ROBERT B AND SARAH S DODGE FOUNDATION: Form 990PF, tax year 2021

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Organization
ROBERT B AND SARAH S DODGE FOUNDATION (EIN 85-3582772)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-09-15
IRS object ID
202222589349100707
Schema version
2021v4.0
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)
Return2022-09-15T09:35:24-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-09-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastDODGEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD J KEIL CPAPreparerPersonNm
PTINP00188260PTIN
Phone2484438920PhoneNum
Preparation2022-09-13PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,583,180FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$168,146ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$17InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,928DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,928DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$164,950NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$908,876GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$164,950CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$348,041TotalRevAndExpnssAmt
Total Net Invst Incm$179,895TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$3,293LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,293LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$9,666AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,666AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$21,161OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$21,161OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,013TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$170OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$170OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$35,303TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$34,290TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$160,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$160,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$195,303TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$34,290TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$160,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$152,738ExcessRevenueOverExpensesAmt
Net Investment Income$145,605NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,270,939SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$285,024SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$285,025SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$446,767CorporateStockBOYAmt
Corporate Stock EOY$2,574,862CorporateStockEOYAmt
Corporate Stock EOYFMV$3,154,781CorporateStockEOYFMVAmt
Other Investments BOY$85,336OtherInvestmentsBOYAmt
Other Investments EOY$95,894OtherInvestmentsEOYAmt
Other Investments EOYFMV$143,374OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,803,042TotalAssetsBOYAmt
Total Assets EOY$2,955,780TotalAssetsEOYAmt
Total Assets EOYFMV$3,583,180TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,803,042RetainedEarningBOYAmt
Retained Earning EOY$2,955,780RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,803,042TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,955,780TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,803,042TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,955,780TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,803,042TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$152,738ExcessRevenueOverExpensesAmt
Subtotal$2,955,780SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,955,780TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESD$118$90$28$28
PUBLICLY TRADED SECURITIESD$329,846$368,372-$38,526-$38,526
PUBLICLY TRADED SECURITIESD$568,654$375,464$193,190$193,190
FieldValueIRS element (for citing)
Capital Gain Net Income$164,950CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,024InvestmentIncomeExciseTaxAmt
Subtotal$2,024SubtotalAmt
Tax Based On Investment Income$2,024TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$6,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$35EsPenaltyAmt
Overpayment$3,941OverpaymentAmt
Applied To ES Tax$3,941AppliedToESTaxAmt

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
JAMES ZAVELL
1 KERCHEVAL AVENUEGROSSE POINTE FARMSMI48236DIRECTOR0.01$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$2,658,484AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$596,864AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,255,348TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,255,348AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,830CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,206,518NetVlNoncharitableAssetsAmt
Minimum Investment Return$160,326MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$160,326MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,024TaxBasedOnInvestmentIncomeAmt
Total Tax$2,024TotalTaxAmt
Distributable Before Adj$158,302DistributableBeforeAdjAmt
Distributable Before Ded$158,302DistributableBeforeDedAmt
Distributable As Adjusted$158,302DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$160,000ExpensesAndContributionsAmt
Qualifying Distributions$160,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$158,302DistributableAsAdjustedAmt
Undistributed Income PY$2,477UndistributedIncomePYAmt
Qualifying Distributions$160,000QualifyingDistributionsAmt
Applied To Year1$2,477AppliedToYear1Amt
Applied To Current Year$157,523AppliedToCurrentYearAmt
Undistributed Income CY$779UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHRIST CHILD SOCIETY
502 N CROOKS RDCLAWSONMI48017PUBLIC CHARIGENERAL FUND$100,000
VISTA MARIA
20651 W WARREN STDEARBORN HEIGHTSMI48127PUBLIC CHARIGENERAL FUND$50,000
RAQUET UP DETROIT
6530 OUTER DR WDETROITMI48235PUBLIC CHARIGENERAL FUND$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$160,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,928ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$164,950ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$179,895ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$179,895TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROBERT DODGEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line130555 SOUTHFIELDAddressLine1Txt
Address Line2SUITE 200AddressLine2Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP480767751ZIPCd
FieldValueIRS element (for citing)
Total Contributions$168,146TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$9,666Amt
Net Investment Income$9,666NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWILLIAM BLAIR PORTFOLIOStockNm
EOY Book Value$2,574,862EOYBookValueAmt
EOYFMV$3,154,781EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$95,894BookValueAmt
EOYFMV$143,374EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$3,293LegalFeesAmt
Net Investment Income$3,293NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MISC EXPENSE$170$170

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$21,161Amt
Net Investment Income$21,161NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$1,013Amt

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