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
CIVITELLA RANIERI FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)28 HUBERT STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10013
A Employer identification number

01-0718949
B Telephone number (see instructions)

(212) 226-2002
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$24,227,042J Accounting method:
MODIFIED CASH
(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) 274,594
2 Check right arrow.............
3 Interest on savings and temporary cash investments 124,395 124,395 124,395
4 Dividends and interest from securities... 349,168 349,168 349,168
5a Gross rents............ 23,990 23,990 23,990
b Net rental income or (loss) 23,990
6a Net gain or (loss) from sale of assets not on line 10 846,116
b Gross sales price for all assets on line 6a 22,206,297
7 Capital gain net income (from Part IV, line 2)... 846,116
8 Net short-term capital gain......... 525,660
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
292,401 0 292,401
12 Total. Add lines 1 through 11........ 1,910,664 1,343,669 1,315,614
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 564,467 0 0 564,467
15 Pension plans, employee benefits....... 88,758 0 0 88,758
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
9,326 0 0 9,326
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
71,538 41,134 41,134 30,404
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
249,937 176,500 176,500 73,437
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
29,711 2,686 2,686 0
19 Depreciation (attach schedule) and depletion... 91,834 0 0
20 Occupancy.............. 349,910 0 0 349,910
21 Travel, conferences, and meetings....... 95,760 0 0 95,760
22 Printing and publications.......... 5,492 0 0 5,492
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
390,385 0 0 390,385
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,947,118 220,320 220,320 1,607,939
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 1,947,118 220,320 220,320 1,607,939
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -36,454
b Net investment income (if negative, enter -0-) 1,123,349
c Adjusted net income (if negative, enter -0-)... 1,095,294
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.............      
2 Savings and temporary cash investments......... 1,153,484 1,487,339 1,487,339
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 arrow84,819
Less: allowance for doubtful accounts right arrow0 102,655 84,819 84,819
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)....... 19,437,882 Click to see attachment
List of Attached Documents:
// Content
20,315,894 		20,315,894
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 304,737 0 0
14 Land, buildings, and equipment: basis right arrow3,450,718
Less: accumulated depreciation (attach schedule) right arrow2,956,113 543,042 494,605 494,605
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,015,819 		Click to see attachment
List of Attached Documents:
// Content
1,844,385 		Click to see attachment
List of Attached Documents:
// Content
1,844,385
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,557,619 24,227,042 24,227,042
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,018,569 		Click to see attachment
List of Attached Documents:
// Content
1,847,135
23 Total liabilities (add lines 17 through 22)......... 2,018,569 1,847,135
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........... 21,539,050 22,379,907
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 21,539,050 22,379,907
30 Total liabilities and net assets/fund balances (see instructions). 23,557,619 24,227,042
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
21,539,050
2
Enter amount from Part I, line 27a .....................
2
-36,454
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
901,368
4
Add lines 1, 2, and 3 ..........................
4
22,403,964
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
24,057
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
22,379,907
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 PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 22,206,297   21,885,841 320,456
b       525,660
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       320,456
b       525,660
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 846,116
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 3 525,660
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 15,615
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 15,615
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 15,615
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 17,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 14,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 31,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 15,385
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow15,385 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
Yes
 
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 arrowWWW.CIVITELLA.ORG
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (212) 226-2002

Located atright arrow28 HUBERT STREETNEW YORKNY ZIP+4right arrow10013
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? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowIT
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
JENNIFER DOWLEY CHAIR
3.00 		0 0 0
28 HUBERT STREET
NEW YORK,NY10013
CHRISTOPHER KIT WHITE VICE CHAIR
3.00 		0 0 0
28 HUBERT STREET
NEW YORK,NY10013
STEPHEN DOYLE SECRETARY
3.00 		0 0 0
28 HUBERT STREET
NEW YORK,NY10013
DWIGHT LEE TREASURER
3.00 		0 0 0
28 HUBERT STREET
NEW YORK,NY10013
STEPHEN EVANS OFFICER
3.00 		0 0 0
28 HUBERT STREET
NEW YORK,NY10013
HELEN EVARTS OFFICER
3.00 		0 0 0
28 HUBERT STREET
NEW YORK,NY10013
HOLLY EVARTS OFFICER
3.00 		0 0 0
28 HUBERT STREET
NEW YORK,NY10013
JONATHAN GALASSI OFFICER
3.00 		0 0 0
28 HUBERT STREET
NEW YORK,NY10013
JON KESSLER OFFICER
3.00 		0 0 0
28 HUBERT STREET
NEW YORK,NY10013
EMILY RAFFERTY OFFICER
3.00 		0 0 0
28 HUBERT STREET
NEW YORK,NY10013
ELLYN TOSCANO OFFICER
3.00 		0 0 0
28 HUBERT STREET
NEW YORK,NY10013
DEBORAH WILLIS OFFICER
3.00 		0 0 0
28 HUBERT STREET
NEW YORK,NY10013
DU YUN OFFICER
3.00 		0 0 0
28 HUBERT STREET
NEW YORK,NY10013
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
HOPE J CAMPBELL-GUSTAFSON SENIOR PROGRAM ASSOC
32.00 		63,099 22,895 0
28 HUBERT STREET
NEW YORK,NY10013
MICHAELA OLSON COORDINATOR PROGRAMS
40.00 		61,941 22,732 0
28 HUBERT STREET
NEW YORK,NY10013
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
NEUBERGER BERMAN TRUST CO NA INVESTMENT MANAGEMENT FEES 176,500
1290 AVE OF THE AMERICAS 23RD FL
NEW YORK,NY10104
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 THE PURPOSE OF THE FOUNDATION IS TO PROVIDE A PEACEFUL AND SUPPORTIVE SETTING WHERE AN INTERNATIONAL COMMUNITY OF VISUAL ARTISTS, WRITERS AND COMPOSERS MAY PURSUE THEIR WORK INDEPENDENTLY AND WITHOUT JUDGEMENT OR INTERRUPTION, EXCHANGE IDEAS, AND FORGE DEEP CONNECTIONS TO ONE ANOTHER AND THE WORLD AROUND THEM -- ACROSS DIFFERENCES, DISCIPLINES, AND CULTURES WHILE BENEFITING FROM THE ATMOSPHERE OF THE CASTLE AND UMBRIA'S RICH CULTURAL HERITAGE. IN 2024, CIVITELLA PROVIDED SIX-WEEK FULLY FUNDED RESIDENCIES TO 47 ARTISTS FROM 24 COUNTRIES, INCLUDING 27 ARTISTS WHO IDENTIFIED AS BEING FROM THE UNITED STATES. 142,788
2 THE WINTER SESSION PROGRAM OF THE FOUNDATION OFFERS POETRY WORKSHOPS, ART WORKSHOPS, AND OTHER ONE-TWO WEEK TRAVEL STUDY TOURS ALIGNED WITH CIVITELLA'S MISSION. THE WINTER SESSION SEASON RUNS EACHS YEAR FROM LATE OCTOBER TO LATE APRIL THE FOLLOWING SPRING. FEES ARE RECEIVED IN THE UNITED STATES FOR THESE PROGRAMS, AND INCLUDED IN THE WINTER SESSION REVENUES ARE OCCASIONAL ALUMNI ROOM OCCUPANCIES SHOULD A PROJECT PROPOSAL BE ACCEPTED. THE FOUNDATION'S WINTER SESSION REVENUE IS RECOGNIZED AS CASH RECEIVED AND THE FOUNDATION IS NOT REQUIRED TO PROVIDE ADDITIONAL GOODS AND SERVICES. IN 2024, CIVITELLA ORGANIZED SIX WINTER SESSION PROGRAMS, SERVING 70 PEOPLE, ALL FROM THE UNITED STATES. 125,067
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
20,290,028
b
Average of monthly cash balances.......................
1b
549,538
c
Fair market value of all other assets (see instructions)................
1c
84,819
d
Total (add lines 1a, b, and c).........................
1d
20,924,385
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
20,924,385
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
313,866
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,610,519
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,030,526
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
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,607,939
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,607,939
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  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
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 ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
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
2002-08-15
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
1,030,526 691,068 443,772 250,608 2,415,974
b 85% (0.85) of line 2a ......... 875,947 587,408 377,206 213,017 2,053,578
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		1,607,939 1,705,962 1,649,313 1,538,140 6,501,354
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		0 0 0 0 0
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		1,607,939 1,705,962 1,649,313 1,538,140 6,501,354
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		687,017 656,550 671,327 600,122 2,615,016
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) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
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
Total .................................right arrow 3a 0
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 ........... 		    14 124,395  
4 Dividends and interest from securities ....     14 349,168  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     17 23,990  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 846,116  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory     18    
11 Other revenue:
aWINTER SESSION 		        291,343
bOTHER INCOME         1,058
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,343,669 292,401
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,636,070
(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.)
11B OTHER INCOME
11A WINTER SESSION
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
CIVITELLA RANIERI FOUNDATION INC
 
Employer identification number

01-0718949
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
CIVITELLA RANIERI FOUNDATION INC
  		Employer identification number
01-0718949
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
THE ECCOLA FOUNDATION
 
20930 CACTUS LOOP
 
SAN ANTONIO, TX78258

$ 70,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
THE RONA JAFFE FOUNDATION
 
21 WILDWOOD DRIVE
 
DIX HILLS, NY117466039

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
CATHE GIFFUNI
240 E 27TH ST APT 20K
 
NEW YORK, NY100169238

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
NATIONAL ENDOWMENT FOR THE ARTS
 
400 7TH STREET SW
 
WASHINGTON, DC20506

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
KIRBY FAMILY FOUNDATION
 
C/O AYCO CO LP PO BOX 15201
 
ALBANY, NY12212

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
JULIA WATT-ROSENFELD
163 OCEAN AVENUE 3E
 
BROOKLYN, NY11225

$ 14,194


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
CIVITELLA RANIERI FOUNDATION INC
  		Employer identification number
01-0718949
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
7
WILLIAM O'BRIEN JR LLC
 
188 PROSPECT ST
 
CAMBRIDGE, MA02139

$ 12,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
ACADEMY OF AMERICAN POETS
 
75 MAIDEN LANE 901
 
NEW YORK, NY10038

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
STEPHEN EVANS
36 MERCER STREET
 
PRINCETON, NJ08540

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
GJERTRUD SCHNACKENBERG
180 BEACON STREET 14B
 
BOSTON, MA021161401

$ 8,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
BALTIMORE OFFICE OF PROMOTION & THE ARTS
 
7 ST PAUL STREET SUITE 100
 
BALTIMORE, MD21202

$ 6,504


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
THE DE GROOT FOUNDATION
 
15811 COLLINS AVE APT 1101
 
NORTH MIAMI BEACH, FL331604171

$ 6,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
CIVITELLA RANIERI FOUNDATION INC
  		Employer identification number
01-0718949
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
13
THE GRIFFIN TRUST FOR EXCELLENCE IN POETRY
 
363 PARTRIDE CRESCENT
 
CAMBRIDGE, MA02139

$ 15,000


(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
CIVITELLA RANIERI FOUNDATION INC
  		Employer identification number

01-0718949
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
CIVITELLA RANIERI FOUNDATION INC
  		Employer identification number

01-0718949
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:
CIVITELLA RANIERI FOUNDATION INC
EIN:
01-0718949
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDITING AND TAX RETURN 33,782 3,378 3,378 30,404
BOOKKEEPING 37,756 37,756 37,756 0

TY 2024 InvestmentsCorpStockSchedule
Name:
CIVITELLA RANIERI FOUNDATION INC
EIN:
01-0718949
Name of Stock End of Year Book Value End of Year Fair Market Value
APPLE INC3.45% 02/09/2045 22,249 22,249
ABBVIE INC 3,956 3,956
ABBOTT LABORATORIES 44,113 44,113
ABBOTT LABORATORIES 73,522 73,522
AGILENT TECHNOLOGIES, INC. 8,866 8,866
ACADIA HEALTHCARE CO INC COM 10,864 10,864
ACCENTURE PLC IRELAND SHS CL A 28,495 28,495
ACCURAY INC CALIF 2,287 2,287
ADEIA INC 9,339 9,339
ADYEN NV-UNSPON ADR 15,041 15,041
AERCAP HOLDINGS NV 25,456 25,456
AGNICO EAGLE MINES LTD 8,212 8,212
AIA GROUP LTD SPONSORED ADR 14,264 14,264
AIR LEASE CORPORATION CL A 18,947 18,947
AIR LIQUIDE ADR 11,030 11,030
ALCON INC 16,384 16,384
ALFA LAVAL AB UNSPONSORED ADR 16,737 16,737
ALIGHT INC - CLASS A 6,629 6,629
ALLETE INC 9,072 9,072
ALLIANT ENERGY CORP 7,511 7,511
ALLIANZ SE - UNSP ADR 41,137 41,137
ALLISON TRANSMISSION HOLDINGS INC 14,804 14,804
ALLSTATE CORP 27,376 27,376
ALPHABET INC CLASS A COMMON 228,296 228,296
ALPHABET INC CLASS C CAPITAL 130,832 130,832
ALPHABET INC CLASS C CAPITAL 120,929 120,929
AMAZON.COM INC 261,293 261,293
AMAZON.COM INC 96,532 96,532
AMBEV S A ADS 9,742 9,742
AMERICAN ELECTRIC POWER CO INC 11,437 11,437
AMERICAN EXPRESS CO CALLABLE @ 100.00 07/01/25 3.95% 08/01/2025-2025 29,880 29,880
AMERICAN INTERNATIONAL GROUP INC 45,427 45,427
AMERICAN TOWER CORPORATION 2.7% 04/15/2031 45,793 45,793
AMETEK INC NEW 45,065 45,065
AMGEN INC CALLABLE @ 100.00 11/21/29 2.45% 02/21/2030-2029 24,752 24,752
AMNEAL PHARMACEUTICALS INC 6,455 6,455
AMPHENOL CORP NEW-CL A 23,196 23,196
ANALOG DEVICES INC 28,895 28,895
ANALOG DEVICES INC 47,804 47,804
ANHEUSER-BUSCH INBEV FIN INC GTD NT 4.9% 02/01/2046 31,681 31,681
AON PLC 78,656 78,656
APOLLO GLOBAL MANAGEMENT INC 13,873 13,873
APPLE INC 445,998 445,998
APPLE INC 172,790 172,790
APPLIED MATERIALS INC 24,720 24,720
APTIV PLC 12,338 12,338
ARCOSA INC 12,189 12,189
ARTISAN PARTNERS FDS INC INTL VALUE FD ADV SH 1,508,182 1,508,182
ASML HOLDING N V N Y REGISTRY SHS NEW 2012 9,703 9,703
ASML HOLDING N V N Y REGISTRY SHS NEW 2013 85,942 85,942
ASSA ABLOY AB ADR 14,020 14,020
ASSURANT INC 15,352 15,352
ASTRAZENECA PLC SPONSORED ADR 10,483 10,483
ASTRAZENECA PLC SPONSORED ADR 72,072 72,072
AT&T INC 44,197 44,197
AT&T INC CALLABLE @ 100.00 12/01/28 4.35% 03/01/2029-2028 26,429 26,429
AT&T INC SENIOR NOTES CALLABLE @ 100.00 11/15/45 4.75% 05/15/2046-2045 24,320 24,320
ATLAS COPCO AB-SPONSORED ADR NEW REPSTG SER A 17,052 17,052
ATLAS ENERGY SOLUTIONS INC 18,542 18,542
ATMOS ENERGY CORP 11,977 11,977
ATRICURE INC 5,623 5,623
AUTODESK INC 9,754 9,754
AVANOS MEDICAL INC 3,232 3,232
AVANTOR INC 5,773 5,773
AVERY DENNISON CORP 16,842 16,842
AVERY DENNISON CORP 15,906 15,906
AVANTIS EMERGING MARKETS EQ 897,429 897,429
BABCOCK & WILCOX ENTERPR 2,209 2,209
BANC OF CALIFORNIA INC 8,441 8,441
BANCO BILBAO VIZCAYA ARGENTARIA 22,152 22,152
BANK OF AMER CORP 53,971 53,971
BANK OF AMER CORP 83,505 83,505
BANK OF AMERICA CORP CALLABLE @ 100.00 04/27/27 54,411 54,411
BANK NEW YORK MELLON CORP 7,606 7,606
BHP BILLITON LTD SPONSORED ADR 17,481 17,481
BIOMARIN PHARMACEUTICAL INC 3,615 3,615
BLACKROCK INC CL A 21,527 21,527
BLOOM ENERGY CORP- A 7,418 7,418
BOEING CO 14,691 14,691
BOOKING HOLDINGS INC 29,811 29,811
BOSTON SCIENTIFIC CORP 35,817 35,817
BOX INC CL A 6,067 6,067
BREAD FINANCIAL HOLDINGS INC 5,312 5,312
BRISTOL MYERS SQUIBB CO 22,850 22,850
BROOKFIELD INFRASTRUCTURE-A 18,965 18,965
BROOKFIELD CORP 3,964 3,964
BRUNSWICK CORP 16,170 16,170
BROADCOM INC 121,484 121,484
BROADCOM INC 59,119 59,119
BROADCOM INC CALLABLE @ 100.00 06/12/2029 5.05% 36,127 36,127
BWX TECHNOLOGIES INC COM 20,384 20,384
BUILDERS FIRSTCOURCE INC 6,003 6,003
CABOT CORP 16,892 16,892
CALERES INC COM 4,169 4,169
CANADIAN NATIONAL RAILROAD 9,136 9,136
CANNAE HOLDINGS INC 2,522 2,522
CASEYS GENERAL STORES INC 17,830 17,830
CATERPILLAR INC 41,717 41,717
CARIVNAL CORP COMMON PAIRED CTF 28,982 28,982
CARRIER GLOBAL CORP 20,546 20,546
CDW CORPORATION COM 7,832 7,832
CDW CORPORATION COM 34,808 34,808
CENTERPOINT ENERGY INC 7,330 7,330
CEVA INC 5,206 5,206
CENTENE CORP DEL 11,874 11,874
CHARLES RIVER LABORATORIES INTERNATIONAL INC 6,830 6,830
CHECK POINT SOFTWARE TECHNOLOGIES LTDWIX COM LTD 14,003 14,003
CHEMED CORPORATION NEW 19,073 19,073
CHENIERE ENERGY INC COM NEW 7,735 7,735
CHESAPEAKE UTILITIES CORP 14,441 14,441
CHEVRON CORPORATION 30,851 30,851
CHUGAI PHARMACEUTIC-UNSP ADR 30,143 30,143
CHURCH & DWIGHT CO INC 52,355 52,355
CIENA CORPORATION NEW 30,023 30,023
CIGNA CORP CALLABLE @ 100.00 12/15/29 2.4% 03/15/2030-2029 14,875 14,875
CISCO SYSTEMS INC 29,600 29,600
CITIGROUP INC CALLABLE @ 100.00 02/13/29 5.174% 02/13/2030-2029 38,963 38,963
CITIGROUP INC COM NEW 25,270 25,270
CITIZENS FINANCIAL GROUP INC 8,052 8,052
CLEAN HARBORS INC 7,825 7,825
CLEAR SECURE INC - CLASS A 11,508 11,508
CLEVELAND-CLIFFS INC 7,689 7,689
CNX RESOURCES CORP 13,165 13,165
COGNEX CORP 15,527 15,527
COGNYTE SOFTWARE LTD 9,256 9,256
COHEN & STEERS INC 23,270 23,270
COHERENT CORP 6,442 6,442
COLGATE PALMOLIVE CO 35,182 35,182
COLOPLAST A/S - SPONSORED ADR 9,057 9,057
COMCAST CORP 3.55% 05/01/2028 27,838 27,838
COMCAST CORPCALLABLE @ 100.00 04/15/48 4.7% 10/15/2048-2048 15,464 15,464
COMMONWEALTH EDISON CO CALLABLE @ 100.00 05/15/28 3.7% 13,510 13,510
CONCENTRIX CORP 15,101 15,101
CONDUENT INC 10,383 10,383
CONOCOPHILLIPS 19,735 19,735
CONSTELLATION ENERGY CORP COM 9,172 9,172
CONMED CORP 4,243 4,243
COOPER COS INC/THE 22,799 22,799
COOPER COS INC/THE 85,035 85,035
COCA-COLA CO 44,765 44,765
COSTOC WHOLESALE CORP - NEW 65,971 65,971
CRA INTERNATIONAL INC 22,090 22,090
CREDICORP LTD 13,566 13,566
CRITEO S A SPONSORED ADRS 28,997 28,997
CROWDSTRIKE HOLDINGS INC - A 31,821 31,821
CROWN HOLDINGS INC 4,217 4,217
CSX CORP 15,361 15,361
CVS HEALTH CORP 16,654 16,654
CVS HEALTH CORP 4.3% 03/25/2028 9,688 9,688
CVS HEALTH CORP 5.3% 06/01/2033 36,437 36,437
CYTOSORBENTS CORPORATION COMMON STOCK 261 261
DAIFUKU CO LTD 9,878 9,878
DANAHER CORP 58,535 58,535
DASSAULT SYSTEMES SA SPONSORED 27,001 27,001
DBS GROUP HOLDINGS LTD 49,039 49,039
DEERE & CO 30,083 30,083
DELTA AIR LINES INC DEL COM NEW 14,762 14,762
DEVON ENERGY CORPORATION 10,179 10,179
DEXCOM INC 11,743 11,743
DISCO CORP - UNSPONSORED ADR 13,232 13,232
DIAMONDBACK ENERGY INC COM 11,304 11,304
DIAMONDBACK ENERGY INC 5.15% 01/30/2030 33,062 33,062
DOLLAR TREE INC 17,611 17,611
DRAFTKINGS INC 23,957 23,957
DT MIDSTREAM INC-W/I 4,474 4,474
DTE ENERGY CO 7,124 7,124
DUKE ENERGY CORP CALLABLE @ 100.00 03/15/31 2.55% 06/15/2031-2031 35,013 35,013
DUKE ENERGY CORPORATION HOLDING 12,390 12,390
EATON CORPORATION PLC 36,174 36,174
ECOLAB INC 9,607 9,607
ELECTRONIC ARTS 9,217 9,217
ELEMENT SOLUTIONS INC 7,502 7,502
ELI LILLY & CO 81,832 81,832
ELI LILLY & CO 50,180 50,180
ELEVANCE HEALTH INC. 14,387 14,387
ENBRIDGE INC CALLABLE @ 100.00 03/05/2027 5.25% 6,070 6,070
ENBRIDGE INC CALLABLE @ 100.00 10/15/28 6% 22,778 22,778
ENCOMPASS HEALTH CORP 13,021 13,021
ENCOMPASS HEALTH CORP 28,167 28,167
ENN ENERGY HOLDINGS LTD 17,580 17,580
ENSIGN GROUP INC COM USD0.001 30,956 30,956
ENTEGRIS INC 8,321 8,321
ENTERGY CORP NEW 10,463 10,463
ENTERGY MISS INC 1ST MTG BD 2.85% 06/01/2028 42,220 42,220
ENTERPRISE PRODUCTS 5.95% 02/01/2041 20,556 20,556
ENVIRI CORP 7,754 7,754
EOG RESOURCES INC 14,955 14,955
EOG RESOURCES INC 88,871 88,871
EPIROC AB-UNSP 15,659 15,659
EQT CORP 8,208 8,208
EQT CORP 88,762 88,762
EQUIFAX INC 11,468 11,468
EQUITY LIFESTYLE PROPERTIES INC 9,457 9,457
EQUITY RESIDENTIAL TRUST 5,382 5,382
EXP REALTY INTERNATIONAL CORPORATION NEW 11,303 11,303
EXXON MOBIL CORP 59,379 59,379
FEDERAL AGRICULTURAL MORTGAGE CORP-CL C 25,604 25,604
FEDEX CORP 13,504 13,504
FHLMC 30YR UMBS SUPER 4% 09/01/2052 112,939 112,939
FHLMC FR SD 8299 5% 02/01/2053 173,293 173,293
FIRSTENERGY CORP 6,842 6,842
FISERV INC 40,262 40,262
FISERV INC 92,439 92,439
FIRSTSERVICE CORP 17,016 17,016
FNMA 30YR UMBS 2.5% 09/01/2050 223,199 223,199
FNMA 30YR UMBS 4.5% 10/01/2052 32,139 32,139
FNMA 30YR UMBS 4.0% 12/01/2052 28,954 28,954
FNMA 30YR UMBS 5% 07/01/2053 52,707 52,707
FNMA 30YR UMBS 5.5% 73,721 73,721
FNMA 30YR UMBS SUPER 3% 01/01/2051 64,254 64,254
FNMA 30YR UMBS SUPER 5% 03/01/2053 21,431 21,431
FNMA 30YR UMBS SUPER 6% 10/01/2053 75,591 75,591
FNMA FN MA3906 3.5% 01/01/2050 70,140 70,140
FNMA FN BU1350 3.0% 02/02/2052 54,888 54,888
FNMA 30YR UMBS 5% 08/01/2053 17,664 17,664
FNMA 30YR UMBS 5.5% 06/01/2054 125,295 125,295
FOMENTO ECONOMICO MEXICANO SA DE CV SPONS 22,997 22,997
FORTUNE BRANDS HOME & SEC INC 2,870 2,870
FOUR CORNERS PROPERTY TRUST INC 8,006 8,006
FREEPORT MCMORAN COPPER & GOLD INC- COMMON SHARES 11,729 11,729
FRONTIER COMMUNICATIONS PARE 7,981 7,981
GARTNER INC 7,267 7,267
GENERAL MOTORS COMPANY 44,747 44,747
GENERAL ELECTRIC CO 54,874 54,874
GENMAB A S 8,077 8,077
GOLDMAN SACHS GROUP INC 25,768 25,768
GOLDMAN SACHS GROUP INC/THE 6.561% 10/24/2034 46,233 46,233
GRUPO FINANCIERO BANORTE SAB DE CV SPONSORED ADR 9,014 9,014
GXO LOGISTICS INC 2,610 2,610
GXO LOGISTICS INC 72,863 72,863
GLOBAL LIFE INC 16,505 16,505
HAEMONETICS CORP - MASS 11,634 11,634
HAIER SMART HOME CO LTD 16,101 16,101
HAIN CELESTIAL GROUP INC 3,536 3,536
HALEON PLC-ADR 29,946 29,946
HAMILTON LANE INC-CLASS A 27,537 27,537
HARMONIC INC. 1,138 1,138
HCA HEALTHCARE INC 14,407 14,407
HDFC BK LTD ADR REPSTG 3 SHS 32,185 32,185
HELIOS TECHNOLOGIES INC 4,464 4,464
HEALTHSTREAM INC 3,498 3,498
HEXCEL CORP NEW 17,619 17,619
HOME BANCSHARES INC 21,423 21,423
HOME DEPOT INC 72,741 72,741
HOME DEPOT INC 83,633 83,633
HOME DEPOT INCCALLABLE @ 100.00 03/15/51 2.75% 09/15/2051-2051 13,434 13,434
HP ENTERPRISE CO CALLABLE @ 100.00 09/15/29 4.55% 14,628 14,628
HUMANA INC-W/RTS 11,417 11,417
HUNTINGTON BANCSHARES INC 13,813 13,813
INDIE SEMICONDUCTOR INC-A 4,427 4,427
INFINEON TECHNOLOGIES 32,625 32,625
INNOVIZ TECHNOLOGIES LTD 1,488 1,488
INSPERITY INC 7,363 7,363
INTEGRA LIFESCIENCES HOLDINGS 3,992 3,992
INTERCONTINENTALEXCHANGE GROUP 33,676 33,676
INTERNATIONAL GAME TECHNOLOGY 18,525 18,525
INTUIT INC 35,825 35,825
INTUIT INC 40,853 40,853
INVITATION HOMES INC 5,978 5,978
INNOVEX INTERNATIONAL INC 2,165 2,165
IQVIA HOLDINGS INC 8,253 8,253
IRADIMED CORPORATION COM 9,735 9,735
ISHARES TRUST RUSSELL 1000 INDEX 49,613 49,613
ITRON INC 7,818 7,818
INGERSOLL-RAND INC 20,173 20,173
IONIS PHARMACEUTICALS INC COM 6,538 6,538
IPG PHOTONICS CORP 6,327 6,327
J P MORGAN CHASE & CO 86,056 86,056
J P MORGAN CHASE & CO 57,530 57,530
JACOBS SOLUTIONS INC 10,823 10,823
JOHNSON & JOHNSON 51,195 51,195
JPMORGAN CHASE & CO 5.299% 07/24/2029 66,666 66,666
KBR INC 22,303 22,303
KEURIG DR PEPPER INC 10,021 10,021
KFORCE.COM INC 11,340 11,340
KINDER MORGAN INC CALLABLE @ 100.00 01//01/29 5% 35,886 35,886
KINSALE CAPITAL GROUP INC 18,140 18,140
KKR &CO INC 40,971 40,971
KOMATSU LTD-SPONSORED 13,906 13,906
KULICKE & SOFFA INDUSTRIES 16,658 16,658
KYNDRYL HOLDINGS INC 32,662 32,662
L OREAL CO-ADR ADR 24,291 24,291
LAKELAND FINANCIAL CORP 22,003 22,003
LAM RESEARCH CORP 11,990 11,990
LANDSTAR SYSTEMS INC 13,749 13,749
LAS VEGAS SANDS CORP 20,544 20,544
LEMAITRE VASCULAR INC 25,062 25,062
LENNAR CORP CL A 11,046 11,046
LENNAR CORP CL A 37,502 37,502
LIONS GATE ENTERTAINMENT-B 9,528 9,528
LITTELFUSE INC 13,432 13,432
LOCKHEED MARTIN CORP CALLABLE @ 100.00 11/15/33 4.75% 02/15/2034-2033 33,017 33,017
LOCKHEED MARTIN CORP 14,578 14,578
MACOM TECHNOLOGY SOLUTIONS 16,758 16,758
MANULIFE FINANCIAL CORP 29,973 29,973
MARTIN MARIETTA MATERIALS INC 13,429 13,429
MATCH GROUP INC 8,079 8,079
MATERION CORPORATION 17,205 17,205
MATADOR RESOURCES COMPANY 14,121 14,121
MASTERCARD INC 70,034 70,034
MCDONALDS CORP 36,816 36,816
MCDONALDS CORP 46,382 46,382
MCKESSON CORP 13,678 13,678
MEDTRONIC PLC COM 37,144 37,144
MERCURY COMPUTER SYSTEMS INC 9,114 9,114
MERCADOLIBRE INC 15,304 15,304
METLIFE INC 13,592 13,592
META PLATFORMS INC CL A 71,432 71,432
MERCK & CO INC NEW 29,844 29,844
MICROSOFT CORP 382,301 382,301
MICROSOFT CORP 221,288 221,288
MICROSOFT CORPCALLABLE @ 100.00 12/01/49 2.525% 06/01/2050-2049 13,580 13,580
MOBILEYE GLOBAL INC-A 14,083 14,083
MOLINA HEALTHCARE INC 10,478 10,478
MOLINA HEALTHCARE INC 9,314 9,314
MONDELEZ INTERNATIONAL INC CO 16,247 16,247
MOODYS CORP 18,461 18,461
MORGAN STANLEY CALLABLE @ 100.00 01/22/30 2.699% 01/22/2031-2030 54,203 54,203
MOTOROLA SOLUTIONS INC 20,800 20,800
MOTOROLA SOLUTIONS INC 69,335 69,335
MSA SAFETY INC COM 9,780 9,780
NAPCO SECURITY SYSTEMS INC. 18,705 18,705
NASDAQ STOCK MARKET INC COM 18,864 18,864
NESTLE SA-SPONSORED ADR REPSTG REGD ORD 7,843 7,843
NESTLE SA-SPONSORED ADR REPSTG REGD ORD 21,569 21,569
NEUBERGER BERMAN INCOME FDS NEW EMRGNG MKT DEBT FD INSTL 696,903 696,903
NEW JERSEY RESOURCES CORP 11,149 11,149
NEW LINDE PLC 37,262 37,262
NEW LINDE PLC 15,072 15,072
NEW LINDE PLC 41,867 41,867
NEXPOINT RESIDENTIAL TRUST INC 65341D102 16,283 16,283
NEXSTAR MEDIA GROUP INC CL A 15,797 15,797
NEXTERA ENERGY INC 19,213 19,213
NEXTERA ENERGY INC 84,236 84,236
NEXTRA ENERGY CAPITAL HOLDING 4.9% 03/15/2029 35,890 35,890
NETFLIX COM INC 69,523 69,523
NIKE INC-CL B 27,090 27,090
NLIGHT INC 2,706 2,706
NORTHERN OIL AND GAS INC 19,546 19,546
NORTHWESTERN CORP NEW 10,959 10,959
NORFOLK SOUTHERN CORP 16,194 16,194
NOVOZYMES A/S 8,265 8,265
NOVO NORDISK A/S-ADR REPSTG 1/2 CL B SH 2,667 2,667
NUCOR CORP 4,902 4,902
NVENT ELECTRIC PLC 22,425 22,425
NVIDIA CORP 370,238 370,238
NVIDIA CORP 134,290 134,290
ODP CORP/THE 4,025 4,025
ONEOK INC (NEW) 8,735 8,735
ONESPAN INC 6,433 6,433
OPENLANE INC 14,999 14,999
ORACLE CORP 54,825 54,825
ORACLE CORPORATION 2.875% 03/25/2031 35,205 35,205
ORASURE TECHNOLOGIES INC 2,726 2,726
ORMAT TECHNOLOGIES INC 19,707 19,707
OSI SYSTEMS INC 11,218 11,218
O REILLY AUTOMOTIVE INCE NEW 14,230 14,230
PARKER HANNIFIN CORP 26,713 26,713
PATTERSON COMPANIES INC 9,258 9,258
PATTERSON-UTI ENERGY INC 3,064 3,064
PATRICK INDUSTRIES INC 8,557 8,557
PERRIGO COMPANY PLC 15,812 15,812
PFIZER INVESTMENT ENTER CALLABLE @ 100.00 04/19/28 4.45% 28,742 28,742
PG&E CORP 9,545 9,545
PHILLIPS 66 COM 8,773 8,773
PHILIP MORRIS INTERNATION IN 4.755 02/12/2027 16,034 16,034
PING AN INSURANCE GROUP CO OF CHINA 7,194 7,194
PNC FINANCIAL SVCS GROUP INC 17,935 17,935
PNC FINANCIAL SERVICES CALLABLE @ 100.00 01/21/27 5.3% 01/21/2028-2027 12,102 12,102
PORTLAND GENERAL ELECTRIC CO NEW 10,251 10,251
POWER INTEGRATIONS INC 18,510 18,510
PPL ELECTRIC UTILITIES CORPORATION CALLABLE @ 100.00 11/15/33 4.85% 02/15/20 35,081 35,081
PRICESMART INC 18,803 18,803
PROCTER & GAMBLE CO 55,492 55,492
PROCTER & GAMBLE CO 75,443 75,443
PROLOGIS INC 21,986 21,986
PUBLIC SERVICE ENTERPRISE GROUP 9,716 9,716
QUAKER HOUGHTON 12,809 12,809
QUALCOMM INC 53,306 53,306
QUEST DIAGNOSTICS INC 12,974 12,974
QUIDELORTHO CORP 3,208 3,208
RADWARE LTD 5,295 5,295
RAMBUS INC 14,907 14,907
RAYTHEON TECH CORPCALLABLE @ 100.00 08/16/28 4.125% 11/16/2028-2028 23,358 23,358
REGENERON PHARMACEUTICALS INC 14,247 14,247
RESIDEO TECHNOLOGIES INC 19,523 19,523
REPUBLIC SERVICES INC CL A 9,657 9,657
RIBBON COMMUNICATIONS INC SONUS 10,916 10,916
RIO TINTO PLC SPONSORED 18,231 18,231
ROCHE HOLDING LTD SPONSORED ADR REPSTG 25,323 25,323
ROPER TECHNOLOGIES INCE 72,779 72,779
S&P GLOBAL INC COM 44,823 44,823
SAIA INC 10,938 10,938
SALESFORCE INC 56,502 56,502
SAP AKTIENGESELLSCHAFT 33,238 33,238
SCHLUMBERGER LTD 11,962 11,962
SCHNEIDER ELECTRIC SA 28,493 28,493
SCHNEIDER NATIONAL INC-CL B 16,368 16,368
SEAWORLD ENTERTAINMENT INC COM 6,406 6,406
SEMPRA ENERGY 11,930 11,930
SEMTECH CORP 8,659 8,659
SENSTA TECHNOLOGIES HOLDING 10,412 10,412
SERVICENOW INC COM 50,886 50,886
SHELL INTL FIN B V4% 05/10/2046 15,882 15,882
SHELL PLC 3,383 3,383
SHELL PLC 29,132 29,132
SHERWIN WILLIAMS CO 13,257 13,257
SHIMANO INC AMERICAN DEPOSITARY RECEIPTS 6,642 6,642
SHIONOGI & CO LTD-UNSPON 9,987 9,987
SHOE CARNIVAL INC 16,937 16,937
SHUTTERSTOCK INC COM 12,322 12,322
SIMON PROPERTY GROUP LP CALLABLE @ 100.00 12/01/31 2.65% 02/01/2032-2031 34,051 34,051
SMARTSHEET INC-CLASS A 4,875 4,875
SOHO HOUSE & CO INC 4,783 4,783
SONOVA HOLDING AG 9,951 9,951
SONY GROUP CORP 26,450 26,450
STANDARD BIOTOOLS INC 1,754 1,754
STANDEX INTERNATIONAL CORP 23,374 23,374
STARWOOD PROPERTY TRUST INC 7,144 7,144
STEEL DYNAMICS INC 5,475 5,475
STRATASYS LTD 8,383 8,383
SYMRISE AG UNSPONSORED ADR 12,888 12,888
SYNOPSYS INC 24,753 24,753
SYSMEX CORPORATION UNSPONSORED 22,978 22,978
T MOBILE USA INC CALLABLE @ 100.00 02/15/28 4.95% 33,013 33,013
TAIWAN SEMICONDUCTOR MFG CO 43,053 43,053
TARGA RESOURCES CORP 5,355 5,355
TALEN ENERGY CORP 2,821 2,821
TECHNIPFMC PLC 16,525 16,525
TECHTRONIC INDUSTRIES CO 10,424 10,424
TELEDYNE TECHNOLOGIES INC 6,498 6,498
TELEKOMUNIK INDONESIA-SP ADR 9,327 9,327
TEMPUR PEDIC INTERNATIONAL INC 10,488 10,488
TENCENT HOLDINGS LIMITED 21,804 21,804
TERRENO REALTY CORPORATION 17,565 17,565
TETRA TECH INC NEW 14,621 14,621
TETRA TECHNOLOGIES INC-DEL 6,315 6,315
TEXAS CAPITAL BANCSHARES INC 15,405 15,405
TEXAS INSTRUMENTS INC 34,314 34,314
THERMO FISHER SCIENTIFIC INC 35,376 35,376
THERMO FISHER SCIENTIFIC INC 39,017 39,017
TIAA-CREF INSTL MUT FDS HIGH YIELD FD II INSTL CL 848,663 848,663
TJX COMPANIES INC NEW 45,183 45,183
TKO GROUP HOLDINGS INC 19,327 19,327
T-MOBILE USA INC CALLABLE @ 100.00 02/15/28 4.95% 03/15/2028-2028 48,340 48,340
TOLL BROTHERS INC 3,401 3,401
TRADEWEB MARKETS INC 7,855 7,855
TRANE TECHNOLOGIES PLC 26,593 26,593
TRANSDIGM GROUP INC 49,424 49,424
TRANSUNION COM 18,449 18,449
TRANSUNION COM 83,439 83,439
TRAVEL + LEISURE CO 18,061 18,061
TREASURY BOND 4.75% 11/15/2053 12,882 12,882
TREEHOUSE FOODS INC 8,888 8,888
TRUIST FINANCIAL CORP 6.047% 06/08/2027 15,249 15,249
U S PHYSICAL THERAPY INC 16,766 16,766
UBER TECHNOLOGIES INC 47,532 47,532
UBER TECHNOLOGIES INC CALLABLE @ 100.00 12/15/29 4.3% 01/15/2030-2029 33,859 33,859
UFP INDUSTRIES INC 14,757 14,757
UGI CORP HOLDING CO 3,049 3,049
UIPATH INC - CLASS A 6,330 6,330
ULTA BEAUTY INC 30,010 30,010
UMH PROPERTIES INC 22,014 22,014
UNDER ARMOUR INC CLASS C COMMON STOCK $0.0003 1/3 PAR VALUE 5,617 5,617
UNICHARM CORP SPONSORED ADR 6,730 6,730
UNIFIRST CORP - MASS 13,687 13,687
UNION PACIFIC CORP 53,589 53,589
UNUM GROUP 55,430 55,430
UNISYS CORPORATION 6,419 6,419
UNITED RENTALS INC 23,951 23,951
UNITED STATES TREASURY BOND 2.5% 02/15/2045 34,038 34,038
UNITED STATES TREASURY BONDS 3.625% 02/15/2044 27,030 27,030
UNITEDHEALTH GROUP INC 64,244 64,244
UNITEDHEALTH GROUP INC CALLABLE @ 100.00 12/15/29 4.8% 01/15/2030-2029 32,867 32,867
UNIVERSAL DISPLAY CORP 13,743 13,743
UNILEVER PLC SPONSORED ADR NEW 33,623 33,623
US TREASURY N/B 4.375% 08/15/2026 14,025 14,025
TREASURY NOTE 4.125% 07/31/2028 31,775 31,775
US TREASURY N/B 2.375% 05/15/2029 33,179 33,179
US TREASURY N/B 1.375% 11/15/2031 16,342 16,342
US TREASURY N/B 1.875% 11/15/2051 39,233 39,233
US TREASURY N/B 3.875% 08/15/2034 76,608 76,608
US TREASURY N/B 1.125% 08/15/2040 22,089 22,089
US TREASURY N/B 2.875% 05/15/2049 19,169 19,169
US TREASURY N/B 1.875% 02/15/2051 57,382 57,382
US TREASURY N/B 3.5% 02/15/2033 37,214 37,214
US TREASURY N/B 4.5% 11/15/2033 67,703 67,703
UTZ BRANDS INC 6,656 6,656
UTZ BRANDS INC 18,307 18,307
VALMONT INDUSTRIES INC 19,627 19,627
VANGUARD FTSE EMERGING MARKETS ETF FTSE EMERGING INDEX 905,110 905,110
VAREX IMAGING CORP 3,735 3,735
VARONIS SYTEMS INC 3,954 3,954
VEECO INSTRUMENTS INC-DEL 18,224 18,224
VERINT SYSTEMS INC 7,219 7,219
VERISK ANALYTICS INC CL A 10,742 10,742
VERIZON COMMUNICATIONS INC 3.55% 03/22/2051 25,481 25,481
VERTEX PHARMACEUTICALS INC 22,149 22,149
VENTAS INC. 11,896 11,896
VIASAT INC 8,740 8,740
VIAVI SOLUTIONS INC COM 5,606 5,606
VISA INC CL A 78,062 78,062
VISA INC CL A 63,208 63,208
VISA INC CALLABLE @ 100.00 06/14/45 4.3% 12/14/2045-2045 20,553 20,553
VISTRA CORP 6,618 6,618
VISTRA CORP 14,201 14,201
WALMART INC CALLABLE @ 100.00 12/29/47 4.05% 06/29/2048-2047 24,680 24,680
WARBY PARKER INC-CLASS A 9,345 9,345
WASTE CONNECTIONS INC COM 12,354 12,354
WAYSTAR HOLDING CORP 9,395 9,395
WELLS FARGO & COMPANY 2.572% 02/11/2031 31,750 31,750
WELLS FARGO & CO-NEW 62,654 62,654
WEYERHAEUSER CO 3,828 3,828
WHIRLPOOL CORP 6,525 6,525
WOLFSPEED INC 3,703 3,703
WILLIAMS COMPANIES INC 9,146 9,146
WINGSTOP INC COM 15,631 15,631
WINMARK CORP 9,434 9,434
WIX COM LTD 6,437 6,437
WIX COM LTD 13,088 13,088
WYNDHAM HOTELS & RESORTS INC 17,134 17,134
XPERI INC 5,649 5,649
ZIMMER BIOMET HOLDGS INC 24,823 24,823
ZIMVIE INC 3,153 3,153
ZTO EXPRESS (CAYMAN) INC - ADR 10,244 10,244
ISHARES MSCI JAPAN ETF 547,469 547,469
3M COMPANY 27,238 27,238
OTHER 27,202 27,202

TY 2024 LegalFeesSchedule
Name:
CIVITELLA RANIERI FOUNDATION INC
EIN:
01-0718949
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - ITALY 9,326 0 0 9,326


TY 2024 OtherAssetsSchedule
Name:
CIVITELLA RANIERI FOUNDATION INC
EIN:
01-0718949
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RIGHT-OF-USE ASSET - OPERATING LEASE 2,015,819 1,844,385 1,844,385


TY 2024 OtherDecreasesSchedule
Name:
CIVITELLA RANIERI FOUNDATION INC
EIN:
01-0718949
Description Amount
FOREIGN CURRENCY TRANSLATION LOSS - OPERATIONS 24,057


TY 2024 OtherExpensesSchedule
Name:
CIVITELLA RANIERI FOUNDATION INC
EIN:
01-0718949
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISOR & JURY COSTS 4,869 0 0 4,869
AUTOMOBILE 13,891 0 0 13,891
CO-OP MAINTENANCE 33,538 0 0 33,538
DUES & PUBLICATIONS 2,946 0 0 2,946
FILING FEES 750 0 0 750
FELLOWSHIP TRAVEL, ENTERTAINMENT & FOOD 163,183 0 0 163,183
HOUSEKEEPING, REPAIRS & MAINT. 82,925 0 0 82,925
INSURANCE 33,615 0 0 33,615
INTERNET, WEBSITE & COMPUTER 23,372 0 0 23,372
OFFICE & ART SUPPLIES 6,006 0 0 6,006
OTHER EXPENSES 12,896 0 0 12,896
POSTAGE, MESSENGER, TELEPHONE AND FAX 8,500 0 0 8,500
STAFF TRAVEL 3,894 0 0 3,894


TY 2024 OtherIncomeSchedule2
Name:
CIVITELLA RANIERI FOUNDATION INC
EIN:
01-0718949
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
WINTER SESSION 291,343   291,343
OTHER INCOME 1,058   1,058


TY 2024 OtherIncreasesSchedule
Name:
CIVITELLA RANIERI FOUNDATION INC
EIN:
01-0718949
Description Amount
CHANGE IN UNREALIZED VALUE OF INVESTMENTS 901,368


TY 2024 OtherLiabilitiesSchedule
Name:
CIVITELLA RANIERI FOUNDATION INC
EIN:
01-0718949
Description Beginning of Year - Book Value End of Year - Book Value
TENANT SECURITY 2,750 2,750
OPERATING LEASE LIABILITY 2,015,819 1,844,385


TY 2024 OtherProfessionalFeesSchedule
Name:
CIVITELLA RANIERI FOUNDATION INC
EIN:
01-0718949
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 176,500 176,500 176,500 0
OTHER PROFESSIONAL FEES - U.S. 73,437 0 0 73,437


TY 2024 TaxesSchedule
Name:
CIVITELLA RANIERI FOUNDATION INC
EIN:
01-0718949
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 27,025 0 0 0
FOREIGN TAXES PAID 2,686 2,686 2,686 0