Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
DOLL FAMILY FOUNDATION
C/O ROBERT C DOLL JR
Number and street (or P.O. box number if mail is not delivered to street address)513 CHRISTOPHER DR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PRINCETON, NJ085402333
A Employer identification number

52-2254198
B Telephone number (see instructions)

(609) 924-3628
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$139,289,763J 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) 37,611,569
2 Check bullet.............
3 Interest on savings and temporary cash investments 106,812 106,812  
4 Dividends and interest from securities... 1,555,420 1,555,420  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 25,928,847
b Gross sales price for all assets on line 6a 185,208,602
7 Capital gain net income (from Part IV, line 2)... 25,928,847
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)....... Click to see attachment 27,270 21,783  
12 Total. Add lines 1 through 11........ 65,229,918 27,612,862  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 13,300 13,300   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 484,995 3,958   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 11,365 11,365   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 310,467 309,992   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 820,127 338,615   0
25 Contributions, gifts, grants paid....... 5,270,219 5,270,219
26 Total expenses and disbursements. Add lines 24 and 25 6,090,346 338,615   5,270,219
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 59,139,572
b Net investment income (if negative, enter -0-) 27,274,247
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............. 7,997,733 968,937 968,937
2 Savings and temporary cash investments.........      
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)....... 35,600,453 Click to see attachment33,623 33,623
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).......... 25,837,298 Click to see attachment115,513,892 138,210,943
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment61,877 Click to see attachment76,260 Click to see attachment76,260
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 69,497,361 116,592,712 139,289,763
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment150,000
23 Total liabilities (add lines 17 through 22)......... 0 150,000
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 69,497,361 116,442,712
29 Total net assets or fund balances (see instructions)..... 69,497,361 116,442,712
30 Total liabilities and net assets/fund balances (see instructions). 69,497,361 116,592,712
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
69,497,361
2
Enter amount from Part I, line 27a .....................
2
59,139,572
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
128,636,933
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
12,194,221
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
116,442,712
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 MERRILL LYNCH #17653 P 2020-01-01 2021-12-31
b MERRILL LYNCH #02519 P 2020-01-01 2021-12-31
c MERRILL LYNCH #02519 P 2021-01-01 2021-12-31
d NUVEEN P 2020-01-01 2021-12-31
e NUVEEN P 2021-01-01 2021-12-31
COWEN #0455 P 2021-01-01 2021-12-31
COWEN #0448 P 2021-01-01 2021-12-31
COWEN #0122 P 2021-01-01 2021-12-31
COWEN #0148 P 2021-01-01 2021-12-31
COWEN #0148 P 2020-01-01 2021-12-31
CROSSMARK #1212 P 2021-01-01 2021-12-31
CROSSMARK #1213 P 2021-01-01 2021-12-31
CROSSMARK #1214 P 2021-01-01 2021-12-31
CROSSMARK #1215 P 2021-01-01 2021-12-31
FROM PASSTHROUGH ENTITES P 2021-01-01 2021-12-31
FROM PASSTHROUGH ENTITES P 2020-01-01 2021-12-31
(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 4,468,445   4,228,734 239,711
b 29,711,877   17,307,584 12,404,293
c 18,208,380   13,693,204 4,515,176
d 55,071,553   51,490,313 3,581,240
e 11,742,374   9,210,498 2,531,876
6,574   7,030 -456
156,932   162,646 -5,714
12,234,952   12,609,880 -374,928
7,056,693   6,889,210 167,483
30,982,873   28,347,998 2,634,875
2,869,972   2,918,006 -48,034
2,800,556   2,788,795 11,761
3,293,980   3,170,190 123,790
6,545,156   6,455,667 89,489
245     245
58,040     58,040
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       239,711
b       12,404,293
c       4,515,176
d       3,581,240
e       2,531,876
      -456
      -5,714
      -374,928
      167,483
      2,634,875
      -48,034
      11,761
      123,790
      89,489
      245
      58,040
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 25,928,847
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........................... 3 379,112
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- ..... 5 379,112
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 79,160
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 750,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 829,160
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 10 450,048
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet450,048 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
 
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
    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)
    bulletCA, CT, MA, NY, MD, VT
    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 ofbulletROBERT C DOLL JR Telephone no.bullet (609) 924-3628

    Located atbullet513 CHRISTOPHER DRIVEPRINCETONNJ ZIP+4bullet08540
    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)
     
    No
    (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
     
     
    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
    ROBERT C DOLL JR PRES./TREAS.
    1.00     		0 0 0
    513 CHRISTOPHER DRIVE
    PRINCETON,NJ08540
    LESLIE L DOLL SECRETARY
    2.00     		0 0 0
    513 CHRISTOPHER DRIVE
    PRINCETON,NJ08540
    JOHN MORRISEY TRUSTEE
    0.00     		0 0 0
    513 CHRISTOPHER DRIVE
    PRINCETON,NJ19380
    MARION MEEKS TRUSTEE
    0.00     		0 0 0
    513 CHRISTOPHER DRIVE
    PRINCETON,NJ08512
    BRANDON HULL TRUSTEE
    0.00     		0 0 0
    513 CHRISTOPHER DRIVE
    PRINCETON,NJ08540
    DONALD LOUGH JR TRUSTEE
    0.00     		0 0 0
    513 CHRISTOPHER DRIVE
    PRINCETON,NJ12870
    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  
    2  
    3  
    4  
    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
    79,350,516
    b
    Average of monthly cash balances.......................
    1b
    8,762,002
    c
    Fair market value of all other assets (see instructions)................
    1c
    20,084,449
    d
    Total (add lines 1a, b, and c).........................
    1d
    108,196,967
    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
    108,196,967
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,622,955
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    106,574,012
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    5,328,701
    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
    5,328,701
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    379,112
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    379,112
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,949,589
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,949,589
    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
    4,949,589
    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 4,949,589
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 3,791,808
    b Total for prior years:2019, 20, 20 1,301,572
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 5,270,219
    a Applied to 2020, but not more than line 2a 3,791,808
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		Click to see attachment1,301,572
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 176,839
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    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 ..........     		4,772,750
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    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).)
    ROBERT C DOLL JR
    LESLIE L DOLL
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    242 COMMUNITY CHURCH
    7526 GRAND RIVER RD
    BRIGHTON,MI48114     		  PUBLIC UNRESTRICTED 3,500
    ALLIANCE FOR CONFESSING EVANGELICALS
    1716 SPRUCE ST
    PHILADELPHIA,PA19103     		  PUBLIC UNRESTRICTED 26,000
    ARM IN ARM
    61 NASSAU ST
    PRINCETON,NJ08542     		  PUBLIC UNRESTRICTED 20,000
    BIOLA UNIVERSITY
    13800 BIOLA AVE
    LA MIRADA,CA90639     		  PUBLIC UNRESTRICTED 1,000
    CAIRN UNIVERSITY
    200 MANOR AVE
    LANGHORNE,PA19047     		  PUBLIC UNRESTRICTED 1,050,000
    CBMC
    PO BOX 8009
    CHATTANOOGA,TN37414     		  PUBLIC UNRESTRICTED 10,000
    CHOICE ONE
    8 DENTON PLACE
    DENTON,MD21629     		  PUBLIC UNRESTRICTED 10,000
    CHRISTIAN CULTURE CHARTER
    3831 GLENHEATHER DR
    HOUSTON,TX77068     		  PUBLIC UNRESTRICTED 10,000
    CHRISTIAN UNION INC
    240 NASSAU STREET
    PRINCETON,NJ08540     		  PUBLIC UNRESTRICTED 10,800
    CHRISTIANITY TODAY
    465 GUNDERSON DRIVE
    CAROL STREAM,IL60188     		  PUBLIC UNRESTRICTED 25,000
    CITY LIGHT CHURCH
    1336 SPRING GARDEN ST
    PHILADELPHIA,PA19123     		  PUBLIC UNRESTRICTED 5,000
    CROSSWAY
    4 EMBARCADERO CTR STE 1400 85
    SAN FRANCISCO,CA94111     		  PUBLIC UNRESTRICTED 1,000
    CRU INNER CITY
    100 LAKE HART DR
    ORLANDO,FL32832     		  PUBLIC UNRESTRICTED 11,000
    DALLAS BAPTIST UNIVERSITY
    3000 MOUNTAIN CREEK PKWY
    DALLAS,TX75211     		  PUBLIC UNRESTRICTED 1,500
    DENISON MINISTRIES
    17304 PRESTON RD SUITE 1060
    DALLAS,TX75252     		  PUBLIC UNRESTRICTED 25,000
    DENVER INSTITUTE FOR FAITH
    600 GRANT STREET
    DENVER,CO80203     		  PUBLIC UNRESTRICTED 1,000
    FAITH AT WORK INITIATIVE
    535 BIRCH RIDGE CT
    ROSWELL,GA30076     		  PUBLIC UNRESTRICTED 1,000
    FAITH IN FINANCIAL SVCS
    1296 OSPREY TRL
    NAPLES,FL34105     		  PUBLIC UNRESTRICTED 1,000
    FAITH2SHARE
    3821 MT VERNON AVE
    BAKERSVILLE,CA93306     		  PUBLIC UNRESTRICTED 5,000
    FOCUS
    PO BOX 18710
    GOLDEN,CO804029809     		  PUBLIC UNRESTRICTED 5,000
    FREE THE OPPRESSED
    PO BOX 60972
    COLORADO SPRINGS,CO80960     		  PUBLIC UNRESTRICTED 10,000
    FROM PASSTHROUGH ENTITES
    VARIOUS ADDRESSES
    BALTIMORE,MD21230     		  PUBLIC UNRESTRICTED 613
    GORDON COLLEGE
    255 GRAPEVINE ROAD
    WENHAM,MA01984     		  PUBLIC UNRESTRICTED 185,000
    GORDON-CONWELL THEOLOGICAL SEMINARY
    130 ESSEX STREET
    SOUTH HAMILTON,MA01982     		  PUBLIC UNRESTRICTED 110,000
    GOSPEL COALITION
    2065 HALF DAY RD
    DEERFIELD,IL60015     		  PUBLIC UNRESTRICTED 25,000
    GREENVILLE PRESBYTERIAN THEOLOGICAL SEMINARY
    PO BOX 690
    TAYLORS,SC29687     		  PUBLIC UNRESTRICTED 1,000
    HALFTIME
    1431 GREENWAY DR 230
    IRVING,TX75038     		  PUBLIC UNRESTRICTED 10,000
    HOMEFRONT
    632 BRUNSWICK AVE
    TRENTON,NJ08638     		  PUBLIC UNRESTRICTED 20,000
    HOPE INTERNATIONAL
    227 GRANITE RUN DRIVE SUITE 250
    LANCASTER,PA17601     		  PUBLIC UNRESTRICTED 25,000
    HOPE MEDICAL CLINIC
    PO BOX 980311
    YPSILANTI,MI48198     		  PUBLIC UNRESTRICTED 2,500
    ILLUMINATIONS
    302 17TH STREET
    MERIDIAN,MS39301     		  PUBLIC UNRESTRICTED 650,000
    INTERVARSITY CHRISTIAN FELLOWSHIP
    6400 SCHROEDER RD
    MADISON,WI537077895     		  PUBLIC UNRESTRICTED 11,000
    JOHN JAY INSTITUTE
    705 S BELLEVUE AVE
    LANGHORNE,PA19047     		  PUBLIC UNRESTRICTED 7,000
    KINGDOM ADVISORS
    5605 GLENRIDGE DR NE STE 450
    ATLANTA,GA30342     		  PUBLIC UNRESTRICTED 10,000
    LAUSANNE COMMITTEE FOR WORLD EVANGELIZATION DBA LAUSANNE MOVEMENT
    10524 MOSS PARK RD SUITE 201
    ORLANDO,FL32832     		  PUBLIC UNRESTRICTED 100,000
    LAUSANNE ORTHODOX INITIATIVE (LOI)
    10524 MOSS PARK RD SUITE 201
    ORLANDO,FL32832     		  PUBLIC UNRESTRICTED 15,000
    LAWRENCEVILLE SCHOOL
    2500 MAIN ST ROUTE 206 N
    LAWRENCEVILLE,NJ08648     		  PUBLIC UNRESTRICTED 10,000
    LEHIGH UNIVERSITY
    524 BRODHEAD AVE
    BETHLEHEM,PA18015     		  PUBLIC UNRESTRICTED 25,000
    LIBERTY FAIRMOUNT CHURCH
    2200 ARCH STREET SUITE 200
    PHILADELPHIA,PA19103     		  PUBLIC UNRESTRICTED 20,000
    LIGONIER MINISTRIES
    421 LIGONIER CT
    SANFORD,FL32771     		  PUBLIC UNRESTRICTED 25,000
    LSESDMEBO
    1633 MT VERNON ROAD SUITE 300
    ATLANTA,GA30338     		  PUBLIC UNRESTRICTED 10,000
    LUIS PALAU ASSOCIATION
    1500 NW 167TH PLACE
    BEAVERTON,OR97006     		  PUBLIC UNRESTRICTED 20,000
    MADE TO FLOURISH
    10901 LOWELL AVENUE SUITE 130
    OVERLAND PARK,KS66210     		  PUBLIC UNRESTRICTED 10,000
    MANNA CHRISITAN FELLOWSHIP
    32 MURRAY DODGE HALL
    PRINCETON,NJ08544     		  PUBLIC UNRESTRICTED 5,000
    MARTHA'S TABLE
    2375 ELVANS ROAD SE
    WASHINGTON,DC20020     		  PUBLIC UNRESTRICTED 1,000
    MERCER COUNTY YOUNG LIFE
    1500 WEST MAIN STREET
    PRINCETON,WV24740     		  PUBLIC UNRESTRICTED 10,000
    MISCELLANEOUS
    513 CHRISTOPHER DR
    PRINCETON,NJ08540     		  PUBLIC UNRESTRICTED 8,606
    MISSION SEMINARY
    421 N 7TH STREET
    PHILADELPHIA,PA19142     		  PUBLIC UNRESTRICTED 1,000
    MONEYWISE
    3301 WINDY RIDGE PKWY SE SUITE 50
    ATLANTA,GA30339     		  PUBLIC UNRESTRICTED 10,000
    MOVEMENTORG
    2 WASHINGTON STREET FL 20
    NEW YORK,NY10004     		  PUBLIC UNRESTRICTED 20,000
    NATIONAL CHRISTIAN FOUNDATION
    11625 RAINWATER DR SUITE 500
    ALPHARETTA,GA30009     		  PUBLIC UNRESTRICTED 1,020,000
    NEU CHURCH PLANTING
    55 CROMWELL ST 1C
    PROVIDENCE,RI02907     		  PUBLIC UNRESTRICTED 10,000
    NEW CANAAN SOCIETY
    PO BOX 111
    NEW CANAAN,CT06840     		  PUBLIC UNRESTRICTED 25,000
    NEW YORK CITY LEADERSHIP CENTER
    PO BOX 9157
    LONG ISLAND CITY,NY11103     		  PUBLIC UNRESTRICTED 500,000
    NYACK COLLEGE
    2 WASHINGTON ST LBBY
    NEW YORK CITY,NY10004     		  PUBLIC UNRESTRICTED 1,000
    OCEAN CITY TABERNACLE
    550 WESLEY AVE
    OCEAN CITY,NJ082263982     		  PUBLIC UNRESTRICTED 1,000
    ONE OAK CHURCH
    PO BOX 574
    ROYAL OAK,MI48068     		  PUBLIC UNRESTRICTED 5,000
    OUR DAILY BREAD MINISTRIES
    3000 KRAFT AVE SE
    GRAND RAPIDS,MI49512     		  PUBLIC UNRESTRICTED 1,200
    PARK CITIES PRESBYTERIAN CHURCH
    4124 OAK LAWN AVENUE
    DALLAS,TX75219     		  PUBLIC UNRESTRICTED 1,000
    PRAXIS
    409 W 45TH STREET 3RD FLOOR
    NEW YORK,NY10036     		  PUBLIC UNRESTRICTED 10,000
    PRINCETON CHRISTIAN FELLOWSHIP
    24 MOORE ST
    PRINCETON,NJ08542     		  PUBLIC UNRESTRICTED 25,000
    PRINCETON DONOR FUND
    24 MOORE ST
    PRINCETON,NJ08542     		  PUBLIC UNRESTRICTED 25,000
    PRINCETON MEDICAL CENTER
    102A RIKE DR
    MILLSTONE TOWNSHIP,NJ08535     		  PUBLIC UNRESTRICTED 50,000
    PROMISE KEEPERS
    10807 NEW ALLEGIANCE DR 300A
    COLORADO SPRINGS,CO80921     		  PUBLIC UNRESTRICTED 10,000
    PULSE
    600 S 9TH ST
    MINNEAPOLIS,MN55404     		  PUBLIC UNRESTRICTED 2,000
    RCE INTL
    PO BOX 4528
    WHEATON,IL60189     		  PUBLIC UNRESTRICTED 1,000
    REFORMED THEOLOGICAL SEMINARY NEW YORK CITY
    1120 6TH AVENUE 4TH FLOOR
    NEW YORK,NY10036     		  PUBLIC UNRESTRICTED 10,000
    RESOURCE GLOBAL
    2705 S ARCHER AVE 2ND FLOOR
    CHICAGO,IL60608     		  PUBLIC UNRESTRICTED 26,000
    RIDER UNIVERSITY
    2083 LAWRENCEVILLE ROAD
    LAWRENCEVILLE,NJ08648     		  PUBLIC UNRESTRICTED 10,000
    SALVATION ARMY
    14 BERKELEY ST
    BOSTON,MA02116     		  PUBLIC UNRESTRICTED 25,000
    SCHOLARS OF FINANCE
    PO BOX 8428
    NEW YORK,NY10150     		  PUBLIC UNRESTRICTED 10,000
    STONE HILL CHURCH OF PRINCETON
    1025 BUNN DRIVE
    PRINCETON,NJ08540     		  PUBLIC UNRESTRICTED 193,000
    STRATEGIC DEVELOPMENT FOR RELIEF AND EDUCATION
    PO BOX 770892
    ORLANDO,FL32877     		  PUBLIC UNRESTRICTED 5,000
    STRATEGIC RESOURCE GROUP
    PO BOX 1809
    EASTON,MD21601     		  PUBLIC UNRESTRICTED 100,000
    SUNDAY BREAKFAST RESCUE MISSION
    302 N 13TH ST
    PHILADELPHIA,PA19107     		  PUBLIC UNRESTRICTED 25,000
    TENTH PRESBYTERIAN CHURCH
    1701 DELANCEY PL
    PHILADELPHIA,PA19103     		  PUBLIC UNRESTRICTED 11,000
    THE BOWERY MISSION
    132 MADISON AVENUE
    NEW YORK,NY10016     		  PUBLIC UNRESTRICTED 25,000
    THE KING'S COLLEGE
    56 BROADWAY
    NEW YORK,NY10004     		  PUBLIC UNRESTRICTED 2,500
    THE PHILIPS COLLECTION
    1600 21ST STREET NW
    WASHINGTON,DC20008     		  PUBLIC UNRESTRICTED 10,000
    TRANSFORMATION CHURCH
    5150 BALTIMORE NATIONAL PIKE
    BALTIMORE,MD21229     		  PUBLIC UNRESTRICTED 10,000
    TRENTON AREA SOUP KITCHEN
    PO BOX 872
    TRENTON,NJ08605     		  PUBLIC UNRESTRICTED 10,000
    TRINITY EPISCOPAL CHURCH
    503 ASBURY AVENUE
    ASBURY PARK,NJ07712     		  PUBLIC UNRESTRICTED 1,000
    TRUSTEES OF UNIVERSITY OF PENNSYLVANIA
    3451 WALNUT ST
    PHILADELPHIA,PA191046284     		  PUBLIC UNRESTRICTED 25,000
    VANILLA BUSTERS
    2365 RICE BLVD STE 215
    HOUSTON,TX77005     		  PUBLIC UNRESTRICTED 10,000
    VERITAS FORUM
    ONE BROADWAY 14TH FLOOR
    CAMBRIDGE,MA02142     		  PUBLIC UNRESTRICTED 25,000
    WILBERFORCE SCHOOL
    PO BOX 1132
    PRINCETON,NJ08542     		  PUBLIC UNRESTRICTED 10,000
    WOMEN IN THE WINDOW INTERNATIONAL
    2101 VISTA PARKWAY SUITE 256
    WEST PALM BEACH,FL33411     		  PUBLIC UNRESTRICTED 15,000
    WORD OF LIFE FELLOWSHIP INC
    PO BOX 600
    SCHROON LAKE,NY12870     		  PUBLIC UNRESTRICTED 407,000
    WWFM
    PO BOX B
    TRENTON,NJ08690     		  PUBLIC UNRESTRICTED 2,000
    YOUNG LIFE
    420 N CASCADE AVE
    COLORADO SPRINGS,CA80903     		  PUBLIC UNRESTRICTED 10,000
    YOUTH FOR CHRIST
    7670 S VAUGH COURT
    ENGLEWOOD,CO80112     		  PUBLIC UNRESTRICTED 25,000
    Total .................................bullet 3a 5,270,219
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 106,812  
    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 25,928,847  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aINCOME FROM PARTNERSHIPS     		523000 -77 14 21,783  
    bOTHER REVENUE     02 5,564  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. -77 27,618,426 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    27,618,349
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    DOLL FAMILY FOUNDATION
    C/O ROBERT C DOLL JR
    Employer identification number

    52-2254198
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    DOLL FAMILY FOUNDATION
    C/O ROBERT C DOLL JR         		Employer identification number
    52-2254198
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ROBERT C DOLL JR
    513 CHRISTOPHER DRIVE
     
    PRINCETON, NJ08540

    		$ 37,611,569


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    DOLL FAMILY FOUNDATION
    C/O ROBERT C DOLL JR         		Employer identification number

    52-2254198
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 314,975 SHARES OF NUVEEN MKT NEUTRAL711,622 SHARES OF NUVEN LARGE CAP $ 37,611,569 2021-06-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    DOLL FAMILY FOUNDATION
    C/O ROBERT C DOLL JR         		Employer identification number

    52-2254198
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    DOLL FAMILY FOUNDATION
     
    C/O ROBERT C DOLL JR
    EIN:
    52-2254198
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 13,300 13,300   0

    TY 2021 AppliedToPriorYearElection
    Name:
    DOLL FAMILY FOUNDATION
     
    C/O ROBERT C DOLL JR
    EIN:
    52-2254198
    Election:
    THE FOUNDATION ELECTS TO APPLY $1,301,572 RELATING TO UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2020.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    DOLL FAMILY FOUNDATION
     
    C/O ROBERT C DOLL JR
    EIN:
    52-2254198
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MERRILL LYNCH - EQUITIES 33,623 33,623

    TY 2021 InvestmentsOtherSchedule2
    Name:
    DOLL FAMILY FOUNDATION
     
    C/O ROBERT C DOLL JR
    EIN:
    52-2254198
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MERRILL LYNCH #02519 - EQUITES FMV 4,018,860 22,986,807
    INVESTMENTS - OTHER AT COST 20,541,627 20,541,627
    CROSSMARK #1212 AT COST 10,051,421 10,520,757
    CROSSMARK #1213 AT COST 10,049,659 11,237,567
    CROSSMARK #1214 AT COST 10,191,574 11,261,007
    CROSSMARK #1215 AT COST 10,136,340 10,848,899
    COWEN #0455 AT COST 99,529 108,634
    COWEN #0448 AT COST 7,994,271 7,997,496
    COWEN #0122 AT COST 1,619,317 1,896,855
    COWEN #0148 AT COST 40,811,294 40,811,294

    TY 2021 OtherAssetsSchedule
    Name:
    DOLL FAMILY FOUNDATION
     
    C/O ROBERT C DOLL JR
    EIN:
    52-2254198
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    FEDERAL TAX RECEIVABLE 61,877 67,736 67,736
    DISTRIBUTION RECEIVABLE 0 2,524 2,524
    INTEREST RECEIVABLE 0 6,000 6,000


    TY 2021 OtherDecreasesSchedule
    Name:
    DOLL FAMILY FOUNDATION
     
    C/O ROBERT C DOLL JR
    EIN:
    52-2254198
    Description Amount
    DONATED STOCK FMV VS COST ADJUSTMENT 12,194,221


    TY 2021 OtherExpensesSchedule
    Name:
    DOLL FAMILY FOUNDATION
     
    C/O ROBERT C DOLL JR
    EIN:
    52-2254198
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 284,759 284,759   0
    NON-DEDUCTIBLE EXPENSES 475 0   0
    BANK CHARGES 233 233   0
    OTHER ADMINSTRATIVE COSTS 25,000 25,000   0


    TY 2021 OtherIncomeSchedule2
    Name:
    DOLL FAMILY FOUNDATION
     
    C/O ROBERT C DOLL JR
    EIN:
    52-2254198
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM PARTNERSHIPS 21,706 21,783 21,706
    OTHER REVENUE 5,564   5,564


    TY 2021 OtherLiabilitiesSchedule
    Name:
    DOLL FAMILY FOUNDATION
     
    C/O ROBERT C DOLL JR
    EIN:
    52-2254198
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED CONTRIBUTION 0 150,000


    TY 2021 TaxesSchedule
    Name:
    DOLL FAMILY FOUNDATION
     
    C/O ROBERT C DOLL JR
    EIN:
    52-2254198
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 481,037 0   0
    STATE TAXES 1,802 1,802   0
    FOREIGN TAX PAID 2,156 2,156   0