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
THE BRUCE E AND ROBBI S TOLL FOUNDATION
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)754 SOUTH COUNTY ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PALM BEACH, FL33480
A Employer identification number

23-2667935
B Telephone number (see instructions)

(215) 938-8222
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$48,422,120J 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... 561,242 561,242  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,777,915
b Gross sales price for all assets on line 6a 6,162,190
7 Capital gain net income (from Part IV, line 2)... 1,777,915
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
-273,158 253,182  
12 Total. Add lines 1 through 11........ 2,065,999 2,592,339  
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
46,358 46,358   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,521 9,521   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
538,779 538,028   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 594,658 593,907   0
25 Contributions, gifts, grants paid....... 1,573,473 1,573,473
26 Total expenses and disbursements. Add lines 24 and 25 2,168,131 593,907   1,573,473
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -102,132
b Net investment income (if negative, enter -0-) 1,998,432
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............. 289,479 800,294 800,294
2 Savings and temporary cash investments......... 677,148 417,449 417,449
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)....... 21,639,732 Click to see attachment
List of Attached Documents:
// Content
21,312,374 		24,822,252
c Investments—corporate bonds (attach schedule)....... 8,135,479 Click to see attachment
List of Attached Documents:
// Content
8,241,069 		11,676,638
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).......... 10,585,322 Click to see attachment
List of Attached Documents:
// Content
9,989,289 		11,182,380
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
-423,910 		Click to see attachment
List of Attached Documents:
// Content
-476,893 		Click to see attachment
List of Attached Documents:
// Content
-476,893
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 40,903,250 40,283,582 48,422,120
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
32,250 		Click to see attachment
List of Attached Documents:
// Content
15,000
23 Total liabilities (add lines 17 through 22)......... 32,250 15,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 40,871,000 40,268,582
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)..... 40,871,000 40,268,582
30 Total liabilities and net assets/fund balances (see instructions). 40,903,250 40,283,582
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
40,871,000
2
Enter amount from Part I, line 27a .....................
2
-102,132
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
40,768,868
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
500,286
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
40,268,582
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 MERRILL LYNCH X04G26 P   2024-12-31
b MERRILL LYNCH X04G26 P   2024-12-31
c CHARLES SCHWAB X0759 P   2024-12-31
d MERRILL LYNCH X2898 P   2024-12-31
e MERRILL LYNCH X2898 P   2024-12-31
SHORT TERM CAPITAL GAINS FROM K-1S P   2024-12-31
LONG TERM CAPITAL GAINS FROM K1 P   2024-12-31
CAPITAL GAINS DIVIDENDS P    
(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 1,292,364   1,256,789 35,575
b 3,521,829   2,264,404 1,257,425
c 834,846   391,387 443,459
d 361,571   359,862 1,709
e 111,104   109,981 1,123
    1,852 -1,852
39,078     39,078
1,398     1,398
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       35,575
b       1,257,425
c       443,459
d       1,709
e       1,123
      -1,852
      39,078
      1,398
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 1,777,915
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 27,778
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 27,778
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 27,778
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 20,000
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 20,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 7,778
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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 arrowPA
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
Yes
 
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 arrowTHE ORGANIZATION Telephone no.right arrow (215) 938-8024

Located atright arrow754 SOUTH COUNTY ROADPALM BEACHFL ZIP+4right arrow33480
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)
 
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 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
BRUCE E TOLL PRESIDENT
1.00 		0 0 0
754 S COUNTY ROAD
PALM BEACH,FL33480
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  
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 (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
29,585,565
b
Average of monthly cash balances.......................
1b
666,391
c
Fair market value of all other assets (see instructions)................
1c
16,563,544
d
Total (add lines 1a, b, and c).........................
1d
46,815,500
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
46,815,500
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
702,233
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
46,113,267
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,305,663
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
2,305,663
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
27,778
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
27,778
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,277,885
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,277,885
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
2,277,885
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
1,573,473
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
1,573,473
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 2,277,885
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 410,762
b From 2020...... 757,458
c From 2021...... 344,379
d From 2022......  
e From 2023...... 182,901
f Total of lines 3a through e ........ 1,695,500
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,573,473
a Applied to 2023, but not more than line 2a 0
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..... 1,573,473
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 704,412 704,412
(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 5 991,088
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 ...... 		991,088
10 Analysis of line 9:
a Excess from 2020.... 463,808
b Excess from 2021.... 344,379
c Excess from 2022....  
d Excess from 2023.... 182,901
e Excess from 2024....  
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).)
BRUCE E TOLL
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 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 (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

ABINGTON POLICE PENSION ASSOCIATION

POBOX 315
ABINGTON,PA19001 		NONE PC GENERAL SUPPORT GRANT 1,000

AKITV AGAINST CANCER

C/O WCPG 300 WEST 246TH ST
RIVERDALE,NY10471 		NONE PC GENERAL SUPPORT GRANT 2,000

AMERICAN ENTERPRISE INSTITUTE

1789 MASSACHUSETTS AVE NW
WASHINGTON,DC20036 		NONE PC GENERAL SUPPORT GRANT 10,000

AMERICAN FRIENDS OF SHEBA MEDICAL CENTER

575 MADISON AVE 10TH FLOOR
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT GRANT 5,000

AMERICAN FRIENDS OF THE HEBREW UNIVERSITY(AFHU)

1 BATTERY PL
NEW YORK,NY10004 		NONE PC GENERAL SUPPORT GRANT 50,000

AMERICAN FRIENDS OF THE ISRAEL MUSEUM

505 5TH AVE
NEW YORK,NY10110 		NONE PC GENERAL SUPPORT GRANT 130,000

BAPTISH HEALTH FOUNDATION

6855 RED ROAD
CORAL GABLES,FL33143 		NONE PC GENERAL SUPPORT GRANT 500

BETH SHOLOM CONGREGATION

8231 OLD YORK RD
ELKINS PARK,PA19027 		NONE PC GENERAL SUPPORT GRANT 13,457

BIRTHRIGHT ISRAEL FOUNDATION

711 3RD AVE 10TH FLOOR
NEW YORK,NY10017 		NONE PC GENERAL SUPPORT GRANT 10,000

COLEL CHABAD

806 EASTER PARKWAY
BROOKLYN,NY11213 		NONE PC GENERAL SUPPORT GRANT 20,000

DAVID HOROWITZ FREEDOM CENTER

14148 MAGNOLIA BLVD 100
SHERMAN OAKS,CA91423 		NONE PC GENERAL SUPPORT GRANT 1,000

ELIZABETH & MATTHEW FEUER CHARITABLE FUND

1801 N MILITARY TRAIL 200
BOCA RATON,FL33431 		NONE PC GENERAL SUPPORT GRANT 150,000

FOUNDCARE INC

2330 S CONGRESS AVENUE
WEST PALM BEACH,FL33406 		NONE PC GENERAL SUPPORT GRANT 2,000

FREEDOM FOUNDATION

PO BOX 552
OLYMPIA,WA98507 		NONE PC GENERAL SUPPORT GRANT 10,000

FRIENDS OF THE ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK,NY10163 		NONE PC GENERAL SUPPORT GRANT 6,000

GUGGENHEIM MUSEUM

1071 FIFTH AVENUE
NEW YORK,NY10128 		NONE PC GENERAL SUPPORT GRANT 150

JAZZ AT LINCOLN CENTER

10 COLUMBUS CIR
NEW YORK,NY10023 		NONE PC GENERAL SUPPORT GRANT 10,300

JENKINTOWN LIBRARY

460 YORK RD
JENKINTOWN,PA19046 		NONE PC GENERAL SUPPORT GRANT 500

JENNIFER & BRETT SCHULMAN CHARITABLE FUND

1801 N MILITARY TRAIL 200
BOCA RATON,FL33431 		NONE PC GENERAL SUPPORT GRANT 150,000

JEWISH FEDERATION OF PALM BEACH COUNTY

4601 COMMUNITY DR
WEST PALM BEACH,FL33417 		NONE PC GENERAL SUPPORT GRANT 56,625

KRAVIS CENTER

701 OKEECHOBEE BLVD
WEST PALM BEACH,FL33401 		NONE PC GENERAL SUPPORT GRANT 3,000

LINCOLN CENTER FOR THE PERFORMING ARTS

10 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		NONE PC GENERAL SUPPORT GRANT 35,000

MEALS ON WHEELS OF THE PALM BEACHES

1300 S OLIVE AVE STE 210
WEST PALM BEACH,FL33401 		NONE PC GENERAL SUPPORT GRANT 1,000

METROPOLITAN MUSEUM OF ART

1000 5TH AVE
NEW YORK,NY10028 		NONE PC GENERAL SUPPORT GRANT 210

MICHELLETOLL & WILLIAMO'FLANAGAN CHARITABLE FUND

1801 N MILITARY TRAIL 200
BOCA RATON,FL33431 		NONE PC GENERAL SUPPORT GRANT 150,000

MORSE LIFE FOUNDATION

4920 LORING DR
WEST PALM BEACH,FL33417 		NONE PC GENERAL SUPPORT GRANT 25,000

MOVING TRADITIONS

8380 OLD YORK ROAD SUITE 4300
ELKINS PARK,PA19027 		NONE PC GENERAL SUPPORT GRANT 5,000

MULTIPLE MYELOMA RESEARCH FOUNDATION

383 MAIN AVE 5TH FL
NORWALK,CT68510 		NONE PC GENERAL SUPPORT GRANT 5,000

MUSEUM OF MODERN ART

11 W 53RD ST
NEW YORK,NY10019 		NONE PC GENERAL SUPPORT GRANT 7,500

NANTUCKET BOYS & GIRLS CLUB

61 SPARKS AVE
NANTUCKET,MA02554 		NONE PC GENERAL SUPPORT GRANT 7,500

NANTUCKET COTTAGE HOSPITAL

57 PROSPECT ST
NANTUCKET,MA02554 		NONE PC GENERAL SUPPORT GRANT 25,000

NATIONAL LIBERTY MUSEUM

321 CHESTNUT ST
PHILADELPHIA,PA19106 		NONE PC GENERAL SUPPORT GRANT 3,000

NEW YORK JUNIOR TENNIS & LEARNING

36-36 33RD ST SUITE 504
LONG ISLAND CITY,NY11106 		NONE PC GENERAL SUPPORT GRANT 950

NORTON MUSEUM OF ART

1451 S OLIVE AVE
WEST PALM BEACH,FL33401 		NONE PC GENERAL SUPPORT GRANT 70,000

PALM BEACH CIVIC ASSOCIATION

139 N COUNTY RD 33
PALM BEACH,FL33480 		NONE PC GENERAL SUPPORT GRANT 500

PALM BEACH COUNTRY CLUB FOUNDATION

760 N OCEAN BLVD
PALM BEACH,FL33480 		NONE PC GENERAL SUPPORT GRANT 2,000

PALM BEACH POLICE FOUNDATION

139 N COUNTY RD
PALM BEACH,FL33480 		NONE PC GENERAL SUPPORT GRANT 15,500

PALM BEACH SYNAGOGUE

120 N COUNTY ROAD
PALM BEACH,FL33480 		NONE PC GENERAL SUPPORT GRANT 7,600

PATRONS OF THE ARTS IN VATICAN MUSEUMS

1011 1ST AVE
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT GRANT 11,200

PHILADELPHIA MUSEUM OF ART

2600 BENJAMIN FRANKLIN PWY
PHILADELPHIA,PA19130 		NONE PC GENERAL SUPPORT GRANT 60,000

PROJECT HOME

2826 W DIAMOND STREET
PHILADELPHIA,PA19121 		NONE PC GENERAL SUPPORT GRANT 5,000

PROMISE FUND OF FLORIDA

340 ROYAL PONCIANA WAY
PALM BEACH,FL33480 		NONE PC GENERAL SUPPORT GRANT 10,000

SECOND ALARMERS RESCUE SQUAD

307 DAVISVILLE RD
WILLOW GROVE,PA19090 		NONE PC GENERAL SUPPORT GRANT 100

SOUTH FLORIDA PBS

3401 S CONGRESS AVENUE
BOYNTON BEACH,FL33426 		NONE PC GENERAL SUPPORT GRANT 500

THE BARNES FOUNDATION

2025 BENJAMIN FRANKLIN PKWY
PHILADELPHIA,PA19130 		NONE PC GENERAL SUPPORT GRANT 60,000

THE JEWISH MUSEUM

101 S INDEPENDENCE MALL E
PHILADELPHIA,PA19106 		NONE PC GENERAL SUPPORT GRANT 3,600

THE SOCIETY OF THE FOUR ARTS

2 4 ARTS PLAZA
PALM BEACH,FL33480 		NONE PC GENERAL SUPPORT GRANT 25,000

THOMAS JEFFERSON UNIVERSITY HOSPITALS

111S 11TH ST
PHILADELPHIA,PA19107 		NONE PC GENERAL SUPPORT GRANT 500

TOWN OF PALM BEACH UNITED WAY-TOCQUEVILLE SOCIETY

44 COCOANUT ROW M201
PALM BEACH,FL33480 		NONE PC GENERAL SUPPORT GRANT 25,050

UJA FEDERATION OF NEW YORK

130 E 59TH ST
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT GRANT 2,000

UNITED STATES HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PL SW
WASHINGTON,DC20024 		NONE PC GENERAL SUPPORT GRANT 10,000

WENDY & DOUGLAS CHARITABLE FOUNDATION

1801 N MILITARY TRAIL 200
BOCA RATON,FL33431 		NONE PC GENERAL SUPPORT GRANT 150,000

WHITNEY MUSEUM OF AMERICA ART

99 GANSEVOORT ST
NEW YORK,NY10014 		NONE PC GENERAL SUPPORT GRANT 300

WEITZMAN NMAJH

101 S INDEPENDENCE MALL E
PHILADELPHIA,PA19106 		NONE PC GENERAL SUPPORT GRANT 10,000

WHYY

150 N 6TH STREET
PHILADELPHIA,PA19106 		NONE PC GENERAL SUPPORT GRANT 1,000

UNIVERSITY OF SOUTHERN CALIFORNIA

POBOX 2155
LOS ANGELES,CA90051 		NONE PC GENERAL SUPPORT GRANT 20,000

UPPER DUBLIN PROM

PO BOX 47
FORT WASHINGTON,PA19034 		NONE PC GENERAL SUPPORT GRANT 500

USC SHOAH FOUNDATION INSTITUTE

1150 S OLIVE STREET SUITE 2400
LOS ANGELES,CA90015 		NONE PC GENERAL SUPPORT GRANT 10,000

SECURE AMERICA

410 NICKERSON FARMS ROAD
SEGUIN,TX78155 		NONE PC GENERAL SUPPORT GRANT 10,000

PRINCETON UNIVERSITY

PO BOX 15
PRINCETON,NJ08542 		NONE PC GENERAL SUPPORT GRANT 250

NANTUCKET POLICE CHAR ASSOC

POBOX 1297
NATUCKET,MA02554 		NONE PC GENERAL SUPPORT GRANT 100

LINCOLN CENTER THEATER

150 W 65TH ST
NEW YORK,NY10023 		NONE PC GENERAL SUPPORT GRANT 2,500

LA SALLE COLLEGE HIGH SCHOOL

8605 CHELTENHAM AVENUE
WYNDMOOR,PA19038 		NONE PC GENERAL SUPPORT GRANT 5,000

LATINO ACTION FOUNDATION

13 BIRCH DR
FREEHOLD,NJ07728 		NONE PC GENERAL SUPPORT GRANT 5,000

HARMONIE PRESERVATION FOUNDATION

4 E 60TH ST
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT GRANT 10,001

HEALTH CORPS

401 PARK AVE S FL 10
NEW YORK CITY,NY10016 		NONE PC GENERAL SUPPORT GRANT 5,000

HEARING THE OVARIAN CANCER WHISPER

12221 MERIT DRIVE SUITE 1950
DALLAS,TX75251 		NONE PC GENERAL SUPPORT GRANT 3,000

FREEDOM CENTER

1890 N MARKET ST SUITE 203
FREDERICK,MD21701 		NONE PC GENERAL SUPPORT GRANT 500

ETEAMSPONSOR INC

1390 WILLOW PASS RD SUITE 210
CONCORD,CA94520 		NONE PC GENERAL SUPPORT GRANT 250

DOLPHINS CYCLING CHALLENGE

347 DON SHULA DRIVE
MIAMI GARDENS,FL33056 		NONE PC GENERAL SUPPORT GRANT 600

DANA FARBER JIMMY FOUNDATION

450 BROOKLINE AVENUE
BOSTON,MA02215 		NONE PC GENERAL SUPPORT GRANT 1,000

AMERICAN HOSPITAL OF PARIS FOUNDATION

575 MADISON AVENUE 10TH FLOOR
NEW YORK,NY10022 		NONE PC GENERAL SUPPORT GRANT 1,000

ALZHEIMER'S ASSOCIATION

POBOX 96011
WASHINGOTN,DC20090 		NONE PC GENERAL SUPPORT GRANT 250

ABINGTON HEALTH FOUNDATION

1101 MARKET ST SUITE 2004
PHILADELPHIA,PA19107 		NONE PC GENERAL SUPPORT GRANT 129,980

ABINGTON PAL

1166 OLD YORK RD
ABINGTON,PA19001 		NONE PC GENERAL SUPPORT GRANT 1,000

UNITED WAY OF PALM BEACH

477 S ROSEMARY AVE SUITE 230
WEST PALM BEACH,FL33401 		NONE PC GENERAL SUPPORT GRANT 1,000
Total .................................right arrow 3a 1,573,473
bApproved for future payment
Total ................................. right arrow 3b 0
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 .... 900001 5,185 14 556,057  
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 ..... 900001   01 253,182  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,777,915  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aNET INVESTMENT INCOME 		900001 -327,924      
bUNRELATED BUSINESS TAXABLE INCOME FROM K-1S - OTHER INCOME 900001 101      
cNON-TAXABLE INCOME FROM K-1S 900001 1      
dORDINARY INCOME FROM K-1S     01 -198,518  
e
12 Subtotal. Add columns (b), (d), and (e) .. -322,637 2,388,636 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,065,999
(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:
THE BRUCE E AND ROBBI S TOLL FOUNDATION
 
FOUNDATION
EIN:
23-2667935
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEEES 46,358 46,358   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE BRUCE E AND ROBBI S TOLL FOUNDATION
 
FOUNDATION
EIN:
23-2667935
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 34,063 34,855
AMERICAN EXPRESS CO 35,579 36,084
AMERICAN TOWER CORP 38,202 37,867
AMGEN INC 11/16/23 40,965 42,669
AT&T INC 36,768 38,560
BAT CAPITAL CORP 43,134 45,935
BAT CAPITAL CORP 24,330 24,190
BROADCOM INC 25,102 25,232
CAPITAL ONE FINANCIAL CO 45,520 48,262
CHARLES SCHWAB CORP 26,320 26,060
CHARLES SCHWAB CORP 44,678 47,833
CHENIERE ENERGY PARTNERS 34,065 33,886
CITIGROUP INC 33,912 34,780
CROWN CASTLE INTL CORP 53,009 56,690
CSX CORP 11/16/23 37,450 38,747
CVS HEALTH CORP 38,734 40,775
DUKE ENERGY CORP 18,772 19,206
ENTERPRISE PRODUCTS OPER 38,599 39,616
FIFTH THIRD BANCORP 46,040 48,396
FISERV INC 28,219 28,148
GENERAL MILLS INC 38,264 39,168
GENERAL MOTORS FINL CO 20,216 20,403
GENERAL MOTORS FINL CO 49,357 51,000
GILEAD SCIENCES INC 39,026 39,946
GLOBAL PAYMENTS 45,043 47,931
GOLDMAN SACHS GROUP INC 14,802 14,991
HCA INC 49,665 50,665
ISHARES RS 2000 VALUE 376,966 499,569
ISHARES RUSSELL 1000 729,524 1,048,391
ISHARES RUSSELL 1000 502,544 1,186,267
ISHARES S&P 100 351,650 1,145,579
ISHARESRS 2000 GROWTH 394,602 526,711
JPMORGAN CHASE & CO 38,058 39,389
JPMORGAN CHASE & CO 30,563 30,510
KINDER MORGAN INC 47,799 49,068
KRAFT HEINZ FOODS CO 11/16/23 38,177 39,192
LOWE'S COS INC 38,241 40,259
MARSH & MCLEAN 48,730 49,902
MEDTRONIC GLOBAL HLDINGS 38,750 39,501
MORGAN STANLEY 38,897 39,836
MORGAN STANLEY 11/16/23 36,030 38,341
MPLX LP 11/16/23 38,114 39,406
NETFLIX COM INC 41,043 41,450
NEXTERA ENERGY CAPITAL 40,243 42,520
NISOURCE INC 45,933 48,768
NORTHROP GRUMMAN CORP 41,752 43,016
ORACLE CORP 24,635 24,149
PNC FINANCIAL SERVICES 25,604 25,437
ROYAL BANK OF CANADA 31,588 33,486
SOUTHERN CO 30,252 30,608
SYNCHRONY FINANCIAL 24,917 24,900
T-MOBILE USA INC 11/16/23 37,854 39,078
TORONTO-DOMINION BANK 40,191 42,513
UNITED TECHNOLOGIES CORP 37,664 38,933
US BANCORP 48,650 49,494
USD ROGERS COMMUNIC 24,602 24,841
VANGUARD DIVIDEND 900,692 1,614,031
VANGUARD FTSE EMERGING 510,437 524,164
VANGUARD VALUE ETF 666,604 1,048,814
VANGUARDFTSEDEVELOPED 1,764,680 1,978,648
VERIZON COMMUNICATIONS 11/16/23 38,533 39,549
VIRGINIA ELEC & POWER CO 33,761 34,787
WASTE MANAGEMENT INC 30,026 29,815
WILLIAMS COMPANIES INC 39,926 39,704
WORKDAY INC 11/16/23 33,003 34,117

TY 2024 InvestmentsCorpStockSchedule
Name:
THE BRUCE E AND ROBBI S TOLL FOUNDATION
 
FOUNDATION
EIN:
23-2667935
Name of Stock End of Year Book Value End of Year Fair Market Value
15000 SHARES OF ORACLE CORP 1,292,144 2,499,600
30000 SHARES OF VERANO HOLDINGS CORP 563,043 37,350
800000 SHARES OF INTERLINK ELECTRONICS INC 720,000 748,200
ABBVIE INC 269,856 254,644
ADYEN N.V. SHS 374,779 293,200
AGNICO EAGLE MINES LTD 88,174 108,086
ALPHABETINC 331,730 524,361
AMAZONCOM 255,360 383,274
AMPHENOL CORP 175,925 248,562
APPLEINC 475,394 979,393
BARON USA PARTNERS LTD 3,300,000 3,300,000
BLACKROCKINC 224,054 313,684
BOSTON SCIENTIFIC CORP 183,408 327,715
BROADCOM INC 131,625 357,961
CENCORA INC 118,144 112,340
CONOCOPHILLIPSCOP 68,307 107,798
COSTCOWHOLESALE 212,953 375,671
ELI LILLY & CO 161,564 211,528
ENTERGY CORP NEW 175,863 203,501
EXXON MOBIL CORP COM 292,653 272,260
FERRARI NV 121,129 171,211
HILTONWORLDWIDE 121,495 199,705
HOMEDEPOT 205,096 243,119
HONEYWELLINTL 117,172 124,917
HOWMET AEROSPACE INC 97,454 175,539
INTERCONTINENTAL 172,303 165,848
INVESTMENT IN AMCP AIV 2,649,852 2,649,852
JOHNSON CONTROLS INTER 183,274 189,590
JPMORGANCHASE 228,248 412,541
KENVUE INC 59,459 60,634
MARTIN MARIETTA MATLS 152,947 130,675
MCDONALDS CORP 169,391 173,644
METRO BANK HOLDINGS PLC 454,619 412,895
MICROSOFTCORP 497,911 908,754
NETFLIX COM INC 121,994 253,135
NVIDIA 261,449 832,329
OCCIDENTAL PETE CORP CAL 739,073 592,920
PALO ALTO NETWORKS INC COM 120,958 201,976
PARAMOUNT GLOBAL 1,994,537 495,804
PARKERHANNIFIN 179,072 342,184
PROCTER & GAMBLE CO 234,377 242,254
PROGRESSIVE CRP OHIO 117,599 227,630
PROLOGISINC 182,170 160,770
PRUDENTIAL FINANCIAL INC 805,665 1,185,300
ROSS STORES INC COM 171,154 196,954
S&P GLOBAL INC 256,609 297,324
SCHLUMBERGER LTD 65,609 55,785
SERVICENOW INC 149,760 272,451
TESLA INC 103,624 226,150
UNIONPACIFIC 110,479 111,968
UNITED RENTALS INC COM 110,327 155,681
VISAINC 262,029 393,786
WALMARTINC 203,503 380,193
WELLTOWER INC WELL 115,863 173,795
WSTN DIGITAL CORP DEL 182,960 170,661
ZOETISINC 178,237 175,150

TY 2024 InvestmentsOtherSchedule2
Name:
THE BRUCE E AND ROBBI S TOLL FOUNDATION
 
FOUNDATION
EIN:
23-2667935
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
A&M CAPITAL OPPORTUNITIES FUND, LP AT COST 228,908 228,908
A&M CAPITAL PARTNERS LP AT COST 36,814 36,814
AMCO CLASSIC AIV LP AT COST 81,042 81,042
AMCO HBS AIV LP AT COST 130,053 130,053
AMCO OPTICS AIV LP AT COST 4,215 4,215
AMCO PLASTICS AIV, LP AT COST 8,065 8,065
AMCO SFD AIV LP AT COST 178,780 178,780
BARON X LP AT COST 3,432,916 3,432,916
BEACON CAPITAL STRATEGIC PARTNERS 8 LP AT COST 1,422,171 823,497
BLACKSTONE REAL ESTATE PARTNERS AT COST 50,341 50,341
BROOK VENTURE FUND II, L.P. AT COST 583 583
MONARCH CAPITAL PARTNERS III LP AT COST 106,932 405,894
NB REAL ESTATE SECONDARY OPPORTUNITIES FUND LP AT COST 754,525 1,353,399
PROTECT ANIMALS WITH SATELLITE LLC AT COST 881,789 881,789
RC GLOBAL ENERGY AND POWER AT COST 13,782 13,782
RIVER OAK REALTY FUND IV, LLC AT COST 9,151 9,151
SILAS CAPITAL XVI LLC AT COST 741,521 741,521
SILVERPEAK LEGACY FUND II LP F AT COST 2,424 2,424
SILVERPEAK LEGACY PENSION PARTNERS III LP AT COST 540,723 540,723
TRILANTIC CAPITAL PARTNERS VI FUND LP AT COST 1,364,554 2,258,483

TY 2024 OtherAssetsSchedule
Name:
THE BRUCE E AND ROBBI S TOLL FOUNDATION
 
FOUNDATION
EIN:
23-2667935
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
K-1 DISRIB / DIVIDENDS RECEIVABLE 54,379 55,520 55,520
AMCO CRASH AIV LP -319,029 -319,103 -319,103
AMCO IHB AIV, LP -18,267 -22,065 -22,065
FSMP II TRUST -40,141 -40,141 -40,141
AMCO CAR WASH AIV LP -100,852 -151,104 -151,104


TY 2024 OtherDecreasesSchedule
Name:
THE BRUCE E AND ROBBI S TOLL FOUNDATION
 
FOUNDATION
EIN:
23-2667935
Description Amount
K-1 BOOK TO TAX DIFFERENCES / UNREALIZED GAIN (LOSSES) 500,286


TY 2024 OtherExpensesSchedule
Name:
THE BRUCE E AND ROBBI S TOLL FOUNDATION
 
FOUNDATION
EIN:
23-2667935
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK SERVICE FEES 210 210   0
MANAGEMENT/INVESTMENT FEES FROM BROKERAGE 222,410 222,410   0
DEDUCTIONS FROM K-1S 390,436 315,408   0
OTHER EXPENSES -378 0   0
TAXES PAID REFUND -73,899 0   0


TY 2024 OtherIncomeSchedule2
Name:
THE BRUCE E AND ROBBI S TOLL FOUNDATION
 
FOUNDATION
EIN:
23-2667935
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME FROM K-1S 258,126 258,126 258,126
ROYALTY INCOME FROM K-1S 156 156 156
RENTAL INCOME FROM PARTNERSHIPS -5,100 -5,100 -5,100
NET INVESTMENT INCOME -327,924   -327,924
UNRELATED BUSINESS TAXABLE INCOME FROM K-1S - OTHER INCOME 101   101
NON-TAXABLE INCOME FROM K-1S 1   1
ORDINARY INCOME FROM K-1S -198,518   -198,518


TY 2024 OtherLiabilitiesSchedule
Name:
THE BRUCE E AND ROBBI S TOLL FOUNDATION
 
FOUNDATION
EIN:
23-2667935
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD PAYABLE 32,250 15,000


TY 2024 TaxesSchedule
Name:
THE BRUCE E AND ROBBI S TOLL FOUNDATION
 
FOUNDATION
EIN:
23-2667935
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES FROM BROKERAGE 9,175 9,175   0
FOREIGN TAXES FROM K-1S 346 346   0