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
THE ALEXANDER BODINI FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)825 FIFTH AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10065
A Employer identification number

20-3286810
B Telephone number (see instructions)

(212) 826-9700
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$9,250,165J 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) 851,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 212,869 212,869  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 319,665
b Gross sales price for all assets on line 6a 3,854,843
7 Capital gain net income (from Part IV, line 2)... 319,665
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).......      
12 Total. Add lines 1 through 11........ 1,383,534 532,534  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
17,867 11,842   6,025
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
74,214 74,214   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,461 0   971
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
4,761 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19,340 0   18,400
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 124,643 86,056   25,396
25 Contributions, gifts, grants paid....... 1,466,862 1,466,862
26 Total expenses and disbursements. Add lines 24 and 25 1,591,505 86,056   1,492,258
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -207,971
b Net investment income (if negative, enter -0-) 446,478
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............. 7,560 3,794 3,794
2 Savings and temporary cash investments......... 727,775 193,971 193,971
3 Accounts receivable right arrow20,795
Less: allowance for doubtful accounts right arrow   18,960 20,795 20,795
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 arrow150,193
Less: allowance for doubtful accounts right arrow0 170,512 150,193 150,193
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 237    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,477,029 Click to see attachment
List of Attached Documents:
// Content
5,541,486 		5,541,486
c Investments—corporate bonds (attach schedule)....... 1,824,123 Click to see attachment
List of Attached Documents:
// Content
1,828,998 		1,828,998
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).......... 1,881,942 Click to see attachment
List of Attached Documents:
// Content
1,495,797 		1,495,797
14 Land, buildings, and equipment: basis right arrow33,329
Less: accumulated depreciation (attach schedule) right arrow18,198 19,892 Click to see attachment
List of Attached Documents:
// Content
15,131 		15,131
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,128,030 9,250,165 9,250,165
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................   25,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 1,235,000 Click to see attachment
List of Attached Documents:
// Content
1,150,000
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
21,599 		Click to see attachment
List of Attached Documents:
// Content
28,852
23 Total liabilities (add lines 17 through 22)......... 1,256,599 1,203,852
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........... 7,871,431 8,046,313
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)..... 7,871,431 8,046,313
30 Total liabilities and net assets/fund balances (see instructions). 9,128,030 9,250,165
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
7,871,431
2
Enter amount from Part I, line 27a .....................
2
-207,971
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
400,730
4
Add lines 1, 2, and 3 ..........................
4
8,064,190
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
17,877
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,046,313
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 PUBLICLY TRADED SECURITIES      
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 1,551,465   1,092,195 459,270
b 2,303,378   2,442,983 -139,605
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       459,270
b       -139,605
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 2 319,665
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 6,206
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 6,206
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 6,206
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 349
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 3,445
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,445 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 arrowDE, NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowACP Telephone no.right arrow (212) 826-9700

Located atright arrow460 PARK AVENUENYNY ZIP+4right arrow10022
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
DANIELE D BODINI PRESIDENT
5.00 		0 0 0
825 FIFTH AVENUE
NEW YORK,NY10065
ANGIE LO TREASURER
1.00 		0 0 0
460 PARK AVENUE - 11TH FLOOR
NEW YORK,NY10022
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
8,771,936
b
Average of monthly cash balances.......................
1b
244,053
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
9,015,989
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
9,015,989
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
135,240
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,880,749
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
444,037
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
444,037
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,206
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,206
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
437,831
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
437,831
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
437,831
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
1,492,258
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
1,492,258
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 7 437,831
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,140,646
b From 2020...... 659,824
c From 2021...... 732,736
d From 2022...... 855,566
e From 2023...... 1,100,612
f Total of lines 3a through e ........ 4,489,384
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,492,258
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 437,831
e Remaining amount distributed out of corpus 1,054,427
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 5,543,811
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		1,140,646
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		4,403,165
10 Analysis of line 9:
a Excess from 2020.... 659,824
b Excess from 2021.... 732,736
c Excess from 2022.... 855,566
d Excess from 2023.... 1,100,612
e Excess from 2024.... 1,054,427
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN ITALIAN CANCER FOUNDATION

112 E 71ST STREET SUITE 2B
NEW YORK,NY10021 		  PC GENERAL SUPPORT; FELLOWSHIP; AND SCIENTIFIC PRIZE 262,500

AMERICAN MUSEUM OF NATURAL HISTORY

200 CENTRAL PRK W
NEW YORK,NY10024 		  PC GENERAL SUPPORT 1,000

BALLET THEATRE FOUNDATION INC

809 BROADWAY 3RD FLOOR
NEW YORK,NY10003 		  PC GENERAL SUPPORT 15,000

BUFFALO BILL CENTER OF THE WEST

720 SHERIDAN AVENUE
CODY,WY82414 		  PC GENERAL SUPPORT 15,000

CATHOLIC CHARITIES

1011 FIRST AVENUE 11TH FLOOR
NEW YORK,NY10022 		  PC GENERAL SUPPORT 10,000

CHAPIN SCHOOL

100 E END AVE
NEW YORK,NY10028 		  PC GENERAL SUPPORT 15,000

COLUMBIA UNIVERSITY

622 W 113TH ST MC4520
NEW YORK,NY10025 		  PC FELLOWSHIP AND COMPETITION PRIZE 170,000

CROHN'S & COLITIS FOUNDATION

733 THIRD AVENUE 510
NEW YORK,NY10017 		  PC GENERAL SUPPORT 45,000

DUTCHESS LAND CONSERVANCY

PO BOX 138
MILLBROOK,NY12545 		  PC GENERAL SUPPORT 10,000

FOUNDATION FOR BAN KI MOON CENTRE

112 EAST 71ST STREET 2A
NEW YORK,NY10021 		  PC GENERAL SUPPORT 100,000

FOUNDATION FOR ITALIAN ART & CULTURE

460 PARK AVENUE
NEW YORK,NY10022 		  PC GENERAL SUPPORT AND OPERA ITALIANA IS IN THE AIR 88,362

FRIENDS OF SAN PATRIGNANO

460 PARK AVENUE
NEW YORK,NY10022 		  PC GENERAL SUPPORT 210,000

GALLERIA BORGHESE FOUNDATION

112 E 71ST ST
NEW YORK,NY10021 		  PC SCHOLARSHIP 25,000

INNER CITY SCHOLARSHIP FUND

1011 FIRST AVENUE SUITE 1800
NEW YORK,NY10022 		  PC GENERAL SUPPORT 15,000

ITALIAN ACADEMY

1161 AMSTERDAM AVENUE
NEW YORK,NY10027 		  PC FELLOWSHIP 50,000

NEW YORK PRESBYTERIAN FUND INC

850 THIRD AVENUE 12TH FLOOR
NEW YORK,NY10022 		  PC GENERAL SUPPORT AND SUPPORT DR. AVERY'S RESEARCH PROGRAM 105,000

PALAZZO STROZZI FOUNDATION USA

1 WILLIAM ST FL 3
NEW YORK,NY10004 		  PC FELLOWSHIP 25,000

PATH TO PEACE FOUNDATION

25 E 39TH STREET
NEW YORK,NY10016 		  PC GENERAL SUPPORT 20,000

ROBERT F KENNEDY HUMAN RIGHTS

88 PINE STREET SUITE 801
NEW YORK,NY10005 		  PC RIPPLE OF HOPE AWARD 15,000

SAVE VENICE INC

133 EAST 58TH STREET 501
NEW YORK,NY10022 		  PC GENERAL SUPPORT 50,000

SCHOOL OF AMERICAN BALLET

70 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		  PC GENERAL SUPPORT 25,000

THE CARDINAL'S APPEAL

1011 1ST AVE FL 17
NEW YORK,NY10022 		  PC ANNUAL STEWARDSHIP APPEAL 50,000

THE FRICK COLLECTION

1 E 70TH STREET
NEW YORK,NY10021 		  PC DIRECTOR'S CIRCLE 35,000

THE NATIONAL ITALIAN AMERICAN FOUNDATION

1860 19TH STREET NW
WASHINGTON,DC20009 		  PC SCHOLARSHIP 10,000

THE NATURE CONSERVANCY IN WYOMING

4245 FAIRFAX DRIVE
ARLINGTON,VA22203 		  PC GENERAL SUPPORT 15,000

TRINITY SCHOOL NYC

139 W 91ST STREET
NEW YORK,NY10024 		  PC EDUCATIONAL GRANT 50,000

UNCA AWARDS COMMITTEE

405 EAST 42ND STREET ROOM S-308
NEW YORK,NY10017 		  PC ELIZABETH NEUFFER MEMORIAL PRIZE 35,000
Total .................................right arrow 3a 1,466,862
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 212,869  
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 ............ 		    18 319,665  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 532,534 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
532,534
(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
THE ALEXANDER BODINI FOUNDATION
 
Employer identification number

20-3286810
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
THE ALEXANDER BODINI FOUNDATION
  		Employer identification number
20-3286810
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
ACP HOLDINGS INC
 
460 PARK AVENUE
 
NEW YORK, NY10022

$ 835,000


(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
THE ALEXANDER BODINI FOUNDATION
  		Employer identification number

20-3286810
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
THE ALEXANDER BODINI FOUNDATION
  		Employer identification number

20-3286810
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:
THE ALEXANDER BODINI FOUNDATION
EIN:
20-3286810
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 17,867 11,842   6,025

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

TY 2024 DepreciationSchedule
Name:
THE ALEXANDER BODINI FOUNDATION
EIN:
20-3286810
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
FURNITURE 2020-06-30 33,329 13,437 SL 7.000000000000 4,761 0    

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE ALEXANDER BODINI FOUNDATION
EIN:
20-3286810
Name of Bond End of Year Book Value End of Year Fair Market Value
EXXON MOBIL CORPORATION 2.992% 03/19/2025 34,891 34,891
FLORIDA POWER & LIGHT CO 2.85% 04/01/2025 24,880 24,880
UNITED PARCEL SERVICE 3.9% 04/01/2025 24,959 24,959
AMERIPRISE FINANCIAL, INC. 3.0% 04/02/2025 39,829 39,829
3M COMPANY 2.65% 04/15/2025 19,867 19,867
ALTRIA GROUP, INC. 2.35% 05/06/2025 24,783 24,783
CATERPILLAR FINL SERVICE MTN 1.45% 05/15/2025 39,561 39,561
STEEL DYNAMICS, INC. 2.4% 06/15/2025 8,894 8,894
CANADIAN NATIONAL RAILWAY COMP 2.75% 03/01/2026 19,599 19,599
SHELL INTERNATIONAL FINANCE B. 2.875% 05/10/2026 9,777 9,777
CROWN CASTLE INTERNATIONAL COR 3.7% 06/15/2026 14,758 14,758
SPECTRA ENERGY PARTNERS 3.375% 10/15/2026 1,953 1,953
BROADCOM CORPORATION 3.875% 01/15/2027 1,969 1,969
MORGAN STANLEY 3.625% 01/20/2027 6,873 6,873
S&P GLOBAL INC. 2.95% 01/22/2027 2,904 2,904
COMCAST CORPORATION 3.3% 02/01/2027 1,947 1,947
BRISTOL-MYERS SQUIBB COMPANY 3.25% 02/27/2027 2,926 2,926
VERIZON COMMUNICATIONS, INC. 3.0% 03/22/2027 2,898 2,898
UNITEDHEALTH GROUP INCORPORATE 3.375% 04/15/2027 2,923 2,923
BUNGE LTD FINANCE CORP 3.75% 09/25/2027 1,947 1,947
AMERISOURCEBERGEN CORP 3.45% 12/15/2027 17,417 17,417
AT&T INC. 4.1% 02/15/2028 1,958 1,958
HORMEL FOODS CORP 1.7% 06/03/2028 1,812 1,812
ENTERGY CORP 1.9% 06/15/2028 1,806 1,806
AMGEN INC. 1.65% 08/15/2028 2,682 2,682
WALMART INC. 1.5% 09/22/2028 2,695 2,695
THERMO FISHER SCIENTIFIC 1.75% 10/15/2028 2,698 2,698
NORTHEAST UTILITIES 3.15% 01/15/2025 26,980 26,980
THE WILLIAMS COMPANIES, INC. 3.9% 01/15/2025 55,977 55,977
AIR LEASE CORPORATION MTN 2.3% 02/01/2025 3,990 3,990
LABORATORY CORPORATION OF AMER 3.6% 02/01/2025 25,972 25,972
DOMINION ENERGY INC 3.3% 03/15/2025 26,899 26,899
CHARLES SCHWAB CORPORATION 4.2% 03/24/2025 24,961 24,961
MOODYS CORPORATION 3.75% 03/24/2025 24,937 24,937
HERSHEY COMPANY 0.9% 06/01/2025 USD 29,525 29,525
MCDONALDS CORPORATION MTN 1.45% 09/01/2025 19,580 19,580
AUTOMATIC DATA PROCESSING, INC 3.375% 09/15/2025 14,880 14,880
DUKE ENERGY CORP 0.9% 09/15/2025 14,595 14,595
WALT DISNEY COMPANY (THE) MTN 3.15% 09/17/2025 29,701 29,701
GENERAL MOTORS FINL CO 6.05% 10/10/2025 29,249 29,249
WALT DISNEY COMPANY/THE 3.7% 10/15/2025 20,876 20,876
CSX CORPORATION 3.35% 11/01/2025 27,742 27,742
DOLLAR GENERAL CORPORATION 4.15% 11/01/2025 11,923 11,923
DOWDUPONT INC. 4.493% 11/15/2025 8,978 8,978
ZIMMER BIOMET HOLDINGS 3.05% 01/15/2026 USD SR LIEN 50,206 50,206
BANK OF AMERICA CORPORATION HYBRID 3.366% 01/23/2026 17,983 17,983
CITIGROUP INC. HYBRID 2.014% 01/25/2026 21,951 21,951
BANK OF AMERICA CORPORATION HYBRID MTN 02/13/2026 39,867 39,867
PHILIP MORRIS INTERNATIONAL IN 2.75% 02/25/2026 9,785 9,785
BHP FIN (USA) GUARANTEED DEB 6.42% 03/01/2026 9,184 9,184
ENTERGY ARKANSAS, LLC. 3.5% 04/01/2026 18,751 18,751
CITIGROUP INC. HYBRID 3.106% 04/08/2026 9,952 9,952
BOEING CO 3.1% 05/01/2026 13,647 13,647
REALTY INCOME CORP 4.875% 06/01/2026 30,075 30,075
WELLS FARGO & COMPANY MTN 4.1% 06/03/2026 34,624 34,624
ORACLE CORPORATION 2.65% 07/15/2026 14,547 14,547
BUNGE LIMITED FINANCE CORP 3.25% 8/15/26 2,931 2,931
CONSTELLATION BRANDS, INC. 3.7% 12/06/2026 1,965 1,965
AMERICAN TOWER CORP 2.75% 01/15/2027 2,881 2,881
GLOBAL PAYMENTS INC. 2.15% 01/15/2027 22,747 22,747
HUMANA INC 3.95% 03/15/2027 1,962 1,962
ASTRAZENECA PLC 3.125% 06/12/2027 25,181 25,181
NORTHROP GRUMMAN CORPORATION 3.25% 01/15/2028 46,829 46,829
APPLE INC. 1.4% 08/05/2028 1,795 1,795
INTEL CORPORATION 1.6% 08/12/2028 1,764 1,764
BERRY GLOBAL INC 1.57% 01/15/2026 52,110 52,110
AMGEN INC. 3.125% 05/01/2025 SR LIEN NEXT CALL DT. 02 01 27,845 27,845
NXP BV/NXP FDG/NXP USA 2.7% 05/01/2025 SER WI SR LIEN 32,773 32,773
PHILIP MORRIS INTERNATIONAL IN 1.5% 05/01/2025 SR LIEN 24,732 24,732
PFIZER INVESTMENT ENTERPRISES 4.65% 05/19/2025 SR LIEN 14,006 14,006
BOSTON SCIENTIFIC CORP 1.9% 06/01/2025 SR LIEN NEXT CALL 8,896 8,896
STRYKER CORP 1.15% 06/15/2025 SR LIEN NEXT CALL DT. 05 15 20,664 20,664
AMERICAN HONDA FINANCE MTN 1.2% 07/08/2025 USD SR 18,674 18,674
UNITEDHEALTH GROUP INC 3.75% 07/15/2025 USD SR LIEN 17,926 17,926
LOWE'S COMPANIES, INC. 4.4% 09/08/2025 USD SR LIEN S&P 8,987 8,987
AMERICAN HONDA FINANCE CORPORA MTN 5.8% 10/03/2025 17,129 17,129
ELEVANCE HEALTH, INC. 5.35% 10/15/2025 USD SR LIEN NEXT 26,104 26,104
IBM CORP 7.000000 10/30/2025 SR LIEN 29,564 29,564
PHILIP MORRIS INTL INC 5.0% 11/17/2025 USD SR LIEN S&P 12,047 12,047
MCKESSON CORP 0.9% 12/03/2025 USD SR LIEN NEXT CALL DT. 15,468 15,468
MORGAN STANLEY HYBRID MTN 02/18/2026 USD SR LIEN 20,938 20,938
JPMORGAN CHASE & CO. HYBRID 02/24/2026 USD SER VAR 32,887 32,887
OMNICOM GROUP INC. 3.6% 04/15/2026 USD SR LIEN NEXT 19,718 19,718
PFIZER INVESTMENT ENTERPRISES 4.45% 05/19/2026 USD SR 40,943 40,943
SABINE PASS LIQUEFACTION, LLC 5.875% 06/30/2026 USD 25,236 25,236
BHP BILLITON FINANCE (USA) LIM 5.25% 09/08/2026 USD SR 36,373 36,373
TRUIST FINANCIAL CORPORATION HYBRID MTN 10/28/2026 18,140 18,140
APPLIED MATERIALS INC 3.3% 04/01/2027 USD SR LIEN NEXT 36,054 36,054
NXP BV/NXP FDG/NXP USA 3.15% 05/01/2027 USD SR LIEN 22,114 22,114
QUALCOMM INCORPORATED 3.25% 05/20/2027 USD SR LIEN 47,653 47,653
UDR INC MTN 3.5% 07/01/2027 USD SR LIEN NEXT CALL DT. 04 53,277 53,277
BUNGE LTD FINANCE CORP 4.1% 01/07/2028 USD SR LIEN 45,056 45,056
JOHN DEERE CAPITAL CORPORATION MTN 1.5% 03/06/2028 9,086 9,086

TY 2024 InvestmentsCorpStockSchedule
Name:
THE ALEXANDER BODINI FOUNDATION
EIN:
20-3286810
Name of Stock End of Year Book Value End of Year Fair Market Value
FIDELITY 500 INDEX FUND 844,185 844,185
AES CORP 33,462 33,462
BANK OF NEW YORK MELLON CORP 230,490 230,490
CADENCE BANK COMMON STOCK USD 2.5 14,469 14,469
DANA INC 23,120 23,120
ENERGIZER HOLDINGS INC 90,714 90,714
FLOWSERVE CORP 103,536 103,536
FOX CORP - CLASS B 45,740 45,740
GATX CORP 69,732 69,732
HERC HOLDINGS INC 104,132 104,132
HEWLETT PACKARD ENTERPRISE 21,350 21,350
JOHNSON & JOHNSON 43,386 43,386
KRAFT HEINZ CO/THE 21,497 21,497
MADISON SQUARE GARDEN SPORTS C 67,704 67,704
MGM RESORTS INTERNATIONAL 27,720 27,720
MUELLER INDUSTRIES INC 23,808 23,808
NATIONAL FUEL GAS CO 91,020 91,020
PNC FINANCIAL SERVICES GROUP 38,570 38,570
SIRIUS XM HOLDINGS INC 4,925 4,925
ST JOE CO/THE 40,437 40,437
TEXTRON INC 145,331 145,331
TRINITY INDUSTRIES INC 77,220 77,220
VIATRIS INC 12,450 12,450
WELLS FARGO & CO 56,192 56,192
AMPCO-PITTSBURGH CORP 21,945 21,945
ASTEC INDUSTRIES INC 50,400 50,400
AZZ INC 81,920 81,920
CANTERBURY PARK HOLDING CORP 8,404 8,404
COMMERCIAL VEHICLE GROUP INC 2,480 2,480
CTS CORP 31,638 31,638
EDGEWELL PERSONAL CARE CO 47,040 47,040
FLUSHING FINANCIAL CORP 45,696 45,696
FULL HOUSE RESORTS INC 8,160 8,160
GARRETT MOTION INC 84,981 84,981
GENCOR INDUSTRIES INC 14,120 14,120
HYSTER-YALE MATERIALS 45,837 45,837
LIFECORE BIOMEDICAL INC 11,145 11,145
MODINE MANUFACTURING CO 34,779 34,779
MOOG INC-CLASS B 78,004 78,004
MUELLER WATER PRODUCTS INC-A 36,000 36,000
MYERS INDUSTRIES INC 22,080 22,080
PARAMOUNT GLOBAL - CLASS A 104,810 104,810
STEEL PARTNERS HOLDINGS LP 58,052 58,052
TEJON RANCH CO 19,080 19,080
TWIN DISC INC 82,250 82,250
US CELLULAR CORP 188,160 188,160
WTS AMPCO-PITTSBURGH CORP -CW25 1,350 1,350
BAUSCH HEALTH COMPANIES INC 19,344 19,344
CNH INDUSTRIAL NV 84,975 84,975
IBERDROLA SA 34,430 34,430
IVECO GROUP NV 16,482 16,482
MAPLE LEAF FOODS INC 21,150 21,150
SONY GROUP CORP - SP ADR 116,380 116,380
TELESAT CORP 98,640 98,640
TRATON SE 63,830 63,830
ARDAGH METAL PACKAGING SA 15,050 15,050
GRUPO TELEVISA SA-SPON ADR 47,040 47,040
GABELLI GLOBAL GROWTH-I 133,060 133,060
CRANE CO 53,113 53,113
ENPRO INC 17,245 17,245
HENRY SCHEIN INC 20,760 20,760
TEGNA INC 43,896 43,896
WALGREENS BOOTS ALLIANCE INC 9,330 9,330
ATLANTA BRAVES HOLDINGS IN-A 114,240 114,240
MADISON SQUARE GARDEN ENTERT 14,240 14,240
SINCLAIR INC 46,806 46,806
SPHERE ENTERTAINMENT CO 32,256 32,256
LIBERTY GLOBAL LTD-A 44,660 44,660
PERRIGO CO PLC 12,855 12,855
VODAFONE GROUP PLC-SP ADR 16,980 16,980
ISHARES RUSSELL TOP 200 G ETF (IWY) 35,761 35,761
COMM SERV SELECT SECTOR SPDR 51,987 51,987
CONSUMER STAPLES SPDR 22,089 22,089
CONSUMER DISCRETIONARY SELT 54,293 54,293
ENERGY SELECT SECTOR SPDR 19,616 19,616
FINANCIAL SELECT SECTOR SPDR 75,781 75,781
HEALTH CARE SELECT SECTOR 51,589 51,589
INDUSTRIAL SELECT SECT SPDR 34,389 34,389
VANGUARD INFO TECH ETF 165,399 165,399
ADVANCE AUTO PARTS INC 70,935 70,935
APA CORP 46,180 46,180
GE AEROSPACE 83,395 83,395
HEXCEL CORP 37,620 37,620
THE CAMPBELL'S COMPANY 16,752 16,752
DUCOMMUN INC 19,098 19,098
INNOVEX INTERNATIONAL INC 23,749 23,749
NATIONAL PRESTO INDS INC 19,684 19,684
STANDARD MOTOR PRODS 15,490 15,490
ALGONQUIN POWER & UTILITIES 80,100 80,100
SUNRISE COMMUNICAT-CL A 30,156 30,156
OLLAMANI SAB 8,513 8,513
VANGUARD FTSE EUROPE ETF (VGK) 12,440 12,440
WISDOMTREE TRUST JAPN HEDGE EQ (DXI) 9,816 9,816
ISHARES MSCI INTL VALUE FACTOR (IVLU) 11,007 11,007
1PMORGAN U.S. VALUE FACTOR ETF (JVAL) 24,667 24,667
SPDR S&P 500 ETF TRUST (SPY) 38,681 38,681
FIRST TRUST SMID CAP RIS DIV (SDVY) 6,023 6,023
GOLDMAN SACHS ACTIVEBETAEM (GEM) 6,990 6,990
ISHARES MSCI INTERNATIONAL Q (IQLT) 10,913 10,913
GQG PARTNERS EMRG MKTS EQ INS (GQGIX) 21,594 21,594
ISHARES CORE DIVIDEND GROWTH (DGRO) 23,248 23,248
ISHARES EDGE MSCI US QLTY FAC (QUAL) 27,248 27,248

TY 2024 InvestmentsOtherSchedule2
Name:
THE ALEXANDER BODINI FOUNDATION
EIN:
20-3286810
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKROCK HIGH YIELD-K FMV 93,354 93,354
PIMCO INCOME FUND-INS FMV 21,304 21,304
INVESCO CONSERVATIVE INC INST (ICIFX) FMV 11,502 11,502
WISDOMTREE FLOATING RATE THE (USFR) FMV 26,871 26,871
INVESCO FLOATING RATE ESG Y (AFRYX) FMV 15,078 15,078
JPMORGAN EQUITY PREMIUM INCO (JEPI) FMV 9,147 9,147
VANGUARD MORTGAGE-BACKED SEC FMV 232,458 232,458
ISHARES 7-10 YEAR TREASURY B FMV 115,655 115,655
JPMORGAN MORTGAGE-BACKED SEC I (OMBIX) FMV 55,379 55,379
VANGUARD INT-TERM CORPORATE FMV 156,527 156,527
TCW CORE FIX INCOME I (TGCFX) FMV 148,378 148,378
METROPOLITAN WEST LOW DUR BD I (MWLIX) FMV 30,557 30,557
VANGUARD TOTAL BOND MARKET FMV 358,184 358,184
FT VEST S&P 500 DIVIDEND ARI (KNG) FMV 4,418 4,418
JPM NASDAQ EQUITY PREMIUM (JEPQ) FMV 4,849 4,849
INVESCO OPTIMUM YIELD DIVERSIF (PDBC) FMV 6,612 6,612
COHEN & STEERS REALTY SHS INC (CSRSX) FMV 6,886 6,886
FIRSTTRST NASO CL EOG SGIIF (GRID) FMV 7,280 7,280
GLOBAL X US INF DEV ETF (PAVE) FMV 7,920 7,920
JPMORGAN HEDGED EQUITY I (JHEQX) FMV 9,439 9,439
NEUBERGER BERMAN LG SH INST (NLSIX) FMV 9,586 9,586
GLOBAL X MLP & ENERGY INFRAS (MLPX) FMV 16,351 16,351
GUGGENHEIM TOTAL RETURN BO I (GIBIX) FMV 148,062 148,062

TY 2024 LandEtcSchedule2
Name:
THE ALEXANDER BODINI FOUNDATION
EIN:
20-3286810
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE 33,329 18,198 15,131  


TY 2024 MortgagesAndNotesPayableSch
Name:
THE ALEXANDER BODINI FOUNDATION
EIN:
20-3286810
Total Mortgage Amount:  

Item No. 1
Lender's Name ACP GROUP HOLDINGS
Lender's Title  
Relationship to Insider PRESIDENT OF THE BOARD SERVES AS A BOARD MEMBER OF ACP GROUP HOLDINGS
Original Amount of Loan 250,000
Balance Due 0
Date of Note 2020-01
Maturity Date 2025-01
Repayment Terms PRINCIPAL DUE ON MATURITY
Interest Rate 0.000000000000
Security Provided by Borrower N/A
Purpose of Loan SUPPORT GRANTMAKING
Description of Lender Consideration CASH
Consideration FMV  

Item No. 2
Lender's Name ACP GROUP HOLDINGS
Lender's Title  
Relationship to Insider PRESIDENT OF THE BOARD SERVES AS A BOARD MEMBER OF ACP GROUP HOLDINGS
Original Amount of Loan 100,000
Balance Due 0
Date of Note 2020-05
Maturity Date 2025-05
Repayment Terms PRINCIPAL DUE ON MATURITY
Interest Rate 0.000000000000
Security Provided by Borrower N/A
Purpose of Loan SUPPORT GRANTMAKING
Description of Lender Consideration CASH
Consideration FMV  

Item No. 3
Lender's Name ACP GROUP HOLDINGS
Lender's Title  
Relationship to Insider PRESIDENT OF THE BOARD SERVES AS A BOARD MEMBER OF ACP GROUP HOLDINGS
Original Amount of Loan 180,000
Balance Due 0
Date of Note 2020-07
Maturity Date 2025-07
Repayment Terms PRINCIPAL DUE ON MATURITY
Interest Rate 0.000000000000
Security Provided by Borrower N/A
Purpose of Loan SUPPORT GRANTMAKING
Description of Lender Consideration CASH
Consideration FMV  


TY 2024 OtherDecreasesSchedule
Name:
THE ALEXANDER BODINI FOUNDATION
EIN:
20-3286810
Description Amount
FOREIGN EXCHANGE LOSS 9,424
DEFERRED FEDERAL EXCISE TAX 8,453


TY 2024 OtherExpensesSchedule
Name:
THE ALEXANDER BODINI FOUNDATION
EIN:
20-3286810
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FILING FEES 703 0   0
MISCELLANEOUS 18,400 0   18,400
OFFICE EXPENSE 237 0   0


TY 2024 OtherIncreasesSchedule
Name:
THE ALEXANDER BODINI FOUNDATION
EIN:
20-3286810
Description Amount
UNREALIZED LOSS ON INVESTMENTS 400,730


TY 2024 OtherLiabilitiesSchedule
Name:
THE ALEXANDER BODINI FOUNDATION
EIN:
20-3286810
Description Beginning of Year - Book Value End of Year - Book Value
FEDERAL EXCISE TAX PAYABLE-DEFERRED 14,099 22,552
FEDERAL EXCISE TAX PAYABLE-CURRENT 7,500 6,300


TY 2024 OtherProfessionalFeesSchedule
Name:
THE ALEXANDER BODINI FOUNDATION
EIN:
20-3286810
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT AND CUSTODY FEES 74,214 74,214   0


TY 2024 TaxesSchedule
Name:
THE ALEXANDER BODINI FOUNDATION
EIN:
20-3286810
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 8,461 0   971