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
ANGELO DONGHIA FOUNDATION INC
C/O LEVY SONET & SIEGEL LLP
Number and street (or P.O. box number if mail is not delivered to street address)630 THIRD AVENUE 23 FL
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10017
A Employer identification number

13-3523056
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$22,694,250
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 9,346 9,346  
4 Dividends and interest from securities... 587,586 587,586  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 826,485
b Gross sales price for all assets on line 6a 2,849,562
7 Capital gain net income (from Part IV, line 2)... 826,485
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)....... 433 433  
12 Total. Add lines 1 through 11........ 1,423,850 1,423,850  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 150,000 85,714   64,286
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 27,400 27,400   0
c Other professional fees (attach schedule).... 162,655 162,655   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,352 3,352   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 39,780 2,634   37,146
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 383,187 281,755   101,432
25 Contributions, gifts, grants paid....... 862,333 862,333
26 Total expenses and disbursements. Add lines 24 and 25 1,245,520 281,755   963,765
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 178,330
b Net investment income (if negative, enter -0-) 1,142,095
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............. 4,278 902 902
2 Savings and temporary cash investments......... 1,353,415 1,257,719 1,257,719
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) 988,915 Click to see attachment
List of Attached Documents:
// Content
990,939
941,604
b Investments—corporate stock (attach schedule)....... 6,084,466 Click to see attachment
List of Attached Documents:
// Content
6,202,391
12,865,555
c Investments—corporate bonds (attach schedule)....... 1,817,915 Click to see attachment
List of Attached Documents:
// Content
1,874,496
1,825,852
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,359,114 Click to see attachment
List of Attached Documents:
// Content
5,459,986
5,802,618
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) 15,608,103 15,786,433 22,694,250
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 15,608,103 15,786,433
29 Total net assets or fund balances (see instructions)..... 15,608,103 15,786,433
30 Total liabilities and net assets/fund balances (see instructions). 15,608,103 15,786,433
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
15,608,103
2
Enter amount from Part I, line 27a .....................
2
178,330
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,786,433
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,786,433
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 WELLS FARGO SALES P    
b CLASS ACTION LITIGATION PROCEEDS P    
c ABBEY CAPITAL MULTI-MANAGER P    
d ABBEY CAPITAL MULTI-MANAGER P    
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,835,895   2,023,077 812,818
b 379     379
c 6,644     6,644
d 6,644     6,644
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       812,818
b       379
c       6,644
d       6,644
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 2 826,485
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 15,875
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 15,875
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 15,875
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 17,727
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,727
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 1,852
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,852 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
 
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 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. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowSTEVEN G SONET Telephone no.right arrow (212) 661-1212

Located atright arrow630 THIRD AVENEW YORKNY ZIP+4right arrow10017
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
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 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
STEVEN G SONET ESQ PRESIDENT & TRUSTEE
5.00
60,000 0 0
C/O LEVY SONET SIEGEL LLP 630 THIRD
AVENUE 23RD FLOOR
NEW YORK,NY10017
JAMES T NERANGIS ESQ SECRETARY & TRUSTEE
5.00
50,000 0 0
C/O LEVY SONET SIEGEL LLP 630 THIRD
AVENUE 23RD FLOOR
NEW YORK,NY10017
ALAN M SIEGEL TREASURER & TRUSTEE
3.00
40,000 0 0
C/O LEVY SONET SIEGEL LLP 630 THIRD
AVENUE 23RD FLOOR
NEW YORK,NY10017
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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 SENIOR INTERIOR DESIGN (ID) STUDENT SCHOLARSHIP AWARDS PROGRAM CONDUCTED IN ACCORDANCE WITH APPROVED (BY 4/26/01 DETERMINATION LETTER) GRANT PROCEDURES. FOUNDATION CONDUCTED ITS ANNUAL SCHOLARSHIP COMPETITION WHICH WAS OPEN TO QUALIFIED STUDENTS IN ATTENDANCE IN OVER 50 NATIONALLY ACCREDITED ID SCHOOLS; 26 OF THE ID SCHOOLS CHOSE TO PARTICIPATE AND EACH ID SCHOOL SELECTED 1 OR 2 OF ITS ID STUDENTS ABOUT TO ENTER THEIR FINAL YEAR; THE ID SCHOOLS SELECTED 45 STUDENTS WHO SUBMITTED DESIGN PORTFOLIOS PREPARED IN ACCORDANCE WITH FOUNDATION-REQUIRED SPECIFICATIONS. 16 JUDGES (ID PRACTITIONERS OR PRESS) REVIEWED AND JURIED THE SUBMITTED STUDENT PORTFOLIOS, EACH WITHOUT IDENTIFICATION OF ORIGIN (EITHER STUDENT NAME OR ID SCHOOL). JUDGES CHOSE 12 AS WORTHY OF BEING AWARDED A FOUNDATION SCHOLARSHIP (FOR STUDENT'S SENIOR YEAR UP TO A MAXIMUM OF $30,000); TOTAL AWARDED $360,000. EXPENSES DIRECTLY INCURRED IN CONNECTION WITH THE SCHOLARSHIP AWARDS PROGRAM: $37,146. 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
20,435,877
b
Average of monthly cash balances.......................
1b
1,707,186
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
22,143,063
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
22,143,063
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
332,146
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,810,917
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,090,546
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
1,090,546
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
15,875
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,875
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,074,671
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,074,671
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
1,074,671
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
963,765
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
963,765
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 1,074,671
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 839,313
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 963,765
a Applied to 2023, but not more than line 2a 839,313
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..... 124,452
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 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 ..........
950,219
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 ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
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).)
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 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 (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

ALPHA WORKSHOPS

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

MARYVILLE UNIVERSITY

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

NEW YORK-WEILL CORNELL MEDICAL CENTER

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

OTIS COLLEGE OF ART & DESIGN

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

THE CENTER FOR HEALTH DESIGN

1850 GATEWAY BOULEVARD SUITE 1083
CONCORD,CA94520
    GRANT TO SUPPORT RESEARCH RELATED TO DESIGN OF HEALTHCARE INTERIOR ENVIRONMENTS 52,333

WOODBURY UNIVERSITY

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

DIFFA - DESIGN INDUSTRIES FOUNDATION FIGHTING AIDS

16 WEST 32ND ST SUITE 402
NEW YORK,NY10001
    GRANT TO SUPPORT DBD STUDENT DESIGN INITIATIVE 50,000

ASU FOUNDATION (ARIZONA STATE UNIVERSITY)

PO BOX 872102
TEMPE,AZ85287
    SENIOR STUDENT SCHOLARSHIP AWARD 30,000

CALIFORNIA COLLEGE OF THE ARTS

1111 8TH STREET
SAN FRANCISCO,CA94107
    SENIOR STUDENT SCHOLARSHIP AWARD 30,000

RHODE ISLAND SCHOOL OF DESIGN

20 WASHINGTON PLACE
PROVIDENCE,RI02903
    SENIOR STUDENT SCHOLARSHIP AWARD 30,000

UNIVERSITY OF ARKANSAS FAY JONES SCHOOL OF ARCHITECTURE & DESIGN

111 VOL WALKER HALL
FAYETTEVILLE,AR72701
    SENIOR STUDENT SCHOLARSHIP AWARDS 60,000

SCHOOL OF VISUAL ARTS

133 W 21ST ST 11TH FLOOR
NEW YORK,NY10011
    SENIOR STUDENT SCHOLARSHIP AWARD 30,000

ARTCENTER COLLEGE OF DESIGN

1700 LIDA ST
PASADENA,CA91103
    SENIOR STUDENT SCHOLARSHIP AWARDS 60,000

NEW YORK SCHOOL OF INTERIOR DESIGN

170 EAST 70TH STREET
NEW YORK,NY10021
    GRANT TO SUPPORT DIALOGUES ON DESIGN PROGRAM 25,000

SAVANNAH COLLEGE OF ART & DESIGN

1600 PEACHTREE ST NW
ATLANTA,GA30309
    SENIOR STUDENT SCHOLARSHIP AWARDS 60,000

COLLEGE FOR CREATIVE STUDIES

460 W BALTIMORE AVE 9 FL
DETROIT,MI48202
    SENIOR STUDENT SCHOLARSHIP AWARD 30,000

MIAMI UNIVERSITY OHIO

101 350 E SPRING ST
OXFORD,OH45056
    SENIOR STUDENT SCHOLARSHIP AWARD 30,000

THE NEW SCHOOL

66 WEST 12TH STREET
NEW YORK,NY10011
    GRANT TO SUPPORT HEALTHY MATERIALS LAB AND LIBRARY 100,000
Total .................................right arrow 3a 862,333
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 ...........
    14 9,346  
4 Dividends and interest from securities ....     14 587,586  
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 .....     14 433  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 826,485  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,423,850 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,423,850
(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

TY 2024 AccountingFeesSchedule
Name:
ANGELO DONGHIA FOUNDATION INC
 
C/O LEVY SONET & SIEGEL LLP
EIN:
13-3523056
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SACKS, PRESS & LACHER, P.C. 27,400 27,400   0

TY 2024 InvestmentsCorpBondsSchedule
Name:
ANGELO DONGHIA FOUNDATION INC
 
C/O LEVY SONET & SIEGEL LLP
EIN:
13-3523056
Name of Bond End of Year Book Value End of Year Fair Market Value
$150,000 INTERNATIONAL BUSINESS MACHINES 6.5% DEB DUE 01/15/28 DD 01/09/98 153,743 157,382
$105,000 MERCK & CO INC DEB 5.95% DUE 12/01/2028 DD 11/30/98 96,725 109,622
$100,000 MERCK & CO 6.3% DEB DUE 01/01/2026 DD 01/01/96 97,105 101,784
$95,000 VERIZON GLOBAL FDG 5.85% NOTE DUE 9/15/35 93,978 97,657
$40,000 - GOLDMAN SACHS GROUP INC DTD 5/22/15 3.750 5/22/25 41,906 39,853
$40,000 - ANTHEM INC DTD 11/21/17 3.650 12/01/2027 41,198 38,913
$20,000 - JPMORGAN CHASE & CO DTD 07/21/16 2.950 10/01/2026 20,535 19,486
$30,000 - ABBVIE INC DTD 05/14/15 3.600 05/14/2025 33,398 29,876
$6,000 - ALUMINUM CO AMER DTD 01/27/98 6.750 01/15/2028 6,929 6,273
$6,000 - ASBURY AUTOMOTIVE GROUP DTD 09/01/20 4.750 03/01/2030 6,450 5,611
$6,000 - BALL CORP DTD 03/09/18 4.875 03/15/2026 5,955 5,974
$20,000 BANK OF AMERICA CORP MED TERM NOTE DTD 10/21/16 3.248 10/21/2027 21,462 19,275
$6,000 - BOYD GAMING CORP DTD 06/01/20 4.750 12/01/2027 5,910 5,801
$30,000 - CAPITAL ONE FINANCIAL CO DTD 03/09/17 3.750 03/09/2027 31,950 29,290
$6,000 - CENTURY COMMUNITIES DTD 12/01/19 6.750 06/01/2027 6,418 6,003
$7,000 - CHEMOURS CO DTD 05/23/17 5.375 05/15/2027 6,890 6,738
$35,000 COMCAST CORP DTD 10/05/18 4.150 10/15/2028 42,554 34,133
$6,000 - CREDIT ACCEPTANCE CORPORATION DTD 03/15/20 6.625 03/15/2026 6,389 6,000
$4,000 - DCP MIDSTREAM OPERATING DTD 07/17/18 5.375 07/15/2025 4,170 4,005
$6,000 - DELTA AIR LINES INC DTD 06/12/20 7.375 01/15/2026 6,565 6,129
$8,000 - ENCOMPASS HEALTH CORP DTD 09/18/19 4.750 02/01/2030 8,155 7,584
$6,000 - ENCOMPASS HEALTH CORP DTD 09/18/19 4.500 02/01/2028 6,251 5,790
$30,000 - EQUINIX INC DTD 10/07/20 1.550 03/15/2028 30,156 27,022
$5,000 - FORD MOTOR COMPANY DTD 04/22/20 9.625 04/22/2030 6,338 5,770
$6,000 - GRIFFON CORPORATION DTD 02/19/20 5.750 03/01/2028 6,379 5,883
$6,000 - H.B. FULLER CO DTD 10/20/20 4.250 10/15/2028 5,844 5,643
$6,000 - HCA INC DTD 01/16/15 5.375 02/01/2025 6,675 6,001
$6,000 - HILTON DOMESTIC OPERATIN DTD 06/20/19 4.875 01/15/2030 6,241 5,755
$6,000 - L BRANDS INC DTD 06/16/16 6.750 07/01/2036 5,887 6,097
$6,000 - PENSKE AUTOMOTIVE GROUP DTD 08/20/20 3.500 09/01/2025 6,065 5,924
$6,000 - PG&E CORP DTD 06/23/20 5.250 07/01/2030 6,127 5,873
$15,000 - PNC FINANCIAL SERVICES DTD 01/22/20 2.550 01/22/2030 16,395 13,321
$8,000 - QVC INC DTD 08/21/14 5.450 08/15/2034 7,285 4,932
$6,000 - RYMAN HOSPITALITY PROP DTD 04/15/20 4.750 10/15/2027 6,128 5,804
$6,000 - SPIRIT AEROSYSTEMS INC DTD 06/01/16 3.850 06/15/2026 5,611 5,856
$6,000 - TELEFLEX INC DTD 11/20/17 4.625 11/15/2027 6,390 5,814
$6,000 - TRANSDIGM INC DTD 05/15/20 5.500 11/15/2027 6,266 5,896
$40,000 - WALT DISNEY COMPANY/THE DTD 09/06/19 2.000 09/01/2029 38,688 35,569
$6,000 - AECOM DTD 02/21/17 5.125 03/15/2027 6,700 5,942
$6,000 - CARPENTER TECHNOLOGY DTD 07/24/20 6.375 07/15/2028 6,608 6,001
$7,000 - CCO HLDGS LLC/CAP CORP DTD 05/10/21 4.500 05/01/2032 6,580 6,021
$6,000 - CLEVELAND-CLIFFS INC DTD 12/01/19 5.875 06/01/2027 6,255 5,966
$6,000 - CROWN CORK & SEAL CO INC DTD 12/17/96 7.375 12/15/2026 7,216 6,156
$35,000 - CVS HEALTH CORP DTD 08/21/20 1.300 08/21/2027 35,248 31,713
$8,000 FLUOR CORP DTD 08/29/18 4.250 09/15/2028 8,048 7,610
$8,000- HILLENBRAND INC DTD 03/03/21 3.750 03/01/2031 7,795 6,993
$6,000 - LAMAR MEDIA GROUP - DTD 09/15/20 4.875 01/15/2029 6,300 5,764
$6,000 - MGM RESORTS INTL DTD 04/10/19 5.500 04/15/2027 6,535 5,963
$20,000 - MORGAN STANLEY DTD 01/20/17 3.625 01/20/2027 22,849 19,635
$6,000 - OLIN CORP DTD 07/16/19 5.625 08/01/2029 6,657 5,834
$6,000 - PATTERSON-UTI ENERGY INC DTD 08/01/18 3.950 02/01/2028 5,965 5,739
$6,000 - RANGE RESOURCES CORP DTD 11/15/15 4.875 05/15/2025 6,326 5,980
$7,000 - ROYAL CARIBBEAN CRUISES DTD 11/28/17 3.700 03/15/2028 6,415 6,637
$6,000 - SBA COMMUNICATIONS CORP DTD 08/15/20 3.875 02/15/2027 6,274 5,744
$7,000 - SEAGATE HDD CAYMAN DTD 12/02/14 5.750 12/01/2034 7,182 6,716
$6,000 - SERVICE CORP INTL DTD 05/21/19 5.125 06/01/2029 6,528 5,805
$6,000 - SM ENERGY CO DTD 08/20/18 6.625 01/15/2027 6,185 5,993
$6,000 - SOUTHWESTERN ENERGY CO DTD 08/01/21 5.375 02/01/2029 6,330 5,910
$40,000 - WESTPAC BANKING CORP DTD 01/25/18 3.400 01/25/2028 45,792 38,508
$6,000 - YUM BRANDS INC DTD 04/01/21 4.625 01/31/2032 6,075 5,544
$20,000 - BRISTOL-MYERS SQUIBB CO DTD 11/13/20 1.125 11/13/2027 19,100 18,213
$20,000 - BUNGE LTD FINANCE CORP DTD 08/17/20 1.630 08/17/2025 19,731 19,620
$9,000 - CHARTER COMM OPT LLC/CAP DTD 11/01/17 5.375 05/01/2047 7,054 7,387
$6,000 CROWN AMER/CAP CORP V DTD 03/31/17 4.250 09/30/2026 5,520 5,852
$30,000 - DIGITAL REALTY TRUST LP DTD 08/07/17 3.700 08/15/2027 32,571 29,162
$20,000 - FEDEX CORP DTD 04/29/21 2.400 05/15/2031 19,538 17,063
$6,000 - FIRSTENERGY CORP DTD 06/21/17 3.900 07/15/2027 6,000 5,843
$6,000 - FORD MOTOR COMPANY DTD 12/08/16 4.346 12/08/2026 5,763 5,906
$2,000 - HEXCEL CORP DTD 02/16/17 4.200 02/15/2027 1,865 1,955
$7,000 - LAMAR MEDIA CORP DTD 07/15/20 3.750 02/15/2028 6,311 6,565
$4,000 - MACYS RETAIL HLDGS INC DTD 11/18/14 4.500 12/15/2034 2,940 3,329
$6,000 - NRG ENERGY INC DTD 07/15/18 5.750 01/15/2028 5,748 5,979
$7,000 - SBA COMMUNICATIONS CORP DTD 08/01/21 3.125 02/01/2029 6,370 6,318
$6,000 - SPRINT CORP DTD 02/22/18 7.625 03/01/2026 7,095 6,133
$20,000 - UNION PACIFIC CORP - DTD 05/20/21 2.375 05/20/2031 19,854 17,266
$8,000 - UNITED RENTALS NORTH AM DTD 02/25/20 4.000 07/15/2030 7,979 7,283
$6,000 - UNITED RENTALS NORTH AM DTD 05/10/19 5.250 01/15/2030 5,550 5,830
$6,000 - YUM! BRANDS INC DTD 04/01/22 5.375 04/01/2032 5,630 5,811
$6,000 - ADVANCE AUTO PARTS DTD 03/09/23 5.950 03/09/2028 5,665 6,054
$7,000 - ALCOA INC DTD 01/25/07 5.900 02/01/2027 7,141 7,147
$30,000 - AMAZON.COM INC DTD 04/13/22 3.600 04/13/2032 27,978 27,769
$25,000 - APPLE INC DTD 05/10/23 4.300 05/10/2033 24,078 24,393
$6,000 - BALL CORP DTD 05/11/23 6.000 06/15/2029 6,045 6,044
$6,000 - BALL CORP DTD 11/25/22 6.875 03/15/2028 6,098 6,137
$6,000 - CARPENTER TECHNOLOGY DTD 03/16/22 7.625 03/15/2030 5,981 6,145
$7,000 - CON-WAY INC DTD 04/30/04 6.700 05/01/2034 6,976 7,291
$7,000 - CROWDSTRIKE HOLDINGS INC DTD 01/20/21 3.000 02/15/2029 6,473 6,363
$6,000 - CROWN AMERICAS LLC DTD 10/01/22 5.250 04/01/2030 5,715 5,839
$10,000 - DOLLAR GENERAL CORP DTD 06/07/23 5.450 07/05/2033 9,816 9,820
$6,000 ENLINK MIDSTREAM PARTNER DTD 07/14/16 4.850 07/15/2026 5,850 5,987
$6,000 - GENERAL MOTORS FINL CO DTD 04/06/23 5.400 04/06/2026 6,010 6,034
$14,000 - HILTON WORLDWIDE FIN LLC DTD 03/16/17 4.875 04/01/2027 13,755 13,809
$25,000 - INTEL CORP DTD 08/05/22 4.150 08/05/2032 23,722 22,756
$6,000 - L BRANDS INC DTD 01/23/18 5.250 02/01/2028 5,770 5,907
$15.000 - O'REILLY AUTOMOTIVE INC DTD 06/15/22 4.700 06/15/2032 14,087 14,491
$7,000 - OLIN CORP DTD 01/19/18 5.000 02/01/2030 6,506 6,572
$6,000 - ONEMAIN FINANCE CORP DTD 06/22/23 9.000 01/15/2029 5,997 6,362
$6,000 - PACIFIC GAS & ELECTRIC DTD 06/08/22 5.450 06/15/2027 5,988 6,069
$4,000 - PBF HOLDING CO LLC DTD 08/15/20 6.000 02/15/2028 3,765 3,836
$6,000 - PILGRIM'S PRIDE CORP DTD 04/19/23 6.250 07/01/2033 5,852 6,113
$6,000 - SEAGATE HDD CAYMAN DTD 05/14/15 4.875 06/01/2027 5,805 5,911
$7,000 - SHEA HOMES LP/FNDG CP DTD 02/20/20 4.750 02/15/2028 6,473 6,706
$6,000 - SPRINT CAP CORP DTD 11/16/98 6.875 11/15/2028 6,392 6,369
$6,000 - TENET HEALTHCARE CORP DTD 06/15/22 6.125 06/15/2030 5,610 5,953
$6,000 TENET HEALTHCARE CORP DTD 09/16/20 6.125 10/01/2028 5,575 5,989
$6,000 - USA COM PART/USA COM FIN DTD 09/01/19 6.875 09/01/2027 5,873 6,020
$11,000 - VERIZON COMMUNICATIONS DTD 03/22/21 2.550 03/21/2031 9,221 9,473
$6,000 - WESTERN DIGITAL CORP DTD 02/13/18 4.750 02/15/2026 5,750 5,942
$7,000 - ADVANCE AUTO PARTS DTD 03/09/23 5.900 03/09/2026 7,000 7,049
$7,000 - AMERICAN AXLE & MFG INC DTD 10/01/17 6.500 04/01/2027 7,022 6,923
$7,000 - ASBURY AUTOMOTIVE GROUP DTD 09/01/20 4.500 03/01/2028 6,637 6,709
$15,000 - AT&T INC DTD 08/15/18 4.300 02/15/2030 14,279 14,527
$15,000 - BLACKROCK INC DTD 05/25/23 4.750 05/25/2033 14,661 14,688
$7,000 - BOEING DTD 05/04/20 5.150 05/01/2030 6,967 6,902
$7,000 - CELANESE US HOLDINGS LLC DTD 08/24/23 6.950 11/15/2033 7,400 7,264
$7,000 - COMMERCIAL METALS CO DTD 01/28/22 4.375 03/15/2032 6,389 6,269
$7,000 - COMMERCIAL METALS CO DTD 02/02/21 3.875 02/15/2031 6,672 6,185
$25,000 - DUKE ENERGY CAROLINAS DTD 01/05/24 4.850 01/15/2034 24,669 24,231
$7,000 - ENACT HOLDINGS INC 05/28/24 6.250 05/28/2029 7,225 7,133
$7,000 - FIRSTENERGY CORP DTD 02/20/20 2.050 03/01/2025 6,754 6,954
$7,000 - FRONTIER FLORIDA LLC DTD 02/01/98 6.860 02/01/2028 7,070 7,157
$15,000 - MARRIOTT INTERNATIONAL DTD 02/22/24 5.300 05/15/2034 14,707 14,883
$15,000 - META PLATFORMS INC DTD 05/03/23 4.600 05/15/2028 14,948 15,019
$7,000 - MGM RESORTS INTL DTD 04/09/24 6.500 04/15/2032 7,121 6,975
$7,000 - MURPHY OIL USA INC DTD 09/13/19 4.750 09/15/2029 6,625 6,642
$7,000 - PENSKE AUTOMOTIVE GROUP DTD 06/15/21 3.750 06/15/2029 6,480 6,362
$7,000 - PILGRIM'S PRIDE CORP DTD 10/15/22 4.250 04/105/2031 6,528 6,442
$7,000 - RADIAN GROUP INC DTD 03/04/24 6.20 05/15/2029 7,029 7,184
$6,000 - REGAL REXNORD CORP DTD 02/15/24 6.050 02/15/2026 6,029 6,054
$6,000 - SIX FLAG/CAN/MAGNUM/MIL DTD 06/22/18 5.375 04/15/2027 6,000 5,936
$7,000 - SM ENERGY CO DTD 09/12/16 6.750 09/15/2026 7,012 6,993
$7,000 - TRI POINTE HOMES INC DTD 06/10/20 5.700 06/15/2028 7,057 6,955
$25,000 - KINDER MORGAN DTD 02/01/24 5.400 02/01/2034 24,444 24,619
$7,000 - M/I HOMES INC DTD 01/22/20 4.950 02/01/2028 6,911 6,762
$25,000 - VIRGINIA ELEC & POWER CO DTD 01/08/24 5.000 01/15/2034 25,051 24,315
$6,000 - VITAL ENERGY INC DTD 09/25/23 9.750 10/15/2030 6,555 6,326
$8,000 - WARNERMEDIA HOLDINGS INC DTD 03/15/23 4.279 03/15/2032 7,200 7,050
$6,000 - WYNDHAM WORLDWIDE CORP DTD 09/15/15 6.600 10/01/2025 6,494 6,015

TY 2024 InvestmentsCorpStockSchedule
Name:
ANGELO DONGHIA FOUNDATION INC
 
C/O LEVY SONET & SIEGEL LLP
EIN:
13-3523056
Name of Stock End of Year Book Value End of Year Fair Market Value
432 SHARES - GENERAL MOTORS CO GM 50,708 23,013
3,100 SHARES - APPLE INC. 117,414 776,302
1,800 SHARES - MICROSOFT CORP 188,110 758,700
549 SHARES - CARMAX INC COM 29,188 44,886
293 SHARES - LENNAR CORPORATION CLASS A COMMON 13,994 39,956
87 SHARES - O'REILLY AUTOMOTIVE INC 17,570 103,165
102 SHARES - ROSS STORES INC 10,385 15,430
311 SHARES - TARGET CORP 27,242 42,041
794 SHARES - BROWN & BROWN INC 26,898 81,004
460 SHARES - CBRE GROUP INC 21,477 60,393
1,454 SHARES - CITIGROUP INC. 80,559 102,347
36 SHARES - MOODYS CORP 4,261 17,041
84 SHARES - MSCI INC 31,901 50,401
109 SHARES - PROGRESSIVE CORP OHIO 3,397 26,117
153 SHARES - ELI LILLY & CO COM 28,529 203,036
730 SHARES - MERCK & CO INC NEW 48,394 72,620
98 SHARES - THERMO FISHER SCIENTIFIC INC 21,010 50,983
372 SHARES - UNITEDHEALTH GROUP INC 113,539 188,180
413 SHARES - BOEING CO 74,347 73,101
2,011 SHARES - COPART INC COM 20,055 115,411
371 SHARES - FASTENAL CO 8,159 26,679
113 SHARES - ROPER TECHNOLOGIES INC. 30,563 58,743
136 SHARES - TRANSDIGM GROUP INC 44,076 172,350
265 SHARES - UNION PACIFIC CORP 35,554 60,431
520 SHARES - UNITED PARCEL SERVICE-CL B 60,734 65,572
61 SHARES - VERISK ANALYTICS INC 4,369 16,801
3,102 SHARES - ALPHABET INC CL C 153,618 590,745
96 SHARES - AUTODESK INC 5,351 28,375
1,249 SHARES - CISCO SYSTEMS INC 43,231 73,941
86 SHARES - FACTSET RESH SYS INC COM 13,688 41,304
458 SHARES - MICROCHIP TECHNOLOGY INC COM 13,221 26,266
37 SHARES - VERISIGN INC COM 3,026 7,658
539 SHARES - CELANESE CORP 48,059 37,304
217 SHARES - ECOLAB INC 38,245 50,847
113 SHARES - MARTIN MARIETTA MATLS INC COM 37,615 58,364
497 SHARES - ARCH CAPITAL GROUP LTD 19,541 45,898
256 SHARES - EATON CORP PLC 30,106 84,959
2,475 SHARES - MANULIFE FINANCIAL CORP 32,629 76,007
2,760 SHARES - SUNCOR ENERGY INC NEW F 73,081 98,477
88 SHARES - POOL CORPORATION COM 14,373 30,003
844 SHARES - ARTISAN PARTNERS ASSET MANAGEM 20,521 36,334
346 SHARES - PRIMERICA INC 20,836 93,911
211 SHARES - RLI CORP COM 14,983 34,779
99 SHARES - S&P GLOBAL INC 18,646 49,305
240 SHARES - DONALDSON CO INC 8,822 16,164
596 SHARES - GRACO INC 14,267 50,236
871 SHARES - TORO CO 61,249 69,767
119 SHARES - ASPEN TECHNOLOGY INC 13,467 29,706
558 SHARES - COGNIZANT TECH SOLUTIONS CRP COM 29,266 42,910
112 SHARES - HENRY JACK & ASSOC INC COM 9,455 19,634
169 SHARES - RBC BEARINGS INC 17,198 50,555
358 SHARES - TE CONNECTIVITY LTD 35,605 51,183
760 SHARES - HILTON WORLDWIDE HOLDINGS INC 101,731 187,841
630 SHARES - JPMORGAN CHASE & CO 46,488 151,017
116 SHARES - GARTNER INC 26,629 56,199
166 SHARES - MANHATTAN ASSOCIATES INC COM 7,709 44,860
338 SHARES - VULCAN MATERIALS COMPANY 46,498 86,944
2,709 SHARES - RIGHTMOVE PLC 30,511 43,723
2,349 SHARES - AMAZON COM INC COM 315,211 515,347
11 SHARES - BOOKING HOLDINGS INC 20,036 54,653
145 SHARES - HYATT HOTELS CORP 10,387 22,762
96 SHARES - NETFLIX INC 28,740 85,567
835 SHARES - TRACTOR SUPPLY CO COM 13,549 44,305
115 SHARES - ULTA BEAUTY, INC 31,739 50,017
104 SHARES - VAIL RESORTS INC COM 23,502 19,495
191 SHARES - CONSTELLATION BRANDS INC 38,799 42,211
728 SHARES - MONDELEZ INTERNATIONAL INC 30,859 43,483
322 SHARES - INTERCONTINENTAL EXCHANGE, INC 24,763 47,981
818 SHARES - KKR & CO. INC. 20,632 120,990
839 SHARES - MOELIS & CO 24,137 61,985
458 SHARES - MORGAN STANLEY COM 22,632 57,580
255 SHARES - ALIGN TECHNOLOGY INC 64,981 53,170
851 SHARES - BOSTON SCIENTIFIC CORP COM 29,912 76,011
192 SHARES - DANAHER CORP 19,719 44,074
723 SHARES - DEXCOM INC 37,797 56,228
39 SHARES - IDEXX CORP 8,856 16,124
134 SHARES - VERTEX PHARMACEUTICALS INC COM 23,926 53,962
590 SHARES - HEICO CORP CL A 64,851 109,787
40 SHARES - ANSYS INC 7,638 13,493
1,011 SHARES - ARISTA NETWORKS INC 13,946 111,746
1,709 SHARES - BROADCOM INC 43,511 396,215
3,621 SHARES - NVIDIA CORP COM 78,022 486,264
380 SHARES - PALO ALTO NETWORKS INC 10,596 69,145
230 SHARES - SALESFORCE COM INC COM 31,834 76,896
688 SHARES - VISA INC-CLASS A SHRS 109,856 217,435
105 SHARES - ACCENTURE PLC 17,213 36,938
59 SHARES - WIX.COM LTD 4,864 12,658
105 SHARES - DOMINOS PIZZA INC COM 31,646 44,075
1,706 SHARES - FIRST HAWAIIAN INC 38,324 44,271
567 SHARES - SIMPSON MFG INC COM 43,917 94,026
905 SHARES - ACUSHNET HOLDINGS CORP 23,972 64,327
1,382 SHARES - CHIPOTLE MEXICAN GRILL INC CL A 36,080 83,335
399 SHARES - ABBVIE INC 44,822 70,902
166 SHARES - EMCOR GROUP INC COM 10,322 75,347
466 SHARES - LIVE NATION ENTERTAINMENT INC 27,343 60,347
308 SHARES - WASTE MANAGEMENT INC 38,386 62,151
310 SHARES - WATTS WATER TECHNOLOGIES INC 35,929 63,023
1,558 SHARES - COSTAR GROUP, INC 122,688 111,537
577 SHARES - TRIMBLE INC 27,827 40,771
84 SHARES - TYLER TECHNOLOGIES INC 30,185 48,438
1,637 SHARES - BROOKFIELD INFRASTRUCTURE CORP NEW 53,245 65,496
706 SHARES - BROOKFIELD RENEWABLE CORP NEW 27,276 19,528
332 SHARES - GARMIN LTD 30,142 68,478
82 SHARES - SERVICENOW INC 26,111 86,930
433 SHARES - FTI CONSULTING INC COM 44,547 82,759
257 SHARES - LCI INDUSTRIES 33,797 26,571
207 SHARES - ARES MANAGEMENT CORPORATION 20,174 36,645
549 SHARES - BLACKSTONE INC 31,236 94,659
1,293 SHARES - CLEARWATER ANALYTICS HLDGS INC 24,419 35,583
732 SHARES - CORVEL CORP 40,750 81,442
716 SHARES - META PLATFORMS INC 155,029 419,225
657 SHARES - OKTA INC 89,324 51,772
745 SHARES - PERIMETER SOLUTIONS SA 8,791 9,521
1,593 SHARES - TOTALENERGIES SE 86,128 86,819
1,007 SHARES - UNILEVER PLC - ADR SPONSORED ADR 53,719 57,097
178 SHARES - HOME DEPOT INC 56,462 69,240
279 SHARES - BANCFIRST CORP 23,050 32,693
2,368 SHARES - REGIONS FINL CORP NEW COM 46,320 55,695
144 SHARES - INTUITIVE SURGICAL INC 34,596 75,162
593 SHARES - FORTUNE BRANDS INNOVATIONS INC 29,523 40,520
356 SHARES - LANDSTAR SYS INC COM 61,745 61,182
444 SHARES - XPO INC 15,251 58,231
2,147 SHARES - BROOKFIELD CORP 43,404 123,345
148 SHARES - LIBERTY MEDIA CORP-LIBERTY FOR 8,611 12,438
245 SHARES - MCDONALDS CORP 69,243 71,023
516 SHARES - STARBUCKS CORP COM 51,627 47,085
36 SHARES - MARKEL GROUP INC 31,420 62,144
51 SHARES - WATERS CORP 15,195 18,920
289 SHARES - K.FORCE, INC. 17,822 16,386
170 SHARES - KADANT INC 38,570 58,648
685 SHARES - RTX CORP 51,978 79,268
415 SHARES - UFP INDUSTRIES INC 40,487 46,750
238 SHARES - ADOBE INC 114,147 105,834
434 SHARES - ADVANCED MICRO DEVICES INC 42,145 52,423
208 SHARES - CADENCE DESIGN SYSTEMS INC 49,029 62,496
546 SHARES - TRADE DESK INC/THE 36,070 64,171
435 SHARES - BROOKFIELD ASSET MANAGEMENT LT 7,299 23,573
800 SHARES - CANADIAN PACIFIC KANSAS CITY L 45,676 57,896
74 SHARES - FLOOR & DECOR HOLDINGS INC 7,461 7,378
374 SHARES - LIBERTY MEDIA CORP-LIBERTY FOR (FWONK) 11,042 34,655
231 SHARES - BERKLEY W R CORP 12,596 13,518
73 SHARES - BLACKROCK FUNDING INC/DE 25,409 74,833
199 SHARES - CORPAY INC 49,016 67,346
95 SHARES - GALLAGHER ARTHUR J & CO 26,739 26,966
242 SHARES - MARSH & MCLENNAN COS INC 52,294 51,403
111 SHARES - RYAN SPECIALTY HOLDINGS INC 7,592 7,122
289 SHARES - NEUROCRINE BIOSCIENCES INC COM 39,773 39,449
207 SHARES - VEEVA SYSTEMS INC 40,136 43,522
95 SHARES - AMETEK INC COM 15,933 17,125
121 SHARES - GRACO INC 9,999 10,199
59 SHARES - VERALTO CORP 5,974 6,009
460 SHARES - VERTIV HOLDINGS LLC 31,599 52,261
491 SHARES - ANALOG DEVICES INC 113,332 104,318
1,987 SHARES - CCC INTELLIGENT SOLUTIONS HOLD 23,186 23,308
575 SHARES - DATADOG INC 75,002 82,162
77 SHARES - ENTEGRIS INC 8,494 7,628
36 SHARES - FAIR ISSAC, INC 50,681 71,673
259 SHARES - KEYSIGHT TECHNOLOGIES INC 43,740 41,603
846 SHARES - LAM RESH CORP 14,486 61,107
183 SHARES PROCORE TECHNOLOGIES INC 14,849 13,712
126 SHARES - WASTE CONNECTIONS, INC. 22,653 21,619

TY 2024 InvestmentsGovtObligationsSch
Name:
ANGELO DONGHIA FOUNDATION INC
 
C/O LEVY SONET & SIEGEL LLP
EIN:
13-3523056
US Government Securities - End of Year Book Value:

990,939
US Government Securities - End of Year Fair Market Value:

941,604
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
ANGELO DONGHIA FOUNDATION INC
 
C/O LEVY SONET & SIEGEL LLP
EIN:
13-3523056
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
39 SHARES - SBA COMMUNICATIONS CORPORATION AT COST 3,555 7,948
299,284.644 SHS - PARTNERS GROUP PRIVATE EQUITY (MASTER FUND) LLC, CLASS I AT COST 349,152 645,796
64,919.533 SHARES - T ROWE PRICE INSTITUTIONAL FLOAT RATE FUND #170 AT COST 644,500 616,086
173,020.232 SHARES - TCW EMERGING MARKETS INCOME FUND CLASS PLAN #5721 AT COST 1,363,560 1,117,711
5,683.196 SHARES - ABBEY CAPITAL MULTI-MANAGER FUND LIMITED AT COST 804,063 789,062
32,377.428 SHARES - ACAP STRATEGIC FUND CLASS W #6 AT COST 350,000 563,043
16,157.044 SHARES - CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CL-I #2156 AT COST 451,543 364,503
69,505.858 SHARES - BLACKSTONE REAL ESTATE INCOME TRUST INC. AT COST 811,607 967,494
62,690.786 SHARES - NUVEEN GLOBAL CITIES REAL ESTATE INCOME TRUST INC AT COST 682,006 730,975

TY 2024 OtherExpensesSchedule
Name:
ANGELO DONGHIA FOUNDATION INC
 
C/O LEVY SONET & SIEGEL LLP
EIN:
13-3523056
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 750 750   0
INSURANCE 1,884 1,884   0
SENIOR STUDENT SCHOLARSHIP PROGRAM (HALL,HANDLING,SHIPPING & DELIVERY,OTH) 37,146 0   37,146


TY 2024 OtherIncomeSchedule2
Name:
ANGELO DONGHIA FOUNDATION INC
 
C/O LEVY SONET & SIEGEL LLP
EIN:
13-3523056
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ABBEY CAPITAL MULTI-MANAGER 433 433 433


TY 2024 OtherProfessionalFeesSchedule
Name:
ANGELO DONGHIA FOUNDATION INC
 
C/O LEVY SONET & SIEGEL LLP
EIN:
13-3523056
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 142,174 142,174   0
ABBEY CAPITAL MULTI-MANGER 20,260 20,260   0
BANK FEES & BROKER CHARGES 221 221   0


TY 2024 TaxesSchedule
Name:
ANGELO DONGHIA FOUNDATION INC
 
C/O LEVY SONET & SIEGEL LLP
EIN:
13-3523056
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES ON DIVIDENDS RECEIVED 3,352 3,352   0