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
Anne Anastasi Charitable Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

13-4013290
B Telephone number (see instructions)

(800) 839-1754
C 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$5,817,989J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 13,270 13,270  
4 Dividends and interest from securities... 159,826 159,826  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,786
b Gross sales price for all assets on line 6a 501,095
7 Capital gain net income (from Part IV, line 2)... 3,786
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,465 9,465  
12 Total. Add lines 1 through 11........ 186,347 186,347  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,500     10,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
78,888 35,388   43,500
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,723 432    
19 Depreciation (attach schedule) and depletion...     0
20 Occupancy..............        
21 Travel, conferences, and meetings....... 477     477
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
21,639     21,639
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 114,227 35,820 0 76,116
25 Contributions, gifts, grants paid....... 207,250 207,250
26 Total expenses and disbursements. Add lines 24 and 25 321,477 35,820 0 283,366
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -135,130
b Net investment income (if negative, enter -0-) 150,527
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......... 287,314 146,583 146,583
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) 19,683 Click to see attachment
List of Attached Documents:
// Content
16,345 		15,700
b Investments—corporate stock (attach schedule)....... 3,267,431 Click to see attachment
List of Attached Documents:
// Content
3,197,057 		4,541,655
c Investments—corporate bonds (attach schedule)....... 1,068,820 Click to see attachment
List of Attached Documents:
// Content
1,148,133 		1,114,051
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)..........      
14 Land, buildings, and equipment: basis right arrow2,772
Less: accumulated depreciation (attach schedule) right arrow2,772      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,643,248 4,508,118 5,817,989
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 4,643,248 4,508,118
29 Total net assets or fund balances (see instructions)..... 4,643,248 4,508,118
30 Total liabilities and net assets/fund balances (see instructions). 4,643,248 4,508,118
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
4,643,248
2
Enter amount from Part I, line 27a .....................
2
-135,130
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,508,118
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,508,118
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 Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 501,095   497,309 3,786
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,786
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,786
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 2,092
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  
3 Add lines 1 and 2........................... 3 2,092
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,092
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 200
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 10 108
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow108 Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
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
Brian Behan Dir, Treas
5.0 		1,500 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Virginia Davey VP
1.0 		1,500 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jonathan Nicholas Galente Chairman of the Board
15.0 		1,500 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
De Anna Galente-Montera Dir
1.0 		1,500 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Vincent P Gianatasio Dir, Sec
4.0 		1,500 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Xavier Macias Dir
1.0 		1,500 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Scott Sage Dir, VP
1.0 		1,500 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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  
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 arrow  
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
5,341,703
b
Average of monthly cash balances.......................
1b
295,628
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,637,331
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,637,331
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
84,560
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,552,771
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
277,639
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
277,639
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,092
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,092
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
275,547
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
275,547
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
275,547
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
283,366
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
283,366
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 7 275,547
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 276,960
b Total for prior years:2021, 2020, 2019  
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 ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 283,366
a Applied to 2022, but not more than line 2a 276,960
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 6,406
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		269,141
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
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.... 0
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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

ADVANCING CTNNB1 CURES AND TREATMENTS INC

PO BOX 152
GREEN VILLAGE,NJ07935 		N/A PC General & Unrestricted 10,000

AMERICAN LEGION CHARITIES

700 N PENNSYLVANIA ST
INDIANAPOLIS,IN46204 		N/A PC Post 304 Fund in Dania Beach, FL 5,000

ANIMAL AID INC

5581 NW 51ST AVE
COCONUT CREEK,FL33073 		N/A PC SOFLO Animal Rescue Corporation 6,000

ANIMAL AID INC

5581 NW 51ST AVE
COCONUT CREEK,FL33073 		N/A PC General & Unrestricted 15,050

BLYTHEDALE CHILDREN'S HOSPITAL

95 BRADHURST AVE
VALHALLA,NY10595 		N/A PC General & Unrestricted 2,500

BOSTON COLLEGE

LYONS HALL
CHESTNUT HILL,MA02467 		N/A PC General & Unrestricted 5,000

CTC ACADEMY INC

29-01 BERKSHIRE RD
FAIR LAWN,NJ07410 		N/A PC General & Unrestricted 10,000

FIRE POLICE OFFICERS ASSOCIATION

18 SUMMIT RD
PATTERSON,NY12563 		N/A PC General & Unrestricted 5,000

FRANCISCAN FRIARS OF THE ATONEMENT

PO BOX 301
GARRISON,NY10524 		N/A PC General & Unrestricted 11,000

FRIENDS OF THE SENIOR CITIZENS OF PUTNAM COUNTY IN

110 OLD ROUTE 6 STE 1
CARMEL,NY10512 		N/A PC General & Unrestricted 5,000

FRIENDS OF WLRN INC

172 NE 15TH ST
MIAMI,FL33132 		N/A PC General & Unrestricted 1,200

GLYNWOOD CENTER INC

PO BOX 157
COLD SPRINGS,NY10516 		N/A PC General & Unrestricted 5,000

GOLDEN RETRIEVER FREEDOM RESCUE INC

PO BOX 103130
DENVER,CO80250 		N/A PC General & Unrestricted 2,000

HOLLYWOOD ART AND CULTURE CENTER INC

1650 HARRISON ST
HOLLYWOOD,FL33020 		N/A PC General & Unrestricted 5,000

KENT FIRE DISTRICT NUMBER ONE

2490 RTE 301
CARMEL,NY10512 		N/A GOV General & Unrestricted 10,000

LAW ENFORCEMENT UNITED INC

PO BOX 14097
CHESAPEAKE,VA23325 		N/A PC General & Unrestricted 10,000

MONASTERY OF ST CLARE-FRANCISCAN POOR CLARE NUNS

70 NELSON AVE
WAPPINGERS FL,NY12590 		N/A PC General & Unrestricted 5,000

PUTNAM COUNTY VOLUNTEER FIREMENS ASSOCIATION

103 PARK DR
DOVER PLAINS,NY12522 		N/A PC General & Unrestricted 5,500

PUTNAM VALLEY COMMUNITY FOOD PANTRY LTD

337 PEEKSKILL HOLLOW RD
PUTNAM VALLEY,NY10579 		N/A PC General & Unrestricted 5,000

SPCA OF WESTCHESTER INC

590 N STATE RD
BRIARCLIFF,NY10510 		N/A GOV General & Unrestricted 5,000

SPIRIT OF LIFE POWER INTERNATIONAL

810 N DIXIE HWY
HOLLYWOOD,FL33020 		N/A PC General & Unrestricted 19,000

TOMPKINS CORNERS CULTURAL CENTER INC

729 PEEKSKILL HOLLOW RD
PUTNAM VALLEY,NY10579 		N/A PC General & Unrestricted 10,000

TOWN OF KENT PBA COMMUNITY FUND INC

PO BOX 143
CARMEL,NY10512 		N/A PC General & Unrestricted 10,000

TOWN OF PUTNAM VALLEY

265 OSCAWANA LAKE RD
PUTNAM VALLEY,NY10579 		N/A GOV General & Unrestricted 10,000

WESTCHESTER BLUE FOUNDATION INC

399 KNOLLWOOD RD STE 220
WHITE PLAINS,NY10603 		N/A PC General & Unrestricted 10,000

WESTCHESTER CHILDRENS ASSOCIATION INC

470 MAMARONECK AVE STE 304
WHITE PLAINS,NY10605 		N/A PC General & Unrestricted 2,500

WESTCHESTER COMMUNITY OPPORTUNITY PROGRAM INC

2 WESTCHESTER PLZ
ELMSFORD,NY10523 		N/A PC General & Unrestricted 2,500

YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA

900 SE 3RD AVE STE 210
FT LAUDERDALE,FL33316 		N/A PC Greater Hollywood YMCA Family 5,000

YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA

900 SE 3RD AVE STE 210
FT LAUDERDALE,FL33316 		N/A PC swimming program for low-income families 10,000
Total .................................right arrow 3a 207,250
bApproved for future payment
Total ................................. right arrow 3b  
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 13,270  
4 Dividends and interest from securities ....     14 159,826  
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 3,786  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS 		    01 9,465  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   186,347  
13Total. Add line 12, columns (b), (d), and (e)..................
13
186,347
(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

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

TY 2023 DepreciationSchedule
Name:
Anne Anastasi Charitable Foundation
EIN:
13-4013290
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
COMPUTER 2017-09-14 2,772 2,772 SL 5     0  

TY 2023 InvestmentsCorpBondsSchedule
Name:
Anne Anastasi Charitable Foundation
EIN:
13-4013290
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN ELEC PWR INC SER J NO 22,113 21,496
APPLE INC - 3.250% - 02/23/202 45,804 43,919
APPLIED MATERIALS INC - 3.300% 48,236 43,615
BANK AMER CORP - 4.125% - 01/2 47,481 44,963
BERKSHIRE HATHAWAY NOTE - 3.12 50,960 48,610
CITIGROUP INC GLBL - 6.625% - 35,170 37,059
COCA COLA - 3.375% - 03/25/202 50,244 50,821
CVS CAREMARK CORP NOTE - 4.300 13,166 11,810
DOWDUPONT INC - 4.725% - 11/15 25,274 24,368
ENERGY TRANSFER PARTNERS LP - 24,220 24,803
GENERAL MLS INC - 4.000% - 04/ 25,413 25,640
GOLDMAN SACHS GROUP INC - 4.00 36,189 34,898
JOHNSON &JOHNSON - 1.300% - 09 41,117 40,351
LABORATORY CORP - 3.600% - 09/ 32,383 30,935
LOCKHEED MARTIN CORP - 3.600% 19,733 18,369
LOWES COS INC NOTE CALL MAKE W 36,201 35,842
MITSUBISHI UFJ FINANCIAL GROUP 32,093 33,288
MORGAN STANLEY - 4.000% - 07/2 26,586 24,643
MORGAN STANLEY - 7.250% - 04/0 29,394 30,703
NIKE INC - 2.400% - 03/27/2025 29,445 29,176
NORTHERN TR CORP NOTE - 6.125% 26,396 27,969
PFIZER INC - 3.450% - 03/15/20 27,569 24,113
ROYAL DUTCH SHELL CL A - 2.500 46,381 47,614
SOUTHERN CO SER 2020 A - 3.700 18,366 18,870
TARGET BOND - 3.500% - 07/01/2 47,539 44,592
TORONTO DOMINION 8( - 2.000% - 27,060 28,326
UNION PACIFIC CORP - 3.700% - 47,361 46,892
UNITED PARCEL SERVICE INC - 4. 36,933 30,330
UNITED TECHNOLOGIES - 4.125% - 37,270 31,280
UNITEDHEALTH GROUP INC FXD RT 60,823 62,156
VERIZON COMMUNICATIONS INC - 4 20,501 21,208
VODAFONE GROUP PLC - 4.375% - 32,700 31,963
WESTPAC BANKING CORPORATION - 48,012 43,429

TY 2023 InvestmentsCorpStockSchedule
Name:
Anne Anastasi Charitable Foundation
EIN:
13-4013290
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 5,404 5,424
ACCENTURE PLC 17,079 22,809
ADOBE SYSTEMS, INC 16,782 131,252
ALPHABET INC CL A 11,362 114,546
ALTRIA GROUP INC 24,242 26,261
AMAZON COM 54,100 59,257
AMERICAN ELECTRIC POWER INC 27,755 52,712
AMERICAN WATER WORKS COMPANY I 6,592 21,118
ANHEUSER BUSCH COS INC 18,536 22,294
APPLE INC 36,372 377,358
ARES CAPITAL CORPORATION - CLO 18,290 25,438
ASML HOLDING NV NY REG SHS 14,023 37,846
AT&T, INC 35,761 24,230
BECTON DICKINSON & CO 10,286 9,753
BERKSHIRE HATHAWAY INC. CLASS 33,998 42,799
CHEVRON CORP 27,621 34,307
CINCINNATI FINANCIAL CORP 25,223 21,727
CINTAS CRP 15,530 27,120
CISCO SYSTEMS INC 34,621 38,143
CITIZENS FINANCIAL GROUP, INC 25,021 17,564
CME GROUP, INC 13,299 13,689
CNI FIXED INCOME OPP FD CL N 1,051,174 854,212
COSTCO WHOLESALE CORPORATION 24,538 138,617
DOMINION ENERGY INC 30,446 23,124
DUKE ENERGY CO 20,024 23,775
EMERSON ELECTRIC CO 17,289 18,979
ENTERGY CORP 38,702 39,970
EOG RESOURCES INC 29,191 29,028
EQUINIX, INC 7,899 8,054
EVERSOURCE ENERGYINC 12,611 18,825
FIFTH THIRD BANCORP 31,268 27,247
FIRST ENERGY CORP 5,009 4,766
FRANKLIN RES INC 5,953 6,405
GENERAL MILLS INC 15,541 17,588
GENUINE PARTS COMPANY 6,118 6,233
GILEAD SCIENCES INC 16,828 20,658
HARTFORD FINANCIALSERVICES GRO 18,528 30,946
HCA INC 23,770 52,783
HOME DEPOT INC 54,899 62,379
INTERNATIONAL BUSINESS MACHINE 12,604 15,537
INTERNATIONAL PAPER CO 18,749 14,460
ISHARES RUSSELL 2000 194,295 178,030
ISHARES RUSSELL MIDCAP VALUE 190,688 203,739
JP MORGAN CHASE 52,519 57,834
LINDE PLC COM 3,529 4,107
LOCKHEED MARTIN CORP 31,096 49,856
LYONDELLBASELL INDUSTRIES NV 21,523 20,442
MARATHON PETROLEUM CORP 18,631 47,475
MARSH AND MCLENNAN COMPANIES I 16,051 16,105
MASTERCARD INC 13,075 74,639
MCDONALD'S CORP 32,973 44,477
MERCK & CO INC 28,898 51,239
METLIFE INC 18,434 26,121
MICROSOFT CORP 29,287 229,383
NATIONAL RETAIL PROPERTIES INC 29,039 38,790
NEXTERA ENERGY, INC 27,576 22,778
NORTHROP GRUMMAN CORP 12,189 18,726
NVIDIA CORP 32,333 37,142
NXP SEMICONDUCTORS 20,391 22,968
OCCIDENTAL PETROLEUM CORP 4,218 4,180
PARKER HANNIFIN CP 3,552 4,607
PEPSICO INC 31,237 47,555
PFIZER INC 12,934 11,228
PHILIP MORRIS INTL 21,639 23,614
PIONEER NAT RES CO 8,062 6,746
PRINCIPAL FINANCIAL GROUP 12,308 12,981
PROCTER GAMBLE CO 16,914 27,110
PROLOGIS 15,304 39,990
QUANTA SVCS INC 14,303 24,817
ROPER INDUSTRIES 21,017 27,259
S&P GLOBAL INC COM 21,874 24,229
SALESFORCE.COM 16,834 22,367
SONOCO PRODUCTS COMPANY 19,478 20,951
STARBUCKS CORP COM 34,235 34,084
T-MOBILE US INC 26,232 42,487
TESLA MOTORS INC 22,068 26,090
THE COCA-COLA CO 26,616 35,358
THERMO FISHER SCIENTIFIC INC 18,625 106,158
TJX COMPANIES INC 9,433 13,133
TRANE TECHNOLOGIES PLC 9,364 18,293
UNITEDHEALTH GROUP INC 17,939 78,971
US BANCORP 11,927 9,305
VERIZON COMMUNICATIONS 36,415 32,309
VISA INC 13,335 77,584
WAL-MART STORES INC 25,466 42,566
WALT DISNEY HOLDINGS CO 27,891 29,796
ZOETIS INC 12,272 14,803

TY 2023 InvestmentsGovtObligationsSch
Name:
Anne Anastasi Charitable Foundation
EIN:
13-4013290
US Government Securities - End of Year Book Value:

16,345
US Government Securities - End of Year Fair Market Value:

15,700
State & Local Government Securities - End of Year Book Value:


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


 


TY 2023 LandEtcSchedule2
Name:
Anne Anastasi Charitable Foundation
EIN:
13-4013290
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COMPUTER 2,772 2,772    


TY 2023 OtherExpensesSchedule
Name:
Anne Anastasi Charitable Foundation
EIN:
13-4013290
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 21,389     21,389
State or Local Filing Fees 250     250


TY 2023 OtherIncomeSchedule2
Name:
Anne Anastasi Charitable Foundation
EIN:
13-4013290
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Class Action Lawsuit Proceeds 9,465 9,465  


TY 2023 OtherProfessionalFeesSchedule
Name:
Anne Anastasi Charitable Foundation
EIN:
13-4013290
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 35,388 35,388    
PHILANTHROPIC CONSULTING SVCS 43,500     43,500


TY 2023 TaxesSchedule
Name:
Anne Anastasi Charitable Foundation
EIN:
13-4013290
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 2,000      
990-PF Excise Tax for 2022 291      
Foreign Tax Paid 432 432