Form990-PF
Click to see attachment
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
DOROTHY RICHARD STARLING FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2727 ALLEN PARKWAY SUITE 1700
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX770192125
A Employer identification number

74-6121656
B Telephone number (see instructions)

(713) 739-7007
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$36,041,957
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      
4 Dividends and interest from securities... 619,612 619,612  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 229,482
b Gross sales price for all assets on line 6a 1,334,202
7 Capital gain net income (from Part IV, line 2)... 229,482
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)....... 338,111 338,111  
12 Total. Add lines 1 through 11........ 1,187,205 1,187,205  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 100,000 25,000   75,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 4,000 3,200   800
c Other professional fees (attach schedule).... 117,330 117,330   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 40,796 26,967   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,249 0   3,249
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 32,115 28,364   3,751
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 297,490 200,861   82,800
25 Contributions, gifts, grants paid....... 1,522,600 1,400,600
26 Total expenses and disbursements. Add lines 24 and 25 1,820,090 200,861   1,483,400
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -632,885
b Net investment income (if negative, enter -0-) 986,344
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 2,879,356 2,024,058 2,024,058
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)      
b Investments—corporate stock (attach schedule)....... 9,637,555 Click to see attachment9,864,660 21,213,613
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,573,206 Click to see attachment8,673,151 12,804,286
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) 21,090,117 20,561,869 36,041,957
Liabilities 17 Accounts payable and accrued expenses.......... -11,650 -29,196
18 Grants payable................. 848,500 970,500
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)......... 836,850 941,304
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...........    
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........ 46,733,642 46,960,498
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -26,480,375 -27,339,933
29 Total net assets or fund balances (see instructions)..... 20,253,267 19,620,565
30 Total liabilities and net assets/fund balances (see instructions). 21,090,117 20,561,869
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
20,253,267
2
Enter amount from Part I, line 27a .....................
2
-632,885
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
183
4
Add lines 1, 2, and 3 ..........................
4
19,620,565
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
19,620,565
Form 990-PF (2021)
Form 990-PF (2021)
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 PUBLICLY TRADED SECURITIES      
b KKR EUROPEAN FUND III      
c ALLIANCE BERNSTEIN EUROPEAN OPPORTUNITY SERIES      
d ALLIANCE BERNSTEIN EUROPEAN OPPORTUNITY SERIES      
e STANLEY PARTNERS FUND LP      
STANLEY PARTNERS FUND LP      
(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 1,334,202   1,029,630 304,572
b       8,946
c       -14,354
d       144,279
e       -301,090
      87,129
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       304,572
b       8,946
c       -14,354
d       144,279
e       -301,090
      87,129
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 2 229,482
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 13,710
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 13,710
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 33,127
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 33,127
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 19,417
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet19,417 RefundedBullet 11 0
Part VI-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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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
    Yes
     
    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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletMELINDA M KACAL Telephone no.bullet (713) 739-7007

    Located atbullet2727 ALLEN PARKWAY 1700HOUSTONTX ZIP+4bullet77019
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    DUNHAM F JEWETT TRUSTEE
    11.00
    50,000 0 0
    2727 ALLEN PARKWAY SUITE 1700
    HOUSTON,TX77019
    MELINDA M KACAL TRUSTEE
    14.00
    50,000 0 2,700
    2727 ALLEN PARKWAY SUITE 1700
    HOUSTON,TX77019
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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.............bullet0
    Part VIII-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 THE SHEPHARD SCHOOL OF MUSIC - SUPPORT FOR VIOLIN INSTRUCTION AND SCHOLARSHIP PROGRAM 185,000
    2 UNIVERSITY OF COLORADO AT BOULDER - SUPPORT FOR VIOLIN INSTRUCTION AND SCHOLARSHIP PROGRAM 125,000
    3 THE ASPEN MUSIC FESTIVAL SCHOOL - SUPPORT FOR VIOLIN INSTRUCTION AND SCHOLARSHIP PROGRAM 120,000
    4 CLEVELAND INSTITUTE OF MUSIC - UNIVERSITY OF CINCINNATI - SUPPORT FOR VIOLIN INSTRUCTION AND SCHOLARSHIP PROGRAM 100,300
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    30,978,523
    b
    Average of monthly cash balances.......................
    1b
    2,436,978
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    33,415,501
    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
    33,415,501
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    501,233
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    32,914,268
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,645,713
    Part X
    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 IX, line 6..................
    1
    1,645,713
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    13,710
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    129
    c
    Add lines 2a and 2b............................
    2c
    13,839
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,631,874
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,631,874
    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 XII, line 1 ...
    7
    1,631,874
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,631,874
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018...... 39,974
    d From 2019...... 153,283
    e From 2020......  
    f Total of lines 3a through e ........ 193,257
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,483,400
    a Applied to 2020, 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 2021 distributable amount..... 1,483,400
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 148,474 148,474
    (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 44,783
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    44,783
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 44,783
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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:
    DUNHAM F JEWETT - DOROTHY R STARLIN
    2727 ALLEN PARKWAY SUITE 1700
    HOUSTON,TX770192125
    (713) 739-7007
    bThe form in which applications should be submitted and information and materials they should include:
    ESSAY FORM (1) NAME/ADDRESS OF GRANTEE (2) QUAL AS 501(C)(3) ORG (3) PURPOSE FOR GRANT (4) % OF SUPPORT MONEY USED FOR PURPOSE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LIMITS THE USAGE OF ITS FUNDS TO PURPOSES DIRECTLY CONNECTED WITH CLASSICAL VIOLIN PERFORMANCE AND STUDY ARTS.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ASPEN MUSIC FESTIVAL SCHOOL
    2 MUSIC SCHOOL RD
    ASPEN,CO81611
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 120,000
    BOWDIN COLLEGE
    6300 COLLEGE STATION
    BRUNSWICK,ME04011
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 44,000
    CLEVELAND INSTITUTE OF MUSIC
    11021 EAST BLVD
    CLEVELAND,OH44106
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 100,300
    COLEMAN VIOLIN STUDIO
    9502 4TH AVE NW
    SEATTLE,WA98117
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 15,000
    COLLEGE CONSERVATORY OF MUSIC
    UNIVERSITY OF CINCINNATI
    CINCINNATI,OH45221
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 97,000
    CURTIS INSTITUTE OF MUSIC
    1726 LOCUST ST
    PHILADELPHIA,PA19103
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 80,000
    ENCORE CHAMBER MUSIC INSTITUTE
    PO BOX 181
    GATES MILL,OH44080
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 10,000
    FRIENDS OF MCGILL
    44 PRYER TER
    NEW ROCHELLE,NY10804
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 11,000
    GREEN MOUNTAIN CHAMBER MUSIC FESTIVAL
    4132 SNYDER DR
    WINSTON SALEM,NC27127
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 9,300
    HEIFETZ INSTITUTE
    107 E BEVERLY STREET
    STAUNTON,VA24401
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 37,500
    KNEISEL HALL
    PO BOX 648
    BLUE HILL,ME04614
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 35,000
    MUSIC ACADEMY OF THE WEST
    1070 FAIRWAY ROAD
    SANTA BARBARA,CA93108
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 90,000
    NEW ENGLAND CONSERVATORY
    290 HUNTINGTON AVE
    BOSTON,MA02115
    NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 68,000
    SALT LAKE MUSIC SCHOOL FOUNDATION DBA GIFTED MUSIC SCHOOL
    PO BOX 9841
    SALT LAKE CITY,UT84109
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 73,500
    SAN FRANCISCO CONSERVATORY OF MUSIC
    50 OAK ST
    SAN FRANCISCO,CA941026011
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 33,000
    STARLING PROJECT FOUNDATION
    549 HOWELL AVENUE
    CINCINNATI,OH45220
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 30,000
    STEANS MUSIC INSTITUTE
    418 SHERIDAN ROAD
    HIGHLAND PARK,IL60035
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 25,000
    THE COLBURN SCHOOL
    200 SOUTH GRANDE AVENUE
    LOS ANGELES,CA90012
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 100,000
    THE SHEPHARD SCHOOL OF MUSIC - RICE UNIVERSITY
    6100 MAIN
    HOUSTON,TX77005
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 185,000
    UNIVERSITY OF COLORADO AT BOULDER
    UCB
    BOULDER,CO80309
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 125,000
    UNIVERSITY OF MICHIGAN
    500 S STATE ST
    ANN ARBOR,MI48109
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 12,000
    UNIVERSITY OF TEXAS AT AUSTIN
    MUSIC BUILDING EAST
    AUSTIN,TX78712
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 75,000
    YELLOW BARN MUSIC SCHOOL AND FESTIVAL
    91 OLD ROUTE 5
    PUTNEY,VT05346
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 25,000
    Total .................................bullet 3a 1,400,600
    bApproved for future payment
    COLEMAN VIOLIN STUDIO
    9502 4TH AVE NW
    SEATTLE,WA98117
    NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 15,000
    COLLEGE CONSERVATORY OF MUSIC
    UNIVERSITY OF CINCINNATI
    CINCINNATI,OH45221
    NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 97,000
    MUSIC ACADEMY OF THE WEST
    1070 FAIRWAY ROAD
    SANTA BARBARA,CA93108
    NONE PC ADVANCEMENT OF VIOLIN STUDIES 90,000
    SALT LAKE MUSIC SCHOOL FOUNDATION DBA GIFTED MUSIC SCHOOL
    PO BOX 9841
    SALT LAKE CITY,UT84109
    NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 73,500
    STARLING PROJECT FOUNDATION
    549 HOWELL AVENUE
    CINCINNATI,OH45220
    NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 30,000
    THE COLBURN SCHOOL
    200 SOUTH GRANDE AVENUE
    LOS ANGELES,CA90012
    NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 100,000
    THE CURTIS INSTITUTE OF MUSIC
    1762 LOCUST ST
    PHILADELPHIA,PA19103
    NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 80,000
    THE SHEPHARD SCHOOL OF MUSIC - RICE UNIVERSITY
    6100 MAIN
    HOUSTON,TX77005
    NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 185,000
    UNIVERSITY OF COLORADO AT BOULDER
    UCB
    BOULDER,CO80309
    NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 225,000
    UNIVERSITY OF TEXAS AT AUSTIN
    1 UNIVERSITY STATION
    AUSTIN,TX78713
    NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 75,000
    Total .................................bullet 3b 970,500
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........
             
    4 Dividends and interest from securities ....          
    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 ............
        18 229,482  
    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) .. 13,275 1,173,930 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,187,205
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    DOROTHY RICHARD STARLING FOUNDATION
    EIN:
    74-6121656
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 4,000 3,200   800

    TY 2021 GeneralExplanationAttachment
    Name:
    DOROTHY RICHARD STARLING FOUNDATION
    EIN:
    74-6121656
    Identifier Return Reference Explanation
    3. GRANTS AND CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT FORM 990-PF, PART XV, SUPPLEMENTARY INFORMATION NOTE: THE AMOUNTS ON FORM 990-PF PART XV, "3. GRANTS AND CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT" REPRESENT ESTIMATES OF THE FUTURE GRANTS AND CONTRIBUTIONS AND ARE SUBJECT TO CHANGE. ACTUAL PAYMENTS TO RECIPIENTS WILL BE DEPENDENT UPON FUTURE CONDITIONS.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    DOROTHY RICHARD STARLING FOUNDATION
    EIN:
    74-6121656
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD 8,552 15,268
    ABB LTD SPON ADR 44,908 76,340
    ADVANSIX INC 97 756
    AEGON N.V. 19,441 18,318
    ALCOA INC 19,993 39,680
    ALCOA INC 12,211 19,840
    ALLSTATE CORP 13,851 235,300
    AMERICAN EXPRESS COMPANY 23,432 98,160
    AMPO PITTSBURGH CORP 1,586 2,500
    ARCHER-DANIELS MIDLAND CO 18,596 40,554
    AT&T INC 17,698 29,520
    AUTONATION INC 15,081 23,370
    AVANGRID INC 9,080 9,976
    BANK NEW YORK INC 34,094 278,784
    BANK NEW YORK MELLON 16,380 17,424
    BANK OF AMERICA CORP 70,028 177,960
    BANK OF NEW YORK MELLON CORP 16,918 243,936
    BARRICK GOLD CORP 185,117 161,500
    BARRICK GOLD CORP 22,042 19,000
    BHP BILLITON PLC 26,885 35,862
    BLACKSTONE GROUP LP 8,521 77,634
    BOEING CO 52,630 201,320
    BOEING CO 36,819 60,396
    BOYD GAMING CORP 1,016 13,114
    BRISTOL MYERS SQUIBB CO 8,518 374,100
    BUNGE LIMITED COM 15,337 28,008
    BUNGE LTD PFD 80,800 126,739
    C T S CORPORATION 6,347 18,360
    CAMECO CORP CAD COM 278,961 174,640
    CAMPBELL SOUP COMPANY 10,476 13,038
    CANADIAN NATURAL RESOURCES 509,086 550,004
    CANADIAN NATURAL RESOURCES LTD 7,889 12,675
    CARRIER GLOBAL CORP 12,822 54,240
    CHEVRON CORP 23,753 586,750
    CHEVRON CORP 23,753 586,750
    CHUBB CORP 601,395 1,047,160
    CIRCOR INTL INC 6,977 5,436
    CISCO SYSTEMS INC 64,660 190,110
    CNH INDUSTRIAL NV 27,713 58,290
    COCA-COLA COMPANY 11,936 23,684
    COEUR MINING INC 14,257 7,056
    CORNING INC 14,000 37,230
    CORTEVA INC 41,865 112,337
    DANIMER SCIENTIFIC INC 8,085 4,260
    DELL TECHNOLOGIES 14,547 16,851
    DEUTISCHE TELEKOM AG 18,339 18,510
    DIEBOLD INCORPORATED 31,109 36,200
    DISCOVERY COMMUNICATIONS INC 20,382 14,124
    DISH NETWORK CORP 11,691 29,650
    DONALDSON COMPANY INC 8,175 23,704
    DOW INC 81,755 134,767
    DOWDUPONT INC 119,977 191,933
    DREAM UNLIMTED 130,400 153,675
    DUNDEE BANCORP INCCL 159,302 11,230
    ECHOSTAR COMMUNICATIONS 1,868 1,581
    ELI LILLY & CO 38,262 552,440
    EMERSON ELECTRIC CO 45,141 92,970
    ENBRIDGE INC 56,601 547,540
    EVERGY INC 26,986 62,984
    EXXON MOBIL CORP 60,938 1,529,750
    EXXON MOBIL CORP 48,750 1,223,800
    FERRO CORP 4,252 10,915
    FLOWERS FOODS INC 13,157 16,482
    FREEPORT MCMORAN COPPER & GOLD COM 165,728 208,650
    FREEPORT-MCMORAN COPPER & GOLD 70,954 83,460
    FREEPORT-MCMORAN COPPER & GOLD INC 155,351 187,785
    GATX CORP 11,063 31,257
    GCP APPLIED TECHNOLOGIES 41,156 53,822
    GENERAL ELEC CO 230,200 118,088
    GENERAL ELECTRIC 126,103 59,044
    GENL ELECTRIC CO 161,518 118,088
    GENUINE PARTS CO 19,825 28,040
    GILEAD SCIENCES INC 26,016 29,044
    GLENCORE PLC SHS 249,389 154,848
    GRAINGER W W INC 49,987 518,240
    GRIFFON CORP 7,061 22,784
    GRUPO TELEVIS SA 39,874 28,110
    HALLIBURTON COMPANY 43,673 57,175
    HEWLETT PACKARD ENTERPRISE CO 22,290 23,655
    HONEYWELL INTERNATIONAL INC 17,547 83,404
    HYSTER-YALE MATERIAL HANDLING INC 36,631 20,550
    IMPERIAL OIL LTD CAD 78,998 613,870
    INCYTE CORP 40,172 36,700
    INGREDION INC 142,525 483,200
    INGREDION INC COM 38,590 48,320
    INTEL CORP 131,088 180,250
    INTERPUBLIC GRP CO 8,968 18,725
    INTL PAPER CO 47,851 46,980
    ISHARES SILVER TRUST 6,706 6,453
    ITT CORP 6,774 30,657
    J.P. MORGAN CHASE & CO 48,669 427,545
    JOHNSON & JOHNSON 12,968 34,214
    JP MORGAN CHASE & CO COM 81,224 791,750
    KAMAN CORPORATION 23,395 43,150
    KEURIG DR PEPPER INC 0 25,802
    KEYERA FACILITIES INCOME FD TR 232,514 844,431
    KEYSIGHT TECHS 19,550 41,302
    KINDER MORGAN HOLD CO LLC 120,772 67,104
    KINDER MORGAN INC 174,556 79,300
    KINROSS GOLD CORP NEW 12,125 23,240
    LENNAR CORP CL B 19,090 39,013
    LIBERTY BROADBAND CAP SERIES A 513 11,585
    LIBERTY BROADBAND CORP COM SER C 2,834 30,448
    LIBERTY MEDIA CLASS A BRAVES GROUP 41,527 51,750
    LIBERTY MEDIA COM SER A SIRIUSXM GROUP LSXMA 1,221 14,645
    LIBERTY MEDIA COM SER C SIRIUSXM GROUP LSXMK 4,476 33,510
    LIBERTY MEDIA GRP CLASS C 439 9,107
    LIBERTY MEDIA GRP COM SER A MEDIA GROUP 227 4,272
    LINCOLN NATL CORP 55,418 204,780
    LINDE PLC 653,800 1,386,116
    LYNAS CORP 1,095 372
    MADISON SQUARE GARDEN ENTMT CORP CL A 3,492 12,380
    MADISON SQUARE GARDEN SPORTS CORP 10,545 26,060
    MERCK & CO INC 37,356 38,320
    MILLICOM INTL CELLULAR 66,407 42,675
    MODINE MANUFACTURING CO 17,323 25,225
    MONDELENZ INTL INC 9,421 33,155
    MOSAIC CO 10,387 19,645
    MUELLAR WATER PRODUCTS 11,957 14,400
    MUELLER INDUSTRIES INC 14,722 29,680
    MYERS INDUSTRIES INC 21,748 20,010
    NATIONAL FUEL GAS CO 13,738 19,182
    NATIONAL OILWELL VARCO INC 27,400 6,775
    NATL-OILWELLVARCO INC 151,620 33,875
    NEWMONT MINING 6,312 8,187
    NORTHERN TRUST CORP 28,358 71,766
    NOW INC 29,422 9,607
    OCCIDENTAL PETROLEUM CORP 67,743 23,192
    OCEANEERING INTL INC 58,114 11,310
    ORGANON & CO 1,870 1,522
    OTIS WORLDWIDE CORP 17,929 43,535
    PERNOD RICARD 22,320 49,129
    RAYTHEON TECHNOLOGIES CORP 96,565 172,120
    RESIDEO TECHNOLOGIES 522 1,718
    ROYAL DUTCH SHELL PLC 178,455 130,050
    ROYAL DUTCH SHELL PLC 146,474 86,700
    ROYAL DUTCH SHELL PLC A 51,047 34,720
    ROYAL DUTCH SHELL PLC ADS 349,480 238,425
    ROYAL DUTCH SHELL PLC B 53,327 34,680
    RYMAN HOSPITALITY PPTYS 12,008 91,960
    SANOFI ADR 22,660 25,050
    SCHLUMBERGER LTD COM 88,261 40,672
    SCRIPPS E W CO OHIO CLASS A NEW 1,011 10,004
    SINCLAIR BROADCAST GROUP 21,035 26,430
    SONY CORP 8,987 63,200
    STATE STR CORP 23,312 46,500
    STERLING BANCORP 11,479 26,048
    STRATTEC SEC CORP 24,432 18,510
    SUEZ ENVIRONMENT CO S A ADR 93,400 112,640
    SUNCOR ENERGY INCORPORATED NEW 497,176 350,728
    SWEDISH MATCH SEK PAR ORD 28,350 40,000
    SYLVAMO CORP 2,668 2,510
    TECK RESOURCES 25,783 28,820
    TELEPHONE & DATA SYS INC NEW 32,419 22,165
    TEXTRON INC 37,467 69,480
    TOURMALIE OIL CORP 19,747 32,300
    TOURMALINE OIL CORP 185,706 161,630
    TOURMALINE OIL CORP 106,996 129,200
    TRATON SE 9,728 7,525
    UNITED STATES CELLULAR 78,855 56,736
    VALARIS PLC CLASS A 37 0
    VALMONT IND INC 21,999 50,100
    VANECK VECTORS GOLD MINERS ETF 6,038 6,406
    VIACOMBS INC 11,245 20,022
    VIACOMBS INC 7,947 12,072
    VMWARE INC CLASS A 15,164 15,296
    VODAPHONE GROUP PLC 44,740 29,860
    WABTEC CORPORATION 4,137 4,882
    XYLEM INC 53,166 239,840
    XYLEM INC 30,055 143,904
    XYLEM INC 16,909 59,960

    TY 2021 InvestmentsOtherSchedule2
    Name:
    DOROTHY RICHARD STARLING FOUNDATION
    EIN:
    74-6121656
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALLIANCE BERNSTEIN DELAWARE BUSINESS TRUST AT COST 2,606,335 3,454,043
    ATLANTIC INVESTMENTS AT COST 500,000 526,239
    INTEREST RECEIVABLE AT COST 6,371 6,371
    JPM EAFE AT COST 285,086 306,164
    JPM USACE AT COST 710,306 933,755
    KKR EUROPEAN FUND AT COST 38,177 38,177
    MS ALKEON AT COST 500,000 694,085
    MS ALKEON INNOVATION 2 AT COST 137,500 137,500
    MS FEEDERS AT COST 362,600 362,600
    STANLEY CAPITAL AT COST 3,526,776 6,345,352

    TY 2021 OtherExpensesSchedule
    Name:
    DOROTHY RICHARD STARLING FOUNDATION
    EIN:
    74-6121656
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKS & PUBLICATIONS 18,047 16,822   1,225
    INSURANCE 2,526 0   2,526
    INVESTMENT EXPENSE 11,542 11,542   0


    TY 2021 OtherIncomeSchedule2
    Name:
    DOROTHY RICHARD STARLING FOUNDATION
    EIN:
    74-6121656
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    DISTRIBUTIONS 10,294 10,294 10,294
    OTHER INVESTMENT INCOME 324,836 324,836 324,836
    OTHER INVESTMENT INCOME 2,981 2,981 2,981


    TY 2021 OtherIncreasesSchedule
    Name:
    DOROTHY RICHARD STARLING FOUNDATION
    EIN:
    74-6121656
    Description Amount
    OTHER ADJUSTMENT 183


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    DOROTHY RICHARD STARLING FOUNDATION
    EIN:
    74-6121656
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL FEES 117,330 117,330   0


    TY 2021 TaxesSchedule
    Name:
    DOROTHY RICHARD STARLING FOUNDATION
    EIN:
    74-6121656
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 26,967 26,967   0
    EXCISE TAXES 13,829 0   0