2024-04-06T11:36:37-07:00 2023-12-31 Halver H Haugen 4955 Riverview Avenue Middletown OH 45042 990 2023-01-01 546509350 THE PICCIONI FOUNDATION PICC 5134201779 4471 BURNHAM WOODS DRIVE FRANKLIN OH 450055467 Patrick J Piccioni Trustee 5134201779 2024-03-26 true Patrick Piccioni XXX-XX-XXXX true Halver H Haugen P00175887 5134224699 2024-04-06 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z THE PICCIONI FOUNDATION PATRICK J PICCIONI 4471 BURNHAM WOODS DRIVE FRANKLIN OH 450055467 306598 false X N/A X 2003 OH THE PURPOSE IS TO SUPPORT THE ATRIUM MEDICAL CENTER FOUNDATION. 3 2 0 3 0 0 0 0 -18445 0 -18445 15000 0 0 0 0 1575 16575 -35020 276166 281258 0 276166 281258 X TO SUPPORT THE ATRIUM MEDICAL CENTER FOUNDATION.. true false 16575 15000 -18445 THE PICCIONI FOUNDATION MADE A GRANT TO ATRIUM MEDICAL CENTER FOUNDATION TO BUY AN IN-MOTION ARM FOR STROKE, SPINAL CORD INJURY, MS AND RELATED ILLNESSES. 0 0 0 N/A 0 0 0 N/A 16575 true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true X 0 0 true 0 false false false false false false false false false false false false false false false false false false X 3 2 false false false false false false false true true true false true true true true false true false false false OH X PATRICK J PICCIONI 5134201779 4471 BURNHAM WOODS DRIVE FRANKLIN OH 45005 X PATRICK J PICCIONI TRUSTEE X 0 0 0 RONALD V PULLMAN TRUSTEE X 0 0 0 HALVER H HAUGEN TRUSTEE X 0 0 0 0 0 0 0 false false false 0 X 4695 0 0 301903 325043 -23140 -23140 -23140 0 0 -18445 -18445 0 0 X 15000 15000 500 500 0 0 875 875 0 0 200 200 0 0 16575 16575 0 0 276166 281258 276166 281258 0 0 X 276166 281258 276166 281258 276166 281258 X -35020 40112 X X false false false X X X 1 ATRIUM MEDICAL CENTER FOUNDATION 311079213 3 true 15000 0 1 15000 0 0 0 0 0 true false false false false false false false false false false false false false false false true true false X true true false false 0 0 16913 4695 16913 4695 0 0 0 16913 4695 292393 280343 8933 11120 0 301326 291463 0 0 301326 291463 4520 4372 296806 287091 10388 10048 0 10388 10048 16913 14376 10388 14376 0 14376 15000 0 500 1075 0 0 16575 0 14376 0 14376 0 0 0 0 14758 17574 32332 0 14376 0 17956 16575 0 0 16575 0 0 34531 0 0 0 14376 16575 Pt III Ln 20 Trustee Halver H. Haugen of The Piccioni Foundation was appointed by the Atrium Medical Center Foundation as their representative to keep them advised of the activities of The Piccioni Foundation. The information is documented by letter to the Atrium Medical Center Foundation. Trustee Patrick J. Piccioni also is in constant and continual contact with the Atrium Medical Center Foundation. Patrick J. Piccioni serves on various committees which gives him insight into the current and future needs of the Atrium Medical Center. The Piccioni Foundation mainly supports 100% of the projects it selects. This allows The Piccioni Foundation to control the funding from start to finish and to actually review the project impact on the hospital community. In addition, the Atrium Medical Center Foundation uses The Piccioni Foundation to kick off major campaigns by committing funds for designated projects, which in turn will attract other donors. Pt III, Line 2 PURPOSE IS TO SUPPORT ONLY THE ATRIUM MEDICAL CENTER FOUNDATION 31-1079213, ONE ATRIUM DRIVE MIDDLETOWN OH 45005. THE PICCIONI FOUNDATION PROVIDED A 2023 TAX YEAR $15,000 GRANT TO ATRIUM MEDICAL CENTER FOUNDATION TO BUY AN IN-MOTION ARM FOR STROKE, SPINAL CORD INJURY, MS AND OTHER RELATED ILLNESSES. THIS IS NOTED IN LIEU OF FILING SCHEDULE I (FORM 990). Pt III, Line 2 THE PICCIONI FOUNDATION SUPPORTED THE ATRIUM MEDICAL CENTER FOUNDATION TO BUY AN IN-MOTION ARM FOR STROKE, SPINAL CORD, MS, AND RELATED INJURIES. Pt VI, Line 19 THE PICCIONI FOUNDATION MAKES ITS GOVERNING POLICIES, CONFLICT OF INTEREST ON DEMAND AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON PUBLIC DOMAIN. Pt XII, Line 1 BECAUSE OF THE STOCK MARKET VOLATITY IN 2023 THE BOARD DECIDED TO LIQUIDATE THE MAJORITY OF THE FOUNDATION'S ASSETS. TO BETTER PROTECT THE PRINCIPAL VALUE, BY INVESTING IN A NATIONWIDE ANNUITY. THE ANNUITY CAME WITH A THIRTY PERCENT SIGN ON BONUS(INCREASE APPLIES TO WITHDRAWL VALUE ONLY) PLUS AN EIGHT PERCENT MINIMUM RETURN FOR TEN YEARS. WE WILL BE BEGIN MAKING WITHDRAWALS FOR ATRIUM MEDICAL CENTER FOUNDATION PROJECTS IN 2024. WE WILL STILL BE USING ACCOUNT RBC 86621 FOR ALL WRITTEN CHECKS. Pt XII, Line 1 RECONCILING ITEMS: Pt XII, Line 1 RBC 86621 CHANGE IN MARKET VALUE $ 4,289 Pt XII, Line 1 RBC 86625 CHANGE IN MARKET VALUE $ 9,176 Pt XII, Line 1 RECONCILING ITEMS $ 1,071 Pt XII, Line 1 LIQUIDATION OF RBC 86625 $-171,592 Pt XII, Line 1 TRANSFER OF BALANCE TO RBC 86621 $ 171,592 Pt XII, Line 1 DEPOSITED RMD FROM ACCT 86628 $ 4,313 Pt XII, Line 1 ADD BACK CAPITAL LOSS RBC 86625 $ 22,254 Pt XII, Line 1 ADD BACK CAPITAL LOSS RBC 86621 $ 880 Pt XII, Line 1 PURCHASE OF NATIONWIDE ANNUITY $-280,000 Pt XII, Line 1 VALUE OF NATIONWIDE ANNUITY $ 278,129 Pt XII, Line 1 TOTAL RECONCILING ITEMS $ 40,112 Pt VI, Line 11b THE DRAFT FORM 990 IS REVIEWED BY AT LEAST TWO MEMBERS OF THE PICCIONI FOUNDATION PRIOR TO PREPARING THE RETURN. THE RETURN IS THEN DISTRIUBED TO EACH TRUSTEE. Pt VI, Line 12c THE CONFLICT OF INTEREST IS DISCUSSED AT EVERY MEETING OF THE TRUSTEES TO INSURE COMLIANCE WITH OUR WRITTEN CONFLICT OF INTEREST POLICY. Form 990, Part VI, Line 9 RONALD V PULLMAN 943 BLACKHAWK ROAD BEAVER FALLS PA 15010 Form 990, Part VI, Line 9 HALVER H HAUGEN 4955 RIVERVIEW AVENUE MIDDLETOWN OH 45042