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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
DOLL FAMILY FOUNDATION
C/O ROBERT C DOLL JR
Number and street (or P.O. box number if mail is not delivered to street address)513 CHRISTOPHER DR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PRINCETON, NJ085402333
A Employer identification number

52-2254198
B Telephone number (see instructions)

(609) 924-3628
C 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$135,218,938
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 5,485,112
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,308,137 1,308,137  
4 Dividends and interest from securities... 2,440,459 2,440,459  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,406,159
b Gross sales price for all assets on line 6a 139,646,297
7 Capital gain net income (from Part IV, line 2)... 3,406,159
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)....... 180,272 -214,950  
12 Total. Add lines 1 through 11........ 12,820,139 6,939,805  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 41,800 41,800   0
c Other professional fees (attach schedule)....        
17 Interest............... 798,825 798,825   0
18 Taxes (attach schedule) (see instructions)... 27,663 2,122   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 17,069 17,069   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 151,392 149,718   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,036,749 1,009,534   0
25 Contributions, gifts, grants paid....... 5,403,264 5,403,264
26 Total expenses and disbursements. Add lines 24 and 25 6,440,013 1,009,534   5,403,264
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,380,126
b Net investment income (if negative, enter -0-) 5,930,271
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 5,233,402 4,307,042 4,307,042
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 100,366,953 Click to see attachment
List of Attached Documents:
// Content
102,713,529
130,066,753
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
450,048
Click to see attachment
List of Attached Documents:
// Content
845,143
Click to see attachment
List of Attached Documents:
// Content
845,143
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 106,050,403 107,865,714 135,218,938
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) Click to see attachment
List of Attached Documents:
// Content
150,000
Click to see attachment
List of Attached Documents:
// Content
150,000
23 Total liabilities (add lines 17 through 22)......... 150,000 150,000
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 105,900,403 107,715,714
29 Total net assets or fund balances (see instructions)..... 105,900,403 107,715,714
30 Total liabilities and net assets/fund balances (see instructions). 106,050,403 107,865,714
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
105,900,403
2
Enter amount from Part I, line 27a .....................
2
6,380,126
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
112,280,529
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,564,815
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
107,715,714
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a MERRILL LYNCH #02519 P 2011-01-31 2023-12-04
b MERRILL LYNCH #02519 D 2010-02-01 2023-12-04
c CROSSMARK #1212 P 2023-01-01 2023-12-01
d CROSSMARK #1212 P 2021-01-01 2023-12-01
e CROSSMARK #1213 P 2023-01-01 2023-12-01
CROSSMARK #1213 P 2021-01-01 2023-12-01
CROSSMARK #1214 P 2023-01-01 2023-12-01
CROSSMARK #1214 P 2021-01-01 2023-12-01
CROSSMARK #1215 P 2023-01-01 2023-12-01
CROSSMARK #1215 P 2021-01-01 2023-12-01
COWEN # 0455   2023-01-01 2023-12-01
COWEN # 0455   2021-01-01 2023-12-01
COWEN # 0455   2021-01-01 2023-12-01
COWEN # 0448   2023-01-01 2023-12-01
COWEN # 0448   2021-01-01 2023-12-01
COWEN # 0448   2021-01-01 2023-12-01
FROM PASSTHROUGH ENTITIES P 2023-01-01 2023-12-01
FROM PASSTHROUGH ENTITIES P 2021-01-01 2023-12-01
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,195,219   1,078,643 3,116,576
b 1,094,142   309,611 784,531
c 3,404,312   3,434,096 -29,784
d 2,486,011   2,463,517 22,494
e 1,782,741   1,897,602 -114,861
1,755,502   1,867,937 -112,435
3,069,853   2,984,058 85,795
2,882,048   2,959,426 -77,378
7,283,004   7,257,127 25,877
2,194,625   2,067,164 127,461
61,468,012   61,513,866 -45,854
9,118,098   8,696,223 421,875
6,037,679   6,280,276 -242,597
27,047,521   27,891,394 -843,873
3,445,056   3,061,289 383,767
2,382,474   2,368,939 13,535
    580 -580
    108,390 -108,390
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       3,116,576
b       784,531
c       -29,784
d       22,494
e       -114,861
      -112,435
      85,795
      -77,378
      25,877
      127,461
      -45,854
      421,875
      -242,597
      -843,873
      383,767
      13,535
      -580
      -108,390
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 3,406,159
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  
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 82,431
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 82,431
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 82,431
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 824,507
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 824,507
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 742,076
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow500,000 Refundedright arrow 11 242,076
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowCA, CT, MA, NY, MD, VT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? 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
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 arrowROBERT C DOLL JR Telephone no.right arrow (609) 924-3628

Located atright arrow513 CHRISTOPHER DRIVEPRINCETONNJ ZIP+4right arrow08540
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
ROBERT C DOLL JR PRES./TREAS.
1.00
0 0 0
513 CHRISTOPHER DRIVE
PRINCETON,NJ08540
LESLIE L DOLL SECRETARY
2.00
0 0 0
513 CHRISTOPHER DRIVE
PRINCETON,NJ08540
JOHN MORRISEY TRUSTEE
0.00
0 0 0
513 CHRISTOPHER DRIVE
PRINCETON,NJ19380
MARION MEEKS TRUSTEE
0.00
0 0 0
513 CHRISTOPHER DRIVE
PRINCETON,NJ08512
BRANDON HULL TRUSTEE
0.00
0 0 0
513 CHRISTOPHER DRIVE
PRINCETON,NJ08540
DONALD LOUGH JR TRUSTEE
0.00
0 0 0
513 CHRISTOPHER DRIVE
PRINCETON,NJ12870
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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 arrow0
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 arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
113,568,284
b
Average of monthly cash balances.......................
1b
3,903,227
c
Fair market value of all other assets (see instructions)................
1c
18,653,276
d
Total (add lines 1a, b, and c).........................
1d
136,124,787
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
136,124,787
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,041,872
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
134,082,915
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,704,146
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
6,704,146
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
82,431
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
82,431
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,621,715
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,621,715
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
6,621,715
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
5,403,264
b
Program-related investments—total from Part VIII-B..................
1b
0
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
5,403,264
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 6,621,715
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 5,217,918
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 5,403,264
a Applied to 2022, but not more than line 2a 5,217,918
b Applied to undistributed income of prior years
(Election required—see instructions).....
Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 185,346
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
6,436,369
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
ROBERT C DOLL JR
LESLIE L DOLL
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
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

9 MARKS

525 A STREET NE
WASHINGTON,DC20002
  PUBLIC UNRESTRICTED 1,000

ALLIANCE FOR CONFESSING EVANGELICALS

1716 SPRUCE ST
PHILADELPHIA,PA19103
  PUBLIC UNRESTRICTED 25,790

ALPHA USA

PO BOX 7491
CAROL STREAM,IL601977491
  PUBLIC UNRESTRICTED 1,000

ANCHOR HOUSE FOUNDATION

PO BOX 2357
TRENTON,NJ086072357
  PUBLIC UNRESTRICTED 1,000

ARM IN ARM

61 NASSAU ST
PRINCETON,NJ08542
  PUBLIC UNRESTRICTED 20,000

ASIAN ACCESS

PO BOX 3307
CERRITOS,CA90703
  PUBLIC UNRESTRICTED 1,000

BELLHAVEN UNIVERSITY

1500 PEACHTREET ST
JACKSON,NJ39202
  PUBLIC UNRESTRICTED 1,000

BETHLEHEM BIBLE COLLEGE

720 13TH AVENUE SOUTH
MINNEAPOLIS,MN554151793
  PUBLIC UNRESTRICTED 1,000

BILLY GRAHAM EVANGELISTIC ASSOCIATION

1 BILLY GRAHAM PARKWAY
CHARLOTTE,NC28201
  PUBLIC UNRESTRICTED 1,000

BIOLA UNIVERSITY

13800 BIOLA AVE
LA MIRADA,CA90639
  PUBLIC UNRESTRICTED 1,000

BOWERY MISSION

PO BOX 2000
NEW YORK CITY,NY10156
  PUBLIC UNRESTRICTED 25,000

BY THE HAND CLUB FOR KIDS

415 N LARAMIE AVENUE
CHICAGO,IL60644
  PUBLIC UNRESTRICTED 10,000

CAIRN UNIVERSITY

200 MANOR AVE
LANGHORNE,PA19047
  PUBLIC UNRESTRICTED 61,000

CBMC

PO BOX 8009
CHATTANOOGA,TN37414
  PUBLIC UNRESTRICTED 10,000

CHOICE ONE

8 DENTON PLACE
DENTON,MD21629
  PUBLIC UNRESTRICTED 20,800

CHRISTIAN UNION INC

240 NASSAU STREET
PRINCETON,NJ08540
  PUBLIC UNRESTRICTED 5,000

CHRISTIANITY TODAY

465 GUNDERSON DRIVE
CAROL STREAM,IL60188
  PUBLIC UNRESTRICTED 25,000

CHRIST'S HOME

1 SHEDHERDS WAY SUITE 100
WARMINSTER,PA189743710
  PUBLIC UNRESTRICTED 1,000

CRU INNER CITY

100 LAKE HART DR
ORLANDO,FL32832
  PUBLIC UNRESTRICTED 17,000

DAILY HOPE

100 LAKE HART DR
ORLANDO,FL32832
  PUBLIC UNRESTRICTED 1,000

DALLAS BAPTIST UNIVERSITY

3000 MOUNTAIN CREEK PKWY
DALLAS,TX75211
  PUBLIC UNRESTRICTED 1,000

DENISON MINISTRIES

17304 PRESTON RD SUITE 1060
DALLAS,TX75252
  PUBLIC UNRESTRICTED 10,000

DENVER INSTITUTE FOR FAITH

600 GRANT STREET
DENVER,CO80203
  PUBLIC UNRESTRICTED 1,000

DISCOVER THE BOOK MINISTRIES

5200 S YALE AVE SUITE 300
TULSA,OK74135
  PUBLIC UNRESTRICTED 2,000

EASTERN UNIVERSITY

1300 EAGLE ROAD
ST DAVIDS,PA19087
  PUBLIC UNRESTRICTED 101,000

FAITH & LEARNING INTERNATIONAL

PO BOX 480
WHEATON,IL60187
  PUBLIC UNRESTRICTED 25,000

FAITH IN FINANCIAL SVCS

888 SEVENTH AVE 22ND FLOOR
NEW YORK CITY,NY10106
  PUBLIC UNRESTRICTED 11,000

FAR EAST BROADCASTING

15700 IMPERIAL HWY
LA MIRADA,CA90638
  PUBLIC UNRESTRICTED 1,000

FOCUS

PO BOX 18710
GOLDEN,CO804029809
  PUBLIC UNRESTRICTED 10,000

FROM PASSTHROUGH ENTITES

VARIOUS ADDRESSES
BALTIMORE,MD21230
  PUBLIC UNRESTRICTED 947

GETTY MUSIC FOUNDATION

1915 ANGELICIA ST
NASHVILLE,TN37212
  PUBLIC UNRESTRICTED 10,588

GLOBAL MEDIA OUTREACH

910 E HAMILTON AVE SUITE 120
CAMPBELL,CA95008
  PUBLIC UNRESTRICTED 1,000

GORDON-CONWELL THEOLOGICAL SEMINARY

130 ESSEX STREET
SOUTH HAMILTON,MA01982
  PUBLIC UNRESTRICTED 101,000

GOSPEL COALITION

2065 HALF DAY RD
DEERFIELD,IL60015
  PUBLIC UNRESTRICTED 135,197

GRACE ANN ARBOR CHURCH

2803 BOARDWALK DRIVE
ANN ARBOR,MI48104
  PUBLIC UNRESTRICTED 5,000

GRACE BIBLE FELLOWSHIP CHURCH

1811 BETHLEHEM PIKE
QUAKERTOWN,PA18951
  PUBLIC UNRESTRICTED 1,000

GREENVILLE PRESBYTERIAN THEOLOGICAL SEMINARY

PO BOX 690
TAYLORS,SC29687
  PUBLIC UNRESTRICTED 1,000

HAGGAI INSTITUTE

PO BOX 13
ATLANTA,GA30370
  PUBLIC UNRESTRICTED 1,000

HALFTIME

1431 GREENWAY DR 230
IRVING,TX75038
  PUBLIC UNRESTRICTED 10,000

HOMEFRONT

632 BRUNSWICK AVE
TRENTON,NJ08638
  PUBLIC UNRESTRICTED 20,000

HOPE INTERNATIONAL

227 GRANITE RUN DRIVE SUITE 250
LANCASTER,PA17601
  PUBLIC UNRESTRICTED 25,000

HOPE MEDICAL CLINIC

PO BOX 980311
YPSILANTI,MI48198
  PUBLIC UNRESTRICTED 2,500

ILLUMINATIONS

302 17TH STREET
MERIDIAN,MS39301
  PUBLIC UNRESTRICTED 333,333

INTERVARSITY CHRISTIAN FELLOWSHIP

6400 SCHROEDER RD
MADISON,WI537077895
  PUBLIC UNRESTRICTED 11,000

JOHN JAY INSTITUTE

705 S BELLEVUE AVE
LANGHORNE,PA19047
  PUBLIC UNRESTRICTED 10,000

KINGDOM ADVISORS

5605 GLENRIDGE DR NE STE 450
ATLANTA,GA30342
  PUBLIC UNRESTRICTED 11,500

LARRY PROUT JR - THE BEAR - COURAGE FUND

1936 TRIANGLE LAKE RD
HOWELL,MI48843
  PUBLIC UNRESTRICTED 2,500

LAUSANNE ORTHODOX INITIATIVE (LOI)

10524 MOSS PARK RD SUITE 201
ORLANDO,FL32832
  PUBLIC UNRESTRICTED 1,150,000

LAWRENCEVILLE SCHOOL

2500 MAIN ST ROUTE 206 N
LAWRENCEVILLE,NJ08648
  PUBLIC UNRESTRICTED 10,000

LIGONIER MINISTRIES

421 LIGONIER CT
SANFORD,FL32771
  PUBLIC UNRESTRICTED 101,013

LINDEN GROVE MINISTRIES CORP

259 NASSAU STREET 2 AE
PRINCETON,NJ08542
  PUBLIC UNRESTRICTED 1,000

LUIS PALAU ASSOCIATION

1500 NW 167TH PLACE
BEAVERTON,OR97006
  PUBLIC UNRESTRICTED 10,000

MADE TO FLOURISH

10901 LOWELL AVENUE SUITE 130
OVERLAND PARK,KS66210
  PUBLIC UNRESTRICTED 10,000

MANNA CHRISITAN FELLOWSHIP

32 MURRAY DODGE HALL
PRINCETON,NJ08544
  PUBLIC UNRESTRICTED 5,000

MARTHA'S TABLE

2375 ELVANS ROAD SE
WASHINGTON,DC20020
  PUBLIC UNRESTRICTED 1,000

MAUI RESCUE MISSION

309 PUUNENE AVE
KAHULUI,HI96732
  PUBLIC UNRESTRICTED 1,000

MENA SINGER FOUNDATION

PO BOX 191
HAZLET,NJ07730
  PUBLIC UNRESTRICTED 1,000

MISCELLANEOUS

513 CHRISTOPHER DR
PRINCETON,NJ08540
  PUBLIC UNRESTRICTED 40,000

MISSIONS TRIP WOL

PO BOX 600
SCHROON LAKE,NY12870
  PUBLIC UNRESTRICTED 206,000

MOVEMENTORG

2 WASHINGTON STREET FL 20
NEW YORK,NY10004
  PUBLIC UNRESTRICTED 250,164

MOVIMIENTO LATIN AMERICA

190 E 8TH STREET 1144
HOLLAND,MI49423
  PUBLIC UNRESTRICTED 10,000

MUSEUM OF THE BIBLE

400 4TH ST SW
WASHINGTON,DC20024
  PUBLIC UNRESTRICTED 1,000

NARTHBERTH PRESBYTERIAN CHURCH

205 GRAYLING AVE
NARBERTH,PA19072
  PUBLIC UNRESTRICTED 2,000

NATIONAL CENTER FOR LIFE AND LIBERTY

PO BOX 270548
FLOWER MOUND,TX750270548
  PUBLIC UNRESTRICTED 1,000

NATIONAL CHRISTIAN FOUNDATION

11625 RAINWATER DR SUITE 500
ALPHARETTA,GA30009
  PUBLIC UNRESTRICTED 1,000,000

NEU CHURCH PLANTING

55 CROMWELL ST 1C
PROVIDENCE,RI02907
  PUBLIC UNRESTRICTED 10,000

NEW CANAAN SOCIETY - MANHATTAN

82 NASSAU ST
NEW YORK CITY,NY10038
  PUBLIC UNRESTRICTED 1,000

NEW CANAAN SOCIETY

PO BOX 111
NEW CANAAN,CT06840
  PUBLIC UNRESTRICTED 10,000

NEW YORK CITY LEADERSHIP CENTER

PO BOX 9157
LONG ISLAND CITY,NY11103
  PUBLIC UNRESTRICTED 525,000

NJ FAMILY POLICY ALLIANCE

8675 EXPLORER DRIVE
COLORADO SPRINGS,CO80920
  PUBLIC UNRESTRICTED 1,000

OCEAN CITY TABERNACLE

550 WESLEY AVE
OCEAN CITY,NJ082263982
  PUBLIC UNRESTRICTED 2,000

OUR DAILY BREAD MINISTRIES

3000 KRAFT AVE SE
GRAND RAPIDS,MI49512
  PUBLIC UNRESTRICTED 1,200

PARK CITIES PRESBYTERIAN CHURCH

4124 OAK LAWN AVENUE
DALLAS,TX75219
  PUBLIC UNRESTRICTED 1,000

PARTNERS WORLDWIDE

6139 TAHOE DRIVE
GRAND RAPIDS,MI49546
  PUBLIC UNRESTRICTED 1,000

PETER'S HOPE

700 SNELLING AVENUE SOUTH
SAINT PAUL,MN55116
    UNRESTRICTED 100

PHILADELPHIA GOSPAL MOVEMENT

PO BOX 31903
PHILADELPHIA,PA19104
  PUBLIC UNRESTRICTED 10,000

PHILLY HOUSE

PO BOX 297
PHILADELPHIA,PA19105
  PUBLIC UNRESTRICTED 25,000

PILLAR COLLEGE

60 PARK PLACE 701
NEWARK,NJ07102
  PUBLIC UNRESTRICTED 1,000

PINE COVE

PO BOX 9000
TYLER,TX75711
  PUBLIC UNRESTRICTED 1,000

PRAXIS

409 W 45TH STREET 3RD FLOOR
NEW YORK,NY10036
  PUBLIC UNRESTRICTED 10,000

PRINCETON CHRISTIAN FELLOWSHIP

24 MOORE ST
PRINCETON,NJ08542
  PUBLIC UNRESTRICTED 25,000

PRINCETON HEALTHCARE SYSTEM FOUNDATION

3626 US ROUTE ONE
PRINCETON,NJ08540
  PUBLIC UNRESTRICTED 250,000

PRINCETON MEDICAL CENTER

102A RIKE DR
MILLSTONE TOWNSHIP,NJ08535
  PUBLIC UNRESTRICTED 25,000

PRINCETON PUBLIC LIBRARY

65 WITHERSPOON ST
PRINCETON,NJ08542
  PUBLIC UNRESTRICTED 1,000

PRINCETON UNIVERSITY FAITH & WORK INITIATIVE

ENGINEERING QUADRANGLE OLDEN ST
PRINCETON,NJ08540
  PUBLIC UNRESTRICTED 1,000

PROMISE KEEPERS

10807 NEW ALLEGIANCE DR 300A
COLORADO SPRINGS,CO80921
  PUBLIC UNRESTRICTED 10,000

PULSE

600 S 9TH ST
MINNEAPOLIS,MN55404
  PUBLIC UNRESTRICTED 1,000

RCE INTL

PO BOX 4528
WHEATON,IL60189
  PUBLIC UNRESTRICTED 1,000

REFORMED THEOLOGICAL SEMINARY NEW YORK CITY

1120 6TH AVENUE 4TH FLOOR
NEW YORK,NY10036
  PUBLIC UNRESTRICTED 10,000

RESOURCE GLOBAL

2705 S ARCHER AVE 2ND FLOOR
CHICAGO,IL60608
  PUBLIC UNRESTRICTED 26,000

RIDER UNIVERSITY

2083 LAWRENCEVILLE ROAD
LAWRENCEVILLE,NJ08648
  PUBLIC UNRESTRICTED 10,000

SALT EXCHANGE INC

11625 RAINWATER DR SUITE 500
ALPHARETTA,GA30009
  PUBLIC UNRESTRICTED 10,000

SALVATION ARMY

14 BERKELEY ST
BOSTON,MA02116
  PUBLIC UNRESTRICTED 25,000

SCHOLARS OF FINANCE

PO BOX 8428
NEW YORK,NY10150
  PUBLIC UNRESTRICTED 10,000

SMITHSONIAN INSTITUTION

PO BOX 37012 MRC 712
WASHINGTON,DC20013
  PUBLIC UNRESTRICTED 2,000

SMU COX SCHOOL OF BUSINESS

PO BOX 750333
DALLAS,TX752750333
  PUBLIC UNRESTRICTED 1,000

SOLA MEDIA

13230 EVENING CREEK DR S SUITE
220-222
SAN DIEGO,CA92128
  PUBLIC UNRESTRICTED 1,200

SPECIAL OLYMPICS NEW JERSEY

1 EUNICE KENNEDY SHRIVER WAY
LAWRENCEVILLE,NJ08648
  PUBLIC UNRESTRICTED 300

STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION

2361 HYLAN BLVD
STATEN ISLAND,NY10306
  PUBLIC UNRESTRICTED 1,000

STONE HILL CHURCH OF PRINCETON

1025 BUNN DRIVE
PRINCETON,NJ08540
  PUBLIC UNRESTRICTED 237,000

STRATEGIC RESOURCE GROUP

PO BOX 1809
EASTON,MD21601
  PUBLIC UNRESTRICTED 150,132

STUDENT DREAM

461 DEAN ST SUITE 6M
BROOKLYN,NY11217
  PUBLIC UNRESTRICTED 1,000

TAYLOR UNIVERSITY

1846 MAIN ST
UPLAND,IN469891001
  PUBLIC UNRESTRICTED 1,000

TENTH PRESBYTERIAN CHURCH

1701 DELANCEY PL
PHILADELPHIA,PA19103
  PUBLIC UNRESTRICTED 2,000

THE PHILIPS COLLECTION

1600 21ST STREET NW
WASHINGTON,DC20008
  PUBLIC UNRESTRICTED 2,000

THE VOICE OF THE MARTYRS INC

1815 SE BISON RD
BARTLEVILLE,OK74006
  PUBLIC UNRESTRICTED 1,000

TRENTON AREA SOUP KITCHEN

PO BOX 872
TRENTON,NJ08605
  PUBLIC UNRESTRICTED 10,000

TRINITY EPISCOPAL CHURCH

503 ASBURY AVENUE
ASBURY PARK,NJ07712
  PUBLIC UNRESTRICTED 4,000

TRUTH FOR LIFE

PO BOX 398000
CLEVELAND,OH44139
  PUBLIC UNRESTRICTED 1,000

TURNING POINT

PO BOX 3838
SAN DIEGO,CA92163
  PUBLIC UNRESTRICTED 1,000

UNIVERSITY OF TEXAS

PO BOX 250
AUSTIN,TX78767
  PUBLIC UNRESTRICTED 1,000

VERITAS FORUM

ONE BROADWAY 14TH FLOOR
CAMBRIDGE,MA02142
  PUBLIC UNRESTRICTED 25,000

VOCA

810 7TH ST NW
WASHINGTON,DC20531
  PUBLIC UNRESTRICTED 15,000

WALKING THE TEXT

PO BOX 1962
SPRING HILL,TN37174
  PUBLIC UNRESTRICTED 1,000

WHEATON COLLEGE

501 COLLEGE AVE
WHEATON,IL60187
  PUBLIC UNRESTRICTED 1,000

WILBERFORCE SCHOOL

PO BOX 1132
PRINCETON,NJ08542
  PUBLIC UNRESTRICTED 10,000

WOMEN IN THE WINDOW INTERNATIONAL

2101 VISTA PARKWAY SUITE 256
WEST PALM BEACH,FL33411
  PUBLIC UNRESTRICTED 15,000

WORD OF LIFE FELLOWSHIP INC

PO BOX 600
SCHROON LAKE,NY12870
  PUBLIC UNRESTRICTED 5,000

WWFM

PO BOX B
TRENTON,NJ08690
  PUBLIC UNRESTRICTED 1,000

YOUNG LIFE

420 N CASCADE AVE
COLORADO SPRINGS,CA80903
  PUBLIC UNRESTRICTED 10,000

YOUTH FOR CHRIST

7670 S VAUGH COURT
ENGLEWOOD,CO80112
  PUBLIC UNRESTRICTED 25,000
Total .................................right arrow 3a 5,403,264
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 1,308,137  
4 Dividends and interest from securities ....     14 2,440,459  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 3,406,159  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME FROM PARTNERSHIPS
523000   14 -214,950  
bOTHER REVENUE     02 4,750  
cEXCISE TAX REFUND       390,472  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 7,335,027 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,335,027
(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 (2023)
Form 990-PF (2023)
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.
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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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
DOLL FAMILY FOUNDATION
C/O ROBERT C DOLL JR
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
DOLL FAMILY FOUNDATION
C/O ROBERT C DOLL JR
Employer identification number
52-2254198
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
ROBERT C DOLL JR
513 CHRISTOPHER DRIVE
 
PRINCETON, NJ08540

$ 190,102


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
ROBERT C DOLL JR
513 CHRISTOPHER DRIVE
 
PRINCETON, NJ08540

$ 5,295,010


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
DOLL FAMILY FOUNDATION
C/O ROBERT C DOLL JR
Employer identification number

52-2254198
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
3696 SHARES OF NUVEEN EQUITY STOCK $ 190,102 2023-09-20
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
7000 SHARES OF BLACKROCK INC STOCK $ 5,295,010 2023-12-04
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
DOLL FAMILY FOUNDATION
C/O ROBERT C DOLL JR
Employer identification number

52-2254198
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
DOLL FAMILY FOUNDATION
 
C/O ROBERT C DOLL JR
EIN:
52-2254198
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 41,800 41,800   0

TY 2023 AppliedToPriorYearElection
Name:
DOLL FAMILY FOUNDATION
 
C/O ROBERT C DOLL JR
EIN:
52-2254198
Election:
THE FOUNDATION ELECTS TO APPLY $1,301,572 RELATING TO UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2020.

TY 2023 InvestmentsOtherSchedule2
Name:
DOLL FAMILY FOUNDATION
 
C/O ROBERT C DOLL JR
EIN:
52-2254198
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MERRILL LYNCH #02519 - EQUITES FMV 3,545,100 19,279,930
INVESTMENTS - OTHER AT COST 19,359,839 19,693,153
CROSSMARK #1212 AT COST 10,178,674 11,476,335
CROSSMARK #1213 AT COST 9,429,370 11,640,171
CROSSMARK #1214 AT COST 10,151,113 11,757,440
COWEN #0455 AT COST 40,342,226 43,013,283
COWEN #0448 AT COST 9,599,007 13,011,645
MERRILL LYNCH #17653 - EQUITES AT COST 108,200 194,796

TY 2023 OtherAssetsSchedule
Name:
DOLL FAMILY FOUNDATION
 
C/O ROBERT C DOLL JR
EIN:
52-2254198
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
FEDERAL TAX RECEIVABLE 450,048 824,507 824,507
DIVIDEND RECEIVABLE 0 636 636
LOAN RECEIVABLE - BARCLAYS BANK UK PLC CAMBRIDGE 0 20,000 20,000


TY 2023 OtherDecreasesSchedule
Name:
DOLL FAMILY FOUNDATION
 
C/O ROBERT C DOLL JR
EIN:
52-2254198
Description Amount
DONATED STOCK FMV VS COST ADJUSTMENT 3,988,658
WASH SALE ADJUSTMENT 576,157


TY 2023 OtherExpensesSchedule
Name:
DOLL FAMILY FOUNDATION
 
C/O ROBERT C DOLL JR
EIN:
52-2254198
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 132,644 132,644   0
NON-DEDUCTIBLE EXPENSES 1,674 0   0
BANK CHARGES 1,074 1,074   0
OTHER ADMINSTRATIVE COSTS 16,000 16,000   0


TY 2023 OtherIncomeSchedule2
Name:
DOLL FAMILY FOUNDATION
 
C/O ROBERT C DOLL JR
EIN:
52-2254198
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM PARTNERSHIPS -214,950 -214,950 -214,950
OTHER REVENUE 4,750   4,750
EXCISE TAX REFUND 390,472   390,472


TY 2023 OtherLiabilitiesSchedule
Name:
DOLL FAMILY FOUNDATION
 
C/O ROBERT C DOLL JR
EIN:
52-2254198
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED CONTRIBUTION 150,000 150,000


TY 2023 TaxesSchedule
Name:
DOLL FAMILY FOUNDATION
 
C/O ROBERT C DOLL JR
EIN:
52-2254198
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 25,541 0   0
STATE TAXES 1,250 1,250   0
FOREIGN TAX PAID 872 872   0