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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
ANTHONY J AND CHRISTIE B DE NICOLA
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)732 N MANASOTA KEY ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ENGLEWOOD, FL34223
A Employer identification number

31-6647684
B Telephone number (see instructions)

(212) 893-9525
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$78,761,668J 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) 93,290
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,385,723 1,385,723  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,330,511
b Gross sales price for all assets on line 6a 19,292,299
7 Capital gain net income (from Part IV, line 2)... 6,086,960
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
344,660 732,284  
12 Total. Add lines 1 through 11........ 8,154,184 8,204,967  
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)....... Click to see attachment
List of Attached Documents:
// Content
34,290 8,573   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
140,000 70,000   70,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
64,299 20,790   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
499,709 444,836   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 738,298 544,199   70,000
25 Contributions, gifts, grants paid....... 3,509,146 3,509,146
26 Total expenses and disbursements. Add lines 24 and 25 4,247,444 544,199   3,579,146
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,906,740
b Net investment income (if negative, enter -0-) 7,660,768
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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.............   874,674 874,674
2 Savings and temporary cash investments......... 398,249 5,873,975 5,873,975
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   250,000 0 0
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)....... 12,110,725 Click to see attachment
List of Attached Documents:
// Content
11,324,669 		15,320,744
c Investments—corporate bonds (attach schedule)....... 13,686,173 Click to see attachment
List of Attached Documents:
// Content
10,566,276 		10,739,140
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).......... 42,376,691 Click to see attachment
List of Attached Documents:
// Content
46,098,752 		45,953,135
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 68,821,838 74,738,346 78,761,668
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 68,821,838 74,738,346
29 Total net assets or fund balances (see instructions)..... 68,821,838 74,738,346
30 Total liabilities and net assets/fund balances (see instructions). 68,821,838 74,738,346
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
68,821,838
2
Enter amount from Part I, line 27a .....................
2
3,906,740
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,012,678
4
Add lines 1, 2, and 3 ..........................
4
74,741,256
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,910
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
74,738,346
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLIC TRADED SECURITIES MS ACCT X1342      
b PUBLIC TRADED SECURITIES MS ACCT X1342      
c PUBLIC TRADED SECURITIES MS ACCT X1343      
d PUBLIC TRADED SECURITIES MS ACCT X1343      
e PUBLIC TRADED SECURITIES MS ACCT X1345      
PUBLIC TRADED SECURITIES MS ACCT X1345      
PUBLIC TRADED SECURITIES MS ACCT X4034      
PUBLIC TRADED SECURITIES MS ACCT X4034      
PUBLIC TRADED SECURITIES MS ACCT X4035      
PUBLIC TRADED SECURITIES MS ACCT X0807      
PUBLIC TRADED SECURITIES MS ACCT X0807      
PUBLIC TRADED SECURITIES MS ACCT X0807 - ACCRUED MARKET DISCOUNT      
PUBLIC TRADED SECURITIES MS ACCT X8807      
PUBLIC TRADED SECURITIES MS ACCT X8807 - WASH SALE      
PUBLIC TRADED SECURITIES MS ACCT X8807      
PUBLIC TRADED SECURITIES MS ACCT X8807 - WASH SALE      
PUBLIC TRADED SECURITIES MS ACCT X6217      
PUBLIC TRADED SECURITIES MS ACCT X6217 - WASH SALE      
PUBLIC TRADED SECURITIES MS ACCT X6217      
PUBLIC TRADED SECURITIES MS ACCT X6217 - WASH SALE      
ACCOLADE PARTNERS GROWTH II, L.P. P 2024-01-01 2024-12-31
ACCOLADE PARTNERS GROWTH II, L.P. P 2014-01-01 2024-12-31
ACCOLADE PARTNERS VIII P 2024-01-01 2024-12-31
ACCOLADE PARTNERS VIII P 2024-01-01 2024-12-31
CERES CLASSIC L.P. P 2024-01-01 2024-12-31
CERES CLASSIC L.P. P 2024-01-01 2024-12-31
HALSTATT REAL ESTATE PARTNERS FUND IV, LP P 2024-01-01 2024-12-31
HALSTATT REAL ESTATE PARTNERS FUND IV, LP P 2024-01-01 2024-12-31
NH TACTICAL VALUE FUND (BLOCKED AIV) LP P 2024-01-01 2024-12-31
NORTH SHORE AVIATION TRUST SERIES-SEC1231 P 2024-01-01 2024-12-31
OAK STREET REAL ESTATE V P 2024-01-01 2024-12-31
SPRUCEVIEW U.S. GROWTH - SEC 1231 P 2024-01-01 2024-12-31
SPRUCEVIEW U.S. SELECT P 2024-01-01 2024-12-31
SPRUCEVIEW U.S. SELECT - SEC 1231 P 2024-01-01 2024-12-31
WCAS CO-INVEST . LLC P 2024-01-01 2024-12-31
WCAS XI ASSOCIATES P 2024-01-01 2024-12-31
WCAS XI CO-INVESTORS P 2024-01-01 2024-12-31
WCAS XII CO-INVESTMENT, LLC P 2024-01-01 2024-12-31
WCAS XII CO-INVESTMENT, LLC P 2024-01-01 2024-12-31
WCAS XIII CO-INVESTORS LLC P 2024-01-01 2024-12-31
WCAS XIII CO-INVESTORS LLC P 2024-01-01 2024-12-31
BRIDGE MULTIFAMILY FUND IV INTERNATIONAL-A, LP P 2024-01-01 2024-12-31
PUBLIC TRADED SECURITIES MS ACCT X4034      
WCAS XIII CO-INVESTORS LLC - SEC 1231 P 2024-01-01 2024-12-31
DISPOSITION OF PARTNERSHIP INTEREST IN WCAS XI CO-INVESTORS LLC P 2022-01-01 2024-12-31
DISPOSITION OF PARTNERSHIP INTEREST IN CROWHEART ENERGY LLC P 2021-01-01 2024-12-31
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 162,396   175,407 -13,011
b 524,335   356,372 167,963
c 99,780   94,925 4,855
d 793,907   505,622 288,285
e 90,596   41,319 49,277
396,619   267,237 129,382
996,932   995,170 1,762
4,642,382   1,001,676 3,640,706
71,717   80,500 -8,783
513,424   518,436 -5,012
5,282,117   5,228,273 53,844
    61,516 -61,516
23,327   24,581 -1,254
695     695
233,794   206,095 27,699
789     789
976,652   940,203 36,449
397     397
2,679,396   1,957,298 722,098
2,933     2,933
24     24
18,905     18,905
822     822
2,547     2,547
4,945     4,945
    5,410 -5,410
4,712   4,712 0
5,517   4,841 676
13,067     13,067
    356 -356
565     565
    47 -47
19,385     19,385
46,960   95 46,865
    375 -375
33,971     33,971
7,591     7,591
13     13
700,865     700,865
41     41
434,692     434,692
5,884     5,884
460,000   459,334 666
      0
36,653     36,653
    275,539 -275,539
2,952     2,952
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       -13,011
b       167,963
c       4,855
d       288,285
e       49,277
      129,382
      1,762
      3,640,706
      -8,783
      -5,012
      53,844
      -61,516
      -1,254
      695
      27,699
      789
      36,449
      397
      722,098
      2,933
      24
      18,905
      822
      2,547
      4,945
      -5,410
      0
      676
      13,067
      -356
      565
      -47
      19,385
      46,865
      -375
      33,971
      7,591
      13
      700,865
      41
      434,692
      5,884
      666
      0
      36,653
      -275,539
      2,952
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 6,086,960
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) 1 106,485
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........................... 3 106,485
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- ..... 5 106,485
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 43,509
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 110,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 153,509
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 47,024
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow47,024 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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, FL
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 2024 or the taxable year beginning in 2024? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowANTHONY J DE NICOLA TRUSTEE Telephone no.right arrow (212) 893-9525

Located atright arrow732 N MANASOTA KEY ROADENGLEWOODFL ZIP+4right arrow34223
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
ANTHONY J DENICOLA TRUSTEE
1.00 		0 0 0
732 N MANASOTA KEY ROAD
ENGLEWOOD,FL34223
CHRISTIE B DENICOLA TRUSTEE
1.00 		0 0 0
732 N MANASOTA KEY ROAD
ENGLEWOOD,FL34223
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 (2024)
Form 990-PF (2024)
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  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
34,166,673
b
Average of monthly cash balances.......................
1b
776,168
c
Fair market value of all other assets (see instructions)................
1c
44,211,740
d
Total (add lines 1a, b, and c).........................
1d
79,154,581
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
79,154,581
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,187,319
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
77,967,262
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,898,363
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
3,898,363
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
106,485
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
106,485
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,791,878
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,791,878
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
3,791,878
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
3,579,146
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
3,579,146
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 3,791,878
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 190,930
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 296,299
f Total of lines 3a through e ........ 487,229
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,579,146
a Applied to 2023, 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 2024 distributable amount..... 3,579,146
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 212,732 212,732
(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 5 274,497
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		274,497
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 274,497
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
ANTHONY J DENICOLA
CHRISTIE B DENICOLA
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ANTHONY DE NICOLA
732 N MANASOTA KEY RD
ENGLEWOOD,FL34223
(212) 893-9525
bThe form in which applications should be submitted and information and materials they should include:
THE INFORMATION WILL BE PROVIDED UPON WRITTEN REQUEST. THE APPLICANTS MUST INCLUDE THEIR NAMES, ADDRESSES, AND TELEPHONE NUMBERS.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2024)
Form 990-PF (2024)
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

AMERICAN FEDERATION FOR CHILDREN GROWTH FUND

5950 BERKSHIRE LANE SUITE 325
DALLAS,TX75225 		NONE PC CHARITABLE GIFT 15,000

AMERICAN FOUNDATION FOR SUICIDE

199 WATER STREET 11TH FLOOR
NEW YORK,NY10038 		NONE PC CHARITABLE GIFT 2,500

CATHEDRAL OF ST JHON THE BAPTIST

387-389 GRAND STREET
PATERSON,NJ07505 		NONE PC CHARITABLE GIFT 155,000

CATHOLIC INFORMATION CENTER

1501 K STREET NW SUITE 175
WASHINGTON,DC20005 		NONE PC CHARITABLE GIFT 20,000

CHEROKEE PLANTATION CHARITIES

5109 COMBAHEE RD YEMASSEE
YEMASSEE,SC29945 		NONE PC CHARITABLE GIFT 10,000

CHILDREN'S SCHOLARSHIP FUND

8 WEST 38TH STREET SUITE 804
NEW YORK,NY10018 		NONE PC CHARITABLE GIFT 5,000

ETHICS & PUBLIC POLICY CENTER

1730 M STREET NW SUITE 910
WASHINGTON,DC20036 		NONE PC CHARITABLE GIFT 75,000

FOUNDATIONS IN EDUCATION

238 JEWETT AVENUE
BRIDGEPORT,CT06606 		NONE PC CHARITABLE GIFT 5,000

GALILEO FOUNDATION

PO BOX 50508
LOS ANGELES,CA90050 		NONE PC CHARITABLE GIFT 10,000

HARVARD UNIVERSITY

124 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		NONE PC CHARITABLE GIFT 100,000

HOSPITAL FOR SPECIAL SURGERY

535 EAST 70TH STREET
NEW YORK,NY10021 		NONE PC CHARITABLE GIFT 286,000

HUDSON INSTITUTE

1201 PENNSYLVANIA AVENUE NW SUITE
400
WASHINGTON,DC20004 		NONE PC CHARITABLE GIFT 20,000

INNER-CITY SCHOLARSHIP FUND

1011 FIRST AVENUE SUITE 1800
NEW YORK,NY10022 		NONE PC CHARITABLE GIFT 362,000

INSTITUTE FOR PATIENT RIGHTS

1562 FIRST AVENUE 296
NEW YORK,NY10028 		NONE PC CHARITABLE GIFT 25,000

INSTITUTE ON RELIGION AND PUBLIC LIFE (FIRST THINGS)

9 EAST 40TH STREET 10TH FLOOR
NEW YORK,NY10016 		NONE PC CHARITABLE GIFT 20,000

INVEST IN EDUCATION FOUNDATION

PO BOX 38222
ALBANY,NY12203 		NONE PC CHARITABLE GIFT 200,000

MAYO CLINIC

200 FIRST ST SW
ROCHESTER,MN55905 		NONE PC CHARITABLE GIFT 50,000

NATIONAL ITALIAN AMERICAN FOUNDATION

1860 19TH STREET NW
WASHINGTON,DC20009 		NONE PC CHARITABLE GIFT 1,000

SAINT PIO FOUNDATION

24 DEPOT SQUARE
TUCKAHOE,NY10707 		NONE PC CHARITABLE GIFT 25,000

SAINTS PETER AND PAUL ROMAN CATHOLIC CHURCH

404 HUDSON STREET
HOBOKEN,NJ07030 		NONE PC CHARITABLE GIFT 15,000

SISTERS OF LIFE

38 MONTEBELLO RD
SUFFERN,NY10901 		NONE PC CHARITABLE GIFT 5,000

ST ANTHONY'S CATHOLIC CHURCH

925 S JEFFERIES BLVD
WALTERBORO,SC29488 		NONE PC CHARITABLE GIFT 10,000

ST JOHN'S BREAD & LIFE

795 LEXINGTON AVENUE
BROOKLYN,NY11221 		NONE PC CHARITABLE GIFT 15,000

ST LUKE'S ROMAN CATHOLIC CHURCH

340 NORTH FRANKLIN TPKE
HOHOKUS,NJ07423 		NONE PC CHARITABLE GIFT 20,000

STUDENTS FOR LIFE AMERICA

1000 WINCHESTER ST STE 301
FREDERICKSBURG,VA22401 		NONE PC CHARITABLE GIFT 50,000

THE BECKET FUND FOR RELIGIOUS LIBERTY

1919 PENNSYLVANIA AVE NW SUITE 400
WASHINGTON,DC20006 		NONE PC CHARITABLE GIFT 150,000

THE CATHOLIC THING

1730 M STREET NW SUITE 910
WASHINGTON,DC20036 		NONE PC CHARITABLE GIFT 1,000

TURNING POINT USA

4940 EAST BEVERLY ROAD
PHOENIX,AZ85044 		NONE PC CHARITABLE GIFT 100,000

AGUDATH ISRAEL OF AMERICA

42 BROADWAY 14TH FLOOR
NEW YORK,NY10004 		NONE PC CHARITABLE GIFT 5,000

THE C4 FOUNDATION

PO BOX 181679
CORONADO,CA92178 		NONE PC CHARITABLE GIFT 5,000

CENTER FOR THE RIGHTS OF ABUSED CHILDREN

3900 EAST CAMELBACK ROAD SUITE 300
PHOENIX,AZ85018 		NONE PC CHARITABLE GIFT 10,000

CHAMPIONS FOR QUALITY EDUCATION

488 MADISON AVENUE
NEW YORK,NY10022 		NONE PC CHARITABLE GIFT 8,000

CHILDREN OF FALLEN PATRIOTS FOUNDATION

1818 LIBRARY STREET SUITE 500
RESTON,VA20190 		NONE PC CHARITABLE GIFT 25,000

DIOCESE OF VENICE IN FLORIDA

1000 PINEBROOK ROAD
VENICE,FL34285 		NONE PC CHARITABLE GIFT 100,000

THE INTERNATIONAL DOMINICAN FOUNDATION

ONE GALLERIA BLVD SUITE 710-B
LOS ANGELES,CA70001 		NONE PC CHARITABLE GIFT 50,000

EPIPHANY CATHEDRAL PARISH

310 SARASOTA STREET
VENICE,FL34285 		NONE PC CHARITABLE GIFT 280,000

FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS

603 PARK POINT DRIVE
GOLDEN,CO80401 		NONE PC CHARITABLE GIFT 200,000

FOUNDATION FOR EXCELLENCE IN EDUCATION

215 SOUTH MONROE STREET
TALLAHASSEE,FL32301 		NONE PC CHARITABLE GIFT 15,000

KNIGHTS OF COLUMBUS CHARITABLE FUND

ONE COLUMBUS PLAZA 19TH FLOOR
NEW HEAVEN,CT06510 		NONE PC CHARITABLE GIFT 400,000

LEADERSHIP ALLIANCE INTERNATIONAL INC

16350 EAST ARAPAHOE ROAD SUITE 150
FOXFIELD,CT80016 		NONE PC CHARITABLE GIFT 9,626

MEMORIAL SLOAN KETTERING CANCER CENTER

1275 YORK AVENUE
NEW YORK,NY10065 		NONE PC CHARITABLE GIFT 1,000

NAVY SEAL FOUNDATION

1619 D STREET BLDG 5326
VIRGINIA BEACH,VA23459 		NONE PC CHARITABLE GIFT 5,000

COLUMBIA UNIVERSITY IRVING MEDICAL CENTER

622 WEST 168TH STREET
NEW YORK,NY10032 		NONE PC CHARITABLE GIFT 10,000

BRILLA NEW JERSEY CHARTER SCHOOL

24 DE GRASSE ST
PATERSON,NJ07505 		NONE PC CHARITABLE GIFT 500,000

THE ROMAN CATHOLIC ARCHBISHOP OF BOSTON

66 BROOKS DRIVE
BRAINTREE,MA02184 		NONE PC CHARITABLE GIFT 10,000

SAVE OUR ALLIES

1506 EAST FRANKLIN STREET SUITE 102
CHAPEL HILL,NC27514 		NONE PC CHARITABLE GIFT 50,000

THE SPRINGBOARD FOUNDATION

33 S STATE STREET SUITE 750
CHICAGO,IL60603 		NONE PC CHARITABLE GIFT 10,000

ST AEDAN'S PARISH

800 BERGEN AVE
JERSEY CITY,NJ07306 		NONE PC CHARITABLE GIFT 1,500

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN38105 		NONE PC CHARITABLE GIFT 500

ST XAVIER HIGH SCHOOL

600W NORTH BEND ROAD
CINCINNATI,OH45224 		NONE PC CHARITABLE GIFT 10,000

WREATHS ACROSS AMERICA

4 POINT STREET
COLUMBIAFALLS,ME04623 		NONE PC CHARITABLE GIFT 1,020

DOMINICAN THOMISTIC INSTITUTE

487 MICHIGAN AVE NE
WASHINGTON,DC20017 		NONE PC CHARITABLE GIFT 50,000
Total .................................right arrow 3a 3,509,146
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 1,385,723  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 35,071  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 6,330,511  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 INCOME PASSTHRU ACCOLADE PARTNERS GROWTH II LP 		  -1,233 14 1,257  
bK-1 INCOME PASSTHRU ACCOLADE PARTNERS VIII   -898 14 1,527  
cK-1 INCOME PASSTHRU ACCOLADE PARTNERS VIII-D, L.P.     14 657  
dK-1 INCOME PASSTHRU CERES CLASSIC L.P.     14 29,690  
eK-1 INCOME PASSTHRU CK OPPORTUNITIES FUND     14 139,066  
fK-1 INCOME PASSTHRU CROWHEART ENERGY, LLC   -2,387 14 1,847  
gK-1 INCOME PASSTHRU HALSTATT FUND IV   -175,567 14 7,129  
hK-1 INCOME PASSTHRU HREP BFR (SPV), L.P.   -59,723 14 -1,336  
iK-1 INCOME PASSTHRU MERIDIAN II   7,422 14 46  
jK-1 INCOME PASSTHRU NORTH HAVEN ENERGY CAPITAL FUND     14 -8  
kK-1 INCOME PASSTHRU NORTH HAVEN TACTICAL VALUE FUND (AIV)     14 13,157  
lK-1 INCOME PASSTHRU NH TACTICAL VALUE FUND (BLOCKED AIV) LP     14 48,458  
mK-1 INCOME PASSTHRU NORTH HAVEN TV FEEDER FUND LP     14 13,599  
nK-1 INCOME PASSTHRU NORTH SHORE AVIATION TRUST SERIES   8,384 14 -3  
oK-1 INCOME PASSTHRU OAK STREET REAL ESTATE V     14 9,261  
pK-1 INCOME PASSTHRU ONTARIO MARKETPLACE INVESTORS LLC   -13,464 14 131  
qK-1 INCOME PASSTHRU PROPERTY 9 LLC     14 -44,108  
rK-1 INCOME TMG MONUMENT INVESTORS, LLC   43,274 14 6,037  
sK-1 INCOME PASSTHRU SPRUCEVIEW : U.S. GROWTH   -43,471 14 54,575  
tK-1 INCOME PASSTHRU SPRUCEVIEW U.S. SELECT   -39,090 14 19,352  
12 Subtotal. Add columns (b), (d), and (e) .. -387,653 8,448,547 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,060,894
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
ANTHONY J AND CHRISTIE B DE NICOLA
FOUNDATION
Employer identification number

31-6647684
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
ANTHONY J AND CHRISTIE B DE NICOLA
FOUNDATION 		Employer identification number
31-6647684
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ANTHONY DENICOLA
732 N MANASOTA KEY ROAD
 
ENGLEWOOD, FL34223

$ 93,290


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
ANTHONY J AND CHRISTIE B DE NICOLA
FOUNDATION 		Employer identification number

31-6647684
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
ANTHONY J AND CHRISTIE B DE NICOLA
FOUNDATION 		Employer identification number

31-6647684
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
ANTHONY J AND CHRISTIE B DE NICOLA
 
FOUNDATION
EIN:
31-6647684
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 34,290 8,573   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
ANTHONY J AND CHRISTIE B DE NICOLA
 
FOUNDATION
EIN:
31-6647684
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK OF AMERICA CORP FXD TO 102024 VAR THRAFTR 6.5000% 972,890 999,605
CELANESE US HOLDINGS LLC 977,249 990,861
CITIGROUP INC 1,008,000 1,054,580
CITIGROUP INC 1,080,617 1,041,830
CITIZENS FINANCIAL GROUP INC 978,499 1,009,569
ENERGY TRANSFER LP 974,887 1,006,070
GENERAL MOTORS CO 600,407 603,540
GOLDMAN SACHS BDC INC 974,136 1,002,834
GOLDMAN SACHS GROUP INC/THE FX D TO 112034 VAR THRAFTR 6.125% 463,345 454,825
GOLDMAN SACHS GROUP INC/THE FXD TO 052029 VAR THRAFTR 7.5% 508,438 522,590
PACIFIC GAS AND ELECTRIC CO 976,244 1,030,896
STATE STREET CORP 1,051,564 1,021,940

TY 2024 InvestmentsCorpStockSchedule
Name:
ANTHONY J AND CHRISTIE B DE NICOLA
 
FOUNDATION
EIN:
31-6647684
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC UNSPONS ADR (TGOPY) 11,107 12,342
ABB LTD ADR 41,139 88,908
ABM INDUSTRIES INCORPORATED 4,193 4,720
ACCENTURE PLC IRELAND CL A (ACN) 30,589 36,938
ACI WORLDWIDE INC 48,702 95,047
ADAPTHEALTH CORP 86,755 71,286
ADIDAS AG 31,655 38,375
ADOBE INC 15,817 28,537
ADVANCE AUTO PARTS 11,591 10,688
ADVANTAGE SOLUTIONS INC CL A 12,484 10,275
A G C O CORP 18,633 17,668
AIA GROUP LTD SPON ADR 99,566 80,508
AIRBNB INC CL A (ABNB) 23,853 22,997
AIR LEASE CORP CL A 73,234 88,755
AIR LIQUIDE ADR 64,823 83,130
AIR PROD & CHEM INC 73,326 100,934
ALCON INC 17,311 26,486
ALEXANDER & BALDWIN INC 1,555 1,687
ALEXANDER & BALDWIN INC 66,474 66,011
ALIGHT INC CL A 8,405 6,955
ALPHABET INC CL A 61,356 86,321
ALPINE INCOME PPTY TR INC 9,235 9,520
AMADEUS IT GROUP S.A ADR 45,155 49,364
AMAZON COM INC 76,705 173,976
AMERICAN EAGLE OUTFITTERS NEW (AEO) 34,369 28,189
AMERICAN EXPRESS CO 18,432 54,906
AMERICAN TOWER CORP 32,649 36,499
AMERN AXLE & MFG HLDGS INC 2,004 1,446
AMN HEALTHCARE SVCS INC (AMN) 30,411 17,964
ANHEUSER BUSCH INBEV SA SPON 31,672 27,438
AON PLC CL A 19,486 36,993
API GROUP CORP 6,900 14,820
APPLE INC 29,988 126,713
APTARGROUP INC (ATR) 33,946 34,248
ARAMARK HOLDINGS CORPORATION 32,170 41,563
ARCOSA INC 13,637 28,829
ARMSTRONG WORLD INDS INC NEW 3,871 8,028
ASGN INC 61,682 65,172
ASHTEAD GROUP PLC ADR (ASHTY) 24,845 18,892
ASICS CORP ADR 3,852 17,038
ASM INTERNATIONAL NV 5,553 7,964
ASML HOLDING NV NY REG NEW 65,189 123,368
ASSURED GUARANTY LTD 2,634 6,715
ASSURED GUARANTY LTD 65,367 112,062
ATLANTA BRAVES HLDG INC SER C 9,579 15,495
ATMUS FILTRATION TECHNOLOGIES (ATMU) 30,213 38,240
AXCELIS TECHNOLOGIES INC (ACLS) 153,900 100,263
AXIS CAPITAL HOLDINGS LTD 7,689 11,255
B&M EUROPEAN VALUE RET SA ADR 8,246 5,717
BANK IRELAND GRP PLC UNSPD ADR 42,144 40,370
BANK OF AMERICA CORP 32,522 56,696
BANKINTER NEW (BKNIY) 11,567 11,321
BARCLAYS PLC ADR 30,143 55,393
BARRY CALLEBAUT AG UNSPSD ADR (BRRLY) 42,299 32,591
BEACON ROOFING SUPPLY INC 2,147 4,012
BEIGENE LTD 11,770 14,469
BERKSHIRE HATHAWAY CL-B NEW 50,270 72,525
BERRY GLOBAL GROUP INC 15,485 20,694
BERRY GLOBAL GROUP INC 28,110 28,907
BHP GROUP LIMITED ADR 8,418 6,934
BLACK HILLS CORP 5,400 5,615
BOOZ ALLEN HAMILTON HLDG CL-A 20,318 34,749
BP PLC ADS 14,986 17,411
BRINK'S COMPANY COM 7,677 11,596
BROADCOM INC 32,392 47,295
BROADSTONE NET LEASE INC 2,230 2,395
BROOKLINE BANCORP INC NEW 3,962 3,906
BROWN & BROWN INC 29,942 41,420
BUNZL PLC NEW 40,590 44,417
BUREAU VERITAS SA ADR 22,438 22,543
CABOT CORP 3,725 7,766
CANADIAN NATL RAILWAY CO 31,549 26,900
CANNAE HLDGS INC 10,126 9,612
CAPGEMINI S E UNSPONSORED ADR 120,422 118,447
CAPITAL ONE FINANCIAL CORP (COF) 36,494 44,580
CARLSBERG AS 18,506 15,464
CARTER'S 2,453 2,068
CARTER'S 44,144 35,603
CASEY'S GENERAL STORES INC (CASY) 30,740 37,878
CAVCO INDUSTRIES INC 6,362 12,941
CELANESE CORP SERIES A COM STK 11,280 10,935
CENTURI HOLDINGS INC (CTRI) 9,981 9,520
CHARLES SCHWAB NEW 34,578 54,027
CHATHAM LODGING TRUST COM 2,754 2,202
CHUBB LTD 11,572 14,518
CHURCH & DWIGHT CO INC 9,162 32,460
CITIZENS FINANCIAL GROUP INC 19,863 29,057
CNH INDUSTRIAL N V (CNH) 47,349 48,039
CNO FINL GROUP INC COM 6,852 11,461
COLGATE PALMOLIVE CO 41,294 57,910
COLUMBIA SPORTSWEAR CO 2,679 3,052
COMCAST CORP (NEW) CLASS A 38,177 40,120
COMPASS GROUP PLC SPD ADR 16,813 27,105
CONCENTRIX CORP 11,477 8,351
CONMED CORP 4,563 4,292
CONTL AG SPONS ADR 8,711 7,343
COPART INC 7,311 39,829
CRANE COMPANY 20,424 35,206
CRANE COMPANY 14,998 30,350
CRANE NXT CO 50,699 60,898
CRH PLC (CRH) 6,569 7,890
CRODA INTL PLC ADR (COIHY) 12,824 9,984
CROWN HLDGS INC (HOLDING CO) 5,706 5,614
CTO REALTY GROWTH INC COM 20,632 22,647
CURTISS WRIGHT CORP 33,380 43,294
CUSHMAN & WAKEFIELD PLC 1,339 2,027
CVB FINCL CP 2,737 3,468
DAIFUKU CO LTD ADR 44,812 41,765
DAIKIN INDS LTD UNSPON ADR 22,820 16,254
DANONE SPONSORED ADR 14,631 16,237
DBS GROUP HOLDINGS LTD SP 50,552 102,810
DECKER OUTDOOR CORPORATION 10,620 44,274
DEERE & CO 27,212 42,240
DENNYS CORPORATION 8,298 7,732
DENTSPLY SIRONA INC 22,713 14,785
DESCARTES SYSTEMS GROUP INC 33,512 42,486
DEUTSCHE BK AG REG SHS 19,026 20,716
DEVON ENERGY CORP NEW 23,374 23,729
DEXCOM INC (DXCM) 35,067 34,608
DIAGEO PLC SPON ADR NEW 71,173 54,666
DIEBOLD NIXDORF INC (DBD) 7,342 8,393
DIPLOMA PLC ADR (DPMAY) 14,647 17,779
DISCO CORP ADR 7,811 7,205
DISTRIBUTION SOLUTIONS GRP INC 6,550 10,251
DNB ASA ADR 15,773 19,019
DOLLAR TREE INC (DLTR) 7,477 7,494
DR ING H C F PORSCHE AG ADR (DRPRY) 42,752 32,949
DSV AS ADR 25,023 38,535
DT MIDSTREAM INC 9,193 24,062
DUN & BRADSTREET HLDGS INC 7,273 7,526
DUN & BRADSTREET HLDGS INC 9,274 10,890
DYNATRACE INC (DT) 37,871 36,741
EDISON INTERNATIONAL 41,499 57,724
ELEMENT SOLUTIONS INC 30,872 41,680
EMBECTA CORP (EMBC) 15,685 17,966
EMCOR GROUP INC 13,145 40,532
ENCOMPASS HEALTH CORP 57,475 88,010
ENERGIZER HLDGS INC 3,780 3,359
ENGIE SPONS ADR 18,955 24,827
ENOVIS CORPORATION COM 32,158 26,942
ENSTAR GROUP LTD 746 1,300
ENVISTA HLDGS CORP 5,747 5,768
EPIROC AKTIEBOLAG ADR 101,528 87,623
EQUINIX INC 19,814 45,356
EQUINOR ASA 51,185 37,880
ESSILORLUXOTTICA ADR 21,252 43,304
EURONET WORLDWIDE INC 72,128 77,644
EXPERIAN GP LTD ADR 20,555 21,012
EVERUS CONSTRUCTION GROUP (ECG) 18,877 34,848
F&G ANNUITIES & LIFE INC 13,810 24,408
FACTSET RESEARCH SYSTEMS INC 28,361 32,225
FANUC CORPORATION UNSP ADR 17,557 16,351
FED AGRIC MTG NON VTG C 9,655 19,075
FERRARI N V (RACE) 14,307 14,522
FIRST AMERICAN FINL CORP 68,609 80,797
FIRST CITIZ BANCSHARES A 39,249 156,182
FIRST CITIZ BANCSHARES A 3,996 15,831
FIRST HAWAIIAN INC 9,126 11,210
FIRST HAWAIIAN INC 57,481 68,534
FIRST INTERNET BANCORP 7,798 14,216
FLOWERS FOODS INC 3,586 3,326
FNB CORPORATION 13,773 22,007
FORMFACTOR INC 14,927 23,496
FORTUNE BRANDS INNOVATIONS INC 26,701 31,227
FREIGHTCAR AMERICA INC (RAIL) 9,100 7,732
FRONTDOOR INC 2,397 3,527
FRONTDOOR INC 82,612 145,532
FRONTDOOR INC 15,508 23,945
GENPACT LTD 4,465 5,841
GENTEX CORP 36,861 36,688
GENTHERM INC COM 4,138 2,875
GIBRALTAR INDUSTRIES INC (ROCK) 14,611 12,958
GILDAN ACTIVEWEAR INC 18,176 22,019
GIVAUDAN SA ADR 17,725 30,196
GMS INC COM 15,454 58,024
GODADDY INC. (GDDY) 36,030 35,921
GORMAN RUPP COMPANY 4,879 7,281
GRAND CANYON ED INC COM 36,190 73,219
GRANITE CONSTR INC 4,048 13,946
GRAPHIC PACKAGING HOLDING CO 13,729 21,375
GREIF BROS CORP CL A 4,579 5,501
GXO LOGISTICS INCORPORATED 33,217 33,582
HALEON PLC ADR 95,460 117,542
HALMA PLC UNSPON ADR 13,072 16,569
HALOZYME THERAPEUTICS INC (HALO 34,829 27,252
HANESBRANDS INC 9,715 7,302
HEALTHPEAK PPTYS INC 20,970 23,311
HELEN OF TROY (HELE) 7,519 6,880
HELIX ENERGY SOLUTIONS GRP INC 24,086 20,746
HERMES INTL SCA UNSPON ADR 5,590 24,285
HEXAGON AB ADR (HXGBY) 6,660 6,394
HILLENBRAND INC 11,625 8,218
HILLMAN SOLUTIONS CORP 87,540 87,173
HOME DEPOT INC 38,690 47,457
HONG KONG EXCHANGES & CLEARING 14,475 18,027
HOPE BANCORP, INC. 4,930 6,048
HORACE MANN EDUCATORS CP 4,992 6,473
HOULIHAN LOKEY INC CL A 7,319 18,929
HOWARD HUGHES HOLDINGS INC 34,051 39,383
HOYA CORP SPONS ADR 27,278 30,638
HYSTER-YALE MATLS HANDLING A 870 764
IAC INC NEW 40,417 34,383
IBERDROLA SA SPON ADR 9,612 17,243
ICON PLC 71,095 67,946
ICU MEDICAL INC 12,744 15,672
ILL TOOL WORKS INC 13,398 26,117
IMCD GROUP N V ADR 18,457 17,906
INDUSTRIA DE DISENO TEXTIL IND 16,905 37,729
INFINEON TECHNOLOGIES AG (IFNNY) 43,237 38,108
ING GROEP NV ADR 66,749 84,414
INGEVITY CORP (NGVT) 7,236 8,028
INSPERITY INC COM 107,567 107,041
INTEGRA LIFESCIENCES CRP NEW 8,415 6,713
INTEL CORP 98,462 51,047
INTERCONTINENTAL EXCHANGE INC 11,106 14,845
INTERDIGITAL INC (IDCC) 60,544 86,205
INTL BANCSHARES CORP 36,521 60,318
INTUIT INC 31,902 40,496
INTUITIVE SURGICAL INC 29,156 47,398
ITOCHU CORP ADR 36,049 42,658
JACKSON FINANCIAL INC CL A 4,959 16,894
JAMES HARDIE INDS SE (JHX) 13,567 10,753
JAMES RIV GROUP HLDGS LTD 1,047 575
JELD WEN HLD INC 6,086 2,981
JOHN BEAN TECHNOLOGIES CORP 4,962 6,785
JPMORGAN CHASE & CO 49,760 118,656
JULIUS BAER GROUP LTD UN ADR (JBAXY) 46,088 48,043
KAO CORP (KAOOY) 8,159 8,170
KBC GROUP NV UNSPONS ADR 65,628 80,814
KEMPER CORP DEL COM 13,172 17,474
KENNAMETAL INC 2,586 1,917
KERRY GRP PLC SPONS ADR (KRYAY) 41,558 42,293
KEYCORP NEW 22,110 32,446
KEYENCE CORP 17,831 28,041
KITE RLTY GROUP TR 5,796 9,869
KNORR BREMSE AG ADR (KNRRY) 32,020 37,316
KONINKLIJKE KPN NV ADR 14,619 17,254
KOPPERS HOLDINGS INC 2,142 2,526
KYNDRYL HOLDINGS INC 24,645 56,571
L OREAL CO ADR 32,371 31,575
LAKELAND IND INC (LAKE) 5,419 5,647
LANTHEUS HLDGS INC COM 63,702 134,369
LIONS GATE ENTMNT CORP CL B 9,175 9,196
LKQ CORPORATION 11,825 11,356
LONDON STK EXCHANGE GROUP ADR 79,202 130,626
LVMH MOET HENNESSY LOUIS VUITT 75,570 84,363
MAGNERA CORPORATION (MAGN) 31,528 31,016
MAGNERA CORPORATION (MAGN) 1,481 1,690
MARCUS & MILLICHAP INC COM 82,290 89,299
MARKETAXESS HOLDINGS INC (MKTX) 35,952 28,029
MARRIOTT VACATIONS WORLDWIDE 7,929 8,560
MARSH & MCLENNAN COS INC 59,767 103,019
MARTIN MARIETTA MATERIALS 23,921 48,188
MARUBENI CORP ADR 18,725 15,376
MASTERBRAND INC 15,039 28,183
MATSON INC COM 2,483 5,656
MAXIMUS INC 52,082 53,300
MAXIMUS INC 5,474 6,446
MAYVILLE ENGINEERING CO INC 9,473 12,026
MCKESSON CORP 42,041 63,260
MDU RES GROUP INC 22,195 38,220
MERCURY SYSTEMS INC 2,978 4,017
META PLATFORMS INC CL A 40,636 166,285
MICROCHIP TECHNOLOGY INC (MCHP) 62,556 42,668
MICROSOFT CORP 43,692 179,559
MILLERKNOLL INC 3,045 3,592
MITSUBISHI EST ADR 29,853 34,851
MITSUI FUDOSAN CO LTD ADR (MTSFY) 11,244 8,970
MIZUHO FNCL INC SPONS ADR (MFG) 24,690 28,905
MODINE MFG CO 15,625 44,053
MONOLITHIC PWR SYSTEMS INC 2,930 22,730
MONOTARO CO LTD ADR (MONOY) 28,312 45,055
MONSTER BEVERAGE CORP NEW COM 20,714 34,164
MOTOROLA SOLUTIONS INC 12,695 48,996
MRC GLOBAL INC COM 1,970 3,975
MSC INDL DIRECT CO CLASS A 3,527 3,094
MTU AERO ENGINES AG 29,556 45,680
MUENCHENER RUECK-UNSPONS ADR (MURGY) 25,549 24,816
NATIONAL CINEMEDIA INC NEW (NCMI) 24,085 30,371
NATIONAL GRID PLC SPON ADR (NGG) 18,644 16,756
NATWEST GROUP PLC ADR (NWG) 22,047 27,561
NCR ATLEOS CORPORATION 3,661 5,732
NCR VOYIX CORPORATION 6,776 5,896
NESTLE SPON ADR REP REG SHR 70,747 59,243
NETEASE.COM INC ADS 9,241 7,315
NETFLIX INC 25,314 79,733
NIDEC CORP 62,657 44,303
NINTENDO CO LTD ADR NEW 33,922 46,245
NIPPON SANSO HOLDINGS CORP ADR (NPXYY 16,560 15,694
NITORI HLDGS CO LTD ADR 35,818 25,066
NOMAD HLDGS LTD 5,590 6,041
NOMAD HLDGS LTD 26,255 26,781
NOMURA RESH INST LTD ADR 37,289 40,021
NORDEA BANK ABP SPON ADR (NRDBY) 9,459 8,590
NORTHWESTERN ENERGY GROUP INC 2,023 2,081
NORTHWESTERN ENERGY GROUP INC 24,027 26,409
NPK INTERNATIONAL INC (NPKI) 18,898 21,039
NVENT ELECTRIC PLC 24,994 29,854
NVIDIA CORPORATION 5,524 217,953
OLD NATL BANCORP IND 17,661 27,348
OLIN CORPORATION 8,900 10,816
OLLIES BARGAIN OUTLET HLDG INC (OLLI) 34,014 39,283
ONTO INNOVATION INC (ONTO) 35,435 26,667
ORACLE CORP 8,291 29,829
O'REILLY AUTOMOTIVE INC NEW (ORLY) 57,291 59,962
ORION GRP HOLDS INC (ORN) 7,773 8,708
OTIS WORLDWIDE CORP 25,064 48,250
PALO ALTO NETWORKS INC 10,274 55,316
PARKER HANNIFIN CORP (PH) 49,895 57,120
PAR TECHNOLOGY CP DELA 30,464 70,853
PATTERSON -UTI ENERGY INC 10,049 10,193
PAYPAL HLDGS INC COM 73,775 45,236
PAYSAFE LIMITED 9,041 12,893
PENUMBRA INC COM (PEN) 33,287 41,559
PEBBLEBROOK HOTEL TR COM 6,277 6,504
PEPSICO INC NC 38,487 47,595
PERELLA WEINBERG PARTNERS CL A 8,896 16,545
PHINIA INC 11,982 19,172
PORTLAND GENERAL ELEC CO 11,409 11,996
POSTAL REALTY TRUST INC CL A 6,110 6,303
POTBELLY CORP COM 7,213 8,619
POTLATCHDELTIC CORP 24,484 24,571
POWERFLEET INC (AIOT) 9,511 11,768
PRIMO BRANDS CORPORATION CL A 8,234 19,693
PRIMO BRANDS CORPORATION CL A 4,353 9,293
PROGRESSIVE CORP OHIO 10,614 39,775
PTC INC COM (PTC) 33,105 33,280
PUMA SE UNSPONSORED ADR 65,242 52,128
PURE STORAGE INC CLASS A 34,433 39,254
QUALYS INC COM 18,581 29,586
RADIAN GROUP INC 3,766 6,154
RANGE RESOURCES CORP 6,115 13,061
RAYMOND JAMES FINCL INC 3,376 10,811
RAYMOND JAMES FINCL INC 11,777 43,958
RAYONIER INCORPORATED 2,017 1,908
RAYONIER INCORPORATED 27,847 24,795
RB GLOBAL INC 11,210 18,403
RCM TECH INC (RCMT) 5,452 5,363
RECRUIT HOLDINGS CO. LTD. ADR 21,076 43,911
RED VIOLET INC (RDVT) 4,172 7,566
RELX PLC SPONSORED ADR 50,823 86,843
RENESAS ELECTRONICS CORP ADR 7,882 7,963
RESIDEO TECHNOLOGIES INC 9,434 12,562
RESMED INC 10,613 36,590
RGC RESOURCES INC 6,716 6,620
RWE AG SPONSORED ADR 54,023 38,331
RYANAIR HLDGS PLC ADR 12,566 18,177
RYMAN HOSPITALITY PPTYS INC 25,067 49,875
S&P GLOBAL INC COM 15,407 44,274
SAIA INC 21,684 35,483
SALESFORCE INC 44,364 66,197
SAMPO OYJ UNSPON ADR 20,888 18,615
SANTOS LIMITED 51,392 35,644
SAP AG 79,635 168,900
SCHLUMBERGER LTD (SLB) 32,936 30,672
SCIENCE APPLICATIONS INTL 7,405 8,283
SEAPORT ENTERTNMNT GRP INC (SEG) 26,377 26,580
SEMPRA 76,507 113,159
SENSATA TECHNOLOGIES HLDG PLC 13,132 10,302
SHERWIN WILLIAMS COMPANY OHIO 58,839 82,603
SHIN ETSU CHEM CO LTD ADR 25,877 36,394
SHOPIFY INC 4,276 15,418
SIKA AG ADR 26,832 23,955
SILGAN HOLDINGS INC 3,533 4,268
SILICON MOTION TECH CORP ADR 82,345 78,048
SIMMONS 1ST NATL A NEW 2,477 2,684
SINGAPORE TELECOM LTD ADR NEW 41,489 50,121
SMC CORP COMMON 16,874 20,545
SONY GROUP CORPORATION ADR 59,401 62,866
SOUTHWEST GAS HOLDINGS INC 5,977 6,931
SPECTRUM BRANDS HLDGS INC 12,380 14,532
SPIRE INC 13,699 15,737
SPOTIFY TECHNOLOGY SA (SPOT) 7,629 8,203
SPROUTS FARMERS MARKET INC 35,086 30,878
SPROUTS FARMERS MARKET INC 12,037 39,392
SPS COMMERCE INC 33,613 37,350
SSE PLC SPON ADR 45,103 41,401
STARBUCKS CORP WASHINGTON 37,591 35,953
STRAUMANN HLDG AG ADR 7,625 12,178
STRYKER CORP 29,773 43,206
SUNCOR ENERGY INC 10,991 17,804
SUZUKI MTR CORP ADR 32,877 32,301
SYMRISE AG UNSPONS ADR (SYIEY) 16,183 14,057
TAIWAN SMCNDCTR MFG CO LTD ADR 31,388 144,760
TAKE TWO INTERACTIVE SOFTWARE 27,491 36,816
TARGET CORPORATION 30,977 34,201
TDK CP ADR NEW 15,755 27,825
TECHTRONIC IND LTD SPONS ADR (TTNDY) 14,317 14,185
TEGNA INC COM 3,402 3,201
TELEDYNE TECH INC 20,483 31,561
TEMENOS AG SPONSORED ADR (TMSNY) 32,740 31,687
TENCENT HLDGS LTD UNSPON ADR 24,559 24,622
TEREX CP NEW DEL 7,215 7,210
TERUMO CORP ADR UNSPONS ADR 42,612 57,358
TESLA INC 21,407 46,038
TETRA TECHNOLOGIES INC DEL 409 1,872
TFI INTL INC 7,382 20,804
THE COOPER COMPANIES INC 12,354 30,337
THE ENSIGN GROUP INC 7,042 13,110
THOR INDUSTRIES INC 42,960 44,314
TIMKEN CO 7,512 6,654
TOKYO ELECTRON LTD UNSPON ADR 44,397 58,401
TOTALENERGIES SE SPONSORED ADS 103,674 95,212
TRAVEL PLUS LEISURE CO 8,154 17,758
TRAVELERS COMPANIES INC COM 28,818 53,237
TRI POINTE HOMES INC 318 750
TRINET GROUP INC 20,734 28,048
TXNM ENERGY INC 10,211 13,620
U HAUL HOLDING COMPANY SER N 73,737 110,807
U S BANCORP COM NEW 25,825 31,376
UBER TECHNOLOGIES INC 15,391 30,884
UGI CORPORATION NEW COM 32,957 32,267
UGI CORPORATION NEW COM 12,610 14,651
UNICHARM CORP UNSPON ADR 8,489 5,783
UNICREDIT SPA-ADR (UNCRY) 30,787 33,270
UNILEVER PLC (NEW) ADS 35,395 39,974
UNION PACIFIC CORP 35,155 34,890
UNITED BANKSHARES INC W VA 3,617 4,468
UNIVERSAL MUSIC GROUP NV ADR 13,924 16,396
US FOODS HOLDING CORP (USFD) 31,389 36,766
V2X INC 9,445 13,966
VALLEY NATL BANCORP 5,322 5,753
VALVOLINE INC COM 30,045 28,401
VAREX IMAGING CORP (VREX) 7,459 7,791
VAT GROUP AG-ADR (VACNY) 6,389 4,917
VERADIGM INC 2,717 1,882
VERALTO CORP 42,514 61,008
VERINT SYSTEMS INC 8,182 6,698
VIAD CORP NEW (VVI) 12,497 15,431
VISA INC CL A 95,707 188,676
VISTRA CORP 1,724 17,096
VITESSE ENERGY INC 15,932 16,575
VONTIER CORPORATION 23,912 31,328
W W GRAINGER INC 12,985 49,379
WAFD INC 7,146 8,544
WALT DISNEY CO HLDG CO (DIS) 17,769 21,157
WATTS WTR TECH INC A 30,119 33,748
WEATHERFORD INTL INC (WFRD) 33,501 21,202
WEC ENERGY GROUP INC COM 36,416 40,531
WEST PHARMACEUTICAL SVCS INC 22,434 33,084
WHITE MOUNTAIN GRP BERMUDA 9,816 18,311
WHITE MOUNTAIN GRP BERMUDA 51,153 91,418
WILLIAMS CO INC (WMB) 69,929 107,103
WINTRUST FIN CORP 38,488 92,784
WOLVERINE WORLD WIDE (WWW) 12,630 17,627
WORKDAY INC CL A 38,330 41,543
WYNDHAM HOTELS & RESORTS INC 10,234 19,352
XPO INC 46,769 51,411
ZIMVIE INC (ZIMV) 8,628 8,593

TY 2024 InvestmentsOtherSchedule2
Name:
ANTHONY J AND CHRISTIE B DE NICOLA
 
FOUNDATION
EIN:
31-6647684
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACCOLADE PARTNERS GROWTH II, LP FMV 308,627 308,627
ACCOLADE PARTNERS VIII, LP FMV 406,733 406,733
ACCOLADE PARTNERS VIII-D, LP. FMV 896,873 896,873
ALKEON GROWTH FMV 3,225,110 3,225,110
BLACKROCK TCP CAP CORP (TCPC) FMV 513,492 434,124
BNY MELLON ALCENTRA GLB MUL ST AT COST 810,900 715,214
BRIDGE III MF-CO INTNL-A FUNDS FMV 11,359 11,359
BRIDGE MULTIFAMILY IV INT-A FUNDS FMV 648,141 648,141
BRIDGE SENIORS II INTL-A FUNDS FMV 521,574 521,574
CERES CLASSIC L.P CLASS A FMV 312,696 312,696
CK OPPORTUNITIES FUND FMV 2,655,757 2,655,757
FS KKR CAPITAL CORP (FSK) FMV 499,518 528,969
GRAHAM ABSOLUTE RETURN LTD FMV 4,508,241 4,508,241
HALSTATT REAL ESTATE PARTNERS FUND IV FMV 1,423,686 1,423,686
HREP BFR (SPV), L.P FMV 266,641 266,641
MERIDIAN MARKETPLACE INVESTORS II FMV 505,595 505,595
MIDOCEAN PARTNERS VI, LP FMV 350,377 350,377
NH ENERGY CAPITAL FUND NON US WM FDR LP FMV 629,440 629,440
NH TACTICAL VALUE FUND (AIV) LP FMV 58,848 58,848
NH TACTICAL VALUE FUND (BLOCKED AIV) LP FMV 666,012 666,012
NORTH HAVEN TV FEEDER FUND FMV 356,995 356,995
NORTH SHORE AVIATION TRUST SERIES FMV 701,982 701,982
OAK STREET REAL ESTATE V FMV 650,391 650,391
ONTARIO FMV 1,185,658 1,185,658
PE PREMIER CVC SS II OFFSHORE FEEDER LP FMV 946,995 946,995
PHOENIX FUND IX FMV 402,255 402,255
PHOENIX REAL ESTATE FUND X, LP FMV 1,425,965 1,425,965
PIA-SWEETEN CREEK FMV 384,025 384,025
PMF INTEGRO FUND I (CAYMAN) LP FMV 394,995 394,995
SEG PARTNERS OFFSH CLASS I FMV 5,469,327 5,469,327
SPDR BLOOMBERG 1-3 MONTH T-B FMV 63,101 63,087
SPRUCEVIEW : U.S. CO-INVESTMENT FMV 68,419 68,419
SPRUCEVIEW OPPORTUNITY FUND: U.S. GROWTH FMV 2,409,948 2,409,948
SPRUCEVIEW U.S. SELECT FMV 2,033,696 2,033,696
THE PICKLEBALL CLUB LLC AT COST 250,000 250,000
TMG MONUMENT INVESTORS, LLC FMV 329,233 329,233
WCAS CO-INVEST ASSOCIATES FMV 181,100 181,100
WCAS GP NA LLC FMV 379,100 379,100
WCAS XI ASSOCIATES LLC FMV 7,700 7,700
WCAS XII CO-INVESTORS FMV 702,651 702,651
WCAS XII-ASTRO CO-INVESTORS LP FMV 206,649 206,649
WCAS XIII CO-INVESTORS LLC FMV 5,251,300 5,251,300
WCAS XIV CO-INVESTORS FMV 2,687,600 2,687,600
WILDCAT CLO LLC FMV 390,047 390,047

TY 2024 OtherDecreasesSchedule
Name:
ANTHONY J AND CHRISTIE B DE NICOLA
 
FOUNDATION
EIN:
31-6647684
Description Amount
NONDEDUCTIBLE EXPENSES 2,910


TY 2024 OtherExpensesSchedule
Name:
ANTHONY J AND CHRISTIE B DE NICOLA
 
FOUNDATION
EIN:
31-6647684
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER DEDUCTIONS THROUGH INVESTMENT PARTNERSHIPS 249,259 194,386   0
INVESTMENT INTEREST EXPENSE 250,450 250,450   0


TY 2024 OtherIncomeSchedule2
Name:
ANTHONY J AND CHRISTIE B DE NICOLA
 
FOUNDATION
EIN:
31-6647684
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PRIOR YEAR OVERPAYMENT 34,509 34,509 34,509
MS ACCT-1343 OTHER INCOME 237 237 237
MS ACCT-1345 OTHER INCOME 29 29 29
MS ACCT-6217 OTHER INCOME 267 267 267
K-1 INCOME PASSTHRU SPRUCEVIEW U.S. SELECT - TE INCOME 29 0 29
K-1 INCOME PASSTHRU ACCOLADE PARTNERS GROWTH II LP 24 1,257 24
K-1 INCOME PASSTHRU ACCOLADE PARTNERS VIII 629 1,527 629
K-1 INCOME PASSTHRU ACCOLADE PARTNERS VIII-D, L.P. 657 657 657
K-1 INCOME PASSTHRU CERES CLASSIC L.P. 29,690 29,690 29,690
K-1 INCOME PASSTHRU CK OPPORTUNITIES FUND 139,066 139,066 139,066
K-1 INCOME PASSTHRU CROWHEART ENERGY, LLC -540 1,847 -540
K-1 INCOME PASSTHRU HALSTATT FUND IV -168,438 7,129 -168,438
K-1 INCOME PASSTHRU HREP BFR (SPV), L.P. -61,059 -1,336 -61,059
K-1 INCOME PASSTHRU MERIDIAN II 7,468 46 7,468
K-1 INCOME PASSTHRU NORTH HAVEN ENERGY CAPITAL FUND -8 -8 -8
K-1 INCOME PASSTHRU NORTH HAVEN TACTICAL VALUE FUND (AIV) 13,157 13,157 13,157
K-1 INCOME PASSTHRU NH TACTICAL VALUE FUND (BLOCKED AIV) LP 48,458 48,458 48,458
K-1 INCOME PASSTHRU NORTH HAVEN TV FEEDER FUND LP 13,599 13,599 13,599
K-1 INCOME PASSTHRU NORTH SHORE AVIATION TRUST SERIES 8,381 -3 8,381
K-1 INCOME PASSTHRU OAK STREET REAL ESTATE V 9,261 9,261 9,261
K-1 INCOME PASSTHRU ONTARIO MARKETPLACE INVESTORS LLC -13,333 131 -13,333
K-1 INCOME PASSTHRU PROPERTY 9 LLC -44,108 -44,108 -44,108
K-1 INCOME TMG MONUMENT INVESTORS, LLC 49,311 6,037 49,311
K-1 INCOME PASSTHRU SPRUCEVIEW : U.S. GROWTH 11,104 54,575 11,104
K-1 INCOME PASSTHRU SPRUCEVIEW U.S. SELECT -19,738 19,352 -19,738
K-1 INCOME PASSTHRU THE PICKLEBALL CLUB -49,770 -49,770 -49,770
K-1 INCOME PASSTHRU WCAS CO-INVEST . LLC -2,345 45 -2,345
K-1 INCOME PASSTHRU WCAS XII CO-INVESTMENT, LLC 84,958 84,875 84,958
K-1 INCOME PASSTHRU WCAS XII-ASTRO CO-INVESTORS LP 111 111 111
K-1 INCOME PASSTHRU WCAS XIII CO-INVESTORS LLC 28,445 116,751 28,445
K-1 INCOME PASSTHRU WCAS XIV CO-INVESTORS I LLC -20,218 69 -20,218
K-1 INCOME PASSTHRU WILDCAT CLO LLC 127,797 127,797 127,797
OFFSHORE INCOME PASSTHRU PE PREMIER CVC SSII OFFSHR 51,547 51,547 51,547
OFFSHORE INCOME PASSTHRU PHOENIX FUND IX, IN DE 65,159 65,159 65,159
K-1 INCOME PASSTHRU WCAS XI ASSOCIATES, LLC 6 6 6
K-1 INCOME PASSTHRU MIDOCEAN PARTNERS VI 318 318 318


TY 2024 OtherIncreasesSchedule
Name:
ANTHONY J AND CHRISTIE B DE NICOLA
 
FOUNDATION
EIN:
31-6647684
Description Amount
BROKER/BASIS ADJUSTMENT 8,943
NONDIVIDEND DISTRIBUTION 181,371
UNREALIZED GAIN/LOSS 1,817,549
WASH SALES ADJUSTMENT 4,815


TY 2024 OtherProfessionalFeesSchedule
Name:
ANTHONY J AND CHRISTIE B DE NICOLA
 
FOUNDATION
EIN:
31-6647684
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PHILANTHROPIC CONSULTING FEE 140,000 70,000   70,000


TY 2024 SubstantialContributorsSch
Name:
ANTHONY J AND CHRISTIE B DE NICOLA
 
FOUNDATION
EIN:
31-6647684
Name Address
ANTHONY J DENICOLA 732 N MANASOTA KEY ROAD
ENGLEWOOD,FL34223


TY 2024 TaxesSchedule
Name:
ANTHONY J AND CHRISTIE B DE NICOLA
 
FOUNDATION
EIN:
31-6647684
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 20,790 20,790   0
FEDERAL EXCISE TAX 34,509 0   0
FEDERAL ESTIMATED TAX 9,000 0   0