Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
WILLIAM ORR DINGWALL FOUNDATION INC
C/O JOHN D WARD ESQUIRE
Number and street (or P.O. box number if mail is not delivered to street address)2201 N STREET NW NO 212
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20037
A Employer identification number

52-1877552
B Telephone number (see instructions)

(202) 223-3730
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,922,061
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 5,628 5,628  
4 Dividends and interest from securities... 43,818 43,818  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 408,706
b Gross sales price for all assets on line 6a 1,125,381
7 Capital gain net income (from Part IV, line 2)... 408,706
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 277 277  
12 Total. Add lines 1 through 11........ 458,429 458,429  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 75,000 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 57,500 57,500   0
17 Interest............... 180 180   0
18 Taxes (attach schedule) (see instructions)... 5,187 5,187   0
19 Depreciation (attach schedule) and depletion... 1,666 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 6,466 6,466   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 145,999 69,333   0
25 Contributions, gifts, grants paid....... 702,500 702,500
26 Total expenses and disbursements. Add lines 24 and 25 848,499 69,333   702,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -390,070
b Net investment income (if negative, enter -0-) 389,096
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 31,787 170,584 170,584
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet708
Less: allowance for doubtful accounts bullet   1,040 708 708
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,233,153 Click to see attachment4,755,378 5,748,892
c Investments—corporate bonds (attach schedule)....... 49,958 0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet27,446
Less: accumulated depreciation (attach schedule) bullet25,569 3,543 Click to see attachment1,877 1,877
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,319,481 4,928,547 5,922,061
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment864 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 864 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 5,318,617 4,928,547
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,318,617 4,928,547
30 Total liabilities and net assets/fund balances (see instructions). 5,319,481 4,928,547
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,318,617
2
Enter amount from Part I, line 27a .....................
2
-390,070
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,928,547
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,928,547
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 224.917 SHARES EUROPACIFIC GROWTH FUND P 2019-12-20 2020-08-24
b 265.263 SHARES GATEWAY FUND P 2019-12-19 2020-08-24
c 984.136 SHARES THE GROWTH FUND OF AMERICA P 2019-12-23 2020-01-14
d 1129.479 SHARES IVY MID CAP GROWTH FUND P 2019-12-12 2020-01-14
e 50000.0 SHARES BERKSHIRE HATHAWAY F P 2014-03-14 2020-10-15
5.728 SHARES EUROPACIFIC GROWTH FUND P 2019-06-13 2020-08-24
5418.170 SHARES GATEWAY FUND P 2014-03-13 2020-08-24
643.870 SHARES THE GROWTH FUND P 2018-12-24 2020-01-14
8,192.438 SHARES IVY MID CAP GROWTH FUND P 2014-03-13 2020-12-31
1,474.094 SHARES EUROPACIFIC GROWTH FUND P 2010-02-22 2020-08-24
468.031 THE GROWTH FUND OF AMERICA P 2007-12-19 2020-01-14
1,753.942 THE GROWTH FUND OF AMERICA P 2006-10-30 2020-08-24
1,543.124 THE GROWTH FUND OF AMERICA P 2007-12-19 2020-08-24
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 13,193   12,436 757
b 9,334   8,712 622
c 51,645   50,309 1,336
d 33,386   31,851 1,535
e 50,000   50,000 0
336   294 42
190,661   159,698 30,963
33,789   26,366 7,423
276,604   197,522 79,082
86,466   53,834 32,632
24,561   15,637 8,924
106,391   58,459 47,932
93,604   51,557 42,047
155,411     155,411
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       757
b       622
c       1,336
d       1,535
e       0
      42
      30,963
      7,423
      79,082
      32,632
      8,924
      47,932
      42,047
      155,411
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 408,706
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 5,408
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,408
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,408
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,608
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHTTP://WWW.DINGWALLFOUNDATION.ORG/
    14
    The books are in care ofbulletJOHN D WARD Telephone no.bullet (202) 223-3730

    Located atbullet2201 N STREET NW SUITE 212WASHINGTONDC ZIP+4bullet20037
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN D WARD ESQ PRESIDENT/DIRECTOR
    20.00
    15,000 0 0
    2201 N STREET NW SUITE 212
    WASHINGTON,DC20037
    SHELDON STEINBACH ESQ TREASURER/DIRECTOR
    10.00
    15,000 0 0
    2201 N STREET NW SUITE 212
    WASHINGTON,DC20037
    DR BRENDA RAPP BOARD OF DIRECTOR
    10.00
    15,000 0 0
    2201 N STREET NW SUITE 212
    WASHINGTON,DC20037
    DR MIMI GHIM BOARD OF DIRECTOR
    10.00
    15,000 0 0
    2201 N STREET NW SUITE 212
    WASHINGTON,DC20037
    DR RANDI MARTIN BOARD OF DIRECTOR
    10.00
    15,000 0 0
    2201 N STREET NW SUITE 212
    WASHINGTON,DC20037
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    ANNET ISA PROFESSIONAL 55,000
    2201 N STREET NW SUITE 212
    WASHINGTON,DC20037
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,252,836
    b
    Average of monthly cash balances.......................
    1b
    188,169
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,441,005
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,441,005
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    81,615
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,359,390
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    267,970
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    267,970
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,408
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,408
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    262,562
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    262,562
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    262,562
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    702,500
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    702,500
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    702,500
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 262,562
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016...... 973
    c From 2017......  
    d From 2018...... 238,049
    e From 2019...... 280,460
    fTotal of lines 3a through e........ 519,482
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 702,500
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 262,562
    e Remaining amount distributed out of corpus 439,938
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 959,420
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    959,420
    10 Analysis of line 9:
    a Excess from 2016.... 973
    b Excess from 2017....  
    c Excess from 2018.... 238,049
    d Excess from 2019.... 280,460
    e Excess from 2020.... 439,938
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WILLIAM ORR DINGWALL FOUNDATION
    PO BOX 57088
    WASHINGTON,DC20037
    (202) 223-3730
    KAG@DINGWALLFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS MUST BE SUBMITTED ONLINE DURING THE APPLICATION PERIOD AT WWW.DINGWALLFOUNDATION.ORG
    cAny submission deadlines:
    MARCH 15- ALL KOREAN ANCESTRY GRANT APPLICATIONS APRIL 1 - ALL DISSERTATION FELLOWSHIP APPLICATIONS
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    KOREAN ANCESTRY GRANT - LIMITED TO UNDERGRADUATE STUDY AT A FOUR-YEAR COLLEGE OR UNIVERSITY AND TO STUDENTS OF ASIAN ANCESTRY. DISSERTATION FELLLOWSHIP IN THE FOUNDATIONS OF LANGUAGES - LIMITED TO GRADUATE STUDENTS IN THE AREAS OF COGNITIVE, CLINICAL AND NEURAL FOUNDATION OF LANGUAGE WHO HAVE COMPLETED ALL BUT THEIR DOCTORAL DISSERTATION.
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WILLIAM ORR DINGWALL FOUNDATION
    PO BOX 57088
    WASHINGTON,DC20037
    (202) 223-3730
    NL@DINGWALLFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS MUST BE SUBMITTED ONLINE DURING THE APPLICATION PERIOD AT WWW.DINGWALLFOUNDATION.ORG
    cAny submission deadlines:
    MARCH 15- ALL KOREAN ANCESTRY GRANT APPLICATIONS APRIL 1 - ALL DISSERTATION FELLOWSHIP APPLICATIONS
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    DISSERTATION FELLOWSHIP IN THE FOUNDATIONS OF LANGUAGE - LIMITED TO GRADUATE STUDENTS IN THE AREAS OF COGNITIVE, CLINICAL AND NEURAL FOUNDATIONS OF LANGUAGE WHO HAVE COMPLETED ALL BUT THEIR DOCTORAL DISSERTATION.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ABIGAIL FROEHLICH
    62883 DUSTY LANE
    BARNESVILLE,OH43713
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    ABIGAIL SO
    64 WOOD OAKS DRIVE
    SOUTH BARRINGTON,IL60010
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 2,500
    ALEXANDRA LEE
    260 HOWLAND RD
    EAST GREENWICH,RI02818
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 6,000
    ALICIA KIM
    1003 WOLFS BANE DRIVE
    APEX,NC27539
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 6,000
    AMBER JUN
    16650 SW SNOWDALE ST
    BEAVERTON,OR97007
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 2,500
    AMBER NGUYEN
    4135 PINE CREST TRAIL
    HOUSTON,TX77059
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    AMELIA LEE
    2147 NEWHALL ST UNIT 513
    SANTA CLARA,CA95050
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    ANDREA AKEMI TAKAHESU TABORI
    1202 PALO VERDE RD
    IRVINE,CA92617
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 15,000
    ANNA MAI
    9450 GILMAN DR 80126
    LA JOLLA,CA92092
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 15,000
    ANNALISA MUELLER-EBERSTEIN
    13228 100TH PL NE
    KIRKLAND,WA98034
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    ASHLEY HOFFMAN
    2802 BURR OAK DR
    FRIENDSWOOD,TX77546
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 6,000
    BAO PHAN
    4425 WINDER TRL
    GASTONIA,NC28056
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 2,500
    BRIAN LEE
    20541 CRESTLINE DRIVE
    DIAMOND BAR,CA91765
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    CAROLINE CHOI
    13443 WEDDINGTON ST
    SHERMAN OAKS,CA91401
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    CAROLINE LEE
    OFFICE OF THE BURSAR 383 LAFAYETTE
    STREET 1ST FLOOR
    NEW YORK,NY10003
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    CAROLYN SACCO
    20 WINCHESTER AVE
    NEW HAVEN,CT06511
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 7,500
    CHARLOTTE KUNESH
    1146 RIPPLECREEKCT
    DAYTON,OH45458
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    CHIA-HSUAN LIAO
    5313 SETTLING POND LANE
    GREENBELT,MD20770
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 15,000
    CHRISTINA KURRE
    1548 BRIAR HILL ROAD
    GLADWYNE,PA19035
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    DAVID ABUGABER-BOWMAN
    3421 W MEDILL AVE
    CHICAGO,IL60647
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 15,000
    DAVID CHA
    9027 ADVANTAGE CT
    BURKE,VA22015
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 7,500
    DAVID YI
    4840 CORSO CIRCLE
    CYPRESS,CA90630
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 4,500
    DAWOOL NAM
    6451 B 223RD PL
    OAKLAND GARDENS,NY11364
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 20,000
    DEBORAH CHOE
    1408 SHINGLE OAK POINTE
    FORT WAYNE,IN46814
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    DEBORAH YI
    629 MILFORD ST
    LOS ANGELES,CA90042
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    DOMINICK DIMERCURIO
    11135 MAHOGANY DRIVE
    HAGERSTOWN,MD21742
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 15,000
    EMILY KIM
    3409 WEBB GARDEN DRIVE
    DALLAS,TX75229
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 2,500
    ERIN CHUNG
    805 CHARLESTON WAY
    BREA,CA92821
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 2,000
    EUGENE KWON
    943 ARAPAHOE ST 104
    LOS ANGELES,CA90006
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 4,000
    GA EUN YUN
    770 KARLEE CT
    AUBURN,AL36830
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    GRACE HAM
    604 WILLOW CREST COVE
    VESTAVIA HILLS,AL35226
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    GRACE KIM
    55 SUMMER MESA AVE
    PONTE VERDA,FL32081
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 15,000
    GRACE LEE
    1618 NORMAN DRIVE
    SEWICKLEY,PA15143
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    HAN BEOM KWON
    8520 FRIARBRIDGE DRIVE
    SUWANEE,GA30024
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 7,500
    HAN BIN KWON
    8520 FRIARBRIDGE DRIVE
    SUWANEE,GA30024
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    HANEUL RYOU
    1146 140TH AVE SE
    BELLEVUE,WA98005
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    HANNAH ASHLEY KIM
    1169 ROSEDALE AVENUE APT 102
    GLENDALE,CA91201
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 1,000
    HANNAH KIM
    82 DEMAREST AVE APT 23
    WEST NYACK,NY10994
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 2,000
    HANNAH REED
    980 CRANDALL DRIVE
    COLORADO SPRINGS,CO80911
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 1,500
    HANSOO CHANG
    4040 BALTIMORE AVE UNIT B7
    PHILADELPHIA,PA19104
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    HEEJUNG CHUNG
    10170 MELLO PLACE
    CUPERTINO,MD95014
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    HYUNTAE CHOI
    127 ANGELL ST FLOOR 2
    PROVIDENCE,RI02906
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 7,500
    IRENE YANG
    6799 ABERDALE CIRCLE
    SAN RAMON,CA94582
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    JAMES PARK
    5 AYLESBURY CT
    SILVER SPRING,MD20905
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 7,500
    JEANNE GALLEE
    8 WHITTIER PLACE 11D
    BOSTON,MA02114
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 15,000
    JENNY KIM
    1005 MACON HWY APT 126
    ATHENS,GA30606
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    JIYOON HWANG
    4501 TALL TREES CT
    PALATINE,IL60067
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 3,000
    JIYOUNG KANG
    157 OLIVE STREET 3
    NEW HAVEN,CT06511
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 20,000
    JOHN CHO
    DARTMOUTH COLLEGE 794 HINMAN
    HANOVER,NH03755
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    JONATHAN DAVID
    811 FOSTER ST 3
    EVANSTON,IL60201
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    JOO WON LEE
    6093 MACBETH DR
    WEST LAFAYETTE,IN47906
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 2,500
    JOSEPH NOH
    416 42ND AVENUE
    SAN MATEO,CA94403
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 2,000
    JOSEPH POSNER
    BUILDING D RM 207E 4000 RESERVOIR
    RD NW
    WASHINGTON,DC20057
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 15,000
    JUDITH CUSAK
    17 CLYDESDALE COURT
    TINTON FALLS,NJ07701
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 6,000
    JUDY KIM
    21319 NORWALK BLVD UNIT 144
    HAWAIIAN GARDENS,CA90716
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    JUNG WOO BAE
    9 E 33RD ST APT 310A
    BALTIMORE,MD21218
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 7,500
    KARINNE SUMMERS
    29 DIAMOND CREST CT
    BALTIMORE,MD21209
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    KATIE LEE
    18398 SW FLORENDO LN
    BEAVERTON,OR97007
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    KERLIN PYUN
    194-07 37TH AVE
    FLUSHING,NY11358
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 2,500
    LAURA G WILLIAMS
    10 WASHINGTON PLACE
    NEW YORK,NY10003
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 15,000
    LEESA KO
    61 W 108TH ST APT 2AA
    NEW YORK CITY,NY10025
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    LOGAN SOWARDS
    2611 GLENVIEW DR
    HOLLISTER,CA95023
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    MADISON STEFFES
    9617 PINKNEY CT
    POTOMAC,MD20854
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    MADISON WONG
    4802 DERBYWOOD GLEN LANE
    KATY,TX77494
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 6,000
    MEGAN KIM
    422 ROGUE PLACE
    ASHLAND,OR97520
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    MEHMET DURMUS
    111 CARDIGAN BAY
    ALAMEDA,CA94502
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    MIRAE HAN
    10552 FOSTER STREET
    OVERLAND PARK,KS66212
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    MYOUNGJU KANG
    CMCBOX 274715 500 JOSEPH C WILSON
    BLVD
    ROCHESTER,NY146274715
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    NATHAN LEE
    26327 NICHOLAS PASS LANE
    CYPRESS,TX77433
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    NICHOLAS KIM
    PO BOX 11987
    STANFORD,CA94309
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    NOORIM OH
    500 SOUTH LAKE STREET 111
    LOS ANGELES,CA90057
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 3,500
    REBECCA WOLFSON
    8829 HARNESS TRAIL
    POTOMAC,MD20854
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    RUBY BAGWYN
    11114 KIRKVALE DRIVE
    HOUSTON,TX77089
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 9,500
    RYAN JEO
    4354BROCKTON DR
    WOODBURY,MN55129
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    SALLY KIM
    2312 ELLSWORTH ST APT 12
    BERKELEY,CA94704
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    SAMUEL HAN
    1218 OLD CARRIAGE WAY
    OAKVILLE,ONTARIOL6M 2E3
    CA
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 7,500
    SAMUEL LEE
    2063 MCGARVEY ST
    FULLTERTON,CA92833
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 3,000
    SARA POPHAM
    2455 ASHBY AVE
    BERKELEY,CA94705
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 15,000
    SARAH KNOLL
    481 FEDERAL CITY RD
    PENNINGTON,NJ08534
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    SARAH MOON
    920 CALLE SIMPATICO
    GLENDALE,CA91208
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    SHANNON KANG
    995 CHAUCER WAY
    BUFFALO GROVE,IL60089
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    SYDNEY KIM
    21 OLD SPIRE DR
    LADERA RANCH,CA92694
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    TIA CHANG
    781 ENCINA GRANDE DR
    PALO ALTO,CA94306
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 7,500
    TIM SAINBURG
    9321 DISCOVERY WAY APT J
    LA JOLLA,CA92037
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 15,000
    VIVIAN LAI
    6160 SOUTHWELL LANE
    LEAGUE CITY,TX77573
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 2,500
    WENDY CECIL
    137 NAN COURT
    SHEPHERDSVILLE,KY40165
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 5,000
    XUE GONG
    2422 MCKINLEY AVENUE UNIT F
    BERKELEY,CA94703
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 15,000
    YOO-JIN OH
    401 HIGHWAY 54 BYPASS APT B24
    CARRBORO,NC27510
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 4,000
    YUKI KANAZAWA
    75 66 113TH STREET
    FOREST HILLS,NY11375
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    YURI HAN
    308 SOUTH 10TH AVE APT B
    HIGHLAND PARK,NJ08904
      I TO DEFRAY EDUCATIONAL EXPENSES INCURRED BY THE RECIPIENT. 10,000
    Total .................................bullet 3a 702,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
    523000 5,628      
    4 Dividends and interest from securities.... 523000 43,818      
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income..... 523000 277      
    8 Gain or (loss) from sales of assets other than
    inventory ............
    523000 408,706      
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 458,429 0 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    458,429
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    WILLIAM ORR DINGWALL FOUNDATION INC
     
    C/O JOHN D WARD ESQUIRE
    EIN:
    52-1877552
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    EQUIPMENT AND MACHINERY 2008-08-09 12,246 12,246 SL 3.000000000000 0 0    
    COMPUTER SOFTWARE 2014-02-01 2,700 2,700 SL 3.000000000000 0 0    
    SMARTER SELECTION COMPUTER SOFTWARE 2014-08-01 2,500 2,500 SL 3.000000000000 0 0    
    COMPUTER SOFTWARE 2015-12-14 2,500 2,500 ADS 3.000000000000 0 0    
    SMARTER SELECTION COMPUTER SOFTWARE 2016-09-06 2,500 2,500 ADS 3.000000000000 0 0    
    APPLICANT MANAGEMENT SOFTWARE 2018-07-27 2,500 1,145 ADS 3.000000000000 833 0    
    APPLICANT MANAGEMENT SOFTWARE 2019-08-07 2,500 312 ADS 3.000000000000 833 0    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WILLIAM ORR DINGWALL FOUNDATION INC
     
    C/O JOHN D WARD ESQUIRE
    EIN:
    52-1877552
    Name of Stock End of Year Book Value End of Year Fair Market Value
    HARBOR INVESTMENTS 4,755,378 5,748,892

    TY 2020 LandEtcSchedule2
    Name:
    WILLIAM ORR DINGWALL FOUNDATION INC
     
    C/O JOHN D WARD ESQUIRE
    EIN:
    52-1877552
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    EQUIPMENT AND MACHINERY 12,246 12,246 0  
    COMPUTER SOFTWARE 2,700 2,700 0  
    SMARTER SELECTION COMPUTER SOFTWARE 2,500 2,500 0  
    COMPUTER SOFTWARE 2,500 2,500 0  
    SMARTER SELECTION COMPUTER SOFTWARE 2,500 2,500 0  
    APPLICANT MANAGEMENT SOFTWARE 2,500 1,978 522  
    APPLICANT MANAGEMENT SOFTWARE 2,500 1,145 1,355  


    TY 2020 OtherExpensesSchedule
    Name:
    WILLIAM ORR DINGWALL FOUNDATION INC
     
    C/O JOHN D WARD ESQUIRE
    EIN:
    52-1877552
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 1,241 1,241   0
    BANK FEES 1,265 1,265   0
    SOFTWARE 3,771 3,771   0
    POSTAGE 189 189   0


    TY 2020 OtherIncomeSchedule2
    Name:
    WILLIAM ORR DINGWALL FOUNDATION INC
     
    C/O JOHN D WARD ESQUIRE
    EIN:
    52-1877552
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC REVENUE 277 277 277


    TY 2020 OtherLiabilitiesSchedule
    Name:
    WILLIAM ORR DINGWALL FOUNDATION INC
     
    C/O JOHN D WARD ESQUIRE
    EIN:
    52-1877552
    Description Beginning of Year - Book Value End of Year - Book Value
    REIMBURSABLE EXPENSES 864 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WILLIAM ORR DINGWALL FOUNDATION INC
     
    C/O JOHN D WARD ESQUIRE
    EIN:
    52-1877552
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONTRACTORS 55,000 55,000   0
    OUTSIDE CONTRACTOR SERVICES 2,500 2,500   0


    TY 2020 TaxesSchedule
    Name:
    WILLIAM ORR DINGWALL FOUNDATION INC
     
    C/O JOHN D WARD ESQUIRE
    EIN:
    52-1877552
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 46 46   0
    FEDERAL TAXES PAID 5,141 5,141   0