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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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 bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$5,769,520J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 3,764 3,764  
4 Dividends and interest from securities... 185,473 185,473  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 26,334
b Gross sales price for all assets on line 6a 1,016,650
7 Capital gain net income (from Part IV, line 2)... 26,334
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 2,861 2,861  
12 Total. Add lines 1 through 11........ 218,432 218,432  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
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).... Click to see attachment 79,298 43,298   36,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,297 87    
19 Depreciation (attach schedule) and depletion... Click to see attachment 554    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 529     529
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 30,875 723   30,152
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 115,553 44,108   66,681
25 Contributions, gifts, grants paid....... 226,700 226,700
26 Total expenses and disbursements. Add lines 24 and 25 342,253 44,108   293,381
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -123,821
b Net investment income (if negative, enter -0-) 174,324
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 309,407 724,450 724,450
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) 257,306 Click to see attachment241,251 229,754
b Investments—corporate stock (attach schedule)....... 3,946,457 Click to see attachment3,413,902 4,031,262
c Investments—corporate bonds (attach schedule)....... 766,440 Click to see attachment776,621 742,139
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 26,335 Click to see attachment26,454 39,882
14 Land, buildings, and equipment: basis bullet2,772
Less: accumulated depreciation (attach schedule) bullet739 2,587 Click to see attachment2,033 2,033
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,308,532 5,184,711 5,769,520
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 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
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 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 5,308,532 5,184,711
30 Total net assets or fund balances (see instructions)..... 5,308,532 5,184,711
31 Total liabilities and net assets/fund balances (see instructions). 5,308,532 5,184,711
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
5,308,532
2
Enter amount from Part I, line 27a .....................
2
-123,821
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,184,711
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
5,184,711
Form 990-PF (2018)
Form 990-PF (2018)
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
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 1,016,650   990,316 26,334
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       26,334
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 26,334
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))
2017 297,966 6,101,609 0.048834
2016 291,351 5,805,498 0.050185
2015 285,418 5,920,372 0.048209
2014 273,226 5,879,664 0.04647
2013 275,257 5,631,336 0.04888
2
Total of line 1, column (d) .....................
2
0.242578
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.048516
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
6,055,293
5
Multiply line 4 by line 3......................
5
293,779
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,743
7
Add lines 5 and 6........................
7
295,522
8
Enter qualifying distributions from Part XII, line 4,.............
8
293,381
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
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 3,486
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 3,486
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 3,486
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,600
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 3,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 2
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 10 112
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet112 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)
    bulletNY
    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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    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
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country 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
     
    No
    ........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 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    Brian Behan Dir, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Brian Davey Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    De Anna Galente Dir
    21.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jonathan Nicholas Galente Chairman of the Board
    15.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Vincent P Gianatasio Dir, Sec
    4.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Phil Greco Dir, VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Xavier Macias Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    5,846,227
    b
    Average of monthly cash balances.......................
    1b
    301,279
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,147,506
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,147,506
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    92,213
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,055,293
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    302,765
    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.)
    1
    Minimum investment return from Part X, line 6....................
    1
    302,765
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,486
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,486
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    299,279
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    299,279
    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
    299,279
    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
    293,381
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    293,381
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    293,381
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 299,279
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 284,511
    b Total for prior years:2016, 2015, 2014  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 293,381
    a Applied to 2017, but not more than line 2a 284,511
    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 2018 distributable amount..... 8,870
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018.    
    (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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		290,409
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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
    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 (2018)
    Form 990-PF (2018)
    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
    ARTS ON THE LAKE INC
    640 RTE 52
    CARMEL,NY10512     		N/A PC General & Unrestricted 1,500
    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 7,500
    BREWSTER EMERGENCY SHELTER PARTNERSHIP
    12 MAIN ST PMB 269
    BREWSTER,NY10509     		N/A PC General & Unrestricted 10,000
    CARDINAL MCCLOSKEY EMERGENCY RESIDENTIAL SCHOOL
    115 E STEVENS AVE STE LL5
    VALHALLA,NY10595     		N/A PC General & Unrestricted 13,000
    COLLABORATIVE CONCEPTS INC
    126 BRYANT POND RD
    PUTNAM VALLEY,NY10579     		N/A PC General & Unrestricted 3,000
    CONSTITUTION ISLAND ASSOCIATION INC
    PO BOX 126
    COLD SPRING,NY10516     		N/A PC General & Unrestricted 5,000
    FIRE POLICE OFFICERS ASSOCIATION
    18 SUMMIT RD
    PATTERSON,NY12563     		N/A PC General & Unrestricted 5,000
    FRANCISCAN SISTERS OF THE ATONEMENT
    41 OLD HIGHLAND TPKE GRAYMOOR
    GARRISON,NY10524     		N/A PC General & Unrestricted 5,000
    FRANCISCAN FRIARS OF THE ATONEMENT
    PO BOX 301
    GARRISON,NY10524     		N/A PC General & Unrestricted 10,000
    FRIENDS OF THE SENIOR CITIZENS OF PUTNAM COUNTY IN
    110 OLD RTE 6 STE 1
    CARMEL,NY10512     		N/A PC General & Unrestricted 1,500
    GARRISONS LANDING ASSOCIATION INC
    PO BOX 205
    GARRISON,NY10524     		N/A PC General & Unrestricted 9,200
    HABITAT FOR HUMANITY INTERNATIONAL INC
    3 GARRETT PL
    CARMEL,NY10512     		N/A PC General & Unrestricted 5,000
    HIGHLAND FRONTIERS INC
    15 WOODLAND DR
    GARRISON,NY10524     		N/A PC General & Unrestricted 1,000
    HOLLYWOOD ART AND CULTURE CENTER INC
    1650 HARRISON ST
    HOLLYWOOD,FL33020     		N/A PC General & Unrestricted 5,000
    HOLLYWOOD LIONS CLUB INC
    PO BOX 220805
    HOLLYWOOD,FL33022     		N/A PC The Jim Silvernale Education Scholarship Fund 5,000
    KENT FIRE DISTRICT NUMBER ONE
    2490 RTE 301
    CARMEL,NY10512     		N/A GOV General & Unrestricted 20,000
    KENT FIRE DISTRICT NUMBER ONE
    2490 RTE 301
    CARMEL,NY10512     		N/A GOV Firematic Program 2,500
    KIDNEYLIFE FOUNDATION INC
    PO BOX 460
    BABYLON,NY11702     		N/A PC General & Unrestricted 5,000
    LE CATS ON THE WATER
    166-40 POWELLS COVE BLVD APT 3A
    WHITESTONE,NY11357     		N/A PC General & Unrestricted 12,500
    NEW YORK FOUNDLING HOSPITAL CENTER FOR PEDIATRIC M
    300 CORPORATE BLVD S
    YONKERS,NY10701     		N/A PC General & Unrestricted 2,500
    NEWBURGH MINISTRY INC
    9 JOHNSTON ST
    NEWBURGH,NY12550     		N/A PC General & Unrestricted 2,000
    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 5,000
    PUTNAM COUNTY VOLUNTEER FIREMENS ASSOCIATION
    103 PARK DR
    DOVER PLAINS,NY12522     		N/A PC General & Unrestricted 500
    PUTNAM HOSPITAL CENTER
    1351 RTE 55 STE 200
    LAGRANGEVILLE,NY12540     		N/A PC General & Unrestricted 5,000
    PUTNAM VALLEY COMMUNITY FOOD PANTRY LTD
    337 PEEKSKILL HOLLOW RD
    PUTNAM VALLEY,NY10579     		N/A PC General & Unrestricted 5,000
    REACT INTERNATIONAL
    PO BOX 17
    HOLMES,NY12531     		N/A PC General & Unrestricted 2,000
    SERVANTS OF RELIEF FOR INCURABLE CANCER
    600 LINDA AVE
    HAWTHORNE,NY10532     		N/A PC General & Unrestricted 5,000
    SOCIETY OF MAYFLOWER DESCENDANTS IN THE STATE OF C
    4 HOLLY FARM LN
    SIMSBURY,CT06070     		N/A PC General & Unrestricted 7,500
    SPACE ON THE FARM INC
    PO BOX 699
    NEW YORK,NY10013     		N/A PC General & Unrestricted 10,000
    ST BARNABAS HOSPITAL
    4422 3RD AVE 2ND FL BRAKER BLDG
    BRONX,NY10457     		N/A PC General & Unrestricted 8,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    262 DANNY THOMAS PL
    MEMPHIS,TN38105     		N/A PC General & Unrestricted 2,500
    TOMPKINS CORNERS CULTURAL CENTER INC
    729 PEEKSKILL HOLLOW RD
    PUTNAM VALLEY,NY10579     		N/A PC General & Unrestricted 5,000
    TOMPKINS CORNERS CULTURAL CENTER INC
    729 PEEKSKILL HOLLOW RD
    PUTNAM VALLEY,NY10579     		N/A PC Fine Arts Program 6,000
    TOWN OF KENT PBA COMMUNITY FUND INC
    500 BULLET HOLE RD
    MAHOPAC,NY10541     		N/A PC General & Unrestricted 10,000
    TOWN OF PUTNAM VALLEY
    265 OSCAWANA LAKE RD
    PUTNAM VALLEY,NY10579     		N/A GOV General & Unrestricted 2,500
    UNIVERSITY OF AKRON FOUNDATION
    302 BUCHTEL MALL
    AKRON,OH44325     		N/A PC General & Unrestricted 1,000
    WESTCHESTER CHILDRENS ASSOCIATION INC
    470 MAMARONECK AVE STE 304
    WHITE PLAINS,NY10605     		N/A PC General & Unrestricted 2,000
    WESTCHESTER COMMUNITY OPPORTUNITY PROGRAM INC
    2 WESTCHESTER PLZ
    ELMSFORD,NY10523     		N/A PC General & Unrestricted 3,500
    Total .................................bullet 3a 226,700
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 3,764  
    4 Dividends and interest from securities....     14 185,473  
    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 26,334  
    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 2,861  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   218,432  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    218,432
    (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 (2018)
    Form 990-PF (2018)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

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

    TY 2018 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
    COMPUTER 2017-09-14 2,772 185 SL 5 554      

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    Anne Anastasi Charitable Foundation
    EIN:
    13-4013290
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ANHEUSER BUSCH BOND - 3.300% - 30,790 29,171
    APPLE INC - 3.250% - 02/23/202 45,804 43,926
    AT&T, INC - 3.950% - 01/15/202 31,100 29,336
    BANK AMER CORP - 4.125% - 01/2 47,481 45,613
    BERKSHIRE HATHAWAY NOTE - 3.12 50,961 48,462
    BOSTON PROPERTIES - 5.625% - 1 25,303 25,915
    BP CAP MKTS AMER - 4.742% - 03 38,179 36,093
    CAPITAL ONE FINL CORP - 4.750% 32,425 30,750
    CITIGROUP INC SR NT - 4.500% - 37,778 35,833
    DOW CHEMICAL CO THE NOTE - 4.2 33,350 30,533
    GENERAL MOTORS - 3.450% - 01/1 40,754 38,761
    GOLDMAN SACHS GROUP INC - 4.00 36,189 34,537
    HCP INC NOTE - 2.625% - 02/01/ 30,352 29,786
    HOME DEPOT INC SR NT - 4.400% 22,240 20,597
    JPMORGAN CHASE & CO - 4.950% - 37,479 35,741
    MORGAN STANLEY - 4.000% - 07/2 26,586 24,664
    ORACLE CORP - 3.625% - 07/15/2 57,370 55,744
    SHELL INTERNATIONAL FIN - 4.30 26,987 25,231
    TARGET BOND - 3.500% - 07/10/2 47,539 45,300
    VERIZON COMMUNICATIONS INC - 5 27,914 26,630
    WELLS FARGO & COMPANY - 2.600% 50,040 49,516

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    Anne Anastasi Charitable Foundation
    EIN:
    13-4013290
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC 29,342 26,087
    ADOBE SYSTEMS, INC 16,782 49,773
    ALIBABA GROUP HOLDING LTD 14,476 13,022
    ALPHABET INC CL A 11,362 42,843
    ALPHABET INC CL C 11,295 42,460
    ALTRIA GROUP INC 23,079 33,882
    AMERICAN ELECTRIC POWER INC 27,755 48,506
    AMERICAN WATER WORKS COMPANY I 12,360 27,231
    APPLE INC 48,206 115,938
    ARES CAPITAL CORPORATION - CLO 29,702 28,044
    AT&T, INC 46,908 41,212
    AVANGRID INC 19,902 36,566
    B&G FOODS INC 22,590 20,237
    BANK OF AMERICA CORP 14,813 15,277
    BB&T CP 28,663 23,826
    BLACKROCK INC 13,037 15,713
    CABOT OIL & GAS CORP 6,594 6,482
    CHEVRON CORP 15,666 20,670
    CHUBB LIMITED 14,512 12,918
    CINCINNATI FINANCIAL CORP 27,617 44,904
    CINTAS CRP 17,138 30,238
    CNI FIXED INCOME OPP FD CL N 1,198,025 1,073,305
    COLGATE-PALMOLIVE COMPANY 26,719 23,808
    COMCAST CORP 26,400 37,455
    COSTCO WHOLESALE CORPORATION 24,538 42,779
    CROWN CASTLE INTL 31,148 31,503
    DANAHER CORP 20,125 26,811
    DOMINION ENERGY INC 25,347 30,156
    DOWDUPONT INC 14,582 12,300
    DUKE ENERGY CO 25,772 34,693
    EATON CORP PLC 29,508 25,404
    EDWARDS LIFESCIENCES 21,366 35,229
    EPR PROPERTIES 18,130 23,883
    EVERSOURCE ENERGYINC 27,289 42,926
    FACEBOOK INC 30,134 40,638
    GARRETT MOTION INC 279 333
    HASBRO INC 44,184 45,500
    HEALTHCARE TRUST OF AMERICA IN 26,418 32,397
    HOME DEPOT INC 15,121 34,364
    HONEYWELL INTL 24,901 35,672
    HUNTINGTON BANCSHARES INC 22,689 17,880
    INGERSOL-RAND PLC 14,084 16,421
    INTEL CORP 29,390 37,544
    INVESCO PREFERRED ETF 29,069 26,805
    ISHARES RUSSELL MIDCAP G IN FD 76,204 91,537
    ISHARES RUSSELL MIDCAP VALUE 76,063 77,648
    JOHNSON & JOHNSON 34,707 36,134
    JP MORGAN CHASE 35,458 64,429
    KIMBERLY CLARK CORP 28,916 28,485
    LAMAR ADVERTISING CO CL A REIT 29,158 38,049
    LIBERTY PROPERTY TRUST SBI 39,943 48,581
    LOCKHEED MARTIN CORP 31,096 28,802
    MAGNA INTERNATIONAL INC 19,074 19,998
    MASTERCARD INC 37,358 94,324
    MERCK & CO INC 30,344 35,913
    MICROSOFT CORP 29,287 61,958
    MID-AMERICA APT COMMUNITIES IN 42,498 50,721
    NATIONAL RETAIL PROPERTIES INC 29,039 43,659
    NORTHROP GRUMMAN CORP 17,538 19,592
    ONEOK INC 30,003 26,975
    PAYCHEX 28,387 44,954
    PEPSICO INC 31,237 30,934
    PFIZER INC 31,149 37,539
    PHILIP MORRIS INTL 38,260 30,443
    PPL CORPORATION 37,344 37,679
    PROCTER GAMBLE CO 31,086 31,253
    PULTE GROUP INC 24,952 37,945
    RAYTHEON CO 13,678 13,802
    ROPER INDUSTRIES 10,334 9,328
    SIX FLAGS ENTERTAINMENT CORPOR 20,366 22,252
    SUNTRUST BKS INC 26,444 24,211
    SYSCO CORP 26,764 52,008
    THE COCA-COLA CO 26,616 28,410
    THERMO FISHER SCIENTIFIC INC 18,625 44,758
    UNION PACIFIC 6,315 8,294
    UNITEDHEALTH GROUP INC 17,939 37,368
    VERIZON COMMUNICATIONS 36,415 48,181
    VISA INC 28,956 90,775
    W. P. CAREY INC 44,170 46,391
    WAL-MART STORES INC 25,466 25,151
    WALT DISNEY HOLDINGS CO 27,891 36,185
    WELLTOWER INC. 25,271 29,985
    WESTROCK COMPANY 45,754 25,677
    XCEL ENERGY INC 26,780 47,299

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    Anne Anastasi Charitable Foundation
    EIN:
    13-4013290
    US Government Securities - End of Year Book Value:

    241,251
    US Government Securities - End of Year Fair Market Value:

    229,754
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2018 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 PART   26,454 39,882

    TY 2018 LandEtcSchedule2
    Name:
    Anne Anastasi Charitable Foundation
    EIN:
    13-4013290
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER 2,772 739 2,033 2,033


    TY 2018 OtherExpensesSchedule
    Name:
    Anne Anastasi Charitable Foundation
    EIN:
    13-4013290
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 29,902     29,902
    Bank Charges 152 152    
    K-1 Exp BROOKFIELD INFRASTRUCT 571 571    
    State or Local Filing Fees 250     250


    TY 2018 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 PARTNERS LP 2,861 2,861  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    Anne Anastasi Charitable Foundation
    EIN:
    13-4013290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 43,298 43,298    
    PHILANTHROPIC CONSULTING SVCS 36,000     36,000


    TY 2018 TaxesSchedule
    Name:
    Anne Anastasi Charitable Foundation
    EIN:
    13-4013290
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2018 3,600      
    990-PF EXTENSION FOR 2017 610      
    Foreign Tax Paid 87 87