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
THE CAROL J ADRAGNA
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 46
  Room/suite
City or town
DEPEW
State or province
NY
Country  
ZIP or foreign postal code
14043
A Employer identification number

27-6968082
B Telephone number (see instructions)

7166017793
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)$8,649,675J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 233,546 233,546  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
1,001,954
b Gross sales price for all assets on line 6a 2,992,503
7 Capital gain net income (from Part IV, line 2)... 891
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
709 709  
12 Total. Add lines 1 through 11........ 1,236,209 235,146  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,500 12,250   12,250
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,700 4,850   4,850
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
60,007 60,007    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,339      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
968 484   484
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 99,514 77,591   17,584
25 Contributions, gifts, grants paid....... 388,500 388,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 488,014 77,591   406,084
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 748,195
b Net investment income (if negative, enter -0-) 157,555
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... -35,083 -31,445 -31,445
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) 25,399    
b Investments—corporate stock (attach schedule)....... 7,719,146 Click to see attachment
List of Attached Documents:
// Content
6,871,442 		6,871,442
c Investments—corporate bonds (attach schedule)....... 124,770    
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 326,861 Click to see attachment
List of Attached Documents:
// Content
1,809,678 		1,809,678
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) 8,161,093 8,649,675 8,649,675
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
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........... 8,161,093 8,649,675
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)..... 8,161,093 8,649,675
30 Total liabilities and net assets/fund balances (see instructions). 8,161,093 8,649,675
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
8,161,093
2
Enter amount from Part I, line 27a .....................
2
748,195
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,909,288
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
259,613
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
8,649,675
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.)
1a
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
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
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 2 891
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 2,190
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 2,190
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 2,190
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,600
b Exempt foreign organizations—tax withheld at source...... 6b  
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 1,600
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 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 592
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (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 addressN/A
14
The books are in care ofLORI FOSTER Telephone no. (716) 601-7793

Located at4964 WILLAM STLANCASTERNY ZIP+414086
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
 
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
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
LORI FOSTER TRUSTEE
2.00 		13,600 0 0
4964 WILLIAM STREET
LANCASTER,NY14086
DAVID E GUTOWSKI TRUSTEE
2.00 		10,900 0 0
6937 BRANDYWINE DRIVE
DERBY,NY14047
JEFFREY ADRAGNA TRUSTEE
2.00 		0 0 0
10 S PRINCE DRIVE
DEPEW,NY140434715
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...................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right 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 N/A  
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
8,104,384
b
Average of monthly cash balances.......................
1b
350,584
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
8,454,968
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
 
3
Subtract line 2 from line 1d.........................
3
8,454,968
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
126,825
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,328,143
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
416,407
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
416,407
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,190
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,190
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
414,217
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
414,217
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
414,217
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
406,084
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
406,084
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 7 414,217
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 7,183
b Total for prior years:20 , 20, 20  
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: $ 406,084
a Applied to 2024, but not more than line 2a 7,183
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..... 398,901
e Remaining amount distributed out of corpus  
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  
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 .......... 		15,316
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 ...... 		 
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)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
THE CAROL L ADRAGNA FAMILY FOUNDAT
PO BOX 46
DEPEW,NY14043
(716) 601-7793
bThe form in which applications should be submitted and information and materials they should include:
THE FOUNDATION WILL NOT USE A FORMAL APPLICATION PROCESS TO QUALIFY CANDIDATES FOR THE SCHOLARSHIP AWARDS. INSTEAD, RECOMMENDED CANDIDATES WILL AUDITION FOR THE SCHOLARSHIP COMMITTEE. THE PERFORMANCE AT THIS AUDITION ALONG WITH THE CANDIDATE'S SCHOLASTIC ACHIEVEMENTS DURING HIGH SCHOOL WILL BE EVALUATED BY THE COMMITTEE TO DETERMINE IF THE CANDIDATE WILL BE AWARDED A SCHOLARSHIP.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
CANDIDATE MUST BE A STUDENT WITH AN INTEREST IN PURSUING A CAREER IN MUSIC AND MUST GRADUATE FROM HIGH SCHOOL AND BE ACCEPTED AT A POST-SECONDARY EDUCATIONAL INSTITUTION.
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

ADOPTAPLATOON

PO BOX 234
LOZANO,TX78568 		N/A   GENERAL - UNRESTRICTED 6,000

ALS ASSOCIATION

1300 WILSON BOULEVARD SU
ARLINGTON,VA22209 		N/A   GENERAL - UNRESTRICTED 4,000

ALZHEIMER'S ASSOCIATION

360 LEXINGTON AVENUE 3RD
NEW YORK,NY10017 		N/A   GENERAL - UNRESTRICTED 5,000

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVENUE
DALLAS,TX75231 		N/A   GENERAL - UNRESTRICTED 4,000

AMERICAN LUNG ASSOCIATION

2564 WALDEN AVE SUITE 101
BUFFALO,NY14225 		N/A   GENERAL - UNRESTRICTED 10,000

AMERICAN RED CROSS

786 DELAWARE AVENUE
BUFFALO,NY14209 		N/A   GENERAL - UNRESTRICTED 20,000

ASPCA

424 E 92ND ST
NEW YORK,NY101286804 		N/A   GENERAL - UNRESTRICTED 5,000

BORNHAVA

25 CHATEAU TERRACE
AMHERST,NY14226 		N/A   GENERAL - UNRESTRICTED 4,000

BOYS TOWN

14100 CRAWFORD STREET
BOYS TOWN,NE68010 		N/A   GENERAL - UNRESTRICTED 3,000

BUFFALO ADULT & TEEN CHALLENGE

124 LOCUST STREET
BUFFALO,NY14204 		N/A   GENERAL - UNRESTRICTED 4,000

BUFFALO CITY MISSION

100 E TUPPER STREET
BUFFALO,NY14203 		N/A   GENERAL - UNRESTRICTED 10,000

BUFFALO NEWS NEEDIEST

PO BOX 2667
BUFFALO,NY142402667 		N/A   GENERAL - UNRESTRICTED 6,000

BUFFALO ZOO

300 PARKSIDE AVE
BUFFALO,NY14214 		N/A   GENERAL - UNRESTRICTED 4,000

CHILD FUND

PO BOX 1911
MERRIFIELD,VA221161911 		N/A   GENERAL - UNRESTRICTED 3,000

CHILDRENS HOSPITAL OF BUFFALO FOUND

726 EXCHANGE ST
BUFFALO,NY142101484 		N/A   GENERAL - UNRESTRICTED 5,000

CHRISTIAN APPALACHIAN PROJECT

PO BOX 758621
TOPEKA,KS666758621 		N/A   GENERAL - UNRESTRICTED 3,000

CORNELL LAB OF ORNITHOLOGY

159 SAPSUCKER WOODS RD
ITHACA,NY14850 		N/A   GENERAL - UNRESTRICTED 2,500

COVENANT HOUSE

461 EIGHTH AVENUE
NEW YORK,NY10001 		N/A   GENERAL - UNRESTRICTED 3,000

DEFENDERS OF WILDLIFE

1130 17TH STREET NW
WASHINGTON,DC20036 		N/A   GENERAL - UNRESTRICTED 2,500

DOCTOR WITHOUT BOARDERS

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		N/A   GENERAL - UNRESTRICTED 4,000

ENVIRONMENTAL DEFENSE FUND

1875 CONNECTICUT AVE NW
WASHINGTON,DC20009 		N/A   GENERAL - UNRESTRICTED 10,000

FAMILY JUSTICE CENTER

438 MAIN STREET SUITE 20
BUFFALO,NY14202 		N/A   GENERAL - UNRESTRICTED 5,000

FEEDMORE WNY FOUNDATION

100 JAMES E CASEY DR
BUFFALO,NY14206 		N/A   GENERAL - UNRESTRICTED 10,000

FRIENDS OF THE NIGHT PEOPLE

394 HUDSON STREET
BUFFALO,NY14201 		N/A   GENERAL - UNRESTRICTED 3,000

GUIDE DOGS FOR THE BLIND

PO BOX 151200
SAN RAFAEL,CA94915 		N/A   GENERAL - UNRESTRICTED 2,500

GUIDING EYES FOR BLIND

611 GRANITE SPRINGS RD
YORKTOWN HEIGHTS,NY10598 		N/A   GENERAL - UNRESTRICTED 8,000

HABITAT FOR HUMANITY

1675 SOUTH PARK AVE
BUFFALO,NY142201438 		N/A   GENERAL - UNRESTRICTED 3,000

HOPE PROJECT OF WNY

4545 TRANSIT RD
WILLIAMSVILLE,NY14221 		N/A   GENERAL - UNRESTRICTED 3,000

HOSPICE FOUNDATION OF WNY

225 COMO PARK BLVD
BUFFALO,NY14227 		N/A   GENERAL - UNRESTRICTED 9,000

INTL FELLOWSHIP OF CHRISTIAN AND JE

303 E WACKER DR SUITE 230
CHICAGO,IL60601 		N/A   GENERAL - UNRESTRICTED 3,000

JANE GOODALL INSTITUTE

1120 20TH ST NW 520S
WASHINGTON,DC20036 		N/A   GENERAL - UNRESTRICTED 2,500

KEVIN GUEST HOUSE

782 ELLICOTT ST
BUFFALO,NY14203 		N/A   GENERAL - UNRESTRICTED 4,000

LANCASTER VOLUNTEER AMBULANCE

40 EMBRY PL
LANCASTER,NY14086 		N/A   GENERAL - UNRESTRICTED 2,000

LEUKEMIA & LYMOPHOMA SOCIETY

PO BOX 22470
NEW YORK,NY100872470 		N/A   GENERAL - UNRESTRICTED 4,000

LITTLE LONGEARS MINIATURE DONKEY RE

1079 TURKEY PIT RD
NEW OXFORD,PA17350 		N/A   GENERAL - UNRESTRICTED 1,250

MARA ELEPHANT PROJECT

400 W 106TH STREET
CARMEL,IN46032 		N/A   GENERAL - UNRESTRICTED 2,500

MARINE TOYS FOR TOTS FOUNDATION

18251 QUANTICO GATEWAY DR
TRIANGLE,VA221721776 		N/A   GENERAL - UNRESTRICTED 5,000

MERCY FLIGHT

100 AMHERST VILLAL ROAD
BUFFALO,NY14225 		N/A   GENERAL - UNRESTRICTED 5,000

MERCY HOME FOR BOYS AND GIRLS

1140 W JACKSON BLVD
CHICAGO,IL60607 		N/A   GENERAL - UNRESTRICTED 7,000

MERCY SHIPS

PO BOX 2020
LINDALE,TX757712020 		N/A   GENERAL - UNRESTRICTED 5,000

NATIONAL AUDUBON SOCIETY

225 VARICK ST
NEW YORK,NY10014 		N/A   GENERAL - UNRESTRICTED 9,000

NATIONAL DIABETES FOUNDATION

1012 S BALDWIN AVE STE A
ARCADIA,CA91007 		N/A   GENERAL - UNRESTRICTED 3,000

NATIONAL WILDLIFE FEDERATION

11100 WILDLIFE CENTER DR
RESTON,VA201905361 		N/A   GENERAL - UNRESTRICTED 2,500

NATURAL RESOURCES DEFENSE COUNCIL

40 WEST 20TH STREET 11TH
NEW YORK,NY10011 		N/A   GENERAL - UNRESTRICTED 5,000

NATURE CONSERVANCY

4245 FAIRFAX DR
ARLINGTON,VA222031637 		N/A   GENERAL - UNRESTRICTED 2,500

OCEAN CONSERVANCY

1300 19TH ST NW STE 800
WASHINGTON,DC200361653 		N/A   GENERAL - UNRESTRICTED 5,000

OLV CHARITIES

780 RIDGE ROAD
LACKAWANNA,NY14218 		N/A   GENERAL - UNRESTRICTED 3,000

PARALYZED VETERANS OF AMERICA

801 18TH STREET NW
WASHINGTON,DC200063517 		N/A   GENERAL - UNRESTRICTED 8,000

PAWS FOR PURPLE HEARTS

10201 OLD REDWOOD HWY
PENNGROVE,CA949519671 		N/A   GENERAL - UNRESTRICTED 6,500

PREVENTION COUNCIL OF ERIE COUNTY

1625 HERTEL AVE
BUFFALO,NY14216 		N/A   GENERAL - UNRESTRICTED 2,500

PUNT PEDIATRIC CANCER COLLABORATIVE

712 MAINT ST 103
BUFFALO,NY14202 		N/A   GENERAL - UNRESTRICTED 5,000

ROSWELL PARK

ELM AND CARLTON STREETS
BUFFALO,NY14263 		N/A   GENERAL - UNRESTRICTED 12,000

SALVATION ARMY OF BUFFALO

960 MAIN STREET
BUFFALO,NY14202 		N/A   GENERAL - UNRESTRICTED 10,000

SAMARITANS PURSE

PO BOX 3000
BOONE,NC286073000 		N/A   GENERAL - UNRESTRICTED 5,000

SHRINERS HOSPITAL FOR CHILDREN

2900 N ROCKY POINT DR
TAMPA,FL336071435 		N/A   GENERAL - UNRESTRICTED 4,000

SIERRA CLUB

2101 WEBSTER ST 12/F
OAKLAND,CA946123011 		N/A   GENERAL - UNRESTRICTED 5,000

SPCA SERVING ERIE COUNTY

300 HARLEM ROAD
WEST SENECA,NY14224 		N/A   GENERAL - UNRESTRICTED 5,000

SPECIAL PLYMPICS NEW YORK

504 BALTOWN ROAD
SCHENECTADY,NY12304 		N/A   GENERAL - UNRESTRICTED 2,000

ST JUDE CHILDRENS RESEARCH HOSPITAL

262 DANNY THOMAS PL
MEMPHIS,TN381053678 		N/A   GENERAL - UNRESTRICTED 17,000

ST LUKES MISSION OF MERCY

325 WALDEN AVENUE
BUFFALO,NY14211 		N/A   GENERAL - UNRESTRICTED 4,000

SUSAN G KOMEN

13770 NOEL ROAD SUITE 80
DALLAS,TX75380 		N/A   GENERAL - UNRESTRICTED 5,000

TURNING POINT MINISTRY

PO BOX 754
STUTTGART,AR72160 		N/A   GENERAL - UNRESTRICTED 5,000

UNITED WAY

800 TROY-SCHENECTADY ROAD
LATHAM,NY121102424 		N/A   GENERAL - UNRESTRICTED 5,000

VARIETY KIDS TELETHON

6115 BROADWAY
LANCASTER,NY14087 		N/A   GENERAL - UNRESTRICTED 5,000

VETERANS OF FOREIGN WARS

406 W 34TH STREET
KANSAS CITY,MO64111 		N/A   GENERAL - UNRESTRICTED 3,000

WILDERNESS SOCIETY

1801 PENNSYLVANIA AVENUE
WASHINGTON,DC20006 		N/A   GENERAL - UNRESTRICTED 2,500

WNY LAND CONSERVANCY

PO BOX 471
EAST AURORA,NY14052 		N/A   GENERAL - UNRESTRICTED 1,250

WORLD WILDLIFE FUND

1250 24TH STREET NW
WASHINGTON,DC20037 		N/A   GENERAL - UNRESTRICTED 14,000

WOUNDED WARRIOR PROJECT

4899 BELFORT RD STE 300
JACKSONVILLE,FL322566033 		N/A   GENERAL - UNRESTRICTED 10,000

RICE UNIVERSITY

6100 MAIN ST
HOUSTON,TX77005 		N/A   SCHOLARSHIP 5,000

SUNY AT FREDONIA

280 CENTRAL AVE
FREDONIA,NY14063 		N/A   SCHOLARSHIP 5,000

UNIVERSITY AT BUFFALO

12 CAPEN HALL
BUFFALO,NY142601660 		N/A   SCHOLARSHIP 4,000

UNIVERSITY OF HARTFORD

200 BLOOMFIELD AVE
WEST HARTFORD,CT06117 		N/A   SCHOLARSHIP 5,000
Total ................................. 3a 388,500
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 ........... 		         
4 Dividends and interest from securities ....     14 233,546  
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 .....     14 709  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 891 1,001,063
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) ..   235,146 1,001,063
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,236,209
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
THE CAROL J ADRAGNA
 
FAMILY FOUNDATION
EIN:
27-6968082
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,700 4,850   4,850

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

TY 2025 GainLossSaleOtherAssetsSch
Name:
THE CAROL J ADRAGNA
 
FAMILY FOUNDATION
EIN:
27-6968082
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
MORGAN STANLEY ST COVERED   PURCHASE     39,235 38,466     769  
MORGAN STANLEY LT COVERED   PURCHASE     2,707,722 1,817,024     890,698  
MORGAN STANLEY LT NONCOVERED   PURCHASE     182,306 125,985     56,321  
BLACKSTONE INC   PURCHASE     62,250 8,975     53,275  
ISHARES GOLD TRUST   PURCHASE     99 99        

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE CAROL J ADRAGNA
 
FAMILY FOUNDATION
EIN:
27-6968082
Name of Bond End of Year Book Value End of Year Fair Market Value
SHERWIN-WILLIAMS CO/THE 3.95%    
MARRIOTT INTERNATIONAL INC    
KOHL'S CORP    

TY 2025 InvestmentsCorpStockSchedule
Name:
THE CAROL J ADRAGNA
 
FAMILY FOUNDATION
EIN:
27-6968082
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB LTD    
ABBVIE INC COM 114,245 114,245
ACCENTURE PLC IRELAND 53,660 53,660
ADOBE INC    
AIR LIQUIDE ADR 9,562 9,562
AKAMAI TECHNOLOGIES INC    
ALCON INC    
ALPHABET INC 188,280 188,280
AMAZON COM INC 115,410 115,410
AMERICAN ELEC PWR CO 34,593 34,593
AMERICAN EXPRESS CO 73,990 73,990
AMGEN INC 49,096 49,096
AON PLC 70,576 70,576
APPLE INC 271,860 271,860
ASTRANZENECA PLC ADR    
AT&T INC 24,840 24,840
AUTODEST INC DELAWARE 29,601 29,601
BANK OF AMERICA 55,000 55,000
BEIERSDORF AG UNSPONS ADR    
BERKSHIRE HATHAWAY CL B 150,795 150,795
BHP GROUP LIMITED ADR    
BLACKROCK CAP ALLOCATION TR    
BLACKROCK ENERGY AND RESOURCES    
BLACKSTONE INC 92,484 92,484
BOEING    
BOSTON SCIENTIFIC CORP 28,605 28,605
BRISTOL MYERS SQUIBB CO 26,970 26,970
BROADCOM INC 138,440 138,440
CANADIAN NATL RAILWAY CO 10,577 10,577
CATERPILLAR INC 114,574 114,574
CHEVRON CORP 45,723 45,723
COCA COLA CO 20,973 20,973
COMCAST CORP CL A 11,956 11,956
COMPASS GROUP PLC 15,898 15,898
CONOCOPHILLIPS 18,722 18,722
CONSTELLATION BRANDS INC    
COSTCO WHOLESALE CORP NEW 21,558 21,558
CVS HEALTH CORP COM 31,744 31,744
DANAHER CORPATATION 22,892 22,892
DAVIS SELECT WORLDWIDE    
DEERE & CO 46,557 46,557
DELTA AIR LINES INC 34,700 34,700
EATON CORP PLC 89,183 89,183
ECOLAB INC 13,651 13,651
EQUINOR ASA    
EXXON MOBIL CORP 48,136 48,136
FERGUSON PLC 20,482 20,482
FIDELITY NATL INFORMATION SE    
FIRST TR INTERM DUR PRF&INC FD    
FIRST TRUST EMERGING MARKETS    
FIRST TRUST LOW DURATION OPP    
FIRST TRUST SENIOR LOAN FUND    
FIRSTENERGY CORP. 44,770 44,770
FORD MOTOR CO NEW 26,240 26,240
FREEPORT-MCMORAN 45,711 45,711
GOLDMAN SACHS SRP 87,900 87,900
HITACHI 10 COM    
HOLCIM LTD 29,445 29,445
HOME DEPOT INC 34,410 34,410
HONEYWELL INTERNATIONAL INC 58,527 58,527
ICICI BANK LTD    
ILL TOOL WORKS INC 36,945 36,945
INTEL CORP    
INTL BUSINESS MACHINES CORP 88,863 88,863
ISHARES EDGE MSCI US QLTY (QUAL) 19,862 19,862
ISHARES GLOBAL INFRASTR ETF (IGF) 18,408 18,408
ISHARES GOLD TRUST (IAU) 48,702 48,702
ISHARES US AEROPACE & DEF (ITA) 32,203 32,203
JACKSON FINANCIAL INC 31,995 31,995
JOHNSON & JOHNSON 124,170 124,170
JOHNSON CTLS INTL 47,900 47,900
KIMBERLY CLARK CORP    
L3HARRIS TECHNOLOGIES INC 29,357 29,357
LINDE PLC 25,583 25,583
LOCKHEED MARTIN CORP 48,367 48,367
LOWES COMPANIES 36,174 36,174
MARSH & MCLENNAN COS INC 37,104 37,104
MCKESSON CORP 82,029 82,029
MEDTRONIC PLC 9,606 9,606
MERCK & CO INC NEW COM 31,578 31,578
META PLATFORMS INC 99,014 99,014
MICROSOFT CORPORATION 290,172 290,172
MONSTER BEVERAGE CORP NEW 15,334 15,334
NASDAQ INC COM 29,139 29,139
NATIONAL GRID PLC SPON ADR 61,880 61,880
NESTLE SPON 19,878 19,878
NINETENDO CO 20,232 20,232
NORDEA BANK 9,445 9,445
NORTHROP GRUMMAN 85,531 85,531
NUCOR CORPORATION 32,622 32,622
NVIDIA CORPORATION 186,500 186,500
NXP SEMICONDUCTOR NV 21,706 21,706
ORACLE CORP. 97,455 97,455
PALO ALTO NETWORKS INC 55,260 55,260
PEPSICO INC NC 28,704 28,704
PFIZER INC    
PHILLIPS 66 COM 25,808 25,808
PPG INDUSTRIES INC    
PROLOGIS INC 38,298 38,298
QUALCOMM INC 17,105 17,105
REALTY INCOME CORP    
ROCHE HOLDINGS 36,099 36,099
RTX CORPORATION 73,360 73,360
S&P GLOBAL INC COM 20,381 20,381
SALESFORCE.COM.INC 19,074 19,074
SANOFI ADR 14,538 14,538
SAP AG 36,437 36,437
SEAGATE TECHNOLOGY PLC 82,617 82,617
SHIN ETSU CHEM CO LTD    
SL GREEN REALTY CORP. 6.5%    
SPDR DUBLELINE TR TACT ETF 402,500 402,500
STATE STREET CORP 38,703 38,703
TAIWAN SMCNDCTR MFG CO LTD 60,778 60,778
TE CONNECTIVITY LTD 34,127 34,127
TEXAS INSTRUMENTS 86,745 86,745
THE CIGNA CORP 41,285 41,285
THERMO FISHER SECIENTIFIC 57,945 57,945
TRANE TECHNOLOGIES 38,920 38,920
U S BANCORP    
UBER TECHNOLOGIES INC 24,513 24,513
ULTA BEAUTY INC    
UNILEVER 46,499 46,499
UNION PACIFIC CORP 34,698 34,698
UNITED PARCEL SER INC    
UNITEDHEALTH GP INC    
VANGUARD FTSE EMERGING MARKETS 37,632 37,632
VANGUARD ITL EQUITY INDEW FD 66,204 66,204
VANGUARD RUSSELL 2000 ETF 119,424 119,424
VANGUARD LONG-TERM GOVERNMENT(VGLT) 83,700 83,700
VERIZON COMMUNICATIONS 20,365 20,365
VERTEX PHARMACEUTICALS 22,668 22,668
VISA INC 35,071 35,071
W W GRAINGER INC 30,272 30,272
WALT DISNEY CO HLDG CO 11,377 11,377
WOLTERS KLUWER    
ZOETIS INC 12,582 12,582
M&T BANK CORP 20,148 20,148
MAGNUM ICE CREAM CO NY 2,557 2,557
SOLSTICE ADVANCED MATLS INC 3,643 3,643
ISHARES 0-1 YEAR TREASURY BOND (SHV) 385,525 385,525
PIMG AA CLO ETF (PAAA) 51,260 51,260
STATE STREET SPDR BLOOMBERG (BIL) 319,830 319,830
VANGUARD INTERMEDIATE TERM BND (BIV) 194,700 194,700

TY 2025 InvestmentsOtherSchedule2
Name:
THE CAROL J ADRAGNA
 
FAMILY FOUNDATION
EIN:
27-6968082
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKROCK HI YIELD BD PTF INST FMV 101,904 101,904
FEDERATED HRMS PRIME CS FMV 214,179 214,179
JOHN HANCOCK BOND I FMV 893,553 893,553
LORD ABBETT CORER PLUS BOND I FMV 367,193 367,193
PRINCIPAL REAL EST SEC INST FMV 26,447 26,447
T. TOWE PRICE FLOATING RATE INV FMV 206,402 206,402

TY 2025 OtherDecreasesSchedule
Name:
THE CAROL J ADRAGNA
 
FAMILY FOUNDATION
EIN:
27-6968082
Description Amount
UNREALIZED LOSS ON SECURITIES 259,613


TY 2025 OtherExpensesSchedule
Name:
THE CAROL J ADRAGNA
 
FAMILY FOUNDATION
EIN:
27-6968082
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
OTHER ADMINISTRATIVE EXPENSE 968 484   484


TY 2025 OtherIncomeSchedule2
Name:
THE CAROL J ADRAGNA
 
FAMILY FOUNDATION
EIN:
27-6968082
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 709 709  


TY 2025 OtherProfessionalFeesSchedule
Name:
THE CAROL J ADRAGNA
 
FAMILY FOUNDATION
EIN:
27-6968082
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 60,007 60,007    


TY 2025 TaxesSchedule
Name:
THE CAROL J ADRAGNA
 
FAMILY FOUNDATION
EIN:
27-6968082
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 1,511      
NYS CHAR500 FEE 250      
FOREIGN TAX PAID 2,578