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DINOVI FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
DINOVI FAMILY FOUNDATION (EIN 20-0011660)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202631339349102543
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-13T12:56:21-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1125 HIGH STREET 19TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200011660EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DINOVI FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDINOBusinessNameControlTxt
Phone6172271050PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111756 LAKE HOUSE CTAddressLine1Txt
CityN PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33408ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTHONY J DINOVIPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6172271050PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEMMA BALIANPreparerPersonNm
PTINP01996416PTIN
Phone6172928400PhoneNum
Preparation2026-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$21,372,307FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,077,191ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$65,206InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$65,206InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$490,706DividendsRevAndExpnssAmt
Dividends Net Invst Incm$490,706DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$963,480NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,460,554GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,739,028CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$75,000OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,671,583TotalRevAndExpnssAmt
Total Net Invst Incm$3,294,940TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,084TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,959TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$125TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,084TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,959TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,125TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,180,113ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,180,113ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,193,197TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,959TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,184,238TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,478,386ExcessRevenueOverExpensesAmt
Net Investment Income$3,285,981NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,171,952SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,353,149SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,353,149SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,286,950CorporateStockBOYAmt
Corporate Stock EOY$7,013,656CorporateStockEOYAmt
Corporate Stock EOYFMV$10,211,692CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,957,065CorporateBondsBOYAmt
Corporate Bonds EOY$8,118,911CorporateBondsEOYAmt
Corporate Bonds EOYFMV$7,807,465CorporateBondsEOYFMVAmt
Other Investments BOY$2,545,534OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$16,961,501TotalAssetsBOYAmt
Total Assets EOY$18,485,715TotalAssetsEOYAmt
Total Assets EOYFMV$21,372,307TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$16,961,501RetainedEarningBOYAmt
Retained Earning EOY$18,485,715RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$16,961,501TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$18,485,715TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$16,961,501TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$18,485,715TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$16,961,501TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,478,386ExcessRevenueOverExpensesAmt
Other Increases$45,828OtherIncreasesAmt
Subtotal$18,485,715SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$18,485,715TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDt
PUBLICLY TRADED STOCK2025-12-31$166,751$169,206-$2,455-$2,455
PUBLICLY TRADED STOCK2025-12-31$2,114,964$1,884,238$230,726$230,726
PUBLICLY TRADED STOCK2025-12-31$1,917,001$122,548$1,794,453$1,794,453
FIRST EAGLE LOAN SELECT FUND2025-06-18$3,120,144$2,545,534$574,610$574,610P2017-04-01
CAPITAL GAINS DIVIDENDS$141,694$141,694$141,694P
FieldValueIRS element (for citing)
Capital Gain Net Income$2,739,028CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$45,675InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$45,675SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$45,675TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,896EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,896TotalPaymentsAndCreditsAmt
Es Penalty$52EsPenaltyAmt
Tax Due$38,831TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANTHONY J DINOVIIndividualWithBooksNm
Phone6172271050PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111756 LAKE HOUSE CTAddressLine1Txt
CityN PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33408ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANTHONY J DINOVI
11756 LAKE HOUSE CTN PALM BEACHFL33408TRUSTEE1.00$0$0$0
DEANNA L DINOVI
11756 LAKE HOUSE CTN PALM BEACHFL33408TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,107,237AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$650,155AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,757,392TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$17,757,392AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$266,361CashDeemedCharitableAmt
Net Vl Noncharitable Assets$17,491,031NetVlNoncharitableAssetsAmt
Minimum Investment Return$874,552MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$874,552MinimumInvestmentReturnAmt
Tax Based On Investment Income$45,675TaxBasedOnInvestmentIncomeAmt
Total Tax$45,675TotalTaxAmt
Distributable Before Adj$828,877DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$828,877DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$828,877DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,184,238ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,184,238QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$828,877DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$908,039ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$289,461ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$572,251ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$564,323ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,334,074TotalExcessDistributionCyovAmt
Qualifying Distributions$2,184,238QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$828,877AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,355,361RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,689,435TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$908,039ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,781,396ExcessDistriCyovToNextYrAmt
Excess From Year4$289,461ExcessFromYear4Amt
Excess From Year2$572,251ExcessFromYear2Amt
Excess From Year1$564,323ExcessFromYear1Amt
Excess From Current Year$1,355,361ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANTHONY J DINOVIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
DANA FARBER CANCER INSTITUTE
450 BROOKLINE AVEBOSTONMA02215NONEPCGENERAL$400,000
LOST TREE VILLAGE CHARITABLE
8 CHURCH LNNORTH PALM BEACHFL33408NONEPCGENERAL$30,000
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115NONEPCGENERAL$300,000
PRESIDENT AND FELLOWS OF HARVARD
MASSACHUSETTS HALLCAMBRIDGEMA02138NONEPCGENERAL$500,000
HARVARD COLLEGE FUND
124 MOUNT AUBURN STREETCAMBRIDGEMA02138NONEPCGENERAL$10,000
HARVARD BUSINESS SCHOOL
111 WESTERN AVENUEBOSTONMA02163NONEPCGENERAL$250,000
HARVARD BUSINESS SCHOOL
111 WESTERN AVENUEBOSTONMA02163NONEPCGENERAL$100,000
HARVARD BUSINESS SCHOOL
111 WESTERN AVENUEBOSTONMA02163NONEPCGENERAL$10,000
BOSTON CHILDREN'S HOSPITAL
401 PARK DRIVE SUITE 602BOSTONMA02115NONEPCGENERAL$100,000
BOSTON CHILDREN'S HOSPITAL
401 PARK DRIVE SUITE 602BOSTONMA02115NONEPCGENERAL$10,000
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVECLEVELANDOH44195NONEPCGENERAL$100,000
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115NONEPCGENERAL$10,000
REGIS HIGH SCHOOL
55 E 84TH STNEW YORKNY10028NONEPCGENERAL$50,000
TEACH FOR AMERICA
25 BROADWAY 12TH FLOORNEW YORKNY10004NONEPCGENERAL$25,000
MARK BAVIS LEADERSHIP FOUNDATION
PO BOX 320310WEST ROXBURYMA02132NONEPCGENERAL$5,000
LAKES REGION CONSERVATION TRUST
156 DANE ROADCENTER HARBORNH03226NONEPCGENERAL$10,000
CASTLE PRESERVATION SOCIETY
RT 171 455 OLD MOUNTAIN ROADMOULTONBOROUGHNH03254NONEPCGENERAL$2,500
CYSTIC FIBROSIS FOUNDATION
4550 MONTGOMERY AVE SUITE 1100 NBETHESDAMD20814NONEPCGENERAL$5,000
DREAM FOUNDATION
436 14TH ST SUITE 920OAKLANDCA94612NONEPCGENERAL$50,000
TEACH FOR ALL INC
25 BROADWAY 12TH FLOORNEW YORKNY10004NONEPCGENERAL$10,000
NEWPORT NEWWORKS INC
9435 61ST STREETJURUPA VALLEYCA92509NONEPCGENERAL$5,000
SWIM ACROSS AMERICA
11600 N COMMUNITY HOUSE ROAD SUITECHARLOTTENC28277NONEPCGENERAL$5,000100
BALD PEAK COMMUNITY FUND
180 BALD PEAK DRIVEMOULTONBOROUGHNH03254NONEPCGENERAL$5,000
ST PATRICK CATHOLIC CHURCH
13591 PROSPERITY FARMS ROADPALM BEACH GARDENSFL33410NONEPCGENERAL$15,000
THE AMERICAN FRIENDS OF JAMAICA
850 7TH AVENUE 1106NEW YORKNY10019NONEPCGENERAL$10,000
NEW YORK UNIVERSITY
550 1ST AVENEW YORKNY10016NONEPCGENERAL$50,000
OFF-BRAND OPERA
580 W 172ND STREET 4CNEW YORKNY10037NONEPCGENERAL$75,000
GIVENGAIN
6301 NW 5TH WAY 3RD FLOORFORT LAUDERDALEFL33309NONEPCGENERAL$113
ST PATRICK CATHOLIC CHURCH
13591 PROSPERITY FARMS ROADPALM BEACH GARDENSFL33410NONEPCGENERAL$5,000
HEU LEARNING INC
885 W END AVE APT 4CNEW YORKNY10025NONEPCGENERAL$10,000
NEW YORK UNIVERSITY
105 EAST 17TH ST 4TH FL RM 411NEW YORKNY10003NONEPCGENERAL$5,000
ALS UNITED GREATER NEW YORK INC
42 BROADWAY 1724NEW YORKNY10004NONEPCGENERAL$1,000
1ST LIEUTENANT DEREK HINES SOLDIERS ASSISTANCE FUND INC
6 CHASE STREETWEST NEWBURYMA01985NONEPCGENERAL$1,000
GIVENGAIN
6301 NW 5TH WAY 3RD FLOORFORT LAUDERDALEFL33309NONEPCGENERAL$1,000
SOUTH FLORIDA PGA CHARITABLE FOUNDATION
7201 GEORGIA AVEWEST PALM BEACHFL33405NONEPCGENERAL$4,500
THE AMERICAN IRELAND FUND
10 POST OFFICE SQUARE N950BOSTONMA02109NONEPCGENERAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,180,113TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$65,206ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$490,706ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$963,480ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL REFUNDDesc
Exclusion$75,000ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,594,392ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,594,392TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonANTHONY AND DEANNA DINOVIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111756 LAKE HOUSE CTAddressLine1Txt
CityNORTH PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33408ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,077,191TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
128 SHARES OF WESCO INTL INC$7,6032025-12-04
1520 SHARES OF NVIDIA CORP$94,7652025-12-04
138 SHARES OF FABRINET$17,4442025-12-04
1250 SHARES OF GE VERNOVA LLC$155,2552025-12-04
170 SHARES OF BROADCOM LTD$26,6152025-12-04
1380 SHARES OF BROADCOM LTD$144,4802025-12-04
17200 SHARES OF NVIDIA CORP$1,312,1282025-12-04
11440 SHARES OF NVIDIA CORP$262,4262025-12-04
1266 SHARES OF NVIDIA CORP$48,4762025-12-04

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$8,000Amt
Net Investment Income$4,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,000DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DOUBLELINE TOTAL RETURN BOND FD CL I$1,504,419$1,364,839
LOOMIS SAYLES CORE PLUS BOND FUND CL Y$1,985,637$1,834,876
THE OSTERWEIS STRATEGIC INCOME FD$2,102,271$2,092,602
NUVEEN FLOATING RATE INCOME INDEX$2,526,584$2,515,148

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BARON REAL ESTATE FUND INSTITUTIONAL$229,054$260,277
DFA GLOBAL REAL ESTATE SEC PORTFOLIO$239,992$266,688
DODGE & COX INTERNATL STOCK CL I$669,005$963,878
WCM FOCUSED INTL GROWTH FUND INSTL$1,242,258$1,414,492
AKRE FOCUS FUND INSTL$739,367$1,120,614
VANGUARD COMMODITY STRATEGY FD$336,552$291,246
ISHARES RUSSELL 3000 INDEX FUND$2,530,042$4,477,570
VANGUARD INTL EQUITY INDEX FDS FTSE EMR$720,466$920,385
ISHARES GOLD TR ISHARES$135,826$340,508
BROADCOM INC COM$10,220$156,034
BROADCOM INC COM ADDITIONAL BOOK BASIS$160,874$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL REFUNDDesc
Revenue And Expenses Per Books$75,000RevenueAndExpensesPerBooksAmt
Adjusted Net Income$75,000AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCEDesc
Amt$45,828Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD$4,959$4,959$0
MA FILING FEE$125$0$125