TY 2014 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Information about Form 990-PF and its instructions is at www.irs.gov/form990pf.

OMB No. 1545-0052

2014

Open to Public Inspection

For calendar year 2014, or tax year beginning 2014, and ending , 20

Name of foundation
Anne Anastasi Charitable Foundation

% Foundation Source

Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377

A Employer identification number

13-4013290

B Telephone number (see instructions)

(800) 839-1754

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$6,046,103J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach
	schedule)..............	0
2	Check
	Sch. B ...............
3	Interest on savings and temporary cash investments	1,620		1,620
4	Dividends and interest from securities......	195,876		195,876
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		34,670
b	Gross sales price for all assets on line 6a 1,156,205
7	Capital gain net income (from Part IV, line 2)...			34,670
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).......		1,746	1,746
12	Total. Add lines 1 through 11........	233,912		233,912
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		79,303	43,303	36,000
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		8,289	220
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	486			486
22	Printing and publications..........
23	Other expenses (attach schedule).......		30,783	443	30,340
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	118,861		43,966	66,826
25	Contributions, gifts, grants paid........	206,400			206,400
26	Total expenses and disbursements. Add lines 24 and 25	325,261		43,966	273,226
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-91,349
b	Net investment income (if negative, enter -0-)			189,946
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2014)

Form 990-PF (2014)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............
	2	Savings and temporary cash investments..........	180,823	295,815	295,815
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)	424,185	391,498	393,825
	b	Investments—corporate stock (attach schedule)........	3,202,031	4,083,601	4,649,810
	c	Investments—corporate bonds (attach schedule)........	1,727,653	672,450	674,413
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........	26,711	26,690	32,240
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	5,561,403	5,470,054	6,046,103
	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 )
	23	Total liabilities (add lines 17 through 22)..........		0
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted...................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		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	5,561,403	5,470,054
	30	Total net assets or fund balances (see instructions)......	5,561,403	5,470,054
	31	Total liabilities and net assets/fund balances (see instructions)..	5,561,403	5,470,054

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	5,561,403
2	Enter amount from Part I, line 27a.....................	2	-91,349
3	Other increases not included in line 2 (itemize)	3
4	Add lines 1, 2, and 3..........................	4	5,470,054
5	Decreases not included in line 2 (itemize)	5
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	5,470,054

Form 990-PF (2014)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	Publicly-traded Securities
b	Passthrough K1 Capital Gain
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,156,205	1,121,541	34,664
b			6
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			34,664
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	34,670
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 . . . . . . . . . . . . . . . .		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? Yes No

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 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))
2013	275,257	5,631,336	0.04888
2012	278,871	5,546,409	0.05028
2011	270,066	5,732,930	0.047108
2010	273,586	5,578,644	0.049042
2009	284,405	5,270,210	0.053965

2	Total of line 1, column (d) ......................	2	0.249275
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	0.049855
4	Enter the net value of noncharitable-use assets for 2014 from Part X, line 5.....	4	5,879,664
5	Multiply line 4 by line 3.......................	5	293,131
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	1,899
7	Add lines 5 and 6.........................	7	295,030
8	Enter qualifying distributions from Part XII, line 4..............	8	273,226
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 (2014)

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	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	3,799
	hereand 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	3,799
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	3,799
6	Credits/Payments:

a	2014 estimated tax payments and 2013 overpayment credited to 2014	6a	4,200
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	4,200
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	401
11	Enter the amount of line 10 to be: Credited to 2015 estimated tax401	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions

for definition)?.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?

If "Yes," complete Part XIV.............................

Form 990-PF (2014)

Page 5

Part VII-A

Statements Regarding Activities (continued)

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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) .............

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).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

Foundation Source Telephone no. bullet

(800) 839-1754

Located at bullet

501 Silverside Road Suite 123WilmingtonDE ZIP+4 bullet

198091377

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

16 At any time during calendar year 2014, 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 instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet

Form 990-PF (2014)

Page 6

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?.................YesNo

(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.).........YesNo

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)? ........

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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 2014?.............

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)):

At the end of tax year 2014, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2014?...............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?........................YesNo

If "Yes," did it have excess business holdings in 2014 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 2014.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2014?

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))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? (see instructions)..................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

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)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?............YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.......................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2014)

Page 7

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
De Anna Galente	Dir 1.0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Dir 1.0	0
Jonathan Nicholas Galente	Chairman of the Board 1.0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Chairman of the Board 1.0	0
Vincent P Gianatasio	Dir / Sec 1.0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Dir / Sec 1.0	0
Phil Greco	Dir 1.0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Dir 1.0	0
Kevin Kitson	Treas 1.0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Treas 1.0	0

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










Total number of other employees paid over $50,000...................

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

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 (2014)

Page 8

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


2


All other program-related investments. See 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.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

5,706,279

Average of monthly cash balances.......................

262,923

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

5,969,202

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

5,969,202

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

89,538

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

5,879,664

Minimum investment return. Enter 5% of line 5..................

293,983

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

293,983

Tax on investment income for 2014 from Part VI, line 5......

3,799

Income tax for 2014. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

3,799

Distributable amount before adjustments. Subtract line 2c from line 1............

290,184

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

290,184

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

290,184

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

273,226

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

273,226

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).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

273,226

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 (2014)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(c) 2013	(d) 2014
1 Distributable amount for 2014 from Part XI, line 7				290,184
2 Undistributed income, if any, as of the end of 2014:
a Enter amount for 2013 only.......			262,845
b Total for prior years:2012, 2011, 2010
3 Excess distributions carryover, if any, to 2014:
a From 2009.......
b From 2010.......
c From 2011.......
d From 2012.......
e From 2013.......
fTotal of lines 3a through e.........
4Qualifying distributions for 2014 from Part
XII, line 4: $ 273,226
a Applied to 2013, but not more than line 2a				262,845
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 2014 distributable amount.....				10,381
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2014.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ...........
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 2013. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2014. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2015 ..........				279,803
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) .......
8Excess distributions carryover from 2009 not applied on line 5 or line 7 (see instructions) ...
9Excess distributions carryover to 2015. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2010....
b Excess from 2011....
c Excess from 2012....
d Excess from 2013....
e Excess from 2014....	0

Form 990-PF (2014)

Page 10

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 2014, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

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) 2014	(b) 2013	(c) 2012	(d) 2011	(e) Total

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).)

NONE

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

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. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

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 (2014)

Page 11

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AMERICAN HEART ASSOCIATION 5 BROOKSIDE DR WALLINGFORD,CT06492	N/A	PC	General & Unrestricted	7,500
ARTS ON THE LAKE INC 640 RTE 52 KENT LAKES,NY10512	N/A	PC	General & Unrestricted	1,500
BLESSED MARGARETS CANCER RELIEF FUND INC ROSARY HILL HOME HAWTHORNE,NY10532	N/A	PC	General & Unrestricted	5,000
BLYTHEDALE CHILDREN'S HOSPITAL 95 BRADHURST AVE VALHALLA,NY10595	N/A	PC	General & Unrestricted	5,000
BOSTON COLLEGE LYONS HALL CHESTNUT HILL,MA02467	N/A	PC	General & Unrestricted	12,500
CARDINAL MCCLOSKEY SCHOOL & HOME FOR CHILDREN INC 115 E STEVENS AVE STE LL5 VALHALLA,NY10595	N/A	PC	General & Unrestricted	10,000
COLLABORATIVE CONCEPTS INC 126 BRYANT POND RD PUTNAM VALLEY,NY10579	N/A	PC	General & Unrestricted	8,500
CONSTITUTION ISLAND ASSOCIATION INC PO BOX 126 COLD SPRING,NY10516	N/A	PC	General & Unrestricted	4,000
FRANCISCAN SISTERS OF THE ATONEMENT 41 OLD HIGHLAND TPKE GRAYMOOR GARRISON,NY10524	N/A	PC	General & Unrestricted	7,500
FRANCISCAN FRIARS OF THE ATONEMENT PO BOX 301 GARRISON,NY10524	N/A	PC	General & Unrestricted	12,500
FRANCISCAN FRIARS OF THE ATONEMENT PO BOX 301 GARRISON,NY10524	N/A	PC	St Christopher's Inn	10,000
FRANCISCANS OF FORT LAUDERDALE 1785 NW 39TH PL OAKLAND PARK,FL33309	N/A	PC	General & Unrestricted	2,000
FRIENDS OF THE SENIOR CITIZENS OF PUTNAM COUNTY 110 OLD RTE 6 STE 1 CARMEL,NY10512	N/A	PC	General & Unrestricted	3,500
GARRISONS LANDING ASSOCIATION INC PO BOX 205 GARRISON,NY10524	N/A	PC	General & Unrestricted	8,500
HABITAT FOR HUMANITY INTERNATIONAL INC 3 GARRETT PL CARMEL,NY10512	N/A	PC	Putnam County New York Fund	3,500
KENT FIRE DISTRICT NUMBER ONE 2490 RTE 301 CARMEL,NY10512	N/A	PC	General & Unrestricted	16,500
KIDNEYLIFE FOUNDATION INC PO BOX 460 BABYLON,NY11702	N/A	PC	General & Unrestricted	3,500
LE CATS ON THE WATER 10-24 166 ST WHITESTONE,NY11357	N/A	PC	General & Unrestricted	10,000
M Hoekstra 58 Seifert Lane Putnam Valley,NY10579	NONE	I	Short-term Emergency Assistance	5,000
PET RESCUE INCORPORATED PO BOX 393 LARCHMONT,NY10538	N/A	PC	General & Unrestricted	1,200
PSI BETA INC 8918 W 21ST ST N STE 200 PMB 205 WICHITA,KS67205	N/A	PC	General & Unrestricted	10,000
PUTNAM ARTS COUNCIL PO BOX 156 MAHOPAC,NY10541	N/A	PC	General & Unrestricted	7,200
PUTNAM COUNTY COMMISSIONER OF FINANCE 40 GLENEIDA AVE CARMEL,NY10512	N/A	PC	General & Unrestricted	2,500
PUTNAM FELINES INC 328 LAKE SHORE RD PUTNAM VALLEY,NY10579	N/A	PC	General & Unrestricted	500
ROTARY CLUB OF CARMEL NEW YORK CHARITABLE FDN 18 FAIR ST CARMEL,NY10512	N/A	PC	General & Unrestricted	3,500
SERVANTS OF RELIEF FOR INCURABLE CANCER 600 LINDA AVE HAWTHORNE,NY10532	N/A	PC	General & Unrestricted	5,000
SPACE ON THE FARM INC 155 NEWELL ST APT 2B BROOKLYN,NY11222	N/A	PC	General & Unrestricted	6,000
ST BARNABAS HOSPITAL BRAKER BLDG 2ND FL 4422 3RD AVEN BRONX,NY10457	N/A	PC	General & Unrestricted	5,000
ST JUDE CHILDRENS RESEARCH HOSPITAL INC 262 DANNY THOMAS PL MSC 509 MEMPHIS,TN38105	N/A	PC	General & Unrestricted	2,000
STELLA MARIS RETREAT CENTER 981 OCEAN AVE ELBERON,NJ07740	N/A	PC	General & Unrestricted	10,000
TOWN OF PUTNAM VALLEY 265 OSCAWANA LAKE RD PUTNAM VALLEY,NY10579	N/A	PC	General & Unrestricted	4,000
TRINITY LUTHERAN CHURCH 2103 RTE 6 BREWSTER,NY10509	N/A	PC	General & Unrestricted	500
WESTCHESTER CHILDREN'S ASSOCIATION INC 470 MAMARONECK AVE STE 3040 WHITE PLAINS,NY10605	N/A	PC	General & Unrestricted	2,500
WOUNDED WARRIOR PROJECT INC - WA CHAPTER 2223 ALASKAN WAY 220 SEATTLE,WA98121	N/A	PC	General & Unrestricted	5,000
YOUNG MENS CHRISTIAN ASSOCIATION OF BROWARD COUNTY 900 SE 3RD AVE 3RD FL FT LAUDERDALE,FL33316	N/A	PC	General & Unrestricted	5,000
Total ................................. 3a				206,400

bApproved for future payment

Total ................................. 3b

Form 990-PF (2014)

Page 12

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ............			14	1,620
4 Dividends and interest from securities....			14	195,876
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property .............
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory .............			18	34,670
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: aK-1 Inc/Loss			14	1,746
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				233,912

13Total. Add line 12, columns (b), (d), and (e)..................

13233,912

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2014)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political

Yes

organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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?...........YesNo

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.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2014)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

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

TY 2014 DepreciationSchedule

Name:

Anne Anastasi Charitable Foundation

EIN: 13-4013290

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income	Cost of Goods Sold Not Included

- TIN:

TY 2014 InvestmentsCorpBondsSchedule

Name:

Anne Anastasi Charitable Foundation

EIN: 13-4013290

Name of Bond	End of Year Book Value	End of Year Fair Market Value
BANK AMER FDG - 6.50% - 08/01/	28,872	26,933
BEAR STEARNS COS - 6.40% - 10/	32,156	33,597
BOSTON PROPERTIES - 5.625% - 1	25,303	28,524
COCO COLA SR NT - 1.8% - 09/01	51,403	50,833
CONSTELLATION BRANDS INC - 7.2	29,281	27,625
FIRST HORIZON NATL CORP-5.375%	36,251	36,232
GE CAP CORP MTN BE FR - 6.750%	20,794	34,147
GOLDMAN SACHS GROUP INC - 5.75	34,391	32,191
HANESBRANDS INC - 6.375% - 12/	27,125	26,563
HCP INC NOTE - 02.625% - 02/01	30,352	29,688
HEALTH CARE REIT INC - 4.700%	25,468	26,861
HERTZ CORP SR NT - 6.750% - 04	27,344	25,750
HEWLETT PACKARD CO GLBL NT 2.1	14,698	15,118
KINDER MORGAN ENERGY - 5.95% -	29,844	27,600
LAZARD LLC - 6.85% - 06/15/201	16,805	16,698
LIMITED BRANDS INC NT - 6.900%	27,875	27,500
PEABODY ENERGY CORP - 7.375% -	28,063	25,688
PETROBAS INTL FIN CO - 5.875%	31,100	29,294
SALLY HLDGS LLC - 6.875% - 11/	27,781	26,563
SLM CORP NOTE 03.875% - 09/10	26,063	25,188
TESORO CORP SR NT 4.250% - 10/	31,725	30,975
VALE OVERSEAS LTD GTD - 5.625%	30,527	31,921
WESTERN UN CO NT-5.93000%-10/0	33,679	32,211
YUM BRANDS INC - 6.25% - 03/15	5,550	6,713

- TIN:

TY 2014 InvestmentsCorpStockSchedule

Name:

Anne Anastasi Charitable Foundation

EIN: 13-4013290

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABS	19,434	29,218
ACCENTURE PLC	15,958	28,133
AFFILIATED MANAGERS GROUP	21,043	23,346
ALKERMES	13,769	18,154
ALTRIA GROUP INC	37,426	58,434
AMER INTERNATIONAL GROUP INC	30,063	31,926
AMERICAN ELECTRIC POWER INC.	40,138	57,623
AMERICAN EXPRESS CO	26,934	31,634
AMERICAN WATER WORKS COMPANY I	18,540	23,985
ANSYS INC.	4,399	4,920
APPLE INC.	48,206	81,129
AQUA AMERICA INC.	5,649	5,874
ASSOCIATED ESTATES REALTY CORP	40,812	63,363
AT&T, INC	38,509	39,838
AUTODESK, INC.	8,207	9,009
B&G FOODS INC	33,145	30,199
BIOGEN IDEC INC	22,250	27,156
BOEING CO	17,850	18,197
BRISTOL-MYERS SQUIBB CO	2,915	5,490
CABOT OIL & GAS CORP	20,476	17,766
CALIFORNIA RESOURCES CORPORATI	657	441
CBRE GROUP INC	11,129	14,385
CELGENE CORP	40,308	58,167
CHEVRON CORP	3,464	3,702
CINCINNATI FINANCIAL CORP	27,617	30,061
CITIGROUP INC	26,336	29,219
CNI EMERGING MARKETS CL N	270,061	308,510
CNI FIXED INCOME OPPORTUNITIES	1,162,045	1,105,440
COMCAST CORP CL A	22,877	30,745
COMERICA INC	7,523	7,026
CONSOLIDATED COMMUNICATIONS HO	27,725	43,971
COSTCO WHOLESALE CORPORATION	24,538	29,768
CUMMINS INC	22,936	24,509
CVS CAREMARK CORP.	26,796	40,450
DIAGEO PLC ADS	6,705	10,839
DIAMONDROCK HOSP CO	7,922	9,517
DOMINION RESOURCES INC	25,347	32,452
DUKE ENERGY CO	25,772	33,583
EAST WEST BANCORP, INC.	6,969	7,355
EPR PROPERTIES	23,388	31,293
EQT CORPORATION	4,144	3,028
EXXON MOBIL CORP	20,409	20,339
FLOWERS FOODS INC	3,338	3,070
FOOT LOCKER INC N.Y. COM	3,927	3,933
GARTNER INC	5,898	6,737
GILEAD SCIENCES INC	31,096	49,015
GOOGLE INC CL A	11,362	21,757
GOOGLE INC CL C	11,327	21,582
GOVERNMENT PROPERTIES INCOME R	40,505	38,657
HALLIBURTON COMPANY	41,465	29,498
HALYARD HEALTH, INC.	282	546
HEALTH CARE REIT INC.	25,271	32,689
HEALTHCARE TRUST OF AMERICA IN	26,418	34,483
HEXCEL CP DELAWARE	14,014	14,936
HOME DEPOT INC.	26,575	36,740
HOME PPTYS INC	42,847	42,640
HUNTSMAN CORP	5,133	4,556
IAC/INTERACTIVE CORP	12,685	12,158
INTUITIVE SURGICAL, INC.	14,624	21,158
ISHARES S&P SMALLCAP 600 GROWT	4,435	4,773
ISHARES S&P SMALLCAP 600 VALUE	5,898	6,487
JOHNSON & JOHNSON	9,400	15,999
JP MORGAN ALERIAN MLP INDEX ET	43,325	38,139
JP MORGAN CHASE & CO	35,458	41,303
KIMBERLY CLARK CORP	6,988	11,901
KINDER MORGAN INC	40,936	48,233
KRAFT FOODS GROUP, INC.	39,787	48,749
LAM RESEARCH CORP	9,112	9,521
LAMAR ADVERTISING CO CL A REIT	29,158	29,502
LEAR CORP	10,798	12,750
LIBERTY PROPERTY TRUST SBI	39,943	43,651
LIFEPOINT HOSPITALS, INC	4,781	5,034
LINEAR TECHNOLOGY CORP	7,547	7,296
LIONS GATE ENTERTAINMENT CORP	18,771	19,852
LOWES COMPANIES INC.	20,044	27,520
LTC PROPERTIES INC	27,066	32,378
MAGNA INTERNATIONAL INC.	19,074	23,912
MASTERCARD INC	37,358	43,080
MAXIMUS INC	7,104	8,774
MCDONALD'S CORP	9,537	9,932
MEDNAX, INC.	5,686	6,611
MERCK & CO INC.	15,459	22,432
NATIONAL RETAIL PROPERTIES INC	40,655	49,606
NORTHEAST UTIL	27,289	35,323
OCCIDENTAL PETROLEUM CORP	18,169	16,122
PALL CP	7,528	9,109
PAYCHEX INC COM	28,387	31,857
PENTAIR INC. COM	8,915	7,970
PEPSICO INC	3,442	5,484
PHILIP MORRIS INTL	38,260	37,141
POWERSHARES II PFD	29,069	29,253
PPL CORPORATION	40,032	48,319
PRICELINE.COM INCORPORATED	11,650	11,402
PRINCIPAL FINANCIAL GROUP	10,259	11,427
PROCTER GAMBLE CO	4,153	5,921
PRUDENTIAL FINCL INC	33,686	39,802
PULTE GROUP INC.	24,952	31,332
QUALCOMM INC	23,609	33,374
QUANTA SVCS INC.	18,043	18,454
RAYMOND JAMES FINANCIAL INC	5,882	6,875
RYDER SYSTEM	7,344	7,428
RYLAND GROUP INC.	10,360	10,797
SCANNA CORP	27,058	35,032
SCHLUMBERGER LTD	21,974	27,929
SENIOR HOUSING PPTYS TR REIT	27,745	25,360
SIRVA INC	40,147	40,765
SPECTRA ENERGY CORP-W/I	26,524	27,225
STARBUCKS CORP COM	13,499	30,441
STATE STREET CORPORATION	26,798	31,400
SUNSTONE HOTEL INVESTORS, INC	6,941	7,760
SYSCO CORP	26,764	32,943
TCF FINANCIAL	6,871	6,992
TEXTRON INC.	15,070	21,476
THE HAIN CELESTIAL GROUP, INC	4,577	2,915
THERMO FISHER SCIENTIFIC INC	24,213	32,575
TRANSCANADA CORP	27,208	30,442
TRIUMPH GROUP INC	8,440	8,739
UIL HOLDINGS CORP	27,567	31,784
UNION PACIFIC	16,666	26,209
UNITED RENTALS INC	11,225	13,261
UNUM CORP	7,967	8,371
VALSPAR CORP	6,653	7,783
VARIAN MEDICAL SYSTEMS INC	5,749	6,056
VECTOR GROUP LTD	27,457	37,591
VECTREN CORP	27,017	37,446
VERIZON COMMUNICATIONS	36,415	40,090
VISA INC	28,956	45,098
VULCAN MATERIALS CO	6,395	6,573
WABTEC	27,543	29,543
WALT DISNEY HOLDINGS CO.	27,891	31,083
WELLS FARGO & CO.	28,074	37,278
WESTAR ENERGY INC.	27,030	36,291
WHITEWAVE FOODS COMPANY	17,953	32,891
WILLIAMS SONOMA INC.	5,927	6,811
XCEL ENERGY INC	26,780	34,483

- TIN:

TY 2014 InvestmentsGovtObligationsSch

Name:

Anne Anastasi Charitable Foundation

EIN: 13-4013290

US Government Securities - End of Year Book Value:

391,498

US Government Securities - End of Year Fair Market Value:

393,825

State & Local Government Securities - End of Year Book Value:

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

- TIN:

TY 2014 InvestmentsOtherSchedule2

Name:

Anne Anastasi Charitable Foundation

EIN: 13-4013290

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
BROOKFIELD INFRASTRUCTURE		26,690	32,240

- TIN:

TY 2014 OtherExpensesSchedule

Name:

Anne Anastasi Charitable Foundation

EIN: 13-4013290

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
Administrative Fees	30,090		30,090
Bank Charges	209	209
K-1 Exp BROOKFIELD INFRASTRUCT	234	234
State or Local Filing Fees	250		250

- TIN:

TY 2014 OtherIncomeSchedule2

Name:

Anne Anastasi Charitable Foundation

EIN: 13-4013290

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
K-1 INC/LOSS BROOKFIELD INFRASTRUCTURE	1,746	1,746

- TIN:

TY 2014 OtherProfessionalFeesSchedule

Name:

Anne Anastasi Charitable Foundation

EIN: 13-4013290

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Investment Management Services	43,303	43,303
PHILANTHROPIC CONSULTING SVCS	36,000			36,000

- TIN:

TY 2014 TaxesSchedule

Name:

Anne Anastasi Charitable Foundation

EIN: 13-4013290

Category	Amount	Net Investment Income
990-PF Estimated Tax for 2014	4,200
990-PF Extension for 2013	3,869
Foreign Tax Paid	220	220