Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
The Peter and Thomas DiPietro Foundation
Inc C/O Ronald A Soccoli Jr
Number and street (or P.O. box number if mail is not delivered to street address)271 Whitney Ave
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
New Haven, CT06511
A Employer identification number

82-2272059
B Telephone number (see instructions)

(203) 772-2600
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,182,523J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 43,548 43,548  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 394,203
b Gross sales price for all assets on line 6a 2,384,701
7 Capital gain net income (from Part IV, line 2)... 394,203
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).......      
12 Total. Add lines 1 through 11........ 437,751 437,751  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,000 7,500   7,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,825 0   5,825
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
20,608 20,608   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,314 210   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,747 28,318   13,325
25 Contributions, gifts, grants paid....... 30,000 30,000
26 Total expenses and disbursements. Add lines 24 and 25 72,747 28,318   43,325
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 365,004
b Net investment income (if negative, enter -0-) 409,433
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 49,033 45,235 45,235
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,565,902 Click to see attachment
List of Attached Documents:
// Content
1,548,046 		1,756,423
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
377,269 		380,865
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,614,935 1,970,550 2,182,523
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,614,935 1,970,550
29 Total net assets or fund balances (see instructions)..... 1,614,935 1,970,550
30 Total liabilities and net assets/fund balances (see instructions). 1,614,935 1,970,550
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
1,614,935
2
Enter amount from Part I, line 27a .....................
2
365,004
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,979,939
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
9,389
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,970,550
Form 990-PF (2024)
Form 990-PF (2024)
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 P    
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 2,384,701   1,990,498 394,203
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       394,203
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 2 394,203
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 right arrow 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 5,691
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 5,691
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,691
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 57
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 5,748
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
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)
right arrow
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2024 or the taxable year beginning in 2024? 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 addressright arrowN/A
14
The books are in care ofright arrowRonald Soccoli Telephone no.right arrow (203) 772-2600

Located atright arrow271 Whitney AveNew HavenCT ZIP+4right arrow06511
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
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 ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
Yes
 
If "Yes," list the years right arrow2023, 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
Yes
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 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 2024 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 Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 .........right arrow
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
Ronald Soccoli Secretary/Treasurer
1.00 		5,000 0 0
271 Whitney Ave
New Haven,CT06511
Ron Clukey President
1.00 		10,000 0 0
271 Whitney Ave
New Haven,CT06511
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
2,082,850
b
Average of monthly cash balances.......................
1b
50,982
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,133,832
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,133,832
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
32,007
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,101,825
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
105,091
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
105,091
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,691
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,691
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
99,400
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
99,400
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
99,400
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, column (d), line 26 ..........
1a
43,325
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
43,325
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 99,400
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 56,397
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 43,325
a Applied to 2023, but not more than line 2a 43,325
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 0
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		13,072
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		99,400
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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, b, or c 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 right arrow 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, b, c, and d. 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 (2024)
Form 990-PF (2024)
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

Make a Wish Foundation

56 Commerce Drive
Trumbull,CT06611 		  PC Wishes for children with critical illness 30,000
Total .................................right arrow 3a 30,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 43,548  
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 ............ 		    18 394,203  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 437,751 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
437,751
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
The Peter and Thomas DiPietro Foundation
 
Inc C/O Ronald A Soccoli Jr
EIN:
82-2272059
Statement:
Not required

TY 2024 InvestmentsCorpBondsSchedule
Name:
The Peter and Thomas DiPietro Foundation
 
Inc C/O Ronald A Soccoli Jr
EIN:
82-2272059
Name of Bond End of Year Book Value End of Year Fair Market Value
7000 Shares of 023608AG7 AMEREN CORP SR NOTE 6,956 6,951
7000 Shares of 36262GAB7 GXO LOGISTICS INC 6,725 6,770
7000 Shares of 86765BAT6 SUNOCO LOGISTICS 6,931 6,947
7000 Shares of 00914AAM4 AIR LEASE CORP UNSECD 6,770 6,795
3000 Shares of 88167AAE1 TEVA PHARM FIN 2,910 2,929
6000 Shares of 448579AQ5 HYATT HOTELS CORP SR 6,079 6,124
7000 Shares of 254709AMO DISCOVER FINL SVCS SR 6,918 6,965
8000 Shares of 96949LAD7 WILLIAMS PRTNRS LP 7,872 7,905
7000 Shares of 694308JF5 PACIFIC GAS & ELEC CO 6,591 6,637
6000 Shares of 0393BLBE3 ARCELORMITTAL UNSECD 6,229 6,249
7000 Shares of 036752AB9 ANTHEM INC NOTE CPN 6,870 6,906
5000 Shares of 61747YEK7 MORGAN STANLEY GLBL 4,831 4,855
5000 Shares of 172967NG2 CITIGROUP INC UNSECD 4,873 4,886
7000 Shares of 404280BK4 HSBC HLDGS PLC SR 6,924 6,937
5000 Shares of 95000U2V4 WELLS FARGO & CO 4,900 4,932
8000 Shares of 95000U2A0 WELLS FARGO & CO 7,855 7,873
7000 Shares of 25389JAT3 DIGITAL REALTY TR LP 6,997 7,000
6000 Shares of 06738EBYO BARCLAYS PLC SR 6,078 6,112
6000 Shares of 852060AD4 SPRINT CAP CORP CPN 6,386 6,443
9000 Shares of 06051GHD4 BANK AMERICA CORP SR 8,714 8,784
7000 Shares of 161175CD4 CHARTER COMMNS OPER 6,354 6,447
6000 Shares of 134429BN8 CAMPBELL SOUP CO 6,121 6,125
7000 Shares of 337738AU2 FISERV INC UNSECD SR 6,671 6,741
6000 Shares of 03938LBC7 ARCELORMITTAL 5,820 5,906
7000 Shares of 126650DG2 CVS HLTH CORP SR NOTE 6,561 6,642
9000 Shares of 247361ZTB DELTA AIR LINES INC DEL 8,352 8,592
7000 Shares of 925650AC7 VICI PPTYS LP SR NOTE 6,956 7,019
7000 Shares of 845467ASB SOUTHWESTERN ENERGY 6,969 6,999
7000 Shares of 50077LAV8 KRAFT HEINZ FOODS CO 6,678 6,778
7000 Shares of 191216CVO COCA COLA CO UNSECD 6,176 6,204
7000 Shares of 015271AN9 ALEXANDRIA REAL 6,924 6,974
5000 Shares of 694308JMO PACIFIC GAS & ELEC CO 4,871 4,878
7000 Shares of 78016HZZ6 ROYAL BANK CANADA SR 7,038 7,091
7000 Shares of 651639AY2 NEWMONT GOLDCORP 6,220 6,296
8000 Shares of 053332BA9 AUTOZONE INC SR NOTE 6,774 6,848
7000 Shares of 466313AK9 JABIL INC SR NOTE CPN 6,254 6,382
8000 Shares of 29364WBHO ENTERGY LA LLC COLL 6,813 6,891
6000 Shares of 36267VAK9 GE HLTHCARE TECHS INC 6,279 6,360
7000 Shares of 47837RAEO JOHNSON CTLS INTL PLC 6,902 7,012
6000 Shares of 202795JX9 COMWLTH EDISON CO 1ST 6,011 6,008
7000 Shares of 10373QBU3 BP CAP MKTS AMER INC 6,908 6,990
6000 Shares of 031162DRB AMGEN INC NOTE CPN 6,063 6,123
6000 Shares of 57636QAX2 MASTERCARD INC 6,066 6,117
7000 Shares of 49456BAX9 KINDER MORGAN INC DE 6,920 7,015
7000 Shares of 91911TAR4 VALE OVERSEAS LTD GTD 7,191 7,302
7000 Shares of 756109BTO REALTY INCM CORP SR 6,868 6,977
6000 Shares of 26444HAQ4 DUKE ENERGY FL LLC 6,355 6,392
7000 Shares of 14040HCY9 CAPITAL ONE FINL CORP 7,035 7,199
7000000 Shares of 539830CAS LOCKHEED MARTIN CORP 6,922 6,977
6000 Shares of 49447BAA1 KIMCO REALTY OP LLC SR 6,405 6,529
6000 Shares of 20030NEJ6 COMCAST CORP NEW 6,100 6,127
7000000 Shares of 579780AU1 MCCORMICK & CO INC 6,690 6,769
11000 Shares of 06051GMA4 BANK AMERICA CORP SR 11,071 11,291
7000 Shares of 30212PBL8 EXPEDIA INC DEL SR NOTE 6,912 7,031
7000 Shares of 58013MGA6 MCDONALDS CORP 6,941 6,984
7000 Shares of 00287YCY3 ABBVIE INC SR NOTE CPN 6,722 6,791
7000 Shares of 61747YFT7 MORGAN STANLEY SR 6,947 7,058

TY 2024 InvestmentsCorpStockSchedule
Name:
The Peter and Thomas DiPietro Foundation
 
Inc C/O Ronald A Soccoli Jr
EIN:
82-2272059
Name of Stock End of Year Book Value End of Year Fair Market Value
75 Shares of ABT ABBOTT LABORATORIES 7,642 10,201
60 Shares of ABBV ABBVIE INC 9,101 11,137
14 Shares of AYI ACUITY INC 3,317 4,177
9 Shares of ADBE ADOBE INC. 3,529 3,482
49 Shares of AFL AFLAC INC 5,327 5,168
183 Shares of AAGIY AIA GROUP LTD SPON ADR 5,284 6,621
45 Shares of BABA ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS 5,380 5,103
26 Shares of ALLE ALLEGION PUBLIC LTD 3,587 3,747
56 Shares of ALSN ALLISON TRANSMISSION HLDGS INC 5,742 5,319
110 Shares of GOOGL ALPHABET INC CL A 14,825 19,385
56 Shares of AMZN AMAZON.COM INC 10,899 12,286
40 Shares of AXP AMERICAN EXPRESS CO c 9,770 12,759
96 Shares of AAPL APPLE INCc 17,627 19,696
61 Shares of ACGL ARCH CAPITAL GROUP LTD c 5,639 5,554
67 Shares of ANET ARISTA NETWORKS INCc 5,627 6,855
12 Shares of AJG ARTHUR J GALLAGHER & COMPANY 3,975 3,841
38 Shares of AIZ ASSURANT INCc 7,268 7,505
84 Shares of AZN ASTRAZENECA PLC SPONSORED ADR 5,770 5,870
179 Shares of T AT&T INCC 4,872 5,180
40 Shares of ATO ATMOS ENERGY CORP c 6,354 6,164
12 Shares of ADP AUTOMATIC DATA PROCESSING INC. 2,978 3,701
66 Shares of BAESY BAE SYSTEMS PLC SPON ADR c 5,945 6,935
731 Shares of BBVA BANCO BILBAO VIZCAYA ARGENTARIA S A SPON ADR 10,247 11,235
725 Shares of SAN BANCO SANTANDER S A ADR c 5,615 6,018
142 Shares of BAC BANK OF AMERICA CORP 5,552 6,719
7 Shares of BLK BLACKROCK FDG INCc 5,606 7,345
191 Shares of BRX BRIXMOR PROPERTY GRP INC c 4,924 4,974
68 Shares of AVGO BROADCOM INCc 10,759 18,744
53 Shares of BXP BXP INCc 3,490 3,576
73 Shares of BYDDY BYD CO LTD UNSPON ADRc 7,369 6,847
13 Shares of CACI CACI INTERNATIONAL INC CLASS 5,560 6,197
69 Shares of CARR CARRIER GLOBAL CORP c 4,842 5,050
32 Shares of CBOE CBOE GLOBAL MARKETS INCc 6,843 7,463
72 Shares of CLS CELESTICA INCc 6,492 11,240
32 Shares of COR CENCORA INC c 9,051 9,595
30 Shares of CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD c 6,088 6,638
15 Shares of LNG CHENIERE ENERGY INC c 3,642 3,653
25 Shares of CVX CHEVRON CORP c 3,412 3,580
61 Shares of CB CHUBB LTDc 12,765 17,673
13 Shares of CI CIGNA GROUP CL B 4,361 4,298
17 Shares of CTAS CINTAS CORPc 3,520 3,789
233 Shares of CSCO CISCO SYSTEMS INCc 13,319 16,166
157 Shares of KO COCA-COLA COMPANY c 8,393 11,108
12 Shares of CEG CONSTELLATION ENERGY CORP c 2,624 3,873
53 Shares of CPA COPA HOLDINGS S A CLASS A c 5,716 5,828
3 Shares of COST COSTCO WHOLESALE CORP c 2,925 2,970
141 Shares of CTRA COTERRA ENERGY INC c 3,594 3,579
95 Shares of CRH CRH PLCc 8,470 8,721
15 Shares of CMI CUMMINS INCc 4,329 4,913
20 Shares of CW CURTISS-WRIGHT CORP DE c 6,581 9,771
15 Shares of DHR DANAHER CORPc 2,987 2,963
155 Shares of DTEGY DEUTSCHE TELEKOM AG SPON ADR 5,779 5,671
86 Shares of DOCU DOCUSIGN INCc 6,742 6,699
43 Shares of DUK DUKE ENERGY CORP 5,185 5,074
10 Shares of LLY ELI LILLY & CO. 5,816 7,795
21 Shares of EME EMCOR GROUP INCc 8,178 11,233
50 Shares of ENSG ENSIGN GROUP INC c 6,214 7,713
47 Shares of EOG EOG RESOURCES INC c 5,376 5,622
244 Shares of EBKDY ERSTE GROUP BANK AG SPON ADR REPSTG 1/2 SH 8,799 10,404
78 Shares of XOM EXXON MOBIL CORP c 8,391 8,408
27 Shares of FN FABRINET c 5,126 7,956
108 Shares of FPI FARMLAND PARTNERS INC c 1,069 1,243
152 Shares of FITB FIFTH THIRD BANCORP c 5,339 6,252
23 Shares of FI FISERV INCc 5,010 3,965
76 Shares of FTV FORTIVE CORP 5,115 3,962
133 Shares of FOXA FOX CORP CL Ac 6,534 7,453
19 Shares of GRMN GARMIN LTDc 3,711 3,966
29 Shares of GE GE AEROSPACEc 5,643 7,464
93 Shares of G GENPACT LTDc 4,450 4,093
306 Shares of GFI GOLD FIELDS LTD SPON ADR c 6,787 7,243
9 Shares of GS GOLDMAN SACHS GROUP INC c 4,814 6,370
234 Shares of GSK GSK PLC SPON ADRc 8,712 8,986
194 Shares of IBDRY IBERDROLA SA SPONSORED ADR REPSTG 1 13,541 14,934
225 Shares of ISNPY INTESA SANPAOLO SPA SPONSORED ADR REPSTG ORDINARY 7,451 7,796
17 Shares of IBM INTL BUSINESS MACHINES CORP c 4,172 5,011
83 Shares of SLV ISHARES SILVER TRUST c 2,532 2,723
109 Shares of JHG JANUS HENDERSON GROUP PLC c 3,471 4,234
73 Shares of JNJ JOHNSON & JOHNSON 11,636 11,151
75 Shares of JPM JPMORGAN CHASE & CO c 12,387 21,743
458 Shares of KDDIY KDDI CORP ADRc 8,026 7,839
7 Shares of KLAC KLA CORP 4,919 6,270
188 Shares of KMTUY KOMATSU LTD SPON ADR 5,302 6,204
34 Shares of LDOS LEIDOS HOLDINGS INC c 4,864 5,364
21 Shares of LIN LINDE PLCc 6,357 9,853
48 Shares of LOGI LOGITECH INTL SA NAMEN AKT 3,595 4,326
130 Shares of CART MAPLEBEAR INCc 5,475 5,881
375 Shares of MAKSY MARKS & SPENCER GRP PLC 4,009 3,720
16 Shares of MCD MCDONALDS CORP c 4,824 4,675
9 Shares of MCK MCKESSON CORPc 6,197 6,595
24 Shares of META META PLATFORMS INC CL Ac 7,991 17,714
308 Shares of MGDDY MICHELIN COMPAGNIE GENERALE DES ETABLISSEMENTS 5,805 5,723
59 Shares of MSFT MICROSOFT CORP 21,820 29,347
19 Shares of MITSY MITSUI & COMPANY LTD ADR c 7,397 7,733
80 Shares of MS MORGAN STANLEY c 7,402 11,269
44 Shares of NFG NATIONAL FUEL GAS CO c 3,480 3,727
119 Shares of NGG NATIONAL GRID PLC SPON ADR NEW 2017c 8,538 8,855
37 Shares of NTAP NETAPP INC: 3,158 3,942
59 Shares of NTES NETEASE INC SPON ADRc 7,271 7,940
48 Shares of NICE NICE LTD SPON ADR c 7,416 8,108
199 Shares of NDEKY NITTO DENKO CORP ADRc 3,535 3,831
106 Shares of NVS NOVARTIS AG SPON ADRc 11,661 12,827
40 Shares of NVO NOVO NORDISK AS ADRc 2,444 2,761
164 Shares of NVT NVENT ELECTRIC PLC VOTING 9,909 12,013
184 Shares of NVDA NVIDIA CORPc 25,274 29,070
37 Shares of OMC OMNICOM GROUP INC c 2,720 2,662
25 Shares of OSIS OSI SYSTEMS INCc 4,948 5,622
18 Shares of PH PARKER-HANNIFIN CORP c 8,376 12,572
97 Shares of PYPL PAYPAL HOLDINGS INC c 6,118 7,209
35 Shares of PNR PENTAIR PLCc 3,104 3,593
67 Shares of PM PHILIP MORRIS INTL INCc 11,529 12,203
20 Shares of PG PROCTER & GAMBLE CO c 3,363 3,186
15 Shares of PGR PROGRESSIVE CORP OH c 3,619 4,003
59 Shares of PLD PROLOGIS INCc 7,131 6,202
149 Shares of PUBGY PUBLICIS SA SPON ADRc 3,666 4,067
49 Shares of PHM PULTEGROUP INC c 4,981 5,168
25 Shares of RAL RALLIANT CORPc 0 1,212
20 Shares of RL RALPH LAUREN CORP CL Ac 4,488 5,486
181 Shares of RHHBY ROCHE HOLDING LIMITED SPONSORED ADRc 7,068 7,378
45 Shares of RY ROYAL BANK CANADA MONTREAL 5,314 5,920
1698 Shares of KKPNY ROYAL KPN NV SPON ADRc 7,717 8,371
39 Shares of RTX RTX CORP 4,716 5,695
7 Shares of SPGI S&P GLOBAL INCc 3,507 3,691
182 Shares of SKHSY SEKISUI HOUSE LTD SPON ADR 4,176 3,991
57 Shares of SMNEY SIEMENS ENERGY AG ADR c 4,229 6,604
19 Shares of SPG SIMON PROPERTY GROUP INC c 2,929 3,054
65 Shares of SO SOUTHERN COMPANY c 5,884 5,969
38 Shares of STAL STERLING INFRASTRUCTURE INC 5,446 8,768
427 Shares of STNE STONECO LTD CL Ac 5,682 6,849
24 Shares of LRN STRIDE INC 3,529 3,485
15 Shares of SYK STRYKER CORPc 5,409 5,934
840 Shares of SMFG SUMITOMO MITSUI FINL GRP INC SPONSORED ADR 11,471 12,692
102 Shares of SU SUNCOR ENERGY INC c 3,518 3,820
55 Shares of TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR c 6,325 12,457
56 Shares of TMHC TAYLOR MORRISON HOME CORP CL A 3,278 3,440
46 Shares of TEL TE CONNECTIVITY PLCc 6,845 7,759
176 Shares of TCEHY TENCENT HOLDINGS LTD UNSPON ADR 11,005 11,352
494 Shares of TSCDY TESCO PLC SPON ADRc 7,502 8,270
16 Shares of TXN TEXAS INSTRUMENTS INC c 3,310 3,322
110 Shares of TD TORONTO DOMINION BANKc 7,707 8,080
28 Shares of TM TOYOTA MOTOR CORP SPON ADRc 5,103 4,823
72 Shares of UBER UBER TECHNOLOGIES INC 5,339 6,718
61 Shares of UL UNILEVER PLC SPON ADR c 3,892 3,731
10 Shares of UTHR UNITED THERAPEUTICS CORP c 2,927 2,874
9 Shares of UNH UNITEDHEALTH GROUP INC 4,371 2,808
41 Shares of UHS UNIVERSAL HEALTH SERVICES CL Br 6,885 7,427
91 Shares of VZ VERIZON COMMUNICATIONS INC c 3,853 3,938
162 Shares of VCISY VINCIS A ADRc 5,891 5,976
33 Shares of V VISA INC CL Ac 6,920 11,717
54 Shares of WMT WALMART INC 5,108 5,280
34 Shares of DIS WALT DISNEY CO. 2,990 4,216
20 Shares of WM WASTE MANAGEMENT INC DEL c 4,558 4,576
73 Shares of WFC WELLS FARGO & COC 5,003 5,849
81 Shares of WMB WILLIAMS COS INC DEL c 4,738 5,088
31 Shares of WSM WILLIAMS SONOMA INCc 5,033 5,064
46 Shares of WTFC WINTRUST FINANCIAL CORP c 4,993 5,703
48 Shares of AMLP ALERIAN MLP ETF 2,348 2,345
739.25 Shares of OSPIX AQR STYLE PREMIA ALTERNATIVE CL IR 6,261 6,247
831.71 Shares of AQMIX AQR MANAGED FUTURES STRATEGY CL IR 7,302 7,327
649.355 Shares of BILPX BLACKROCK EVENT DRIVEN EQUITY INSTL CLA 6,618 6,851
564.905 Shares of ATRFX CATALYST SYSTEMATIC ALPHA CL IR 4,955 5,378
225.088 Shares of FTMIX FIRST TRUST MULTI STRATEGY CL IR 5,353 5,481
50 Shares of GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES E 2,265 2,407
45 Shares of FLBL FRANKLIN SENIOR LOAN ETF 1,071 1,090
52 Shares of COPX GLOBAL X COPPER MINERS ETF 1,995 2,340
43 Shares of SIL GLOBAL X SILVER MINERS ETF 1,740 2,070
749 Shares of SPMO INVESCO S&P 500 MOMENTUM 68,859 84,240
52 Shares of BKLN INVESCO SENIOR LOAN ETF 1,074 1,088
167 Shares of ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 19,674 22,552
106 Shares of IVV ISHARES CORE S&P 500 ETF 57,269 65,815
191 Shares of IJR ISHARES CORE S&P SMALL CAP ETF 19,409 20,873
13 Shares of HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 1,099 1,124
98 Shares of MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 21,210 23,550
438 Shares of IXUS ISHARES CORE MSCI TOTAL INTL STOCK ETF 31,865 33,861
12 Shares of ICVT ISHARES CONVERTIBLE BOND ETF 1,064 1,080
29 Shares of IBIT ISHARES BITCOIN TRUST ETF CY 1,808 1,775
62 Shares of ETHA ISHARES ETHEREUM TRUST ETF 1,345 1,182
655 Shares of HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 51,553 52,826
22 Shares of JBBB JANUS HENDERSON B BBB CLO ETF 1,057 1,061
42 Shares of JPST JPMORGAN ULTRA SHORT INCOME ETF 2,121 2,129
473.232 Shares of LCSIX LOCORR LONG SHORT COMMODITIES STRATEGIES CL IR 4,160 4,221
8727.727 Shares of NTBIX NAVIGATOR TACTICAL FIXED INCOME CL IR 82,318 83,786
322.436 Shares of NLSIX NEUBERGER BERMAN LONG SHORT INSTL CLR 6,022 6,288
30 Shares of INDS PACER INDUSTRIAL REAL ESTATE ETF 1,091 1,110
150 Shares of CTA SIMPLIFY MANAGED FUTURES STRATEGY ETFFL 4,188 4,011
54 Shares of SRLN SPDR BLACKSTONE SENIOR LN ET 2,210 2,246
241 Shares of JNK SPDR BLOOMBERG HIGH YIELD BOND ETF NEW 22,855 23,442
52 Shares of GLDM SPDR GOLD MINISHARES ETF 3,392 3,407
237 Shares of SJNK SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF 5,932 6,039
369 Shares of SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 33,764 35,173
160 Shares of SPSB SPDR PORTFOLIO SHORT TERM CORP BOND ETF 4,796 4,830
1160 Shares of SPLG SPDR PORTFOLIO S&P 500 ETF 76,271 84,320
42 Shares of GII SPDR S&P GLOBAL INFRASTRUCTURE ETF 2,744 2,828
4 Shares of XSD SPDR SERIES TRUST S&P SEMICONDUCTOR ETF 729 1,026
21 Shares of TFLR T ROWE PRICE FLOATING RATE 1,070 1,080
43 Shares of GDX VANECK GOLD MINERS ETF 2,112 2,239
281 Shares of BIZD VANECK BDC INCOME ETF 4,284 4,575
69 Shares of VSS VANGUARD FTSE ALL WORLD EX US SMALL CAP ETF 8,396 9,273

TY 2024 LegalFeesSchedule
Name:
The Peter and Thomas DiPietro Foundation
 
Inc C/O Ronald A Soccoli Jr
EIN:
82-2272059
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 5,825 0   5,825


TY 2024 OtherDecreasesSchedule
Name:
The Peter and Thomas DiPietro Foundation
 
Inc C/O Ronald A Soccoli Jr
EIN:
82-2272059
Description Amount
Prior Period Adjustment 9,389


TY 2024 OtherProfessionalFeesSchedule
Name:
The Peter and Thomas DiPietro Foundation
 
Inc C/O Ronald A Soccoli Jr
EIN:
82-2272059
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Fees 20,608 20,608   0


TY 2024 TaxesSchedule
Name:
The Peter and Thomas DiPietro Foundation
 
Inc C/O Ronald A Soccoli Jr
EIN:
82-2272059
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Federal Taxes 1,104 0   0
Foreign Taxes 210 210   0