Form990-PF
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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
D R LONG FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)7333 SCOTLAND WAY APT 1218
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SARASOTA, FL34238
A Employer identification number

52-1379622
B Telephone number (see instructions)

(941) 350-0686
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$2,378,778J 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 8 8  
4 Dividends and interest from securities... 63,253 63,253  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 120,352
b Gross sales price for all assets on line 6a 638,545
7 Capital gain net income (from Part IV, line 2)... 120,352
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 183,613 183,613  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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 1,845 1,845    
c Other professional fees (attach schedule).... Click to see attachment 17,088 17,088    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,512 1,025    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,445 19,958   0
25 Contributions, gifts, grants paid....... 119,225 119,225
26 Total expenses and disbursements. Add lines 24 and 25 139,670 19,958   119,225
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 43,943
b Net investment income (if negative, enter -0-) 163,655
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......... 173,404 43,981 43,981
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)....... 1,652,876 Click to see attachment1,784,897 2,334,797
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)..........      
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) 1,826,280 1,828,878 2,378,778
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 attachment153,499 Click to see attachment112,154
23 Total liabilities (add lines 17 through 22)......... 153,499 112,154
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........ 1,141,600 1,141,600
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 531,181 575,124
29 Total net assets or fund balances (see instructions)..... 1,672,781 1,716,724
30 Total liabilities and net assets/fund balances (see instructions). 1,826,280 1,828,878
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
1,672,781
2
Enter amount from Part I, line 27a .....................
2
43,943
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,716,724
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,716,724
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 SCHEDULE ATTACHED P 2021-12-31 2021-12-31
b SCHEDULE ATTACHED P 2021-12-31 2021-12-31
c
d
e
(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 166,992   129,765 37,227
b 471,006   388,428 82,578
c
d
e
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       37,227
b       82,578
c
d
e
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 2 120,352
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 3 119,805
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  
3 Add lines 1 and 2........................... 3 2,275
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,275
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 21
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,296
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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)
    bulletFL
    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 ofbulletDANIEL R LONG III Telephone no.bullet (941) 350-0686

    Located atbullet7333 SCOTLAND WAY APT 1218SARASOTAFL ZIP+4bullet34238
    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)
    Yes
     
    (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
     
    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
     
     
    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
    DANIEL R LONG III PRESIDENT
    000.00     		0 0 0
    7333 SCOTLAND WAY APT 1218
    SARASOTA,FL34238
    BARBARA O'BRIEN VICE PRESIDE
    000.00     		0 0 0
    820 GOLDEN POND COURT
    OSPREY,FL34229
    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  
    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.............bullet  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    2,156,485
    b
    Average of monthly cash balances.......................
    1b
    108,693
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,265,178
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    2,265,178
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    33,978
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,231,200
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    111,560
    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
    111,560
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,275
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,275
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    109,285
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    109,285
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    109,285
    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 7 109,285
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 27,842
    b Total for prior years:20, 20, 20  
    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 ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 119,225
    a Applied to 2020, but not more than line 2a 27,842
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 91,383
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		17,902
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		 
    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).)
    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
    CHILDRENS GUARDIAN FUND
    1750 17TH STREET
    SARASOTA,FL34234     		    HUMANITARIAN 6,000
    SPARC
    2139 MAIN STREET
    SARASOTA,FL34237     		    HUMANITARIAN 3,000
    GIRLS INC
    201 S TUTTLE AVE
    SARASOTA,FL34237     		    HUMANITARIAN 6,000
    GILMAN SCHOOL
    5407 ROLAND AVE
    BALTIMORE,MD21210     		    EDUCATIONAL 6,000
    MARIE SELBY BOTANICAL GARDENS
    900 S PALM AVE
    SARASOTA,FL34236     		    GENERAL OPERATIONS 3,000
    BOYS AND GIRLS CLUB OF SARASOTA
    3130 FRUITVILLE ROAD
    SARASOTA,FL34237     		    HUMANITARIAN 5,500
    SOUTHEAST GUIDE DOGS
    4210 77TH ST E
    PAMETTO,FL34221     		    HUMANITARIAN 8,000
    MEALS ON WHEELS
    421 N LIME AVE
    SARASOTA,FL34237     		    HUMANITARIAN 5,000
    PLANNED PARENTHOOD
    736 CENTRAL AVENUE
    SARASOTA,FL34236     		    HUMANITARIAN 5,000
    THE HUMANE SOCIETY
    2331 15TH ST
    SARASOTA,FL34237     		    HUMANITARIAN 2,500
    SALVATION ARMY
    1701 SOUTH TUTTLE
    SARASOTA,FL34239     		    HUMANITARIAN 4,000
    SARASOTA GARDEN CLUB
    1131 BLVD OF THE ARTS
    SARASOTA,FL34236     		    HUMANITARIAN 2,000
    NEW COLLEGE
    5800 BAY SHORE RD
    SARASOTA,FL34234     		    HUMANITARIAN 6,000
    SENIOR FRIENDSHIP CENTER
    1888 BROTHER GREENEN WAY
    SARASOTA,FL34236     		    HUMANITARIAN 6,000
    MOTE MARINE
    1600 KEN THOMPSON PRKY
    SARASOTA,FL34236     		    HUMANITARIAN 2,000
    ALL FAITHS FOOD BANK
    8171 BLAIKIE CT
    SARASOTA,FL34240     		    HUMANITARIAN 4,000
    SARASOTA MEMORIAL HOSPITAL EDUCATIO
    1515 S OSPREY AVE STE B4
    SARASOTA,FL34239     		    HUMANITARIAN 12,500
    SANIBEL-CAPTIVA CONSERVATION FUND
    3333 SANIBEL CAPTIVA ROAD
    SANIBEL,FL33957     		    HUMANITARIAN 500
    FLORIDA STUDIO THEATRE
    1241 N PALM AVE
    SARASOTA,FL34236     		    HUMANITARIAN 500
    CROHNS COLITIS FOUNDATION
    733 THIRD AVE STE 510
    NEW YORK,NY10017     		    HUMANITARIAN 1,000
    B MORE EMPOWERED FOUNDATION
    636 N GILMORE STREET
    BALTIMORE,MD21217     		    HUMANITARIAN 1,000
    LIGHTHOUSE FOR THE BLIND
    7318 N TAMIAMI TRAIL
    SARASOTA,FL34243     		    HUMANITARIAN 3,000
    COMPASSION & CHOICES
    101 SW MADISON STREET
    PORTLAND,OR97207     		    HUMANITARIAN 5,000
    WUSF RADIO
    4202 EAST FOWLER AVENUE
    TAMPA,FL33620     		    HUMANITARIAN 1,200
    GUARDIAN NEW MEADIA
    315 WEST 36TH STREET
    NEW YORK,NY10018     		    GENERAL OPERATIONS 25
    SARASOTA CROQUET CLUB
    1400 LUCAYA AVE
    VENICE,FL34285     		    GENERAL OPERATIONS 12,000
    YANA
    209 S TAMPANIA AVE
    TAMPA,FL33609     		    HUMANITARIAN 5,000
    THE LIONS CLUB OF VENICE
    1289 JACARANDA BLVD
    VENICE,FL34292     		    HUMANITARIAN 2,000
    BIG BROTHERS & BIG SISTERS
    2831 RINGLING BLVD A201
    SARASOTA,FL34237     		    HUMANITARIAN 1,000
    CLAUCOMA RESEARCH FOUNDATION
    251 POST ST 600
    SAN FRANCISCO,CA94108     		    HUMANITARIAN 500
    Total .................................bullet 3a 119,225
    bApproved for future payment
    Total .................................bullet 3b  
    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 8  
    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 ............     		    14 120,352  
    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) ..   183,613  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    183,613
    (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:
    D R LONG FOUNDATION INC
    EIN:
    52-1379622
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2020 TAX RETURNS 1,845 1,845    

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    D R LONG FOUNDATION INC
    EIN:
    52-1379622
    Name of Stock End of Year Book Value End of Year Fair Market Value
    94 SH 3M CO 19,321 16,697
    147 SH ABBVIE 13,067 19,904
    114 SH ABBOTT LABORATORIES 4,474 16,044
    43 SH ACCENTURE PLC 6,882 17,826
    485 SH AIR LIQUIDE 8,941 16,912
    62 SH ADP 8,143 15,288
    50 SH AIR PRODUCTS 7,886 15,213
    ALLETE    
    122 SH ALLSTATE 11,511 14,353
    1251 SH AMCOR 12,407 15,025
    166 SH AMERICAN ELEC PWR 13,993 14,769
    77 SH AMGEN 13,369 17,323
    255 SH ARCHER DANIELS MIDLAND 9,723 17,235
    239 SH ASTRAZSENECA 7,734 13,922
    693 SH AT&T 20,860 17,048
    ATLAS CORP    
    216 SH AVANGRID 9,981 10,774
    69 SH AVERY DENNISON 8,420 14,943
    260 SH AVISTA CORP 10,000 11,047
    305 SH BANK OF NEW YORK MELLON 15,398 17,714
    197 SH BAXTER INTL 10,102 16,910
    289 SH BCE INC 12,616 15,040
    65 SH BECTON DICKINSON 14,834 16,346
    40 SH BIOGEN 9,408 9,597
    BP PLC    
    280 SH BRISTOL MYERS 14,060 17,458
    22 SH BROADCOM 6,228 14,639
    337 SH CAMPBELL SOUP 15,262 14,646
    95 SH CAPITAL ONE 6,976 13,784
    490 SH CENTERPOINT ENERGY 9,567 13,676
    CHEVRON    
    91 SH CHUBB 12,300 17,591
    288 SH CISCO SYSTEMS 8,940 18,251
    235 SH CITIZENS FINANCIAL 8,038 11,104
    94 SH CLOROX 13,515 16,390
    333 SH COCA COLA 14,541 19,717
    177 SH COLGATE-PALMOLIVE 12,186 15,105
    354 SH COMCAST 10,771 17,817
    518 SH CONAGRA 16,419 17,690
    75 SH CONSTELLATION BRANDS 13,817 18,823
    409 SH CORNING INC 13,193 15,227
    300 SH CORTEVA 7,797 14,184
    203 SH CVS HEALTH 11,993 20,941
    1420 SH DANONE TECH 19,503 17,594
    DELL TECH    
    77 SH DIAGEO PLC 10,146 16,951
    608 SH DISCOVERY INC 16,449 14,312
    154 SH DOMINION ENERGY 8,508 12,098
    138 SH DUKE ENERGY 10,192 14,476
    195 SH DUPONT DE NEMOURS 15,293 15,752
    57 SH ELI LILLY 4,367 15,745
    166 SH EMERSON ELECTRIC 8,718 15,433
    ESSILORLUXOTTICA    
    166 SH EVERSOURCE ENERGY 11,198 15,103
    299 SH EXELON 10,613 17,270
    EXXON MOBILE    
    FAUQUIER BANKS INC    
    291 SH GENERAL MILLS 15,815 19,608
    80 SH GENL DYNAMICS 12,132 16,678
    200 SH GILEAD SCIENCE 13,898 14,522
    436 SH GLAXOSMITHKLINE 15,547 19,228
    80 SH HERSHEY CO 8,037 15,478
    931 SH HEWLETT PACKARD 12,277 14,682
    70 SH HONEYWELL INTERN 9,728 14,596
    366 SH HORMEL FOODS 12,788 17,864
    492 HP INC 6,768 18,534
    148 SH INGEDION INC 11,500 14,303
    286 SH INTELL CORP 11,107 14,729
    143 SH IBM 20,525 19,113
    113 SH JOHNSON &JOHNSON 14,568 19,331
    218 SH JOHNSON CONTROLS 6,382 17,726
    266 SH KELLOGG CO 16,211 17,136
    420 SH KUERIG DR PEPPER 11,787 15,481
    121 SH KIMBERLY CLARK 14,396 17,293
    507 SH KRAFT HEINZ CO 19,366 18,201
    LAMB WESTON HOLDINGS    
    68 SH L3HARRIS TECHNOLOGIES 12,566 14,500
    46 SH LINDE PLC 7,364 15,905
    44 LOCKHEED MARTIN 14,958 15,638
    65 SH M&T BANKCORP 9,911 9,983
    138 SH MCCORMICK AND CO NON VOTING 6,611 13,332
    145 SH MEDTRONIC 12,614 15,000
    208 SH MERCK AND CO 10,949 15,941
    323 SH MONDELEZ INTL 13,918 21,418
    238 SH NATIONAL GRID 13,364 17,212
    120 SH NESTLE 9,100 16,844
    50 SH NORTHROP GRUMANN 14,987 19,354
    NORTHWESTERN CORP    
    170 SH NOVARTIS 11,313 14,870
    116 SH NOVO NORDISK 5,503 12,992
    187 SH ORACLE CORP 8,681 16,308
    109 SH PEPSICO 11,664 18,934
    353 SH PFIZER INC 11,439 20,845
    192 SH PINNACLE WEST CAPITAL 14,505 13,553
    86 SH PNC FINANCIAL 8,899 17,245
    240 SH PORTLAND GENERAL ELEC 9,972 12,701
    89 SH PPG INDUSTRIES 8,554 15,347
    128 SH PROCTOR AND GAMBLE 10,414 20,938
    175 SH PROGRESSIVE CORP OHIO 5,477 17,964
    79 SH QUALCOM 4,088 14,447
    221 SH RAYTHEON TECHNOLOGIES 14,959 19,019
    858 SH RECKITT BENCKISER 14,977 15,015
    619 SH REGIONS FINANCIAL 6,178 13,494
    RESTAURANT BRANDS INTL    
    512 SH REYNOLDS CONSUMER 15,023 16,077
    281 SH ROCHE HOLDINGS 8,179 14,525
    ROYAL DUTCHSHELL    
    340 SH SANOFI ADR 14,784 17,034
    SAP AG    
    102 SH SEMPRA ENERGY 10,411 13,493
    51 SH SHERWINN WILLIAMS 4,163 17,960
    420 SH SMITH & NEPHEW PLC 14,179 14,540
    249 SH SOUTHERN CO 11,549 17,076
    82 SH STANLEY BLACK & DECKER 11,603 15,467
    119 SH STARBUCKS 8,998 13,919
    160 SH STATE STREET CORP 10,568 14,880
    218 SH SYNOVUS FINANCIAL CORP 6,708 10,436
    SYSCO CORP    
    70 SH TEXAS INSTRUMENTS 6,736 13,193
    83 SH THE JM SMUCKER 8,600 11,273
    108 SH TRAVELERS 13,382 16,894
    257 SH TRUIST FINL CORP 9,556 15,047
    180 SH TYSON FOODS 11,992 15,689
    263 SH US BANCORP 13,234 14,773
    289 SH UNILEVER PLC 13,953 15,545
    76 SH UNITED PARCELSSERVICE 8,341 16,290
    327 SH VERIZON COMMUNICATIONS 15,587 16,991
    502 SH VIACOMCBS 16,200 15,150
    VIATRIS    
    328 SH WALGREENS BOOTS ALLIANCE 15,921 17,108
    107 SH WALT DISNEY CO 11,700 16,573
    99 SH WASTE MANAGEMENT 7,970 16,523
    321 SH WELLS FARGO & CO 14,484 15,402
    217 SH XCEL ENERGY 10,650 14,691
    129 SH ZIMMER BIOMET 15,024 16,388
    181 SH ZIONS BANCORPORATION 7,140 11,432
    3894.839 SH AMERICAN HIGH IN TR 40,000 40,974
    7207.01 SH EV INCOME FUND BOSTON 40,000 40,360
    3626.846 SH FEDERATED HRMS 41,089 40,476
    2470.661 SH JOHN HANCOCK BOND I 40,000 39,876
    3005.259 SH LOOMIS SAYLES BOND INST 40,000 40,932
    4744.958 SH LORD ABBETT BOND DEB 40,000 39,668
    3696.858 SH METROPOLITAN WEST 40,000 40,333
    3652.968 SH THOMPSON BOND FUND 40,000 39,890
    3046.458 SH WESTERN ASSESTS CORE BD 40,000 39,878
    1400 SH VIRGINIA NATL BANKSHARES 41,716 53,032

    TY 2021 OtherLiabilitiesSchedule
    Name:
    D R LONG FOUNDATION INC
    EIN:
    52-1379622
    Description Beginning of Year - Book Value End of Year - Book Value
    LOAN PAYABLE D. LONG 151,000 93,345
    BANK OVERDRAFT 2,499  
    CREDIT CARD PAYABLE   18,809


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    D R LONG FOUNDATION INC
    EIN:
    52-1379622
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKER ADVISORY FEES 17,088 17,088    


    TY 2021 TaxesSchedule
    Name:
    D R LONG FOUNDATION INC
    EIN:
    52-1379622
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,025 1,025    
    TAX ON INVESTMENT INCOME 2020 487