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
Anne Anastasi Charitable Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address) Foundation Source 501 Silverside Rd
  Room/suite
City or town
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

13-4013290
B Telephone number (see instructions)

8008391754
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)$6,610,104J 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) 0
2 Check .................
3 Interest on savings and temporary cash investments 3,371 3,371  
4 Dividends and interest from securities... 160,567 160,567  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,753
b Gross sales price for all assets on line 6a 278,051
7 Capital gain net income (from Part IV, line 2)... 10,753
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
627 627  
12 Total. Add lines 1 through 11........ 175,318 175,318  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,800     12,800
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
85,197 39,117   46,080
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,112 212    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,413     2,413
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
36,675 32   36,643
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 139,197 39,361   97,936
25 Contributions, gifts, grants paid....... 213,500 213,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 352,697 39,361   311,436
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -177,379
b Net investment income (if negative, enter -0-) 135,957
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 111,803 49,560 49,560
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) 13,852 Click to see attachment
List of Attached Documents:
// Content
11,602 		11,196
b Investments—corporate stock (attach schedule)....... 3,234,994 Click to see attachment
List of Attached Documents:
// Content
3,123,641 		5,532,774
c Investments—corporate bonds (attach schedule)....... 1,016,296 Click to see attachment
List of Attached Documents:
// Content
1,014,763 		1,016,574
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) 4,376,945 4,199,566 6,610,104
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 4,376,945 4,199,566
29 Total net assets or fund balances (see instructions)..... 4,376,945 4,199,566
30 Total liabilities and net assets/fund balances (see instructions). 4,376,945 4,199,566
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
4,376,945
2
Enter amount from Part I, line 27a .....................
2
-177,379
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,199,566
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
4,199,566
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 Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 278,051   267,298 10,753
b
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       10,753
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 10,753
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 1,890
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,890
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,890
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,051
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,051
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 161
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax161 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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
Yes
 
Website address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
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)
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)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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
Brian Behan Dir, Treas, VP
5.0 		2,400 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Virginia Galente Davey VP
1.0 		800 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Jonathan Nicholas Galente Pres, Pres Emeritus
1.0 		2,400 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
De Anna Galente-Montera Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Vincent P Gianatasio Dir, Sec, Pres
10.0 		2,400 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Xavier Macias Dir, Sec
4.0 		2,400 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Scott Sage Dir, VP
4.0 		2,400 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................  
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
 
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.........................  
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
6,294,496
b
Average of monthly cash balances.......................
1b
117,903
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
6,412,399
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,412,399
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
96,186
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,316,213
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
315,811
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
315,811
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,890
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,890
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
313,921
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
313,921
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
313,921
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
311,436
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
311,436
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 7 313,921
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 301,656
b Total for prior years:2023, 2022, 2021  
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 ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 311,436
a Applied to 2024, but not more than line 2a 301,656
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 9,780
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		304,141
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
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 .... 0
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).)
NONE
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

ALL ABOUT CATS AND DOGS CLINIC

415 S FEDERAL HWY
DANIA BEACH,FL33004 		N/A   General & Unrestricted 10,000

ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI

225 N MICHIGAN AVE 17TH FL
CHICAGO,IL60601 		N/A   General & Unrestricted 10,000

BARRY UNIVERSITY INC

11300 NE 2ND AVE
MIAMI SHORES,FL33161 		N/A   General & Unrestricted 2,000

BLYTHEDALE CHILDREN'S HOSPITAL

95 BRADHURST AVE
VALHALLA,NY10595 		N/A   General & Unrestricted 10,000

BOSTON COLLEGE

LYONS HALL
CHESTNUT HILL,MA02467 		N/A   General & Unrestricted 10,000

COAST GUARD FOUNDATION INC

394 TAUGWONK RD
STONINGTON,CT06378 		N/A   General & Unrestricted 2,500

FRANCISCAN FRIARS OF THE ATONEMENT

PO BOX 301
GARRISON,NY10524 		N/A   General & Unrestricted 25,000

FRANCISCAN SISTERS OF THE ATONEMENT

41 OLD HIGHLAND TPKE
GARRISON,NY10524 		N/A   General & Unrestricted 5,000

FRIENDS OF THE SENIOR CITIZENS OF PUTNAM COUNTY IN

110 OLD RTE 6 STE 1
CARMEL,NY10512 		N/A   General & Unrestricted 2,500

HOLLYWOOD ART AND CULTURE CENTER INC

1650 HARRISON ST
HOLLYWOOD,FL33020 		N/A   General & Unrestricted 2,500

JOHNS HOPKINS UNIVERSITY

750 E PRATT ST 17TH FL
BALTIMORE,MD21202 		N/A   CTNNB1 Syndrome Research under the direction of Dr. Jeff Coller 25,000

KENT FIRE DISTRICT NUMBER ONE

2490 RTE 301
CARMEL,NY10512 		N/A   General & Unrestricted 10,000

MCCLOSKEY COMMUNITY SERVICES CORP

41 N MAIN AVE
ALBANY,NY12203 		N/A   General & Unrestricted 2,500

MEALS ON WHEELS OF GREATER NEWBURGH INC

35 CERONE PL
NEWBURGH,NY12550 		N/A   General & Unrestricted 5,000

MERCY SHIPS

PO BOX 1930
LINDALE,TX75771 		N/A   General & Unrestricted 2,500

MONASTERY OF ST CLARE-FRANCISCAN POOR CLARE NUNS

70 NELSON AVE
WAPPINGERS FL,NY12590 		N/A   General & Unrestricted 5,000

MY BROTHER VINNY INC

PO BOX 644
YORKTOWN HTS,NY10598 		N/A   General & Unrestricted 10,000

NEW YORK PUBLIC RADIO

PO BOX 1550
NEW YORK,NY10116 		N/A   General & Unrestricted 2,500

PUTNAM VALLEY COMMUNITY FOOD PANTRY LTD

337 PEEKSKILL HOLLOW RD
PUTNAM VALLEY,NY10579 		N/A   General & Unrestricted 2,000

SERVANTS OF RELIEF FOR INCURABLE CANCER

600 LINDA AVE
HAWTHORNE,NY10532 		N/A   General & Unrestricted 15,000

SPCA OF WESTCHESTER INC

590 N STATE RD
BRIARCLIFF,NY10510 		N/A   General & Unrestricted 10,000

ST CHRISTOPHERS INN INC

21 FRANCISCAN WAY
GARRISON,NY10524 		N/A   General & Unrestricted 5,000

THE AMERICAN NATIONAL RED CROSS

520 WEST 49TH ST
NEW YORK,NY10019 		N/A   General & Unrestricted 5,000

THE HOLLYWOOD HISTORICAL SOCIETY INC

PO BOX 222755
HOLLYWOOD,FL33022 		N/A   General & Unrestricted 2,000

TOMPKINS CORNERS CULTURAL CENTER INC

729 PEEKSKILL HOLLOW RD
PUTNAM VALLEY,NY10579 		N/A   Visual Arts Center 10,000

WESTCHESTER CHILDRENS ASSOCIATION INC

470 MAMARONECK AVE STE 304
WHITE PLAINS,NY10605 		N/A   General & Unrestricted 5,000

WHITE PLAINS MEDICAL CENTER

41 E POST RD
WHITE PLAINS,NY10601 		N/A   General & Unrestricted 5,000

WOLF CONSERVATION CENTER INC

PO BOX 421
SOUTH SALEM,NY10590 		N/A   General & Unrestricted 10,000

YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA

900 SE 3RD AVE STE 210
FT LAUDERDALE,FL33316 		N/A   General & Unrestricted 2,500
Total ................................. 3a 213,500
bApproved for future payment
Total ................................. 3b  
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 3,371  
4 Dividends and interest from securities ....     14 160,567  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 10,753  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS 		    01 627  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   175,318  
13Total. Add line 12, columns (b), (d), and (e)..................
13
175,318
(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

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

TY 2025 DepreciationSchedule
Name:
Anne Anastasi Charitable Foundation
EIN:
13-4013290
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2025 InvestmentsCorpBondsSchedule
Name:
Anne Anastasi Charitable Foundation
EIN:
13-4013290
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN ELEC PWR INC SER J NO 30,967 31,232
ANHEUSER-BUSCH COS LLC ANHEU - 22,155 22,815
APPLE INC - 3.250% - 02/23/202 45,804 44,955
APPLIED MATERIALS INC - 3.300% 48,237 44,769
BERKSHIRE HATHAWAY NOTE - 3.12 50,961 49,918
CITIGROUP INC GLBL - 6.625% - 35,170 37,667
COCA COLA - 3.375% - 03/25/202 50,245 51,849
CVS CAREMARK CORP NOTE - 4.300 13,166 12,043
DOWDUPONT INC - 4.725% - 11/15 25,274 24,382
ENERGY TRANSFER PARTNERS LP - 24,220 25,424
JOHNSON &JOHNSON - 1.300% - 09 41,117 42,845
LABORATORY CORP - 3.600% - 09/ 43,934 43,800
LOCKHEED MARTIN CORP - 3.600% 19,733 18,494
LOWES COS INC NOTE CALL MAKE W 36,201 36,483
MITSUBISHI UFJ FINANCIAL GROUP 43,759 46,175
MORGAN STANLEY - 7.250% - 04/0 29,394 29,956
NORTHERN TR CORP NOTE - 6.125% 26,396 28,388
NVIDIA CORP NT - 1.550% - 06/1 26,368 27,577
PFIZER INC - 3.450% - 03/15/20 27,569 24,707
ROYAL DUTCH SHELL CL A - 2.500 46,381 49,575
SOUTHERN CO SER 2020 A - 3.700 18,366 19,543
TORONTO DOMINION 8( - 2.000% - 27,060 30,413
UNION PACIFIC CORP - 3.700% - 47,361 47,647
UNITED HEALTH GROUP INC - 5.15 15,732 16,417
UNITED PARCEL SERVICE - 4.450% 36,933 30,536
UNITED TECHNOLOGIES - 4.125% - 37,270 32,118
UNITEDHEALTH GROUP INC FXD RT 60,823 63,895
US BANCORP MTN - 1.375% - 07/2 15,654 16,847
VERIZON COMMUNICATIONS INC - 4 20,501 21,270
WESTPAC BANKING CORPORATION - 48,012 44,834

TY 2025 InvestmentsCorpStockSchedule
Name:
Anne Anastasi Charitable Foundation
EIN:
13-4013290
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 5,404 7,997
ADOBE SYSTEMS, INC 16,782 76,998
ALPHABET INC CL A 11,362 256,660
ALTRIA GROUP INC 24,242 37,537
AMAZON COM 54,100 90,020
AMERICAN ELECTRIC POWER INC 27,755 74,836
AMERICAN WATER WORKS COMPANY I 6,592 20,880
AMGEN INC 16,796 16,366
ANHEUSER BUSCH COS INC 14,931 17,931
APPLE INC 36,372 532,845
ARES CAPITAL CORPORATION - CLO 18,290 25,692
ASML HOLDING NV NY REG SHS 14,023 53,493
AT&T, INC 35,761 35,869
BANK NEW YORK MELLON CORP COM 6,751 9,287
BERKSHIRE HATHAWAY INC. CLASS 33,998 60,318
BEST BUY INC 5,885 4,685
BROADCOM INC 18,257 38,071
CHEVRON CORP 27,621 35,054
CINCINNATI FINANCIAL CORP 27,275 36,747
CINTAS CRP 15,530 33,853
CITIZENS FINANCIAL GROUP, INC 25,021 30,957
CITY NATL ROCHDALE FIXED INCOM 942,727 786,882
CME GROUP, INC 13,299 17,750
COSTCO WHOLESALE CORPORATION 22,785 168,156
DOMINION ENERGY INC 27,880 25,897
DTE ENERGY CO COM 12,356 12,898
DUKE ENERGY CO 20,024 28,716
EMERSON ELECTRIC CO 17,289 25,880
ENTERGY CORP 38,702 73,020
EOG RESOURCES INC 29,191 25,202
EVERSOURCE ENERGYINC 12,611 20,536
EXXON MOBIL CORP 7,981 8,303
F&G ANNUITIES & LIFE INC 371 370
FIDELITY NATIONAL FINANCIAL IN 12,249 11,464
FIFTH THIRD BANCORP 31,268 36,980
FIRST ENERGY CORP 5,009 5,820
GENERAL MILLS INC 15,541 12,555
GENUINE PARTS COMPANY 16,749 14,755
H&R BLOCK INC 8,900 7,409
HARTFORD FINANCIALSERVICES GRO 18,528 53,053
HCA INC 23,770 91,038
HOME DEPOT INC 54,899 61,938
INTERNATIONAL BUSINESS MACHINE 12,604 28,140
INTERNATIONAL PAPER CO 31,851 24,619
ISHARES RUSSELL 2000 194,294 218,344
ISHARES RUSSELL MIDCAP VALUE 190,688 247,120
JP MORGAN CHASE 52,519 109,555
KLA TENCOR CORP 11,173 18,226
LINDE PLC COM 3,529 4,264
LOCKHEED MARTIN CORP 31,096 53,204
LYONDELLBASELL INDUSTRIES NV 21,523 9,310
MARATHON PETROLEUM CORP 18,631 52,042
MARSH AND MCLENNAN COMPANIES I 16,051 15,769
MASTERCARD INC 13,075 99,904
MCDONALD'S CORP 24,863 33,619
MERCK & CO INC 28,898 49,472
METLIFE INC 18,434 31,181
MICROSOFT CORP 29,287 295,007
NEXTERA ENERGY, INC 27,576 30,105
NISOURCE INC 12,096 13,363
NORTHROP GRUMMAN CORP 12,189 22,808
NVIDIA CORP 32,333 139,875
NXP SEMICONDUCTORS 12,235 13,024
OCCIDENTAL PETROLEUM CORP 4,218 2,878
PARKER HANNIFIN CP 3,552 8,790
PEPSICO INC 15,618 20,093
PFIZER INC 12,934 9,711
PHILIP MORRIS INTL 21,639 40,260
PRINCIPAL FINANCIAL GROUP 12,308 14,555
PROCTER GAMBLE CO 16,914 26,512
PROLOGIS 15,304 38,298
QUANTA SVCS INC 14,303 48,537
REGIONS FINANCIAL CORP 15,490 18,293
ROPER INDUSTRIES 14,509 15,580
S&P GLOBAL INC COM 21,874 28,742
SALESFORCE.COM 16,834 22,517
SCHLUMBERGER LTD 6,652 6,141
SONOCO PRODUCTS COMPANY 19,478 16,365
T-MOBILE US INC 26,232 53,806
TESLA MOTORS INC 22,068 47,221
THE COCA-COLA CO 26,616 41,946
THERMO FISHER SCIENTIFIC INC 15,831 98,507
TJX COMPANIES INC 9,433 21,505
TRANE TECHNOLOGIES PLC 9,364 29,190
UNITEDHEALTH GROUP INC 17,939 49,517
UNUM CORP 6,098 6,200
US BANCORP 11,927 11,472
VANGUARD SM-CAP ETF 49,285 51,590
VERIZON COMMUNICATIONS 32,217 29,407
VISA INC 13,335 104,512
WAL-MART STORES INC 25,466 90,242
WALT DISNEY HOLDINGS CO 27,891 37,544
WATSCO INC 4,939 3,370
WILLIAMS COS 31,279 36,367
ZOETIS INC 12,272 9,437

TY 2025 InvestmentsGovtObligationsSch
Name:
Anne Anastasi Charitable Foundation
EIN:
13-4013290
US Government Securities - End of Year Book Value:

11,602
US Government Securities - End of Year Fair Market Value:

11,196
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 OtherExpensesSchedule
Name:
Anne Anastasi Charitable Foundation
EIN:
13-4013290
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 31,582     31,582
Bank Charges 32 32    
Computers/Electronic Devices 1,711     1,711
Foundation Dues & Memberships 850     850
Indemnification Insurance 2,250     2,250
State or Local Filing Fees 250     250


TY 2025 OtherIncomeSchedule2
Name:
Anne Anastasi Charitable Foundation
EIN:
13-4013290
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Class Action Lawsuit Proceeds 627 627  


TY 2025 OtherProfessionalFeesSchedule
Name:
Anne Anastasi Charitable Foundation
EIN:
13-4013290
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 39,117 39,117    
PHILANTHROPIC CONSULTING SVCS 46,080     46,080


TY 2025 TaxesSchedule
Name:
Anne Anastasi Charitable Foundation
EIN:
13-4013290
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 1,900      
Foreign Tax Paid 212 212