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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
DOROTHY RICHARD STARLING FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2727 ALLEN PARKWAY SUITE 1700
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOUSTON, TX770192125
A Employer identification number

74-6121656
B Telephone number (see instructions)

(713) 739-7007
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$43,027,535J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 790,501 790,501  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,170,262
b Gross sales price for all assets on line 6a 3,130,867
7 Capital gain net income (from Part IV, line 2)... 2,170,262
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
40,551 40,551  
12 Total. Add lines 1 through 11........ 3,001,314 3,001,314  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 100,000 25,000   75,000
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
3,600 2,880   720
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
82,484 82,484   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
71,970 32,468   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
34,092 16,573   17,519
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 292,146 159,405   93,239
25 Contributions, gifts, grants paid....... 3,211,757 2,235,075
26 Total expenses and disbursements. Add lines 24 and 25 3,503,903 159,405   2,328,314
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -502,589
b Net investment income (if negative, enter -0-) 2,841,909
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 1,723,759 3,875,171 3,875,171
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)....... 9,056,311 Click to see attachment
List of Attached Documents:
// Content
8,877,629 		25,641,278
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).......... 8,781,399 Click to see attachment
List of Attached Documents:
// Content
7,326,014 		13,511,086
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) 19,561,469 20,078,814 43,027,535
Liabilities 17 Accounts payable and accrued expenses.......... -37,818 5,434
18 Grants payable................. 764,095 1,740,777
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)......... 726,277 1,746,211
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........ 48,011,333 49,672,208
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -29,176,141 -31,339,605
29 Total net assets or fund balances (see instructions)..... 18,835,192 18,332,603
30 Total liabilities and net assets/fund balances (see instructions). 19,561,469 20,078,814
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,835,192
2
Enter amount from Part I, line 27a .....................
2
-502,589
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,332,603
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,332,603
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES      
b KKR EUROPEAN FUND III PRIVATE INVESTORS      
c ALLIANCE BERNSTEIN EUROPEAN OPPORTUNITY SERIES      
d ALLIANCE BERNSTEIN EUROPEAN OPPORTUNITY SERIES      
e STANLEY PARTNERS FUND LP      
STANLEY PARTNERS FUND LP      
(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 3,130,867   1,447,840 1,683,027
b       -118,875
c       -676,246
d       1,490,532
e       -857,760
      649,584
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       1,683,027
b       -118,875
c       -676,246
d       1,490,532
e       -857,760
      649,584
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 2,170,262
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 39,503
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 39,503
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 39,503
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 45,189
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 45,189
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 5,686
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow5,686 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowTX
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 2024 or the taxable year beginning in 2024? 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
 
No
Website addressright arrowN/A
14
The books are in care ofright arrowMELINDA M KACAL Telephone no.right arrow (713) 739-7007

Located atright arrow2727 ALLEN PARKWAY 1700HOUSTONTX ZIP+4right arrow77019
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 2024, 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 (2024)
Form 990-PF (2024)
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
DUNHAM F JEWETT TRUSTEE
13.00 		50,000 0 0
2727 ALLEN PARKWAY SUITE 1700
HOUSTON,TX77019
MELINDA M KACAL TRUSTEE
14.00 		50,000 0 4,175
2727 ALLEN PARKWAY SUITE 1700
HOUSTON,TX77019
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 (2024)
Form 990-PF (2024)
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 THE STERLING PROJECT FOUNDATION - SUPPORT FOR VIOLIN INSTRUCTION AND SCHOLARSHIP PROGRAM 250,000
2 THE SHEPHARD SCHOOL OF MUSIC - SUPPORT FOR VIOLIN INSTRUCTION AND SCHOLARSHIP PROGRAM 200,000
3 UNIVERSITY OF COLORADO AT BOULDER - SUPPORT FOR VIOLIN INSTRUCTION AND SCHOLARSHIP PROGRAM 166,000
4 THE COLBURN SCHOOL - SUPPORT FOR VIOLIN INSTRUCTION AND SCHOLARSHIP PROGRAM 160,750
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 (2024)
Form 990-PF (2024)
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
39,773,921
b
Average of monthly cash balances.......................
1b
2,982,873
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
42,756,794
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
42,756,794
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
641,352
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
42,115,442
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,105,772
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
2,105,772
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
39,503
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
39,503
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,066,269
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,066,269
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
2,066,269
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
2,328,314
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
2,328,314
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,066,269
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 132,318
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,328,314
a Applied to 2023, but not more than line 2a 132,318
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 2024 distributable amount..... 2,066,269
e Remaining amount distributed out of corpus 129,727
5 Excess distributions carryover applied to 2024. 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 5 129,727
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		129,727
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 129,727
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
DUNHAM F JEWETT - DOROTHY R STARLIN
2727 ALLEN PARKWAY SUITE 1700
HOUSTON,TX770192125
(713) 739-7007
bThe form in which applications should be submitted and information and materials they should include:
ESSAY FORM (1) NAME/ADDRESS OF GRANTEE (2) QUAL AS 501(C)(3) ORG (3) PURPOSE FOR GRANT (4) % OF SUPPORT MONEY USED FOR PURPOSE
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LIMITS THE USAGE OF ITS FUNDS TO PURPOSES DIRECTLY CONNECTED WITH CLASSICAL VIOLIN PERFORMANCE AND STUDY ARTS.
Form 990-PF (2024)
Form 990-PF (2024)
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

ASPEN MUSIC FESTIVAL SCHOOL

2 MUSIC SCHOOL RD
ASPEN,CO81611 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 150,000

BOWDIN COLLEGE

6300 COLLEGE STATION
BRUNSWICK,ME04011 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 90,000

COLEMAN VIOLIN STUDIO

9502 4TH AVE NW
SEATTLE,WA98117 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 30,000

COLLEGE CONSERVATORY OF MUSIC

UNIVERSITY OF CINCINNATI
CINCINNATI,OH45221 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 100,000

CURTIS INSTITUTE OF MUSIC

1726 LOCUST ST
PHILADELPHIA,PA19103 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 105,000

ENCORE CHAMBER MUSIC INSTITUTE

PO BOX 181
GATES MILL,OH44080 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 18,500

FLORIDA STATE UNIVERSITY FOUNDATION

122 N COPELAND ST
TALLAHASSEE,FL32303 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 20,000

GREEN MOUNTAIN CHAMBER MUSIC FESTIVAL

4132 SNYDER DR
WINSTON SALEM,NC27127 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 20,800

HILTON HEAD SYMPHONY ORCHESTRA

PO DRAWER 5757
HILTON HEAD ISLAND,SC29938 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 4,000

KNEISEL HALL

PO BOX 648
BLUE HILL,ME04614 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 40,000

MEADOWMOUNT SCHOOL OF MUSIC

1424 CR 10
WESTPORT,NY12993 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 64,400

MUSIC ACADEMY OF THE WEST

1070 FAIRWAY ROAD
SANTA BARBARA,CA93108 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 60,000

NEW ENGLAND CONSERVATORY

290 HUNTINGTON AVE
BOSTON,MA02115 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 141,000

NORTHWESTERN UNIVERSITY

1801 HINMAR 2ND FLOOR
EVANSTON,IL60208 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 65,000

SALT LAKE MUSIC SCHOOL FOUNDATION DBA GIFTED MUSIC SCHOOL

PO BOX 9841
SALT LAKE CITY,UT84109 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 100,000

SAN FRANCISCO CONSERVATORY OF MUSIC

50 OAK STREET
SAN FRANCISCO,CA94102 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 38,000

SOUNDING POINT FOUNDATION

3062 N LOOP SPURWAY DRIVE
ANN ARBOR,MI48105 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 85,000

STARLING PROJECT FOUNDATION

549 HOWELL AVENUE
CINCINNATI,OH45220 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 250,000

STEANS MUSIC INSTITUTE

418 SHERIDAN ROAD
HIGHLAND PARK,IL60035 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 35,000

THE COLBURN SCHOOL

200 SOUTH GRANDE AVENUE
LOS ANGELES,CA90012 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 160,750

THE SHEPHARD SCHOOL OF MUSIC - RICE UNIVERSITY

6100 MAIN
HOUSTON,TX77005 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 200,000

UNIVERSITY OF COLORADO AT BOULDER

UCB
BOULDER,CO80309 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 166,000

UNIVERSITY OF MICHIGAN

500 S STATE ST
ANN ARBOR,MI48109 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 151,625

UNIVERSITY OF TEXAS AT AUSTIN

MUSIC BUILDING EAST
AUSTIN,TX78712 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 75,000

VANDERBILT UNIVERSITY

2400 BLAKEMORE AVE
NASHVILLE,TN37212 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 40,000

YELLOW BARN MUSIC SCHOOL AND FESTIVAL

91 OLD ROUTE 5
PUTNEY,VT05346 		NONE PC ADVANCEMENT OF VIOLIN STUDIES 25,000
Total .................................right arrow 3a 2,235,075
bApproved for future payment

COLLEGE CONSERVATORY OF MUSIC
UNIVERSITY OF CINCINNATI
CINCINNATI,OH45221 		NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 100,000

FLORIDA STATE UNIVERSITY FOUNDATION
122 N COPELAND ST
TALLAHASSEE,FL32303 		NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 28,594

NEW ENGLAND CONSERVATORY OF MUSIC
290 HUNTINGTON AVE
BOSTON,MA02115 		NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 246,862

NORTHWESTERN UNIVERSITY
1801 HINMAR 2ND FLOOR
EVANSTON,IL60208 		NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 126,905

SALT LAKE MUSIC SCHOOL FOUNDATION DBA GIFTED MUSIC SCHOOL
PO BOX 9841
SALT LAKE CITY,UT84109 		NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 100,000

SAN FRANCISCO CONSERVATORY OF MUSIC
50 OAK STREET
SAN FRANCISCO,CA94102 		NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 108,657

SOUNDING POINT FOUNDATION
3062 N LOOP SPURWAY DRIVE
ANN ARBOR,MI48105 		NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 80,000

STARLING PROJECT FOUNDATION
549 HOWELL AVENUE
CINCINNATI,OH45220 		NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 50,000

THE COLBURN SCHOOL
200 SOUTH GRANDE AVENUE
LOS ANGELES,CA90012 		NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 145,750

THE CURTIS INSTITUTE OF MUSIC
1762 LOCUST ST
PHILADELPHIA,PA19103 		NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 105,000

THE SHEPHARD SCHOOL OF MUSIC - RICE UNIVERSITY
6100 MAIN
HOUSTON,TX77005 		NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 200,000

UNIVERSITY OF COLORADO AT BOULDER
UCB
BOULDER,CO80309 		NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 140,000

UNIVERSITY OF MICHIGAN
500 S STATE ST
ANN ARBOR,MI48109 		NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 162,524

UNIVERSITY OF TEXAS AT AUSTIN
MUSIC BUILDING EAST
AUSTIN,TX78712 		NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 75,000

VANDERBILT UNIVERSITY
2400 BLAKEMORE AVE
NASHVILLE,TN37212 		NONE PC ADVANCEMENT OF VIOLIN STUDIES, SEE STATEMENT 9 71,485
Total ................................. right arrow 3b 1,740,777
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 790,501  
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 ..... 525990 1,023 14 39,528  
8 Gain or (loss) from sales of assets other than
inventory ............ 		180000 2,170,262      
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 2,171,285 830,029 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,001,314
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
DOROTHY RICHARD STARLING FOUNDATION
EIN:
74-6121656
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,600 2,880   720

TY 2024 GeneralExplanationAttachment
Name:
DOROTHY RICHARD STARLING FOUNDATION
EIN:
74-6121656
Identifier Return Reference Explanation
3. GRANTS AND CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT FORM 990-PF, PART XV, SUPPLEMENTARY INFORMATION NOTE: THE AMOUNTS ON FORM 990-PF PART XV, "3. GRANTS AND CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT" REPRESENT ESTIMATES OF THE FUTURE GRANTS AND CONTRIBUTIONS AND ARE SUBJECT TO CHANGE. ACTUAL PAYMENTS TO RECIPIENTS WILL BE DEPENDENT UPON FUTURE CONDITIONS.

TY 2024 InvestmentsCorpStockSchedule
Name:
DOROTHY RICHARD STARLING FOUNDATION
EIN:
74-6121656
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB LTD 8,266 21,484
ABB LTD SPON ADR 43,411 107,420
ACCELLERON INSUDTRIES AG 285 1,018
ADVANSIX INC 97 456
ALLSTATE CORP 6,925 192,790
AMERICAN EXPRESS COMPANY 17,422 148,395
AMPO PITTSBURGH CORP 1,586 1,045
ARCHER-DANIELS MIDLAND CO 18,596 30,312
AT&T INC 13,542 27,324
ATLANTA BRAVES HOLDINGS SER A 41,530 73,440
ATLANTA BRAVES HOLDINGS SER C 11 230
AUTONATION INC 15,081 33,968
BANK NEW YORK MELLON 25,780 38,415
BANK OF AMERICA CORP 70,028 175,800
BANK OF NEW YORK MELLON CORP 16,035 153,660
BANK OF NEW YORK MELLON CORP 8,056 153,660
BARRICK GOLD CORP 186,312 131,750
BARRICK GOLD CORP 22,042 15,500
BHP BILLITON PLC 26,885 29,298
BLACKSTONE GROUP LP 5,953 103,452
BOEING CO 36,819 53,100
BOEING CO 119,572 247,800
BOYD GAMING CORP 1,016 14,508
BRISTOL MYERS SQUIBB CO 49,635 395,920
BUNGE LIMITED COM 15,337 23,328
BUNGE LTD PFD 80,762 99,844
C T S CORPORATION 6,347 26,365
CAMECO CORP CAD COM 278,961 411,120
CANADIAN NATURAL RESOURCES 398,117 617,400
CANADIAN NATURAL RESOURCES LTD 7,889 18,522
CARRIER GLOBAL CORP 12,822 68,260
CHEVRON CORP 23,753 724,200
CHEVRON CORP 19,002 579,360
CHUBB CORP 601,395 1,496,717
CISCO SYSTEMS INC 42,346 118,400
CNH INDUSTRIAL NV 24,102 33,990
COCA-COLA COMPANY 11,936 24,904
COEUR MINING INC 14,257 8,008
CORNING INC 14,000 47,520
CORTEVA INC 32,694 97,402
DANIMER SCIENTIFIC INC 6,165 25
DEUTISCHE TELEKOM AG 18,339 29,850
DONALDSON COMPANY INC 8,175 26,940
ELI LILLY & CO 28,697 1,158,000
EMERSON ELECTRIC CO 45,141 123,930
ENBRIDGE INC 56,601 594,020
EVERGY INC 26,986 56,503
EXXON MOBIL CORP 41,438 1,828,690
EXXON MOBIL CORP 53,625 2,366,540
FLOWERS FOODS INC 13,157 12,396
FREEPORT MCMORAN COPPER & GOLD COM 165,728 190,400
FREEPORT-MCMORAN COPPER & GOLD 66,015 76,160
FREEPORT-MCMORAN COPPER & GOLD INC 134,140 152,320
GATX CORP 11,063 46,488
GE HEALTHCARE TECHNOLOGIES 26,276 16,261
GE HEALTHCARE TECHNOLOGIES INC 33,655 32,523
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 47,965 32,523
GENUINE PARTS CO 19,825 23,352
GLENCORE PLC SHS 249,389 134,505
GRAINGER W W INC 49,987 1,054,050
GROVE COLLABORATIVE HL CL A 12,955 425
GRUPO TELEVIS SA 65,946 15,120
HALLIBURTON COMPANY 43,673 67,975
HEWLETT PACKARD ENTERPRISE CO 22,290 32,025
HONEYWELL INTERNATIONAL INC 17,547 90,356
HUDBAY MINERALS INC 6,800 16,200
HYSTER-YALE MATERIAL HANDLING INC 38,089 40,744
IMPERIAL OIL LTD CAD 46,470 616,000
INCYTE CORP 40,172 34,535
INGREDION INC 142,525 687,800
INGREDION INC COM 38,590 68,780
INTEL CORP 113,920 70,175
INTERPUBLIC GRP CO 8,968 14,010
ISHARES SILVER TRUST 6,706 7,899
ITT CORP 6,774 42,864
IVECO GRP NV 3,611 5,754
JOHNSON & JOHNSON 12,968 28,924
JP MORGAN CHASE & CO COM 62,163 958,840
JPMORGAN CHASE & CO 48,669 647,217
KEYERA FACILITIES INCOME FD TR 232,514 1,136,965
KEYSIGHT TECHS 19,550 32,126
KINDER MORGAN HOLD CO LLC 110,033 115,929
KINDER MORGAN INC 161,866 137,000
KINROSS GOLD CORP NEW 12,125 37,080
LENNAR CORP CL B 19,090 53,917
LIBERTY BROADBAND CAP SERIES A 513 5,354
LIBERTY BROADBAND CORP COM SER C 2,834 14,130
LIBERTY MEDIA CORP DE LIVE SER C LLYVK 1,162 11,570
LIBERTY MEDIA CORP DEL COM LIBERTY LIVE SER A LLYVA 328 4,992
LIBERTY MEDIA CORP DEL FORMULA ONE SER A FWONA 218 6,051
LIBERTY MEDIA CORP DEL FORMULA ONE SER C FWONK 423 13,343
LINCOLN NATL CORP 36,945 63,420
LINDE PLC 490,350 1,256,010
MADISON SQUARE GARDEN ENTMT CORP CL A 1,875 6,266
MADISON SQUARE GARDEN SPORTS CORP 10,545 33,852
MANITOWOC CO INC NEW 10,204 7,304
MERCK & CO INC 37,356 49,740
MILLICOM INTL CELLULAR 100,068 100,040
MODINE MANUFACTURING CO 5,030 81,151
MONDELENZ INTL INC 9,421 29,863
MOSAIC CO 24,622 24,580
MOSAIC COMPANY 68,048 49,160
MUELLAR WATER PRODUCTS 11,957 22,500
MUELLER INDUSTRIES INC 14,722 79,360
MYERS INDUSTRIES INC 31,031 16,560
NATIONAL FUEL GAS CO 13,738 18,204
NATL-OILWELLVARCO INC 151,620 36,500
NEWMONT CORPORATION 30,705 27,245
NORTHERN TRUST CORP 28,358 61,500
OCCIDENTAL PETROLEUM CORP 67,743 39,528
OCEANEERING INTL INC 58,114 26,080
OTIS WORLDWIDE CORP 17,929 46,305
PARAMOUNT GLOBAL CL A 11,245 13,380
PARAMOUNT GLOBAL CL B 7,947 4,184
PERNOD RICARD 22,320 22,144
PFIZER INC 98,637 79,590
PFIZER INC 24,824 21,224
RESIDEO TECHNOLOGIES 522 1,521
RTX CORP 37,836 115,720
RYMAN HOSPITALITY PPTYS 12,008 104,340
SCHLUMBERGER LTD COM 88,261 52,066
SCRIPPS E W CO OHIO CLASS A NEW 1,011 1,143
SHELL PLC 104,374 100,240
SHELL PLC 125,846 125,300
SHELL PLC SON ADR 396,561 375,900
SONY CORP 8,987 52,900
SPHERE ENTERTAINMENT 1,617 7,096
STATE STR CORP 23,312 49,075
STRATTEC SEC CORP 33,733 41,200
SUNCOR ENERGY INCORPORATED NEW 497,176 499,520
TEGNA INC 7,969 9,145
TELEPHONE & DATA SYS INC NEW 38,975 68,220
TEXTRON INC 37,467 68,841
TOURMALIE OIL CORP 19,747 46,278
TOURMALINE OIL CORP 106,996 184,960
TOURMALINE OIL CORP 185,706 231,200
TRATON SE 14,330 16,800
UNITED STATES CELLULAR 67,862 137,984
VALARIS PLC CLASS A 37 0
VALMONT IND INC 21,999 61,334
VANECK VECTORS GOLD MINERS ETF 11,437 13,564
VODAPHONE GROUP PLC 44,740 16,980
WABTEC CORPORATION 4,137 10,048
WARNER BROTHERS DISCOVERY INC SER A 11,207 13,741
WOODSIDE ENERGY GROUP LTD 9,834 7,800
XYLEM INC 53,166 232,040
XYLEM INC 10,145 34,806
XYLEM INC 17,618 81,214
ASTEC INDUSTRIES INC 9,567 10,080
DUCOMMUN INC 11,402 12,732
INNOVEX INTL INC 12,396 6,985
KEURIG DR DEPPER INC 0 22,484
LIBERTY SERIUS XM HOLDINGS INC NEW SIRI 9,414 22,800
PATTERSON COMPANIES INC 8,234 12,344
SINCLAIR INC CL A 24,561 19,368
THE CAMPBELL'S COMPANY 19,977 20,940
KLAVIYO INC SER A 25,904 32,003
BHP GROUP LIMITED 59,598 48,830
GE AEROSPACE 144,418 208,488
GE VERNOVA LLC 37,679 102,626
MERCK & CO INC 57,543 49,740
NEWMONT CORPORATION 124,835 111,660
DANIMER SCIENTIFIC 25 WTS 1,655 6
GE AEROSPACE 79,568 104,244
GE VERNOVA LLC 20,184 51,313
LYNAS RARE EARTH MINERALS 2,492 1,194
GE AEROSPACE 101,912 208,488
GE VERNOVA LLC 25,856 102,626

TY 2024 InvestmentsOtherSchedule2
Name:
DOROTHY RICHARD STARLING FOUNDATION
EIN:
74-6121656
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALLIANCE BERNSTEIN DELAWARE BUSINESS TRUST AT COST 1,128,090 1,475,990
ATLANTIC INVESTMENTS AT COST 500,000 573,662
INTEREST RECEIVABLE AT COST 20,398 20,398
JPM EAFE AT COST 225,701 264,322
JPM USACE AT COST 702,583 1,188,440
KKR EUROPEAN FUND AT COST 8,649 8,649
MS ALKEON AT COST 500,000 701,044
MS ALKEON INNOVATION 2 AT COST 886,911 754,737
STANLEY CAPITAL AT COST 3,353,682 8,523,844

TY 2024 OtherExpensesSchedule
Name:
DOROTHY RICHARD STARLING FOUNDATION
EIN:
74-6121656
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKS & PUBLICATIONS 16,801 15,900   901
INSURANCE 3,688 0   3,688
INVESTMENT EXPENSE 673 673   0
MISCELLANEOUS EXPENSE 12,930 0   12,930


TY 2024 OtherIncomeSchedule2
Name:
DOROTHY RICHARD STARLING FOUNDATION
EIN:
74-6121656
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
DISTRIBUTIONS 1,023 1,023 1,023
OTHER INVESTMENT INCOME 39,528 39,528 39,528


TY 2024 OtherProfessionalFeesSchedule
Name:
DOROTHY RICHARD STARLING FOUNDATION
EIN:
74-6121656
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAL FEES 82,484 82,484   0


TY 2024 TaxesSchedule
Name:
DOROTHY RICHARD STARLING FOUNDATION
EIN:
74-6121656
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 32,468 32,468   0
EXCISE TAXES 39,502 0   0