Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
GIA MAIONE PRIMA FOUNDATION
C/O ANTHONY J SYLVESTER
Number and street (or P.O. box number if mail is not delivered to street address) 210 PARK AVENUE 2ND FLOOR
  Room/suite
City or town
FLORHAM PARK
State or province
NJ
Country  
ZIP or foreign postal code
07932
A Employer identification number

45-2504060
B Telephone number (see instructions)

9733029700
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$15,358,976J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments 4,050 4,050  
4 Dividends and interest from securities... 519,672 519,672  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 202,382
b Gross sales price for all assets on line 6a 5,458,117
7 Capital gain net income (from Part IV, line 2)... 202,382
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
84,942 84,942  
12 Total. Add lines 1 through 11........ 811,046 811,046  
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)......... Click to see attachment
List of Attached Documents:
// Content
65,462 1,610   63,852
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,834 0   12,834
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
231,426 135,984   95,442
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
22,368 7,368   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,888 0   1,888
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,598 2,377   16,221
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 352,576 147,339   190,237
25 Contributions, gifts, grants paid....... 728,673 728,673
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,081,249 147,339   918,910
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -270,203
b Net investment income (if negative, enter -0-) 663,707
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,151,065 337,943 337,943
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 579,196 Click to see attachment
List of Attached Documents:
// Content
722,881 		728,180
b Investments—corporate stock (attach schedule)....... 3,456,027 Click to see attachment
List of Attached Documents:
// Content
3,652,650 		5,257,117
c Investments—corporate bonds (attach schedule)....... 5,945,662 Click to see attachment
List of Attached Documents:
// Content
5,233,838 		5,350,910
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,187,110 Click to see attachment
List of Attached Documents:
// Content
3,101,545 		3,684,826
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,319,060 13,048,857 15,358,976
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 13,319,060 13,048,857
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 13,319,060 13,048,857
30 Total liabilities and net assets/fund balances (see instructions). 13,319,060 13,048,857
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
13,319,060
2
Enter amount from Part I, line 27a .....................
2
-270,203
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,048,857
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
13,048,857
Form 990-PF (2025)
Form 990-PF (2025)
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 SALE OF PUBLICLY TRADED SECURITIES P    
b SALE OF PUBLICLY TRADED SECURITIES D    
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 5,439,157   5,241,883 197,274
b 18,960   13,852 5,108
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       197,274
b       5,108
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 2 202,382
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 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 9,226
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 9,226
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 9,226
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 24,681
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 34,681
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 25,455
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax25,455 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
NJ
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofANTHONY J SYLVESTER Telephone no. (973) 302-9700

Located at210 PARK AVENUE 2ND FLOORFLORHAM PARKNJ ZIP+407932
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ANTHONY SYLVESTER PRESIDENT, TREASURER, TRUSTEE
10.00 		0 0 0
210 PARK AVENUE 2ND FLOOR
FLORHAM PARK,NJ07932
LINDA CONSOLAZIO SECRETARY, TRUSTEE
10.00 		0 0 0
210 PARK AVENUE 2ND FLOOR
FLORHAM PARK,NJ07932
KATHRYN KNIGHT TRUSTEE
10.00 		0 0 0
210 PARK AVENUE 2ND FLOOR
FLORHAM PARK,NJ07932
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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
SHERMAN ATLAS SYLVESTER & STAMELMAN LLP LEGAL AND ADMINISTRATIVE SERVICES 155,604
210 PARK AVENUE
FLORHAM PARK,NJ07932
MORGAN STANLEY INVESTMENT MANAGEMENT 77,998
300 CAMPUS DRIVE
FLORHAM PARK,NJ07932
BEACON INVESTMENT ADVISORY SERVICES INC INVESTMENT ADVISORY 57,986
163 MADISON AVENUE SUITE 600
MORRISTOWN,NJ07960
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
14,272,845
b
Average of monthly cash balances.......................
1b
622,483
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
14,895,328
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
14,895,328
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
223,430
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,671,898
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
733,595
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
733,595
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
9,226
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,226
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
724,369
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
724,369
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
724,369
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, line 26, column (d) ..........
1a
918,910
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
918,910
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 724,369
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 110,098
b From 2021...... 54,076
c From 2022...... 206,893
d From 2023...... 5,016
e From 2024...... 240,425
f Total of lines 3a through e ........ 616,508
4Qualifying distributions for 2025 from Part
XI, line 4: $ 918,910
a Applied to 2024, 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 2025 distributable amount..... 724,369
e Remaining amount distributed out of corpus 194,541
5 Excess distributions carryover applied to 2025. 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 5 811,049
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		110,098
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		700,951
10 Analysis of line 9:
a Excess from 2021 .... 54,076
b Excess from 2022 .... 206,893
c Excess from 2023 .... 5,016
d Excess from 2024 .... 240,425
e Excess from 2025 .... 194,541
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

SOUTHERN FOOD FOUNDATION - SHRIMP FESTIVAL

7529 ZIMPEL STREET
NEW ORLEANS,LA70118 		N/A   GENERAL SUPPORT 3,000

ACADIANA CENTER FOR THE ARTS INC

101 WEST VERMILION STREET
LAFAYETTE,LA70501 		N/A   GENERAL SUPPORT 15,206

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVENUE
DALLAS,TX75231 		N/A   GENERAL SUPPORT 2,500

BLACKAMERICANA FEST

1931 SOUTH LOPEZ STREET
NEW ORLEANS,LA70125 		N/A   GENERAL SUPPORT 10,000

BRUCE SPRINGSTEEN ARCHIVES & CENTER FOR AMERICAN MUSIC CORPORATION

400 CEDAR AVENUE
WEST LONG BRANCH,NJ07764 		N/A   GENERAL SUPPORT 62,500

COUNT BASIE THEATER INC

99 MONMOUTH ST
RED BANK,NJ07701 		N/A   GENERAL SUPPORT 10,000

CULTURAL CURRICULUM PROJECT

249 ROBERT STREET
NEW ORLEANS,LA70115 		N/A   GENERAL SUPPORT 10,750

FIRST TEE GREATER NEW ORLEANS

3201 GENERAL DE GAULLE DRIVE SUIE
102
NEW ORLEANS,LA70114 		N/A   GENERAL SUPPORT 20,160

ITALIAN AMERICAN MUSEUM OF CLEVELAND

3 SHOREBY DRIVE
BRATENAHL,OH44108 		N/A   GENERAL SUPPORT 20,000

JAZZ ARTS PROJECT

PO BOX 415
RED BANK,NJ07701 		N/A   GENERAL SUPPORT 750

JAZZ HOUSE KIDS

347 BLOOMFIELD AVE LOWER LEVEL
MONTCLAIR,NJ07042 		N/A   GENERAL SUPPORT 20,000

LOUISIANA MUSEUM FOUNDATION

1000 BOURBON STREET B429
NEW ORLEANS,LA70116 		N/A   GENERAL SUPPORT 3,000

LOUISIANA SPCA

1700 MARDI GRAS BLVD
NEW ORLEANS,LA70114 		N/A   GENERAL SUPPORT 10,000

LOVE OF PEOPLE CLINIC LOPC INC

428 HWY 182
SUNSET,LA70584 		N/A   GENERAL SUPPORT 10,000

LOYOLA UNIVERSITY

6363 ST CHAARLES AVENUE
NEW ORLEANS,LA70118 		N/A   GENERAL SUPPORT 2,500

MAX'S KANSAS CITY PROJECT INC

PO BOX 53
WOODSTOCK,NY12498 		N/A   GENERAL SUPPORT 3,000

MUSICS PROMISE INC

CO CFG-NY 45 MAIN STREET SUITE 7
BROOKLYN,NY11201 		N/A   GENERAL SUPPORT 5,000

NEW JERSEY PERFORMING ART CENTER

ONE CENTRE STREET
NEWARK,NJ07102 		N/A   GENERAL SUPPORT 39,500

NEW ORLEANS ARTS AND CULTURAL HOST COMMITTEE INC

1180 RAYMOND BLVD APT 23C
NEWARK,NJ07102 		N/A   GENERAL SUPPORT 10,000

NEW ORLEANS JAZZ & HERITAGE FOUNDATION INC

1205 N RAMPART ST
NEW ORLEANS,LA70115 		N/A   GENERAL SUPPORT 52,500

NJARTSNET

11 SKYTOP TERRACE
MONTCLAIR,NJ07043 		N/A   GENERAL SUPPORT 10,000

NOLA GIVING GIRL

7801 PEARL STREET
NEW ORLEANS,LA70118 		N/A   GENERAL SUPPORT 1,500

NORTH JERSEY BLUES SOCIETY

299 STONETOWN ROAD
RINGWOOD,NJ07456 		N/A   GENERAL SUPPORT 1,000

NORTHSHORE COMMUNITY FOUNDATION

807 N COLUMBIA STREET
COVINGTON,LA70443 		N/A   GENERAL SUPPORT 1,500

OCEAN COUNTY COLLEGE FOUNDATION

COLLEGE DRIVE PO BOX 2001
TOMS RIVER,NJ08754 		N/A   GENERAL SUPPORT 25,500

OTIS REDDING FOUNDATION INC

339 COTTON AVENUE
MACON,GA31201 		N/A   GENERAL SUPPORT 9,000

SAINT VINCENT ACADEMY

228 W MARKET STREET
NEWARK,NJ07103 		N/A   GENERAL SUPPORT 1,500

SECOND LINE ARTS COLLECTIVE

4313 LAKE TRAIL DRIV
KENNER,LA70065 		N/A   GENERAL SUPPORT 15,000

SOULSVILLE FOUNDATION

870 E MCLEMORE
MEMPHIS,TN38106 		N/A   GENERAL SUPPORT 10,000

SOUTH ORANGE PERFORMING ARTS CENTER INC

20 VALLEY STREET STE 220
SOUTH ORANGE,NJ07079 		N/A   GENERAL SUPPORT 6,000

THE ASCAP FOUNDATION INC

1900 BROADWAY
NEW YORK,NY10023 		N/A   GENERAL SUPPORT 6,000

THE HISTORIC ITALIAN HALL FOUNDATION

PO BOX 92465
PASADENA,CA91109 		N/A   GENERAL SUPPORT 6,500

THE HORNS PROJECT INC

102 WEST 85TH STREET SUITE 10H
NEW YORK,NY10024 		N/A   GENERAL SUPPORT 13,844

THE LOUISIANA PHILHARMONIC ORCHESTRA

1010 COMMON STREET SUITE 2120
NEW ORLEANS,LA70112 		N/A   GENERAL SUPPORT 35,000

THE NOCCA INSTITUTE

2800 CHARTRES ST
NEW ORLEANS,LA70117 		N/A   GENERAL SUPPORT 59,500

THE PHOENIX

2239 CHAMPA STREET
DENVER,CO80205 		N/A   GENERAL SUPPORT 5,000

TOMS RIVER SOUTH ALUMNI ASSOCIATION

707 UNION AVENUE
BRIELLE,NJ08730 		N/A   GENERAL SUPPORT 1,000

TONDER FESTIVAL

VESTERGADE 80 6270 TONDER
COPENHAGEN    
DA 		N/A   EDUCATIONAL COLLABORATION BETWEEN YOUNG TALENTED MUSICIANS FROM NEW ORLEANS AND COPENHAGEN WHICH ALSO ENABLED THEM TO PARTICIPATE IN AN INTERNATIONAL MUSIC FESTIVAL. 5,140

TROMBONE SHORTY FOUNDATION

650 POYDRAS STREET SUITE 2245
NEW ORLEANS,LA70130 		N/A   GENERAL SUPPORT 90,023

UPTOWN JAZZ ORCHESTRA

5208 MAGAZINE STREET SUITE 183
NEW ORLEANS,LA70115 		N/A   GENERAL SUPPORT 25,000

WARREN EASTON HIGH SCHOOL FOUNDATION INC

3019 CANAL STREET
NEW ORLEANS,LA70119 		N/A   GENERAL SUPPORT 15,300

WWOZ-SCHOOL GROOVE

1008 N PETERS STREET
NEW ORLEANS,LA70116 		N/A   GENERAL SUPPORT 75,000
Total ................................. 3a 728,673
bApproved for future payment

ALTON OSCHNER MEDICAL FOUNDATION
1516 JEFFERSON HIGHWAY
NEW ORLEANS,LA70121 		N/A   GENERAL SUPPORT 10,000

BLACK AMERICANA FEST
1931 SOUTH LOPEZ STREET
NEW ORLEANS,LA70125 		N/A   GENERAL SUPPORT 12,500

BRUCE SPRINGSTEEN ARCHIVES & CENTER FOR AMERICAN MUSIC CORPORATAION
1300 CLINTON SQUARE
ROCHESTER,NY14604 		N/A   GENERAL SUPPORT 89,660

CAROLYN DORFMAN DANCE COMPANY
2780 MORRIS AVENUE STE 2C
UNION,NJ07083 		N/A   GENERAL SUPPORT 250

COUNT BASIE THEATER INC
99 MONMOUTH ST
RED BANK,NJ07701 		N/A   GENERAL SUPPORT 12,500

EDUCATIONAL BROADCASTING FOUNDATION INC
2929 SOUTH CARROLLTON AVENUE
NEW ORLEANS,LA70118 		N/A   GENERAL SUPPORT 5,000

ELLIS MARSALIS CENTER FOR MUSIC
1901 BARTHOLOMEW STREET
NEW ORLEANS,LA70117 		N/A   GENERAL SUPPORT 17,000

FIRST TEE OF NEW ORLEANS
1050 S JEFFERSON DAVIS PKWY STE 237
NEW ORLEANS,LA70125 		N/A   GENERAL SUPPORT 20,000

FRIENDS OF FRANKLIN
2001 LEON C SIMON DRIVE
NEW ORLEANS,LA70122 		N/A   GENERAL SUPPORT 5,000

ITALIAN AMERICAN ST JOSEPH
126 SIERRA COURT
METAIRIE,LA70001 		N/A   GENERAL SUPPORT 2,500

ITALIAN EDUCATIONAL & CULTURAL CENTER - CASA COLOMBO
3809 MONMOUTH STREET
JERSEY CITY,NJ07302 		N/A   GENERAL SUPPORT 24,500

JAZZ HOUSE KIDS
347 BLOOMFIELD AVE LOWER LEVEL
MONTCLAIR,NJ07042 		N/A   GENERAL SUPPORT 55,000

LOUISIANA MUSEUM FOUNDATION
PO BOX 2458
NEW ORLEANS,LA70176 		N/A   GENERAL SUPPORT 4,145

LOUISIANA PHILHARMONIC ORCHESTRA
1010 COMMON STREET
NEW ORLEANS,LA70112 		N/A   GENERAL SUPPORT 35,000

LOUISIANA SPCA
1700 MARDI GRAS BLVD
NEW ORLEANS,LA70114 		N/A   GENERAL SUPPORT 15,270

MAX'S KANSAS CITY PROJECT INC
PO BOX 53
WOODSTOCK,NY12498 		N/A   GENERAL SUPPORT 3,000

MUSIC PROMISE INC - TIP-IT FOUNDATION
157 WEST 57TH STREET FL 48
NEW YORK,NY10019 		N/A   GENERAL SUPPORT 20,000

NEW JERSEY PERFORMING ARTS CENTER
ONE CENTER STREET
NEWARK,NJ07102 		N/A   GENERAL SUPPORT 27,500

NEW ORLEANS ACADEMY OF ART
5256 MAGAZINE STREET
NEW ORLEANS,LA70115 		N/A   GENERAL SUPPORT 2,340

NEW ORLEANS ARTS AND CULTURAL HOST COMMITTEE INC
1180 RAYMOND BLVD APT 23C
NEWARK,NJ07102 		N/A   GENERAL SUPPORT 10,000

NEW ORLEANS JAZZ & HERITAGE FOUNDATION INC
1205 N RAMPART ST
NEW ORLEANS,LA70115 		N/A   GENERAL SUPPORT 45,000

NJARTSNET
11 SKYTOP TERRACE
MONTCLAIR,NJ07043 		N/A   GENERAL SUPPORT 12,500

NOLA GIRL CHARITABLE
7801 PEARL STREET
NEW ORLEANS,LA70118 		N/A   GENERAL SUPPORT 2,000

NORTHSHORE COMMUNITY FOUNDATION
807 N COLUMBIA STREET
COVINGTON,LA70443 		N/A   GENERAL SUPPORT 5,000

OCEAN COUNTY COLLEGE FOUNDATION
COLLEGE DRIVE PO BOX 2001
TOMS RIVER,NJ08754 		N/A   GENERAL SUPPORT 25,000

ORLEANS PARISH SCHOOL NOLA PUBLIC SCHOOL FINE ARTS ASSESSEMENT
2401 WESTBEND PARKWAY STE 5055
NEW ORLEANS,LA70114 		N/A   GENERAL SUPPORT 5,000

OTIS REDDING FOUNDATION
339 COTTON AVENUE
MACON,GA31201 		N/A   GENERAL SUPPORT 14,000

POWER TO INSPIRE
56 WHITNEY STREET
CLOSTER,NJ07624 		N/A   GENERAL SUPPORT 11,300

PRESERVATION HALL
726 SAINT PETER
NEW ORLEANS,LA70116 		N/A   GENERAL SUPPORT 12,500

PROTECTING OUR LEGACY
400 CAPITAL CIRCLE SE 18302
TALLAHASSEE,FL32301 		N/A   GENERAL SUPPORT 2,500

ROOTS OF MUSIC
929 EUTERPE STREET
NEW ORLEANS,LA70130 		N/A   GENERAL SUPPORT 65,000

SAINT VINCENT ACADEMY
228 W MARKET STREET
NEWARK,NJ07103 		N/A   GENERAL SUPPORT 1,500

SECOND LINE ARTS COLLECTIVE
4313 LAKE TRAIL DRIVE
KENNER,LA70065 		N/A   GENERAL SUPPORT 15,000

SOULSVILLE FOUNDATIONSTAX MUSIC
870 E MCLEMORE
MEMPHIS,TN38106 		N/A   GENERAL SUPPORT 10,000

SOUTHERN FOOD FOUNDATION
7529 ZIMPEL STREET
NEW ORLEANS,LA70118 		N/A   GENERAL SUPPORT 3,500

TAKE ME TO THE RIVER EDUCATION INITIATIVE
235 MONTGOMERY ST STE 1220
SAN FRANCISCO,CA94104 		N/A   GENERAL SUPPORT 500

TCHIPITOULAS ART CORRIDOR
923 CONSTANCE STREET UNIT 308
NEW ORLEANS,LA70130 		N/A   GENERAL SUPPORT 5,000

THE NOCCA INSTITUTE
2800 CHARTRES ST
NEW ORLEANS,LA70117 		N/A   GENERAL SUPPORT 4,000

THE PHOENIX
60 STATE STREET
BOSTON,MA02109 		N/A   GENERAL SUPPORT 5,000

TOMS RIVER SOUTH ALUMNI ASSOCIATION
707 UNION AVENUE
BRIELLE,NJ08730 		N/A   GENERAL SUPPORT 1,000

TONDER FESTIVAL
VESTERGADE 80 6270 TONDER
COPENHAGEN    
DA 		N/A   EDUCATIONAL COLLABORATION BETWEEN YOUNG TALENTED MUSICIANS FROM NEW ORLEANS AND COPENHAGEN WHICH ALSO ENABLED THEM TO PARTICIPATE IN AN INTERNATIONAL MUSIC FESTIVAL. 15,000

TROMBONE SHORTY FOUNDATION
650 POYDRAS STREET SUITE 2245
NEW ORLEANS,LA70130 		N/A   GENERAL SUPPORT 30,000

UPTOWN JAZZ ORCHESTRA
5208 MAGAZINE STREET SUITE 183
NEW ORLEANS,LA70115 		N/A   GENERAL SUPPORT 25,000

WARREN EASTON HIGH SCHOOL FOUNDATION INC
3019 CANAL STREET
NEW ORLEANS,LA70119 		N/A   GENERAL SUPPORT 15,500

WWOZ-SCHOOL GROOVE
1008 N PETERS STREET
NEW ORLEANS,LA70116 		N/A   GENERAL SUPPORT 25,000
Total ................................. 3b 726,965
Form 990-PF (2025)
Form 990-PF (2025)
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 4,050  
4 Dividends and interest from securities ....     14 519,672  
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 ............ 		    18 202,382  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTIES 		    15 136,142  
bOTHER INCOME (LOSS)     01 -51,200  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 811,046 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
811,046
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
GIA MAIONE PRIMA FOUNDATION
 
C/O ANTHONY J SYLVESTER
EIN:
45-2504060
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND TAX SERVICES 12,834 0   12,834

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

TY 2025 ExpenditureResponsibilityStmt
Name:
GIA MAIONE PRIMA FOUNDATION
 
C/O ANTHONY J SYLVESTER
EIN:
45-2504060
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
TONDER FESTIVAL
  		VESTERGADE 80 6270 TONDER
COPENHAGEN    
DA 		2025-09-02 5,140 EDUCATIONAL COLLABORATION BETWEEN YOUNG TALENTED MUSICIANS FROM NEW ORLEANS AND COPENHAGEN WHICH ALSO ENABLED THEM TO PARTICIPATE IN AN INTERNATIONAL MUSIC FESTIVAL. 5,140 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSIONS 8/27/25   N/A

TY 2025 InvestmentsCorpBondsSchedule
Name:
GIA MAIONE PRIMA FOUNDATION
 
C/O ANTHONY J SYLVESTER
EIN:
45-2504060
Name of Bond End of Year Book Value End of Year Fair Market Value
AES CORP FXD TO 12030 VAR THRAFTR 7.6%; 01/15/2055 - 28000 SHRS. 28,267 28,515
ALLY FINANCIAL INC FXD TO 052028 VAR THRAFTR 4.7% - 32000 SHRS. 26,667 30,426
AMAZON 12/01/2032 4.700% CALL 09/01/2032 - 20000 SHRS. 20,224 20,528
AMAZON COM INC NOTE 12/01/2029 4.650% CALL 10/01/2029 - 180000 SHRS. 180,044 184,819
AMEREN ILLINOIS CO 4.950%; MATURES 06/01/2033 - 25000 SHRS. 24,346 25,550
AMERICAN AIRLINES 2021-1 CLASSB 3.950%; MATURES 01/11/2032 - 20000 SHRS. 12,712 14,087
AMERICAN AIRLINES 2025-1 CLASSB 5.650%; MATURES 05/11/2036 - 10000 SHRS. 10,000 10,076
AMERIGAS FINANCE CORP 5.750%; MATURES 05/20/2027 - 30000 SHRS. 29,111 30,151
APPLE INC 08/08/2029 3.250% CALL 06/08/2029 - 150000 SHRS. 142,401 147,264
ASTRAZENECA FINANCE LLC 03/03/2030 4.900% CALL 01/03/2030 - 200000 SHRS. 203,984 205,773
AT&T 02/15/2030 4.300% CALL 08/15/2026 - 125000 SHRS. 124,265 125,052
AT&T 03/01/2029 4.350% CALL 12/01/2028 - 25000 SHRS. 24,757 25,104
BALL CORP 5.500%; MATURES 09/15/2033 - 28000 SHRS. 28,188 28,532
BALTIMORE GAS AND ELECTRIC CO 2.250%; MATURES 06/15/2031 - 20000 SHRS. 19,964 18,082
BANK OF AMERICA FXD TO 42031 VAR THRAFTR 2.687%; 4/22/32 - 25000 SHRS. 25,382 22,964
BEAZER HOMES USA INC 7.250%; MATURES 10/15/2029 - 26000 SHRS. 25,440 26,571
BNY MELLON CORP FXD TO 22033 VAR THFTR 4.706%; 2/1/2034 - 35000 SHRS. 35,022 35,181
BNY MELLON FXD TO 112034 VAR THRAFTR 5.225%; 11/20/2035 - 45000 SHRS. 45,000 46,700
CATERPILLAR INC 5.200%; MATURES 05/15/2035 - 45000 SHRS. 46,840 46,726
CCO HOLDINGS CAPITAL CORP 4.500%; MATURES 05/01/2032 - 33000 SHRS. 27,681 29,619
CENTRAL GARDEN & PET CO 4.125%; MATURES 10/15/2030 - 23000 SHRS. 20,020 22,043
CHARLES SCHWAB CORP/THE FXD TO 062026 VAR THRAFTR 4% - 29000 SHRS. 28,802 28,823
CHARTER COMM OPERATING CAPITAL 5.050%; MATURES 03/30/2029 - 75000 SHRS. 71,654 75,925
CHEVRON 05/16/2026 2.954% CALL 03/26/2026 - 150000 SHRS. 143,496 149,540
CHEVRON USA 3.85% 1/15/28 27 1/15/28 3.85% CALL 10/15/27 - 30000 SHRS. 29,600 30,061
CHUBB INA HOLDINGS LLC 5.000%; MATURES 03/15/2034 - 70000 SHRS. 70,144 71,671
CITIGROUP INC FXD TO 082029 VAR THRAFTR 7.125% - 29000 SHRS. 29,749 29,892
CITIGROUP INC FXD TO 3/20/30 VAR THRAFTR 4.4120% 03/31/2031 - 15000 SHRS. 15,000 15,009
CITIGROUP INC FXD TO 52031 VAR THRAFTR 2.561%; 5/01/2032 - 10000 SHRS. 10,000 9,082
COMCAST CORP 5.300%; MATURES 05/15/2035 - 100000 SHRS. 103,697 102,431
CONOCOPHILLIPS CO 5.000%; MATURES 01/15/2035 - 100000 SHRS. 99,752 101,568
CORECIVIC INC 4.750%; MATURES 10/15/2027 - 21000 SHRS. 18,541 20,920
CROWN CASTLE INC 2.250%; MATURES 01/15/2031 - 10000 SHRS. 10,067 8,947
DEVON ENERGY CORP 5.200%; MATURES 09/15/2034 - 100000 SHRS. 97,482 99,789
DUKE ENERGY OHIO INC 2.125%; MATURES 06/01/2030 - 45000 SHRS. 37,604 41,233
ELI LILLY & CO 5.100%; MATURES 02/12/2035 - 40000 SHRS. 39,833 41,405
ELI LILLY 02/12/2028 4.55% CALL 01/12/2028 - 25000 SHRS. 24,994 25,406
ELI LILLY 02/27/2033 4.700% CALL 11/27/2032 - 150000 SHRS. 151,268 152,951
ENCOMPASS HEALTH CORP 4.500%; MATURES 02/01/2028 - 5000 SHRS. 5,063 4,994
ENCOMPASS HEALTH CORP 4.625%; MATURES 04/01/2031 - 23000 SHRS. 21,980 22,582
ENTERGY CORP FXD TO 122029 VARTHRAFTR 7.125%; 12/01/2054 - 18000 SHRS. 18,490 18,899
ENTERGY LOUISIANA LLC 5.150%; MATURES 09/15/2034 - 45000 SHRS. 45,452 46,075
EQUINIX EUROPE 2 FINANCING CORP LLC 5.500%; MATURES 06/15/2034 - 60000 SHRS. 60,216 62,238
FORD MOTOR CO 6.100%; MATURES 08/19/2032 - 26000 SHRS. 25,319 26,796
FORTUNE BRANDS INNOVATIONS INC 4.000%; MATURES 03/25/2032 - 30000 SHRS. 29,905 28,732
GENERAL DYNAMICS CORP 3.625%; MATURES 04/01/2030 - 25000 SHRS. 23,757 24,566
GEO GROUP INC 10.25%; MATURES 04/15/2031 - 27000 SHRS. 28,937 29,556
GOLDMAN SACHS INC. 04/23/2031 5.218% CALL 04/23/2030 - 25000 SHRS. 25,994 25,751
GOODYEAR TIRE & RUBBER CO 5.625%; MATURES 04/30/2033 - 27000 SHRS. 24,072 25,574
HUNTINGTON INGALLS INDUSTRIES INC - 60000 SHRS. 55,816 59,479
HUNTSMAN INTERNATIONAL LLC 2.950%; MATURES 06/15/2031 - 55000 SHRS. 45,540 46,396
HUNTSMAN INTERNATIONAL LLC 5.700%; MATURES 10/15/2034 - 15000 SHRS. 13,725 13,590
INTEL CORP 2.000%; MATURES 08/12/2031 - 20000 SHRS. 19,993 17,555
JETBLUE AIRWAYS CORPORATION 2.950%; MATURES 11/15/2029 - 3000 SHRS. 1,980 2,009
JETBLUE AIRWAYS CORPORATION 7.750%; MATURES 05/15/2030 - 29000 SHRS. 14,163 14,132
JETBLUE AIRWAYS CORPORATION 8.000%; MATURES 05/15/2029 - 5000 SHRS. 1,956 1,973
JOHN DEERE CAP 10/11/2029 4.850% - 150000 SHRS. 153,063 154,886
JP MORGAN 06/01/2034 5.350% CALL 06/01/2033 - 190000 SHRS. 191,523 197,797
JPM CHASE FXD TO 102033 VAR THRAFTR 6.254%; 10/23/2034 - 30000 SHRS. 30,000 33,000
KB HOME 4.000%; MATURES 06/15/2031 - 10000 SHRS. 9,172 9,465
KB HOME 7.250%; MATURES 07/15/2030 - 19000 SHRS. 19,153 19,628
LAMAR MEDIA CORP 4.875%; MATURES 01/15/2029 - 30000 SHRS. 29,739 29,943
LOCKHEED MARTIN CORP 06/15/2032 3.900% CALL 03/15/2032 - 150000 SHRS. 148,418 146,517
LOCKHEED MARTIN CORP 4.500%; MATURES 05/15/2036 - 85000 SHRS. 83,865 83,445
MARTIN MARIETTA MATERIALS INC 2.400%; MATURES 07/15/2031 - 30000 SHRS. 29,981 27,071
MCDONALD S CORP 08/14/2028 4.800% CALL 07/14/2028 - 75000 SHRS. 74,239 76,556
MERCK & CO 03/07/2029 3.400% CALL 12/07/2028 - 150000 SHRS. 143,764 147,779
MGM RESORTS INTERNATIONAL 6.500%; MATURES 04/15/2032 - 29000 SHRS. 29,186 29,901
MORGAN STANLEY 02/01/2029 5.123% CALL 02/01/2028 - 150000 SHRS. 150,659 153,097
MORGAN STANLEY CORP 04/17/2031 5.192% CALL 04/17/2030 - 25000 SHRS. 25,197 25,720
NEWELL BRANDS INC 7.375%; MATURES 04/01/2036 - 31000 SHRS. 29,886 29,115
NORTHROP GRUMMAN CORP 3/15/33 4.700% CALL 12/15/32 - 55000 SHRS. 55,522 55,533
NSTAR ELECTRIC CO 3.950%; MATURES 04/01/2030 - 20000 SHRS. 20,362 19,749
NUCOR CORP 3.125%; MATURES 04/01/2032 - 40000 SHRS. 36,100 37,229
NUCOR CORP 5.100%; MATURES 06/01/2035 - 50000 SHRS. 50,185 51,219
NUSTAR LOGISTICS 6.375%; MATURES 10/01/2030 - 6000 SHRS. 6,237 6,297
OLIN CORP 5.625%; MATURES 08/01/2029 - 14000 SHRS. 14,181 14,073
PECO ENERGY CO 4.900%; MATURES 06/15/2033 - 45000 SHRS. 44,909 46,061
PEPSICO 02/18/2028 3.600% CALL 01/18/2028 - 150000 SHRS. 145,999 149,619
PEPSICO SINGAPORE FINANCING I PTE LTD 4.7%; 2/16/2034 - 40000 SHRS. 39,448 40,478
PFIZER 04/01/2030 2.625% CALL 01/01/2030 - 150000 SHRS. 134,948 141,527
PNC FINANCIAL 2.550%; MATURES 01/22/2030 - 5000 SHRS. 4,986 4,710
PNC FINANCIAL FXD TO 102032 VAR THRAFTR 6.037% 10/28/2033 - 35000 SHRS. 35,000 37,853
PNC FINANCIAL FXD TO 72035 VAR THRAFTR 5.373% 7/21/2036 - 45000 SHRS. 45,127 46,379
PROGRESSIVE CORP 3.000%; MATURES 03/15/2032 - 35000 SHRS. 32,564 32,359
PUBLIC STORAGE 2.250%; MATURES 11/09/2031 - 20000 SHRS. 16,122 17,862
PUBLIC STORAGE 2.300%; MATURES 05/01/2031 - 25000 SHRS. 25,219 22,643
RANGE RESOURCES CORP 8.250%; MATURES 01/15/2029 - 25000 SHRS. 25,681 25,496
SALESFORCE INC 1.950%; MATURES 07/15/2031 - 40000 SHRS. 32,806 35,601
SEAGATE HDD CAYMAN 5.750%; MATURES 12/01/2034 - 25000 SHRS. 23,626 25,614
SERVICE CORP INTERNATIONAL/US 4.000%; MATURES 05/15/2031 - 23000 SHRS. 20,493 21,962
SERVICE CORP INTERNATIONAL/US 5.750%; MATURES 10/15/2032 - 10000 SHRS. 10,153 10,190
SIMON PROPERTY GROUP LP 4.750%; MATURES 09/26/2034 - 75000 SHRS. 72,591 74,709
SM ENERGY CO 6.625% MATURES 01/15/2027 - 22000 SHRS. 21,973 22,062
STATE STREET CORP 2.200%; MATURES 03/03/2031 - 15000 SHRS. 14,820 13,509
STATE STREET CORP FXD TO 102035 VAR THRAFTR 4.784%; 10/23/2036 - 75000 SHRS. 75,000 74,758
SUBURBAN ENERGY FINANCE CORP 5.875%; MATURES 03/01/2027 - 30000 SHRS. 29,463 29,980
SUNOCO FINANCE CORP 4.500%; MATURES 05/15/2029 - 13000 SHRS. 11,651 12,767
SUNOCO FINANCE CORP 5.875%; MATURES 03/15/2028 - 10000 SHRS. 10,114 10,024
TEGNA INC 5.000%; MATURES 09/15/2029 - 30000 SHRS. 28,460 29,736
TELEFLEX INC 4.625%; MATURES 11/15/2027 - 28000 SHRS. 27,646 28,006
TENET HEALTHCARE CORP 6.750%; MATURES 05/15/2031 - 8000 SHRS. 8,292 8,324
TENET HEALTHCARE CORP 6.875%; MATURES 11/15/2031 - 19000 SHRS. 19,502 20,794
TRANSDIGM INC 4.625%; MATURES 01/15/2029 - 4000 SHRS. 3,954 3,973
TRANSDIGM INC 4.875%; MATURES 05/01/2029 - 27000 SHRS. 24,892 26,955
TRUIST FINANCIAL FXD TO 12033 VAR THRAFTR 5.122%; 1/26/2034 - 60000 SHRS. 57,316 61,225
UNION PACIFIC CORP 2.800%; MATURES 02/14/2032 - 45000 SHRS. 39,071 41,325
UNITED AIRLINES 2014-2 CLASS 3.750%; MATURES 3/3/2028 - 10000 SHRS. 4,481 4,448
UNITED AIRLINES 2023-1 CLASS 5.800%; MATURES 07/15/2037 - 75000 SHRS. 69,973 73,207
UNITED RENTALS NORTH AMERICA INC 3.875%; MATURES 02/15/2031 - 16000 SHRS. 13,921 15,306
UNITED RENTALS NORTH AMERICA INC 4.000%; MATURES 07/15/2030 - 10000 SHRS. 10,006 9,698
US BANCORP 3.000%; MATURES 07/30/2029 - 10000 SHRS. 10,455 9,638
VERISK ANALYTICS INC 5.250%; MATURES 06/05/2034 - 50000 SHRS. 48,947 51,284
VERISK ANALYTICS INC 5.750%; MATURES 04/01/2033 - 25000 SHRS. 24,760 26,489
VF CORP 6.000%; MATURES 10/15/2033 - 24000 SHRS. 23,138 23,538
VIRGINIA ELECTRIC AND POWER CO 2.400%; MATURES 03/30/2032 - 10000 SHRS. 9,843 8,901
WARNERMEDIA HOLDINGS INC 4.054%; MATURES 03/15/2029 - 28000 SHRS. 25,210 25,945
WYETH LLC 6.500%; MATURES 02/01/2034 - 10000 SHRS. 10,608 11,238
YUM! BRANDS INC 5.375%; MATURES 04/01/2032 - 27000 SHRS. 25,882 27,384

TY 2025 InvestmentsCorpStockSchedule
Name:
GIA MAIONE PRIMA FOUNDATION
 
C/O ANTHONY J SYLVESTER
EIN:
45-2504060
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC UNSPONS ADR - 964 SHRS. 5,920 10,577
3M CO - 44.37 SHRS. 5,687 7,104
ABBOTT LABORATORIES - 26.93 SHRS. 3,007 3,375
ABBVIE INC - 290 SHRS. 49,547 66,262
ABBVIE INC COM - 80.96 SHRS. 12,437 18,499
ADOBE INC - 27.9 SHRS. 5,675 9,765
ADVANCED MICRO DEVICES - 148 SHRS. 17,168 31,696
ADYEN N V UNSPONSRED ADR - 286 SHRS. 4,887 4,619
AGNICO EAGLE MINES LTD - 53.86 SHRS. 8,139 9,131
AIB GROUP PLC-UNSP ADR - 656 SHRS. 8,935 14,176
AIR PROD & CHEM INC - 38.19 SHRS. 11,304 9,434
AIRBUS SE UNSPONSORED ADR - 155 SHRS. 7,168 9,029
ALCON INC - 185 SHRS. 12,930 14,580
ALIBABA GROUP HLDG LTD - 73.21 SHRS. 6,791 10,732
ALLSTATE CORPORATION - 188 SHRS. 38,828 39,132
ALNYLAM PHARMACEUTICALS INC - 7.04 SHRS. 2,731 2,798
ALPHABET INC CL C - 242 SHRS. 23,320 75,940
ALTRIA GROUP INC - 97.81 SHRS. 6,411 5,640
AMAZON COM INC - 283 SHRS. 30,855 65,322
AMCOR PLC - 1366 SHRS. 12,304 11,392
AMER INTL GP INC NEW - 131 SHRS. 9,765 11,207
AMERICA MOVIL SAB DE CV ADR - 257 SHRS. 3,496 5,312
AMERICAN ELEC PWR CO INC - 67.66 SHRS. 5,626 7,802
AMERICAN WATER WORKS CO - 67.52 SHRS. 8,607 8,811
AMERIPRISE FINCL INC - 27.91 SHRS. 6,694 13,685
AMGEN INC - 78.14 SHRS. 18,908 25,577
AMGEN INCORPORATED - 194 SHRS. 54,306 63,498
AMPHENOL CORP NEW CL A - 258 SHRS. 10,728 34,866
ANALOG DEVICES INC - 229 SHRS. 38,167 62,105
ANHUI CONCH CEMENT ADR - 213 SHRS. 3,502 3,021
APOLLO GLOBAL MGMT CL A - 285 SHRS. 42,176 41,257
APPLE INC - 201 SHRS. 27,193 54,644
APPLE INC - 349 SHRS. 54,325 94,879
APPLIED MATERIALS - 263 SHRS. 29,302 67,588
APPLOVIN CORP - 8.78 SHRS. 3,397 5,916
ARCOS DORADOS HLDGS INC CL-A - 478 SHRS. 3,479 3,509
ARGENX SE ADR - 8.1 SHRS. 3,768 6,812
ASE TECHNOLOGY HLDG CO LTD ADR - 1506 SHRS. 8,592 24,247
ASML HOLDING NV NY REG NEW - 32.62 SHRS. 18,000 34,900
ASMPT LIMITED UNSPONSORD ADR - 114 SHRS. 2,876 3,403
ASTRAZENECA PLC ADR - 133 SHRS. 9,314 12,227
ATMOS ENERGY CP - 74.01 SHRS. 8,697 12,407
AUTOZONE INC - 0.36 SHRS. 684 1,231
AXA ADS - 135 SHRS. 6,319 6,494
BAE SYS PLC SPON ADR - 177 SHRS. 10,306 16,322
BANCO DO BRASIL SA SPON ADR - 1146 SHRS. 4,018 4,584
BANCO SANTANDER S.A. - 781 SHRS. 6,836 9,161
BANK OF AMERICA CORP - 774 SHRS. 40,008 42,570
BB SEGURIDADE PARTICIPACOES - 819 SHRS. 4,129 5,403
BERKSHIRE HATHAWAY CL-B NEW - 4.95 SHRS. 2,319 2,486
BIDVEST GROUP LTD SPONS ADR - 94.8 SHRS. 1,926 2,717
BK MONTREAL - 67.03 SHRS. 6,171 8,699
BLACKSTONE INC - 69.74 SHRS. 5,334 10,750
BNP PARIBAS SP ADR REPSTG - 75.78 SHRS. 1,795 3,595
BOOKING HOLDINGS INC - 3.81 SHRS. 13,654 20,388
BRAMBLES LTD SPONSORED ADR - 226 SHRS. 4,182 6,921
BRIDGESTONE CP ADR - 178 SHRS. 4,209 3,989
BRITISH AMER TOB SPON ADR - 548 SHRS. 22,263 31,028
BROADCOM INC - 90.57 SHRS. 14,292 31,347
BROADCOM LTD - 205 SHRS. 10,725 70,951
BYD COMPANY LTD UNSPON ADR - 246 SHRS. 3,827 3,014
CAPITAL ONE FINANCIAL CORP - 68.73 SHRS. 6,268 16,657
CARVANA CO CL A - 12.75 SHRS. 4,248 5,379
CATERPILLAR INC - 145 SHRS. 33,927 83,066
CELESTICA INC - 26.37 SHRS. 4,874 7,794
CHARLES SCHWAB NEW - 36.23 SHRS. 2,530 3,620
CHECK POINT SOFTWARE TECH LTD - 28.24 SHRS. 5,807 5,239
CHEVRON CORP - 101 SHRS. 15,766 15,394
CHINA CONSTRUCTION BANK CORP - 421 SHRS. 5,731 8,319
CHINA MERCHANTS BK CO LTD UNSP - 229 SHRS. 4,900 7,767
CHUBB LTD - 143 SHRS. 42,177 44,633
CIENA CORP NEW - 10.15 SHRS. 2,008 2,373
CISCO SYSTEMS INC - 886 SHRS. 42,821 68,249
CLOUDFLARE INC CL A - 28.34 SHRS. 5,545 5,588
CME GROUP INC - 41.22 SHRS. 10,999 11,257
CME GROUP INC CL A - 151 SHRS. 40,910 41,235
COCA COLA CO - 278 SHRS. 15,147 19,435
COCA-COLA EUROPACIFIC PARTNERS - 86.64 SHRS. 5,537 7,858
COCA-COLA FEMSA, S.A.B. DE C.V - 56.54 SHRS. 3,307 5,355
COMPAGNIE DE ST GOBAIN UNSP - 369 SHRS. 4,625 7,537
COMPAGNIE FIN RICHEMONTAG ADR - 380 SHRS. 7,203 8,253
CONSTELLATION BRANDS INC CL A - 34.7 SHRS. 7,406 4,787
COPART INC - 230 SHRS. 10,783 9,005
CORTEVA INC - 269 SHRS. 11,733 18,031
COTERRA ENERGY INC - 363 SHRS. 6,828 9,554
CROWDSTRIKE HLDGS INC CL A - 6.02 SHRS. 2,789 2,820
CULLEN FROST BANKERS INC - 60.07 SHRS. 5,473 7,606
D R HORTON INC - 18.97 SHRS. 2,668 2,732
DANAHER CORPORATION - 38.97 SHRS. 3,484 8,920
DANONE SPONSORED ADR - 541 SHRS. 7,841 9,757
DARDEN RESTAURANTS INC - 232 SHRS. 33,328 42,693
DEERE & CO - 4.23 SHRS. 1,816 1,969
DEUTSCHE POST AG ADR - 84.95 SHRS. 2,932 4,662
DEUTSCHE TELEKOM AG ADR - 225 SHRS. 3,407 7,309
DIAGEO PLC SPON ADR NEW - 85.48 SHRS. 10,749 7,374
DNB ASA ADR - 214 SHRS. 3,927 5,972
DOORDASH INC CL A - 12.73 SHRS. 1,209 2,882
DUKE ENERGY CORP - 304 SHRS. 30,004 35,632
DUKE ENERGY CORPORATION - 94.87 SHRS. 8,187 11,120
E.ON SE - 357 SHRS. 6,327 6,761
EATON CORP PLC - 206 SHRS. 32,553 65,613
EATON CORP PLC SHS - 33.47 SHRS. 6,510 10,659
ECOLAB INC - 46.45 SHRS. 10,204 12,194
ELI LILLY & CO - 39.13 SHRS. 19,800 42,049
ENBRIDGE INC - 604 SHRS. 23,463 28,889
ENBRIDGE INC COM - 893 SHRS. 35,332 42,712
ENEL SOCIETA PER AZIONI ADR - 1223 SHRS. 8,045 12,751
ENGIE BRASIL ENERGIA SAADR - 632 SHRS. 3,406 3,618
EQUITY LIFESTYLE PROPERTIES - 101 SHRS. 5,831 6,122
ESSILORLUXOTTICA ADR - 32.07 SHRS. 5,752 5,083
EXXON MOBIL CORP - 135 SHRS. 15,292 16,246
FERRARI N V - 12.32 SHRS. 4,459 4,553
FIRSTENERGY CORP - 289 SHRS. 12,455 12,939
GALDERMA GROUP AG ADR - 35 SHRS. 1,432 1,451
GE AEROSPACE - 27.47 SHRS. 7,448 8,462
GE VERNOVA INC - 14.61 SHRS. 9,091 9,549
GENL DYNAMICS CORP - 32.17 SHRS. 7,457 10,831
GILEAD SCIENCE - 75.99 SHRS. 4,967 9,327
GILEAD SCIENCES INC - 517 SHRS. 45,664 63,457
GIVAUDAN SA ADR - 36.95 SHRS. 1,671 2,935
GOLDMAN SACHS GRP INC - 13.8 SHRS. 7,641 12,131
GREEK ORGANISATION OF FOOTBALL - 328 SHRS. 2,585 3,679
GRUPO FINANCIERO BANORTE SAB - 101 SHRS. 3,227 4,686
GSK PLC ADR - 223 SHRS. 8,068 10,936
HERMES INTL SCA UNSPON ADR - 25.53 SHRS. 6,169 6,361
HIMAX TECHNOLOGIES, INC. - 416 SHRS. 2,960 3,407
HIMS & HERS HEALTH INC COM CL - 57.03 SHRS. 3,218 1,852
HOME DEPOT INC - 172 SHRS. 54,891 59,185
HOME DEPOT INC - 28.7 SHRS. 10,683 9,877
HONEYWELL INTERNATIONAL - 204 SHRS. 39,690 39,798
HOYA CORP SPONS ADR - 38.89 SHRS. 4,249 5,876
HSBC HOLDINGS PLC SPON ADR NEW - 130 SHRS. 9,084 10,227
HUNTINGTON BANCSHARES - 360 SHRS. 3,950 6,246
IBERDROLA SA SPON ADR - 154 SHRS. 6,787 13,359
ILL TOOL WORKS INC - 23.19 SHRS. 4,915 5,711
INDUSTRIA DE DISENO TEXTIL IND - 619 SHRS. 4,224 10,240
INFOSYS LIMITED ADR - 477 SHRS. 7,602 8,500
INSMED INC - 53.33 SHRS. 5,772 9,281
INTERCONTINENTAL EXCHANGE INC - 100 SHRS. 11,863 16,196
INTESA SANPAOLO S.P.A. ADR - 242 SHRS. 3,980 10,097
INTL BUSINESS MACHINES CORP - 29.78 SHRS. 6,779 8,821
INTUIT INC - 31.39 SHRS. 16,346 20,790
INTUITIVE SURGICAL INC - 31.03 SHRS. 9,179 17,576
JEFFERIES FINANCIAL GROUP INC - 953 SHRS. 33,049 59,057
JOHNSON & JOHNSON - 332 SHRS. 54,364 68,707
JOHNSON & JOHNSON - 85.3 SHRS. 13,506 17,653
JP MORGAN CHASE & CO. - 200 SHRS. 26,408 64,444
JULIUS BAER GROUP LTD UN ADR - 144 SHRS. 1,741 2,268
KASIKORNBANK PUB CO LTD UNSPON - 155 SHRS. 2,073 3,828
KB FINANCIAL GRP INC SONS ADR - 84.35 SHRS. 2,623 7,258
KENVUE INC - 2910 SHRS. 58,072 50,198
KIMBERLY CLARK CORP - 80.78 SHRS. 10,789 8,150
KIMBERLY CLARK SPON ADR - 433 SHRS. 3,396 4,625
KOMATSU LTD SPON ADR NEW - 164 SHRS. 4,249 5,231
KT CORP SPON ADR - 227 SHRS. 2,929 4,306
L OREAL CO ADR - 78.03 SHRS. 4,430 6,719
LENNAR CORPORATION - 102 SHRS. 9,522 10,486
LENOVO GROUP LTD SPONS ADR - 265 SHRS. 4,973 6,305
LIFE HEALTHCARE GRP HLDGS LTD - 898 SHRS. 2,700 2,470
LINDE PLC - 6.97 SHRS. 1,110 2,970
LONDON STOCK EXCHANGE GRP ADR - 129 SHRS. 2,194 3,883
LOWES COMPANIES INC - 39.77 SHRS. 8,310 9,592
MARTIN MARIETTA MATERIALS - 22.46 SHRS. 7,592 13,987
MASTERCARD INC - 70 SHRS. 25,289 39,962
MASTERCARD INC CL A - 54.76 SHRS. 17,791 31,261
MC DONALDS CORP - 9.5 SHRS. 2,331 2,903
MCKESSON CORP - 3.74 SHRS. 559 3,070
MEDTRONIC PLC SHS - 76.3 SHRS. 6,044 7,330
MERCADOLIBRE INC - 1.47 SHRS. 1,535 2,965
MERCEDES BENZ GROUP AG ADR - 127 SHRS. 2,223 2,240
MERCK & CO INC NEW COM - 120 SHRS. 11,644 12,631
META PLATFORMS INC CL A - 24.23 SHRS. 4,110 15,995
MICHELIN COMPAGNIE GENERALE DE - 307 SHRS. 3,323 5,104
MICROCHIP TECHNOLOGY INC - 366 SHRS. 20,808 23,322
MICROSOFT CORP - 127 SHRS. 30,360 61,420
MICROSOFT CORP - 260 SHRS. 64,495 125,741
MIDEA GROUP CO LTD ADR - 726 SHRS. 7,617 7,924
MITSUBISHI HEAVY INDS LTD ADR - 117 SHRS. 1,996 2,866
MITSUBISHI UFJ FINCL GRP ADS - 1224 SHRS. 12,004 19,413
MOBILE TELESYSTEMS PUB JT ADR - 301 SHRS. 2,513 0
MOL HUNGRIN OL AND GAS PLC ADR - 710 SHRS. 2,523 3,193
MORGAN STANLEY - 376 SHRS. 32,898 66,751
MOTOROLA SOLUTIONS INC - 23.22 SHRS. 6,636 8,901
MS&AD INS GROUP HLDGS ADR - 438 SHRS. 6,397 10,292
MUENCHENER RUECK-UNSPONS ADR - 937 SHRS. 4,836 12,374
NATERA INC COM - 28.3 SHRS. 4,720 6,483
NATIONAL GRID PLC SPON ADR - 414 SHRS. 27,446 32,023
NATWEST GROUP PLC ADR - 630 SHRS. 7,844 11,025
NEDBANK GRP LTD SPON ADR - 288 SHRS. 2,500 4,628
NESTLE SPON ADR REP REG SHR - 27.91 SHRS. 2,046 2,774
NETEASE.COM INC ADS - 32.53 SHRS. 2,803 4,477
NETFLIX INC - 96.42 SHRS. 4,877 9,040
NEXTERA ENERGY INC - 448 SHRS. 24,133 35,965
NN GROUP NV ADR - 278 SHRS. 4,560 10,732
NOMURA RESH INST LTD ADR - 96.97 SHRS. 3,011 3,725
NOVARTIS AG ADR - 99.82 SHRS. 6,420 13,762
NOVO NORDISK A/S ADR - 110 SHRS. 4,058 5,597
NOVONESIS (NOVOZYMES) B ADR - 77.98 SHRS. 5,238 5,001
NTT INC ADR - 338 SHRS. 7,893 8,518
NVIDIA CORPORATION - 534 SHRS. 32,346 99,591
ORACLE CORP - 35.07 SHRS. 3,394 6,836
O'REILLY AUTOMOTIVE INC NEW - 158 SHRS. 8,741 14,411
OSHKOSH CORP - 60.37 SHRS. 6,346 7,585
PALANTIR TECHNOLOGIES INC CL A - 55.87 SHRS. 8,904 9,931
PALO ALTO NETWORKS INC - 7.56 SHRS. 1,079 1,392
PARKER HANNIFIN CORP - 31.96 SHRS. 11,529 28,089
PAYCHEX INC - 82.15 SHRS. 9,921 9,215
PEPSICO INC NC - 95 SHRS. 14,696 13,635
PEPSICO INCORPORATED - 232 SHRS. 35,991 33,297
PETROLEO BRASILEIRO SA - 795 SHRS. 11,498 9,421
PFIZER INC - 678 SHRS. 18,310 16,882
PHILIP MORRIS INTL INC - 116 SHRS. 11,499 18,606
PING AN INSURANCE ADR - 374 SHRS. 4,296 6,261
PINNACLE WEST CAP - 313 SHRS. 24,399 27,763
PINTEREST INC CL A - 652 SHRS. 22,104 16,880
PJSC GAZPROM SPON ADR - 307 SHRS. 1,899 0
PJSC LUKOIL SPONSORED ADR - 41 SHRS. 2,219 0
PNC FINL SVCS GP - 146 SHRS. 22,259 30,475
POWER CORP CANADA LTD - 155 SHRS. 3,635 8,252
PPL CORPORATION - 207 SHRS. 5,656 7,249
PROCTER & GAMBLE - 58.17 SHRS. 8,480 8,336
PROLOGIS INC COM - 135 SHRS. 15,613 17,234
PRYSMIAN S P A MILANO ADR - 158 SHRS. 5,383 8,015
PT ASTRA INTERNATIONAL TBK ADR - 559 SHRS. 3,804 4,492
PT BK MANDIRI PERSERO TBK UNSP - 431 SHRS. 4,861 5,273
PT TELEKOMUNIKASI INDONESIA - 268 SHRS. 5,298 5,641
PT UNITED TRACTORS ADR - 92.32 SHRS. 3,275 3,267
QUALCOMM INC - 361 SHRS. 42,755 61,749
QUALCOMM INC - 67.77 SHRS. 6,192 11,592
QUANTA SERVICES INC - 7.74 SHRS. 1,583 3,265
R P M INC - 94.34 SHRS. 8,217 9,811
REALTY INCOME CORP - 220 SHRS. 11,919 12,401
RELX PLC SPONSORED ADR - 141 SHRS. 3,629 5,699
RIO TINTO PLC SPON ADR - 99.88 SHRS. 6,524 7,993
ROBINHOOD MKTS INC CL A - 59.66 SHRS. 5,104 6,748
ROBLOX CORP CL A - 41.71 SHRS. 5,255 3,380
ROCHE HOLDINGS ADR - 133 SHRS. 5,322 6,859
ROCKWELL AUTOMATION INC - 19.45 SHRS. 4,850 7,566
ROSS STORES INC - 75.36 SHRS. 7,497 13,574
RTX CORPORATION - 24.2 SHRS. 3,547 4,438
RYANAIR HLDGS PLC ADR - 68.12 SHRS. 4,741 4,918
SAFRAN SA - 99.59 SHRS. 3,887 8,696
SALESFORCE INC - 22.68 SHRS. 2,888 6,007
SANLAM LTD ADR - 470 SHRS. 3,082 5,587
SANOFI ADR - 415 SHRS. 19,651 20,111
SAP AG - 48.39 SHRS. 5,619 11,755
SBERBANK RUSSIA - 784 SHRS. 2,316 0
SCHNEIDER ELEC SA UNSP ADR - 149 SHRS. 6,521 8,221
SEA LIMITED ADR - 99.7 SHRS. 10,881 12,718
SERVICENOW INC - 95.19 SHRS. 14,678 14,582
SHELL PLC ADR - 81.29 SHRS. 4,287 5,973
SHINHAN FINANCIAL GROUP CO LTD - 122 SHRS. 3,317 6,543
SHOPIFY INC CL A - 68.81 SHRS. 3,880 11,076
SIEMENS AKTIENGESELLSCHAFT - 99.39 SHRS. 3,947 13,909
SIEMENS ENERGY AG ADR - 91.23 SHRS. 6,313 12,900
SILICON MOTION TECH CORP ADR - 68.05 SHRS. 3,974 6,308
SINOPHARM GROUP CO LTD ADR - 443 SHRS. 5,186 5,532
SLB LIMITED - 103 SHRS. 3,675 3,953
SMURFIT WESTROCK LTD - 70.2 SHRS. 3,014 2,715
SNAP ON INC - 121 SHRS. 40,100 41,697
SNOWFLAKE INC CL A - 8.06 SHRS. 1,490 1,767
SOFI TECHNOLOGIES INC - 178 SHRS. 4,131 4,660
SOFTBANK CORP UNSPONS ADR - 69.99 SHRS. 4,016 3,968
SOFTBANK CORP UNSPONSRED ADR - 916 SHRS. 10,921 12,553
SONIC HEALTHCARE LTD - 34.02 SHRS. 424 513
SONY GROUP CORPORATION ADR - 949 SHRS. 13,727 24,294
SOUTHERN CO - 49.12 SHRS. 2,469 4,283
SOUTHERN COPPER CORP - 541 SHRS. 47,638 77,617
STANDARD BANK GROUP LTD SPON - 297 SHRS. 2,363 5,205
SVENSKA HANDELSBANKEN AB ADR - 446 SHRS. 2,065 3,250
SYNOPSYS INC - 67.04 SHRS. 32,543 31,490
T J X COS INC - 293 SHRS. 39,386 45,008
TAIWAN SEMICONDUCTOR MFG LTD SP ADR - 251 SHRS. 32,672 76,276
TAIWAN SMCNDCTR MFG CO LTD ADR - 131 SHRS. 13,078 39,810
TC ENERGY CORP - 225 SHRS. 8,217 12,377
TELEDYNE TECH INC - 18.94 SHRS. 8,031 9,675
TENCENT HLDGS LTD UNSPON ADR - 171 SHRS. 10,240 13,090
TERNIUM S.A. ADR - 82.15 SHRS. 2,750 3,137
TERUMO CORP ADR UNSPONS ADR - 349 SHRS. 6,247 5,054
TESCO PLC ADR - 1024 SHRS. 12,960 18,255
TESLA INC - 52.47 SHRS. 12,365 23,596
TEXAS INSTRUMENTS - 30.15 SHRS. 4,873 5,230
THERMO FISHER SCIENTIFIC - 16.21 SHRS. 7,705 9,393
TINGYI CAYMAN ISLANDS HLDGS CO - 69.14 SHRS. 1,711 2,095
TJX COS INC NEW - 109 SHRS. 8,980 16,743
TOKI MARINE HOLDING INS ADR - 416 SHRS. 7,981 15,438
TOKYO ELECTRON LTD UNSPON ADR - 55.68 SHRS. 2,640 6,096
TOTALENERGIES SE ACT - 502 SHRS. 26,231 32,751
TOYOTA MOTOR CP ADR NEW - 49.48 SHRS. 7,755 10,592
TRANE TECHNOLOGIES PLC - 5 SHRS. 827 1,947
TRUIST FINL CORP - 317 SHRS. 13,224 15,600
U S BANCORP COM NEW - 593 SHRS. 25,017 31,642
UBER TECHNOLOGIES INC - 418 SHRS. 24,702 34,155
UCB SA UNSPON ADR - 52 SHRS. 5,297 7,285
UNICREDIT SPA-ADR - 373 SHRS. 8,908 15,534
UNILEVER PLC NEW ADR - 323 SHRS. 18,441 21,124
UNITED RENTALS INC - 57 SHRS. 51,980 46,131
UPM KYMMENE CORP ADR - 76.08 SHRS. 1,754 2,215
UTD OVERSEAS BK LTD SPON ADR - 227 SHRS. 7,292 12,377
VALE S.A - 436 SHRS. 4,699 5,681
VALERO ENERGY CORP - 256 SHRS. 36,773 41,674
VERALTO CORP - 61.67 SHRS. 4,803 6,154
VERIZON COMMUNICATIONS - 502 SHRS. 20,336 20,446
VERTEX PHARMACEUTICALS - 32.74 SHRS. 13,709 14,841
VIBRA ENERGIA SA ADR - 593 SHRS. 3,923 5,482
VINCI SA ADR - 110 SHRS. 4,044 3,877
VISA INC CL A - 79.7 SHRS. 21,239 27,952
VISTRA CORP - 11.49 SHRS. 2,288 1,854
VODACOM GROUP LIMITED - 497 SHRS. 3,012 4,238
VOLVO AB ADR - 172 SHRS. 3,336 5,521
WALMART INC - 84.85 SHRS. 7,641 9,453
WALT DISNEY CO HLDG CO - 137 SHRS. 13,109 15,586
WASTE MANAGEMENT INC - 199 SHRS. 45,592 43,722
WEC ENERGY GROUP INC COM - 54.09 SHRS. 4,876 5,704
WELLS FARGO & CO NEW - 115 SHRS. 9,245 10,718
WESTERN DIGITAL CORPORATION - 19.15 SHRS. 3,394 3,298
XCEL ENERGY INC - 322 SHRS. 18,855 23,783
ZAI LAB LTD-ADR - 80.76 SHRS. 2,154 1,425
ZIJIN MNG GRP CO LTD ADR CL H - 68.08 SHRS. 2,806 6,238
ZURICH INSURANCE GRP LTD ADR - 316 SHRS. 4,594 12,002

TY 2025 InvestmentsGovtObligationsSch
Name:
GIA MAIONE PRIMA FOUNDATION
 
C/O ANTHONY J SYLVESTER
EIN:
45-2504060
US Government Securities - End of Year Book Value:

722,881
US Government Securities - End of Year Fair Market Value:

728,180
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 InvestmentsOtherSchedule2
Name:
GIA MAIONE PRIMA FOUNDATION
 
C/O ANTHONY J SYLVESTER
EIN:
45-2504060
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AMERICAN EXPRESS NATIONAL BANK CD 06/05/2028 4.200% - 100000 SHRS. AT COST 100,000 101,298
AMERICAN EXPRESS NATL BK CD 03/23/2026 5.000% - 150000 SHRS. AT COST 150,000 150,421
EQUINIX INC - 40 SHRS. AT COST 31,134 30,647
INVESCO ULTRA SHORT DURATION ETF - 80 SHRS. AT COST 4,013 4,020
ISHARES CORE MSCI EMERGING - 3530 SHRS. AT COST 171,376 237,287
ISHARES CORE S&P 500 ETF - 461 SHRS. AT COST 210,991 315,757
ISHARES CORE S&P SMALL CAP ETF - 2373 SHRS. AT COST 233,497 285,187
ISHARES RUSSELL MIDCAP G ETF - 2232 SHRS. AT COST 227,638 305,650
ISHARES RUSSELL MIDCAP V ETF - 574 SHRS. AT COST 37,046 80,963
PIMCO ENHANCED SHRT MTRT EXC - 1568 SHRS. AT COST 157,863 157,333
UBS BK USA SALT LAKE CITY UT CD 01/26/2026 4.250% - 150000 SHRS. AT COST 150,000 150,051
VANGUARD FTSE DEV MKTS ETF - 10741 SHRS. AT COST 463,980 670,991
VANGUARD SHORT TERM BND - 5977 SHRS. AT COST 467,655 471,047
VANGUARD TOTAL BOND MKT ETF - 2515 SHRS. AT COST 181,730 186,286
VERSUS CAPITAL REAL ASSETS FUND - 18846.81 SHRS. AT COST 514,622 537,888

TY 2025 LegalFeesSchedule
Name:
GIA MAIONE PRIMA FOUNDATION
 
C/O ANTHONY J SYLVESTER
EIN:
45-2504060
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL LEGAL COUNSEL 65,462 1,610   63,852


TY 2025 OtherExpensesSchedule
Name:
GIA MAIONE PRIMA FOUNDATION
 
C/O ANTHONY J SYLVESTER
EIN:
45-2504060
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE EXPENSE 3,874 0   3,874
IT AND WEBSITE EXPENSES 3,175 0   3,175
MISCELLANEOUS EXPENSES 1,377 0   1,377
OTHER INVESTMENT EXPENSES 2,377 2,377   0
STORAGE 7,795 0   7,795


TY 2025 OtherIncomeSchedule2
Name:
GIA MAIONE PRIMA FOUNDATION
 
C/O ANTHONY J SYLVESTER
EIN:
45-2504060
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTIES 136,142 136,142 136,142
OTHER INCOME (LOSS) -51,200 -51,200 -51,200


TY 2025 OtherProfessionalFeesSchedule
Name:
GIA MAIONE PRIMA FOUNDATION
 
C/O ANTHONY J SYLVESTER
EIN:
45-2504060
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATIVE SERVICES 90,142 0   90,142
INVESTMENT MANAGEMENT FEES 135,984 135,984   0
OTHER PROFESSIONAL FEES 5,300 0   5,300


TY 2025 TaxesSchedule
Name:
GIA MAIONE PRIMA FOUNDATION
 
C/O ANTHONY J SYLVESTER
EIN:
45-2504060
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 15,000 0   0
FOREIGN TAXES 7,368 7,368   0