Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
WILLIAM C DOWLING JR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1400 OLD COUNTRY ROAD 309
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WESTBURY, NY11590
A Employer identification number

47-0933520
B Telephone number (see instructions)

(516) 482-7777
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$21,738,844J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 613,359 613,359  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 233,818
b Gross sales price for all assets on line 6a 4,091,870
7 Capital gain net income (from Part IV, line 2)... 237,156
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
List of Attached Documents:
// Content
2,195 2,195  
12 Total. Add lines 1 through 11........ 849,372 852,710  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 350,000 54,900   295,100
14 Other employee salaries and wages...... 60,000 9,600   50,400
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
31,632     31,632
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
156,855 136,855   20,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
31,697 1,735   29,962
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 12,178     12,178
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
75,153 60,911   14,242
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 717,515 264,001   453,514
25 Contributions, gifts, grants paid....... 617,075 617,075
26 Total expenses and disbursements. Add lines 24 and 25 1,334,590 264,001   1,070,589
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -485,218
b Net investment income (if negative, enter -0-) 588,709
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 99,981 1,298,195 1,298,195
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 193,427 404,078 363,388
b Investments—corporate stock (attach schedule)....... 15,388,348 15,551,417 17,353,580
c Investments—corporate bonds (attach schedule)....... 238,971 388,816 348,390
11 Investments—land, buildings, and equipment: basis right arrow8,712
Less: accumulated depreciation (attach schedule) right arrow   6,506 Click to see attachment
List of Attached Documents:
// Content
8,712 		8,712
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,366,579 2,366,579 2,366,579
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,293,812 20,017,797 21,738,844
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 18,293,812 20,017,797
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 18,293,812 20,017,797
30 Total liabilities and net assets/fund balances (see instructions). 18,293,812 20,017,797
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,293,812
2
Enter amount from Part I, line 27a .....................
2
-485,218
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,316,623
4
Add lines 1, 2, and 3 ..........................
4
20,125,217
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
107,420
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,017,797
Form 990-PF (2022)
Form 990-PF (2022)
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 PERSHING # 50084 CAPITAL GAIN DISTRIBUT P 2022-10-05 2022-12-31
b 60.222 INVESCO DEVELOPING MARKETS P 2022-10-10 2022-01-11
c 599.019 INVESCO DEVELOPING MARKETS P 2005-10-10 2022-10-10
d 5100 ISHARES TR MSCI P 2005-10-10 2022-10-10
e 473.459 INVESCO DEVELOPING MARKETS P 2005-10-10 2022-04-20
SEE ATTACHED PERSHING # 50126 P 2022-10-10 2022-10-10
SEE ATTACHED PERSHING # 50126 P 2005-10-10 2022-10-10
PERSHING # 76055 CAPITAL GAIN DISTRIBUT P 2005-10-10 2022-12-31
SEE ATTACHED PERSHING # 76055 P 2022-10-10 2022-10-10
SEE ATTACHED PERSHING # 76055 P 2005-10-10 2022-10-10
PERSHING # 50118 CAPITAL GAIN DISTRIBUTI P 2005-10-10 2022-12-31
SEE ATTACHED PERSHING # 50118 P 2005-10-10 2022-10-10
CVS CAREMARK CORP P 2005-10-10 2022-10-10
30000 STUDENT LOAN MARKETING ASSN P 2005-10-10 2022-10-03
42 UNION PACIFIC P 2022-10-05 2022-05-16
17500 BLACKROCK CAP ALLOCATION P 2020-09-24 2022-01-19
Wash Sale      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,493     9,493
b 2,791   2,806 -15
c 27,656   19,980 7,676
d 336,693   388,804 -52,111
e 17,825   19,677 -1,852
645,559   887,143 -241,584
1,920,712   1,356,425 564,287
5,053     5,053
252,748   335,450 -82,702
436,387   397,194 39,193
1,886     1,886
78,263   77,598 665
892   892  
30,000   30,000  
722   722  
325,190   341,361 -16,171
      3,338
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       9,493
b       -15
c       7,676
d       -52,111
e       -1,852
      -241,584
      564,287
      5,053
      -82,702
      39,193
      1,886
      665
       
       
       
      -16,171
       
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 2 237,156
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 -311,470
Form 990-PF (2022)
Form 990-PF (2022)
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 right arrow 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) 1 8,183
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 8,183
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 8,183
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 20,000
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 20,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 146
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 11,671
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow11,671 Refundedright arrow 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNY
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowN/A
14
The books are in care ofright arrowKURCIAS JAFFE & COMPANY LLP Telephone no.right arrow (516) 482-7777

Located atright arrow1400 OLD COUNTRY ROAD STE 309WESTBURYNY ZIP+4right arrow11590
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
JOHN T EVANS President
30.00 		155,000    
362 WEST BROADWAY
NEW YORK,NY10013
MARIE EVANS Vice President
30.00 		135,000    
362 WEST BROADWAY
NEW YORK,NY10013
STEPHEN S KURCIAS CFO
30.00 		60,000    
58 ROGER DRIVE
PORT WASHINGTON,NY11050
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
JAMES BORGS GRNT INVESTIGATOR
30.00 		60,000    
249 KINGS MOUNTAIN ROAD
FREEHOLD,NJ07728
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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.............right arrow  
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.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
18,235,677
b
Average of monthly cash balances.......................
1b
1,106,164
c
Fair market value of all other assets (see instructions)................
1c
2,375,291
d
Total (add lines 1a, b, and c).........................
1d
21,717,132
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
21,717,132
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
325,757
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,391,375
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,069,569
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,069,569
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
8,183
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,183
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,061,386
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,061,386
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
1,061,386
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
1,070,589
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
1,070,589
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 1,061,386
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 1,069,856
b Total for prior years:20, 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 1,070,589
a Applied to 2021, but not more than line 2a 1,069,856
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2022 distributable amount..... 733
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2022.    
(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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		1,060,653
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JOHN T EVANS PRESIDENT
PO BOX 2078
NEW YORK,NY10013
(516) 482-7777
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN INFORMATION REGARDING THE CHARACTER OF THE ORGANIZATION
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2022)
Form 990-PF (2022)
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
EAST END HOSPICE


481 OLD RIVERHEAD ROAD
WESTHAMPTON BEACH,NY11978 		NONE PUBLIC FOR END OF LIFE CARE 11,000
WHITNEY MUSEUM OF ART


945 MADISON AVENUE
NEW YORK,NY10021 		NONE PUBLIC TO PROMOTE ART 3,700
OUR LADY OF THE ISLE CHURCH


5 PROSPECT AVENUE
SHELTER ISLAND,NY11965 		NONE PUBLIC TO FOSTER RELIGIOUS FAITH AND SERVE THE COMMUNITY 10,500
METROPOLITAN MUSEUM OF ART


1000 5TH AVENUE
NEW YORK,NY10028 		NONE PUBLIC TO PROMOTE ART 3,500
THE MANHATTAN INSTITUTE


52 VANDERBILT AVENUE
NEW YORK,NY10017 		NONE PUBLIC TO FOSTER ECONOMIC CHOICE 5,000
MEMORIAL SLOAN KETTERING


1275 YORK AVENUE
NEW YORK,NY10065 		NONE PUBLIC TO PROVIDE MEDICAL CARE 10,000
LUSTGARTEN FOUNDATION


111 STEWART AVENUE
BETHPAGE,NY11714 		NONE PUBLIC FOR RESEARCH OF PANCREATIC CANCER 10,000
WORLD VISION


34834 WEYERHAUSER WAY STREET
FEDERAL WAY,WA98001 		NONE PUBLIC TO FIGHT WORLD HUNGER 5,000
WEILL CORNELL MEDICAL COLLEGE


525 EAST 68TH STREET
NEW YORK,NY10065 		NONE PUBLIC FOR MEDICAL EDUCATION 15,000
ST JOSEPH'S CHURCH


371 6TH AVENUE
NEW YORK,NY10014 		NONE PUBLIC TO FOSTER RELIGIOUS FAITH AND SERVE THE COMMUNITY 5,000
PAUL CAREY FOUNDATION


20 CORPORATE WOODS
ALBANY,NY12211 		NONE PUBLIC TO PROVIDE FUNDS FOR THE SICK 1,600
WORLD PEDIATRIC PROJECT


7201 GLEN FOREST DRIVE
RICHMOND,VA23226 		NONE PUBLIC TO PROVIDE MEDICAL CARE TO CHILDREN 45,000
SYLVESTER MANOR EDUCATIONAL FARM


80 NORTH FERRY RD
SHELTER ISLAND,NY11964 		NONE PUBLIC TO PROMOTE THE IMPORTANCE OF FOOD AND CULTURE 15,000
MUSEUM OF MODERN ART


11 WEST 53RD STREET
NEW YORK,NY10019 		NONE PUBLIC FOR PROMOTION OF THE ARTS 5,000
WOUNDED WARRIOR PROJECT


4899 BELFORD ROAD STE 300
JACKSONVILLE,FL32256 		NONE PUBLIC TO HELP VETERANS 5,000
ISLAND GIFT OF LIFE


PO BOX 532
SHELTER ISLAND,NY11965 		NONE PUBLIC TO ASSIST THOSE WITH SERIOUS ILLNESS 10,000
DOCTORS WITHOUT BORDERS


333 7TH AVENUE
NEW YORK,NY10001 		NONE PUBLIC TO DELIVER EMERGENCY MEDICAL CARE TO VICTIMS AROUND THE WORLD 10,000
SILVER SHIELD FOUNDATION


870 UNITED NATIONS PLAZA
NEW YORK,NY10017 		NONE PUBLIC TO PROVIDE EDUCATIONAL SUPPORT FOR CHILDREN AND WIDOWS OF POLICE AND FIREFIGHTERS KILLED IN THE LINE OF DUTY 5,000
STUDENT SPONSOR PARTNERS


424 MADISON AVENUE STE 1002
NEW YORK,NY10017 		NONE PUBLIC TO PROVIDE LOW-INCOME STUDENTS WITH A HIGH SCHOOL EDUCATION 5,000
SISTERS OF LIFE


257 EAST 71ST STREET
NEW YORK,NY10021 		NONE PUBLIC TO PROVIDE PROTECTION AND ENHANCEMENT OF HUMAN LIFE 5,000
CYCLE FOR SURVIVAL


633 THIRD AVENUE 4TH FLOOR
NEW YORK,NY10017 		NONE PUBLIC TO SUPPORT INDIVIDUALS WITH RARE TYPES OF CANCER 5,000
PECONIC LAND TRUST


296 NY 27A
SOUTHAMPTON,NY11968 		NONE PUBLIC TO PROMOTE THE CONSERVATION OF LONG ISLAND'S WORKING FARMS AND NATURAL LANDS 10,000
CATHOLIC CHARITIES


1011 FIRST AVENUE 11TH FLOOR
NEW YORK,NY10022 		NONE PUBLIC TO PROTECT AND NURTURE CHILDREN, FEED THE HUNGRY AND SHELTER THE HOMELESS 10,000
CATHOLIC UNDERGROUND


230 EAST 90TH STREET
NEW YORK,NY10128 		NONE PUBLIC TO PROMOTE AND FOSTER CATHOLIC VALUES 5,000
SHRINERS HOSPITAL FOR CHILDREN


3551 N BROAD STREET
PHILADELPHIA,PA19140 		NONE PUBLIC TO PROVIDE MEDICAL CARE TO CHILDREN 10,000
ST JUDES CHILDRENS RESEARCH HOSPITA


14 PENN PLAZA
NEW YORK,NY10122 		NONE PUBLIC TO PROVIDE MEDICAL CARE TO CHILDREN 10,000
THE MUSTIQUE CHARITABLE FOUNDATION


PO BOX 20616
NEW YORK,NY10021 		NONE PUBLIC TO PROVIDE SUPPORT FOR CHILDREN, YOUTH AND ADULTS IN ST. VINCENT AND THE GRENADINES 10,000
MUSTARD SEED


1085 LUCKNEY ROAD
BRANDON,MS39047 		NONE PUBLIC TO FOSTER RELIGIOUS FAITH AND SERVE THE COMMUNITY 10,000
VILLAGE HEALTH WORKS


453 WEST 36TH STREET 8TH FLOOR
NEW YORK,NY10018 		NONE PUBLIC TO PROVIDE QUALITY HEALTH CARE IN A DIGNIFIED ENVIRONMENT 20,000
FRIARS OF THE RENEWAL


420 EAST 156TH STREET
BRONX,NY10455 		NONE PUBLIC TO SHOW COMMITMENT TO PRAYER AND CONTEMPLATION AND SERVICE TO OTHERS 5,000
MISSIONARIES OF THE POOR


3758 LAVISTA ROAD 100
TUCKER,GA30084 		NONE PUBLIC TO SERVE THE POOR AND DESTITUTE BY ENCOURAGING COMMUNITY RELATIONSHIPS 10,000
ALZHEIMERS FOUNDATION


322 8TH AVENUE 7TH FL
NEW YORK,NY10001 		NONE PUBLIC TO PROVIDE CARE AND SERVICES TO INDIVIDUALS LIVING WITH ALZHEIMERS DISEASE AND RELATED ILLNESSES AND TO FAMILIES AND CAREGIVERS 10,000
SOLVING KIDS CANCER


1 EAST 53RD STREET 5TH FL
NEW YORK,NY10022 		NONE PUBLIC TO FUND TREATMENT OPTIONS TO CURE CHILDREN WITH THE MOST FATAL PEDIATRIC CANCERS 5,000
CATHOLIC MEDICAL MISSION BOARD


100 WALL STREET
NEW YORK,NY10005 		NONE PUBLIC TO WORK IN PARTNERSHIP GLOBALLY TO DELIVER QUALITY HEALTH SOLUTIONS TO THE UNDERPRIVILEGED 10,000
ST VINCENT DEPAUL


1011 1ST AVENUE
NEW YORK,NY10022 		NONE PUBLIC TO PROVIDE HELP TO THE NEEDY AND SUFFERING 10,000
COUNCIL OF URBAN PROFESSIONALS


55 EXCHANGE PLACE
NEW YORK,NY10005 		NONE PUBLIC TO INSPIRE AND EMPOWER THE NEXT GENERATION OF BUSINESS AND CIVIC LEADERS 2,000
LITTLE SISTERS OF THE POOR


601 MAIDEN CHOICE LANE
CATONSVILLE,MD21228 		NONE PUBLIC TO CARE FOR THE ELDERLY 10,000
RELIGIOUS RETIREMENT FUND


3211 4TH STREET NE
WASHINGTON,DC20017 		NONE PUBLIC TO HELP RELIGIOUS COMMUNITITES CARE FOR SENIOR MEMBERS 10,000
RONALD MCDONALD HOUSE


405 EAST 73RD STREET
NEW YORK,NY10021 		NONE PUBLIC TO PROVIDE HOUSING TO FAMILIES WHILE CHILDREN RECEIVE MEDICAL CARE 10,000
CATHOLIC MINISTRIES APPEAL


PO BOX 4000
ROCKVILLE CENTER,NY11571 		NONE PUBLIC TO PROMOTE CATHOLIC VALUES 2,500
GODS LOVE WE DELIVER


166 AVENUE OF THE AMERICAS
NEW YORK,NY10013 		NONE PUBLIC TO PROVIDE FOOD TO THE ILL 5,000
TUNNEL TO TOWERS


2361 HYLAN BLVD
STATEN ISLAND,NY10306 		NONE PUBLIC TO HONOR AND PROVIDE SUPPORT TO MILITARY AND FIRST RESPONDERS 5,000
ROBIN HOOD


826 BROADWAY 9
NEW YORK,NY10003 		NONE PUBLIC TO FIGHT POVERTY IN NEW YORK 10,000
ST DAVID'S SCHOOL


12 EAST 89TH STREET
NEW YORK,NY10128 		NONE PUBLIC FOR EDUCATION 15,025
BIGS AND LITTLES NYC MENTORING


137 EAST 2ND STREET
NEW YORK,NY10009 		NONE PUBLIC TRANSFORM LIVES OF CHILDREN THROUGH ONE-TO-ONE MENTORING 6,000
DETROIT RESCUE MISSION


150 STIMSON STREET
DETROIT,MI48201 		NONE PUBLIC TO SUPPORT THE DISADVANTAGED OF THE COMMUNITY 5,000
LAND OF PEACE


35436 MOUND ROAD
STERLING HEIGHTS,MI48310 		NONE PUBLIC TO PROVIDE SUPPORT TO THE PEOPLE OF THE HOLY LAND AND THE MIDDLE EAST 30,000
ST FRANCIS HOME


65 WEST CLOPTON STREET
RICHMOND,VA23225 		NONE PUBLIC TO PROVIDE AFFORDABLE AND QUALITY ASSISTED CARE FOR OLDER ADULTS 10,000
SHELTER ISLAND AMBULANCE


PO BOX 547
SHELTER ISLAND,NY11964 		NONE PUBLIC TO SERVE THE COMMUNITY OF SHELTER ISLAND 3,500
RESONATE WORKSHOPS


32295 MIDDLE RIDGE ROAD
ALBION,CA95410 		NONE PUBLIC TO PROVIDE SKILLS AND EDUCATION TO WOMEN AND GIRLS IN EAST AFRICA 5,000
ST ANTHONYS CHURCH


155 SULLIVAN STREET
NEW YORK,NY10012 		NONE PUBLIC TO FOSTER FAITH AND SERVE THE COMMUNITY 5,000
SAMARITANS PURSE


PO BOX 3000
BOONE,NC28607 		NONE PUBLIC TO PROVIDE SUPPORT TO THE NEEDY AROUND THE WORLD 10,000
AMERICAN MUSEUM OF NATURAL HISTORY


200 CENTRAL PARK WEST
NEW YORK,NY10024 		NONE PUBLIC TO PROMOTE KNOWLEDGE ABOUT HUMAN CULTURE AND THE NATURAL WORLD 1,500
BETHSAIDA WOMEN DEVELOPMENT SOCIETY


BETHSAIDA COMPLEX
KERALA,THRUVANANTHAPURAM695001
IN 		NONE PUBLIC TO PROVIDE ASSISTANCE TO FAMILIES 20,000
ACADEMY OF ST JOSEPH


111 WASHINGTON PLACE
NEW YORK,NY10014 		NONE PUBLIC FOR EDUCATION 1,000
LIVES IN THE BALANCE


15 MAIN STREET
FREEPORT,ME04032 		NONE PUBLIC TO SUPPORT VULNERABLE CHILDREN 2,000
VOLUNTEER FLORIDA FOUNDATION


1545 RAYMOND DIEHL ROAD
TALLAHASSEE,FL32308 		NONE PUBLIC TO PROMOTE VOLUNTEERISM AND NATIONAL SERVICE 10,000
FIRST PRESBYTERIAN CHURCH


12 WEST 12TH STREET
NEW YORK,NY10011 		NONE PUBLIC TO PROMOTE FAITH 5,000
SHELTER ISLAND CHAMBER OF COMMERCE


47 WEST NECK ROAD
SHELTER ISLAND,NY11964 		NONE PUBLIC TO SERVE THE LOCAL BUSINESSES IN SHELTER ISLAND 750
DOMINICAN FRIARS FOUNDATION


141 EAST 65TH STREET
NEW YORK,NY10065 		NONE PUBLIC TO SUPPORT THE CATHOLIC CHURCH AND UPHOLD ITS DOCTRINES WITH CLEAR PREACHING AND CAREFUL STUDY 10,000
THE NEW YORK FOUNDLING


590 6TH AVENUE
NEW YORK,NY10011 		NONE PUBLIC TO SUPPORT THE INDIVIDUAL TO STRENGTHEN THE COMMUNITY 10,000
MISSION HOPE FOUNDATION


2304 KNEECE ROAD
COLUMBIA,SC29223 		NONE PUBLIC TO SUPPORT THOSE IN NEED 10,000
LOYOLA SCHOOL


980 PARK AVENUE
NEW YORK,NY10028 		NONE PUBLIC FOR EDUCATION 6,000
CENTRAL PARK CONSERVANCY


14 EAST 60TH STREET
NEW YORK,NY10022 		NONE PUBLIC TO MAINTAIN THE PRESERVE AND CELBRATE CENTRAL PARK 1,500
SHARE OUR STRENGTH


1030 15TH STREET NW SUITE 1100
WASHINGTON,DC20005 		NONE PUBLIC TO END HUNGER AND POVERTY 15,000
GUGGENHEIM MUSEUM


1071 5TH AVENUE
NEW YORK,NY10128 		NONE PUBLIC TO PROMOTE ART 2,500
CITY MEALS ON WHEELS


355 LEXINGTON AVENUE
NEW YORK,NY10017 		NONE PUBLIC TO PROVIDE MEALS FOR THE ELDERLY 10,000
QUEEN OF PEACE RESIDENCE


110-30 221ST STREET
QUEENS,NY11429 		NONE PUBLIC TO PROVIDE A HOME FOR THE ELDERLY POOR 10,000
KIDSAVE INTERNATIONAL


100 CORPORATE POINTE WALK
CULVER CITY,CA90230 		NONE PUBLIC TO FIND FAMILIES FOR OLDER CHILDREN FOR ADOPTION 10,000
AMERICAN HEART ASSOCIATION


7272 GREENVILLE AVENUE
DALLAS,TX75284 		NONE PUBLIC TO FIGHT HEART DISEASE 10,000
CROSS CATHOLIC OUTREACH


2700 N MILITARY TRAIL 300
BOCA RATON,FL33427 		NONE PUBLIC TO PROVIDE AIDE TO THE POOR 2,500
FEEDING AMERICA


161 NORTH CLARK STREET
CHICAGO,IL60601 		NONE PUBLIC TO END HUNGER 10,000
Total .................................right arrow 3a 617,075
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     1 613,359  
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 .....       2,195  
8 Gain or (loss) from sales of assets other than
inventory ............ 		        233,818
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) ..   615,554 233,818
13Total. Add line 12, columns (b), (d), and (e)..................
13
849,372
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID: 22015553
Software Version: 2022v5.0


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
WILLIAM C DOWLING JR FOUNDATION
EIN:
47-0933520
Software ID:
22015553
Software Version:
2022v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
KURCIAS, JAFFE & COMPANY LLP 31,632 0 0 31,632

TY 2022 InvestmentsLandSchedule2
Name:
WILLIAM C DOWLING JR FOUNDATION
EIN:
47-0933520
Software ID:
22015553
Software Version:
2022v5.0
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Furniture and Fixtures 3,243   3,243 3,243
Machinery and Equipment 5,469   5,469 5,469

TY 2022 OtherDecreasesSchedule
Name:
WILLIAM C DOWLING JR FOUNDATION
EIN:
47-0933520
Software ID:
22015553
Software Version:
2022v5.0
Description Amount
ADJUST COST OF SECURITIES 81,476
PAYMENT OF 990PF TAX 25,944


TY 2022 OtherExpensesSchedule
Name:
WILLIAM C DOWLING JR FOUNDATION
EIN:
47-0933520
Software ID:
22015553
Software Version:
2022v5.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMPUTER EXPENSE 3,805     3,805
EMPLOYEE BENEFITS 55,323 55,323    
INSURANCE 5,338 4,588   750
MEMBERSHIP FEES 994     994
MISCELLANEOUS 1,000 1,000    
OFFICE EXPENSE 1,149     1,149
OTHER FEES 1,338     1,338
SERVICE CHARGES 2,685     2,685
TELEPHONE 3,521     3,521


TY 2022 OtherIncomeSchedule2
Name:
WILLIAM C DOWLING JR FOUNDATION
EIN:
47-0933520
Software ID:
22015553
Software Version:
2022v5.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Investment Income 2,195 2,195  


TY 2022 OtherIncreasesSchedule
Name:
WILLIAM C DOWLING JR FOUNDATION
EIN:
47-0933520
Software ID:
22015553
Software Version:
2022v5.0
Description Amount
TRANSFER FROM WILLIAM C. DOWLING JR TRUST 2,316,623


TY 2022 OtherProfessionalFeesSchedule
Name:
WILLIAM C DOWLING JR FOUNDATION
EIN:
47-0933520
Software ID:
22015553
Software Version:
2022v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RICHARD R. MILLER CORP 20,000 0 0 20,000
SILVERCREST 136,855 136,855 0 0


TY 2022 TaxesSchedule
Name:
WILLIAM C DOWLING JR FOUNDATION
EIN:
47-0933520
Software ID:
22015553
Software Version:
2022v5.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 158 158    
PAYROLL TAXES 31,539 1,577   29,962