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 11-01-2018 , and ending 10-31-2019
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. 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$3,607,481
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.............
3 Interest on savings and temporary cash investments 2,417 2,417 2,417
4 Dividends and interest from securities... 54,284 54,284 54,284
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 398,002
b Gross sales price for all assets on line 6a 1,906,760
7 Capital gain net income (from Part IV, line 2)... 8,862
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........ 454,703 65,563 56,701
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)......... 1,265 1,265 1,265 1,265
b Accounting fees (attach schedule)....... 5,950 5,950 5,950 5,950
c Other professional fees (attach schedule).... 34,750 34,750 34,750 34,750
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 472   472 472
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.......... 42,457 41,985 42,457 42,457
25 Contributions, gifts, grants paid....... 8,000 8,000
26 Total expenses and disbursements. Add lines 24 and 25 50,457 41,985 42,457 50,457
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 404,246
b Net investment income (if negative, enter -0-) 23,578
c Adjusted net income (if negative, enter -0-)... 14,244
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............. 135,266 220,043 220,043
2 Savings and temporary cash investments......... 591,499 144,505 144,505
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)....... 1,743,153 Click to see attachment1,452,273 1,452,273
c Investments—corporate bonds (attach schedule)....... 343,976 Click to see attachment362,952 362,952
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 444,521 Click to see attachment1,427,708 1,427,708
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment418    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,258,833 3,607,481 3,607,481
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)   Click to see attachment54
23 Total liabilities (add lines 17 through 22).........   54
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.................. 3,258,833 3,607,427
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    
30 Total net assets or fund balances (see instructions)..... 3,258,833 3,607,427
31 Total liabilities and net assets/fund balances (see instructions). 3,258,833 3,607,481
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
3,258,833
2
Enter amount from Part I, line 27a .....................
2
404,246
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,663,079
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
55,652
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,607,427
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.)
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 8,862
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 553,755 3,467,198 0.159713
2016 361,212 3,674,633 0.098299
2015 559,091 3,830,050 0.145975
2014 373,814 4,237,362 0.088219
2013 311,779 4,413,804 0.070637
2
Total of line 1, column (d) .....................
2
0.562843
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
0.112569
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
3,381,641
5
Multiply line 4 by line 3......................
5
380,668
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
236
7
Add lines 5 and 6........................
7
380,904
8
Enter qualifying distributions from Part XII, line 4,.............
8
50,457
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 1 472
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........................... 3 472
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- ..... 5 472
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 418
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.............. 7 418
8 Enter any penalty for underpayment of estimated tax. Check here 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 54
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   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 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 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 —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
     
     
    ........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
     
     
    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
    MARGARET E DIPONIO DIRECTOR
    000.00
    0 0 0
    5155 CURTIS
    PLYMOUTH,MI48170
    MATTHEW C QUINN DIRECTOR
    000.00
    0 0 0
    28345 BECK ROAD SUITE 301
    WIXOM,MI48393
    CHARLES E BIETLER DIRECTOR
    000.00
    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  
    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
    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 (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
    3,255,294
    b
    Average of monthly cash balances.......................
    1b
    177,635
    c
    Fair market value of all other assets (see instructions)................
    1c
    209
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,433,138
    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
    3,433,138
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    51,497
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,381,641
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    169,082
    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
    169,082
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    472
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    472
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    168,610
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    168,610
    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
    168,610
    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
    50,457
    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
    50,457
    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
    50,457
    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 7 168,610
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 91,905
    b From 2014...... 162,860
    c From 2015...... 367,984
    d From 2016...... 177,510
    e From 2017...... 380,597
    fTotal of lines 3a through e........ 1,180,856
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 50,457
    a Applied to 2017, 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 2018 distributable amount..... 50,457
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018. 118,153 118,153
    (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 1,062,703
    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 ..........
    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) .......
     
    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 ......
    1,062,703
    10 Analysis of line 9:
    a Excess from 2014.... 136,612
    b Excess from 2015.... 367,984
    c Excess from 2016.... 177,510
    d Excess from 2017.... 380,597
    e Excess from 2018....  
    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).)
    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 (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
    FORGOTTEN HARVEST
    21800 GREENFIELD ROAD
    OAK PARK,MI48237
      501(C)(3) CAMPAIGN 500
    ARC OF NORTHWEST WAYNE
    26049 FIVE MILE
    REDFORD,MI48249
      501(C)(3) CAMPAIGN 500
    ANGELA HOSPICE
    14100 NEWBURGH ROAD
    LIVONIA,MI48154
      501(C)(3) CAMPAIGN 2,000
    DETROIT PUBLIC TELEVISION
    1 CLOVER COURT
    WIXOM,MI48393
        CAMPAIGN 1,000
    LEADER DOG FOR THE BLIND
    1039 S ROCHESTER RD
    ROCHESTER HILLS,MI48307
      501(C)(3) CAMPAIGN 2,000
    MAKE A WISH FOUNDATION
    7600 GRAND RIVER AVE
    BRIGHTON,MI48114
      501(C)(3) CAMPAIGN 1,500
    SOCIETY OF ST VINCENT DE PAUL
    3000 GRATIOT AVE
    DETROIT,MI48207
      501(C)(3) CAMPAIGN 500
    Total .................................bullet 3a 8,000
    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 2,417  
    4 Dividends and interest from securities....     14 54,284  
    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 ............
            398,002
    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)..   56,701 398,002
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    454,703
    (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

    TY 2018 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 5,950 5,950 5,950 5,950

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

    TY 2018 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
    3M COMPANY 2016-08 PURCHASE 2019-07   8,386 8,684     -298  
    ALLSCRIPTS HLTHCR SOLTNS 2015-01 PURCHASE 2018-11   30,858 37,104     -6,246  
    ALLSCRIPTS HLTHCR SOLTNS 2017-11 PURCHASE 2018-11   5,301 6,793     -1,492  
    ANXITER INTL INC 2012-04 PURCHASE 2019-01   17,016 21,125     -4,109  
    ARCOSA INC 2018-04 PURCHASE 2018-11   8,215 7,365     850  
    ARGO GROUP 2018-02 PURCHASE 2019-10   33,430 25,973     7,457  
    ARMSTRONG WORLD INDS NEW 2014-09 PURCHASE 2019-04   11,790 6,759     5,031  
    ARMSTRONG WORLD INDS NEW 2017-09 PURCHASE 2019-05   18,533 10,504     8,029  
    ARMSTRONG WORLD INDS NEW 2017-09 PURCHASE 2019-06   12,732 6,038     6,694  
    ARMSTRONG WORLD INDS NEW 2016-08 PURCHASE 2019-06   10,832 4,945     5,887  
    ARMSTRONG WORLD INDS NEWS 2017-01 PURCHASE 2019-10   34,923 15,126     19,797  
    ARROW ELECTRONICS INC 2018-07 PURCHASE 2019-01   4,416 4,437     -21  
    ARROW ELECTRONICS INC 2003-09 PURCHASE 2019-01   4,416 1,105     3,311  
    ARROW ELECTRONICS INC 2019-09 PURCHASE 2019-10   16,186 15,483     703  
    ARROW ELECTRONICS INC 2008-12 PURCHASE 2019-10   25,591 5,540     20,051  
    AVERY DENNISON 2018-09 PURCHASE 2019-08   6,407 6,474     -67  
    AVERY DENNISON 2018-05 PURCHASE 2019-08   7,070 7,086     -16  
    AVERY DENNISON CORP 2018-11 PURCHASE 2019-10   25,253 21,640     3,613  
    AVERY DENNISON CORP 2018-07 PURCHASE 2019-10   56,985 30,682     26,303  
    BERKLEY W R CORP 2018-11 PURCHASE 2019-04   3 3        
    BERKLEY W R CORP 2018-02 PURCHASE 2019-04   29 14     15  
    BERKLEY W R CORP 2018-11 PURCHASE 2019-07   8,145 6,392     1,753  
    BERKLEY W R CORP 2013-05 PURCHASE 2019-10   50,501 13,101     37,400  
    BERLEY W R CORP 2018-02 PURCHASE 2019-07   11,465 7,905     3,560  
    CABLE ONE INC 2018-05 PURCHASE 2019-03   4,709 3,308     1,401  
    CABLE ONE INC 2015-07 PURCHASE 2019-03   4,709 1,842     2,867  
    CABLE ONE INC 2014-09 PURCHASE 2019-06   13,597 3,189     10,408  
    CABLE ONE INC 2014-09 PURCHASE 2019-07   18,357 3,986     14,371  
    CARLISLE COMPANIES INC 2018-11 PURCHASE 2019-10   8,966 6,532     2,434  
    CARLISLE COMPANIES INC 2018-05 PURCHASE 2019-10   83,918 49,507     34,411  
    CARS COM INC 2017-11 PURCHASE 2019-08   9,238 27,295     -18,057  
    COMMERCE BANCSHARES INC 2016-08 PURCHASE 2018-12   11 8     3  
    DONALDSON CO INC 2019-01 PURCHASE 2019-10   28,162 26,202     1,960  
    ENPRO INDUSTRIES INC 2018-12 PURCHASE 2019-10   7,412 7,481     -69  
    ENPRO INDUSTRIES INC 2018-09 PURCHASE 2019-10   19,376 22,138     -2,762  
    EPLUS INC 2019-04 PURCHASE 2019-10   4,005 4,880     -875  
    EPLUS INC 2018-03 PURCHASE 2019-10   34,304 24,457     9,847  
    FACTSET RESEARCH SYS INC 2017-08 PURCHASE 2019-05   21,728 12,536     9,192  
    FIRST CASH INC 2015-05 PURCHASE 2019-10   47,146 16,820     30,326  
    FIRSTCASH INC 2018-10 PURCHASE 2019-03   6,958 5,897     1,061  
    FIRSTCASH INC 2015-08 PURCHASE 2019-03   2,348 1,029     1,319  
    FIRSTCASH INC 2015-08 PURCHASE 2019-07   17,490 5,664     11,826  
    GARDNER DENVER HLDGS INC 2019-03 PURCHASE 2019-04   20,647 17,882     2,765  
    GENPACT LTD 2018-08 PURCHASE 2019-08   9,240 7,263     1,977  
    GENPACT LTD 2018-05 PURCHASE 2019-08   9,593 6,618     2,975  
    GENPACT LTD 2016-11 PURCHASE 2019-10   77,391 33,600     43,791  
    GRAHAM HOLDINGS CO 2015-07 PURCHASE 2019-04   4,112 4,138     -26  
    GRAHAM HOLDINGS CO 2018-10 PURCHASE 2019-10   7,228 6,340     888  
    GRAHAM HOLDINGS CO 2017-01 PURCHASE 2019-10   72,281 55,369     16,912  
    HAIN CELESTIAL GROUP INC 2018-07 PURCHASE 2019-04   19,606 25,457     -5,851  
    HD SUPPLY HOLDINGS 2019-09 PURCHASE 2019-10   53,074 58,024     -4,950  
    HOWARD HUGHES CORP 2018-11 PURCHASE 2019-10   11,464 9,807     1,657  
    HOWARD HUGHES CORP 2018-09 PURCHASE 2019-10   37,704 37,643     61  
    INTERPUBLIC GROUP 2019-07 PURCHASE 2019-10   7,964 8,980     -1,016  
    INTERPUBLIC GROUP 2017-11 PURCHASE 2019-10   51,325 46,428     4,897  
    INTL FLAVOR & FRANGRANCE 2016-08 PURCHASE 2019-10   7,900 9,371     -1,471  
    KENNEDY-WILSON HLDGS INC 2018-11 PURCHASE 2019-10   3,917 3,580     337  
    KENNEDY-WILSON HLDGS INC 2018-03 PURCHASE 2019-10   42,771 41,636     1,135  
    KONTOOR BRANDS INC 2016-08 PURCHASE 2019-05   29 24     5  
    KONTOOR BRANDS INC 2016-08 PURCHASE 2019-06   398 384     14  
    MANPOWERGROUP INC 2018-11 PURCHASE 2019-10   8,687 8,648     39  
    MANPOWERGROUP INC 2018-08 PURCHASE 2019-10   38,024 31,734     6,290  
    MASTERCARD INC A 2016-08 PURCHASE 2019-10   1,886 677     1,209  
    MC CORMICK & COMPANY 2017-11 PURCHASE 2018-11   2,821 1,900     921  
    MSC INDL DIRECT CL A 2019-04 PURCHASE 2019-10   13,927 16,456     -2,529  
    MSC INDL DIRECT CL A 2016-01 PURCHASE 2019-10   13,096 11,882     1,214  
    OCCIDENTAL PETRO CORP 2017-12 PURCHASE 2018-11   1,744 1,757     -13  
    OCCIDENTAL PETRO CORP 2016-08 PURCHASE 2018-11   6,696 7,133     -437  
    PENSKE AUTOMOTIVE GROUP 2017-09 PURCHASE 2019-10   34,868 31,415     3,453  
    PHIBRO ANIMAL HLTH A 2019-06 PURCHASE 2019-08   8,617 8,136     481  
    PHIBRO ANIMAL HLTH A 2019-06 PURCHASE 2019-10   7,451 9,763     -2,312  
    ROBERT HALF INTL INC 2019-09 PURCHASE 2019-10   20,458 21,208     -750  
    ROBERT HALF INTL INC 2013-01 PURCHASE 2019-10   13,409 7,074     6,335  
    ROSS STORES 2016-08 PURCHASE 2018-11   4,613 2,846     1,767  
    RYDER SYSTEM INC 2019-08 PURCHASE 2019-10   11,372 12,601     -1,229  
    RYDER SYSTEM INC 2016-01 PURCHASE 2019-10   32,214 34,237     -2,023  
    STERIS PLC USD 2016-08 PURCHASE 2019-02   3,413 2,010     1,403  
    TE CONNECTIVITY LTD 2019-10 PURCHASE 2019-10   7,253 6,695     558  
    TIVO CORP 2018-03 PURCHASE 2018-11   14,825 20,721     -5,896  
    TRAVELERS COS INC 2016-08 PURCHASE 2018-11   8,542 8,181     361  
    TRIMAS CORP NEW 2019-08 PURCHASE 2019-10   10,055 10,725     -670  
    TRIMAS CORP NEW 2017-12 PURCHASE 2019-10   44,984 34,827     10,157  
    TRINITY INDUSTRIES INC 2019-01 PURCHASE 2019-10   21,682 26,354     -4,672  
    TRINITY INDUSTRIES INC 2018-04 PURCHASE 2019-10   13,857 18,271     -4,414  
    UPS INC B 2016-08 PURCHASE 2019-05   7,055 7,765     -710  
    VALMONT INDUSTRIES INC 2019-04 PURCHASE 2019-10   14,672 14,239     433  
    VALMONT INDUSTRIES INC 2018-07 PURCHASE 2019-10   22,007 23,725     -1,718  
    VIASAT INC 2018-02 PURCHASE 2019-10   40,688 40,807     -119  
    WABCO HOLDINGS INC 2019-08 PURCHASE 2019-10   26,209 25,043     1,166  
    WABCO HOLDINGS INC 2018-08 PURCHASE 2019-10   20,027 18,105     1,922  
    WATSCO INC A 2019-04 PURCHASE 2019-10   25,779 22,752     3,027  
    WHITE MTN INS GROUP LTD 2018-12 PURCHASE 2019-10   4,291 3,584     707  
    WHITE MTN INS GROUP LTD 2018-07 PURCHASE 2019-10   63,299 53,411     9,888  
    WOODWARD INC 2018-12 PURCHASE 2019-03   8,337 6,682     1,655  
    WOODWARD INC 2014-01 PURCHASE 2019-03   663 323     340  
    WOODWARD INC 2015-09 PURCHASE 2019-08   18,700 7,715     10,985  
    WOODWARD INC 2014-06 PURCHASE 2019-10   51,541 20,277     31,264  
    XILINK INC 2016-08 PURCHASE 2019-02   8,192 3,414     4,778  
    ZIONS 2019-07 PURCHASE 2019-10   27,647 29,216     -1,569  
    ZIONS 2018-03 PURCHASE 2019-10   20,149 13,016     7,133  
    ANXITER INTL INC 2013-01 PURCHASE 2019-02   16,587 17,840     -1,253  

    TY 2018 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
    EATON VANCE CORE PLUS BOND 362,952 362,952

    TY 2018 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    
    ACCENTURE PLC 10,569 10,569
    ACCENTURE PLC 18,727 18,727
    ALCON INC 4,623 4,623
    ALPHABET INC 50,404 50,404
    ALLSCRIPTS HEALTH CARE -1095 SH    
    AIR PRODUCTS & CHEMICALS 71SH 12,582 12,582
    AMERICAN TOWER CORP NEW 12,212 12,212
    AMERICAN TOWER CORP NEW 17,010 17,010
    ANALOG DEVICES INC 20,793 20,793
    ANIXTER INTL INC-515 SHS    
    ARTHUR J GALLAGHER & COMPANY 10,582 10,582
    APPLE INC - 290/84 SH 20,896 20,896
    ARGO GROUP INTL    
    ARMSTRONG WORLD IND. INC NEW-555 SHS    
    ARROW ELECTRONICS, INC-595 SHS    
    ASSURANT INC 99 SH 9,960 9,960
    AT&T INC 213SH 8,198 8,198
    AUTOMATIC DATA PROCESSING 90SH 14,601 14,601
    AVERY DENNISON CORP-700 SHS    
    BECTON DICKINSON 59SH 12,032 12,032
    BERKLEY W R CORP-755 SHS    
    BERSHIRE HATHAWAY INC 42,941 42,941
    BOOKING HOLDINGS 22,536 22,536
    BROADRIDGE FINANCIAL 135SH 9,517 9,517
    BROOKFIELD ASSETT 46,410 46,410
    CABLE ONE INC- 57 SH    
    CARLISLE COMPANIES INC 145 SHS    
    CARMAX INC 45,374 45,374
    CARS COM INC    
    CASEYS GENL STORES INC 13,152 13,152
    CDW CORP 34,919 34,919
    COCA COLA 167SH 9,089 9,089
    COGNIZANT TECHNOLOGY 30,714 30,714
    COMMERCE BANCSHARES 11,069 11,069
    COPART INC 28,593 28,593
    COSTCO WHOLESALE CORP 10,399 10,399
    DANAHER CORP 28,391 28,391
    DOLLAR TREE 37,978 37,978
    ENPRO INDUSTRIES INC    
    EPLUS INC 240 SHS    
    EXXON MOBIL 6,960 6,960
    EXXON MOBIL 22,906 22,906
    FACTSET RESEARCH SYSTEMS    
    FIRST CASH FINANCIAL SERVICES -1168    
    GENPACT LTD-2010 SHS    
    GILEAD SCIENCES 67SH 5,543 5,543
    GLACIER BANCORP INC NEW 9,691 9,691
    GRAHAM HOLDINGS COMPANY-40/76 SHS    
    HAIN CELESTIAL GROUP    
    HENRY JACK & ASSOC 94SH 8,918 8,918
    HOME DEPOT 15,013 15,013
    HOWARD HUGES CORP    
    ILLINOIS TOOL WORKS 63SH 10,621 10,621
    INTL BUSINESS MACHINES 41SH 9,762 9,762
    INTL FLAVOR & FRANGRANCES 69SH    
    INTERPUBLIC GROUP CO. INC.-1690 SHS    
    JACOBS ENIGINEERING GROUP 46,509 46,509
    JOHNSON & JOHNSON 72SH 9,507 9,507
    KENNEDY-WILSON 1555 SH    
    KIMBERLY-CLARK CORP-340/293 SHS 8,106 8,106
    LEGGETT & PLATT 155SH 11,337 11,337
    LINDE PLC 27,571 27,571
    LOWES COMPANIES 46,430 46,430
    MANPOWER GROUP INC - 450/615 SH    
    MASTERCARD INC 82SH 17,439 17,439
    MCCORMICK & COMPANY INC 10,927 10,927
    MCDONALDS CORP 64SH 12,589 12,589
    MERCK & COMPANY - 479/130 SH 11,266 11,266
    MSC INDUSTRIAL DIRECT CL A-550 SHS    
    NASDAQ INC 8,880 8,880
    NORVARTIS AG 103SH 34,276 34,276
    OCCIDENTAL PETROL 96SH    
    OMNICOM GROUP INC 18,680 18,680
    ONEOK INC 10,754 10,754
    PACCAR INC 30,576 30,576
    PENSKE AUTO 500 SH    
    PPG INDUSTRIES INC 47,170 47,170
    PROGRESSIVE CORP OH 28,647 28,647
    PROSPERITY BANCSHARES 9,111 9,111
    QUALCOMM INC - 417/140 SH 11,262 11,262
    REALTY INCOME 124SH 12,596 12,596
    REPUBLIC SERVICES 169SH 12,514 12,514
    ROBERT HALF INTL INC-405/955 SHS    
    ROSS STORES 130SH 9,212 9,212
    RYDER SYSTEM INC-535 SHS    
    SCHWAB CHARLES CORP 15,755 15,755
    SHERWIN WILLIAMS CO 12,019 12,019
    SNAP ON INC 9,923 9,923
    STERIS PLC 11,750 11,750
    STRYKER CORP 10,814 10,814
    TE CONNECTIVITY LTD 21,391 21,391
    TJX COS INC 35,339 35,339
    TIVO CORP    
    TRACTOR SUPPLY CO 13,018 13,018
    TRIMAS CORP - 855/1193 SH    
    TRINITY INDUSTRIES    
    TRAVELERS CO 69 SH    
    UNION PACIFIC 62SH 11,748 11,748
    UNITED PARCEL SRV 70 SH    
    UNITED TECHNOLOGIES 61 SH 8,758 8,758
    U S BANCORP DE 45,331 45,331
    VIASAT INC    
    VALMONT INDUSTRIES INC-180 SHS    
    VARIAN MEDICAL SYSTEM 34,672 34,672
    VERIZON COMMUNICATIONS 8,766 8,766
    V F CORP 104SH 8,559 8,559
    VISA INC 31,658 31,658
    WABCO HOLDINGS INC    
    WALGREENS BOOTS 86SH 7,231 7,231
    WATSCO INC 12,517 12,517
    WEC ENERGY 156SH 14,726 14,726
    WHITE MOUNTAINS INSURANCE    
    WOODWARD INC-1020 SHS    
    XCEL ENERGY 186SH 11,813 11,813
    XILINX INC 148SH 7,441 7,441
    ZIONS BANCORPORATION-940 SHS    

    TY 2018 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
    EATON VANCE ALL ASSET FMV 464,935 464,935
    CATALYST MILLBURN HEDGE STR FMV 962,773 962,773

    TY 2018 LegalFeesSchedule
    Name:
    THE ANGELO AND MARGARET DIPONIO
     
    FOUNDATION
    EIN:
    38-2828486
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MATT QUINN 1,265 1,265 1,265 1,265


    TY 2018 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 418    


    TY 2018 OtherDecreasesSchedule
    Name:
    THE ANGELO AND MARGARET DIPONIO
     
    FOUNDATION
    EIN:
    38-2828486
    Description Amount
    UNREALIZED LOSS ON SECURITIES 55,652


    TY 2018 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 2018 OtherLiabilitiesSchedule
    Name:
    THE ANGELO AND MARGARET DIPONIO
     
    FOUNDATION
    EIN:
    38-2828486
    Description Beginning of Year - Book Value End of Year - Book Value
    FEDERAL EXCISE TAX PAYABLE   54


    TY 2018 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. 34,750 34,750 34,750 34,750


    TY 2018 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        
    FEDERAL EXCISE TAX 472   472 472