Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 11-01-2012 , and ending 10-31-2013
Name of foundation
THE ANGELO AND MARGARET DIPONIO
FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)14800 FARMINGTON ROADROOM/SUITE 102Room/suite
City or town, state, and ZIP code
LIVONIA, MI48154
A Employer identification number

38-2828486
B Telephone number (see instructions)

(734) 458-1980
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,455,389
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
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 bullet
3 Interest on savings and temporary cash investments 1,879 1,875 1,879
4 Dividends and interest from securities...... 84,025 84,025 84,025
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 241,644
b Gross sales price for all assets on line 6a 1,273,824
7 Capital gain net income (from Part IV, line 2)... 6,198
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).......      
12 Total. Add lines 1 through 11........ 327,548 92,098 85,904
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 10,420 10,420 10,420 10,420
b Accounting fees (attach schedule)....... 3,750 3,750 3,750 3,750
c Other professional fees (attach schedule).... 37,319 37,319 37,319 37,319
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 251 251 251 251
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 20 20 20 20
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 51,760 51,760 51,760 51,760
25 Contributions, gifts, grants paid........ 266,500 266,500
26 Total expenses and disbursements. Add lines 24 and 25 318,260 51,760 51,760 318,260
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,288
b Net investment income (if negative, enter -0-) 40,338
c Adjusted net income (if negative, enter -0-)... 34,144
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
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............... 174,034 191,073 191,073
2 Savings and temporary cash investments.......... 1,210,003 632,424 632,424
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
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)........ 1,321,565 Click to see attachment2,131,138 2,131,138
c Investments—corporate bonds (attach schedule)........ 610,486 Click to see attachment587,711 587,711
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 781,343 Click to see attachment911,043 911,043
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,568 Click to see attachment2,000 Click to see attachment2,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,098,999 4,455,389 4,455,389
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 bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 4,098,999 4,455,389
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,098,999 4,455,389
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,098,999 4,455,389
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 4,098,999
2 Enter amount from Part I, line 27a..................... 2 9,288
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 347,102
4 Add lines 1, 2, and 3.......................... 4 4,455,389
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,455,389
Form 990-PF (2012)
Form 990-PF (2012)
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.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 6,198
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
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 149,063 3,949,402 0.037743
2010 43,873 3,792,207 0.011569
2009 61,546 3,519,275 0.017488
2008 35,540 3,154,510 0.011266
2007 340,329 3,739,727 0.091004
2 Total of line 1, column (d) ...................... 2 0.169070
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.033814
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 4,211,279
5 Multiply line 4 by line 3....................... 5 142,400
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 403
7 Add lines 5 and 6......................... 7 142,803
8 Enter qualifying distributions from Part XII, line 4.............. 8 318,260
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 403
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 403
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 403
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 2,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,597
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet1,597 Refunded Bullet 11  
Part VII-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 page 19 of
the instructions for 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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:
  • By language in the governing instrument, or
  • 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 XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    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 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCHARLES E BIETLER Telephone no.bullet (734) 458-1980
    Located atbullet14800 FARMINGTON RD STE 102LIVONIAMI ZIP+4bullet48154
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    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 page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    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 2012?.............
    1c
     
     
    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 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 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.
    bullet20, 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?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 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 2012.)....................
    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 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    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
     
     
    .........bullet
    c
    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?............
    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?........................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    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
    MARGARET E DIPONIOClick to see attachment DIRECTOR
    5.00
    0 0 0
    5155 CURTIS
    PLYMOUTH,MI48170
    RALPH H HOUGHTON JRClick to see attachment DIRECTOR
    5.00
    0 0 0
    2432 BIRCHVIEW
    KEWADIN,MI49648
    CHARLES E BIETLERClick to see attachment DIRECTOR
    10.00
    0 0 0
    14800 FARMINGTON ROAD
    LIVONIA,MI48154
    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...................bullet  
    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.............bullet  
    Part IX-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  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-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 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    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
    3,171,643
    b
    Average of monthly cash balances.......................
    1b
    1,103,767
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,275,410
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    4,275,410
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    64,131
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,211,279
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    210,564
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    210,564
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    403
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    403
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    210,161
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    210,161
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    210,161
    Part XII
    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
    318,260
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    318,260
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    403
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    317,857
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2011
    (c)
    2011
    (d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 210,161
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 30,188
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010.......  
    e From 2011.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 318,260
    a Applied to 2011, but not more than line 2a 30,188
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2012 distributable amount..... 210,161
    e Remaining amount distributed out of corpus 77,911
    5 Excess distributions carryover applied to 2012.    
    (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 77,911
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
     
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......
    77,911
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010....  
    d Excess from 2011....  
    e Excess from 2012.... 77,911
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2012, enter the date of the ruling.......bullet
     
    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 X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    Supplementary Information (Complete this part only if the organization 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).)
    MARGARET E DIPONIO
    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 bullet
    aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:
    CHARLES E BIETLER
    14800 FARMINGTON ROAD
    LIVONIA,MI48154
    (734) 458-1980
    bThe form in which applications should be submitted and information and materials they should include:
    REQUESTS SHOULD CONTAIN SUFFICIENT INFORMATION TO DEMONSTRATE THAT THE REQUESTING ORGANIZATION IS QUALIFIED TO RECEIVE FUNDS FROM THE FOUNDATION (SEE SUBSECTION (D) BELOW), AND A SHORT AND PLAIN STATEMENT OF THE BASIS FOR THE REQUEST.
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION'S ARTICLES OF INCORPORATION LIMIT GRANTS TO SECTION 501(C)(3) ORGANIZATIONS OPERATING WITHIN THE STATE OF MICHIGAN, SUCH AS INSTITUTIONS OF HIGHER LEARNING, ORGANIZATIONS CONDUCTING MEDICAL RESEARCH OR PROVIDING MEDICAL ASSISTANCE OR TREATMENT, ORGANIZATIONS PROVIDING ASSISTANCE FOR PERSONS TEMPORARILY OUT OF WORK OR HOMELESS, OR OTHER CHARITABLE ORGANIZATIONS.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    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
    GLEANERS FOOD BANK
    PO BOX 4902
    TROY,MI48099
      501(C)(3) CAMPAIGN 3,000
    ARC OF NORTHWEST WAYNE CO
    26049 FIVE MILE ROAD
    REDFORD,MI48239
      501(C)(3) CAMPAIGN 500
    THE SALVATION ARMY
    3737 LAWTON STREET
    DETROIT,MI48208
      501(C)(3) CAMPAIGN 3,000
    GOODWILL INDUSTRIES OF GREATER DET
    7700 2ND AVENUE
    DETROIT,MI48202
      501(C)(3) CAMPAIGN 5,000
    MAKE A WISH FOUNDATION OF MI
    4707 ST ANTOINE
    DETROIT,MI48201
      501(C)(3) CAMPAIGN 5,000
    THERAPEUTIC RIDING INC
    3425 E MORGAN ROAD
    ANN ARBOR,MI48108
      501(C)(3) CAMPAIGN 2,500
    RONALD MCDONALD HOUSE
    1600 WASHINGTON HTS
    ANN ARBOR,MI48104
      501(C)(3) CAMPAIGN 10,000
    ANGELA HOSPICE
    14100 NEWBURGH ROAD
    LIVONIA,MI48154
      501(C)(3) CAMPAIGN 20,000
    ST VINCENT DE PAUL
    3000 GRATIOT
    DETROIT,MI48207
      501(C)(3) CAMPAIGN 3,000
    LEADER DOG FOR THE BLIND
    1039 S ROCHESTER ROAD
    ROCHESTER HILLS,MI48307
      501(C)(3) CAMPAIGN 3,500
    HENRY FORD COMMUNITY COLLEGE FOUND
    5101 EVERGREEN ROAD
    DEARBORN,MI48128
      501(C)(3) CAMPAIGN 210,000
    DETROIT PUBLIC TELEVISION
    1 CLOVER COURT
    WIXOM,MI48393
      501(C)(3) CAMPAIGN 1,000
    Total .................................bullet 3a 266,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-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....          
    3Interest on savings and temporary cash investments     14 1,879  
    4 Dividends and interest from securities....     14 84,025  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory         241,644
    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)..   85,904 241,644
    13Total. Add line 12, columns (b), (d), and (e)..................
    13327,548
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    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
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    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) of the Code (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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 AccountingFeesSchedule
    Name:
    THE ANGELO AND MARGARET DIPONIO
    FOUNDATION
    EIN: 38-2828486
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DONALD RADABAUGH ASSOCIATES 2,850 2,850 2,850 2,850
    DENNIS, GARTLAND & NIERGARTH 900 900 900 900

    TY 2012 CompensationExplanation
    Name:
    THE ANGELO AND MARGARET DIPONIO
    FOUNDATION
    EIN: 38-2828486
    Person Name Explanation
    MARGARET E DIPONIO  
    RALPH H HOUGHTON JR  
    CHARLES E BIETLER  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 GainLossSaleOtherAssetsSch
    Name:
    THE ANGELO AND MARGARET DIPONIO
    FOUNDATION
    EIN: 38-2828486
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    CIMAREX ENERGY COMPANY 2013-01 PURCHASE 2013-10   13,424 7,773     5,651  
    MINE SAFETY APPLIANCE 2010-05 PURCHASE 2013-10   5,210 2,765     2,445  
    MINE SAFETY APPLIANCE 2011-11 PURCHASE 2013-10   3,699 2,321     1,378  
    KAYDON CORP 2013-04 PURCHASE 2013-09   15,087 11,033     4,054  
    MINE SAFETY APPLIANCE 2013-01 PURCHASE 2013-09   8,841 7,497     1,344  
    MINE SAFETY APPLIANCE 2011-11 PURCHASE 2013-09   468 294     174  
    MOLEX INC CL A 2013-01 PURCHASE 2013-09   27,195 16,479     10,716  
    MOLEX INC CL A 2007-07 PURCHASE 2013-09   1,149 809     340  
    MOLEX INC CL A 2007-08 PURCHASE 2013-09   10,725 6,434     4,291  
    MOLEX INC CL A 2008-02 PURCHASE 2013-09   2,873 1,742     1,131  
    MOLEX INC CL A 2008-12 PURCHASE 2013-09   4,213 1,318     2,895  
    MOLEX INC CL A 2011-08 PURCHASE 2013-09   6,511 3,010     3,501  
    MOLEX INC CL A 2011-11 PURCHASE 2013-09   2,873 1,461     1,412  
    ROYAL DUTCH SHELL ADR 2007-12 PURCHASE 2013-08   2,836 3,620     -784  
    CIMAREX ENERGY COMPANY 2013-01 PURCHASE 2013-08   5,509 4,042     1,467  
    MCDERMOTT INTL INC 2012-12 PURCHASE 2013-08   1,609 2,448     -839  
    MCDERMOTT INTL INC 2013-01 PURCHASE 2013-08   5,899 9,766     -3,867  
    MCDERMOTT INTL INC 2012-04 PURCHASE 2013-08   4,469 8,247     -3,778  
    APTARGROUP INC 2013-01 PURCHASE 2013-07   15,121 13,114     2,007  
    ARTHUR J GALLAGHER 2013-01 PURCHASE 2013-07   11,604 9,178     2,426  
    GENTEX CORP 2012-08 PURCHASE 2013-07   5,871 4,889     982  
    GENTEX CORP 2012-12 PURCHASE 2013-07   4,652 3,885     767  
    GENTEX CORP 2013-01 PURCHASE 2013-07   10,523 8,944     1,579  
    HENRY JACK & ASSOC INC 2013-01 PURCHASE 2013-07   6,152 5,142     1,010  
    HENRY JACK & ASSOC INC 2008-08 PURCHASE 2013-07   2,707 1,108     1,599  
    HENRY JACK & ASSOC INC 2009-05 PURCHASE 2013-07   3,445 1,241     2,204  
    JOS A BANK CLOTHIERS INC 2013-02 PURCHASE 2013-07   11,155 10,927     228  
    JOS A BANK CLOTHIERS INC 2013-04 PURCHASE 2013-07   5,262 5,460     -198  
    JOS A BANK CLOTHIERS INC 2013-05 PURCHASE 2013-07   4,630 5,016     -386  
    BLKRCK EQ DIV A 2012-12 PURCHASE 2013-07   240 212     28  
    BLKRCK EQ DIV A 2008-09 PURCHASE 2013-07   889,551 700,000     189,551  
    BLKRCK EQ DIV A 2011-12 PURCHASE 2013-07   378 295     83  
    BIO RAD LABS A 2012-07 PURCHASE 2013-06   570 476     94  
    BIO RAD LABS A 2013-01 PURCHASE 2013-06   11,970 11,716     254  
    BIO RAD LABS A 2009-03 PURCHASE 2013-06   4,560 2,146     2,414  
    BIO RAD LABS A 2010-05 PURCHASE 2013-06   2,280 1,839     441  
    BIO RAD LABS A 2011-01 PURCHASE 2013-06   2,850 2,750     100  
    BIO RAD LABS A 2011-10 PURCHASE 2013-06   2,850 2,245     605  
    SIGMA ALDRICH CORP 2013-01 PURCHASE 2013-06   9,132 8,405     727  
    SIGMA ALDRICH CORP 2009-06 PURCHASE 2013-06   8,302 4,770     3,532  
    SIGMA ALDRICH CORP 2011-08 PURCHASE 2013-06   3,736 2,683     1,053  
    ALCOA INC 2012-06 PURCHASE 2013-05   305 292     13  
    ALCOA INC 2007-12 PURCHASE 2013-05   4,401 18,528     -14,127  
    ALCOA INC 2009-07 PURCHASE 2013-05   479 521     -42  
    ALCOA INC 2010-03 PURCHASE 2013-05   1,229 1,927     -698  
    ALCOA INC 2011-10 PURCHASE 2013-05   593 667     -74  
    BRISTOW GROUP INC 2013-01 PURCHASE 2013-05   8,284 7,202     1,082  
    BRISTOW GROUP INC 2007-04 PURCHASE 2013-05   3,186 1,901     1,285  
    BRISTOW GROUP INC 2009-05 PURCHASE 2013-05   5,098 2,039     3,059  
    GENTEX CORP 2013-01 PURCHASE 2013-05   3,710 3,013     697  
    GENTEX CORP 2012-05 PURCHASE 2013-05   5,101 4,942     159  
    PATTERSON COMPANIES INC 2013-01 PURCHASE 2013-02   12,960 12,100     860  
    ADVANCE AUTO PARTS INC 2012-07 PURCHASE 2013-01   8,755 8,365     390  
    ADVANCE AUTO PARTS INC 2012-07 PURCHASE 2013-01   2,189 2,083     106  
    COVANCE INC 2008-12 PURCHASE 2013-01   4,684 2,975     1,709  
    COVANCE INC 2009-01 PURCHASE 2013-01   2,049 1,463     586  
    COVANCE INC 2009-04 PURCHASE 2013-01   2,342 1,440     902  
    COVANCE INC 2009-05 PURCHASE 2013-01   2,342 1,566     776  
    COVANCE INC 2001-11 PURCHASE 2013-01   2,635 2,147     488  
    VCA ANTECH INC 2012-12 PURCHASE 2013-01   3,051 3,027     24  
    VCA ANTECH INC 2013-01 PURCHASE 2013-01   10,310 10,693     -383  
    VCA ANTECH INC 2010-08 PURCHASE 2013-01   3,893 3,625     268  
    VCA ANTECH INC 2011-02 PURCHASE 2013-01   1,157 1,379     -222  
    VCA ANTECH INC 2011-11 PURCHASE 2013-01   2,315 2,093     222  
    WEST PHARMACEUTICAL SVCS 2007-11 PURCHASE 2013-01   4,739 3,357     1,382  
    WEST PHARMACEUTICAL SVCS 2008-02 PURCHASE 2013-01   836 593     243  
    WEST PHARMACEUTICAL SVCS 2011-03 PURCHASE 2013-01   3,903 2,916     987  
    SPX CORP 2010-07 PURCHASE 2012-12   4,722 3,998     724  
    ADVANCE AUTO PARTS INC 2012-07 PURCHASE 2012-11   2,008 1,743     265  
    ADVANCE AUTO PARTS INC. 2012-08 PURCHASE 2012-11   2,811 2,525     286  
    HARTE-HANKS INC 2007-09 PURCHASE 2012-11   848 3,183     -2,335  
    HARTE-HANKS INC 2007-10 PURCHASE 2012-11   64 205     -141  
    HARTE-HANKS INC. 2007-10 PURCHASE 2012-11   2,108 6,807     -4,699  
    HARTE-HANKS INC. 2008-02 PURCHASE 2012-11   530 1,639     -1,109  
    HENRY JACK & ASSOC INC 2008-07 PURCHASE 2012-11   983 543     440  
    HENRY JACK & ACCOC INC 2008-08 PURCHASE 2012-11   2,949 1,511     1,438  
    PICO HOLDINGS INC. NEW 2009-10 PURCHASE 2012-11   1,992 3,598     -1,606  
    PICO HOLDINGS INC. NEW 2010-05 PURCHASE 2012-11   634 1,118     -484  
    PICO HOLDINGS INC. NEW 2011-02 PURCHASE 2012-11   815 1,351     -536  
    SPX CORP 2010-07 PURCHASE 2012-11   2,048 1,599     449  
    SPX CORP 2010-11 PURCHASE 2012-11   2,048 2,001     47  
    SPX CORP 2011-08 PURCHASE 2012-11   2,389 2,005     384  

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    THE ANGELO AND MARGARET DIPONIO
    FOUNDATION
    EIN: 38-2828486
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PIMCO TOTAL RETN FD CL A-53,918 SHS 587,711 587,711

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    THE ANGELO AND MARGARET DIPONIO
    FOUNDATION
    EIN: 38-2828486
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY-364 SHS 45,809 45,809
    ABBOTT LABORATORIES-365 SHS 13,341 13,341
    ABBVIE INC.- 365 SHS. 17,684 17,684
    ADVANCE AUTO PARTS INC    
    AETNA INC NEW-455 SHS 28,529 28,529
    AGL RESOURCES INC-391 SHS 18,713 18,713
    ALCOA, INC-/560-701 SHS    
    ALTRIA GROUP INC-754 SHS 28,071 28,071
    AMERICAN EXPRESS CO-603 SHS 49,325 49,325
    AMERIPRISE FINANCIAL INC-342 SHS 34,385 34,385
    ANIXTER INTL INC-460 SHS 39,325 39,325
    APTARGROUP, INC-285 SHS 18,286 18,286
    ARROW ELECTRONICS, INC-1,170 SHS 56,183 56,183
    ARTHUR J GALLAGHER & CO-380 SHS 18,031 18,031
    AVERY DENNISON CORP-715 SHS 33,691 33,691
    BANK OF AMERICA CORP -730 SHS 10,198 10,198
    BERKLEY W R CORP-755 SHS 33,152 33,152
    BERKSHIRE HATHAWAY, INC-409 SHS 47,072 47,072
    BIO RAD LABS INC CL A-40/115 SHS    
    BRISTOW GROUP INC-240/130 SHS    
    BROADRIDGE FINL SOLUTION-1,490 SHS 52,388 52,388
    BRUNSWICK CORP- 927 SHS 41,836 41,836
    CARLISLE COMPANIES INC 590 SHS 42,881 42,881
    CATERPILLAR INC-391 SHS 32,594 32,594
    CHEVRON CORP-339 SHS 40,666 40,666
    CIGNA CORP-431 SHS 33,178 33,178
    CIMAREX ENERGY COMPANY-385 SHS 40,560 40,560
    CINTAS CORP-710 SHS 38,177 38,177
    CITIGROUP INC NEW 139 SHS 6,780 6,780
    CLOROX COMPANY-304 SHS 27,418 27,418
    COMPASS MNRLS INTL INC-345 SHS 25,692 25,692
    CONOCOPHILLIPS-450 SHS 32,999 32,999
    COVANCE INC-195/240 SHS    
    CULLEN FROST BANKERS INC-560 SHS 39,642 39,642
    DOW CHEMICAL CO-550 SHS 21,709 21,709
    DUN & BRADSTREET-240 SHS 26,110 26,110
    DUKE ENERGY CORP NEW-246 SHS 17,646 17,646
    EATON CORP-605 SHS 42,689 42,689
    EMERSON ELECTRIC COMPANY-181 SHS 12,122 12,122
    ENERGIZER HLDGS INC-212 SHS 20,799 20,799
    FAMILY DOLLAR STORES INC-480 SHS 33,062 33,062
    FLIR SYSTEMS INC-655 SHS 18,654 18,654
    FORWARD AIR CORP-145 SHS 5,870 5,870
    FULLER H B COMPANY-790 SHS 37,817 37,817
    GENERAL ELECTRIC CO-1,596 SHS 41,719 41,719
    GENERAL MILLS INC-610 SHS 30,756 30,756
    GENTEX CORP-485 SHS    
    GREENLIGHT CAPITAL-710 SHS 21,861 21,861
    HARTE-HANKS INC-670 SHS    
    HARTFORD FINCL SVCS GRP-620 SHS 20,894 20,894
    HENRY JACK & ASSOCIATES-225 SHS    
    HONEYWELL INTL INC-491 SHS 42,584 42,584
    INNOPHOS HOLDINGS INC-397 SHS 19,898 19,898
    KENNAMETAL INC-765 SHS 35,190 35,190
    KIMBERLY-CLARK CORP-340 SHS 36,720 36,720
    KIRBY CORP-325 SHS 28,759 28,759
    KRAFT FOOD GRP INC 134 SHS 7,286 7,286
    LINDSAY CORP-170 SHS 12,922 12,922
    LOCKHEED MARTIN CORP-249 SHS 33,202 33,202
    MCDERMOTT INTL INC-625 SHS    
    MINE SAFETY APPLICANCE CO-100/180SHS    
    MKS INSTRUMENTS INC-775 SHS 22,971 22,971
    MONDELEZ INTERNATIONAL INC 404 SHS 13,595 13,595
    MOLEX INCORPORATED CL A-495/740 SHS    
    NORFOLK SOUTHERN CORP-124 SHS 10,666 10,666
    OWENS & MINOR INC-620 SHS 23,200 23,200
    PATTERSON COMPANIES INC-1,005 SHS 42,723 42,723
    PHILLIP MORRIS INTL INC-431 SHS 38,411 38,411
    PHILLIPS 66-225 SHS 14,497 14,497
    PICO HOLDINGS INC NEW-110/190 SHS    
    PLUM CREEK TIMBER CO INC-400 SHS 18,160 18,160
    PROTECTIVE LIFE CORP DE-850 SHS 39,168 39,168
    PUBLIC SERVICE ENTERPRISE-470 SH 15,745 15,745
    ROBERT HALF INTL INC-370 SHS 14,256 14,256
    ROYAL DUTCH SHELL PLC-432 SHS 28,806 28,806
    RPX CORP-745 SHS 13,302 13,302
    RYDER SYSTEM INC-610 SHS 40,156 40,156
    SCANSOURCE INC-765 SHS 29,422 29,422
    SCHLUMBERGER LTD-136 SHS 12,746 12,746
    SIGMA ALDRICH CORP-180/145 SHS    
    SOCIEDAD QUIMICA-1,140 SHS 31,475 31,475
    SPECTRA ENERGY CORP-495 SHS 17,607 17,607
    SPX CORP-105/170 SHS    
    TARGET CORP-533 SHS 34,533 34,533
    TEXTRON INC-809 SHS 23,291 23,291
    VARIAN MEDICAL SYSTEMS-420 SHS. 30,484 30,484
    VCA ANTECH INC-185/350 SHS    
    WASTE MANAGEMENT INC-634 SHS 27,604 27,604
    WELLS FARGO & CO NEW-559 SHS 23,864 23,864
    WEST PHARMACEUTICAL SVCS-100/170 SHS    
    WORLD FUEL SERVICES CORP-600 SHS 22,890 22,890
    ZIONS BANCORPORATION-940 SHS 26,691 26,691

    TY 2012 InvestmentsOtherSchedule2
    Name:
    THE ANGELO AND MARGARET DIPONIO
    FOUNDATION
    EIN: 38-2828486
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKROCK EQ DIV FD CL A-39, 342 SHS FMV    
    PIMCO ALL ASSET CL A- 72,941.815 FMV 911,043 911,043

    TY 2012 LegalFeesSchedule
    Name:
    THE ANGELO AND MARGARET DIPONIO
    FOUNDATION
    EIN: 38-2828486
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RALPH H. HOUGHTON, JR. 10,420 10,420 10,420 10,420


    TY 2012 OtherAssetsSchedule
    Name:
    THE ANGELO AND MARGARET DIPONIO
    FOUNDATION
    EIN: 38-2828486
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID FEDERAL INCOME TAXES 1,568 2,000 2,000


    TY 2012 OtherExpensesSchedule
    Name:
    THE ANGELO AND MARGARET DIPONIO
    FOUNDATION
    EIN: 38-2828486
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    ANNUAL FILING FEE 20 20 20 20


    TY 2012 OtherIncreasesSchedule
    Name:
    THE ANGELO AND MARGARET DIPONIO
    FOUNDATION
    EIN: 38-2828486
    Description Amount
    UNREALIZED GAINS ON SECURITIES 347,102


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    THE ANGELO AND MARGARET DIPONIO
    FOUNDATION
    EIN: 38-2828486
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ROBERT W. BAIRD & CO., INC. 37,319 37,319 37,319 37,319


    TY 2012 TaxesSchedule
    Name:
    THE ANGELO AND MARGARET DIPONIO
    FOUNDATION
    EIN: 38-2828486
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES ON DIVIDENDS 251 251 251 251