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
IANNIELLO FAMILY CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) 5 CONYERS FARM DRIVE
  Room/suite
City or town
GREENWICH
State or province
CT
Country  
ZIP or foreign postal code
06831
A Employer identification number

84-6886194
B Telephone number (see instructions)

2129498700
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)$4,266,144J 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 2 2  
4 Dividends and interest from securities... 53,115 53,115  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 263,758
b Gross sales price for all assets on line 6a 755,332
7 Capital gain net income (from Part IV, line 2)... 263,588
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
390 0  
12 Total. Add lines 1 through 11........ 317,265 316,705  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 45,634 0   45,634
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,299 4,650   4,649
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
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
13,962 12,337   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,895 16,987   50,283
25 Contributions, gifts, grants paid....... 275,875 275,875
26 Total expenses and disbursements. Add lines 24 and 25 ................ 344,770 16,987   326,158
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -27,505
b Net investment income (if negative, enter -0-) 299,718
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............. 52,614 37,789 37,867
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule)....... 2,488,144 Click to see attachment
List of Attached Documents:
// Content
2,475,464 		4,228,277
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 2,540,758 2,513,253 4,266,144
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,540,758 2,513,253
29 Total net assets or fund balances (see instructions)..... 2,540,758 2,513,253
30 Total liabilities and net assets/fund balances (see instructions). 2,540,758 2,513,253
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
2,540,758
2
Enter amount from Part I, line 27a .....................
2
-27,505
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,513,253
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
2,513,253
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 360 SHARES OF APPLE INC P 2015-04-14 2025-03-27
b 125 SHARES OF GOLDMAN SACHS GROUP P 2020-03-06 2025-03-27
c 180 SHARES OF MIRCROSOFT CORP COM P 2020-03-06 2025-03-27
d 150 SHARES OF APPLE INC P 2015-04-14 2025-06-03
e 27 SHARES OF APPLE COMPUTER INC P   2025-01-22
117 SHARES OF GRAPHIC PACKAGING HLDG CO P   2025-01-22
115 SHARES OF MONDELEZ INTL INC P   2025-01-22
10 SHARES OF CYBERARK SOFTWARE LTD SHS P 2024-04-01 2025-01-23
51 SHARES OF GRAPHIC PACKAGING HLDG CO P   2025-01-23
90 SHARES OF AES CORP P   2025-02-11
186 SHARES OF AES CORP P   2025-02-11
8 SHARES OF SCHNEIDER ELECTRIC SE P 2024-04-02 2025-02-11
444 SHARES OF AES CORP P   2025-02-12
14 SHARES OF INTERACTIVE BROKERS GROUP INC P   2025-02-12
35 SHARES OF MERCK & CO INC P 2024-04-01 2025-02-26
9 SHARES OF LVMH MOET HENNESSY VUITTON SE P   2025-03-19
100 SHARES OF NOVO NORDISK P   2025-03-19
43 SHARES OF SAAB AB NPV P 2024-04-02 2025-03-19
14 SHARES OF APPLE COMPUTER INC P 2024-05-07 2025-04-09
52 SHARES OF CHART INDUSTRIES P   2025-04-09
144 SHARES OF COHERENT CORP P   2025-04-09
173 SHARES OF EXACT SCIENCES CORP P 2025-01-22 2025-04-09
128 SHARES OF SHOPIFY P   2025-04-09
101 SHARES OF VETIV HOLDINGS P 2024-08-06 2025-04-09
164 SHARES OF SONY GROUP CORPORATION P 2024-07-18 2025-04-10
23 SHARES OF AMAZON COM INC P 2025-02-26 2025-05-06
10 SHARES OF ABBOTT LBS P 2025-03-12 2025-06-03
4 SHARES OF ABBVIE INC P 2024-12-18 2025-06-03
2 SHARES OF AUTOMATIC DATA PROCESS P 2025-03-12 2025-06-03
25 SHARES OF BANK OF AMERICA CORP P 2025-03-12 2025-06-03
1 SHARES OF BLACKROCK INC P 2024-08-02 2025-06-03
9 SHARES OF C M S ENERGY CORP P 2025-03-12 2025-06-03
7 SHARES OF CHAEVRONTEXACO CORP P 2024-06-25 2025-06-03
2 SHARES OF LOCKHEED MARTIN CORP P 2025-03-12 2025-06-03
7 SHARES OF PROCTER & GAMBLE CO P 2025-03-12 2025-06-03
10 SHARES OF SCHLUMBERGER LTD P 2024-07-23 2025-06-03
2 SHARES OF UNION PAC CRP P 2025-03-12 2025-06-03
4 SHARES OF VISA INC CLASS P 2024-11-13 2025-06-03
7 SHARES OF DEERE & CO P   2025-06-11
4 SHARES OF NETFLIX COM INC P 2025-04-09 2025-06-11
17 SHARES OF CAMECO CORP P 2025-04-09 2025-07-29
32 SHARES OF FOMENTO ECONOMICO MEX P   2025-07-29
7 SHARES OF META PLATFORMS INC P 2025-01-22 2025-08-21
14 SHARES OF FLUTTER ENTMT PLC SHS P 2025-03-18 2025-08-21
630 SHARES OF GRAB HOLDINGS LIMITED P 2025-06-11 2025-09-15
34 SHARES OF ADVANTEST CORP NPV P 2025-06-12 2025-10-10
686 SHARES OF SNOY FINANCIAL P   2025-10-10
1092 SHARES OF HALEON PLC ORD P 2025-05-07 2025-10-10
1018 SHARES OF HALEON PLC ORD P 2025-05-07 2025-10-13
15 SHARES OF ABBOTT LABS P 2025-03-12 2025-10-22
47 SHARES OF CAMECO CORP P 2025-04-09 2025-10-22
39 SHARES OF CAMECO CORP P 2025-04-09 2025-11-13
7 SHARES OF APPLIED MATERIALS INC P 2025-07-18 2025-12-10
40 SHARES OF PRYSMIAN SPA P 2025-07-21 2025-12-11
25 SHARES OF KEYSIGHT TECHNOLOGIES P   2025-01-22
114 SHARES OF MONDELEZ INTL INC P   2025-01-22
2 SHARES OF CYBERARK SOFTWARE LTD SHS P 2022-09-07 2025-01-22
140 SHARES OF GRAPHIC PACKAGING HLDG CO P 2022-09-07 2025-01-23
81 SHARES OF GRAPHIC PACKAGING HLDG CO P 2022-09-07 2025-01-24
33 SHARES OF SCHNEIDER ELECTRIC SE P 2022-09-28 2025-02-11
4 SHARES OF INTERACTIVE BROKERS GROUP INC P 2024-01-23 2025-02-26
2 SHARES OF MERCK & CO INC P 2024-02-12 2025-02-26
36 SHARES OF BROADCOM INC P 2022-09-01 2025-03-12
50 SHARES OF ORACEL CORP P   2025-03-12
7 SHARES OF UNITEDHEALTH GROUP P 2022-09-01 2025-03-12
103 SHARES OF WELLS FARGO & COMPANY P   2025-03-12
8 SHARES OF LVHM MOET HENNESSY P 2022-09-07 2025-03-19
70 SHARES OF NOVO NORDISK P 2022-09-08 2025-03-19
41 SHARES OF SAAB AB NPV P 2023-12-22 2025-03-19
12 SHARES OF APPLE COMPUTER INC P 2024-04-01 2025-04-09
33 SHARES OF ALPHABET INC CAP STK P   2025-05-06
1 SHARES OF MERCADOLIBRE P 2024-04-01 2025-05-06
53 SHARES OF UBER TECHNOLOGIES INC P 2024-04-01 2025-05-06
410 SHARES OF HEXAGON AB SERBNPV P   2025-05-07
98 SHARES OF MERCK CO INC NEW P   2025-05-13
33 SHARES OF UNITEDHEALTH GROUP P   2025-05-13
79 SHARES OF SAAB AB NPV P   2025-05-14
3 SHARES OF ANALOG DEVICES P 2022-09-07 2025-06-03
4 SHARES OF APPLE COMPUTER INC P 2024-04-01 2025-06-03
10 SHARES OF BROADCOM INC P 2022-09-01 2025-06-03
2 SHARES OF CME GROUP INC P 2022-09-01 2025-06-03
2 SHARES OF CATERPILLAR INC P 2022-09-01 2025-06-03
12 SHARES OF COCA COLA CO P 2022-09-07 2025-06-03
18 SHARES OF COMCAST CORP P 2023-10-12 2025-06-03
3 SHARES OF CROWN CASTLE INC P 2022-09-01 2025-06-03
2 SHARES OF CUMMINS INC P 2022-09-07 2025-06-03
3 SHARES OF HONEYWELL INTERNATIONAL P 2022-09-07 2025-06-03
7 SHARES OF JP MORGAN CHASE P 2023-05-16 2025-06-03
3 SHARES OF MCDONALDS CORP P 2022-09-07 2025-06-03
12 SHARES OF MERCK & CO INC P 2023-02-03 2025-06-03
5 SHARES OF MICROSOFT CORP P 2024-04-01 2025-06-03
9 SHARES OF MONDELEZ INTL INC P 2022-09-07 2025-06-03
8 SHARES OF ORACLE CORP P 2022-12-15 2025-06-03
5 SHARES OF PEPSICO INC P 2022-09-01 2025-06-03
8 SHARES OF RTX CORPORATION P 2022-09-01 2025-06-03
8 SHARES OF SEMPRA ENERGY P 2022-09-07 2025-06-03
6 SHARES OF TARGET CORP P 2022-09-07 2025-06-03
2 SHARES OF UNITEDHEALTH GROUP P 2022-09-07 2025-06-03
8 SHARES OF WAL MART STORES INC P 2022-09-07 2025-06-03
13 SHARES OF WELLS FARGO & COMPANY P 2023-10-12 2025-06-03
5 SHARES OF MEDTRONIC PLC P 2022-09-01 2025-06-03
24 SHARES OF BROADCOM INC P 2022-09-01 2025-06-10
89 SHARES OF MERCK & CO INC P   2025-06-10
40 SHARES OF RTX CORPORATION P 2022-09-01 2025-06-10
26 SHARES OF APOLLO GLOBAL MGMT P   2025-06-11
47 SHARES OF BOSTON SCIENTIFIC P   2025-06-11
75 SHARES OF CAMECO CORP P   2025-06-11
1 SHARES OF DEERE & CO P 2024-04-01 2025-06-11
184 SHARES OF SAAB AB NPV P   2025-07-01
52 SHARES OF PALO ALTO NETWORKS INC P   2025-07-18
21 SHARES OF TAKE-TWO INTERACTIVE SOFTWARE P 2024-04-01 2025-07-18
14 SHARES OF ASML HOLDING NV P   2025-07-21
33 SHARES OF CAMECO CORP P 2024-04-01 2025-07-29
59 SHARES OF FOMENTO ECONOMICO MEX P   2025-07-29
10 SHARES OF CYBERARK SOFTWARE LTD SHS P 2022-09-07 2025-07-31
10 SHARES OF VERTEX PHARMACEUTICALS P 2024-04-01 2025-08-13
64 SHARES OF INTERACTIVE BROKERS GROUP INC P 2024-01-23 2025-08-21
1 SHARES OF FLUTTER ENTMT PLC SHS P 2024-02-26 2025-08-21
33 SHARES OF ORACLE CORP P 2022-12-15 2025-09-10
31 SHARES OF AECOM P 2024-04-01 2025-09-15
32 SHARES OF APPLE COMPUTER INC P 2024-04-01 2025-09-15
7 SHARES OF BLACKROCK INC P   2025-09-15
3 SHARES OF NETFLIX COM INC P 2024-04-01 2025-09-15
13 SHARES OF BLACKROCK INC P   2025-10-09
80 SHARES OF CORTEVA INC P 2022-09-07 2025-10-09
9 SHARES OF BLACKROCK INC P   2025-10-20
22 SHARES OF BROADCOM INC P 2022-09-01 2025-10-20
19 SHARES OF ABBOTT LABS P 2024-01-10 2025-10-20
16 SHARES OF TAKE-TWO INTERACTIVE SOFTWARE P   2025-10-20
128 SHARES OF VEOLIA ENVIRONEME P 2024-04-02 2025-10-20
0.25 SHARES OF SOLSTICE ADVANCED MATLS INC P 2022-09-07 2025-11-04
29 SHARES OF AECOM P   2025-11-13
106 SHARES OF BAKER HUGHES COMPANY P 2024-04-01 2025-11-13
4 SHARES OF CAMECO CORP P 2023-04-21 2025-11-13
18 SHARES OF SALESFORCE INC P 2000-01-24 2025-11-13
73 SHARES OF AECOM P 2022-09-07 2025-11-13
8 SHARES OF BLACKROCK INC P 2022-09-07 2025-11-25
13 SHARES OF SOLSTICE ADVANCED MATLS INC P 2022-09-07 2025-12-04
9 SHARES OF APPLIED MATERIALS INC P 2024-04-01 2025-12-10
171 SHARES OF SONY GROUP CORPORATION P   2025-12-11
(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 79,467   11,360 68,107
b 69,433   24,105 45,328
c 69,860   29,162 40,698
d 30,351   4,733 25,618
e 6,022   5,082 940
3,273   3,332 -59
6,479   8,012 -1,533
3,584   2,603 981
1,410   1,420 -10
918   1,739 -821
1,888   3,584 -1,696
2,026   1,774 252
4,462   7,070 -2,608
2,890   1,559 1,331
3,125   4,564 -1,439
5,978   8,002 -2,024
7,995   12,342 -4,347
1,645   964 681
2,604   2,554 50
6,855   9,262 -2,407
9,120   14,520 -5,400
7,709   9,463 -1,754
11,821   10,133 1,688
7,511   7,083 428
4,031   3,109 922
4,266   4,935 -669
1,328   1,304 24
749   701 48
647   588 59
1,113   1,004 109
982   842 140
630   644 -14
980   1,111 -131
957   924 33
1,170   1,184 -14
341   490 -149
442   476 -34
1,456   1,241 215
3,642   2,909 733
4,903   3,773 1,130
1,335   689 646
2,945   3,336 -391
5,166   4,388 778
4,125   3,301 824
3,823   2,989 834
3,993   1,972 2,021
704   731 -27
4,934   5,866 -932
4,619   5,468 -849
1,922   1,957 -35
3,856   1,906 1,950
3,362   1,581 1,781
1,929   1,336 593
3,950   3,052 898
4,317   4,201 116
6,422   7,007 -585
717   277 440
3,870   3,205 665
2,213   1,854 359
8,357   3,621 4,736
826   367 459
179   250 -71
6,995   1,743 5,252
7,564   5,162 2,402
3,400   3,661 -261
7,128   4,578 2,550
5,314   5,142 172
5,597   3,678 1,919
1,568   616 952
2,232   2,040 192
5,467   4,423 1,044
2,228   1,530 698
4,561   4,056 505
3,859   4,885 -1,026
7,546   10,634 -3,088
10,276   17,207 -6,931
3,488   1,186 2,302
654   449 205
812   680 132
2,559   484 2,075
557   397 160
700   364 336
847   744 103
622   793 -171
297   497 -200
647   430 217
679   563 116
1,862   942 920
930   777 153
921   1,234 -313
2,313   2,126 187
602   547 55
1,341   640 701
659   861 -202
1,098   703 395
617   690 -73
570   1,006 -436
604   1,040 -436
794   360 434
980   517 463
424   437 -13
5,859   1,162 4,697
7,208   7,785 -577
5,556   3,516 2,040
3,595   2,779 816
4,688   2,989 1,699
4,952   3,451 1,501
520   405 115
9,748   2,670 7,078
10,158   5,013 5,145
4,825   3,124 1,701
10,353   10,342 11
2,591   1,513 1,078
5,430   6,565 -1,135
4,163   1,385 2,778
3,947   4,173 -226
3,997   1,468 2,529
295   211 84
10,884   2,641 8,243
3,960   3,054 906
7,548   5,441 2,107
7,789   5,892 1,897
3,614   1,831 1,783
15,148   9,502 5,646
5,018   4,930 88
10,496   5,977 4,519
7,695   1,065 6,630
2,435   2,169 266
4,130   2,376 1,754
4,413   4,098 315
11   11 0
3,879   2,473 1,406
5,020   3,557 1,463
345   102 243
4,326   5,238 -912
7,555   5,305 2,250
8,597   5,260 3,337
610   568 42
2,480   1,890 590
4,555   2,980 1,575
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       68,107
b       45,328
c       40,698
d       25,618
e       940
      -59
      -1,533
      981
      -10
      -821
      -1,696
      252
      -2,608
      1,331
      -1,439
      -2,024
      -4,347
      681
      50
      -2,407
      -5,400
      -1,754
      1,688
      428
      922
      -669
      24
      48
      59
      109
      140
      -14
      -131
      33
      -14
      -149
      -34
      215
      733
      1,130
      646
      -391
      778
      824
      834
      2,021
      -27
      -932
      -849
      -35
      1,950
      1,781
      593
      898
      116
      -585
      440
      665
      359
      4,736
      459
      -71
      5,252
      2,402
      -261
      2,550
      172
      1,919
      952
      192
      1,044
      698
      505
      -1,026
      -3,088
      -6,931
      2,302
      205
      132
      2,075
      160
      336
      103
      -171
      -200
      217
      116
      920
      153
      -313
      187
      55
      701
      -202
      395
      -73
      -436
      -436
      434
      463
      -13
      4,697
      -577
      2,040
      816
      1,699
      1,501
      115
      7,078
      5,145
      1,701
      11
      1,078
      -1,135
      2,778
      -226
      2,529
      84
      8,243
      906
      2,107
      1,897
      1,783
      5,646
      88
      4,519
      6,630
      266
      1,754
      315
      0
      1,406
      1,463
      243
      -912
      2,250
      3,337
      42
      590
      1,575
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 2 263,588
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 4,166
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 4,166
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 4,166
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 760
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 760
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 71
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 3,477
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
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)
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 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
 
No
Website addressN/A
14
The books are in care ofTHE FOUNDATION Telephone no. (212) 949-8700

Located at5 CONYERS FARM DRIVEGREENWICHCT ZIP+406831
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)
 
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 ........
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)
 
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 .........
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
JOSEPH IANNIELLO TRUSTEE
0.00 		0 0 0
5 CONYERS FARM DRIVE
GREENWICH,CT06831
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
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.........................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
3,898,641
b
Average of monthly cash balances.......................
1b
56,838
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
3,955,479
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
3,955,479
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
59,332
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,896,147
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
194,807
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
194,807
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,166
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,166
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
190,641
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
190,641
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
190,641
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
326,158
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
326,158
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 7 190,641
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......  
b From 2021......  
c From 2022......  
d From 2023...... 110,109
e From 2024...... 176,753
f Total of lines 3a through e ........ 286,862
4Qualifying distributions for 2025 from Part
XI, line 4: $ 326,158
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..... 190,641
e Remaining amount distributed out of corpus 135,517
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 5 422,379
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) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		422,379
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 .... 110,109
d Excess from 2024 .... 176,753
e Excess from 2025 .... 135,517
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).)
JOSEPH IANNIELLO
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

NEW ALTERNATIVES FOR CHILDREN

825 7TH AVENUE
NEW YORK,NY10019 		NONE   GENERAL SUPPORT 15,000

PACE UNIVERSITY

ONE PACE PLAZA
NEW YORK,NY10038 		NONE   GENERAL SUPPORT 55,000

SYRACUSE UNIVERSITY

640 SKYTOP RD STE 240
SYRACUSE,NY13244 		NONE   GENERAL SUPPORT 200,000

V FOUNDATION FOR CANCER RESEARCH

14600 WESTERN PARKWAY
CARY,NC27513 		NONE   GENERAL SUPPORT 5,875
Total ................................. 3a 275,875
bApproved for future payment
Total ................................. 3b 0
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 2  
4 Dividends and interest from securities ....     14 53,115  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 390  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 263,758  
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) .. 0 317,265 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
317,265
(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:
IANNIELLO FAMILY CHARITABLE TRUST
EIN:
84-6886194
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEES 9,299 4,650   4,649

TY 2025 InvestmentsCorpStockSchedule
Name:
IANNIELLO FAMILY CHARITABLE TRUST
EIN:
84-6886194
Name of Stock End of Year Book Value End of Year Fair Market Value
APPLE INC COM 34,111 293,881
GOLDMAN SACHS GROUP INC COM 73,860 336,657
MICROSOFT CORP COM 75,336 224,883
VANGUARD INDEX FDS S&P 500 914,008 1,365,889
ABBOTT LABORATORIES 31,653 37,336
ABBVIE INC 15,507 23,077
ALPHABET CLASS C 18,225 45,501
AMAZON COM INC 28,315 44,548
ANALOG DEVICES 10,077 18,442
APOLLO GLOBAL MGMT INC COM 6,893 11,002
APPLE COMPUTER INC 11,179 61,712
APPLIED MATERIALS INC 9,090 13,363
AUTOMATIC DATA PROCESS INC 11,956 12,170
BAKER HUGHES COMPANY 9,314 15,438
BANK OF AMERICA CORP 16,777 26,730
BOSTON SCIENTIFIC CORP 4,824 11,251
BROADCOM INC COM 21,653 66,451
CATERPILLAR INC 9,041 24,061
CHEVRONTEXACO CORP FKA CHEVRON CORP 22,107 21,642
CLEAN HARBORS INC 7,849 13,365
CME GROUP INC 8,851 12,562
CMS ENERGY CORP 11,734 12,168
COCA COLA CO 14,311 16,149
COMCAST CORP NEW 12,999 10,641
CORTEVA INC COM 12,362 14,277
CUMMINS INC FKA CUMMINS ENGINE INC 6,206 14,803
DEERE & CO 7,620 9,344
FREEPORT-MCMORAN INC 13,246 15,593
HONEYWELL INTERNATIONAL INC 9,955 10,340
INTERACTIVE BROKERS GROUP INC CLASS A 5,034 14,148
JPMORGAN CHASE & CO FKA CHASE MANHATTAN COR 15,561 43,500
KEYSIGHT TECHNOLOGIES CORP 11,814 15,646
LOCKHEED MARTIN CORP 15,789 17,896
MCDONALDS CORP 13,098 15,587
MEDTRONIC PLC 15,740 17,128
MERCK & CO INC NEW 15,822 19,312
META PLATFORMS 27,652 31,684
MICROSOFT CORP 52,011 111,716
MONDELEZ INTL INC 10,993 9,834
NETFLIX COM INC 8,350 14,064
NVIDIA CORP 16,170 80,941
ORACLE CORP FKA ORACLE SYS CORP 9,526 24,948
PEPSI CO 15,662 13,190
PROCTER & GAMBLE CO 19,181 19,347
QUANTA SERVICES INC 3,796 11,396
ROCKWELL AUTOMATION INC FKA ROCKWELL INTL CORP NEW 9,014 12,839
RTX CORPORATION 10,220 21,641
S&P GLOBAL INC 14,334 18,291
SALE FORCE INC 10,369 9,817
SCHLUMBERGER LTD 9,119 7,192
SEMPRA ENERGY 13,585 14,674
TAKE-TWO INTERACTIVE SOFTWARE 7,156 14,338
TARGET CORP FKA DAYTON HUDSON CORP 14,849 10,459
THERMO FISHER SCIENTIFIC INC 17,473 18,556
UBER TECHNOLOGIES 8,716 13,891
UNION PACIFIC CORP 8,756 8,790
UNITEDHEALTH GROUP INC 17,669 11,554
VERTEX PHARMACEUTICALS INC 9,520 13,147
VISA INC - CLASS A SHARES 32,944 51,554
WABTEC CORP 6,865 13,234
WALMART INC 7,067 17,528
WELLS FARGO & CO 9,937 23,300
CAMECO CORP 3,655 14,211
DSM FIRMENICH AG 16,976 11,548
VEOLIA ENVIRONNEME 11,148 12,845
ASTRAZENECA PLC 19,690 28,379
LONDON STOCK EXCHANGE LTD 13,800 16,135
AIA GROUP 16,533 22,727
DAIFUKU CO 9,385 13,254
HITACHI NPV 9,668 20,203
KEYENCE CORP 16,034 13,741
SONY GROUP CORPORATION 8,077 13,221
SUZUKI MOTOR CORP 14,437 19,362
MARINE HARVEST NORWAY 13,958 17,987
HEXAGON AB 9,209 10,975
CYBERARK SOFTWARE LTD 3,046 9,813
FLUTTER ENTERTAINMENT 12,577 13,548
GRAB HOLDINGS LIMITED CLASS A 8,343 11,926
TRIP COM GROUP LTD 10,265 16,726
BK RAKYAT IDR250 19,623 14,252
CIA SANEAMENTO BASICO DO 11,587 15,669
HDFC BK LTD ADR 14,425 16,955
MERCADOLIBRE INC 6,994 12,086
TAIWAN SEMICONDUCTOR-SP ADR 9,619 33,732
CROWN CASTLE INC 11,775 6,310
HA SUSTAINABLE 13,518 13,568
ADYEN NV 13,598 12,919
ACCENTURE PLC 11,859 9,927
ARISTA NETWORKS INC 12,443 13,496
ATLASSIAN CORP PLC 13,236 12,809
CHENIERE ENERGY INC 12,701 11,080
COINBASE GLOBAL INC 13,103 9,950
INTUITIVE SURGICAL INC 12,295 13,593
JOHNSON & JOHNSON 14,551 14,900
L3HARRIS TECHNOLOGIES INC 10,533 12,330
MORGAN STANLEY 29,424 32,310
SNOWFLAKE INC 12,060 12,065
TJX COMPANIES INC NEW 14,391 15,822
WALT DISNEY CO 15,002 14,430
PRYSMIAN SPA EUR0.10 10,115 16,130
SARTORIUS AG NON VTG PRF NPV 13,157 13,936
MAGNUM ICE CREAM C ORD EUR3.50 0 852
UNILEVER PLC ORD GBP0.03 16,127 15,629
ADVANTEST CORP NPV 6,787 14,656
SANDVIK AB NPV 10,119 11,673
ALLEGRO MICROSYSTEMS INC 8,985 7,729
TENCENT HOLDINGS LTD 18,216 22,703
EILY LILLY & CO 16,919 20,419
ROCHE HLDGS 12,650 15,328

TY 2025 OtherExpensesSchedule
Name:
IANNIELLO FAMILY CHARITABLE TRUST
EIN:
84-6886194
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - CITIBANK ACCT #450768 11,057 11,057   0
FOREIGN TAX CREDIT - CITIBANK ACCT #450768 1,237 1,237   0
BANK FEES - CITIBANK ACCT #450768 43 43   0
NON-DEDUCTIBLE CHARITABLE DONATIONS 1,625 0   0


TY 2025 OtherIncomeSchedule2
Name:
IANNIELLO FAMILY CHARITABLE TRUST
EIN:
84-6886194
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CITIBANK ACCT #450768 - NONDIVIDEND DISTRIBUTIONS 390 0 390