Susan a Dodge Educational Fund Tr UW Susan a Dodge

990EZ • Fiscal year 2023 • EIN 04-6036499

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

Organization Profile

1100 North Market StreetWilmington, DE 19890-0001

(302) 651-8988

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

69%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

$2,580

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 21.6% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

5.0%

Faster asset growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

171%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets58th percentile

Assets

$171,488

Up $8,129 (+5.0%) from 2022

Net Assets

$171,488

Up $8,129 (+5.0%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin94th percentile

Revenue

$11,924

Up $7,529 (+171%) from 2022

Expenses

$3,723

Up $439 (+13%) from 2022

Net Income

$8,201

Up $7,090 (+638%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2023

Assets$171,488

Liabilities$0

Net Assets$171,488

Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2023

Revenue$11,924

Expenses$3,723

Net Income$8,201

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: May 1, 2024
Return Version: 2023v5.0
Gross Receipts: $41,127

Mission and Program Overview

Mission

Provide scholarships for high school graduates attending college

Program Services

Description	Grants	Expenses
NONE	-	-

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$2,580	-	$2,580

Filing and Contact Details

Filer

Filer Name: Susan a Dodge Tr Uw
EIN: 04-6036499
Phone: 3026518988
Address: 1100 NORTH MARKET STREET, WILMINGTON, DE 19890-0001

Signing Officer

Name: Brent Heintzelman
Title: SVP
Phone: 3026518988
Signed: 2024-05-01
Discuss with paid preparer: Yes

Preparer

Firm: Ernst & Young US Llp
Address: 2100 E CARY ST SUITE 201, RICHMOND, VA 23223
Preparer: Sandra Murphy
Phone: 8043446000

Supplemental Narrative

Additional Explanations

Part IV, Section D 2

“The organization maintained a close relationship with the supported organization through regular meetings with the governing board and discussions of the funding needs of the supporting organization and related investment goals of the supporting organization.”

Part IV, Section D 3

“The supported organization's funding needs helped the supporting organization make investment decisions through the year.”

PART IV, SECTION E 2A

“Per terms of the trust document, all of the activities are to support and further the exempt organization. The supporting organization is responsive to the supported organization by addressing their needs and goals throughout the year.”

PART IV, SECTION E 2B

“The supporting organization would be engaged in additional revenue raising activity if it did not benefit from the trust.”

Form 990-EZ, Part I, Line 16

“Foreign Taxes 243”

Form 990-EZ, Part I, Line 20

“2022 transactions posted in 2023 263”

Form 990-EZ, Part I, Line 20

“2023 Transaction Posted in 2024 336”

Raw XML Appendix221 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	M&T BANK TRUST CORPORATION
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt	0	ATTN STEWART POLLAC
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	3026518988
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	1100 NORTH MARKET STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	WILMINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	DE
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	19890
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	163360
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	171488
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	29203
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	8201
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	900
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	163360
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	171488
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	6541
IRS990EZ/GrossReceiptsAmt	0	41127
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartIVInd	0	X
IRS990EZ/InfoInScheduleOPartVIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	5383
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	163360
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	171488
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	163360
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	171488
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt	0	M&T BANK TRUST CORPORATION
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	2580
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	-73
IRS990EZ/OtherExpensesTotalAmt	0	243
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	PROVIDE SCHOLARSHIPS FOR HIGH SCHOOL GRADUATES ATTENDING COLLEGE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	NONE
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	2580
IRS990EZ/SaleOfAssetsGrossAmt	0	35744
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	MA
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	3723
IRS990EZ/TotalRevenueAmt	0	11924
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt	0	0
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt	0	0
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt	0	0
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt	0	0
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt	0	0
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt	0	0
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt	0	0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt	0	0
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt	0	0
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd	0	true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd	0	false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd	0	true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd	0	true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd	0	true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	0	The Trust has a close connection with the Town of Alstead. In addition to being the Trusts beneficiary, the Trust has an ongoing relationship with the Town, which includes providing an annual statement to the organization, engaging in communications, and taking into account input that the beneficiary may have.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	1	The Trust meets the requirements set forth in Regulations Section 1.509(a)-4(i)(9)(i)-(v) as follows: (i) All the unexpired interests in the Trust are devoted to one or more purposes described in Section 170(c)(1) and (c)(2)(B) as the Trusts sole distributions are to its supported organization, Brown University. (ii) The Trust was created prior to November 20, 1970, and did not receive any
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	2	grant, contribution, bequest of other transfer on or after such date. (iii) Per the last will and testament, the Trust is required to distribute its income to Brown University. This describes the charitable purposes of the trust so completely that such description can apply to only the existing supported organization and is of sufficient particularity as to vest in such organization rights
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	3	against the Trust enforceable in court possessing equitable powers. (iv) The trustee does not have discretion to vary either the beneficiary supported organization or the amounts payable to the supported organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	4	(v) None of the trustees would be disqualified persons within the meaning of section 4946(a) with respect to the Trust if such Trust were treated as a private foundation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	0	SECTION D PART 2 AND 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	1	SCHEDULE A PART V
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	2	SCHEDULE A PART V (CONT'D)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	3	SCHEDULE A PART V (CONT'D)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	4	SCHEDULE A PART V (CONT'D)
IRS990ScheduleA/IRSWrittenDeterminationInd	0	X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt	0	0
IRS990ScheduleA/OtherSupportSumAmt	0	0
IRS990ScheduleA/SupportedOrganizationsCnt	0	1
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	050258809
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	0	2
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	0	BROWN UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType3NonFuncInd	0	X
IRS990ScheduleA/SupportSumAmt	0	0
IRS990ScheduleA/TrustIntegralPartTestInd	0	X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	The organization maintained a close relationship with the supported organization through regular meetings with the governing board and discussions of the funding needs of the supporting organization and related investment goals of the supporting organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	The supported organization's funding needs helped the supporting organization make investment decisions through the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Per terms of the trust document, all of the activities are to support and further the exempt organization. The supporting organization is responsive to the supported organization by addressing their needs and goals throughout the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	The supporting organization would be engaged in additional revenue raising activity if it did not benefit from the trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	Foreign Taxes 243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	2022 TRANSACTIONS POSTED IN 2023 263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	2023 Transaction Posted in 2024 336
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	PART IV, SECTION D 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	PART IV, SECTION D 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	PART IV, SECTION E 2a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	PART IV, SECTION E 2b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BRENT HEINTZELMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3026518988
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	SUSAN A DODGE TR UW
ReturnHeader/Filer/BusinessNameControlTxt	0	DODG
ReturnHeader/Filer/EIN	0	046036499
ReturnHeader/Filer/PhoneNum	0	3026518988
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1100 NORTH MARKET STREET
ReturnHeader/Filer/USAddress/CityNm	0	WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	DE
ReturnHeader/Filer/USAddress/ZIPCd	0	198900001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	2100 E CARY ST SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	23223
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8043446000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	SANDRA MURPHY
ReturnHeader/ReturnTs	0	2024-05-07T09:01:18-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	BRENT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	HEINTZELMAN
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $171,488
Liabilities: $0
Net assets: $171,488
Revenue: $11,924
Expenses: $3,723
Net income: $8,201

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.77	$0.00	$1.77	$0.10	$0.04	$0.06
2023Detailed filing. Detailed filing data is available for this year.	$1.71	$0.00	$1.71	$0.12	$0.04	$0.08
2022Detailed filing. Detailed filing data is available for this year.	$1.63	$0.00	$1.63	$0.04	$0.03	$0.01
2021Detailed filing. Detailed filing data is available for this year.	$1.62	$0.00	$1.62	$0.12	$0.03	$0.09
2020Detailed filing. Detailed filing data is available for this year.	$1.54	$0.00	$1.54	$0.06	$0.03	$0.03
2019Summary only. Only limited summary data is available for this year.	$1.51	$0.00		$0.14	$0.11	$0.03
2018Summary only. Only limited summary data is available for this year.	$1.49	$0.00		$0.12	$0.12	$0.00
2017Summary only. Only limited summary data is available for this year.	$1.48	$0.00		$0.09	$0.11	$0.02
2016Summary only. Only limited summary data is available for this year.	$1.50	$0.00		$0.04	$0.11	$0.07
2015Summary only. Only limited summary data is available for this year.	$1.57	$0.00		$0.03	$0.11	$0.08
2014Summary only. Only limited summary data is available for this year.	$1.66	$0.00		$0.10	$0.11	$0.01
2013Summary only. Only limited summary data is available for this year.	$1.69	$0.00		$0.57	$0.09	$0.47
2012Summary only. Only limited summary data is available for this year.	$1.21	$0.00		$0.02	$0.09	$0.06
2011Summary only. Only limited summary data is available for this year.	$1.28	$0.00		$0.04	$0.08	$0.04