ROBERT B AND SARAH S DODGE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ROBERT B AND SARAH S DODGE FOUNDATION (EIN 85-3582772)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-07
IRS object ID
202313119349100111
Schema version
2022v5.0
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)
Return2023-11-07T08:50:25-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-11-03SignatureDt

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
Preparation2023-11-03PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,424,406FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$21,045DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,045DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,325NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$193,065GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,325CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$23,370TotalRevAndExpnssAmt
Total Net Invst Incm$23,370TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$5,772AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,772AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$20,948OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$20,948OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$10,000TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$36,720TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,720TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$237,894ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$237,894ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$274,614TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,720TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$237,894TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$251,244ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$285,024SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$56,944SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$56,944SavAndTempCashInvstEOYFMVAmt
US Government Obligations EOY$98,175USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$99,069USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,574,862CorporateStockBOYAmt
Corporate Stock EOY$2,450,123CorporateStockEOYAmt
Corporate Stock EOYFMV$2,158,249CorporateStockEOYFMVAmt
Corporate Bonds BOY$95,894CorporateBondsBOYAmt
Corporate Bonds EOY$99,294CorporateBondsEOYAmt
Corporate Bonds EOYFMV$110,144CorporateBondsEOYFMVAmt
Total Assets BOY$2,955,780TotalAssetsBOYAmt
Total Assets EOY$2,704,536TotalAssetsEOYAmt
Total Assets EOYFMV$2,424,406TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,955,780RetainedEarningBOYAmt
Retained Earning EOY$2,704,536RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,955,780TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,704,536TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,955,780TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,704,536TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,955,780TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$251,244ExcessRevenueOverExpensesAmt
Subtotal$2,704,536SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,704,536TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$49,701$54,283-$4,582-$4,582
PUBLICLY TRADED SECURITIESP$139,964$136,457$3,507$3,507
FieldValueIRS element (for citing)
Capital Gain Net Income$2,325CapitalGainNetIncomeAmt

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 (2 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
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$2,597,200AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$247,955AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,845,155TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,845,155AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,677CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,802,478NetVlNoncharitableAssetsAmt
Minimum Investment Return$140,124MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$140,124MinimumInvestmentReturnAmt
Distributable Before Adj$140,124DistributableBeforeAdjAmt
Distributable Before Ded$140,124DistributableBeforeDedAmt
Distributable As Adjusted$140,124DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$237,894ExpensesAndContributionsAmt
Qualifying Distributions$237,894QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$140,124DistributableAsAdjustedAmt
Undistributed Income PY$779UndistributedIncomePYAmt
Qualifying Distributions$237,894QualifyingDistributionsAmt
Applied To Year1$779AppliedToYear1Amt
Applied To Current Year$140,124AppliedToCurrentYearAmt
Remaining Distri From Corpus$96,991RemainingDistriFromCorpusAmt
Total Corpus$96,991TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$96,991ExcessDistriCyovToNextYrAmt
Excess From Current Year$96,991ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CHRIST CHILD SOCIETY
502 N CROOKS RDCLAWSONMI48017PUBLIC CHARIGENERAL FUND$102,894
VISTA MARIA
20651 W WARREN STDEARBORN HEIGHTSMI48127PUBLIC CHARIGENERAL FUND$100,000
RAQUET UP DETROIT
6530 OUTER DR WDETROITMI48235PUBLIC CHARIGENERAL FUND$10,000
PETOSKEY HARBOR SPRINGS COMM FOUND
616 PETOSKEY STPETOSKEYMI49770HARBOR SPRINGS SK8 PARK$25,000SUITE 203
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$237,894TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,045ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,325ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,370ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,370TotalIncomeProducingActyAmt

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$5,772Amt
Net Investment Income$5,772NetInvestmentIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PRINC MID CAP INSTL$99,275$110,120
VANGUARD$19$24

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWILLIAM BLAIR PORTFOLIOStockNm
EOY Book Value$2,450,123EOYBookValueAmt
EOYFMV$2,158,249EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$98,175USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$99,069USGovtObligationsEOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$20,948Amt
Net Investment Income$20,948NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$10,000Amt

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