2014-11-17T08:52:37-06:00 2013-12-31 WITHUM SMITH BROWN PC 5 VAUGHN DR PRINCETON NJ 085406313 990PF 2013-01-01 237406010 THE GERALDINE R DODGE FOUNDATION INC % CYNTHIA EVANS GERA 9735408442 14 MAPLE AVENUE Suite MORRISTOWN NJ 07960 Cynthia Evans Asst Treasurer 9735408442 2014-11-15 true DONALD SCHEIER P00030790 9735408442 2013 2015-12-30 17:16:21Z X X 292440610 X 877000 475409 475409 2709232 2709232 15571910 32992335 12891289 90450 6250 84200 19724001 16082180 84200 533000 85098 388818 982499 49812 898102 727690 36894 665181 9320 473 0 8519 52780 12394 0 31780 846697 846697 887771 157820 523188 26525 74200 404046 87684 4445 80152 326790 16693 10000 288507 5135239 1079031 84200 2765105 12610596 11127277 17745835 1079031 84200 13892382 1978166 15003149 6288584 6252645 6252645 142379703 153926449 153926449 10500276 14838242 14838242 2352827 774631 1736016 1578196 1578196 99988283 115845078 115845078 1000000 0 0 261892862 292440610 292440610 1578339 2061658 1404182 2053846 2982521 4115504 X 258910341 288325106 258910341 288325106 261892862 292440610 258910341 1978166 27436599 288325106 288325106 COMMON STOCK P 22124625 12256933 9867692 9867692 PIMCO P 2000000 2075122 -75122 -75122 CAPITAL GUARDIAN P 51533 47094 4439 4439 ETON PARK P 191619 168712 22907 22907 AXIOM ASIA P 387479 387479 LONE PINE P 1432000 434290 997710 997710 MADISON DEARBORN P 44858 44858 GREEN EQUITY INVESTORS P 983988 983988 HIGHCLERE SMALLER COMPANIES FD P 102485 87229 15256 15256 LYME TIMBER P 95000 95000 MOUNT KELLETT P 1593384 1593384 OLD LANE CAYMAN P 37046 37046 WALTON STREET CAPITAL P 106130 106130 WELLINGTON MICRO CAP EQUITY P 3789284 1737582 2051702 2051702 WELLINGTON INFLATION HEDGE P 52904 46199 6705 6705 12891289 false 12911891 248246361 0.052012 12948450 254517014 0.050875 13815316 233069123 0.059276 16331161 213101989 0.076635 18983899 265333052 0.071547 0.310345 0.062069 271039587 16823156 150031 16973187 13892382 300063 300063 300063 321573 40000 361573 61510 61510 false false false false false true true false true true CA FL NJ true false false false false true WWW.GRDODGE.ORG CYNTHIA EVANS 9735408442 14 MAPLE AVENUE MORRISTOWN NJ 07960 false false false false true false false false false false false false false false false false true false false false false false false ROSE HARVEY 14 MAPLE AVENUE MORRISTOWN NJ 07960 TRUSTEE 2.0 0 ROBERT LEBUHN 14 MAPLE AVENUE MORRISTOWN NJ 07960 TRUSTEE 2.0 0 BETSY MICHEL 14 MAPLE AVENUE MORRISTOWN NJ 07960 TREASURER 2.0 0 BARBARA MORAN 14 MAPLE AVENUE MORRISTOWN NJ 07960 TRUSTEE 2.0 0 CARLOS HERNANDEZ 14 MAPLE AVENUE MORRISTOWN NJ 07960 TRUSTEE 2.0 0 PRESTON PINKETT 14 MAPLE AVENUE MORRISTOWN NJ 07960 VICE CHAIR 2.0 0 JAMES STEVENS 14 MAPLE AVENUE MORRISTOWN NJ 07960 TRUSTEE 2.0 0 CHRISTOPHER DAGGETT 14 MAPLE AVENUE MORRISTOWN NJ 07960 PRESIDENT & CEO 50.0 342000 30600 CYNTHIA EVANS 14 MAPLE AVENUE MORRISTOWN NJ 07960 CFO, ASST. TREAS 50.0 191000 22920 WARREN J CASEY 14 MAPLE AVENUE MORRISTOWN NJ 07960 SECRETARY 2.0 0 CHRISTOPHER J ELLIMAN 14 MAPLE AVENUE MORRISTOWN NJ 07960 CHAIRMAN 4.0 0 KATE ADAMS 14 MAPLE AVENUE MORRISTOWN NJ 07960 TRUSTEE 2.0 0 ELIZABETH A DUFFY 14 MAPLE AVENUE MORRISTOWN NJ 07960 TRUSTEE 2.0 0 CLEMENT A PRICE 14 MAPLE AVENUE MORRISTOWN NJ 07960 TRUSTEE 2.0 0 MICHAEL LIPPER 14 MAPLE AVENUE MORRISTOWN NJ 07960 TRUSTEE 2.0 0 LAURA ADEN PACKER 14 MAPLE AVE MORRISTOWN NJ 07960 PROGRAM DIRECTOR 50.0 161700 19404 MARGARET WALDOCK 14 MAPLE AVE MORRISTOWN NJ 07960 PROGRAM DIRECTOR 50.0 135000 16200 WENDY LISCOW 14 MAPLE AVE MORRISTOWN NJ 07960 PROGRAM OFFICER 50.0 138100 16572 MARTIN FARAWELL 14 MAPLE AVE MORRISTOWN NJ 07960 POETRY DIR 50.0 126700 14832 HESHAM TAMRAZ 14 MAPLE AVE MORRISTOWN NJ 07960 IT MANAGER 40.0 107000 12840 7 MONTICELLO ASSOCIATES 1200 17TH STREET DENVER CO 80202 INVESTMENT CONSLT. 255000 NORTHERN TRUST COMPANY 50 SOUTH LASALLE STREET CHICAGO IL 60675 INVESTMENT MGMT 350083 JOHN W BRISTOL & CO 48 WALL STREET NEW YORK NY 10005 INVESTMENT MGMT 132378 HUDSON CHESAPEAKE LTD 200 W 86TH ST SUITE 9B NEW YORK NY 10024 PROGRAM CONSULTANT 90000 2 THE 2013 DODGE POETRY PROGRAM PROVIDES POET RESIDENCIES IN 16 SCHOOLS WORKING WITH OVER 5,200 STUDENTS AND 170 TEACHERS 449855 THE 2013 TECHNICAL ASSISTANCE INITIATIVE PROVIDED OVER 177 NONPROFIT PROFESSIONALS FROM 44 ORGANIZATIONS WITH FINANCIAL & BOARD LEADERSHIP TRAINING TO IMPROVE ORG. PERFORMANCE 200696 275167093 0 0 275167093 0 275167093 4127506 271039587 13551979 13551979 300063 300063 13251916 13251916 13251916 13892382 0 0 0 0 13892382 13892382 13251916 0 2011 2010 2009 0 5720067 5621208 2328864 386798 703000 14759937 13892382 0 13251916 640466 15400403 0 0 0 0 5720067 9680336 5621208 2328864 386798 703000 640466 CHRISTOPHER DAGGETT PRESIDENT 14 MAPLE AVE MORRISTOWN NJ 07960 9735408442 SEE ATTACHED GUIDELINES SEE ATTACHED GUIDELINES SEE ATTACHED GUIDELINES SEE ATTACHED SCHEDULE 14 MAPLE AVENUE MORRISTOWN NJ 07962 NONE PC SEE ATTACHED SCHEDULE 10817936 10817936 SEE ATTACHED SCHEDULE 14 MAPLE AVENUE MORRISTOWN NJ 07960 NONE PC SEE ATTACHED SCHEDULE 1792660 1792660 PRI OPEN SPACE INSTITUTE 14 6250 RENT 74200 POETRY PROGRAM 10000 14 475409 14 2668070 18 15571910 UBTI FROM PARTNERSHIPS 900099 41162 41162 18721639 84200 18847001 1A PROVIDES FUNDS FOR LOANS TO EXPEDITE LAND ACQUISITION FOR PRESERVATION. 1B PROVIDE INEXPENSIVE OFFICE SPACE TO SMALL NON-PROFIT ARTS GROUPS. 1C SALES OF POETRY FESTIVAL PRODUCTS AND TICKETS AT FESTIVAL. ACTIVITY PROMOTES POETRY AND PROVIDES EDUCATIONAL MATERIALS. false false false false false false false false false false X X 1 JOHN S JAMES L KNIGHT FOUNDATIO 200 SOUTH BISCAYNE BLVD SUITE 330 MIAMI FL 331312349 802000 X 2 COMMUNITY FOUNDATION OF NEW JERSEY 35 KNOX HILL ROAD MORRISTOWN NJ 07963 75000 X WITHUMSMITH+BROWN PC 52780 12394 31780 LEASEHOLD IMPROVEM 2008-01-01 2352827 616811 M15 15 157820 PIMCO INVESTMENT MANAGEMENT SE 14838242 14838242 COMMON STOCK - SEE ATTACHED 67866482 67866482 CF CAP GUARDIAN EMERGING MKTS 4999666 4999666 LONE PINON FUND 7694029 7694029 HIGHCLERE INTL INVESTORS 9039295 9039295 GRANTHOM MAYO INTL EQUITY 14083719 14083719 LONGLEAF PARTNERS FUNDS 4472527 4472527 SPINNAKER GLOBAL EMG MKTS 13147360 13147360 TWO SIGMA SPECTRUM CAYMAN FD 9494840 9494840 WELLINGTON MICRO CAP EQUITY 10393053 10393053 STEADFAST INTERNATIONAL 6925126 6925126 WELLINGTON DIVERS INFLATION FD 5810352 5810352 LEASEHOLD IMPROVEM 2352827 1578196 AG SECURITIZED ASSET RECOVERY FMV 5352987 5352987 AXIOM ASIA PRIVATE CAPITAL II FMV 3135782 3135782 AXIOM ASIA PRIVATE CAPITAL III FMV 623989 623989 CONVEXITY CAPITAL OFFSHORE LP FMV 8520740 8520740 OLD LANE CAYMAN HFF LP FMV 2372 2372 OLD LANE INDIA OPPORTUNITIES FMV 4354535 4354535 ETON PARK OVERSEAS FD LTD FMV 9598690 9598690 FARALLON CAPITAL INSTITUTIONAL FMV 10356768 10356768 LEONARD GREEN & PARTNERS LP FMV 5113826 5113826 LONE CASCADE LP FMV 22651531 22651531 CF EQUINOX INTERNATIONAL LTD FMV 2548100 2548100 GREENPARK LP FMV HIGHFIELD CAPITAL IV LP FMV 16200400 16200400 LONE DRAGON PINE LP FMV 5423929 5423929 MADISON DEARBORN CAPITAL PTNRS FMV 2800128 2800128 NEWPORT ASIA INSTITUTIONAL FD FMV 6316086 6316086 WALTON STREET REAL ESTATE FD V FMV 5197293 5197293 LYME TIMBER COMPANY FMV 1986201 1986201 MOUNT KELLETT FMV 3329090 3329090 TOTINE CAPITAL PARTNERS FMV STEPSTONE INTERNATIONAL FMV 2332631 2332631 DAY PITNEY LLP 9320 473 8519 PROGRAM RELATED INVESTMENTS: LOAN TO OPEN SPACE INSTITUTE 1000000 0 0 CONSULTANTS 115130 5837 105240 MEMBERSHIPS 3670 186 3355 INSURANCE 39189 1987 35823 OFFICE EXPENSE 63544 3221 58086 OFFICE EQUIPMENT 66401 3367 60697 ANNUAL REPORT 41694 2114 38112 POETRY EXPENSES 10000 10000 FFMG -378 -19 -346 PROGRAM EXPENSES -12460 -12460 INTEREST ON PRIS 6250 6250 RENTS 74200 74200 POETRY REVENUES 10000 10000 INCREASE IN UNREALIZED GAINS 27431734 PRIOR PERIOD ADJUSTMENT 4865 FEDERAL TAXES PAYABLE 1404182 2053846 BECK MACK & OLIVER LLC 36264 36264 JOHN W. BRISTOL & CO 132378 132378 WELLINGTON TRUST CO 40689 40689 MONTICELLO ASSOCIATES 255000 255000 NORTHERN TRUST 350083 350083 HIGHCLERE 32283 32283 CURRENT EXCISE TAX 353348 DEFERRED EXCISE TAX 534423