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
DOUGLAS M NOBLE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)537 CLARK ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PARAMUS, NJ07652
A Employer identification number

85-3962893
B Telephone number (see instructions)

(973) 575-2755
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$65,179,134J 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) 299,176
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,285 3,285  
4 Dividends and interest from securities... 1,549,071 1,549,071  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -614,041
b Gross sales price for all assets on line 6a 20,605,375
7 Capital gain net income (from Part IV, line 2)... 0
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
19,734 0  
12 Total. Add lines 1 through 11........ 1,257,225 1,552,356  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,600 0   12,600
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
208,988 208,988   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
311,689 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,502 0   3,502
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 536,779 208,988   16,102
25 Contributions, gifts, grants paid....... 1,677,800 1,677,800
26 Total expenses and disbursements. Add lines 24 and 25 2,214,579 208,988   1,693,902
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -957,354
b Net investment income (if negative, enter -0-) 1,343,368
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.............      
2 Savings and temporary cash investments......... 3,127,102 2,192,654 2,192,654
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   40,286    
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) 0 Click to see attachment
List of Attached Documents:
// Content
7,020,130 		7,135,506
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
9,106,537 		9,293,772
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).......... 57,915,268 Click to see attachment
List of Attached Documents:
// Content
41,061,997 		46,557,202
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) 61,082,656 59,381,318 65,179,134
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 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........... 61,082,656 59,381,318
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)..... 61,082,656 59,381,318
30 Total liabilities and net assets/fund balances (see instructions). 61,082,656 59,381,318
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
61,082,656
2
Enter amount from Part I, line 27a .....................
2
-957,354
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
60,125,302
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
743,984
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
59,381,318
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 SALE OF PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 20,598,403   21,219,416 -621,013
b 6,972     6,972
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -621,013
b       6,972
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -614,041
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 18,673
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 18,673
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 18,673
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 152,320
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.............. 7 152,320
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 10 133,647
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow20,000 Refundedright arrow 11 113,647
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 arrowNJ
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 arrowJOAN NOBLE Telephone no.right arrow (201) 262-2200

Located atright arrow537 CLARK ROADPARAMUSNJ ZIP+4right arrow07652
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
JOAN NOBLE TRUSTEE
15.00 		0 0 0
537 CLARK RD
PARAMUS,NJ07652
MICHAEL MANERI TRUSTEE
15.00 		0 0 0
15 FRIZZELL TERR
SPARTA,NJ07871
ROY REGASPI TRUSTEE
0.50 		0 0 0
537 CLARK RD
PARAMUS,NJ07652
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
BNY MELLON WEALTH MANAGEMENT INVESTMENT MANAGEMENT FEES 208,988
1 GIRALDA FARMS
MADISON,NJ07940
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
59,173,341
b
Average of monthly cash balances.......................
1b
2,870,529
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
62,043,870
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
62,043,870
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
930,658
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
61,113,212
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,055,661
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
3,055,661
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
18,673
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
18,673
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,036,988
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,036,988
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
3,036,988
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
1,693,902
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
1,693,902
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 3,036,988
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,677,394
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$ 1,693,902
a Applied to 2022, but not more than line 2a 1,677,394
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 16,508
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 .......... 		3,020,480
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).)
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

ARC FOUNDATION OF WARREN COUNTY INC

PO BOX 389
WASHINGTON,NJ07882 		  PC BENEFIT PEOPLE WITH DEVELOPMENTAL DISABILITIES WITHIN WARREN COUNTY, NEW JERSEY 25,000

BERGEN CATHOLIC HIGH SCHOOL

1040 ORADELL AVENUE
ORADELL,NJ07649 		  PC TO ASSIST FINANCIALLY NEED BASED STUDENTS WITH TUITION ASSISTANCE 50,000

CENTENARY UNIVERSITY

400 JEFFERSON STREET
HACKETTSTOWN,NJ07840 		  PC TO ASSIST FINANCIALLY NEED BASED STUDENTS WITH TUITION ASSISTANCE, WITH A PREFERENCE FOR, BUT NOT A REQUIREMENT OR LIMITATION, FIRST GENERATION COLLEGE STUDENTS 100,000

CHILDRENS DAY NURSERY AND FAMILY CENTER

104 JEFFERSON STREET
PASSAIC,NJ07055 		  PC TO SUPPORT CHILDRENS DAY NURSERY AND FAMILY CENTER PROGRAM ENTITLED THE PROJECT NEED, WHICH PROGRAM IS DESIGNED TO ASSIST YOUR 2.5 - 5 -YEAR OLD STUDENTS FROM VERY LOW INCOME FAMILIES IN PASSAIC NJ OVERCOME A RANGE OF LEARNING, SOCIAL-EMOTIONAL AND FUNCTIONAL ISSUES AS WELL AS HELPING TO ENABLE THEIR FAMILIES LEARN HOW TO ADVOCATE FOR THEIR CHILD, AND SUPPORT THEIR CHILD'S LEARNING AT HOME 52,800

FAMILY PROMISE OF BERGEN COUNTY

100 DAYTON STREET
RIDGEWOOD,NJ07450 		  PC TO ASSIST FAMILIES RESIDING IN BERGEN COUNTY, NEW JERSEY WHO ARE FACING HOMELESSNESS AND FOOD INSECURITY 50,000

FAMILY REACH FOUNDATION MORE MOMENTS MORE MEMORIES FOUNDATION

142 BERKELEY STREET
BOSTON,MA02116 		  PC ASSIST PEOPLE WITH CANCER TO REMOVE SOME OF THE FINANCIAL BARRIERS THAT PREVENT CANCER PATIENTS FROM ACCESSING LIFE-SAVING CLINICAL TRIALS 100,000

FOUNDATION FOR MORRISTOWN MEDICAL CENTER INC

475 SOUTH STREET 1ST FLOOR
MORRISTOWN,NJ07960 		  PC PURCHASE AND SUPPORT AN EOSEDGE IMAGING SYSTEM AS SET FORTH IN THE FOUNDATION FOR MORRISTOWN MEDICAL CENTER 600,000

HOLY NAME HEALTH CARE FOUNDATION INC

718 TEANECK ROAD
TEANECK,NJ07666 		  PC TO ASSIST IN THE UPGRADE OF HOLY NAME'S NEONATAL INTENSIVE CARE UNIT (NICU) TO A LEVEL III FACILITY 575,000

NEW HOPE INC

149 THIRD AVENUE
WESTWOOD,NJ07675 		  PC TO SUPPORT NEW HOPE INC. IN ITS MISSION TO ENABLE SINGLE, FIRST-TIME MOTHERS TO ATTAIN FINANCIAL STABILITY VIA A MEANINGFUL CAREER, PARENTING EXPERTISE, EMOTIONAL STABILITY, PHYSICAL WELL-BEING, AND SPIRITUAL SERENITY 50,000

POPE JOHN XXIII HIGH SCHOOL

28 ANDOVER ROAD
SPARTA,NJ07871 		  PC TO ASSIST FINANCIALLY NEED BASED STUDENTS WITH TUITION, ACTIVITY FEES AND OTHER SCHOOL EXPENSES 75,000
Total .................................right arrow 3a 1,677,800
bApproved for future payment

FOUNDATION FOR MORRISTOWN MEDICAL CENTER INC
475 SOUTH STREET 1ST FLOOR
MORRISTOWN,NJ07960 		  PC PURCHASE AND SUPPORT AN EOSEDGE IMAGING SYSTEM AS SET FORTH IN THE FOUNDATION FOR MORRISTOWN MEDICAL CENTER 355,000
Total ................................. right arrow 3b 355,000
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 3,285  
4 Dividends and interest from securities ....     14 1,549,071  
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 -614,041  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aIRS REFUND 		    01 116  
bOTHER NON-TAXABLE INCOME     01 19,618  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 958,049 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
958,049
(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.
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 (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
DOUGLAS M NOBLE FAMILY FOUNDATION
 
Employer identification number

85-3962893
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
DOUGLAS M NOBLE FAMILY FOUNDATION
  		Employer identification number
85-3962893
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
ESTATE OF DOUGLAS NOBLE
 
537 CLARK RD
 
PARAMUS, NJ07652

$ 299,176


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
DOUGLAS M NOBLE FAMILY FOUNDATION
  		Employer identification number

85-3962893
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
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
DOUGLAS M NOBLE FAMILY FOUNDATION
  		Employer identification number

85-3962893
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:
DOUGLAS M NOBLE FAMILY FOUNDATION
EIN:
85-3962893
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX RETURN PREPARATION FEES 12,600 0   12,600

TY 2023 InvestmentsCorpBondsSchedule
Name:
DOUGLAS M NOBLE FAMILY FOUNDATION
EIN:
85-3962893
Name of Bond End of Year Book Value End of Year Fair Market Value
A T & T INC 4.35% 3/1/2029 90,000 SHARES 89,883 88,822
ABBVIE INC 3.2% 11/21/2029 80,000 SHARES 72,085 74,783
AIR LEASE CORP 2.3% 2/1/2025 55,000 SHARES 50,368 53,062
AMAZON.COM INC 0.8% 6/3/2025 70,000 SHARES 63,249 66,317
AMERICAN EXPRESS CO 3.375% 5/3/2024 65,000 SHARES 63,524 64,501
AMERICAN HONDA FINANCE 1.3% 9/9/2026 80,000 SHARES 70,430 73,502
AMGEN INC 2.2% 2/21/2027 80,000 SHARES 72,959 74,386
ANHEUSER-BUSCH INBEV WOR 4.75% 1/23/2029 80,000 SHARES 81,832 81,243
ANTHEM INC 2.375% 1/15/2025 70,000 SHARES 65,729 67,980
APPLE INC 3.35% 2/9/2027 85,000 SHARES 80,641 82,791
ARISTOTLE FLOATING RATE INCOME FUND CLASS I 168,692.444 SHARES 1,575,000 1,607,639
ASTRAZENECA FINANCE LLC 1.2% 5/28/2026 50,000 SHARES 44,180 46,267
BANCO SANTANDER S.A. 2.749% 12/3/2030 165,000 SHARES 135,569 136,967
BANK OF AMERICA CORP 4.45% 3/3/2026 135,000 SHARES 136,433 133,514
BANK OF MONTREAL 3.3% 2/5/2024 80,000 SHARES 78,353 79,775
BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO 172,621.016 SHARES 1,636,951 1,629,542
BOEING CO 5.15% 5/1/2030 45,000 SHARES 44,377 45,810
BRANDYWINE OPER PARTNERS 3.95% 11/15/2027 125,000 SHARES 116,710 111,650
BRISTOL-MYERS SQUIBB CO 0.75% 11/13/2025 45,000 SHARES 39,869 41,993
BROADCOM CRP / CAYMN FI 3.875% 1/15/2027 70,000 SHARES 67,302 68,314
C V S HEALTH CORP 4.3% 3/25/2028 50,000 SHARES 79,305 78,644
CATERPILLAR FINL SERVICE 0.9% 3/2/2026 50,000 SHARES 44,157 46,332
CITIGROUP INC VAR 4/28/2026 105,000 SHARES 102,067 102,051
COOPERATIEVE RABOBANK UA 3.75% 7/21/2026 100,000 SHARES 90,722 95,740
COSTCO WHOLESALE CORP 1.6% 4/20/2030 95,000 SHARES 75,877 81,379
CREDIT SUISSE NEW YORK 3.625% 9/9/2024 105,000 SHARES 100,360 103,511
DISCOVERY COMMUNICATIONS 4.9% 3/11/2026 75,000 SHARES 71,731 74,784
DOWDUPONT INC 4.725% 11/15/2028 65,000 SHARES 66,260 65,957
EBAY INC 1.9% 3/11/2025 70,000 SHARES 64,981 67,272
FISERV INC 3.5% 7/1/2029 80,000 SHARES 72,989 75,266
GENERAL DYNAMICS CORP 1.15% 6/1/2026 95,000 SHARES 84,268 87,838
GENERAL MOTORS FINL CO 2.75% 6/20/2025 115,000 SHARES 110,634 110,570
GOLDMAN SACHS GROUP INC FLTG RATE 10/21/2027 115,000 SHARES 98,782 105,204
HSBC HOLDINGS PLC 2.251% 11/22/2027 80,000 SHARES 66,651 73,430
JOHN DEERE CAPITAL CORP 1.05% 6/17/2026 95,000 SHARES 85,726 87,487
JPMORGAN CHASE & CO FLTG RATE 2/24/2028 115,000 SHARES 106,431 108,197
LLOYDS BANKING GROUP PLC 4.65% 3/24/2026 135,000 SHARES 134,666 132,368
LOWE'S COS INC 1.3% 4/15/2028 50,000 SHARES 41,120 43,925
MCCORMICK & CO 0.9% 2/15/2026 80,000 SHARES 69,277 73,648
MICROSOFT CORP 3.125% 11/3/2025 55,000 SHARES 52,922 53,684
MORGAN STANLEY 3.772% 1/24/2029 80,000 SHARES 73,619 76,294
ONEOK INC 4% 7/13/2027 40,000 SHARES 36,422 38,848
ORACLE CORP 2.5% 4/1/2025 115,000 SHARES 111,188 111,169
PARKER-HANNIFIN CORP 2.7% 6/14/2024 50,000 SHARES 47,998 49,344
PFIZER INVESTMENT ENTER 4.75% 5/19/2033 60,000 SHARES 59,776 60,135
PROVINCE OF ONTARIO 3.05% 1/29/2024 75,000 SHARES 73,360 74,864
ROYAL BANK OF CANADA 4.65% 1/27/2026 80,000 SHARES 80,395 79,322
RYDER SYSTEM INC 4.625% 6/1/2025 45,000 SHARES 43,619 44,643
SHIRE ACQ INV IRELAND DA 3.2% 9/23/2026 80,000 SHARES 73,473 76,961
SPECTRA ENERGY PARTNERS 3.5% 3/15/2025 40,000 SHARES 38,166 39,091
SUMITOMO MITSUI FINL GROUP I 1.474% 7/8/2025 145,000 SHARES 135,183 137,211
T J X COS INC 1.15% 5/15/2028 95,000 SHARES 78,337 83,073
T ROWE PRICE INSTITUTIONAL HIGH YIELD FUND 209,576.448 SHARES 1,575,000 1,643,079
TARGET CORP 2.25% 4/15/2025 50,000 SHARES 46,937 48,481
T-MOBILE USA INC 3.75% 4/15/2027 80,000 SHARES 77,419 77,594
TOYOTA MOTOR CREDIT CORP 2% 10/7/2024 60,000 SHARES 56,765 58,526
UBS GROUP AG 3.75% 3/26/2026 50,000 SHARES 48,240 48,983
UNITEDHEALTH GROUP INC 1.15% 5/15/2026 80,000 SHARES 71,304 74,058
VERIZON COMMUNICATIONS 2.625% 8/15/2026 110,000 SHARES 104,712 104,772
WALT DISNEY COMPANY/THE 2.65% 1/13/2031 80,000 SHARES 70,254 71,179

TY 2023 InvestmentsGovtObligationsSch
Name:
DOUGLAS M NOBLE FAMILY FOUNDATION
EIN:
85-3962893
US Government Securities - End of Year Book Value:

7,020,130
US Government Securities - End of Year Fair Market Value:

7,135,506
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
DOUGLAS M NOBLE FAMILY FOUNDATION
EIN:
85-3962893
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
DFA EMERGING MARKETS CORE EQUITY (DFCEX) FUNDS 76,473.696 SHARES AT COST 1,682,696 1,713,776
GATEWAY FUND 47,930.407 SHARES AT COST 1,770,000 1,935,430
GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND - I 134,991.956 SHARES AT COST 1,260,718 1,271,624
ISHARES CORE MSCI EAFE ETF (IEFA) 46,000 SHARES AT COST 3,005,559 3,236,100
ISHARES DJ SELECT DIVIDEND INDEX (DVY) FUND 15,000 SHARES AT COST 1,870,074 1,758,300
ISHARES S&P 500 INDEX FUND (IVV) 48,000 SHARES AT COST 19,036,941 22,926,240
ISHARES TR (IJH) S & P MIDCAP 400 INDEX FD 25,500 SHARES AT COST 6,236,661 7,067,325
ISHARES TR S & P SMALLCAP 600 (IJR) 30,000 SHARES AT COST 2,871,202 3,247,500
NEUBERGER BERMAN LONG SHORT FUND 110,364.847 SHARES AT COST 1,832,868 1,925,867
SPDR S&P GLOBAL NATURAL RESOURCES ETF 12,000 SHARES AT COST 694,683 679,800
VANGUARD REAL ESTATE ETF 9,000 SHARES AT COST 800,595 795,240

TY 2023 OtherDecreasesSchedule
Name:
DOUGLAS M NOBLE FAMILY FOUNDATION
EIN:
85-3962893
Description Amount
TO ADJUST THE BASIS OF DONATED SECURITIES TO ESTATE TAX BASIS 743,984


TY 2023 OtherExpensesSchedule
Name:
DOUGLAS M NOBLE FAMILY FOUNDATION
EIN:
85-3962893
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 2,707 0   2,707
MEMBERSHIP AND DUES 795 0   795


TY 2023 OtherIncomeSchedule2
Name:
DOUGLAS M NOBLE FAMILY FOUNDATION
EIN:
85-3962893
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
IRS REFUND 116   116
OTHER NON-TAXABLE INCOME 19,618   19,618


TY 2023 OtherProfessionalFeesSchedule
Name:
DOUGLAS M NOBLE FAMILY FOUNDATION
EIN:
85-3962893
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 208,988 208,988   0


TY 2023 TaxesSchedule
Name:
DOUGLAS M NOBLE FAMILY FOUNDATION
EIN:
85-3962893
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 311,689 0   0