Form990-PF
Click to see list of attachments

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 C DOWLING JR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1400 OLD COUNTRY ROAD 309
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WESTBURY, NY11590
A Employer identification number

47-0933520
B Telephone number (see instructions)

(516) 482-7777
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$20,860,949J 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      
4 Dividends and interest from securities... 300,187 300,187  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -294,146
b Gross sales price for all assets on line 6a 3,181,831
7 Capital gain net income (from Part IV, line 2)...  
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).......      
12 Total. Add lines 1 through 11........ 6,041 300,187  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 350,000 17,500   332,500
14 Other employee salaries and wages...... 60,000 3,000   57,000
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 450     450
b Accounting fees (attach schedule)....... Click to see attachment 30,948     30,948
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 31,339 2,480   28,859
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 8,000     8,000
21 Travel, conferences, and meetings....... 22,491     22,491
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 201,968 183,676   18,292
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 705,196 206,656   498,540
25 Contributions, gifts, grants paid....... 439,040 439,040
26 Total expenses and disbursements. Add lines 24 and 25 1,144,236 206,656   937,580
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,138,195
b Net investment income (if negative, enter -0-) 93,531
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.............      
2 Savings and temporary cash investments......... 700,587 101,392 101,392
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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) 593,044 318,323 340,927
b Investments—corporate stock (attach schedule)....... 15,038,394 14,907,114 17,866,169
c Investments—corporate bonds (attach schedule)....... 304,427 179,847 179,376
11 Investments—land, buildings, and equipment: basis bullet6,506
Less: accumulated depreciation (attach schedule) bullet   6,506 Click to see attachment6,506 6,506
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,341,579 2,366,579 2,366,579
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,984,537 17,879,761 20,860,949
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)    
23 Total liabilities (add lines 17 through 22).........   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........... 18,984,537  
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)..... 18,984,537 17,879,761
30 Total liabilities and net assets/fund balances (see instructions). 18,984,537 17,879,761
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
18,984,537
2
Enter amount from Part I, line 27a .....................
2
-1,138,195
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
33,419
4
Add lines 1, 2, and 3 ..........................
4
17,879,761
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,879,761
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 see ATTACHED PERSHING # 50118 P 2020-10-10 2020-10-10
b see ATTACHED PERSHING # 50118 P 2005-10-10 2020-10-10
c see attached PERSHING # 50126 P 2020-10-10 2020-10-10
d see attached PERSHING # 50126 P 2005-10-10 2020-10-10
e SEE ATTACHED PERSHING # 76055 P 2020-10-10 2020-10-10
SEE ATTACHED PERSHING # 76055 P 2005-10-10 2020-10-10
SEE ATTACHED PERSHING # 50084 P 2005-10-10 2020-10-10
CVS CAREMARK CORP P 2020-10-10 2020-10-10
15000 HYDRO QUEBEC DEBS P 2005-10-10 2020-05-07
10000 NORTHERN STS POWER CO P 2005-10-10 2020-09-10
48000 US TREASURY NOTES .125% P 2005-10-10 2020-10-10
Wash Sale      
(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 94,549   87,383 7,166
b 407,274   367,592 39,682
c 769,052   1,229,566 -460,514
d 170,514   207,719 -37,205
e 95,448   120,023 -24,575
643,081   580,861 62,220
909,097   792,611 116,486
7,463   7,463  
15,887   20,738 -4,851
13,764   12,436 1,328
55,702   49,585 6,117
      2,866
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       7,166
b       39,682
c       -460,514
d       -37,205
e       -24,575
      62,220
      116,486
       
      -4,851
      1,328
      6,117
       
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 -291,280
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 -475,057
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 1,300
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  
3 Add lines 1 and 2........................... 3 1,300
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,300
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 27
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 13,673
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet13,673 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletNY
    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 addressbulletN/A
    14
    The books are in care ofbulletKURCIAS JAFFE & COMPANY LLP Telephone no.bullet (516) 482-7777

    Located atbullet1400 OLD COUNTRY ROAD STE 309WESTBURYNY ZIP+4bullet11590
    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
     
    No
    ........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 T EVANS President
    30.00     		155,000    
    362 WEST BROADWAY
    NEW YORK,NY10013
    MARIE EVANS Vice President
    30.00     		135,000    
    362 WEST BROADWAY
    NEW YORK,NY10013
    STEPHEN S KURCIAS CFO
    30.00     		60,000    
    58 ROGER DRIVE
    PORT WASHINGTON,NY11050
    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
    JAMES BORGS GRNT INVESTIGATOR
    30.00     		60,000    
    249 KINGS MOUNTAIN ROAD
    FREEHOLD,NJ07728
    Total number of other employees paid over $50,000...................bullet 1
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    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.........................bullet  
    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
    16,585,416
    b
    Average of monthly cash balances.......................
    1b
    460,940
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,373,085
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,419,441
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    19,419,441
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    291,292
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,128,149
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    956,407
    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
    956,407
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,300
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,300
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    955,107
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    955,107
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    955,107
    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
    937,580
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    937,580
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    937,580
    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 7 955,107
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 936,583
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 937,580
    a Applied to 2019, but not more than line 2a 936,583
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 997
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		954,110
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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:
    JOHN T EVANS PRESIDENT
    90 BROAD STREET 14TH FL
    NEW YORK,NY10004
    (516) 482-7777
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN INFORMATION REGARDING THE CHARACTER OF THE ORGANIZATION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    SPENCE SCHOOL
    22 EAST 91ST STREET
    NEW YORK,NY10128     		NONE PUBLIC FOR EDUCATION 15,060
    OUR LADY OF THE ISLE CHURCH
    5 PROSPECT AVENUE
    SHELTER ISLAND,NY11965     		NONE PUBLIC TO FOSTER RELIGIOUS FAITH AND SERVE THE COMMUNITY 10,000
    METROPOLITAN MUSEUM OF ART
    1000 5TH AVENUE
    NEW YORK,NY10028     		NONE PUBLIC TO PROMOTE ART 2,500
    MEMORIAL SLOAN KETTERING
    1275 YORK AVENUE
    NEW YORK,NY10065     		NONE PUBLIC TO PROVIDE MEDICAL CARE 20,000
    CATHOLIC RELIEF SERVICES
    228 WEST LEXINGTON STREET
    BALTIMORE,MD21201     		NONE PUBLIC TO ASSIST THE IMPOVERISHED 10,000
    WEILL CORNELL MEDICAL COLLEGE
    525 EAST 68TH STREET
    NEW YORK,NY10065     		NONE PUBLIC FOR MEDICAL EDUCATION 15,000
    PARRISH ART MUSEUM
    25 JOBS LANE
    SOUTHAMPTON,NY11968     		NONE PUBLIC TO PROMOTE ART 2,000
    ST JOSEPH'S CHURCH
    371 6TH AVENUE
    NEW YORK,NY10014     		NONE PUBLIC TO FOSTER RELIGIOUS FAITH AND SERVE THE COMMUNITY 5,000
    LEUKEMIA AND LYMPHOMA SOCIETY
    475 PARK AVENUE SOUTH
    NEW YORK,NY10016     		NONE PUBLIC TO FUND BLOOD CANCER RESEARCH 500
    AKILAH FOUNDATION
    1875 CONNECTICUT AVENUE NW
    WASHINGTON,DC20009     		NONE PUBLIC TO PROVIDE EDUCATION FOR WOMEN IN RWANDA 2,500
    SYLVESTER MANOR EDUCATIONAL FARM
    80 NORTH FERRY RD
    SHELTER ISLAND,NY11964     		NONE PUBLIC TO PROMOTE THE IMPORTANCE OF FOOD AND CULTURE 9,075
    MUSEUM OF MODERN ART
    11 WEST 53RD STREET
    NEW YORK,NY10019     		NONE PUBLIC FOR PROMOTION OF THE ARTS 2,500
    WOUNDED WARRIOR PROJECT
    4899 BELFORD ROAD STE 300
    JACKSONVILLE,FL32256     		NONE PUBLIC TO HELP VETERANS 5,000
    RIVERS OF THE WORLD
    6625 HIGHWAY 53 410
    DAWSONVILLE,GA30534     		NONE PUBLIC TO HELP IMPOVERISHED PEOPLE AROUND THE WORLD 5,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY10001     		NONE PUBLIC TO DELIVER EMERGENCY MEDICAL CARE TO VICTIMS AROUND THE WORLD 5,000
    RUBIN MUSEUM OF ART
    333 7TH AVENUE
    NEW YORK,NY10011     		NONE PUBLIC TO PROMOTE ART 1,000
    SOHO ALLIANCE
    PO BOX 429 PRINCE STREET STATION
    NEW YORK,NY10012     		NONE PUBLIC TO PRESERVE THE QUALITY AND CHARACTER OF LIFE IN THE COMMUNITY 1,000
    SILVER SHIELD FOUNDATION
    870 UNITED NATIONS PLAZA
    NEW YORK,NY10017     		NONE PUBLIC TO PROVIDE EDUCATIONAL SUPPORT FOR CHILDREN AND WIDOWS OF POLICE AND FIREFIGHTERS KILLED IN THE LINE OF DUTY 5,000
    STUDENT SPONSOR PARTNERS
    424 MADISON AVENUE STE 1002
    NEW YORK,NY10017     		NONE PUBLIC TO PROVIDE LOW-INCOME STUDENTS WITH A HIGH SCHOOL EDUCATION 8,200
    SISTERS OF LIFE
    257 EAST 71ST STREET
    NEW YORK,NY10021     		NONE PUBLIC TO PROVIDE PROTECTION AND ENHANCEMENT OF HUMAN LIFE 10,000
    DOMINICAN FRIARS FOUNDATION
    141 EAST 65TH STREET
    NEW YORK,NY10065     		NONE PUBLIC TO SUPPORT THE CHURCH 5,000
    MANHATTAN INSTITUTE FOR POLICY
    52 VANDERBILT AVENUE
    NEW YORK,NY10017     		NONE PUBLIC TO FOSTER GREATER ECONOMIC CHOICE AND INDIVIDUAL RESPONSIBILITY 10,000
    PECONIC LAND TRUST
    296 NY 27A
    SOUTHAMPTON,NY11968     		NONE PUBLIC TO PROMOTE THE CONSERVATION OF LONG ISLAND'S WORKING FARMS AND NATURAL LANDS 4,000
    FRIARS OF THE RENEWAL
    420 EAST 156TH STREET
    BRONX,NY10455     		NONE PUBLIC TO PROVIDE GENEROUS SERVICE TO OTHERS ESPECIALLY THE POOR 5,000
    CATHOLIC CHARITIES
    1011 FIRST AVENUE 11TH FLOOR
    NEW YORK,NY10022     		NONE PUBLIC TO PROTECT AND NURTURE CHILDREN, FEED THE HUNGRY AND SHELTER THE HOMELESS 10,000
    CATHOLIC UNDERGROUND
    230 EAST 90TH STREET
    NEW YORK,NY10128     		NONE PUBLIC TO PROMOTE AND FOSTER CATHOLIC VALUES 10,000
    NEW YORK CITY POLICE FOUNDATION
    555 FIFTH AVENUE
    NEW YORK,NY10017     		NONE PUBLIC TO PROMOTE PROGRAMS TO MAKE NEW YORK CITY SAFER 10,000
    HARLEM LINK
    20 WEST 112TH STREET
    NEW YORK,NY10026     		NONE PUBLIC TO PROVIDE QUALITY EDUCATION TO CHILDREN IN HARLEM 2,500
    THE MUSTIQUE CHARITABLE FOUNDATION
    PO BOX 20616
    NEW YORK,NY10021     		NONE PUBLIC TO PROVIDE SUPPORT FOR CHILDREN, YOUTH AND ADULTS IN ST. VINCENT AND THE GRENADINES 5,000
    MUSTARD SEED
    1085 LUCKNEY ROAD
    BRANDON,MS39047     		NONE PUBLIC TO FOSTER RELIGIOUS FAITH AND SERVE THE COMMUNITY 10,000
    VILLAGE HEALTH WORKS
    453 WEST 36TH STREET 8TH FLOOR
    NEW YORK,NY10018     		NONE PUBLIC TO PROVIDE QUALITY HEALTH CARE IN A DIGNIFIED ENVIRONMENT 40,000
    ALPHA PI ALLIANCE
    308 MAIN STREET
    THIENSVILLE,WI53092     		NONE PUBLIC FOR THE PRESERVATION OF HISTORIC PLACES 5,000
    RESONATE WORKSHOPS
    PO BOX 582
    ALBION,CA95410     		NONE PUBLIC TO PROMOTE LEADERSHIP POTENTIAL OF WOMEN AND GIRLS IN EAST AFRICA 5,000
    MISSIONARIES OF THE POOR
    3758 LAVISTA ROAD 100
    TUCKER,GA30084     		NONE PUBLIC TO SERVE THE POOR AND DESTITUTE BY ENCOURAGING COMMUNITY RELATIONSHIPS 15,000
    ALZHEIMERS FOUNDATION
    322 8TH AVENUE 7TH FL
    NEW YORK,NY10001     		NONE PUBLIC TO PROVIDE CARE AND SERVICES TO INDIVIDUALS LIVING WITH ALZHEIMERS DISEASE AND RELATED ILLNESSES AND TO FAMILIES AND CAREGIVERS 10,000
    DIRECT RELIEF
    6100 WALLACE BECKNELL ROAD
    SANTA BARBARA,CA93117     		NONE PUBLIC TO EQUIP DOCTORS AND NURSES WITH MEDICINE AND SUPPLIES TO CARE FOR THE MOST VULNERABLE 15,000
    NATIONAL DEMOCRATIC INSTITUTE
    455 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20001     		NONE PUBLIC TO SUPPORT AND STRENGHTHEN DEMOCRATIC INSTITUTIONS WORLDWIDE 2,500
    LONG ISLAND LUTHERAN MIDDLE SCHOOL
    131 BROOKVILLE ROAD
    BROOKVILLE,NY11545     		NONE PUBLIC TO PROVIDE STUDENTS WITH AN EDUCATION FOUNDED IN CHRISTIAN VALUES 2,500
    SOLVING KIDS CANCER
    1 EAST 53RD STREET 5TH FL
    NEW YORK,NY10022     		NONE PUBLIC TO FUND TREATMENT OPTIONS TO CURE CHILDREN WITH THE MOST FATAL PEDIATRIC CANCERS 5,000
    ST ANTHONY'S CHURCH
    154 SULLIVAN STREET
    NEW YORK,NY10012     		NONE PUBLIC TO FOSTER RELIGIOUS FAITH AND SERVE THE COMMUNITY 5,000
    COUNCIL OF URBAN PROFESSIONALS
    55 EXCHANGE PLACE
    NEW YORK,NY10005     		NONE PUBLIC TO INSPIRE AND EMPOWER THE NEXT GENERATION OF BUSINESS AND CIVIC LEADERS 2,000
    HOMES FOR HEROES
    9201 WEST BROADWAY
    MINNEAPOLIS,MN55445     		NONE PUBLIC TO HELP HEROES SAVE ON REAL ESTATE TRANSACTIONS 10,000
    RONALD MCDONALD HOUSE
    405 EAST 73RD STREET
    NEW YORK,NY10021     		NONE PUBLIC TO PROVIDE HOUSING TO FAMILIES WHILE CHILDREN RECEIVE MEDICAL CARE 5,000
    GODS LOVE WE DELIVER
    166 AVENUE OF THE AMERICAS
    NEW YORK,NY10013     		NONE PUBLIC TO PROVIDE FOOD TO THE ILL 5,000
    TUNNEL TO TOWERS
    2361 HYLAN BLVD
    STATEN ISLAND,NY10306     		NONE PUBLIC TO HONOR AND PROVIDE SUPPORT TO MILITARY AND FIRST RESPONDERS 5,000
    ROBIN HOOD
    826 BROADWAY 9
    NEW YORK,NY10003     		NONE PUBLIC TO FIGHT POVERTY IN NEW YORK 10,000
    HUDSON RIVER PARK FRIENDS
    305 7TH AVENUE 12
    NEW YORK,NY10001     		NONE PUBLIC FOR CARE AND ENHANCEMENT OF HUDSON RIVER PARK 5,000
    NATIONAL WORLD WAR II MUSEUM
    945 MAGAZINE STREET
    NEW ORLEANS,LA70130     		NONE PUBLIC TO EDUCATE THE PUBLIC OF THE AMERICAN EXPERIENCE IN WW II 1,000
    ST DAVID'S SCHOOL
    12 EAST 89TH STREET
    NEW YORK,NY10128     		NONE PUBLIC FOR EDUCATION 26,355
    BIGS AND LITTLES NYC MENTORING
    137 EAST 2ND STREET
    NEW YORK,NY10009     		NONE PUBLIC TRANSFORM LIVES OF CHILDREN THROUGH ONE-TO-ONE MENTORING 3,050
    FJC A FOUNDATION OF PHILANTHROPIC F
    31 WEST 34TH STREET 8026
    NEW YORK,NY10001     		NONE PUBLIC TO PROVIDE MANAGEMENT OF CHARITABLE GIVING 500
    MAKE THE ROAD
    301 GROVE STREET
    BROOKLYN,NY11237     		NONE PUBLIC TO SUPPORT IMMIGRANTS AND WORKING FAMILIES 300
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVENUE NW
    WASHINGTON,DC20001     		NONE PUBLIC TO PROVIDE FOOD TO COMMUNITIES WORLDWIDE 15,000
    DETROIT RESCUE MISSION
    150 STIMSON STREET
    DETROIT,MI48201     		NONE PUBLIC TO SUPPORT THE DISADVANTAGED OF THE COMMUNITY 15,000
    ST JOSEPH'S HOME LITTLE SISTERS OF
    1503 MICHAELS ROAD
    HENRICO,VA23229     		NONE PUBLIC TO CARE FOR THE AGED 15,000
    HEART TO HEART FOUNDATION
    3561 HOMESTEAD ROAD
    SANTA CLARA,CA95051     		NONE PUBLIC TO SUPPORT SURGERIES OF CHILDREN WITH CONGENITAL HEART DEFECTS 10,000
    Total .................................bullet 3a 439,040
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		    1    
    4 Dividends and interest from securities....     1 300,187  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        -294,146
    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)..   300,187 -294,146
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,041
    (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: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    WILLIAM C DOWLING JR FOUNDATION
    EIN:
    47-0933520
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    KURCIAS, JAFFE & COMPANY 30,948 0 0 30,948

    TY 2020 InvestmentsLandSchedule2
    Name:
    WILLIAM C DOWLING JR FOUNDATION
    EIN:
    47-0933520
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Fixtures 3,243   3,243 6,506
    Machinery and Equipment 3,263   3,263  

    TY 2020 LegalFeesSchedule
    Name:
    WILLIAM C DOWLING JR FOUNDATION
    EIN:
    47-0933520
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WESTERVELT AND REA 450 0 0 450


    TY 2020 OtherExpensesSchedule
    Name:
    WILLIAM C DOWLING JR FOUNDATION
    EIN:
    47-0933520
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EMPLOYEE BENEFITS 67,293 53,393   13,900
    INSURANCE 750     750
    INVESTMENT FEE AND EXPENSES 130,283 130,283    
    MEMBERSHIP FEES 765     765
    OTHER EXPENSES 583     583
    SERVICE CHARGES 2,294     2,294


    TY 2020 OtherIncreasesSchedule
    Name:
    WILLIAM C DOWLING JR FOUNDATION
    EIN:
    47-0933520
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Amount
    ADJUST COST OF SECURITIES 17,488
    NONDIVIDEND DISTRIBUTION 15,931


    TY 2020 TaxesSchedule
    Name:
    WILLIAM C DOWLING JR FOUNDATION
    EIN:
    47-0933520
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 961 961    
    PAYROLL TAXES 30,378 1,519   28,859