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

45-3723185
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,458,966
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) 200,970
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,541 2,541  
4 Dividends and interest from securities... 115,459 115,459  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 315,006
b Gross sales price for all assets on line 6a 2,105,867
7 Capital gain net income (from Part IV, line 2)... 504,591
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)....... 77 77  
12 Total. Add lines 1 through 11........ 634,053 622,668  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 33,145 33,145    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,584 84    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 30,469 5   30,464
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,198 33,234   30,464
25 Contributions, gifts, grants paid....... 200,000 200,000
26 Total expenses and disbursements. Add lines 24 and 25 265,198 33,234   230,464
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 368,855
b Net investment income (if negative, enter -0-) 589,434
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.............      
2 Savings and temporary cash investments......... 119,643 154,210 154,210
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,349,576 Click to see attachment
List of Attached Documents:
// Content
3,711,458
5,148,685
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).......... 189,796 Click to see attachment
List of Attached Documents:
// Content
162,202
156,071
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) 3,659,015 4,027,870 5,458,966
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,659,015 4,027,870
29 Total net assets or fund balances (see instructions)..... 3,659,015 4,027,870
30 Total liabilities and net assets/fund balances (see instructions). 3,659,015 4,027,870
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
3,659,015
2
Enter amount from Part I, line 27a .....................
2
368,855
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,027,870
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,027,870
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      
b SKYBRIDGE MULTI-ADVISOR P   2024-04-30
c SKYBRIDGE MULTI-ADVISOR P   2024-10-31
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 2,081,937   1,573,682 508,255
b 12,888   14,458 -1,570
c 11,042   13,136 -2,094
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       508,255
b       -1,570
c       -2,094
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 2 504,591
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 8,193
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 8,193
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,193
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,578
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,578
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 6,615
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE
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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Christine D'Amico Co- Pres, Dir
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Paul D'Amico Dir, Sec, Co- Pres
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (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
4,945,490
b
Average of monthly cash balances.......................
1b
129,684
c
Fair market value of all other assets (see instructions)................
1c
169,533
d
Total (add lines 1a, b, and c).........................
1d
5,244,707
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,244,707
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
78,671
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,166,036
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
258,302
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
258,302
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,193
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,193
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
250,109
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
250,109
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
250,109
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
230,464
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
230,464
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 7 250,109
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 58,558
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$ 230,464
a Applied to 2023, but not more than line 2a 58,558
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..... 171,906
e Remaining amount distributed out of corpus 0
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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 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 ..........
78,203
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 ......
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.... 0
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).)
Christine D'Amico
Paul D'Amico
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

AMERICAN NATIONAL RED CROSS

PO BOX 37839
BOONE,IA50037
N/A PC Disaster relief FUND 30,000

BREAST CANCER ALLIANCE INC

48 MAPLE AVE
GREENWICH,CT06830
N/A PC Programs and services to improve survival rates and quality of life for those impacted by breast cancer 5,000

CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC

238 JEWETT AVE
BRIDGEPORT,CT06606
N/A PC Provide food, housing, mental health, adoption, immigration & family support services to the needy and vulnerable 5,500

CHARITY WATER

230 FRANKLIN RD STE 11-II
FRANKLIN,TN37064
N/A PC Bring clean and safe drinking water to people in developing nations 25,000

CHRISTIAN HERALD ASSN INC

PO BOX 2000 THE MURRAY HILL STA
NEW YORK,NY10156
N/A PC FUNDS FOR Food, shelter, clothing and related programs for the homeless and need 25,000

EAST HARLEM TUTORIAL PROGRAM INC

2050 2ND AVE
NEW YORK,NY10029
N/A PC Prepare students with the academic skills, strength of character, and emotional well-being to excel in high school and college, to lead in their communities, and to realize their best possible selves 10,000

FEEDING AMERICA

161 N CLARK ST SUITE 700
CHICAGO,IL60601
N/A PC Provide food to food pantries and meal programs in communities across America, and support programs that improve food security 5,000

FOOD BRIGADE INC

33 E MIDLAND AVE UNIT 214
PARAMUS,NJ07653
N/A PC Build and operate a network of providers and volunteers who assist in the acquisition, transport, preparation, distribution, and delivery of meals and food to those in need 5,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007
N/A PC Programs and services to help people whose lives and livelihoods are shattered by conflict and disaster to survive, recover and gain control of their future 25,000

MEALS ON WHEELS AMERICA

1550 CRYSTAL DR STE 1004
ARLINGTON,VA22202
N/A PC Deliver nutritious meals, friendly visits and safety checks that enable America's seniors to live nourished lives with independence and dignity 2,500

MEDECINS SANS FRONTIERES USA INC

40 RECTOR ST 16TH FL
NEW YORK,NY10006
N/A PC Care for people affected by conflict, disease outbreaks, natural and human-made disasters, and exclusion from health care around the world 10,000

MERCY SHIPS INTERNATIONAL

PO BOX 2020
LINDALE,TX75771
N/A PC Life changing medical services to those in need 25,000

MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH

GRAND CENTRAL STA PO BOX 4777
NEW YORK,NY10163
N/A PC Parkinson's disease research and the development of improved therapies for those living with Parkinson's 5,000

NEIGHBOR TO NEIGHBOR INC

248 E PUTNAM AVE
GREENWICH,CT06830
N/A PC Provide food, clothing and essentials to those in need 10,000

NEW YORK CITY MISSION SOCIETY

PO BOX 1721 2266 5TH AVE
NEW YORK,NY10037
N/A PC Programs and services that improve the lives of children, youth, and families in New York City's most underserved communities 5,000

PET RESCUE INCORPORATED

7 HARRISON AVE
HARRISON,NY10528
N/A PC Aid homeless, abandoned or neglected dogs and cats and find them caring responsible homes 2,000

RACE TO ERASE MS

1875 CENTURY PARK E STE 980
LOS ANGELES,CA90067
N/A PC Funding research and therapeutic approaches to eradicate Multiple Sclerosis 5,000
Total .................................right arrow 3a 200,000
bApproved for future payment
Total ................................. right arrow 3b  
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 2,541  
4 Dividends and interest from securities ....     14 115,459  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 315,006  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS
    01 77  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   433,083  
13Total. Add line 12, columns (b), (d), and (e)..................
13
433,083
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


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


Software ID:  
Software Version:  


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

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Amicus Amico Foundation
 
Employer identification number

45-3723185
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
Amicus Amico Foundation
 
Employer identification number
45-3723185
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
D'Amico Paul
55 Walls Drive 3rd Floor
 
Fairfield, CT06824

$ 200,970


(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
Amicus Amico Foundation
 
Employer identification number

45-3723185
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
1
NVIDIA CORP NVDA, 720 sh. $ 99,771 2024-10-30
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
META PLATFORMS INC META, 170 sh. $ 101,199 2024-10-30
(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
Amicus Amico Foundation
 
Employer identification number

45-3723185
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:  

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TY 2024 DepreciationSchedule
Name:
Amicus Amico Foundation
EIN:
45-3723185
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 InvestmentsCorpStockSchedule
Name:
Amicus Amico Foundation
EIN:
45-3723185
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 11,551 12,103
ABBVIE INC 13,988 20,258
ACCENTURE PLC 20,719 26,215
ADOBE SYSTEMS, INC 6,378 6,926
AIRBNB 7,017 6,769
ALCON INC 6,562 7,991
ALIBABA GROUP HOLDING LTD 39,930 15,686
ALPHABET INC CL A 12,356 14,146
ALPS/SMITH TOTAL RETURN BOND F 194,542 185,612
AMAZON COM 61,910 175,512
AMEREN CORPORATION 3,807 5,137
AMERICAN ELECTRIC POWER INC 3,432 5,073
AMETEK INC 1,417 1,520
ANALOG DEVICES INC 9,752 14,461
ANSYS INC 718 1,200
APPLE INC 13,676 37,313
ARCH CAPITAL GROUP LTD 1,976 4,202
ARES MANAGEMENT CORPORATION 1,790 3,091
ASML HOLDING NV NY REG SHS 7,922 11,089
AT&T, INC 9,450 14,140
AUTODESK, INC 1,598 2,610
AUTOMATIC DATA PROCESSING INC 9,379 13,910
AVALONBAY CMNTYS INC 4,515 4,625
AVERY DENNISON CORP 3,017 4,304
BANK NEW YORK MELLON CORP COM 8,263 12,370
BANK OF AMERICA CORP 14,859 19,250
BARON REAL ESTATE FD INSTI SHS 92,811 145,822
BECTON DICKINSON & CO 4,509 4,427
BERKLEY W R CP 1,081 1,169
BLACKROCK INC 45,872 87,134
BNY MELLON INTL STOCK FUND 154,724 140,127
BOOZ ALLEN HAMILTON HOLDING CO 2,588 3,604
BRISTOL-MYERS SQUIBB CO 11,463 11,651
BROADCOM INC 3,598 23,173
BROOKFIELD ASSET MANAGEMENT LT 998 2,208
BROOKFIELD CORP ORD SHS CL A 5,234 10,743
BROOKFIELD INFRASTRUCTURE CORP 5,164 5,681
BROOKFIELD RENEWABLE CORPORATI 1,473 1,704
BROWN & BROWN INC 3,182 7,308
CARMAX INC 3,051 3,823
CBRE GROUP 2,265 5,644
CCC INTELLIGENT SOLUTIONS HOLD 2,004 2,041
CHEVRON CORP 15,668 17,670
CHUBB LIMITED 7,738 14,644
CISCO SYSTEMS INC 12,223 18,530
CME GROUP, INC 8,411 11,677
CMS ENERGY CP 2,013 3,199
COMCAST CORP 17,605 16,851
CONOCOPHILLIPS 3,275 3,570
COPART INC 3,549 10,158
COSTAR GROUP, INC 6,706 6,234
COSTCO WHOLESALE CORPORATION 43,249 52,227
CSX CORP 4,714 4,615
CUMMINS INC 3,547 5,421
DOMINOS PIZZA INC 2,797 3,800
DTE ENERGY CO COM 1,828 2,898
EATON CORP PLC 6,651 13,709
EBAY INC 4,358 5,014
ELI LILLY & CO 34,522 38,348
ENTEGRIS INC 670 589
ENTERGY CORP 6,839 9,300
EOG RESOURCES INC 5,421 9,532
EQUINIX, INC 7,444 13,469
ESC GCI LIBERTY INC SR    
EXXON MOBIL CORP 14,283 19,363
FAIR ISSAC & CO INC 3,924 6,011
FASTENAL COMPANY 1,196 2,322
FINANCIAL SELECT SECTOR SPDR F 135,711 229,230
FIRST TRUST DORSEY WRIGHT FOCU 21,673 53,095
FLOOR AND DECOR HOLDINGS 579 579
GALLAGHER ARTHUR J & CO 2,330 2,344
GARTNER INC 2,221 5,063
GDS HOLDINGS LTD 39,255 99,554
GENERAL MILLS INC 7,761 7,397
GRACO INC 851 862
GRAINGER W W INC 3,155 14,652
HEICO CP CL A 5,864 9,433
HILTON WORLDWIDE HOLDINGS, INC 3,777 9,644
HOME DEPOT INC 10,768 20,504
HONEYWELL INTL 11,633 17,338
HYATT HOTELS CORP 971 2,024
ICON PLC - AMERICAN DEPOSITARY 3,086 3,006
IDEXX CORP 954 1,654
ILLINOIS TOOL WORKS 9,012 9,182
INTERCONTINENTAL EXCHANGE, INC 2,971 4,007
INTERNATIONAL BUSINESS MACHINE 9,294 15,084
INTUIT 9,351 12,158
INTUITIVE SURGICAL 8,336 14,243
INVESCO S&P 500 EQUAL WEIGHT E 104,928 118,280
INVESCO S&P 500 PURE VALUE ETF 75,708 93,187
ISHARES MSCI USA MIN VOLATILIT 61,919 67,480
ISHARES TRUST - ISHARES MSCI A 55,945 58,002
ISHARES TRUST RUSSELL 1000 GRO 2,141 2,060
JOHNSON & JOHNSON 16,963 16,921
JP MORGAN CHASE 48,595 76,707
JPMORGAN EMERGING MKTS EQUITY 123,380 127,941
JPMORGAN EQUITY INCOME FUND SE 277,369 289,057
KKR & CO INC 2,266 10,358
KLA TENCOR CORP 1,872 7,820
LAM RESEARCH CORP 4,531 4,984
LENNAR CORP 1,648 3,682
LIBERTY MEDIA CORP- SER A 637 994
LIBERTY MEDIA CORP - SER C 1,204 3,014
LINDE PLC COM 7,168 10,375
LIVE NATION INC COM 2,598 5,389
LOCKHEED MARTIN CORP 5,407 8,261
MARKEL CORP 2,955 5,270
MARSH AND MCLENNAN COMPANIES I 17,273 27,401
MARTIN MARIETTA MATLS INC 3,411 5,036
MASTERCARD INC 24,729 36,860
MCDONALD'S CORP 10,710 15,422
MEDTRONIC PLC 7,732 7,444
MERCADOLIBRE, INC 60,512 66,317
MERCK & CO INC 8,714 10,047
META PLATFORMS INC 15,018 42,184
MICROCHIP TECHNOLOGY INC 3,152 2,368
MICROSOFT CORP 68,248 165,650
MONDELEZ INTERNATIONAL INC 7,724 7,108
MONSTER BEVERAGE CORP 6,527 9,356
MOODYS CORP 757 1,467
MORGAN STANLEY 11,096 14,081
MSCI INC 2,583 4,434
NASDAQ 100 EQUAL WEIGHTED INDE 41,929 42,236
NETFLIX INC 10,813 26,672
NEXTERA ENERGY, INC 3,862 4,389
NORTHEAST UTIL 50,028 45,843
NORTHROP GRUMMAN CORP 8,798 11,107
NOVO NORDISK A S 2,370 2,314
NVIDIA CORP 8,146 65,399
O'REILLY AUTOMOTIVE INC 2,101 8,533
PACER US CASH COWS 100 ETF 27,956 28,974
PACKAGING CORP AMER 3,595 6,058
PALO ALTO NETWORKS INC 68,825 99,012
PARKER HANNIFIN CP 5,436 15,725
PAYPAL HOLDINGS, INC 9,524 13,400
PEPSICO INC 5,053 6,158
PERIMETER SOLUTIONS ORD SHS 522 920
PNC FINANCIAL GROUP INC 7,893 11,609
PPG INDUSTRIES INC 6,426 6,158
PRINCIPAL FDS, INC. MIDCAP FD 79,199 96,816
PRINCIPAL FUNDS, INC. BLUE CHI 116,380 220,578
PROCORE TECHNOLOGIES INC 1,225 1,134
PROCTER GAMBLE CO 11,531 18,944
PROGRESSIVE CORP OHIO 1,094 2,294
PRUDENTIAL JENNISON GLOBAL OPP 113,167 209,382
PUBLIC STORAGE INC 3,456 3,593
PUBLIC SVC ENTERPRISE GROUP IN 3,724 4,697
RAYTHEON TECHNOLOGIES CORP 5,803 9,941
ROPER INDUSTRIES 3,641 4,964
ROSS STORES, INC 1,037 1,375
RYAN SPECIALTY GROUP HOLDINGS 629 580
S&P GLOBAL INC COM 46,091 71,518
SALESFORCE.COM 12,920 19,742
SBA COMMUNICATIONS CORP 616 592
SELECT SECTOR SPDR-HEALTH CARE 126,067 159,581
SHERWIN-WILLIAMS CO 8,319 11,208
SHOPIFY INC 34,882 49,656
SOUTHERN CO 8,060 9,631
SPDR S&P 500 ETF TRUST 28,252 27,382
SPRD EURO STOXX 50 ETF 55,962 52,676
STARBUCKS CORP COM 3,918 3,820
STRYKER CORPORATION 7,309 11,737
SYNOPSYS, INC 34,927 30,092
TAIWAN SEMICONDUCTOR MFG CO LT 11,144 13,616
TARGET CORPORATION 9,926 10,891
TESLA MOTORS INC 6,169 13,597
TEXAS INSTRUMENTS INC 3,508 6,750
THE BLACKSTONE GROUP INC CL A 1,875 4,483
THE COCA-COLA CO 10,943 11,767
THERMO FISHER SCIENTIFIC INC 6,424 13,388
TJX COMPANIES INC 7,633 9,479
TRANE TECHNOLOGIES PLC 38,363 41,509
TRANSDIGM GRP INC 3,745 10,468
TYLER TECHNOLOGIES, INC 3,063 4,147
UBER 6,360 9,289
UNION PACIFIC 18,418 22,186
UNITEDHEALTH GROUP INC 40,970 60,666
VAIL RESORTS INC 1,738 1,806
VALERO ENERGY CORP 6,842 8,834
VANGUARD FTSE DEVELOPED MARKET 49,422 48,820
VANGUARD FTSE EUROPEAN ETF 20,736 21,072
VANGUARD VALUE ETF 34,918 37,415
VEEVA SYSTEMS INC 3,430 3,710
VERALTO CORPORATION 521 513
VERISIGN INC 541 618
VERISK ANALYTICS, INC 519 1,475
VISA INC 23,673 47,722
VULCAN MATERIALS CO 3,973 7,607
WAL-MART STORES INC 12,492 26,708
WALT DISNEY HOLDINGS CO 8,790 10,259
WASTE CONNECTIONS 2,166 2,068
WASTE MANAGEMENT INC 4,981 9,218
WATERS CORP 1,187 1,510
WEC ENERGY GROUP, INC 2,922 4,326
WELLS FARGO & CO 10,956 16,366
WIX COM LTD 739 1,140
WORKDAY INC 11,491 12,393
ZOETIS INC 5,249 9,496

TY 2024 InvestmentsOtherSchedule2
Name:
Amicus Amico Foundation
EIN:
45-3723185
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SKYBRIDGE MULTI-ADVISOR   162,202 156,071

TY 2024 OtherExpensesSchedule
Name:
Amicus Amico Foundation
EIN:
45-3723185
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 30,439     30,439
Bank Charges 5 5    
State or Local Filing Fees 25     25


TY 2024 OtherIncomeSchedule2
Name:
Amicus Amico Foundation
EIN:
45-3723185
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Class Action Lawsuit Proceeds 77 77  


TY 2024 OtherProfessionalFeesSchedule
Name:
Amicus Amico Foundation
EIN:
45-3723185
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 33,145 33,145    


TY 2024 TaxesSchedule
Name:
Amicus Amico Foundation
EIN:
45-3723185
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 1,500      
Foreign Tax Paid 84 84