Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 11-01-2015 , and ending 10-31-2016
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 ROAD SUITE 102
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal 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
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,683,215
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 100 100 100
4 Dividends and interest from securities... 78,500 78,500 78,500
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 135,188
b Gross sales price for all assets on line 6a 3,425,471
7 Capital gain net income (from Part IV, line 2)...  
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........ 213,788 78,600 78,600
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)......... 11,200 11,200 11,200 11,200
b Accounting fees (attach schedule)....... 2,950 2,950 2,950 2,950
c Other professional fees (attach schedule).... 44,324 44,324 44,324 44,324
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 295 295 295 295
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.......... 58,789 58,789 58,789 58,789
25 Contributions, gifts, grants paid....... 500,500 500,500
26 Total expenses and disbursements. Add lines 24 and 25 559,289 58,789 58,789 559,289
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -345,501
b Net investment income (if negative, enter -0-) 19,811
c Adjusted net income (if negative, enter -0-)... 19,811
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 197,643 185,443 185,443
2 Savings and temporary cash investments......... 176,823 1,174,870 1,174,870
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 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)....... 2,508,432 Click to see attachment1,555,742 1,555,742
c Investments—corporate bonds (attach schedule)....... 349,463 Click to see attachment349,398 349,398
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 862,771 Click to see attachment416,165 416,165
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,597 Click to see attachment1,597 Click to see attachment1,597
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,096,729 3,683,215 3,683,215
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.................. 4,096,729 3,683,215
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 instructions)..... 4,096,729 3,683,215
31 Total liabilities and net assets/fund balances (see instructions). 4,096,729 3,683,215
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
4,096,729
2
Enter amount from Part I, line 27a .....................
2
-345,501
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,751,228
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
68,013
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,683,215
Form 990-PF (2015)
Form 990-PF (2015)
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  
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 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))
2014 373,814 4,237,362 0.088219
2013 311,779 4,413,804 0.070637
2012 317,857 4,211,279 0.075478
2011 149,063 3,949,402 0.037743
2010 43,873 3,792,207 0.011569
2
Total of line 1, column (d) .....................
20.283646
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
0.056729
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
3,830,050
5
Multiply line 4 by line 3......................
5
217,275
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
198
7
Add lines 5 and 6........................
7
217,473
8
Enter qualifying distributions from Part XII, line 4.............
8
559,289
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 198
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........................... 3 198
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- ..... 5 198
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 732
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.............. 7 732
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 10 534
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet534 RefundedBullet 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 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 2015 or the taxable year beginning in 2015 (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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2015, 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  
    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 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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (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 4945(d)(4)(A)? (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 (2015)
    Form 990-PF (2015)
    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
    MARGARET E DIPONIO DIRECTOR
    5.00
    0 0 0
    5155 CURTIS
    PLYMOUTH,MI48170
    RALPH H HOUGHTON JR DIRECTOR
    5.00
    0 0 0
    2432 BIRCHVIEW
    KEWADIN,MI49648
    CHARLES E BIETLER 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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    3,020,986
    b
    Average of monthly cash balances.......................
    1b
    867,390
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,888,376
    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
    3,888,376
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    58,326
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,830,050
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    191,503
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    191,503
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    198
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    198
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    191,305
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    191,305
    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
    191,305
    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
    559,289
    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
    559,289
    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
    198
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    559,091
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 191,305
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012...... 77,911
    d From 2013...... 91,905
    e From 2014...... 162,860
    fTotal of lines 3a through e........ 332,676
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 559,289
    a Applied to 2014, but not more than line 2a  
    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 2015 distributable amount..... 191,305
    e Remaining amount distributed out of corpus 367,984
    5 Excess distributions carryover applied to 2015.    
    (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 5 700,660
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    700,660
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012.... 77,911
    c Excess from 2013.... 91,905
    d Excess from 2014.... 162,860
    e Excess from 2015.... 367,984
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 address 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 (2015)
    Form 990-PF (2015)
    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)
    aPaid during the year
    ST JOSEPH MERCY HEALTH SYSTEM
    36475 FIVE MILE
    LIVONIA,MI48154
      501(C)(3) CAMPAIGN 500,000
    ARC OF NORTHWEST WAYNE
    26049 FIVE MILE
    REDFORD,MI48249
      501(C)(3) CAMPAIGN 500
    Total .................................bullet 3a 500,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    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
    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 ...........
        14 100  
    4 Dividends and interest from securities....     14 78,500  
    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 ............
            135,188
    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)..   78,600 135,188
    13Total. Add line 12, columns (b), (d), and (e)..................
    13213,788
    (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 (2015)
    Form 990-PF (2015)
    Page 13
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) 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) 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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 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 2,950 2,950 2,950 2,950

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

    TY 2015 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
    AT&T 2016-08 PURCHASE 2016-10   26,489 29,830     -3,341  
    ACCENTURE PLC 2016-08 PURCHASE 2016-10   24,444 24,551     -107  
    BRISTOL MYERS 2016-08 PURCHASE 2016-10   44,037 52,517     -8,480  
    CHEVRON CORP 2016-08 PURCHASE 2016-10   20,952 20,220     732  
    CISCO SYSTEMS 2016-08 PURCHASE 2016-10   49,889 49,777     112  
    COMCAST 2016-10 PURCHASE 2016-10   46,387 49,372     -2,985  
    DU PONT E 2016-10 PURCHASE 2016-10   9,660 9,684     -24  
    GENL MILLS 2016-10 PURCHASE 2016-10   18,574 21,234     -2,660  
    HOME DEPOT 2016-10 PURCHASE 2016-10   18,310 20,339     -2,029  
    JPMORGAN 2016-10 PURCHASE 2016-10   61,765 59,175     2,590  
    KRAFT HEINZ 2016-10 PURCHASE 2016-10   59,599 59,580     19  
    MCDONALDS CORP 2016-08 PURCHASE 2016-10   29,250 30,424     -1,174  
    MICROSOFT CORP 2016-08 PURCHASE 2016-10   49,006 48,090     916  
    NUCOR CORP 2016-09 PURCHASE 2016-10   20,989 19,732     1,257  
    PEPSUCI 2016-09 PURCHASE 2016-10   21,450 21,536     -86  
    RAYTHEON 2016-09 PURCHASE 2016-10   19,140 19,747     -607  
    SOUTHERN COMPANY 2016-09 PURCHASE 2016-10   30,221 30,225     -4  
    TRAVELERS CO 2016-10 PURCHASE 2016-10   18,439 20,156     -1,717  
    3M COMPANY 2016-10 PURCHASE 2016-10   66,971 69,651     -2,680  
    UNITED TECHNOLOGIES 2016-09 PURCHASE 2016-10   20,418 21,614     -1,196  
    UNITEDHEALTH GROUP 2016-08 PURCHASE 2016-10   7,213 7,092     121  
    UNITEDHEALTH GROUP 2016-08 PURCHASE 2016-10   36,009 35,467     542  
    VISA INC CLASS A 2016-08 PURCHASE 2016-10   69,400 68,564     836  
    C CSCO 2016-08 PURCHASE 2016-10   72 56     16  
    C HD 2016-08 PURCHASE 2016-10   510 414     96  
    C UNH 2016-08 PURCHASE 2016-10   56 58     -2  
    C JPM 2016-08 PURCHASE 2016-10   60 60        
    C CVX 2016-08 PURCHASE 2016-10   44 156     -112  
    C GIS 2016-08 PURCHASE 2016-10   744 210     534  
    C CIMCSA 2016-08 PURCHASE 2016-10   88 60     28  
    C CMCSA 2016-08 PURCHASE 2016-10   147 28     119  
    C KHC 2016-08 PURCHASE 2016-10   384 426     -42  
    C MCD 2016-08 PURCHASE 2016-10   32       32  
    C MCD 2016-08 PURCHASE 2016-10   60 68     -8  
    C MSFT 2016-08 PURCHASE 2016-10   96 40     56  
    C NUE 2016-08 PURCHASE 2016-10   241 244     -3  
    C RTN 2016-08 PURCHASE 2016-10   78 17     61  
    C TRV 2016-08 PURCHASE 2016-10   55 5     50  
    FORTIS INC 2016-10 PURCHASE 2016-10   23 24     -1  
    ITC HOLDINGS CORP 2016-08 PURCHASE 2016-10   5,304 10,918     -5,614  
    VERSUM MATERIALS 2016-08 PURCHASE 2016-10   566 638     -72  
    ILLINOIS TOOL WORKS 2016-08 PURCHASE 2016-08   2,756 2,734     22  
    LORD ABB S DUR 2014-06 PURCHASE 2016-10   347,064 364,658     -17,594  
    PRIMCO ALL ASSETS 2016-03 PURCHASE 2016-05   475,000 539,965     -64,965  
    C UNH 2016-08 PURCHASE 2016-09   86       86  
    C GIS 2016-08 PURCHASE 2016-09   135 24     111  
    C KHC 2016-08 PURCHASE 2016-09   155 84     71  
    C MSFT 2016-08 PURCHASE 2016-09   72       72  
    C NUE 2016-08 PURCHASE 2016-09   108 53     55  
    C CVX 2016-08 PURCHASE 2016-09   86       86  
    C JPM 2016-08 PURCHASE 2016-09   60       60  
    C PEP 2016-08 PURCHASE 2016-09   138 46     92  
    CA INC 2016-08 PURCHASE 2016-09   18,683 19,890     -1,207  
    JOHNSON & JOHNSON 2016-08 PURCHASE 2016-08   7,183 7,430     -247  
    C BMY 2016-08 PURCHASE 2016-08   60       60  
    C GIS 2016-08 PURCHASE 2016-09   65 5     60  
    C PEP 2016-08 PURCHASE 2016-09   52 22     30  
    JOHNSON & JOHNSON 2016-08 PURCHASE 2016-08   7,183 7,430     -247  
    AVERY DENNISON 2013-01 PURCHASE 2015-11   18,381 10,217     8,164  
    CULLEN FROST 2013-01 PURCHASE 2016-01   12,698 14,822     -2,124  
    GENPACT LTD 2014-06 PURCHASE 2016-01   7,562 5,383     2,179  
    KENNAMETAL INC 2016-01 PURCHASE 2016-01   9,927 22,565     -12,638  
    ARMSTRONG FLLORING 2016-04 PURCHASE 2016-04   3,891       3,891  
    BROADRIDGE FINANCIAL 2013-01 PURCHASE 2016-04   13,837 5,470     8,367  
    CULLEN FROST BANKERS 2013-01 PURCHASE 2016-04   18,379 17,357     1,022  
    MSC INDL DIRECT 2013-01 PURCHASE 2016-04   6,594 7,900     -1,306  
    NVR INC 2016-02 PURCHASE 2016-03   19,250 11,466     7,784  
    BERKLEY WR CORP 2013-01 PURCHASE 2016-05   15,404 11,029     4,375  
    INTERPUBLIC GROUP 2014-06 PURCHASE 2016-05   13,747 11,535     2,212  
    NVR INC 2013-12 PURCHASE 2016-05   8,437 4,795     3,642  
    SCANSOURCE 2016-05 PURCHASE 2016-06   16,035 13,811     2,224  
    LINDSAY CORP 2014-06 PURCHASE 2016-07   12,373 13,674     -1,301  
    FLIR SYSTEMS INC 2016-07 PURCHASE 2016-08   9,544 9,263     281  
    DONALDSON COMPANY 2015-02 PURCHASE 2016-09   9,383 9,582     -199  
    DONALDSON COMPANY 2015-02 PURCHASE 2016-09   14,918 14,661     257  
    FIRST CASH FINANCIAL 2016-08 PURCHASE 2016-09   30 19     11  
    RPX CORP 2013-10 PURCHASE 2016-09   6,088 10,093     -4,005  
    FUR SYSTEMS INC 2015-02 PURCHASE 2016-10   26,041 24,935     1,106  
    ABBVIE 2015-02 PURCHASE 2016-08   29,676 16,399     13,277  
    ABBOTT LABORATORIES 2015-02 PURCHASE 2016-08   27,848 21,637     6,211  
    ACCENTURE 2015-02 PURCHASE 2016-08   23,721 19,147     4,574  
    AETNA 2015-02 PURCHASE 2016-08   34,773 17,878     16,895  
    ALTRIA GROUP 2009-07 PURCHASE 2016-08   11,111 2,752     8,359  
    AMERN EXPRESS 2015-02 PURCHASE 2016-08   26,454 21,984     4,470  
    AMERIPRISE FINL 2009-07 PURCHASE 2016-08   32,405 18,190     14,215  
    AMGEN INC 2009-07 PURCHASE 2016-08   28,913 26,294     2,619  
    APPLE INC 2013-07 PURCHASE 2015-08   41,254 46,565     -5,311  
    BANK AMERICA 2014-07 PURCHASE 2016-08   29,825 45,997     -16,172  
    BERKSHIRE HATHAWAY 2007-12 PURCHASE 2016-08   26,738 12,671     14,067  
    BORG WARNER 2016-07 PURCHASE 2016-08   15,051 14,094     957  
    CIGNA CORP 2014-07 PURCHASE 2016-08   24,906 17,498     7,408  
    CVS HEALTH CORP 2014-07 PURCHASE 2016-08   26,144 28,072     -1,928  
    CATERPILLAR 2014-07 PURCHASE 2016-08   29,110 20,077     9,033  
    CHEVRON 2014-07 PURCHASE 2016-08   26,925 22,279     4,646  
    CHUBB LTD 2014-07 PURCHASE 2016-08   43,068 38,561     4,507  
    CITIGROUP INC 2014-07 PURCHASE 2016-08   32,087 66,988     -34,901  
    CONOCOPHILLIPS 2014-07 PURCHASE 2016-08   11,789 15,526     -3,737  
    DOW CHEMICAL COMP 2014-07 PURCHASE 2016-08   13,890 9,080     4,810  
    DUKE ENERGY CORP 2014-07 PURCHASE 2016-08   22,663 16,327     6,336  
    EATON CORP 2012-12 PURCHASE 2016-08   28,341 22,677     5,664  
    EMERSON ELECTRIC 2014-07 PURCHASE 2016-08   19,613 19,589     24  
    GENERAL ELECTRIC 2014-07 PURCHASE 2016-08   41,585 34,413     7,172  
    GENL MILLS 2014-07 PURCHASE 2016-08   35,363 14,915     20,448  
    HARLEY DAVIDSON 2014-07 PURCHASE 2016-08   30,016 30,073     -57  
    HONEYWELL INTL 2014-07 PURCHASE 2016-08   34,898 14,559     20,339  
    INTEL CORP 2014-07 PURCHASE 2016-08   37,577 35,488     2,089  
    LOCKHEED MARTIN 2014-07 PURCHASE 2016-08   38,847 13,966     24,881  
    MERCK & COMPANY 2014-07 PURCHASE 2016-08   28,155 28,422     -267  
    METLIFE INC 2014-07 PURCHASE 2016-08   23,262 31,678     -8,416  
    MICROSOFT 2014-07 PURCHASE 2016-08   41,406 31,841     9,565  
    MONDELEZ INTL 2014-07 PURCHASE 2016-08   27,345 17,382     9,963  
    NATIONAL OILWELL VARCO 2014-07 PURCHASE 2016-08   30,313 41,234     -10,921  
    NORFOLK SOUTHERN 2014-07 PURCHASE 2016-08   19,584 18,028     1,556  
    ORACLE 2014-07 PURCHASE 2016-08   27,376 28,424     -1,048  
    PHILIP MORRIS 2007-12 PURCHASE 2016-08   31,182 17,091     14,091  
    PARKER HANNIFIN 2007-12 PURCHASE 2016-08   42,882 39,836     3,046  
    PEPSICO 2007-12 PURCHASE 2016-08   28,784 24,160     4,624  
    PHILLIPS 2012-05 PURCHASE 2016-08   11,999 5,275     6,724  
    PRUDENTIAL FINL 2012-05 PURCHASE 2016-08   31,479 38,502     -7,023  
    PUB SVC ENTERPRISE 2012-05 PURCHASE 2016-08   20,154 20,094     60  
    QUAL COMM 2012-05 PURCHASE 2016-08   31,832 34,553     -2,721  
    ROYAL DUTCH SHELL 2012-05 PURCHASE 2016-08   33,090 47,061     -13,971  
    SCHLUMBERGER 2012-05 PURCHASE 2016-08   27,840 28,003     -163  
    SPECTRA ENERGY 2012-05 PURCHASE 2016-08   24,399 17,774     6,625  
    TARGET 2007-12 PURCHASE 2016-08   30,558 21,922     8,636  
    3M COMPANY 2007-12 PURCHASE 2016-08   14,394 6,929     7,465  
    WELLS FARGO 2007-12 PURCHASE 2016-08   25,959 17,628     8,331  
    ACCENT PLC 2015-06 PURCHASE 2016-04   8,822 7,502     1,320  
    ALTRIA GROUP 2012-05 PURCHASE 2016-04   24,800 9,041     15,759  
    AMERN EXPRESS 2012-05 PURCHASE 2016-04   12,514 10,351     2,163  
    AMGEN 2015-06 PURCHASE 2016-04   1,793 1,764     29  
    BERKSHIRE HATHAWAY 2007-12 PURCHASE 2016-04   1,617 745     872  
    CATERPILLAR INC 2015-06 PURCHASE 2016-04   3,250 3,199     51  
    DUKE ENERGY 2015-06 PURCHASE 2016-04   1,388 1,341     47  
    EATON CORP 2012-12 PURCHASE 2016-04   9,670 7,903     1,767  
    EMERSON ELECTRIC 2015-06 PURCHASE 2016-04   12,583 13,228     -645  
    GENERAL ELECTRIC 2007-12 PURCHASE 2016-04   5,918 7,169     -1,251  
    LOCKHEAD MARTIN 2007-12 PURCHASE 2016-04   15,375 7,287     8,088  
    MONDELEZ INTL 2015-06 PURCHASE 2016-04   1,437 1,392     45  
    PHILIP MORRIS 2007-12 PURCHASE 2016-04   10,622 5,914     4,708  
    PEPSICO INC 2015-06 PURCHASE 2016-04   2,972 2,766     206  
    PHILLIPS 66 2007-12 PURCHASE 2016-04   1,851 801     1,050  
    PUB SVC 2007-12 PURCHASE 2016-04   2,772 2,967     -195  
    ROYAL DUTCH SHELL ADR 2007-12 PURCHASE 2016-04   2,776 4,361     -1,585  
    TARGET 2007-12 PURCHASE 2016-04   827 531     296  
    3M COMPANY 2007-12 PURCHASE 2016-04   15,938 8,377     7,561  
    AGL RESOURCES 2007-12 PURCHASE 2016-03   13,975 8,630     5,345  
    PLUM CREEK TIMBER 2013-04 PURCHASE 2016-02   19,410 22,564     -3,154  

    TY 2015 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
    LORD ABBETT SHORT DURATION    
    EATON VANCE CORE PLUS BOND 349,398 349,398

    TY 2015 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 - 177/48 SHS 7,934 7,934
    ABBOTT LABORATORIES-590 SHS    
    ABBVIE INC.- 410 SHS.    
    ACE LTD- 326 SH    
    ACCENTURE PLC - 286/83 SH 9,648 9,648
    AETNA INC NEW-224 SHS    
    AGL RESOURCES INC-215 SHS    
    ALTRIA GROUP INC-572 SHS    
    ALLSCRIPTS HEALTH CARE -1095 SH 24,200 24,200
    AIR PRODUCTS & CHEMICALS 71SH 9,473 9,473
    AMERICAN EXPRESS CO-605 SHS    
    AMERIPRISE FINANCIAL INC-216 SHS    
    AMGEN INC - 178 SH    
    ANIXTER INTL INC-515 SHS 33,861 33,861
    APPLE INC - 290/84 SH 9,537 9,537
    APPLIED INDUSTRIAL TECH INC 755 SH 38,354 38,354
    ARMSTRONG WORLD IND. INC NEW-555 SHS 31,875 31,875
    ARROW ELECTRONICS, INC-595 SHS 42,478 42,478
    ASSURANT INC 99 SH 7,971 7,971
    AT&T INC 213SH 7,836 7,836
    AUTOMATIC DATA PROCESSING 90SH 7,835 7,835
    AVERY DENNISON CORP-700 SHS 28,963 28,963
    BANK OF AMERICA CORP -1920 SHS    
    BECTON DICKINSON 59SH 9,907 9,907
    BERKLEY W R CORP-755 SHS 27,123 27,123
    BERKSHIRE HATHAWAY IN DE CL B -198 S    
    BERKSHIRE HATHAWAY, INC-409 SHS    
    BROADRIDGE FINL SOLUTION-1,915 SHS 43,969 43,969
    BROADRIDGE FINANCIAL 135SH 8,729 8,729
    CABLE ONE INC- 57 SH 32,874 32,874
    CARLISLE COMPANIES INC 145 SHS 15,203 15,203
    CASH AMERICA - 790 SH    
    CATERPILLAR INC-398 SHS    
    CHEVRON CORP-209/67 SHS 7,018 7,018
    CIGNA CORP-89 SHS    
    CITIGROUP INC NEW 584 SHS    
    COCA COLA 167SH 7,081 7,081
    COMPASS MNRLS INTL INC-345 SHS 24,788 24,788
    COMMERCE BANCSHARES 150SH 7,473 7,473
    CONOCOPHILLIPS-220 SHS    
    CULLEN FROST BANKERS INC-560 SHS    
    CVS HEALTH CORP - 201/75 SH 6,308 6,308
    DONALDSON COMPANY INC -860 SH 13,732 13,732
    DOW CHEMICAL CO-260 SHS    
    DUN & BRADSTREET-150 SHS 18,728 18,728
    DUKE ENERGY CORP NEW-285 SHS    
    EATON CORP-592 SHS    
    EMERSON ELECTRIC COMPANY-595 SHS    
    EPLUS INC 240 SHS 21,972 21,972
    ESTERLINE TECHNOLOGIES - 400 SH 29,380 29,380
    EXXON MOBIL 76SH 6,332 6,332
    FIRST CASH FINANCIAL SERVICES -1168 55,130 55,130
    FLIR SYSTEMS INC-1155 SHS    
    FORTIS INC 176SH 5,782 5,782
    FULLER H B COMPANY-790/1160 SHS 48,801 48,801
    GENERAL ELECTRIC CO-1,527 SHS    
    GENERAL MILLS INC- 502/139SHS 8,615 8,615
    GENPACT LTD-2010 SHS 46,210 46,210
    GILEAD SCIENCES 67SH 4,933 4,933
    GRAHAM HOLDINGS COMPANY-40/76 SHS 36,100 36,100
    GRAINGER W W 28SH 5,827 5,827
    GREENLIGHT CAPITAL-880/1005 SHS 20,000 20,000
    HARLEY DAVIDSON - 245 SH    
    HENRY JACK & ASSOC 94SH 7,616 7,616
    HONEYWELL INTL INC-266 SHS    
    ILLINOIS TOOL WORKS 63SH 7,155 7,155
    INTL BUSINESS MACHINES 41SH 6,301 6,301
    INTL FLAVOR & FRANGRANCES 69SH 9,024 9,024
    INTEL CORP- 869 SH    
    INTERPUBLIC GROUP CO. INC.-1690 SHS 37,839 37,839
    JOHNSON & JOHNSON 72SH 8,351 8,351
    KENNEDY-WILSON 965 SH 19,879 19,879
    KENNAMETAL INC-590 SHS    
    KIMBERLY-CLARK CORP-340/293 SHS 6,979 6,979
    KIRBY CORP-430/645 SHS 38,023 38,023
    LEGGETT & PLATT 155SH 7,111 7,111
    LINDSAY CORP-180 SHS    
    LOCKHEED MARTIN CORP-218 SHS    
    MANPOWER GROUP INC - 450/615 SH 47,232 47,232
    MASTERCARD INC 82SH 8,776 8,776
    MCDONALDS CORP 64SH 7,204 7,204
    MERCK & COMPANY - 479/130 SH 7,634 7,634
    METLIFE - 527 SH    
    MICROSOFT CORP - 604 SH    
    MKS INSTRUMENTS INC-550 SHS 27,748 27,748
    MONDELEZ INTERNATIONAL INC 680 SHS    
    MSC INDUSTRIAL DIRECT CL A-550 SHS 40,040 40,040
    NATIONAL OILWELL VARCO 710 SH    
    NESTLE S A SPNSD 80SH 5,812 5,812
    NORFOLK SOUTHERN CORP-151 SHS    
    NORVARTIS AG 103SH 7,315 7,315
    NVR INC-7 SHS 10,661 10,661
    OCCIDENTAL PETROL 96SH 6,999 6,999
    ORACLE CORP 464 SH    
    PARKER-HANNIFIN CORP 130 SH    
    PENSKE AUTO 500 SH 22,375 22,375
    PEPSICO INC-295 SHS    
    PHILLIP MORRIS INTL INC-424 SHS    
    PHILLIPS 66-176 SHS    
    PLUM CREEK TIMBER CO INC-501 SHS    
    POLARIS INDUSTRIES 49SH 3,754 3,754
    PROGRESS SOFTWARE CORP.-860 SHS 23,143 23,143
    PRUDENTIAL FINANCIAL INC-389 SHS    
    PUBLIC SERVICE ENTERPRISE-514 SH    
    QUALCOMM INC - 417/140 SH 9,621 9,621
    REALTY INCOME 124SH 7,346 7,346
    REPUBLIC SERVICES 169SH 8,894 8,894
    ROBERT HALF INTL INC-405/955 SHS 35,736 35,736
    ROSS STORES 130SH 8,130 8,130
    ROYAL DUTCH SHELL PLC-714 SHS    
    RPX CORP-1895/1316 SHS 12,844 12,844
    RYDER SYSTEM INC-535 SHS 37,124 37,124
    SCANSOURCE INC-765/355 SHS 12,425 12,425
    SCHLUMBERGER LTD-155 SHS    
    SMUCKER JM 61SH 8,010 8,010
    SPECTRA ENERGY CORP-630 SHS    
    STERIS PLC 111 SH 7,417 7,417
    TARGET CORP-423 SHS    
    TRIMAS CORP - 855/1193 SH 21,414 21,414
    TRAVELERS CO 69 SH 7,464 7,464
    UNIFIRST CORP-195/215 SHS 26,338 26,338
    UNION PACIFIC 62SH 5,467 5,467
    UNITED PARCEL SRV 70 SH 7,543 7,543
    UNITED TECHNOLOGIES 61 SH 6,234 6,234
    VALMONT INDUSTRIES INC-180 SHS 23,031 23,031
    VARIAN MEDICAL SYSTEMS-320 SHS. 29,034 29,034
    VALSPAR CORP 89SH 8,864 8,864
    V F CORP 104SH 5,638 5,638
    WAL-MART 87 SH 6,092 6,092
    WALGREENS BOOTS 86SH 7,115 7,115
    WEC ENERGY 156SH 9,316 9,316
    WELLS FARGO & CO NEW-485 SHS    
    WOODWARD INC-1020 SHS 60,160 60,160
    XCEL ENERGY 186SH 7,728 7,728
    XILINX INC 148SH 7,529 7,529
    ZIONS BANCORPORATION-940 SHS 30,277 30,277

    TY 2015 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
    PIMCO ALL ASSET CL A FMV 416,165 416,165

    TY 2015 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. 11,200 11,200 11,200 11,200


    TY 2015 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 1,597 1,597 1,597


    TY 2015 OtherDecreasesSchedule
    Name:
    THE ANGELO AND MARGARET DIPONIO
     
    FOUNDATION
    EIN:
    38-2828486
    Description Amount
    UNREALIZED LOSS ON SECURITIES 68,013


    TY 2015 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 2015 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. 44,324 44,324 44,324 44,324


    TY 2015 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 295 295 295 295