Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
ANGELO DONGHIA FOUNDATION INC
C/O LEVY SONET & SIEGEL LLP
Number and street (or P.O. box number if mail is not delivered to street address)630 THIRD AVENUE 23 FL
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10017
A Employer identification number

13-3523056
B Telephone number (see instructions)

(212) 661-1212
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$20,850,143
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 right arrow.............
3 Interest on savings and temporary cash investments 7,900 7,900  
4 Dividends and interest from securities... 546,407 546,407  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -102,559
b Gross sales price for all assets on line 6a 2,081,224
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 76 76  
12 Total. Add lines 1 through 11........ 451,824 554,383  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 150,000 85,714   64,286
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 25,920 25,920   0
c Other professional fees (attach schedule).... 145,749 145,749   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,667 2,667   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 2,534 2,534   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 326,870 262,584   64,286
25 Contributions, gifts, grants paid....... 994,158 994,158
26 Total expenses and disbursements. Add lines 24 and 25 1,321,028 262,584   1,058,444
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -869,204
b Net investment income (if negative, enter -0-) 291,799
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 5,878 4,278 4,278
2 Savings and temporary cash investments......... 2,004,969 1,353,415 1,353,415
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 985,168 Click to see attachment
List of Attached Documents:
// Content
988,915
940,488
b Investments—corporate stock (attach schedule)....... 5,852,985 Click to see attachment
List of Attached Documents:
// Content
6,084,466
11,135,109
c Investments—corporate bonds (attach schedule)....... 1,772,539 Click to see attachment
List of Attached Documents:
// Content
1,817,915
1,777,734
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,855,768 Click to see attachment
List of Attached Documents:
// Content
5,359,114
5,639,119
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,477,307 15,608,103 20,850,143
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 16,477,307 15,608,103
29 Total net assets or fund balances (see instructions)..... 16,477,307 15,608,103
30 Total liabilities and net assets/fund balances (see instructions). 16,477,307 15,608,103
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
16,477,307
2
Enter amount from Part I, line 27a .....................
2
-869,204
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,608,103
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,608,103
Form 990-PF (2023)
Form 990-PF (2023)
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 WELLS FARGO SALES P    
b CLASS ACTION LITIGATION PROCEEDS P    
c ABBEY CAPITAL MULTI-MANAGER P    
d ABBEY CAPITAL MULTI-MANAGER P    
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 2,080,796   2,097,816 -17,020
b 428     428
c     34,387 -34,387
d     51,580 -51,580
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       -17,020
b       428
c       -34,387
d       -51,580
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 -102,559
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
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,056
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 4,056
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,056
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 18,283
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,283
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 14,227
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow14,227 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowSTEVEN G SONET Telephone no.right arrow (212) 661-1212

Located atright arrow630 THIRD AVENEW YORKNY ZIP+4right arrow10017
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
STEVEN G SONET ESQ PRESIDENT & TRUSTEE
5.00
60,000 0 0
C/O LEVY SONET SIEGEL LLP 630 THIRD
AVENUE 23RD FLOOR
NEW YORK,NY10017
JAMES T NERANGIS ESQ SECRETARY & TRUSTEE
5.00
50,000 0 0
C/O LEVY SONET SIEGEL LLP 630 THIRD
AVENUE 23RD FLOOR
NEW YORK,NY10017
ALAN M SIEGEL TREASURER & TRUSTEE
3.00
40,000 0 0
C/O LEVY SONET SIEGEL LLP 630 THIRD
AVENUE 23RD FLOOR
NEW YORK,NY10017
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 DUE TO THE COVID-19 PANDEMIC, THE FOUNDATION WAS UNABLE TO CONDUCT ITS SENIOR INTERIOR DESIGN STUDENT SCHOLARSHIP COMPETITION PROGRAM. IN LIEU OF THE COMPETITION PROGRAM, THE FOUNDATION INVITED OVER FIFTY NATIONALLY ACCREDITED SCHOOLS, COLLEGES AND UNIVERSITIES OF INTERIOR DESIGN LOCATED THROUGHOUT THE UNITED STATES ("ID SCHOOLS") TO SUBMIT GRANT REQUESTS FOR PROGRAMS THAT SEEK TO ADVANCE INTERIOR DESIGN EDUCATION OR OTHERWISE MEET THE FOUNDATION'S STATED PURPOSES. THE FOUNDATION FUNDED GRANT REQUEST PROPOSALS MADE BY TEN OF THE ID SCHOOLS, AMOUNTING TO $564,491 AWARDED (IN LIEU OF THE COMPETITION PROGRAM). 0
2  
3  
4  
Part VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
17,896,304
b
Average of monthly cash balances.......................
1b
1,958,236
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
19,854,540
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
19,854,540
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
297,818
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,556,722
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
977,836
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
977,836
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,056
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,056
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
973,780
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
973,780
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
973,780
Part XI
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
1,058,444
b
Program-related investments—total from Part VIII-B..................
1b
0
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 XII, line 4. .......
4
1,058,444
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 973,780
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 923,977
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,058,444
a Applied to 2022, but not more than line 2a 923,977
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 134,467
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(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 ..........
0
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......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
839,313
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) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ALPHA WORKSHOPS

322 THIRD AVE FL 5
BROOKLYN,NY11215
    GRANT TO SUPPORT ADVANCED DESIGN TRAINING PROGRAMS FOR HIV POSITIVE INDIVIDUALS 75,000

CALIFORNIA COLLEGE OF THE ARTS

1111 8TH STREET
SAN FRANCISCO,CA94107
    GRANT TO SUPPORT INTERIOR DESIGN MATERIALITY & SPACE CURRICULUM 25,000

MARYVILLE UNIVERSITY

650 MARYVILLE UNIVERSITY DR
ST LOUIS,MO63141
    GRANT TO SUPPORT THE INTERIOR DESIGN DESIGN AMBASSADORS PROGRAM 25,000

NEW YORK-WEILL CORNELL MEDICAL CENTER

525 EAST 68TH STREET
NEW YORK,NY10021
    UNRESTRICTED GIFT TO LABORATORY FOR AIDS RESEARCH 100,000

OTIS COLLEGE OF ART & DESIGN

9045 LINCOLN BLVD
LOS ANGELES,CA90045
    GRANT TO SUPPORT DONGHIA IN RESIDENCE LECTURE, COURSE AND STUDENT COMPETITION 50,000

PARSON'S SCHOOL OF DESIGN THE NEW SCHOOL

55 WEST 13TH ST
NEW YORK,NY10011
    GRANT TO SUPPORT A STUDENT DESIGNED INSTALLATION PROJECT 60,000

PARSON'S SCHOOL OF DESIGN THE NEW SCHOOL

55 WEST 13TH ST
NEW YORK,NY10011
    GRANT TO SUPPORT RESEARCH ASSISTANT HIRING FOR THE DONGHIA (HEALTHIER) MATERIALS LIBRARY 30,000

PRATT INSTITUTE

200 WILLOUGHBY AVE
BROOKLYN,NY11205
    GRANT TO SUPPORT JUNIOR YEAR STUDIO PROGRAM 52,750

UNIVERSITY OF ARKANSAS FOUNDATION

111 VOL WALKER HALL
FAYETTEVILLE,AR72701
    GRANT TO SUPPORT THE AI SOFTWARE IN DESIGN PROGRAM 34,900

WOODBURY UNIVERSITY

7500 N GLENOAKS BLVD
BURBANK,CA91504
    GRANT TO SUPPORT INTERIOR DESIGN SPONSORED STUDIO PROGRAM 25,000

CALIFORNIA STATE UNIVERSITY NORTHRIDGE FOUNDATION

18111 NORDHOFF STREET VALERA HALL
110
NORTHRIDGE,CA913308296
    GRANT TO SUPPORT THE LIGHTING THE WAY FORWARD INTERIOR DESIGN PROGRAM 83,913

CALIFORNIA COLLEGE OF THE ARTS

1111 8TH STREET
SAN FRANCISCO,CA94107
    GRANT TO SUPPORT INTERIOR DESIGN CLIMATE ACTION INITIATIVE STUDIO PROGRAM 50,000

RHODE ISLAND SCHOOL OF DESIGN

20 WASHINGTON PLACE
PROVIDENCE,RI02903
    GRANT TO SUPPORT THE SUSTAINABILITY DESIGN LAB 75,000

UNIVERSITY OF FLORIDA

PO BOX 117001
GAINESVILLE,FL32611
    GRANT TO SUPPORT THE SUSTAINABILITY ADAPTIVE MATERIALS PRACTICAL LAB PROJECT 84,928

VISUAL ARTS FOUNDATION SCHOOL OF VISUAL ARTS

209 EAST 23RD STREET
NEW YORK,NY10010
    GRANT TO SUPPORT THE DRY & WET TEXTILE LAB PROJECT 24,000

ASU FOUNDATION (ARIZONA STATE UNIVERSITY)

810 S FOREST AVE
TEMPE,AZ85287
    GRANT TO SUPPORT THE LECTURES AND WORKSHOPS PROGRAM 25,000

THE CENTER FOR HEALTH DESIGN

1850 GATEWAY BOULEVARD SUITE 1083
CONCORD,CA94520
    GRANT TO SUPPORT RESEARCH RELATED TO DESIGN OF HEALTHCARE INTERIOR ENVIRONMENTS 49,000

THE CENTER FOR HEALTH DESIGN

1850 GATEWAY BOULEVARD SUITE 1083
CONCORD,CA94520
    GRANT TO SUPPORT CONTINUED RESEARCH RELATED TO DESIGN OF HEALTHCARE INTERIOR ENVIRONMENTS 50,667

UNIVERSITY OF NEBRASKA - LINCOLN

151 PREM S PAUL RESEARCH CENTER
LINCOLN,NE68583
    GRANT TO SUPPORT MATERIAL AND FABRICATION MISSION 74,000
Total .................................right arrow 3a 994,158
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 7,900  
4 Dividends and interest from securities ....     14 546,407  
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 .....     14 76  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 -102,559  
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) .. 0 451,824 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
451,824
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ANGELO DONGHIA FOUNDATION INC
 
C/O LEVY SONET & SIEGEL LLP
EIN:
13-3523056
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SACKS, PRESS & LACHER, P.C. 25,920 25,920   0

TY 2023 InvestmentsCorpBondsSchedule
Name:
ANGELO DONGHIA FOUNDATION INC
 
C/O LEVY SONET & SIEGEL LLP
EIN:
13-3523056
Name of Bond End of Year Book Value End of Year Fair Market Value
$150,000 INTERNATIONAL BUSINESS MACHINES 6.5% DEB DUE 01/15/28 DD 01/09/98 153,743 160,696
$105,000 MERCK & CO INC DEB 5.95% DUE 12/01/2028 DD 11/30/98 96,725 112,616
$100,000 MERCK & CO 6.3% DEB DUE 01/01/2026 DD 01/01/96 97,105 103,454
$95,000 VERIZON GLOBAL FDG 5.85% NOTE DUE 9/15/35 93,978 101,846
$40,000 - GOLDMAN SACHS GROUP INC DTD 5/22/15 3.750 5/22/25 41,906 39,176
$40,000 - ANTHEM INC DTD 11/21/17 3.650 12/01/2027 41,198 38,799
$40,000 BANK OF MONTREAL MED TERM NOTE DTD 06/28/19 2.500 06/28/2024 40,536 39,410
$20,000 - JPMORGAN CHASE & CO DTD 07/21/16 2.950 10/01/2026 20,535 19,051
$30,000 - ABBVIE INC DTD 05/14/15 3.600 05/14/2025 33,398 29,457
$6,000 - ALUMINUM CO AMER DTD 01/27/98 6.750 01/15/2028 6,929 6,317
$6,000 - ASBURY AUTOMOTIVE GROUP DTD 09/01/20 4.750 03/01/2030 6,450 5,601
$6,000 - BALL CORP DTD 03/09/18 4.875 03/15/2026 5,955 5,978
$20,000 BANK OF AMERICA CORP MED TERM NOTE DTD 10/21/16 3.248 10/21/2027 21,462 19,029
$6,000 - BOYD GAMING CORP DTD 06/01/20 4.750 12/01/2027 5,910 5,773
$30,000 - CAPITAL ONE FINANCIAL CO DTD 03/09/17 3.750 03/09/2027 31,950 28,644
$5,000 - CDW LLC/CDW FINANCE DTD 12/01/14 5.500 12/01/2024 5,619 4,985
$6,000 CEDAR FAIR/CAN/MAGNUM/MI DTD 04/15/18 5.375 04/15/2027 6,000 5,870
$6,000 - CENTURY COMMUNITIES DTD 12/01/19 6.750 06/01/2027 6,418 6,065
$6,000 - CHEMOURS CO DTD 05/23/17 5.375 05/15/2027 6,385 5,863
$20,000 - CHEVRON CORP DTD 05/11/20 1.554 05/11/2025 20,610 19,177
$35,000 COMCAST CORP DTD 10/05/18 4.150 10/15/2028 42,554 34,512
$6,000 - CREDIT ACCEPTANCE CORPORATION DTD 03/15/20 6.625 03/15/2026 6,389 5,986
$6,000 - DCP MIDSTREAM OPERATING DTD 07/17/18 5.375 07/15/2025 6,255 6,003
$3,000 - DELL INC DTD 10/15/08 6.500 04/15/2038 3,371 3,211
$6,000 - DELTA AIR LINES INC DTD 06/12/20 7.375 01/15/2026 6,565 6,203
$6,000 - ENCOMPASS HEALTH CORP DTD 09/18/19 4.750 02/01/2030 6,244 5,650
$6,000 - ENCOMPASS HEALTH CORP DTD 09/18/19 4.500 02/01/2028 6,251 5,741
$6,000 - EQT MIDSTREAM PARTNERS L DTD 06/25/18 5.500 07/15/2028 6,162 5,945
$30,000 - EQUINIX INC DTD 10/07/20 1.550 03/15/2028 30,156 26,316
$5,000 - FORD MOTOR COMPANY DTD 04/22/20 9.625 04/22/2030 6,338 5,891
$6,000 - GRIFFON CORPORATION DTD 02/19/20 5.750 03/01/2028 6,379 5,895
$6,000 - H.B. FULLER CO DTD 10/20/20 4.250 10/15/2028 5,844 5,610
$6,000 - HCA INC DTD 01/16/15 5.375 02/01/2025 6,675 5,991
$6,000 - HILTON DOMESTIC OPERATIN DTD 06/20/19 4.875 01/15/2030 6,241 5,815
$6,000 - L BRANDS INC DTD 06/16/16 6.750 07/01/2036 5,888 6,038
$6,000 - MGIC INVESTMENT CORP DTD 08/12/20 5.250 08/15/2028 6,153 5,841
$6,000 - MGM RESORTS INTL DTD 06/18/18 5.750 06/15/2025 6,270 5,977
$6,000 - PENSKE AUTOMOTIVE GROUP DTD 08/20/20 3.500 09/01/2025 6,065 5,821
$6,000 - PG&E CORP DTD 06/23/20 5.250 07/01/2030 6,127 5,787
$15,000 - PNC FINANCIAL SERVICES DTD 01/22/20 2.550 01/22/2030 16,395 13,122
$8,000 - QVC INC DTD 08/21/14 5.450 08/15/2034 7,285 4,848
$6,000 - RADIAN GROUP INC DTD 05/15/20 6.625 03/15/2025 6,747 6,023
$6,000 - RYMAN HOSPITALITY PROP DTD 04/15/20 4.750 10/15/2027 6,128 5,795
$6,000 - SPIRIT AEROSYSTEMS INC DTD 06/01/16 3.850 06/15/2026 5,611 5,765
$6,000 - TELEFLEX INC DTD 11/20/17 4.625 11/15/2027 6,390 5,832
$6,000 - TRANSDIGM INC DTD 05/15/20 5.500 11/15/2027 6,266 5,878
$6,000 - TRANSDIGM INC DTD 09/15/19 7.500 03/15/2027 6,210 6,030
$6,000 - TRI POINTE HOLDINGS INC DTD 06/15/15 5.875 06/15/2024 6,630 6,000
$40,000 - WALT DISNEY COMPANY/THE DTD 09/06/19 2.000 09/01/2029 38,688 35,491
$6,000 - AECOM DTD 02/21/17 5.125 03/15/2027 6,700 5,957
$6,000 - CARPENTER TECHNOLOGY DTD 07/24/20 6.375 07/15/2028 6,608 5,978
$7,000 - CCO HLDGS LLC/CAP CORP DTD 05/10/21 4.500 05/01/2032 6,580 5,995
$6,000 - CLEVELAND-CLIFFS INC DTD 12/01/19 5.875 06/01/2027 6,255 5,979
$5,000 - CROWN CORK & SEAL CO INC DTD 12/17/96 7.375 12/15/2026 6,174 5,250
$35,000 - CVS HEALTH CORP DTD 08/21/20 1.300 08/21/2027 35,248 31,085
$6,000 FLUOR CORP DTD 08/29/18 4.250 09/15/2028 6,116 5,669
$6,000- HILLENBRAND INC DTD 03/03/21 3.750 03/01/2031 6,025 5,195
$6,000 - LAMAR MEDIA GROUP - DTD 09/15/20 4.875 01/15/2029 6,300 5,792
$6,000 - MGM RESORTS INTL DTD 04/10/19 5.500 04/15/2027 6,535 5,954
$20,000 - MORGAN STANLEY DTD 01/20/17 3.625 01/20/2027 22,849 19,390
$6,000 - OLIN CORP DTD 07/16/19 5.625 08/01/2029 6,658 5,905
$6,000 - PATTERSON-UTI ENERGY INC DTD 08/01/18 3.950 02/01/2028 5,965 5,589
$6,000 - PDC ENERGY INC DTD 05/15/18 5.750 05/15/2026 6,098 5,989
$6,000 - RANGE RESOURCES CORP DTD 11/15/15 4.875 05/15/2025 6,326 5,926
$7,000 - ROYAL CARIBBEAN CRUISES DTD 11/28/17 3.700 03/15/2028 6,415 6,453
$6,000 - SBA COMMUNICATIONS CORP DTD 08/15/20 3.875 02/15/2027 6,274 5,762
$2,000 - SEAGATE HDD CAYMAN DTD 12/02/14 5.750 12/01/2034 2,360 1,920
$6,000 - SERVICE CORP INTL DTD 05/21/19 5.125 06/01/2029 6,528 5,880
$6,000 - SM ENERGY CO DTD 08/20/18 6.625 01/15/2027 6,185 5,966
$6,000 - SOUTHWESTERN ENERGY CO DTD 08/01/21 5.375 02/01/2029 6,330 5,855
$6,000 - SPRINT CORP DTD 06/15/14 7.125 06/15/2024 6,918 6,026
$40,000 - WESTPAC BANKING CORP DTD 01/25/18 3.400 01/25/2028 45,792 38,161
$6,000 - YUM BRANDS INC DTD 04/01/21 4.625 01/31/2032 6,075 5,611
$20,000 - BRISTOL-MYERS SQUIBB CO DTD 11/13/20 1.125 11/13/2027 19,100 17,766
$20,000 - BUNGE LTD FINANCE CORP DTD 08/17/20 1.630 08/17/2025 19,731 18,907
$6,000 - CALLON PETROLEUM CO DTD 06/07/18 6.375 07/01/2026 5,850 5,972
$7,000 - CENTENE CORP DTD 12/06/19 4.250 12/15/2027 6,768 6,745
$7,000 - CHARTER COMM OPT LLC/CAP DTD 04/17/18 5.750 04/01/2048 6,596 6,212
$7,000 - CHARTER COMM OPT LLC/CAP DTD 11/01/17 5.375 05/01/2047 5,382 5,949
$7,000 - COMMERCIAL METALS CO DTD 02/02/21 3.875 02/15/2031 6,672 6,193
$6,000 CROWN AMER/CAP CORP V DTD 03/31/17 4.250 09/30/2026 5,520 5,820
$30,000 - DIGITAL REALTY TRUST LP DTD 08/07/17 3.700 08/15/2027 32,571 28,931
$20,000 - FEDEX CORP DTD 04/29/21 2.400 05/15/2031 19,538 17,214
$6,000 - FIRSTENERGY CORP DTD 06/21/17 3.900 07/15/2027 6,000 5,771
$6,000 - FORD MOTOR COMPANY DTD 12/08/16 4.346 12/08/2026 5,763 5,847
$2,000 - HEXCEL CORP DTD 02/16/17 4.200 02/15/2027 1,865 1,926
$7,000 - LAMAR MEDIA CORP DTD 07/15/20 3.750 02/15/2028 6,311 6,566
$4,000 - MACYS RETAIL HLDGS INC DTD 11/18/14 4.500 12/15/2034 2,940 3,242
$6,000 - NRG ENERGY INC DTD 07/15/18 5.750 01/15/2028 5,748 5,978
$7,000 - PACIFIC GAS AND ELECTRIC COMPANY DTD 03/24/04 4.950 07/01/2050 5,698 5,979
$7,000 - SBA COMMUNICATIONS CORP DTD 08/01/21 3.125 02/01/2029 6,370 6,290
$6,000 - SPRINT CORP DTD 02/22/18 7.625 03/01/2026 7,095 6,268
$20,000 - UNION PACIFIC CORP - DTD 05/20/21 2.375 05/20/2031 19,854 17,386
$6,000 - UNITED RENTALS NORTH AM DTD 02/25/20 4.000 07/15/2030 6,171 5,527
$6,000 - UNITED RENTALS NORTH AM DTD 05/10/19 5.250 01/15/2030 5,550 5,908
$6,000 - WYNDHAM WORLDWIDE CORP DTD 09/15/15 6.600 10/01/2025 6,494 6,006
$6,000 - YUM! BRANDS INC DTD 04/01/22 5.375 04/01/2032 5,630 5,895
$6,000 - ADVANCE AUTO PARTS DTD 03/09/23 5.950 03/09/2028 5,665 5,969
$6,000 - ALCOA INC DTD 01/25/07 5.900 02/01/2027 6,117 6,154
$30,000 - AMAZON.COM INC DTD 04/13/22 3.600 04/13/2032 27,978 28,577
$25,000 - APPLE INC DTD 05/10/23 4.300 05/10/2033 24,078 25,388
$6,000 - BALL CORP DTD 05/11/23 6.000 06/15/2029 6,045 6,127
$6,000 - BALL CORP DTD 11/25/22 6.875 03/15/2028 4,035 4,156
$6,000 - CARPENTER TECHNOLOGY DTD 03/16/22 7.625 03/15/2030 5,981 6,187
$6,000 - CON-WAY INC DTD 04/30/04 6.700 05/01/2034 5,921 6,136
$6,000 - CRESTWOOD MID PARTNERS LP DTD 03/14/17 5.750 04/01/2025 5,918 6,002
$7,000 - CROWDSTRIKE HOLDINGS INC DTD 01/20/21 3.000 02/15/2029 6,473 6,326
$6,000 - CROWN AMERICAS LLC DTD 10/01/22 5.250 04/01/2030 5,715 5,909
$4,000 - DELTA AIR LINES INC DTD 10/28/19 2.900 10/28/2024 3,873 3,893
$10,000 - DOLLAR GENERAL CORP DTD 06/07/23 5.450 07/05/2033 9,816 10,178
$6,000 ENLINK MIDSTREAM PARTNER DTD 07/14/16 4.850 07/15/2026 5,850 5,878
$7,000 - EQT MIDSTREAM PARTNERS L DTD 06/25/18 6.500 07/15/2048 6,313 7,173
$6,000 - GENERAL MOTORS FINL CO DTD 04/06/23 5.400 04/06/2026 6,010 6,038
$12,000 - HILTON WORLDWIDE FIN LLC DTD 03/16/17 4.875 04/01/2027 11,775 11,821
$25,000 - INTEL CORP DTD 08/05/22 4.150 08/05/2032 23,722 24,430
$6,000 - L BRANDS INC DTD 01/23/18 5.250 02/01/2028 5,770 5,934
$40,000 - LOWE'S COS INC DTD 10/22/20 1.700 10/15/2030 31,147 33,221
$4,000 - MERITAGE HOMES CORP DTD 06/02/15 6.000 06/01/2025 4,025 3,989
$6,000 - MURPHY OIL CORP DTD 11/27/19 5.875 12/01/2027 5,863 5,970
$15.000 - O'REILLY AUTOMOTIVE INC DTD 06/15/22 4.700 06/15/2032 14,087 14,838
$7,000 - OLIN CORP DTD 01/19/18 5.000 02/01/2030 6,506 6,679
$6,000 - ONEMAIN FINANCE CORP DTD 06/22/23 9.000 01/15/2029 5,997 6,343
$6,000 - PACIFIC GAS & ELECTRIC DTD 06/08/22 5.450 06/15/2027 5,988 6,048
$6,000 - PBF HOLDING CO LLC DTD 08/15/20 6.000 02/15/2028 5,655 5,841
$6,000 - PILGRIM'S PRIDE CORP DTD 04/19/23 6.250 07/01/2033 5,852 6,174
$6,000 - SEAGATE HDD CAYMAN DTD 05/14/15 4.875 06/01/2027 5,805 5,885
$7,000 - SHEA HOMES LP/FNDG CP DTD 02/20/20 4.750 02/15/2028 6,473 6,580
$6,000 - SPRINT CAP CORP DTD 11/16/98 6.875 11/15/2028 6,392 6,501
$6,000 - TALOS PRODUCTION INC DTD 01/04/21 12.000 01/15/2026 6,360 6,173
$7,000 - TEGNA INC DTD 09/13/19 5.000 09/15/2029 6,203 6,413
$6,000 - TENET HEALTHCARE CORP DTD 06/15/22 6.125 06/15/2030 5,610 6,067
$6,000 - TENET HEALTHCARE CORP DTD 08/26/19 4.875 01/01/2026 5,820 5,932
$6,000 TENET HEALTHCARE CORP DTD 09/16/20 6.125 10/01/2028 5,575 5,983
$6,000 - USA COM PART/USA COM FIN DTD 09/01/19 6.875 09/01/2027 5,873 5,929
$11,000 - VERIZON COMMUNICATIONS DTD 03/22/21 2.550 03/21/2031 9,221 9,485
$6,000 - VITAL ENERGY INC DTD 01/24/20 10.125 01/15/2028 6,090 6,165
$3,000 - WALGREENS BOOTS ALLIANCE DTD 11/18/14 3.800 11/18/2024 2,948 2,947
$6,000 - WESTERN DIGITAL CORP DTD 02/13/18 4.750 02/15/2026 5,750 5,886

TY 2023 InvestmentsCorpStockSchedule
Name:
ANGELO DONGHIA FOUNDATION INC
 
C/O LEVY SONET & SIEGEL LLP
EIN:
13-3523056
Name of Stock End of Year Book Value End of Year Fair Market Value
432 SHARES - GENERAL MOTORS CO GM 50,708 15,517
3,158 SHARES - APPLE INC. 112,450 608,010
1,740 SHARES - MICROSOFT CORP 160,399 654,310
596 SHARES - CARMAX INC COM 34,788 45,737
293 SHARES - LENNAR CORPORATION CLASS A COMMON 13,994 43,669
93 SHARES - O'REILLY AUTOMOTIVE INC 21,630 88,357
62 SHARES - ROSS STORES INC 4,767 8,580
256 SHARES - TARGET CORP 18,709 36,460
72 SHARES - BLACKROCK INC 24,354 58,450
823 SHARES - BROWN & BROWN INC 29,028 58,524
448 SHARES - CBRE GROUP INC 20,430 41,704
1,247 SHARES - CITIGROUP INC. 68,412 64,146
50 SHARES - MOODYS CORP 4,771 19,528
51 SHARES - MSCI INC 15,407 28,848
220 SHARES - PROGRESSIVE CORP OHIO 14,920 35,042
269 SHARES - ELI LILLY & CO COM 26,062 156,805
721 SHARES - MERCK & CO INC NEW 47,491 78,603
96 SHARES - THERMO FISHER SCIENTIFIC INC 19,957 50,956
207 SHARES - UNITEDHEALTH GROUP INC 31,961 108,979
346 SHARES - BOEING CO 64,776 90,188
2,119 SHARES - COPART INC COM 23,412 103,831
495 SHARES - FASTENAL CO 12,948 32,061
136 SHARES - ROPER TECHNOLOGIES INC. 41,752 74,143
149 SHARES - TRANSDIGM GROUP INC 32,346 150,729
221 SHARES - UNION PACIFIC CORP 24,786 54,282
353 SHARES - UNITED PARCEL SERVICE-CL B 38,322 55,502
88 SHARES - VERISK ANALYTICS INC 7,000 21,020
3,166 SHARES - ALPHABET INC CL C 155,110 446,184
146 SHARES - AUTODESK INC 8,401 35,548
1,110 SHARES - CISCO SYSTEMS INC 36,330 56,077
136 SHARES - FACTSET RESH SYS INC COM 28,963 64,879
399 SHARES - MICROCHIP TECHNOLOGY INC COM 9,469 35,982
181 SHARES - VERISIGN INC COM 18,979 37,279
535 SHARES - CELANESE CORP 47,785 83,123
173 SHARES - ECOLAB INC 27,674 34,315
62 SHARES - MARTIN MARIETTA MATLS INC COM 9,837 30,932
46 SHARES - AON PLC 5,678 13,387
388 SHARES - ARCH CAPITAL GROUP LTD 9,194 28,817
283 SHARES - DIAGEO PLC - ADR SPONSORED ADR 33,920 41,222
391 SHARES - EATON CORP PLC 46,752 94,161
3,281 SHARES - MANULIFE FINANCIAL CORP 45,422 72,510
2,725 SHARES - SUNCOR ENERGY INC NEW F 71,770 87,309
1,001 SHARES - TORONTO DOMINION BK ONT COM NEW 57,990 64,685
86 SHARES - POOL CORPORATION COM 13,634 34,289
157 SHARES - BROWN FORMAN CORP CL B 8,181 8,965
1,279 SHARES - ARTISAN PARTNERS ASSET MANAGEM 40,893 56,506
531 SHARES - PRIMERICA INC 46,400 109,259
332 SHARES - RLI CORP COM 27,379 44,196
120 SHARES - S&P GLOBAL INC 22,986 52,862
372 SHARES - DONALDSON CO INC 16,834 24,310
921 SHARES - GRACO INC 37,142 79,906
887 SHARES - TORO CO 65,363 85,143
189 SHARES - ASPEN TECHNOLOGY INC 25,768 41,608
544 SHARES - COGNIZANT TECH SOLUTIONS CRP COM 28,133 41,088
169 SHARES - HENRY JACK & ASSOC INC COM 17,797 27,616
244 SHARES - RBC BEARINGS INC 31,724 69,513
354 SHARES - TE CONNECTIVITY LTD 35,001 49,737
487 SHARES - HILTON WORLDWIDE HOLDINGS INC 42,523 88,678
326 SHARES - NIKE INC CL B 16,589 35,394
619 SHARES - JPMORGAN CHASE & CO 43,826 105,291
106 SHARES - GARTNER INC 22,127 47,818
480 SHARES - MANHATTAN ASSOCIATES INC COM 38,099 103,354
292 SHARES - VULCAN MATERIALS COMPANY 34,189 66,287
4,211 SHARES - RIGHTMOVE PLC 56,254 62,573
1,435 SHARES - AMAZON COM INC COM 140,103 218,034
36 SHARES - BOOKING HOLDINGS INC 69,085 127,700
152 SHARES - HYATT HOTELS CORP 10,923 19,822
118 SHARES - NETFLIX INC 37,034 57,452
164 SHARES - TRACTOR SUPPLY CO COM 12,688 35,265
113 SHARES - ULTA BEAUTY, INC 30,884 55,369
111 SHARES - VAIL RESORTS INC COM 25,472 23,695
188 SHARES - CONSTELLATION BRANDS INC 38,079 45,449
194 SHARES - ESTEE LAUDER COMPANIES INC 34,867 28,373
718 SHARES - MONDELEZ INTERNATIONAL INC 30,228 52,005
368 SHARES - INTERCONTINENTAL EXCHANGE, INC 27,632 47,262
1,091 SHARES - KKR & CO. INC. 28,974 90,389
1,259 SHARES - MOELIS & CO 45,986 70,668
434 SHARES - MORGAN STANLEY COM 20,392 40,470
102 SHARES - ALIGN TECHNOLOGY INC 28,636 27,948
1,000 SHARES - BOSTON SCIENTIFIC CORP COM 33,946 57,810
622 SHARES - CENTENE CORP DEL COM 39,744 46,159
229 SHARES - DANAHER CORP 27,950 52,977
698 SHARES - DEXCOM INC 35,801 86,615
39 SHARES - IDEXX CORP 8,856 21,647
136 SHARES - VERTEX PHARMACEUTICALS INC COM 24,324 55,337
617 SHARES - HEICO CORP CL A 68,542 87,885
34 SHARES - ANSYS INC 5,310 12,338
251 SHARES - ARISTA NETWORKS INC 13,190 59,113
225 SHARES - BROADCOM INC 64,118 251,156
369 SHARES - ELECTRONIC ARTS INC 33,409 50,483
103 SHARES - LAM RESEARCH CORP COM 19,315 80,676
342 SHARES - NVIDIA CORP COM 56,834 169,365
215 SHARES - PALO ALTO NETWORKS INC 12,277 63,399
318 SHARES - SALESFORCE COM INC COM 44,194 83,679
684 SHARES - VISA INC-CLASS A SHRS 108,538 178,079
234 SHARES - SUMMIT MATERIALS INC 3,802 9,000
105 SHARES - ACCENTURE PLC 17,213 36,846
73 SHARES - WIX.COM LTD 6,152 8,980
111 SHARES - DOMINOS PIZZA INC COM 34,276 45,758
32 SHARES - ATRION CORP COM 23,448 12,121
86 SHARES - COGNEX CORP 5,605 3,590
2,521 SHARES - FIRST HAWAIIAN INC 61,996 57,630
109 SHARES - LULULEMON ATHLETICA INC 22,825 55,731
836 SHARES - SIMPSON MFG INC COM 69,567 165,511
1,499 SHARES - ACUSHNET HOLDINGS CORP 52,866 94,692
27 SHARES - CHIPOTLE MEXICAN GRILL INC CL A 27,311 61,748
199 SHARES - FLEETCOR TECHNOLOGIES INC 49,016 56,239
412 SHARES - ABBVIE INC 46,939 63,848
679 SHARES - EMCOR GROUP INC COM 53,132 146,277
479 SHARES - LIVE NATION ENTERTAINMENT INC 28,657 44,834
306 SHARES - WASTE MANAGEMENT INC 37,957 54,805
407 SHARES - WATTS WATER TECHNOLOGIES INC 42,931 84,794
216 SHARES - AGILENT TECHNOLOGIES INC 27,427 30,030
1,059 SHARES - COSTAR GROUP, INC 80,298 92,546
573 SHARES - TRIMBLE INC 27,528 30,484
107 SHARES - TYLER TECHNOLOGIES INC 40,403 44,739
1,390 SHARES - BROOKFIELD INFRASTRUCTURE-A 45,292 49,039
722 SHARES - BROOKFIELD RENEWABLE CORP 28,189 20,786
446 SHARES - GARMIN LTD 43,574 57,329
110 SHARES - SERVICENOW INC 40,474 77,714
650 SHARES - FTI CONSULTING INC COM 67,578 129,447
835 SHARES - CHEWY INC 47,425 19,731
386 SHARES - LCI INDUSTRIES 53,672 48,524
109 SHARES - ARES MANAGEMENT CORPORATION 5,951 12,962
657 SHARES - BLACKSTONE INC 42,091 86,014
1,965 SHARES - CLEARWATER ANALYTICS HLDGS INC 41,922 39,359
343 SHARES - CORVEL CORP 59,128 84,793
325 SHARES - AGCO CORP COM 47,633 39,458
502 SHARES - GXO LOGISTICS INC 21,262 30,702
728 SHARES - META PLATFORMS INC 147,452 257,683
378 SHARES - OKTA INC 64,853 34,220
318 SHARES - TWILIO INC 61,853 24,127
745 SHARES - PERIMETER SOLUTIONS SA 8,791 3,427
1,462 SHARES - TOTALENERGIES SE 77,087 98,510
617 SHARES - UNILEVER PLC - ADR SPONSORED ADR 34,255 29,912
177 SHARES - HOME DEPOT INC 56,047 61,339
64 SHARES - COSTCO WHOLESALE CORP 29,551 42,245
413 SHARES - BANCFIRST CORP 34,211 40,197
2,357 SHARES - REGIONS FINL CORP NEW COM 46,991 45,679
40 SHARES - ENOVIS CORP 1,503 2,241
167 SHARES - INTUITIVE SURGICAL INC 41,785 56,339
586 SHARES - FORTUNE BRANDS INNOVATIONS INC 28,978 44,618
410 SHARES - LANDSTAR SYS INC COM 70,151 79,397
509 SHARES - XPO INC 17,696 44,583
2,683 SHARES - BROOKFIELD CORP 61,521 107,642
389 SHARES - LIBERTY MEDIA CORP-LIBERTY FOR 5,536 24,413
205 SHARES - MCDONALDS CORP 59,319 60,785
36 SHARES - SHERWIN WILLIAMS CO 9,028 11,228
526 SHARES - STARBUCKS CORP COM 52,635 50,501
110 SHARES - HOWARD HUGHES HOLDINGS INC 9,414 9,411
40 SHARES - MARKEL GROUP INC 36,745 56,796
33 SHARES - WATERS CORP 8,903 10,865
430 SHARES - K.FORCE, INC. 26,575 29,051
253 SHARES - KADANT INC 57,703 70,918
681 SHARES - RTX CORP 51,513 57,299
616 SHARES - UFP INDUSTRIES INC 60,720 77,339
87 SHARES - ADOBE INC 41,845 51,904
434 SHARES - ADVANCED MICRO DEVICES INC 40,610 63,976
132 SHARES - CADENCE DESIGN SYSTEMS INC 25,410 35,953
668 SHARES - TRADE DESK INC/THE 45,305 48,069
516 SHARES - BROOKFIELD ASSET MANAGEMENT LT 10,254 20,728
585 SHARES - CANADIAN PACIFIC KANSAS CITY L 29,659 46,250

TY 2023 InvestmentsGovtObligationsSch
Name:
ANGELO DONGHIA FOUNDATION INC
 
C/O LEVY SONET & SIEGEL LLP
EIN:
13-3523056
US Government Securities - End of Year Book Value:

988,915
US Government Securities - End of Year Fair Market Value:

940,488
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
ANGELO DONGHIA FOUNDATION INC
 
C/O LEVY SONET & SIEGEL LLP
EIN:
13-3523056
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
180 SHARES - SBA COMMUNICATIONS CORPORATION AT COST 21,971 45,664
74,821.161 SHARES - PARTNERS GROUP PRIVATE EQUITY (MASTER FUND) LLC, CLASS I AT COST 349,152 631,812
64,919.533 SHARES - T ROWE PRICE INSTITUTIONAL FLOAT RATE FUND #170 AT COST 644,500 614,139
173,020.232 SHARES - TCW EMERGING MARKETS INCOME FUND CLASS PLAN #5721 AT COST 1,363,560 1,110,790
5,683.196 SHARES - ABBEY CAPITAL MULTI-MANAGER FUND LIMITED AT COST 769,592 775,870
32,377.428 SHARES - ACAP STRATEGIC FUND CLASS W #6 AT COST 350,000 438,390
16,157.044 SHARES - CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CL-I #2156 AT COST 451,543 358,363
66,320.658 SHARES - BLACKSTONE REAL ESTATE INCOME TRUST INC. AT COST 766,802 950,242
59,289.795 SHARES - NUVEEN GLOBAL CITIES REAL ESTATE INCOME TRUST INC AT COST 641,994 713,849

TY 2023 OtherExpensesSchedule
Name:
ANGELO DONGHIA FOUNDATION INC
 
C/O LEVY SONET & SIEGEL LLP
EIN:
13-3523056
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 750 750   0
INSURANCE 1,784 1,784   0


TY 2023 OtherIncomeSchedule2
Name:
ANGELO DONGHIA FOUNDATION INC
 
C/O LEVY SONET & SIEGEL LLP
EIN:
13-3523056
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ABBEY CAPITAL MULTI-MANAGER 76 76 76


TY 2023 OtherProfessionalFeesSchedule
Name:
ANGELO DONGHIA FOUNDATION INC
 
C/O LEVY SONET & SIEGEL LLP
EIN:
13-3523056
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 130,598 130,598   0
ABBEY CAPITAL MULTI-MANGER 15,151 15,151   0


TY 2023 TaxesSchedule
Name:
ANGELO DONGHIA FOUNDATION INC
 
C/O LEVY SONET & SIEGEL LLP
EIN:
13-3523056
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES ON DIVIDENDS RECEIVED 2,667 2,667   0