GERALDINE R DODGE FOUNDATION INCORPORATED: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: GERALDINE R DODGE FOUNDATION INCORPORATED (EIN 23-7406010)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-11-15
IRS object ID: 201133199349100108
Schema version: 2010v3.4
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
Form 990-PF
Accounting Fees Schedule
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-11-15T08:08:42-05:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WithumSmithBrown PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	465 South St Ste 200	AddressLine1
City	Morristown	City
State	NJ	State
ZIP Code	079606497	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	237406010	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE GERALDINE R DODGE FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	GERA	NameControl
Phone	9735408442	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	14 MAPLE AVENUE PO BOX 1239	AddressLine1
City	MORRISTOWN	City
State	NJ	State
ZIP Code	079621239	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	CYNTHIA EVANS	Name
Title	ASST TREASURER	Title
Date Signed	2011-11-11	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Donald Scheier	Name
Phone	9738989494	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	260529207	FMVAssetsEOY
Method Of Accounting Other	X	MethodOfAccountingOther

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	15891	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	214427	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	214427	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	2652422	DividendsRevAndExpnss
Dividends Net Invst Incm	2652422	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	9708390	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	35343571	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	6678957	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	141506	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	31250	OtherIncomeNetInvstIncm
Other Income Adj Net Incm	110256	OtherIncomeAdjNetIncm
Total Revenue And Expenses	12732636	TotalRevenueAndExpenses
Total Net Investment Income	9577056	TotalNetInvestmentIncome
Total Adjusted Net Income	110256	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	599520	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	43873	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	555647	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	768163	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	25626	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	742537	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	544861	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	18177	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	526684	PensionEmplBnftDsbrsChrtblPrps
Legal Fees Rev And Expnss	6394	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	213	LegalFeesNetInvstIncm
Legal Fees Adj Net Incm	0	LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps	6181	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	47790	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	21000	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	26790	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	1087194	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	1087194	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	675297	TaxesRevAndExpnss
Deprec And Depletion Rev And Expnss	157820	DeprecAndDepletionRevAndExpnss
Occupancy Rev And Expnss	549840	OccupancyRevAndExpnss
Occupancy Net Invst Incm	18343	OccupancyNetInvstIncm
Occupancy Adj Net Incm	110256	OccupancyAdjNetIncm
Occupancy Dsbrs Chrtbl Prps	421241	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	105135	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	3506	TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	101629	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	267050	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	8907	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	258143	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	4809064	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	1226839	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	110256	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	2638852	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	11852449	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	11176464	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	16661513	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	1226839	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	110256	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	13815316	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-3928877	ExcessOfRevenueOverExpenses
Net Investment Income	8350217	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	9718249	CashBOY
Cash EOY	6495762	CashEOY
Cash EOYFMV	6495762	CashEOYFMV
Investments Corp Stock BOY	150132412	InvestmentsCorpStockBOY
Investments Corp Stock EOY	143190257	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	143190257	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	0	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	15612224	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	15612224	InvestmentsCorpBondsEOYFMV
Investments Land Etc Basis	2352827	InvestmentsLandEtcBasis
Accum Deprec Investments Land Etc	301172	AccumDeprecInvestmentsLandEtc
Investments Land Etc BOY	2209475	InvestmentsLandEtcBOY
Investments Land Etc EOY	2051655	InvestmentsLandEtcEOY
Investments Land Etc EOYFMV	2051655	InvestmentsLandEtcEOYFMV
Investments Other BOY	76160153	InvestmentsOtherBOY
Investments Other EOY	90679309	InvestmentsOtherEOY
Investments Other EOYFMV	90679309	InvestmentsOtherEOYFMV
Other Assets BOY	2500000	OtherAssetsBOY
Other Assets EOY	2500000	OtherAssetsEOY
Other Assets EOYFMV	2500000	OtherAssetsEOYFMV
Total Assets BOY	240720289	TotalAssetsBOY
Total Assets EOY	260529207	TotalAssetsEOY
Total Assets EOYFMV	260529207	TotalAssetsEOYFMV
Grants Payable BOY	1556372	GrantsPayableBOY
Grants Payable EOY	1054856	GrantsPayableEOY
Other Liabilities BOY	625409	OtherLiabilitiesBOY
Other Liabilities EOY	1261926	OtherLiabilitiesEOY
Total Liabilities BOY	2181781	TotalLiabilitiesBOY
Total Liabilities EOY	2316782	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	238538508	UnrestrictedBOY
Unrestricted EOY	258212425	UnrestrictedEOY
Total Net Assets BOY	238538508	TotalNetAssetsBOY
Total Net Assets EOY	258212425	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	240720289	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	260529207	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	238538508	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-3928877	ExcessOfRevenueOverExpenses
Other Increases	23602794	OtherIncreases
Subtotal	258212425	Subtotal
Total Net Assets Fund Balances EOY	258212425	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
COMMON STOCK	P	9307604	6166625	3140979	3140979
ALSON CAPITAL	P	183971	143220	40751	40751
ETON PARK	P	2000000	1221461	778539	778539
PIMCO	P	10882351	9220015	1662336	1662336
TWO SIGMA	P	3000000	2249782	750218	750218
GREEN EQUITY INVESTORS V, LP	P	266944	213215	53729	53729
HIGHCLERE SMALL COMPANIES	P	5100389	4972071	128318	128318
TONTINE CAPITAL PARTNERS, LP	P	678911	542546	136365	136365
WELLINGTON MICRO CAP EQUITY	P	3319495	3374363	-54868	-54868
WELLINGTON HEDGE	P	47305	44158	3147	3147
GREENPARK INTERNATIONAL	P	556601	517158	39443	39443

Field	Value	IRS element (for citing)
Capital Gain Net Income	6678957	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	16331161	QualifyingDistributionsYear1
Noncharitable Assets Year1	213101989	NoncharitableAssetsYear1
Distribution Ratio Year1	0.076635	DistributionRatioYear1
Qualifying Distributions Year2	18983899	QualifyingDistributionsYear2
Noncharitable Assets Year2	265333052	NoncharitableAssetsYear2
Distribution Ratio Year2	0.071547	DistributionRatioYear2
Qualifying Distributions Year3	19204135	QualifyingDistributionsYear3
Noncharitable Assets Year3	298183007	NoncharitableAssetsYear3
Distribution Ratio Year3	0.064404	DistributionRatioYear3
Qualifying Distributions Year4	19644176	QualifyingDistributionsYear4
Noncharitable Assets Year4	286833797	NoncharitableAssetsYear4
Distribution Ratio Year4	0.068486	DistributionRatioYear4
Qualifying Distributions Year5	23736465	QualifyingDistributionsYear5
Noncharitable Assets Year5	283407694	NoncharitableAssetsYear5
Distribution Ratio Year5	0.083754	DistributionRatioYear5
Total Distribution Ratio	0.364826	TotalDistributionRatio
Average Distribution Ratio	0.072965	AverageDistributionRatio
Net Noncharitable Assets	233069123	NetNoncharitableAssets
Adjusted Noncharitable Assets	17005889	AdjustedNoncharitableAssets
One Percent Net Investment Income	83502	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	17089391	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	13815316	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	167004	InvestmentIncomeExciseTax
Subtotal	167004	Subtotal
Tax Based On Investment Income	167004	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	168134	EstTaxPaymentsAndOverpayment
Total Credits And Payments	168134	TotalCreditsAndPayments
Overpayment	1130	Overpayment
Amount Credited To Next Year	1130	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	NJ	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	WWW.GRDODGE.ORG	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CYNTHIA EVANS	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	9735408442	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	14 MAPLE AVENUE	AddressLine1
City	MORRISTOWN	City
State	NJ	State
ZIP Code	079621239	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (16 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc
ROSE HARVEY
14 MAPLE AVENUE PO BOX 1239	MORRISTOWN	NJ	079621239	TRUSTEE	2.0	0
THOMAS HEALEY
14 MAPLE AVENUE PO BOX 1239	MORRISTOWN	NJ	079621239	TRUSTEE	2.0	0
ROBERT LEBUHN
14 MAPLE AVENUE PO BOX 1239	MORRISTOWN	NJ	079621239	TRUSTEE	2.0	0
BETSY MICHEL
14 MAPLE AVENUE PO BOX 1239	MORRISTOWN	NJ	079621239	TRUSTEE	2.0	0
BARBARA MORAN
14 MAPLE AVENUE PO BOX 1239	MORRISTOWN	NJ	079621239	TRUSTEE	2.0	0
MIRIAM PETTY
14 MAPLE AVENUE PO BOX 1239	MORRISTOWN	NJ	079621239	TRUSTEE	2.0	0
PRESTON PINKETT
14 MAPLE AVENUE PO BOX 1239	MORRISTOWN	NJ	079621239	TREASURER	2.0	0
JAMES STEVENS
14 MAPLE AVENUE PO BOX 1239	MORRISTOWN	NJ	079621239	TRUSTEE	2.0	0
CHRISTOPHER DAGGETT
14 MAPLE AVENUE PO BOX 1239	MORRISTOWN	NJ	079621239	PRESIDENT & CEO	50.0	215620	25500
CYNTHIA EVANS
14 MAPLE AVENUE PO BOX 1239	MORRISTOWN	NJ	079621239	CFO, ASST. TREAS	50.0	166400	26624
DAVID GRANT
14 MAPLE AVENUE PO BOX 1239	MORRISTOWN	NJ	079621239	PRES./CEO	50.0	217500	32499
WARREN J CASEY
14 MAPLE AVENUE PO BOX 1239	MORRISTOWN	NJ	079621239	SECRETARY	2.0	0
CHRISTOPHER J ELLIMAN
14 MAPLE AVENUE PO BOX 1239	MORRISTOWN	NJ	079621239	CHAIRMAN	4.0	0
KATE ADAMS
14 MAPLE AVENUE PO BOX 1239	MORRISTOWN	NJ	079621239	TRUSTEE	2.0	0
ELIZABETH A DUFFY
14 MAPLE AVENUE PO BOX 1239	MORRISTOWN	NJ	079621239	TRUSTEE	2.0	0
CLEMENT A PRICE
14 MAPLE AVENUE PO BOX 1239	MORRISTOWN	NJ	079621239	TRUSTEE	2.0	0

Field	Value	IRS element (for citing)
Tot Number Of Oth Empl Paid Over50k	3	TotNumberOfOthEmplPaidOver50k

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Type Of ServiceTypeOfService	CompensationCompensation
MORRISTOWN PARKING AUTHORITY
14 MAPLE AVE	MORRISTOWN	NJ	07960	BUILDING MGMT	550302
MONTICELLO ASSOCIATES
1200 17TH STREET	DENVER	CO	80202	INVESTMENT MGMT	255000
BECK MACK & OLIVER
360 MADISON AVENUE	NEW YORK	NY	10017	INVESTMENT MGMT	132413
JOHN W BRISTOL & CO
48 WALL STREET	NEWYORK	NY	10005	INVESTMENT MGMT	125702
WELLINGTON MANAGEMENT CO LLP
280 CONGRESS STREET	BOSTON	MA	02210	INVESTMENT MGMT	366800

Field	Value	IRS element (for citing)
Tot Number Of Cntrct Paid Over50k	4	TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	OVER 10,500 INDIVIDUALS ATTENDED A 4 DAY POETRY FESTIVAL IN NEWARK NJ; A SEPARATE STUDENT DAY ATTRACTED OVER 3,500 STUDENTS AND 1,000 TEACHERS FROM AROUND THE NATION	Description1
Expenses1	797248	Expenses1
Description2	PRESENTED THREE WEEK POETRY SEMINARS FOR 140 TEACHERS 2,700 STUDENTS PARTICIPATED IN 5 MINI POETRY FESTIVALS IN NJ SCHOOLS AND WORKED WITH POETS IN THEIR CLASSROOM	Description2
Expenses2	220360	Expenses2
Description3	THE 2010 TECHNICAL ASSISTANCE INITIATIVE PROVIDED OVER 350 NON PROFIT PROFESSIONALS WITH FINANCIAL AND BOARD LEADERSHIP TRAINING WITH A GOAL OF IMPROVING ORGANIZATIONAL PERFORMANCE	Description3
Expenses3	124832	Expenses3
Description4	SUPPORT FOR ONGOING EFFORTS TO DIGITIZE, STORE, EDIT AND OFFER BROADCAST QUALITY AUDIO & VIDEO RECORDING OF PROMINENT AMERICAN & INTL POETS TO TEACHERS, STUDENTS & GENERAL PUBLIC	Description4
Expenses4	50000	Expenses4

Field	Value	IRS element (for citing)
Sum Of Program Related Investments		SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	236496217	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	122182	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	236618399	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	236618399	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	3549276	CashDeemedCharitable
Net Noncharitable Assets	233069123	NetNoncharitableAssets
Minimum Investment Return	11653456	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	11653456	MinimumInvestmentReturn
Tax Based On Investment Income	167004	TaxBasedOnInvestmentIncome
Total Tax	167004	TotalTax
Distributable Amount Before Adj	11486452	DistributableAmountBeforeAdj
Distributable Amount Before Ded	11486452	DistributableAmountBeforeDed
Distributable Amount As Adjusted	11486452	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	13815316	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	13815316	QualifyingDistributions
Adj Qualifying Distributions	13815316	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	11486452	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Prior Year1	2008	PriorYear1
Prior Year2	2007	PriorYear2
Prior Year3	2006	PriorYear3
Excess Distri Carryover Year5	9874956	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	5611950	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	4651884	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	5720067	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	5621208	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	31480065	TotalExcessDistriCarryover
Qualifying Distributions	13815316	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Current Year	11486452	AppliedToCurrentYear
Remaining Distri From Corpus	2328864	RemainingDistriFromCorpus
Total Corpus	33808929	TotalCorpus
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	9874956	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	23933973	ExcessDistriCyovToNextYear
Excess From Year4	5611950	ExcessFromYear4
Excess From Year3	4651884	ExcessFromYear3
Excess From Year2	5720067	ExcessFromYear2
Excess From Year1	5621208	ExcessFromYear1
Excess From Current Year	2328864	ExcessFromCurrentYear

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	CHRISTOPHER DAGGETT PRESIDENT	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	14 MAPLE AVE PO BOX 1239	AddressLine1
City	MORRISTOWN	City
State	NJ	State
ZIP Code	079621239	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	9735408442	RecipientPhoneNumber
Form And Info And Materials	SEE ATTACHED GUIDELINES	FormAndInfoAndMaterials
Submission Deadlines	SEE ATTACHED GUIDELINES	SubmissionDeadlines
Restrictions On Awards	SEE ATTACHED GUIDELINES	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SEE ATTACHED SCHEDULE	BusinessNameLine1

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	14 MAPLE AVENUE	AddressLine1
City	MORRISTOWN	City
State	NJ	State
ZIP Code	07962	ZIPCode

Field	Value	IRS element (for citing)
Purpose Of Grant Or Contribution	SEE ATTACHED SCHEDULE	PurposeOfGrantOrContribution
Amount	$11,176,464	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	11176464	TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SEE ATTACHED SCHEDULE	BusinessNameLine1

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	14 MAPLE AVENUE	AddressLine1
City	MORRISTOWN	City
State	NJ	State
ZIP Code	07962	ZIPCode

Field	Value	IRS element (for citing)
Purpose Of Grant Or Contribution	SEE ATTACHED SCHEDULE	PurposeOfGrantOrContribution
Amount	$675,985	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Approved Future	675985	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Program Service Revenue Part VII ProgramServiceRevenuePartVII (3 entries)

DescriptionDescription	Exclusion CodeExclusionCode	ExclusionExclusionAmount	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
PRI OPEN SPACE INSTITUTE	14	$31,250
RENT			76400
SOLAR RENEWABLE CREDITS			33856

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$214,427	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$2,652,422	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty
Other Investment Income Part VII		OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$9,708,390	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$12,606,489	ExclusionAmount
Related Or Exempt Function Income	110256	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	12716745	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Line NumberLineNumber	Relationship StatementRelationshipStatement
1B	PROVIDES INEXPENSIVE OFFICE SPACE TO SMALL NON PROFIT ARTS GROUPS
1C	CREDITS FROM SOLAR PANEL ENERGY PRODUCTION

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	WITHUMSMITH+BROWN PC	Category
Amount	$47,790	Amount
Net Investment Income	21000	NetInvestmentIncome
Disbursements Charitable Prps	26790	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation

Field	Value	IRS element (for citing)
Description Of Property	LEASEHOLD IMPROVEM	DescriptionOfProperty
Date Acquired	2008-01-01	DateAcquired
Cost Or Other Basis	2352827	CostOrOtherBasis
Prior Years Depreciation	143352	PriorYearsDepreciation
Computation Method	M15	ComputationMethod
Life	15	Life
Current Year Expense	157820	CurrentYearExpense

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	PIMCO INVESTMENT MANAGEMENT SE	NameOfBond
EOY Book Value	15612224	EOYBookValue
EOYFMV	15612224	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (11 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
COMMON STOCK - SEE ATTACHED	68568743	68568743
CF CAP GUARDIAN EMERGING MKTS	5508565	5508565
LONE PINON FUND	6351667	6351667
HIGHCLERE INTL INVESTORS	6678344	6678344
GRANTHOM MAYO INTL EQUITY	11729714	11729714
LONGLEAF PARTNERS FUNDS	4557228	4557228
SPINNAKER GLOBAL EMG MKTS	11731510	11731510
TWO SIGMA SPECTRUM CAYMAN FD	7400668	7400668
WELLINGTON MICRO CAP EQUITY	8693978	8693978
STEADFAST INTERNATIONAL	5620166	5620166
WELLINGTON DIVERS INFLATION FD	6349674	6349674

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (15 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
AXIOM ASIA PRIVATE CAPITAL FD	FMV	729300	729300
CONVEXITY CAPITAL OFFSHORE LP	FMV	19279149	19279149
OLD LANE CAYMAN HFF LP	FMV	160208	160208
OLD LANE INDIA OPPORTUNITIES	FMV	4109276	4109276
ETON PARK OVERSEAS FD LTD	FMV	10113180	10113180
FARALLON CAPITAL INSTITUTIONAL	FMV	8058764	8058764
LEONARD GREEN & PARTNERS LP	FMV	2952406	2952406
LONE CASCADE LP	FMV	12455938	12455938
CF EQUINOX INTERNATIONAL LTD	FMV	3298937	3298937
GREENPARK LP	FMV	3112259	3112259
HIGHFIELD CAPITAL IV LP	FMV	11838000	11838000
LONE DRAGON PINE LP	FMV	5207767	5207767
MADISON DEARBORN CAPITAL PTNRS	FMV	1235587	1235587
NEWPORT ASIA INSTITUTIONAL FD	FMV	5880280	5880280
WALTON STREET REAL ESTATE FD V	FMV	2248258	2248258

Land Etc Schedule2 LandEtcSchedule2

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	DAY PITNEY LLP	Category
Amount	$6,394	Amount
Net Investment Income	213	NetInvestmentIncome
Disbursements Charitable Prps	6181	DisbursementsCharitablePrps

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
PROGRAM RELATED INVESTMENTS:
LOAN TO OPEN SPACE INSTITUTE	2500000	2500000	2500000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (9 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
EMPLOYMENT AGENCY	36885	1230	35655
CONSULTANTS	1650	55	1595
MEMBERSHIPS	8052	269	7783
INSURANCE	38072	1269	36803
OFFICE EXPENSE	60089	2005	58084
OFFICE EQUIPMENT	75901	2532	73369
ANNUAL REPORT	27636	922	26714
OFFICE DESIGN	19492	649	18843
FFMG SURVEY	-727	-24	-703

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
INTEREST ON PRIS	31250	31250
RENTS	110256		110256

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	INCREASE IN UNREALIZED GAINS	Description
Amount	$23,602,794	Amount

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	FEDERAL TAXES PAYABLE	Description
BOY Book Value	625409	BOYBookValue
EOY Book Value	1261926	EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (7 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
BECK MACK & OLIVER LLC	$132,413	132413
JOHN W. BRISTOL & CO	$125,702	125702
WELLINGTON TRUST CO	$366,800	366800
MONTICELLO ASSOCIATES	$255,000	255000
NORTHERN TRUST	$86,707	86707
HIGHCLERE	$104,723	104723
CAPITAL GUARDIAN	$15,849	15849

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount
CURRENT EXCISE TAX	$167,795
DEFERRED EXCISE TAX	$507,452
UBT CURRENT	$50

GERALDINE R DODGE FOUNDATION INCORPORATED: Form 990PF, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (16 entries)

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (5 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActy

Program Service Revenue Part VII ProgramServiceRevenuePartVII (3 entries)

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (11 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (15 entries)

Land Etc Schedule2 LandEtcSchedule2

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (9 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (7 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

Comments