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
D'ALOIA FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)ONE GIRALDA FARMS SUITE 130
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MADISON, NJ07940
A Employer identification number

26-2453178
B Telephone number (see instructions)

(973) 984-3352
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$15,922,627J 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      
4 Dividends and interest from securities... 299,538 299,538  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 44,566
b Gross sales price for all assets on line 6a 2,487,529
7 Capital gain net income (from Part IV, line 2)... 44,566
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........ 344,104 344,104  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest............... 2,588 2,588   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,818 3,318   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,406 5,906   0
25 Contributions, gifts, grants paid....... 953,000 953,000
26 Total expenses and disbursements. Add lines 24 and 25 961,406 5,906   953,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -617,302
b Net investment income (if negative, enter -0-) 338,198
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.............      
2 Savings and temporary cash investments......... 6,135 236,315 236,315
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)      
b Investments—corporate stock (attach schedule)....... 12,304,308 Click to see attachment
List of Attached Documents:
// Content
11,240,858 		15,382,155
c Investments—corporate bonds (attach schedule).......      
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).......... 304,157 Click to see attachment
List of Attached Documents:
// Content
304,157 		304,157
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
921,230 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,535,830 11,781,330 15,922,627
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) Click to see attachment
List of Attached Documents:
// Content
326,864 		Click to see attachment
List of Attached Documents:
// Content
114,306
23 Total liabilities (add lines 17 through 22)......... 326,864 114,306
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 13,208,966 11,667,024
29 Total net assets or fund balances (see instructions)..... 13,208,966 11,667,024
30 Total liabilities and net assets/fund balances (see instructions). 13,535,830 11,781,330
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
13,208,966
2
Enter amount from Part I, line 27a .....................
2
-617,302
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,591,664
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
924,640
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,667,024
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 475 SHS CATERPILLA P 2023-02-06 2023-03-30
b 3,100 SHS HALLIBURTO P 2023-02-06 2023-03-30
c 1,700 SHS CISCO SYST P 2022-05-18 2023-02-06
d 895 SHS QUALCOMM I P 2022-04-25 2023-02-06
e 300 SHS PIONEER NA P 2022-05-19 2023-03-30
73 SHS VANGUARD M P 2023-03-30 2023-06-16
641 SHS VANGUARD I P 2022-12-08 2023-03-30
1,254 SHS VANGUARD M P 2022-12-08 2023-03-30
3,000 SHS RTX CORPOR P 2021-07-16 2023-09-12
6,000 SHS FORD MTR C P 2022-05-18 2023-09-12
119 SHS HANNON ARM P 2020-09-02 2023-02-06
300 SHS HANNON ARM P 2020-09-02 2023-02-06
385 SHS HANNON ARM P 2020-09-02 2023-02-06
5 SHS HANNON ARM P 2020-09-02 2023-02-06
567 SHS HANNON ARM P 2020-09-02 2023-02-06
1,011 SHS HANNON ARM P 2020-09-02 2023-02-06
1,100 SHS NEXTERA EN P 2023-09-05 2023-11-16
1,500 SHS SCHWAB CHA P 2023-03-28 2023-11-16
500 SHS ABBOTT LAB P 2022-08-26 2023-07-21
200 SHS UNION PAC P 2022-10-20 2023-08-18
500 SHS FEDEX CORP P 2022-09-23 2023-04-21
500 SHS UNITED PAR P 2023-11-10 2023-11-16
900 SHS ALPHABET I P 2022-10-21 2023-05-19
5 SHS CALL (ABT) P 2022-08-30 2023-01-20
3 SHS PUT (AVGO) P 2022-10-10 2023-01-20
10 SHS CALL (DIS) P 2022-08-11 2023-01-20
5 SHS CALL (FDX) P 2022-09-28 2023-01-18
9 SHS CALL (NKE) P 2022-09-08 2023-01-20
17 SHS PUT (TJX) P 2022-10-24 2023-01-20
15 SHS CALL (SCHW P 2023-10-23 2023-11-16
5 SHS PUT (A) AG P 2023-09-11 2023-12-20
10 SHS CALL (DIS) P 2023-10-23 2023-12-20
12 SHS PUT (MCHP) P 2022-09-19 2023-01-20
6 SHS PUT (LLY) P 2022-12-19 2023-02-27
5 SHS CALL (ABT) P 2023-03-20 2023-06-16
4 SHS PUT (CVX) P 2023-03-13 2023-06-16
4 SHS PUT (DHR) P 2023-03-17 2023-06-16
6 SHS PUT (LLY) P 2023-02-27 2023-06-16
11 SHS PUT (NEE) P 2023-03-09 2023-06-16
4 SHS PUT (MA) M P 2023-03-14 2023-06-16
6 SHS CALL (DLR) P 2022-10-07 2023-01-20
11 SHS PUT (NEE) P 2022-12-19 2023-03-09
11 SHS CALL (NEE) P 2023-09-07 2023-11-16
4 SHS CALL (CRM) P 2022-11-10 2023-02-17
4 SHS CALL (PNC) P 2022-11-22 2023-02-17
7 SHS PUT (PSX) P 2022-11-21 2023-02-17
3 SHS PUT (UNP) P 2022-11-10 2023-02-07
2 SHS CALL (UNP) P 2022-10-24 2023-02-17
11 SHS PUT (AMZN) P 2022-11-11 2023-02-07
4 SHS PUT (CVX) P 2022-11-17 2023-03-13
4 SHS PUT (DHR) P 2022-12-15 2023-03-17
9 SHS PUT (LYB) P 2022-12-19 2023-03-17
5 SHS PUT (SYK) P 2022-12-15 2023-03-17
6 SHS PUT (MSFT) P 2022-11-10 2023-02-17
11 SHS PUT (AAPL) P 2022-11-02 2023-02-16
9 SHS CALL (GOOG P 2022-10-21 2023-02-17
8 SHS PUT (SBUX) P 2022-12-16 2023-03-15
3 SHS PUT (AVGO) P 2023-01-23 2023-04-21
10 SHS CALL (DIS) P 2023-01-23 2023-04-21
6 SHS CALL (DLR) P 2023-01-23 2023-04-21
12 SHS PUT (MCHP) P 2023-01-23 2023-04-21
9 SHS CALL (NKE) P 2023-01-24 2023-04-21
7 SHS PUT (TJX) P 2023-01-23 2023-04-21
4 SHS PUT (MA) M P 2022-12-19 2023-03-14
6 SHS PUT (LLY) P 2023-06-20 2023-09-15
4 SHS CALL (CRM) P 2023-02-21 2023-04-26
4 SHS CALL (PNC) P 2023-02-21 2023-05-19
7 SHS PUT (PSX) P 2023-02-17 2023-05-17
3 SHS PUT (UNP) P 2023-02-07 2023-05-09
2 SHS CALL (UNP) P 2023-02-21 2023-05-19
9 SHS PUT (LYB) P 2023-03-20 2023-06-16
5 SHS PUT (SYK) P 2023-03-20 2023-06-16
11 SHS PUT (AAPL) P 2023-02-16 2023-05-19
8 SHS PUT (SBUX) P 2023-03-15 2023-06-16
15 SHS PUT (SCHW) P 2022-11-21 2023-02-17
15 SHS PUT (AMD) P 2023-06-26 2023-09-12
8 SHS PUT (SBUX) P 2023-06-21 2023-09-15
3 SHS PUT (AVGO) P 2023-04-24 2023-06-26
10 SHS CALL (DIS) P 2023-04-24 2023-07-21
6 SHS CALL (DLR) P 2023-04-24 2023-07-07
8 SHS CALL (JPM) P 2022-12-28 2023-04-14
12 SHS PUT (MCHP) P 2023-04-24 2023-07-21
9 SHS CALL (NKE) P 2023-04-24 2023-07-21
7 SHS PUT (TJX) P 2023-04-25 2023-07-21
5 SHS PUT (UPS) P 2023-04-24 2023-06-30
5 SHS CALL (ABT) P 2023-01-23 2023-03-17
4 SHS CALL (CRM) P 2023-04-26 2023-08-18
4 SHS CALL (PNC) P 2023-05-22 2023-08-18
7 AHA PUT (PSX) P 2023-05-17 2023-08-18
3 SHS PUT (UNP) P 2023-05-09 2023-08-18
11 SHS PUT (AAPL) P 2023-05-22 2023-08-18
6 SHS PUT (MSFT) P 2023-05-22 2023-08-14
4 SHS PUT (CVX) P 2023-06-20 2023-09-15
4 SHS PUT (DHR) P 2023-06-20 2023-09-15
9 SHS PUT (LYB) P 2023-06-20 2023-09-15
5 SHS PUT (SYK) P 2023-06-22 2023-09-15
6 SHS PUT (MSFT) P 2023-02-21 2023-05-19
11 SHS PUT (AMZN) P 2023-02-07 2023-05-10
11 SHS PUT (AMZN) P 2023-05-10 2023-08-17
10 SHS CALL (DIS) P 2023-07-25 2023-10-20
6 SHS CALL (DLR) P 2023-07-07 2023-09-13
12 SHS PUT (MCHP) P 2023-07-25 2023-09-21
9 SHS CALL (NKE) P 2023-07-25 2023-10-20
7 SHS PUT (TJX) P 2023-07-25 2023-10-20
9 SHS PUT (GOOGL P 2023-05-22 2023-08-18
9 SHS PUT (GOOGL P 2023-08-21 2023-11-17
11 SHS PUT (AAPL) P 2023-08-21 2023-11-17
6 SHS PUT (MSFT) P 2023-08-14 2023-11-17
4 SHS CALL (PNC) P 2023-08-21 2023-11-16
7 SHS PUT (PSX) P 2023-08-21 2023-11-17
2 SHS PUT (UNP) P 2023-08-21 2023-10-30
3 SHS PUT (UNP) P 2023-08-21 2023-10-30
15 SHS CALL (SCHW P 2023-03-31 2023-07-18
8 SHS PUT (JPM) P 2023-07-24 2023-10-09
4 SHS PUT (CVX) P 2023-09-18 2023-10-30
9 SHS PUT (LYB) P 2023-09-18 2023-12-15
5 SHS PUT (SYK) P 2023-09-19 2023-10-30
15 SHS PUT (AMD) P 2023-09-12 2023-10-26
5 SHS CALL (ABT) P 2023-06-20 2023-07-13
15 SHS CALL (SCHW P 2023-07-18 2023-10-20
11 SHS PUT (AMZN) P 2023-08-17 2023-11-17
4 SHS PUT (MA) M P 2023-06-20 2023-09-15
5 SHS PUT (A) AG P 2023-07-24 2023-09-11
8 SHS PUT (SBUX) P 2023-09-18 2023-12-15
6 SHS PUT (LLY) P 2023-09-18 2023-12-15
4 SHS PUT DANAHE P 2023-09-18 2023-10-10
4 SHS PUT (DHR) P 2023-10-10 2023-10-30
5 SHS CALL (UPS) P 2023-11-14 2023-11-16
1,000 SHS DISNEY WAL P 2022-06-17 2023-12-20
100 SHS PNC FINANC P 2022-05-20 2023-11-16
300 SHS PNC FINANC P 2022-05-11 2023-11-16
800 SHS JPMORGAN C P 2022-05-11 2023-07-21
600 SHS DIGITAL RE P 2022-10-05 2023-11-17
14 SHS STRYKER CO P 2022-10-13 2023-03-10
20 SHS TEXTRON IN P 2022-10-13 2023-03-10
63 SHS NIKE INC C P 2022-10-13 2023-03-10
43 SHS PNC FINANC P 2022-10-13 2023-03-10
72 SHS WALMART IN P 2022-10-13 2023-03-10
90 SHS DANAHER CO P 2023-12-04 2023-12-12
18 SHS DANAHER CO P 2023-03-10 2023-12-12
77 SHS TYSON FOOD P 2023-03-10 2023-06-28
323 SHS TYSON FOOD P 2022-10-13 2023-06-28
102 SHS UNION PAC P 2022-10-13 2023-03-10
33 SHS JPMORGAN C P 2022-10-13 2023-03-10
491 SHS VENTAS INC P 2022-10-13 2023-08-16
84 SHS VENTAS INC P 2022-10-13 2023-03-10
1 SH MICROSOFT P 2022-10-13 2023-03-10
128 SHS NVIDIA COR P 2022-10-13 2023-03-10
11 SHS F5 INC COM P 2023-03-10 2023-06-28
150 SHS F5 INC COM P 2022-10-13 2023-06-28
49 SHS MASTERCARD P 2022-10-13 2023-03-10
38 SHS AECOM P 2022-10-13 2023-03-10
7 SHS SERVICENOW P 2022-10-13 2023-03-10
61 SHS BERRY GLOB P 2022-10-13 2023-03-10
67 SHS CHARTER CO P 2022-10-13 2023-06-28
18 SHS BROADCOM I P 2022-10-13 2023-03-10
5.927 SHS VERALTO CO P 2023-03-10 2023-10-16
0.073 SH VERALTO CO P 2023-03-10 2023-10-04
0.594 SH VERALTO CO P 2022-10-13 2023-10-04
146 SHS DANAHER CO P 2022-10-13 2023-12-12
48.073 SHS VERALTO CO P 2022-10-13 2023-10-16
CAPITAL GAINS DIVIDENDS P    
(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 106,751   118,197 -11,446
b 96,456   116,863 -20,407
c 81,702   85,355 -3,653
d 119,560   119,647 -87
e 60,363   79,413 -19,050
15,889   15,142 747
25,948   25,932 16
165,752   174,756 -9,004
225,538   250,230 -24,692
74,789   79,380 -4,591
4,428   4,689 -261
11,151   11,822 -671
14,311   15,171 -860
186   197 -11
21,109   22,343 -1,234
37,649   39,840 -2,191
62,585   75,753 -13,168
83,006   106,929 -23,923
54,409   53,139 1,270
43,607   42,135 1,472
102,172   94,170 8,002
73,068   83,001 -9,933
100,315   88,884 11,431
1,021     1,021
11,523     11,523
5,695     5,695
1,337   2,687 -1,350
2,284     2,284
2,685     2,685
1,019   2,098 -1,079
2,245   60 2,185
1,266   1,895 -629
2,555     2,555
4,109   3,901 208
525     525
2,827     2,827
2,206     2,206
8,618     8,618
2,975     2,975
3,096     3,096
906     906
1,840   1,260 580
1,361   35 1,326
1,278     1,278
1,225     1,225
1,812   24 1,788
3,299   1,104 2,195
1,058     1,058
9,835   3,189 6,646
1,960   1,148 812
2,469   57 2,412
1,535     1,535
2,802     2,802
11,374     11,374
9,239   22 9,217
1,960     1,960
1,838   23 1,815
3,479     3,479
1,068     1,068
1,857     1,857
1,679     1,679
2,669     2,669
1,000     1,000
3,310   45 3,265
4,997     4,997
3,098   7,058 -3,960
627     627
1,468   52 1,416
2,398   1,742 656
553     553
1,532     1,532
2,908     2,908
3,422     3,422
1,687     1,687
2,564     2,564
4,902   73 4,829
1,436     1,436
3,930   58 3,872
1,874     1,874
1,071   3,456 -2,385
5,302   3,048 2,254
2,862     2,862
2,028     2,028
902     902
1,664   1,897 -233
1,712     1,712
9,078   9,098 -20
505     505
2,052     2,052
2,938     2,938
3,111     3,111
3,955   52 3,903
1,055     1,055
1,927     1,927
2,230     2,230
2,457     2,457
3,719     3,719
6,215   66 6,149
2,973   11 2,962
1,902     1,902
4,584   7,952 -3,368
2,053   5,187 -3,134
1,517     1,517
1,015     1,015
1,885     1,885
2,463     2,463
4,324     4,324
4,073     4,073
645   6 639
2,118     2,118
789   1,221 -432
1,183   1,832 -649
2,034   2,635 -601
2,088   5,301 -3,213
909   4,462 -3,553
1,129     1,129
2,899   9,903 -7,004
4,915   9,387 -4,472
474   351 123
3,721     3,721
4,016     4,016
2,757     2,757
631   861 -230
1,444     1,444
6,878     6,878
2,137   3,262 -1,125
3,607   14,002 -10,395
1,278   2,053 -775
93,349   131,105 -37,756
12,900   18,500 -5,600
38,700   55,499 -16,799
116,904   109,404 7,500
77,771   71,103 6,668
3,758   2,921 837
1,407   1,204 203
7,477   5,517 1,960
6,050   6,367 -317
9,906   9,276 630
19,814   19,869 -55
3,963   3,861 102
3,829   4,449 -620
16,062   20,707 -4,645
20,574   19,452 1,122
4,444   3,519 925
20,426   17,624 2,802
3,868   3,022 846
252   226 26
30,063   14,619 15,444
1,587   1,548 39
21,637   20,633 1,004
17,095   13,843 3,252
3,283   2,606 677
2,972   2,450 522
3,554   2,815 739
24,120   20,825 3,295
11,208   7,671 3,537
437   506 -69
6   6 0
46   52 -6
32,142   32,005 137
3,545   4,197 -652
2,177     2,177
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       -11,446
b       -20,407
c       -3,653
d       -87
e       -19,050
      747
      16
      -9,004
      -24,692
      -4,591
      -261
      -671
      -860
      -11
      -1,234
      -2,191
      -13,168
      -23,923
      1,270
      1,472
      8,002
      -9,933
      11,431
      1,021
      11,523
      5,695
      -1,350
      2,284
      2,685
      -1,079
      2,185
      -629
      2,555
      208
      525
      2,827
      2,206
      8,618
      2,975
      3,096
      906
      580
      1,326
      1,278
      1,225
      1,788
      2,195
      1,058
      6,646
      812
      2,412
      1,535
      2,802
      11,374
      9,217
      1,960
      1,815
      3,479
      1,068
      1,857
      1,679
      2,669
      1,000
      3,265
      4,997
      -3,960
      627
      1,416
      656
      553
      1,532
      2,908
      3,422
      1,687
      2,564
      4,829
      1,436
      3,872
      1,874
      -2,385
      2,254
      2,862
      2,028
      902
      -233
      1,712
      -20
      505
      2,052
      2,938
      3,111
      3,903
      1,055
      1,927
      2,230
      2,457
      3,719
      6,149
      2,962
      1,902
      -3,368
      -3,134
      1,517
      1,015
      1,885
      2,463
      4,324
      4,073
      639
      2,118
      -432
      -649
      -601
      -3,213
      -3,553
      1,129
      -7,004
      -4,472
      123
      3,721
      4,016
      2,757
      -230
      1,444
      6,878
      -1,125
      -10,395
      -775
      -37,756
      -5,600
      -16,799
      7,500
      6,668
      837
      203
      1,960
      -317
      630
      -55
      102
      -620
      -4,645
      1,122
      925
      2,802
      846
      26
      15,444
      39
      1,004
      3,252
      677
      522
      739
      3,295
      3,537
      -69
      0
      -6
      137
      -652
      2,177
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 44,566
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 4,701
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 4,701
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 4,701
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 13,258
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 13,258
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 8,557
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow8,557 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 arrowNJ
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 arrowG PETER D'ALOIA Telephone no.right arrow (973) 984-3352

Located atright arrowONE GIRALDA FARMS SUITE 130MADISONNJ ZIP+4right arrow07940
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)
 
No
(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
 
 
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
G PETER D'ALOIA PRESIDENT
4.00 		0 0 0
ONE GIRALDA FARMS SUITE 130
MADISON,NJ07940
MARGUERITE D'ALOIA SECRETARY
4.00 		0 0 0
ONE GIRALDA FARMS SUITE 130
MADISON,NJ07940
JONELLE MARCHESE VICE PRESIDENT
2.00 		0 0 0
ONE GIRALDA FARMS SUITE 130
MADISON,NJ07940
TARA ROSELLI VICE PRESIDENT
2.00 		0 0 0
ONE GIRALDA FARMS SUITE 130
MADISON,NJ07940
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 NONE 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 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
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
15,096,516
b
Average of monthly cash balances.......................
1b
113,088
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
15,209,604
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
15,209,604
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
228,144
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,981,460
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
749,073
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
749,073
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,701
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,701
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
744,372
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
744,372
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
744,372
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
953,000
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
953,000
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 7 744,372
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 4,015
c From 2020...... 220,211
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 224,226
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 953,000
a Applied to 2022, but not more than line 2a 0
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..... 744,372
e Remaining amount distributed out of corpus 208,628
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 5 432,854
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 .......... 		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) ....... 		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 ...... 		432,854
10 Analysis of line 9:
a Excess from 2019.... 4,015
b Excess from 2020.... 220,211
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 208,628
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).)
G PETER D'ALOIA
MARGUERITE D'ALOIA
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

CAMP NEJEDA FOUNDATION INC

PO BOX 156 910 SADDLEBACK ROAD
STILLWATER,NJ07875 		NONE PC GENERAL 5,000

CITY HARVEST INC

105 52ND STREET
BROOKLYN,NY11232 		NONE PC GENERAL 10,000

DATTOLI CANCER FOUNDATION

2803 FRUITVILLE ROAD
SARASOTA,FL34237 		NONE PC GENERAL 25,000

FOUNDATION FOR MORRISTOWN MEDICAL CENTER

475 SOUTH STREET 1ST FLOOR
MORRISTOWN,NJ07960 		NONE PC GENERAL 100,000

GROOVE WITH ME

186 EAST 123RD STREET 2ND FLOOR
NEW YORK,NY10035 		NONE PC GENERAL 253,000

HACKENSACK MERIDIAN HEALTH FOUNDATION

343 THORNHALL STREET 7TH FLOOR
EDISON,NJ08837 		NONE PC GENERAL 125,000

HIGH POINT UNIVERSITY

ONE UNIVERSITY PARKWAY
HIGH POINT,NC27268 		NONE PC GENERAL 100,000

MIRIAMS HEART

6 SOUTH GROSSER PLACE
SOMERSET,NJ08873 		NONE PC GENERAL 50,000

MOUNT SINAI MEDICAL CENTER FOUNDATION

4300 ALTON ROAD ASCHER BLDG 100
MIAMI BEACH,FL33140 		NONE PC GENERAL 50,000

OCEAN MEDICAL CENTER FOUNDATION

1340 CAMPUS PARKWAY BULIDING C UNIT
4
NEPTUNE,NJ07753 		NONE PC GENERAL 125,000

POINT FOUNDATION

PO BOX 60108
LOS ANGELES,CA90060 		NONE PC GENERAL 10,000

UNDERSTOOD FOR ALL INC

145 HUDSON ST SUITE 5B
NEW YORK,NY100132152 		NONE PC GENERAL 100,000
Total .................................right arrow 3a 953,000
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 ........... 		         
4 Dividends and interest from securities ....     14 299,538  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 44,566  
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) .. 0 344,104 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
344,104
(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 AllOthProgRltdInvestmentsSch
Name:
D'ALOIA FAMILY FOUNDATION
EIN:
26-2453178
Category Amount
NONE 0

TY 2023 InvestmentsCorpStockSchedule
Name:
D'ALOIA FAMILY FOUNDATION
EIN:
26-2453178
Name of Stock End of Year Book Value End of Year Fair Market Value
FMC CORPORATION 337,079 303,271
LIVENT CORP 147,621 803,994
ISHARES S&P 500 4,304,288 5,369,994
VANGUARD INDEX FDS VANGUARD VALUE ETF 1,583,846 2,073,565
VANGUARD SMALL-CAP INDEX FUND 772,740 1,292,780
HONEYWELL INTERNATIONAL INC 199,755 256,475
JP MORGAN CHASE & CO 99,662 167,889
NVIDIA CORPORATION 100,429 346,654
WELLS FARGO CO 99,925 203,869
EXXON MOBILE CORP 196,401 349,930
MORGAN STANLEY COM 253,463 342,228
VANGUARD INTL EQUITY INDEX FDS FTSE EMR 963,962 979,331
VANGUARD MID-CAP VALUE INDEX FUND 149,758 167,966
APPLE INC 87,561 115,518
BANK AMERICA CORP COM 99,902 129,933
BROADCOM INC COM 118,581 228,831
META PLATFORMS INC CLASS A COMMON STOCK 89,100 155,742
JOHNSON & JOHNSON COM 88,625 78,370
MICROSOFT CORP 90,086 131,614
SOUTHWEST AIRLINES CO 307 9,270
NIKE INC CLASS B COM NPV 103,667 97,713
SALESFORCE INC COM 66,998 105,256
ABBOTT LABORATORIES 30,759 33,681
ADOBE SYSTEMS INCORPORATED COM 22,327 39,972
AECOM 26,557 33,090
ADVANCED MICRO DEVICES INC 55,640 59,554
ALPHABET IN CAP STK CL A 41,190 60,625
AMAZON.COM INC 38,946 56,218
AMGEN INC 38,720 49,827
APPLE INC 48,493 65,653
BERRY GLOBAL GROUP INC 17,904 26,147
BROADCOM INC COM 23,864 62,510
ENPHASE ENERGY INC COM 87,318 77,830
FORTINET INC COM 35,149 36,172
GENERAL MILLS INC COM US 11,490 9,641
HOME DEPOT INC 42,446 51,636
JPMORGAN CHASE & CO 46,387 69,741
JACOBS SOLUTIONS INC COM 27,920 32,190
LEIDOS HOLDINGS INC COM 22,194 26,952
ELI LILLY AND CO 35,374 64,121
MASTERCARD INCORPORATED CL A 35,486 49,902
MICROSOFT CORP 41,372 68,815
NASDAQ INC COM STK 48,231 50,059
NEXTERA ENERGY INC COM 54,024 49,868
NIKE INC CL B COM 40,470 45,925
NVIDIA CORPORATION COM 16,789 72,797
OVINTIV INC COM 35,195 32,457
PNC FINANCIAL SERVICES GROUP 33,719 35,925
PHILLIPS 66 COM 21,992 30,622
PROCTOR AND GAMBLE CO COM 20,898 24,765
PRUDENTIAL FINANCIAL INC 30,233 33,913
SERVICENOW INC COM 28,411 50,161
STRYKER CORPORATION COM 19,412 27,251
T-MOBILE US INC 32,584 37,678
TAKE-TWO INTERACTIVE SOFTWARE INC 30,016 33,317
TESLA INC COM 26,490 32,551
TEXTRON INC 26,709 33,616
THERMO FISHER SCIENTIFIC INC 48,369 51,487
UNION PAC CORP COM 22,122 28,492
WALLMART INC COM 21,902 26,801

TY 2023 InvestmentsOtherSchedule2
Name:
D'ALOIA FAMILY FOUNDATION
EIN:
26-2453178
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GARRISON CAPITAL EQUITY HOLDINGS VII LLC- AT COST 304,157 304,157

TY 2023 OtherAssetsSchedule
Name:
D'ALOIA FAMILY FOUNDATION
EIN:
26-2453178
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
BOOK/TAX DIFFERENCE OF CONTRIBUTED SECURITIES 921,230    


TY 2023 OtherDecreasesSchedule
Name:
D'ALOIA FAMILY FOUNDATION
EIN:
26-2453178
Description Amount
DIFFERENCE TAX/BOOK GAIN/LOSS ON CONTRIBUTED SECURITIES 924,640


TY 2023 OtherLiabilitiesSchedule
Name:
D'ALOIA FAMILY FOUNDATION
EIN:
26-2453178
Description Beginning of Year - Book Value End of Year - Book Value
MARGIN LOAN 230,050 0
OPTIONS- DETAIL UPON REQUEST 96,814 114,306


TY 2023 TaxesSchedule
Name:
D'ALOIA FAMILY FOUNDATION
EIN:
26-2453178
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 3,318 3,318   0
FEDERAL EXCISE TAX- 2023 ESTIMATED TAXES 2,500 0   0