOLTERS KLUWR NV SPN ADR 9,876 5,799
WOODWARD INC 1,045 3,628
WORKIVA INC 764 690
WORTHINGTON INDSTRS OHIO 305 516
WSFS FINANCIAL CORP 885 1,160
YELP INC 375 304
YETI HLDGS INC 475 530
ZURN WTR SOLUTIONS 531 1,255

TY 2025 InvestmentsGovtObligationsSch
Name:
ROHDE FAMILY CHARITABLE FOUNDATION
EIN:
42-1452341
US Government Securities - End of Year Book Value:

345,139
US Government Securities - End of Year Fair Market Value:

326,873
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 InvestmentsOtherSchedule2
Name:
ROHDE FAMILY CHARITABLE FOUNDATION
EIN:
42-1452341
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
WESTERN ASSET SMASH SERIES C AT COST 110,378 108,721
WESTERN ASSET SMASH SERIES EC AT COST 414,404 313,383
WESTERN ASSET SMASH SERIES M AT COST 180,212 143,244

TY 2025 LegalFeesSchedule
Name:
ROHDE FAMILY CHARITABLE FOUNDATION
EIN:
42-1452341
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 105 0   105


TY 2025 OtherExpensesSchedule
Name:
ROHDE FAMILY CHARITABLE FOUNDATION
EIN:
42-1452341
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 1,400 0   1,400
POSTAGE 188 0   188


TY 2025 OtherProfessionalFeesSchedule
Name:
ROHDE FAMILY CHARITABLE FOUNDATION
EIN:
42-1452341
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES 39,031 39,031   0


TY 2025 TaxesSchedule
Name:
ROHDE FAMILY CHARITABLE FOUNDATION
EIN:
42-1452341
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 4,915 4,915   0
EXCISE TAXES 4,507 0   0