ROBERT B AND SARAH S DODGE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROBERT B AND SARAH S DODGE FOUNDATION (EIN 85-3582772)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-01
IRS object ID
202410929349100706
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-01T11:35:21-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382961891PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KEIL & ASSOCIATES CPA-PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130555 SOUTHFIELD RD STE 200AddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48076ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN853582772EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT B AND SARAH S DODGEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone2484438920PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130555 SOUTHFIELD RD STE 200AddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP480767751ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT DODGEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2484438920PhoneNum
Signature2024-02-24SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastDODGEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD J KEIL CPAPreparerPersonNm
PTINP00188260PTIN
Phone2484438920PhoneNum
Preparation2024-04-01PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,069,419FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,907InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,907InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$20,144DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,144DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$46,335NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$58,823GrossSalesPriceAmt
Total Rev And Expnss-$20,284TotalRevAndExpnssAmt
Total Net Invst Incm$26,051TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$15,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$15,000AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$18,831OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,831OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$33,831TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,831TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,291ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,291ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$72,122TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,831TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,291TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$92,406ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY-$8CashEOYAmt
Sav And Temp Cash Invst BOY$56,944SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$96,724SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$96,724SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$98,175USGovernmentObligationsBOYAmt
Corporate Stock BOY$2,450,123CorporateStockBOYAmt
Corporate Stock EOY$2,412,718CorporateStockEOYAmt
Corporate Stock EOYFMV$2,834,068CorporateStockEOYFMVAmt
Corporate Bonds BOY$99,294CorporateBondsBOYAmt
Corporate Bonds EOY$102,696CorporateBondsEOYAmt
Corporate Bonds EOYFMV$138,627CorporateBondsEOYFMVAmt
Total Assets BOY$2,704,536TotalAssetsBOYAmt
Total Assets EOY$2,612,130TotalAssetsEOYAmt
Total Assets EOYFMV$3,069,419TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,704,536RetainedEarningBOYAmt
Retained Earning EOY$2,612,130RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,704,536TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,612,130TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,704,536TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,612,130TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,704,536TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$92,406ExcessRevenueOverExpensesAmt
Subtotal$2,612,130SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,612,130TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
COUPA SOFTWAREP2021-02-022023-02-28$10,935$36,289-$25,354-$25,354
BALL CORPP2021-04-202023-01-31$44,544$68,869-$24,325-$24,325
FieldValueIRS element (for citing)
Capital Gain Net Income-$46,335CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$6,210EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,210TotalPaymentsAndCreditsAmt
Overpayment$6,210OverpaymentAmt
Applied To ES Tax$6,210AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT DODGEIndividualWithBooksNm
Phone2484438920PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line130555 SOUTHFIELDAddressLine1Txt
Address Line2SUITE 200AddressLine2Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP480767751ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT DODGE
30555 SOUTHFIELDSUITE 200SOUTHFIELDMI480767751PRESIDENT0.50$0$0$0
SARAH DODGE
30555 SOUTHFIELD RD SUITE 200SOUTHFIELDMI480767551SECRETARY0.50$0$0$0
THEODORE NITTIS
30555 SOUTHFIELD RDSUITE 200SOUTHFIELDMI48076TRUSTEE0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,630,849AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,760AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,666,609TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,666,609AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,999CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,626,610NetVlNoncharitableAssetsAmt
Minimum Investment Return$131,331MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$131,331MinimumInvestmentReturnAmt
Distributable Before Adj$131,331DistributableBeforeAdjAmt
Distributable Before Ded$131,331DistributableBeforeDedAmt
Distributable As Adjusted$131,331DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,291ExpensesAndContributionsAmt
Qualifying Distributions$38,291QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$131,331DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$96,991ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$96,991TotalExcessDistributionCyovAmt
Qualifying Distributions$38,291QualifyingDistributionsAmt
Applied To Current Year$38,291AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$93,040ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$93,040ExcessDistributionCyovAppCYAmt
Total Corpus$3,951TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,951ExcessDistriCyovToNextYrAmt
Excess From Year1$3,951ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT DODGEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VISTA MARIA
20651 W WARREN STDEARBORN HEIGHTSMI48127PUBLIC CHARIGENERAL FUND$20,000
THE PLAYERS
3321 EAST JEFFERSON AVEDETROITMI48207PUBLIC CHARIENDOWMENT FUND$13,000
BROTHER RICE
7101 LAHSER ROADBLOOMFIELD HILLSMI48301GENERAL FUND$400
ALLIANCE FRANCAISE DE CHICAGO
810 N DEARBORN STREETCHICAGOIL60610GENERAL FUND$2,591
DIA
5200 WOODWARD AVEDETROITMI48202GENERAL FUND$300
HOLY NAME
630 HARMON STBIRMINGHAMMI48009SCHOLORSHIP$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,291TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,907ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,144ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$46,335ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$20,284ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$20,284TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$15,000Amt
Net Investment Income$15,000NetInvestmentIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PRINC MID CAP INSTL$102,670$138,607
VANGUARD$26$20

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWILLIAM BLAIR PORTFOLIOStockNm
EOY Book Value$2,412,718EOYBookValueAmt
EOYFMV$2,834,068EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$18,831Amt
Net Investment Income$18,831NetInvestmentIncomeAmt

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