TY 2025 Form 990PF

- TIN:

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
SG SCHIMENTI FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address) 8805 TAMIAMI TRAIL N 368
Room/suite

City or town
NAPLES

State or province
FL

Country

ZIP or foreign postal code
341082525

A Employer identification number

45-4076946

B Telephone number (see instructions)

2039125646

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

D 1. Foreign organizations, check here.............

2. Foreign organizations meeting the 85%
test, check here and attach computation ...

E If private foundation status was terminated
under section 507(b)(1)(A), check here .......

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$47,443,556J Accounting method: Cash Accrual
Other (specify)Modified Cash
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	114
2	Check .................
3	Interest on savings and temporary cash investments	166,052		166,052
4	Dividends and interest from securities...	929,642		929,642
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		123,842
b	Gross sales price for all assets on line 6a 1,816,807
7	Capital gain net income (from Part IV, line 2)...			123,842
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).......	List of Attached Documents: // Content	1	10,682
12	Total. Add lines 1 through 11........	1,219,651		1,230,218
13	Compensation of officers, directors, trustees, etc.	210,000		0	210,000
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	6,500	0	6,500
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	18,156	0	16,156
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	86,669	86,669	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	25,000	30	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	2,273	4,696	2,273
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	348,598		91,395	234,929
25	Contributions, gifts, grants paid.......	1,931,000			1,931,000
26	Total expenses and disbursements. Add lines 24 and 25 ................	2,279,598		91,395	2,165,929
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-1,059,947
b	Net investment income (if negative, enter -0-)			1,138,823
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	6,251,331	1,012,920	1,012,920
	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)	683,948	List of Attached Documents: // Content 322,014	322,014
	b	Investments—corporate stock (attach schedule).......	2,885,245	List of Attached Documents: // Content 3,327,146	3,327,146
	c	Investments—corporate bonds (attach schedule).......	10,364,918	List of Attached Documents: // Content 11,219,027	11,219,027
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	23,282,080	List of Attached Documents: // Content 31,562,449	31,562,449
	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)	43,467,522	47,443,556	47,443,556
	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
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	43,467,522	47,443,556
	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).....	43,467,522	47,443,556
	30	Total liabilities and net assets/fund balances (see instructions).	43,467,522	47,443,556

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

43,467,522

Enter amount from Part I, line 27a .....................

-1,059,947

Other increases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

5,035,981

Add lines 1, 2, and 3 ..........................

47,443,556

Decreases not included in line 2 (itemize)

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..

47,443,556

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
1 a	PUBLICLY TRADED SECURITIES
b	CAPITAL GAINS DIVIDENDS	P
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,752,480	1,692,965	59,515
b	64,327		64,327
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			59,515
b			64,327
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	123,842
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 .........................		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.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	15,830
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	15,830
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	15,830
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	19,376
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	19,376
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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	3,546
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax3,546	Refunded	11	0
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers.$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website addressN/A

The books are in care ofGLENN ANGIOLILLO Telephone no. (203) 912-5646

Located at8805 TAMIAMI TRAIL N SUITE 368NAPLESFL ZIP+4341082525

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 ........

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(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)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........

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? .............

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)):

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?....................

If "Yes," list the years 20, 20, 20, 20

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.) ..............

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

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.).....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2025)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check .........

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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-)
GLENN ANGIOLILLO	DIRECTOR, PRESIDENT, SECRETARY 15.00	170,000
8805 TAMIAMI TRAIL N SUITE 368 NAPLES,FL341082525	DIRECTOR, PRESIDENT, SECRETARY 15.00	170,000
GIAN ANGIOLILLO	DIRECTOR 3.00	20,000
8805 TAMIAMI TRAIL N SUITE 368 NAPLES,FL341082525	DIRECTOR 3.00	20,000
CHARLES MURPHY	DIRECTOR 3.00	20,000
8805 TAMIAMI TRAIL N SUITE 368 NAPLES,FL341082525	DIRECTOR 3.00	20,000

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)

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 arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3.........................0

Form 990-PF (2025)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

42,094,956

Average of monthly cash balances.......................

3,526,330

Fair market value of all other assets (see instructions)................

320,958

Total (add lines 1a, 1b, and 1c).......................

45,942,244

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

45,942,244

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

689,134

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

45,253,110

Minimum investment return. Enter 5% (0.05) of line 5 ................

2,262,656

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.)

Minimum investment return from Part IX, line 6..................

2,262,656

Tax on investment income for 2025 from Part V, line 5 .......

15,830

Income tax for 2025. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

15,830

Distributable amount before adjustments. Subtract line 2c from line 1............

2,246,826

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

2,246,826

Deduction from distributable amount (see instructions) .................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

2,246,826

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........

2,165,929

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

2,165,929

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				2,246,826
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......			2,083,147
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......
e From 2024......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 2,165,929
a Applied to 2024, but not more than line 2a			2,083,147
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.....				82,782
e Remaining amount distributed out of corpus	0
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	0
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 ..........				2,164,044
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 ......	0
10 Analysis of line 9:
a Excess from 2021 ....
b Excess from 2022 ....
c Excess from 2023 ....
d Excess from 2024 ....
e Excess from 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 4942(j)(3) or4942(j)(5)

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	(e) Total

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ABILIS INC 50 GLENVILLE STREET GREENWICH,CT068314140	N/A		GENERAL OPERATING SUPPORT	10,000
ASSOCIATION FOR FRONTOTEMPORAL DEGENERATION 2700 HORIZON DRIVE SUITE 120 KING OF PRUSSIA,PA194062726	N/A		GENERAL OPERATING SUPPORT	500,000
BOYS AND GIRLS CLUB OF GREENWICH 4 HORSENECK LANE GREENWICH,CT068306327	N/A		GENERAL OPERATING SUPPORT	25,000
CHURCH OF OUR LADY OF THE ROSARY 22 DON BOSCO PLACE PORT CHESTER,NY105735046	N/A		FOOD PANTRY	36,000
COFFEE FOR GOOD 48 MAPLE AVENUE GREENWICH,CT068305672	N/A		GENERAL OPERATING SUPPORT	15,000
FAIRFIELD COLLEGE PREPARATORY SCHOOL 1073 N BENSON ROAD FAIRFIELD,CT068245171	N/A		SCHOLARSHIPS	1,000,000
GREENWICH UNITED WAY 2 DEARFIELD DRIVE SUITE 300 GREENWICH,CT068315301	N/A		GENERAL OPERATING SUPPORT	25,000
HOPELINE WOMEN'S CENTER 4749 MAIN STREET BRIDGEPORT,CT066061805	N/A		GENERAL OPERATING SUPPORT	10,000
NOTRE DAME PREP 220 JEFFERSON STREET FAIRFIELD,CT068251062	N/A		SCHOLARSHIPS	100,000
SALESIAN HIGH SCHOOL 148 E MAIN STREET NEW ROCHELLE,NY108015324	N/A		SCHOLARSHIPS	100,000
WATERSIDE SCHOOL INC 770 PACIFIC STREET STAMFORD,CT069027329	N/A		SCHOLARSHIPS	100,000
WESTPORT ASTRONOMICAL SOCIETY INC 182 BAYBERRY LANE WESTPORT,CT068802802	N/A		SCHOLARSHIPS	10,000
Total ................................. 3a				1,931,000

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	166,052
4 Dividends and interest from securities ....			14	929,642
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	1
8 Gain or (loss) from sales of assets other than inventory ............			18	123,842
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		1,219,537	0

13Total. Add line 12, columns (b), (d), and (e)..................

1,219,537

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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. Yes No
	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

- TIN:

TY 2025 AccountingFeesSchedule

Name:

SG SCHIMENTI FOUNDATION INC

EIN:

45-4076946

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ANNUAL BOOKKEEPING AND TAX RETURN PREPARATION	18,156	0		16,156

- TIN:

TY 2025 InvestmentsCorpBondsSchedule

Name:

SG SCHIMENTI FOUNDATION INC

EIN:

45-4076946

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ADVENTIST HEALTH SYS WEST, 03/01/32, 5.430% (007944AH4) 75,000 QTY	76,742	76,742
AERCAP IRELAND CAPITAL DAC, 01/30/32, 3.300% (00774MAX3) 150,000 QTY	138,696	138,696
AIR LEASE CORP, 01/15/32, 2.875% (00914AAS1) 75,000 QTY	67,349	67,349
AMERICAN ELECTRIC POWER CO INC, 03/01/33, 5.625% (025537AX9) 70,000 QTY	73,625	73,625
AMERICAN EXPRESS CO, 07/27/29, 5.282% (025816DH9) 75,000 QTY	77,269	77,269
AMERICAN INTL GROUP INC, 05/07/35, 5.450% (026874DX2) 75,000 QTY	78,296	78,296
AMGEN INC, 03/02/33, 5.250% (031162DR8) 75,000 QTY	77,742	77,742
AON CORP / AON GLOBAL HOLDINGS, 02/28/33, 5.350% (03740LAG7) 100,000 QTY	104,267	104,267
ASSURED GUARANTY US HOLDINGS I, 06/15/31, 3.150% (04621WAD2) 85,000 QTY	80,246	80,246
AT&T INC, 12/01/33, 2.550% (00206RMM1) 90,000 QTY	76,949	76,949
ATHENE HOLDING LTD, 01/31/15, 3.500% (04686JAC5) 90,000 QTY	85,112	85,112
AUTOZONE INC SR GLBL NT, 08/01/33, 5.200% (053332BF8) 75,000 QTY	77,075	77,075
AXA EQUITABLE HOLDINGS INC, 04/20/28, 4.350% (054561AJ4) 27,000 QTY	27,114	27,114
BANK NEW YORK MELLON CORP FR, 06/06/36, 5.316% (06406RCJ4) 100,000 QTY	103,795	103,795
BANK OF AMERICA CORP, 01/24/36, 5.511% (06051GMM8) 100,000 QTY	104,552	104,552
BANK OF NOVA SCOTIA/THE, 06/12/28, 5.250% (06418GAD9) 75,000 QTY	77,265	77,265
BAXTER INTL INC SR GLBL NT, 02/01/32, 2.539% (071813CS6) 100,000 QTY	87,273	87,273
BBMCS MTG TR, 04/15/56, 5.753% (05553RAZ3) 75,000 QTY	76,066	76,066
BECTON DICKINSON AND CO, 08/22/32, 4.298% (075887CP2) 75,000 QTY	73,902	73,902
BERRY GLOBAL INC, 01/15/27, 1.650% (08576PAF8) 85,000 QTY	82,756	82,756
BLOCK FINANCIAL LLC, 08/15/30, 3.875% (093662AH7) 85,000 QTY	81,932	81,932
BOARDWALK PIPELINES LP SR NT, 09/01/32, 3.600% (096630AJ7) 75,000 QTY	70,064	70,064
BOSTON MEDICAL CENTER CORP, 07/01/26, 4.519% (10103DAA4) 75,000 QTY	74,945	74,945
BROADCOM INC, 11/15/30, 4.150% (11135FAQ4) 90,000 QTY	89,713	89,713
BROWN & BROWN INC SR NT, 06/11/34, 5.650% (115236AG6) 75,000 QTY	77,507	77,507
BUNGE LTD FINANCE CORP, 05/14/31, 2.750% (120568BC3) 65,000 QTY	59,734	59,734
CANADIAN IMPERIAL BANK OF, 10/03/33, 6.092% (13607LWW9) 75,000 QTY	81,667	81,667
CAPITAL ONE FINANCIAL CORP, 02/01/35, 6.051% (14040HDF9) 70,000 QTY	74,649	74,649
CDW LLC / CDW FINANCE CORP, 02/15/29, 3.250% (12513GBF5) 75,000 QTY	72,246	72,246
CENTERPOINT ENERGY RES CORP SR, 03/01/28, 5.250% (15189YAG1) 75,000 QTY	76,885	76,885
CHARLES SCHWAB CORP/THE, 05/19/29, 5.643% (808513CD5) 80,000 QTY	83,033	83,033
CHARTER COMMUNICATIONS OPERATI, 04/01/32, 2.800% (161175BU7) 100,000 QTY	90,067	90,067
CHENIERE ENERGY PARTNERS L P, 03/01/31, 4.000% (16411QAK7) 110,000 QTY	107,227	107,227
CITIGROUP INC, 04/23/29, 4.075% (172967LW9) 100,000 QTY	99,965	99,965
COMCAST CORP, 05/15/33, 4.800% (20030NEE7) 75,000 QTY	75,775	75,775
COMMONSPIRIT HEALTH, 11/01/27, 6.073% (20268JAK9) 75,000 QTY	77,536	77,536
CONTINENTAL RESOURCES INC/OK, 01/15/28, 4.375% (212015AS0) 75,000 QTY	74,878	74,878
CVS HEALTH CORP, 02/21/33, 5.250% (126650DU1) 100,000 QTY	103,143	103,143
DELL INTL LLC / EMC CORP, 04/01/32, 5.300% (24703TAN6) 75,000 QTY	77,234	77,234
DEUTSCHE BANK AG/NEW YORK, 01/13/26, 4.100% (251526BZ1) 100,000 QTY	99,995	99,995
DIAMONDBACK ENERGY INC SR NT, 03/24/31, 3.125% (25278XAR0) 85,000 QTY	79,505	79,505
DOLLAR GENERAL CORP, 11/01/32, 5.000% (256677AL9) 75,000 QTY	76,179	76,179
DOMINION ENERGY INC SR GLBL -C NT, 11/15/32, 5.375% (25746UDR7) 100,000 QTY	103,974	103,974
DTE ELECTRIC CO, 05/15/35, 5.250% (23338VAY2) 75,000 QTY	77,248	77,248
DUKE ENERGY CORP, 08/15/32, 4.500% (26441CBT1) 75,000 QTY	74,864	74,864
EAGLE MATERIALS INC, 07/01/31 2.500% (26969PAB4) 80,000 QTY	72,720	72,720
ENBRIDGE INC SR NT 34, 04/05/34, 5.625% (29250NCC7) 75,000 QTY	78,414	78,414
ENERGY TRANSFER OPERATING LP, 04/15/29, 5.250% (29278NAG8) 75,000 QTY	77,112	77,112
ENTERGY TEXAS INC 1M GLBL BD, 03/30/29, 4.000% (29365TAG9) 75,000 QTY	74,932	74,932
EQT CORP, 02/01/30 7.000% (26884LAG4) 70,000 QTY	76,083	76,083
EQUINIX INC, 11/18/29, 3.200% (29444UBE5) 85,000 QTY	81,662	81,662
ESSENTIAL UTILS INC SR GLBL NT 30, 04/15/30, 2.704% (29670GAD4) 90,000 QTY	84,570	84,570
EVERSOURCE ENERGY, 05/15/33, 5.125% (30040WAU2) 105,000 QTY	106,231	106,231
EXELON CORP, 03/15/33, 5.300% (30161NBK6) 100,000 QTY	104,072	104,072
EXPEDIA GROUP INC SR GLBL NT, 02/15/30, 3.250% (30212PAR6) 85,000 QTY	81,586	81,586
FIFTH THIRD BANCORP, 04/25/33, 4.337% (316773DF4) 100,000 QTY	97,904	97,904
FISERV INC, 03/02/33, 5.600% (337738BE7) 70,000 QTY	72,348	72,348
FORD MOTOR CO, 08/19/32, 6.100% (345370DB3) 75,000 QTY	77,391	77,391
GENERAL MOTORS FINANCIAL CO IN, 01/04/34, 5.950% (37045XEV4) 75,000 QTY	78,612	78,612
GOLDMAN SACHS GROUP INC/THE, 05/01/29, 4.223% (38141GWZ3) 100,000 QTY	100,233	100,233
HCA INC, 09/01/28, 5.625% (404121AJ4) 75,000 QTY	77,390	77,390
HEWLETT PACKARD ENTERPRISE CO, 10/15/34, 5.000% (42824CBV0) 75,000 QTY	74,504	74,504
HSBC HOLDINGS PLC, 03/13/28, 4.041% (404280BK4) 80,000 QTY	79,897	79,897
HUNTINGTON BANCSHARES INC/OH, 02/02/35, 5.709% (446150BD5) 75,000 QTY	78,484	78,484
IDEX CORP, 05/01/30, 3.000% (45167RAG9) 85,000 QTY	80,413	80,413
INTERCONTINENTAL EXCHANGE INC, 03/15/33, 4.600% (45866FAW4) 80,000 QTY	81,136	81,136
JABIL INC, 01/15/31, 3.000% (466313AK9) 85,000 QTY	79,257	79,257
JBS USA LUX S A, 01/01/33, 5.750% (46590XAY2) 100,000 QTY	104,499	104,499
JPMORGAN CHASE & CO, 04/22/32, 2.580% (46647PCC8) 125,000 QTY	114,356	114,356
KINDER MORGAN INC, 02/15/31, 2.000% (49456BAR2) 90,000 QTY	80,431	80,431
KROGER CO, 09/15/29, 8.000% (501044BV2) 65,000 QTY	72,817	72,817
L3HARRIS TECHNOLOGIES INC, 07/31/33, 5.400% (502431AQ2) 70,000 QTY	73,019	73,019
LENNAR CORP, 11/29/27, 4.750% (526057CD4) 75,000 QTY	75,608	75,608
LOUISVILLE GAS & ELEC CO 1M GLBL BD, 04/15/33, 5.450% (546676AZ0) 70,000 QTY	73,311	73,311
M & T BK CORP FR, 01/16/36, 5.385% (55261FAV6) 75,000 QTY	76,358	76,358
M D C HLDGS INC CR SEN SR GLBL, 01/15/30, 3.850% (552676AT5) 85,000 QTY	81,831	81,831
MARRIOTT INTERNATIONAL INC/MD, 10/15/32, 3.500% (571903BF9) 115,000 QTY	107,559	107,559
MARSH & MCLENNAN COS INC SR GLBL NT, 09/15/33, 5.400% (571748BU5) 75,000 QTY	78,901	78,901
MITSUBISHI UFJ FINANCIAL G, 07/20/27, 1.538% (606822BY9) 100,000 QTY	98,605	98,605
MORGAN STANLEY FIN LLC MEDIUM TERM, 06/28/26, 5.850% (61766YTF8) 100,000 QTY	98,565	98,565
MORGAN STANLEY, 01/18/36, 5.587% (61748UAF9) 100,000 QTY	104,698	104,698
MOTOROLA SOLUTIONS INC SR GLBL NT, 05/24/31, 2.750% (620076BU2) 100,000 QTY	91,591	91,591
MPLX LP, 08/15/30, 2.650% (55336VBQ2) 90,000 QTY	83,433	83,433
NASDAQ INC, 06/28/28, 5.350% (63111XAH4) 75,000 QTY	77,418	77,418
NATIONAL GRID PLC, 06/12/33, 5.809% (636274AE2) 75,000 QTY	79,886	79,886
NEWMONT CORP, 07/15/32, 2.600% (651639AZ9) 75,000 QTY	68,341	68,341
NEXTERA ENERGY CAPITAL HOLDING, 01/15/31, 2.440% (65339KBZ2) 90,000 QTY	80,257	80,257
NORTHERN TRUST CORP, 11/02/32, 6.125% (665859AX2) 95,000 QTY	103,727	103,727
NUCOR CORP SR GLBL NT 32, 04/01/32, 3.125% (670346AV7) 85,000 QTY	79,134	79,134
NUTRIEN LTD, 03/27/28, 4.900% (67077MBA5) 75,000 QTY	76,371	76,371
NVENT FINANCE SARL, 04/15/28, 4.550% (67078AAD5) 100,000 QTY	100,583	100,583
OCCIDENTAL PETROLEUM CORP, 07/15/30, 8.875% (674599EA9) 65,000 QTY	75,155	75,155
OLD REPUBLIC INTERNATIONAL COR, 03/28/34, 5.750% (680223AM6) 75,000 QTY	78,041	78,041
ONEOK INC, 09/01/33, 6.050% (682680BL6) 75,000 QTY	79,891	79,891
ORACLE CORP, 09/26/35, 5.200% (68389XDM4) 75,000 QTY	72,025	72,025
ORLANDO HEALTH OBLIGATED GROUP, 10/01/35, 5.475% (686514AP5) 75,000 QTY	78,385	78,385
OWENS CORNING NEW SR GLBL NT, 06/15/34, 5.700% (690742AP6) 75,000 QTY	79,003	79,003
PACIFIC GAS AND ELECTRIC CO, 01/15/33, 6.150% (694308KJ5) 100,000 QTY	106,260	106,260
PHILLIPS 66, 06/30/33, 5.300% (718547AR3) 75,000 QTY	77,486	77,486
PILGRIM'S PRIDE CORP, 07/01/33, 6.250% (72147KAK4) 75,000 QTY	80,164	80,164
PLAINS ALL AMERICAN PIPELINE L, 09/15/30, 3.800% (72650RBN1) 85,000 QTY	82,526	82,526
PNC FINANCIAL SERVICES GROUP I, 12/02/28, 5.354% (693475BK0) 110,000 QTY	112,796	112,796
PROVIDENCE ST JOSEPH HEALTH OB, 10/01/33, 5.403% (743820AC6) 75,000 QTY	77,408	77,408
PUBLIC SVC ENTERPRISE GROUP SR NT, 10/15/33, 6.125% (744573AX4) 75,000 QTY	80,843	80,843
PUGET ENERGY INC SR SEC GLBL NT, 06/15/30, 4.100% (745310AK8) 80,000 QTY	78,413	78,413
PULTE CORP, 06/15/32, 7.875% (745867AM3) 65,000 QTY	76,314	76,314
RAYTHEON TECHNOLOGIES CORP, 02/27/33, 5.150% (75513ECR0) 80,000 QTY	82,746	82,746
ROYAL BANK OF CANADA, 01/12/28, 4.900% (78016FZW7) 75,000 QTY	76,516	76,516
ROYAL CARIBBEAN CRUISES LT, 01/15/36, 5.375% (78017TAB9) 75,000 QTY	75,507	75,507
SCIENCE APPLICATIONS INT, 07/01/33, 5.500% (808626AG0) 75,000 QTY	76,718	76,718
SEMPRA GLBL NT, 08/01/33, 5.500% (816851BR9) 75,000 QTY	78,479	78,479
SOUTHERN CALIFORNIA EDISON CO, 11/01/32, 5.950% (842400HT3) 70,000 QTY	74,150	74,150
SOUTHERN CO/THE, 06/15/33, 5.200% (842587DR5) 105,000 QTY	108,033	108,033
SOUTHWEST AIRLINES CO, 02/10/30, 2.625% (844741BF4) 90,000 QTY	83,672	83,672
SOUTHWESTERN ENERGY CO, 02/01/32, 4.750% (845467AT6) 75,000 QTY	74,098	74,098
STATE STREET CORP, 11/04/28, 5.820% (857477BY8) 60,000 QTY	62,035	62,035
STEEL DYNAMICS INC, 01/15/31, 3.250% (858119BM1) 100,000 QTY	95,167	95,167
TARGA RESOURCES CORP, 02/01/33, 4.200% (87612GAA9) 110,000 QTY	105,486	105,486
T-MOBILE USA INC, 04/15/29, 3.375% (87264ABV6) 80,000 QTY	78,027	78,027
TORONTO-DOMINION BANK/THE, 07/17/28, 5.523% (89115A2U5) 75,000 QTY	77,733	77,733
TRUIST FINANCIAL CORP, 01/26/29, 4.873% (89788MAL6) 115,000 QTY	116,856	116,856
TYSON FOODS INC, 03/15/34, 5.700% (902494BM4) 75,000 QTY	79,223	79,223
UPMC, 05/15/33, 5.035% (90320WAG8) 75,000 QTY	76,547	76,547
US BANCORP, 02/01/29, 4.653% (91159HJK7) 80,000 QTY	81,031	81,031
VALERO ENERGY CORP, 04/15/32, 7.500% (91913YAE0) 75,000 QTY	85,976	85,976
VERIZON COMMUNICATIONS INC, 03/22/30, 3.150% (92343VFE9) 75,000 QTY	71,902	71,902
VIATRIS INC, 06/22/27, 2.300% (92556VAC0) 85,000 QTY	82,576	82,576
VMWARE INC, 05/15/30, 4.700% (928563AF2) 75,000 QTY	76,266	76,266
VULCAN MATERIALS CO, 06/01/30, 3.500% (929160AZ2) 75,000 QTY	72,718	72,718
WABTEC CORP, 09/15/28, 4.700% (960386AM2) 75,000 QTY	75,934	75,934
WELLS FARGO & CO, 03/24/28, 3.526% (95000U2V4) 75,000 QTY	74,520	74,520
WESTERN MIDSTREAM OPERATING LP, 04/01/33, 6.150% (958667AE7) 100,000 QTY	106,026	106,026
WEYERHAEUSER CO, 12/15/33, 6.875% (962166BT0) 75,000 QTY	83,817	83,817
WILLIS NORTH AMERICA INC, 09/15/28, 4.500% (970648AG6) 75,000 QTY	75,550	75,550
XCEL ENERGY INC GLBL NT, 06/01/32, 4.600% (98388MAD9) 75,000 QTY	74,702	74,702

- TIN:

TY 2025 InvestmentsCorpStockSchedule

Name:

SG SCHIMENTI FOUNDATION INC

EIN:

45-4076946

Name of Stock	End of Year Book Value	End of Year Fair Market Value
3I GROUP ADR (TGOPY) 382.000 SHARES	4,160	4,160
ADYEN N V ADR (ADYEY) 221.000 SHARES	3,529	3,529
ALPHABET INC CAP STK CL C (GOOG) 1,208.833 SHARES	379,332	379,332
AON PLC CL A (AON) 1,135.304 SHARES	400,626	400,626
AON PLC CL A (AON) 6.000 SHARES	2,117	2,117
APPLE INC (AAPL) 1,521.084 SHARES	413,522	413,522
ARCH CAPITAL GROUP COM STK (ACGL) 44.000 SHARES	4,221	4,221
ASM INTERNATIONAL NV ASM INTERNATIONAL N.V. COM STK (ASMIY) 5.000 SHARES	3,017	3,017
ASML HOLDING NV NY REG 2012 (ASML) 6.000 SHARES	6,419	6,419
ASTRAZENECA PLC SPONSORED ADR (AZN) 42.000 SHARES	3,861	3,861
BAE SYS PLC SPONSORED ADR (BAESY) 70.000 SHARES	6,502	6,502
CANADIAN NAT RES LTD COM CANADIAN NAT RES COM STK (CNQ) 69.000 SHARES	2,336	2,336
CANADIAN PAC RY LTD COM NPV (CP) 52.000 SHARES	3,829	3,829
COUPANG INC (CPNG) 150.000 SHARES	3,539	3,539
DEUTSCHE BOERSE ADR (DBOEY) 95.000 SHARES	2,498	2,498
EXPERIAN PLC (EXPGY) 53.000 SHARES	2,394	2,394
FERGUSON PLC (FERG) 14.000 SHARES	2,894	2,894
FERRARI N V FERRARI N V COMMON STOCK (RACE) 6.000 SHARES	2,217	2,217
ICICI BK LTD (IBN) 109.000 SHARES	3,248	3,248
LINDE PLC (LIN) 8.000 SHARES	3,411	3,411
MARRIOTT INTL INC NEW CL A (MAR) 1,493.395 SHARES	463,311	463,311
MERCADOLIBRE INC COM STK (MELI) 1.000 SHARE	2,014	2,014
META PLATFORMS INC CL A (META) 175.685 SHARES	115,968	115,968
MICROSOFT CORP (MSFT) 491.267 SHARES	237,587	237,587
MITSUBISHI HEAVY INDS LTD ADS (MHVIY) 250.000 SHARES	6,058	6,058
MONDAY COM LTD COM NPV (MNDY) 12.000 SHARES	1,771	1,771
NINTENDO LTD ADR (NTDOY) 206.000 SHARES	3,473	3,473
NOVO-NORDISK A S ADR (NVO) 43.000 SHARES	2,188	2,188
NU HOLDINGS LTD (NU) 227.000 SHARES	3,800	3,800
NVIDIA CORP (NVDA) 2,201.574 SHARES	410,594	410,594
PALO ALTO NETWORKS (PANW) 1,486.000 SHARES	273,721	273,721
PHILIP MORRIS INTL COM STK NPV (PM) 37.000 SHARES	5,935	5,935
RHEINMETALL ADR (RNMBY) 6.000 SHARES	2,193	2,193
ROLLS ROYCE HOLDINGS PLC SPONSORED ADR (RYCEY) 589.000 SHARES	9,259	9,259
RYMAN HOSPITALITY PPPTYS (RHP) 2,702.587 SHARES	255,718	255,718
SAFRAN ADR (SAFRY) 69.000 SHARES	6,006	6,006
SAP SE-SPONSORED ADR (SAP) 22.000 SHARES	5,101	5,101
SEA LTD ADR (SE) 49.000 SHARES	6,251	6,251
SEAGATE TECHNOLOGIES HOLDINGS PLC (SXT) 16.000 SHARES	4,406	4,406
SHOPIFY INC CL A SUB VTG SHS (SHOP) 21.000 SHARES	3,380	3,380
SIEMENS ENERGY AG ADR (SMNEY) 87.000 SHARES	12,193	12,193
SPOTIFY TECHNOLOGY SA COM EURO.025 (SPOT) 7.000 SHARES	4,065	4,065
TAIWAN SEMICONDUCTOR MANUFACTURING ADS REP 5TWD10 (TSM) 35.000 SHARES	10,636	10,636
TENCENT HLDGS LTD ADR (TCEHY) 58.000 SHARES	4,440	4,440
UBS GROUP AG COMMON STOCK (UBS) 95.000 SHARES	4,399	4,399
WASTE CONNECTIONS INC (WCN) 13.000 SHARES	2,280	2,280
WASTE MGMT INC DEL (WM) 986.423 SHARES	216,727	216,727

- TIN:

TY 2025 InvestmentsGovtObligationsSch

Name:

SG SCHIMENTI FOUNDATION INC

EIN:

45-4076946

US Government Securities - End of Year Book Value:

US Government Securities - End of Year Fair Market Value:

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

322,014

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

322,014

- TIN:

TY 2025 InvestmentsOtherSchedule2

Name:

SG SCHIMENTI FOUNDATION INC

EIN:

45-4076946

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
BONDBLOXX FIVE YEAR TARGET DURATION US TREASURY ETF (XFIV) 1,994.000 SHARES	FMV	98,661	98,661
GABELLI ASSOCIATES LIMITED CLASS A INITIAL SERIES 2,550.876 SHARES	FMV	2,652,772	2,652,772
INVESCO QQQ TR UNIT SER 1 (QQQ) 11,756.939 SHARES	FMV	7,222,405	7,222,405
ISHARES CORE S&P 500 ETF (IVV) 2,457.000 SHARES	FMV	1,682,898	1,682,898
ISHARES CORE S&P 500 INDEX FUND ETF (IVV) 1,263.000 SHARES	FMV	865,079	865,079
ISHARES NORTH AMERICAN-TECH SOFTWARE ETF (IGV) 1,800.000 SHARES	FMV	190,242	190,242
ISHARES S&P500 VALUE ETF (IVE) 1,919.415 SHARES	FMV	407,050	407,050
ISHARES TR BROAD USD HIGH YIELD CORPORATE BD ETF (USHY) 1,980.000 SHARES	FMV	74,042	74,042
JPMORGAN TR CORE PLUS BD ETF (JCPB) 3,649.000 SHARES	FMV	172,780	172,780
LORD ABBETT TR I SHORT DURATION HI YIELD FD CL A (LSYAX) 53,858.460 SHARES	FMV	527,813	527,813
MFC ISHARES CORE S&P MID-CAP ETF (IJH) 4,430.000 SHARES	FMV	292,380	292,380
MFC ISHARES TR ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA) 4,210.000 SHARES	FMV	174,126	174,126
MFC ISHARES TR RUSSEL 1000 GROWTH ETF (IWF) 1,601.000 SHARES	FMV	757,753	757,753
MFC ISHARES U.S. TREASURY BOND ETF (GOVT) 22,306.000 SHARES	FMV	513,595	513,595
MFC VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING (VWO) 3,394.000 SHARES	FMV	182,461	182,461
MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTL CL (BHYIX) 34,081.670 SHARES	FMV	246,069	246,069
MFO DFA INVEST DIMENSIONS GROUP INC US SMALL CAP (DFSTX) 6,534.89 SHARES	FMV	341,644	341,644
MFO DFA INVT DIMENSIONS GROUP INC EMERGING MKTS (DFCEX) 2,506.750 SHARES	FMV	72,896	72,896
MFO HARBOR FDS CAP APPRECIATION FD RETIREMENT CL (HNACX) 4,668.790 SHARES	FMV	547,275	547,275
MFO MFS INSTL INTL EQTY FD (MIEIX) 5,877.260 SHARES	FMV	238,499	238,499
MORGAN STANLEY TR ETF EATON VANCE TOTAL RETURN BOND (EVTR) 5,750.000 SHARES	FMV	296,125	296,125
SCHWAB STRATEGIC TR FUNDAMNETAL INTRNTNL EQUITY (FNDE) 2,786.000 SHARES	FMV	100,463	100,463
SCHWAB STRATEGIC TR FUNDAMNETAL INTRNTNL EQUITY (FNDF) 11,031.000 SHARES	FMV	498,712	498,712
SCHWAB US DIVIDEND ETF EQUITY (SCHD) 14,152.126 SHARES	FMV	388,193	388,193
SELECT SECTOR SPDR STATE STREET ENERGY SPDR ETF (XLE) 2,018.711 SHARES	FMV	90,256	90,256
SM MERGER/ARBITRAGE, L.P.	FMV	320,958	320,958
SPDR S&P 500 TRUST ETF (SPY) 12,289.849 SHARES	FMV	8,380,694	8,380,694
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 6,287.000 SHARES	FMV	392,749	392,749
VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF (VWO) 4,592.000 SHARES	FMV	246,866	246,866
VANGUARD MEGA CAP GROWTH ETF (MGK) 242.000 SHARES	FMV	99,890	99,890
VANGUARD MID CAP ETF (VO) 1,258.276 SHARES	FMV	365,177	365,177
VANGUARD MID CAP ETF (VO) 755.000 SHARES	FMV	219,116	219,116
VANGUARD SHORT-TERM TREASURY ETF (VGSH) 13,159.000 SHARES	FMV	772,828	772,828
VANGUARD SMALL CAP ETF (VB) 1,377.915 SHARES	FMV	355,433	355,433
VANGUARD SMALL CAP ETF (VB) 662.000 SHARES	FMV	170,763	170,763
VANGUARD SMALL CAP V ETF (VBR) 229.000 SHARES	FMV	48,500	48,500
VANGUARD TOTAL BOND MARKET ETF (BND) 3,331.000 SHARES	FMV	246,727	246,727
VANGUARD TOTAL STOCK MARKET ETF (VTI) 3,903.000 SHARES	FMV	1,308,559	1,308,559

- TIN:

TY 2025 LegalFeesSchedule

Name:

SG SCHIMENTI FOUNDATION INC

EIN:

45-4076946

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
GENERAL AND ADMINISTRATIVE LEGAL COUNSEL	6,500	0		6,500

- TIN:

TY 2025 OtherExpensesSchedule

Name:

SG SCHIMENTI FOUNDATION INC

EIN:

45-4076946

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INSURANCE	2,273	0		2,273
OTHER DEDUCTIONS THRU SCHEDULE K-1	0	4,696		0

- TIN:

TY 2025 OtherIncomeSchedule2

Name:

SG SCHIMENTI FOUNDATION INC

EIN:

45-4076946

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INCOME (LOSS) THRU SCHEDULE K-1		10,681
SECURITIES LITIGATION PROCEEDS	1	1	1

- TIN:

TY 2025 OtherIncreasesSchedule

Name:

SG SCHIMENTI FOUNDATION INC

EIN:

45-4076946

Description	Amount
UNREALIZED GAIN ON INVESTMENTS	5,035,981

- TIN:

TY 2025 OtherProfessionalFeesSchedule

Name:

SG SCHIMENTI FOUNDATION INC

EIN:

45-4076946

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT AND ADVISORY	86,669	86,669		0

- TIN:

TY 2025 TaxesSchedule

Name:

SG SCHIMENTI FOUNDATION INC

EIN:

45-4076946

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEDERAL EXCISE TAX PAID	25,000	0		0
FOREIGN TAXES WITHHELD THRU SCHEDULE K-1	0	30		0