THE FREDERICK A DELUCA FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE FREDERICK A DELUCA FOUNDATION INC (EIN 65-0755554)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-29
- IRS object ID
- 202213339349100301
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-29T08:48:13-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH CLEMATIS STREET SUITE 110 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650755554 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FREDERICK A DELUCA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 9546562811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 N FEDERAL HIGHWAY 312 | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELISABETH DELUCA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9546562811 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELISABETH | PersonFirstNm |
| Person Last | DELUCA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON D DAVIS | PreparerPersonNm |
| PTIN | P00641426 | PTIN |
| Phone | 5618056550 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $861,438,784 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,192,829 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,121,255 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,610,676 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $548,047,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,610,676 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $454,827 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,236,316 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,232,246 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $109,039,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $108,964,177 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $454,827 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $114,579 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $57,290 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $57,290 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $66,659 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $33,330 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,330 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,129,154 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,289,667 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $839,487 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,291,863 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $291,863 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,959,372 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,654,987 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $59,874 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,561,627 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,327,137 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $989,981 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,623,631 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,623,631 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,185,258 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,327,137 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,613,612 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $62,854,563 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,637,040 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $454,827 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,670,695 | CashBOYAmt |
| Cash EOY | $2,130,964 | CashEOYAmt |
| Cash EOYFMV | $2,130,964 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,163,869 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,348,581 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,348,581 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $7,873,323 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $387,685,788 | CorporateStockBOYAmt |
| Corporate Stock EOY | $367,008,079 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $468,653,229 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $142,692,600 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $111,995,188 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $110,359,691 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $99,839,222 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $224,200,406 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $261,946,319 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | -$586,264 | OtherAssetsBOYAmt |
| Other Assets EOY | $965,680 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $661,339,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $724,648,898 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $861,438,784 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $145,811 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $146,086 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $145,811 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $146,086 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,953,095 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,953,095 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $659,240,327 | RetainedEarningBOYAmt |
| Retained Earning EOY | $722,549,717 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $661,193,422 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $724,502,812 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $661,339,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $724,648,898 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $661,193,422 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $62,854,563 | ExcessRevenueOverExpensesAmt |
| Other Increases | $454,827 | OtherIncreasesAmt |
| Subtotal | $724,502,812 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $724,502,812 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $203,533,594 | $186,134,159 | $17,399,435 | $17,399,435 | |
| PUBLICLY TRADED SECURITIES | $334,332,342 | $264,873,401 | $69,458,941 | $69,458,941 | |
| CAPITAL GAIN FROM PASSTHROUGH | $1,174,200 | $1,174,200 | $1,174,200 | P | |
| CAPITAL LOSS FROM PASSTHROUGH | $429,591 | -$429,591 | -$429,591 | P | |
| CAPITAL GAINS DIVIDENDS | $9,007,691 | $9,007,691 | $9,007,691 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,610,676 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,426,655 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,426,655 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,426,655 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,011,922 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,011,922 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $585,267 | OverpaymentAmt |
| Applied To ES Tax | $585,267 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.FREDDELUCAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 9546562811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 N FEDERAL HWY 312 | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELISABETH DELUCA | ||||||||
| 500 EAST BROWARD BLVD STE 2300 | FORT LAUDERDALE | FL | 33394 | PRESIDENT, SECRETARY, TREASURER | 5.00 | $0 | $0 | $0 |
| JONATHAN DELUCA | ||||||||
| 500 EAST BROWARD BLVD STE 2300 | FORT LAUDERDALE | FL | 33394 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUZANNE V GRECO | ||||||||
| 500 EAST BROWARD BLVD STE 2300 | FORT LAUDERDALE | FL | 33394 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SCS CAPITAL MANAGEMENT LLC | |||||
| 888 BOYLSTON STREET | BOSTON | MA | 02199 | INVESTMENT MANAGEMENT | $1,261,753 |
| FORBES FAMILY TRUST | |||||
| 767 5TH AVE 6TH FLOOR | NEW YORK | NY | 10153 | INVESTMENT MANAGEMENT | $848,749 |
| MORGAN STANLEY | |||||
| 1585 BROADWAY | NEW YORK | NY | 10036 | INVESTMENT MANAGEMENT | $658,403 |
| ROCKRIDGE CAPITAL HOLDINGS LLC | |||||
| 500 EAST BROWARD BLVD SUITE 2300 | FORT LAUDERDALE | FL | 33394 | PROFESSIONAL SERVICES | $575,864 |
| US TRUST | |||||
| 114 WEST 47TH STREET NY8-114-07-07 | NEW YORK | NY | 100361510 | INVESTMENT MANAGEMENT | $461,818 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $806,368,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,092,162 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $839,460,979 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $839,460,979 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,591,915 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $826,869,064 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,343,453 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,343,453 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,426,655 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,426,655 | TotalTaxAmt |
| Distributable Before Adj | $39,916,798 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $454,827 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,371,625 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,371,625 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,613,612 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $37,613,612 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,371,625 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,445,038 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,613,612 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,445,038 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,168,574 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $33,203,051 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELISABETH DELUCA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (161 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 211 PALM BEACH TREASURE COAST INC | |||||||
| PO BOX 3588 | LANTANA | FL | 33465 | PC | CAPACITY BUILDING AROUND OUTREACH EDUCATION AND AWARENESS, INFRASTRUCTURE/ORGANIZATIONAL SUPPORT AND PROGRAMMATIC NEEDS | $175,500 | |
| ADOPT-A-FAMILY OF THE PALM BEACHES INC | |||||||
| 1712 SECOND AVENUE NORTH | LAKE WORTH | FL | 33460 | PC | JOB COACH PROGRAM | $65,574 | |
| ADRIENNE ARSHT CENTER TRUST INC | |||||||
| 1300 BISCAYNE BOULEVARD | MIAMI | FL | 331321608 | PC | ARSHT CENTER EDUCATION AND WORKFORCE INITIATIVES | $500,000 | |
| ALL FLORIDA YOUTH ORCHESTRA | |||||||
| 1708 N 40TH AVENUE | HOLLYWOOD | FL | 33021 | PC | NO LIMITS PROGRAM | $50,000 | |
| ALL FLORIDA YOUTH ORCHESTRA | |||||||
| 1708 N 40TH AVENUE | HOLLYWOOD | FL | 33021 | PC | MUSIC STEPS (STUDENTS TRANSFORMED THROUGH EDUCATION AND PERFORMANCE SKILLS) | $201,230 | |
| ARC BROWARD INC | |||||||
| 10250 NW 53RD STREET | SUNRISE | FL | 33351 | PC | WORKFORCE DEVELOPMENT | $279,389 | |
| ASSOCIATION OF FUNDRAISING PROFESSIONALS | |||||||
| 316 LAKE DRIVE | COCONUT CREEK | FL | 33066 | PC | NATIONAL PHILANTHROPY DAY - PRESENTING SPONSORSHIP (2021) | $10,000 | |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 3450 LAKESIDE DRIVE SUITE 304 | MIRAMAR | FL | 33027 | PC | BEST BUDDIES SCHOOL TRANSITION PROGRAM | $75,000 | |
| BIG BROTHERS BIG SISTERS OF PALM BEACH AND MARTIN COUNTIES INC | |||||||
| 1700 KIRK ROAD | WEST PALM BEACH | FL | 33406 | PC | BIGGER REACH INITIATIVE-LITERACY AND SPORTS MENTORING | $112,100 | |
| BOCA HELPING HANDS INC | |||||||
| 1500 NW 1ST COURT | BOCA RATON | FL | 33432 | PC | 2022 BOCA HELPING HANDS JOB TRAINING PROGRAM | $150,000 | |
| BOYS & GIRLS CLUBS OF BROWARD COUNTY | |||||||
| 877 NW 61ST ST | FORT LAUDERDALE | FL | 333092022 | PC | ART WITH A HEART (PLUS WISHLIST) | $291,929 | |
| BOYS & GIRLS CLUBS OF BROWARD COUNTY | |||||||
| 877 NW 61ST ST | FORT LAUDERDALE | FL | 333092022 | PC | TRANSPORTATION | $544,473 | |
| BOYS & GIRLS CLUBS OF BROWARD COUNTY | |||||||
| 877 NW 61ST ST | FORT LAUDERDALE | FL | 333092022 | PC | COLLEGE & CAREER READINESS | $200,000 | |
| BOYS AND GIRLS CLUB OF MILFORD INCORPORATED | |||||||
| PO BOX 2294 | MILFORD | CT | 06460 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY INC | |||||||
| 800 NORTHPOINT PARKWAY SUITE 204 | WEST PALM BEACH | FL | 334071978 | PC | CAREER BOUND | $709,801 | |
| BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY INC | |||||||
| 800 NORTHPOINT PARKWAY SUITE 204 | WEST PALM BEACH | FL | 334071978 | PC | GREAT FUTURES START HERE: A CAMPAIGN FOR TODAY'S YOUTH, TOMORROW'S LEADERS | $1,500,000 | |
| BRANCHES INC | |||||||
| 11500 NW 12TH AVENUE | MIAMI | FL | 33168 | PC | BRANCHES CLIMB TO COLLEGE & CAREER | $100,000 | |
| BRIDGEPORT PUBLIC EDUCATION FUND INC | |||||||
| 446 UNIVERSITY AVENUE | BRIDGEPORT | CT | 06604 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BROWARD COLLEGE FOUNDATION INC | |||||||
| 111 E LAS OLAS BOULEVARD 11TH FLOOR | FORT LAUDERDALE | FL | 333012206 | PC | BROWARD UP (UNLIMITED POTENTIAL) | $1,000,000 | |
| BROWARD EDUCATION FOUNDATION INC | |||||||
| 600 SE 3RD AVENUE 1ST FLORIDA | FORT LAUDERDALE | FL | 333013125 | PC | FREDERICK A. DELUCA SCHOLARSHIP - 2021 COHORT | $536,000 | |
| BROWARD EDUCATION FOUNDATION INC | |||||||
| 600 SE 3RD AVENUE 1ST FLORIDA | FORT LAUDERDALE | FL | 333013125 | PC | TURNAROUND ARTS/PERFORMING AND VISUAL ARTS PROGRAMS | $105,464 | |
| BROWARD EDUCATION FOUNDATION INC | |||||||
| 600 SE 3RD AVENUE 1ST FLORIDA | FORT LAUDERDALE | FL | 333013125 | PC | BROWARD TEA (TECHNOLOGY EMPOWERED AGRICULTURE) SCHOOL GARDEN: A FOOD FOREST | $184,104 | |
| BROWARD PERFORMING ARTS FOUNDATION INC | |||||||
| 201 SW 5TH AVENUE | FT LAUDERDALE | FL | 333127112 | PC | EDUCATION MANAGER - SCHOOL-BASED PROGRAMS | $75,000 | |
| BROWARD PERFORMING ARTS FOUNDATION INC | |||||||
| 201 SW 5TH AVENUE | FT LAUDERDALE | FL | 333127112 | PC | K-12 LEARNING THROUGH THE ARTS | $300,000 | |
| CENTER FOR CHILD COUNSELING INC | |||||||
| 8895 N MILITARY TRAIL SUITE 300C | PALM BEACH GARDENS | FL | 33410 | PC | INTEGRATING MENTAL HEALTH INTO PRIMARY PEDIATRIC CARE | $100,000 | |
| CENTER FOR HEARING AND COMMUNICATION | |||||||
| 50 BROADWAY 6TH FLOOR | NEW YORK | NY | 10004 | PC | HEARING HEALTH AND STRIVE | $189,600 | |
| CENTRO CAMPESINO FARMWORKER | |||||||
| 35801 SW 186 AVENUE PO BOX 343449 | FLORIDA CITY | FL | 33034 | PC | FINANCIAL CAPABILITY UPLIFT FOR RENTERS AND TENANTS INITIATIVE | $124,730 | |
| CHAPMAN PARTNERSHIP INC | |||||||
| 1550 NORTH MIAMI AVENUE 2ND FLOOR | MIAMI | FL | 33136 | PC | WORKFORCE TRADES PROGRAM - CERTIFIED NURSING ASSISTANT | $360,125 | ADMINISTRATION |
| CHILDRENS CASE MANAGEMENT ORGANIZATION INC | |||||||
| 3333 FOREST HILL BOULEVARD 2ND | WEST PALM BEACH | FL | 33406 | PC | KIN SUPPORT PROJECT | $108,000 | FLOOR |
| CHILDRENS CASE MANAGEMENT ORGANIZATION INC | |||||||
| 3333 FOREST HILL BOULEVARD 2ND | WEST PALM BEACH | FL | 33406 | PC | INFANT MENTAL HEALTH PROGRAM | $89,800 | FLOOR |
| CHILDRENS HARBOR INC | |||||||
| 19425 SW 58TH MANOR | PEMBROKE PINES | FL | 33332 | PC | BROWN'S HARBOR SUCCESS TEAM | $69,739 | |
| CHILDREN'S SERVICES COUNCIL OF BROWARD COUNTY | |||||||
| 6600 W COMMERCIAL BOULEVARD | FORT LAUDERDALE | FL | 33319 | GOV | YOUTH FORCE PROGRAM EXPANSION | $751,380 | |
| COLLEGE FOR KIDS INC | |||||||
| 1896 PALM BEACH LAKES BOULEVARD | WEST PALM BEACH | FL | 33409 | PC | SCHOLARSHIP PURCHASE | $250,000 | SUITE 103 |
| COMMUNITY CHILD CARE CENTER OF DELRAY BEACH INC | |||||||
| 555 NW 4TH STREET | DELRAY BEACH | FL | 33444 | PC | ACCF'S EARLY LEARNING PROGRAM (ELP) | $200,000 | |
| COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNTIES INC | |||||||
| 700 S DIXIE HWY 200 | WEST PALM BEACH | FL | 33401 | PC | FREDERICK A. DELUCA SCHOLARSHIP FUND | $262,500 | |
| COMMUNITY FOUNDATION FOR PALM BEACH & MARTIN COUNTIES INC | |||||||
| 700 S DIXIE HWY 200 | WEST PALM BEACH | FL | 33401 | PC | COVID RELIEF FUNDING | $250,000 | |
| COMMUNITY FOUNDATION OF BROWARD INC | |||||||
| 910 E LAS OLAS BOULEVARD SUITE 200 | FT LAUDERDALE | FL | 333012312 | PC | DIGNITY IN AGING COLLABORATIVE | $100,000 | |
| COMMUNITY HEALTH CENTER OF WEST PALM BEACH INC | |||||||
| 5205 GREENWOOD AVENUE SUITES 213 | WEST PALM BEACH | FL | 33407 | PC | APRN FOR THE COVID-19 TELEHEALTH CLINIC | $100,000 | AND 251 |
| CONNECTICUT ASSOCIATION FOR THE PERFORMING ARTS | |||||||
| 247 COLLEGE STREET | NEW HAVEN | CT | 065102405 | PC | ARTS EDUCATION PROGRAM | $50,000 | |
| CONNECTICUT FOODSHARE INC | |||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | PC | MOBILE FOOD PANTRY | $100,000 | |
| CONNECTICUT PLAYERS FOUNDATION INC | |||||||
| 222 SARGENT DRIVE | NEW HAVEN | CT | 065115919 | PC | ARTS EDUCATION AND OUTREACH FOR YOUTH | $50,000 | |
| CROCKETT FOUNDATION INC | |||||||
| 5101 NW 21ST AVENUE SUITE 530 | FORT LAUDERDALE | FL | 33309 | PC | CODE EXPLORERS | $160,000 | |
| DREAM BIG INC | |||||||
| 21 HIGHLAND CIRCLE SUITE 203 | NEEDHAM | MA | 02494 | PC | DREAM BIG! EQUIPMENT GRANTS & PROGRAM SCHOLARSHIPS | $50,000 | |
| EASTER SEALS SOUTH FLORIDA INC | |||||||
| 1475 NW 14TH AVENUE | MIAMI | FL | 33125 | PC | EASTERSEALS SCHOLARSHIP SUPPORT AND EARLY INTERVENTION THERAPY | $175,500 | |
| EASTER SEALS SOUTH FLORIDA INC | |||||||
| 1475 NW 14TH AVENUE | MIAMI | FL | 33125 | PC | EASTERSEALS WORKFORCE READINESS PILOT PROGRAM FOR STUDENTS WITH SPECIAL NEEDS | $104,409 | |
| EDUCATE TOMORROW CORP | |||||||
| PO BOX 398418 | MIAMI BEACH | FL | 33239 | PC | EDUCATE TOMORROW SCHOLARS | $241,053 | |
| EDUCATION FOUNDATION OF PALM BEACH COUNTY INC | |||||||
| 505 S CONGRESS AVENUE | BOYNTON BEACH | FL | 33426 | PC | SANTALUCES COMMUNITY HIGH SCHOOL CYBER SECURITY ACADEMY | $238,483 | |
| EDUCATION FOUNDATION OF PALM BEACH COUNTY INC | |||||||
| 505 S CONGRESS AVENUE | BOYNTON BEACH | FL | 33426 | PC | RED APPLE SUPPLIES ONLINE AND ON THE MOVE! AND GOTEACH! CLASSROOM GRANT EXPANSION PROGRAM | $135,000 | |
| ENFAMILIA INC | |||||||
| 16090 SW 293 DRIVE | HOMESTEAD | FL | 33033 | PC | CAPACITY AND SUSTAINABILITY (MENTAL HEALTH COUNSELOR AND DEVELOPMENT MANAGER) | $133,400 | |
| FIRST CALL FOR HELP OF BROWARD INC | |||||||
| 3317 NW 10TH TERRACE SUITE 403 | FORT LAUDERDALE | FL | 33309 | PC | 211 COVID-19 HELPLINE COUNSELORS | $100,000 | |
| FIRST CALL FOR HELP OF BROWARD INC | |||||||
| 3317 NW 10TH TERRACE SUITE 403 | FORT LAUDERDALE | FL | 33309 | PC | BRIDGE 2 LIFE - CAPACITY BUILDING | $105,000 | |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC | |||||||
| 777 GLADES ROAD 84 | BOCA RATON | FL | 33431 | PC | HEALTH EQUITY NURSING SCHOLARS PROGRAM (HENS) | $35,000 | |
| FOR THE CHILDREN INC | |||||||
| 1718 SOUTH DOUGLAS STREET | LAKE WORTH BEACH | FL | 33460 | PC | YOUTH ZONE | $169,502 | |
| FORT LAUDERDALE INDEPENDENCE TRAINING & EDUCATION CENTER INC | |||||||
| 5201 NW 33RD AVENUE | FORT LAUDERDALE | FL | 333091116 | PC | CAREER PATHWAYS FOR TRANSITION YOUTH SUCCESS PROGRAM | $100,000 | |
| FORT LAUDERDALE INDEPENDENCE TRAINING & EDUCATION CENTER INC | |||||||
| 5201 NW 33RD AVENUE | FORT LAUDERDALE | FL | 333091116 | PC | TIL EMERGENCY LANDING SPACE | $300,000 | |
| FRIENDS OF THE UNDERLINE INC | |||||||
| 80 SW 8TH STREET SUITE 120 | MIAMI | FL | 33130 | PC | ART OF NATURE | $25,000 | |
| GATEWAY COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 20 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | VOCATIONAL SCHOLARSHIPS | $125,000 | |
| GENESIS COMMUNITY HEALTH INC | |||||||
| 639 EAST OCEAN AVENUE SUITE 409 | BOYNTON BEACH | FL | 33435 | PC | HEALTHY OUTCOMES PROGRAM | $72,718 | |
| GILDAS CLUB OF SOUTH FLORIDA INC | |||||||
| 4850 W PROSPECT ROAD | FORT LAUDERDALE | FL | 33309 | PC | GCSF HEALTHY LIVING | $47,120 | |
| GILDAS CLUB OF SOUTH FLORIDA INC | |||||||
| 4850 W PROSPECT ROAD | FORT LAUDERDALE | FL | 33309 | PC | GCSF HEALTHY LIVING | $53,000 | |
| GIRL SCOUT COUNCIL OF TROPICAL FLORIDA INC | |||||||
| 11347 SW 160TH STREET | MIAMI | FL | 33157 | PC | COMMUNITY TROOP CAPACITY BUILDING: STEM, COLLEGE ACCESS, AND EVALUATION | $139,000 | |
| GUITARS OVER GUNS OPERATION INC | |||||||
| 169 E FLAGLER ST SUITE 1134 | MIAMI | FL | 33131 | PC | SOUTH DADE COMMUNITY ARTS AND IMPACT HUB | $250,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| PO BOX 5209 | DEERFIELD BEACH | FL | 33442 | PC | OPENING DOORS TO HEALTHY FUTURES: HOMEOWNERSHIP FOR LOW INCOME FAMILIES | $500,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 6758 N MILITARY TRAIL SUITE 301 | RIVIERA BEACH | FL | 33407 | PC | AGING-IN-PLACE REPAIRS | $161,800 | |
| HABITAT FOR HUMANITY OF GREATER MIAMI INC | |||||||
| 3800 NW 22 AVENUE | MIAMI | FL | 33142 | PC | MIAMI HABITAT HOMES 2021/22-2022/23 | $225,000 | |
| HEALTH IN THE HOOD INC | |||||||
| 2020 N BAYSHORE DRIVE 4102 | MIAMI | FL | 33137 | PC | HEALTH IN THE HOOD FOOD ACCESS PROGRAMS | $50,000 | |
| HELPING ABUSED NEGLECTED DISADVANTAGED YOUTH-HANDY-INC | |||||||
| 1717 NORTH ANDREWS AVE | FORT LAUDERDALE | FL | 33311 | PC | HANDY PROPERTY DEVELOPMENT PROJECT | $500,000 | |
| HELPING ABUSED NEGLECTED DISADVANTAGED YOUTH-HANDY-INC | |||||||
| 1717 NORTH ANDREWS AVE | FORT LAUDERDALE | FL | 33311 | PC | RESUME 4 LIFE | $204,646 | |
| HOLLYWOOD ART AND CULTURE CENTER INC | |||||||
| 1650 HARRISON STREET | HOLLYWOOD | FL | 330206806 | PC | ARTS ACCESS | $90,000 | |
| HOUSATONIC COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 900 LAFAYETTE BOULEVARD | BRIDGEPORT | CT | 066044704 | PC | VOCATIONAL SCHOLARSHIPS | $125,000 | |
| HOUSING PARTNERSHIP INC | |||||||
| 2001 W BLUE HERON BOULEVARD | RIVIERA BEACH | FL | 33404 | PC | THE ERSO INITIATIVE | $161,140 | |
| JACK AND JILL CHILDREN'S CENTER INC | |||||||
| 1315 WEST BROWARD BOULEVARD | FORT LAUDERDALE | FL | 33312 | PC | FAMILY STRENGTHENING PROGRAM | $150,000 | |
| JEWISH COMMUNITY SERVICES OF SOUTH FLORIDA INC | |||||||
| 12000 BISCAYNE BOULEVARD SUITE 303 | NORTH MIAMI | FL | 33181 | PC | JCS' BEHAVIORAL HEALTH AND TECHNOLOGY ENHANCEMENTS | $164,033 | |
| JOE DIMAGGIO CHILDRENS HOSPITAL FOUNDATION INC | |||||||
| 3329 JOHNSON STREET | HOLLYWOOD | FL | 33021 | PC | MEMORIAL ALLIES | $119,587 | |
| JOE DIMAGGIO CHILDRENS HOSPITAL FOUNDATION INC | |||||||
| 3329 JOHNSON STREET | HOLLYWOOD | FL | 33021 | PC | MEMORIAL'S BREAK RESPITE PROGRAM | $77,852 | |
| JOE DIMAGGIO CHILDRENS HOSPITAL FOUNDATION INC | |||||||
| 3329 JOHNSON STREET | HOLLYWOOD | FL | 33021 | PC | JOE DIMAGGIO CHILDREN'S HOSPITAL EXPANSION PROJECT | $1,000,000 | |
| JUNIOR ACHIEVEMENT OF GREATER FAIRFIELD COUNTY | |||||||
| 835 MAIN STREET | BRIDGEPORT | CT | 066044900 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| JUNIOR ACHIEVEMENT OF GREATER MIAMI | |||||||
| 301 71ST STREET 2ND FLOOR | MIAMI BEACH | FL | 331413013 | PC | JA INSPIRE | $204,348 | |
| JUNIOR ACHIEVEMENT OF SOUTH FLORIDA | |||||||
| 1130 COCONUT CREEK BOULEVARD | COCONUT CREEK | FL | 330661647 | PC | JA CAREER BOUND, JOB SHADOW & INTERNSHIP PROGRAM | $344,723 | |
| JUNIOR ACHIEVEMENT OF SOUTH FLORIDA | |||||||
| 1130 COCONUT CREEK BOULEVARD | COCONUT CREEK | FL | 330661647 | PC | JA WORKFORCE CENTER INITIATIVE | $1,000,000 | |
| JUNIOR ACHIEVEMENT OF THE PALM BEACHES AND TREASURE COAST | |||||||
| 700 S ROSEMARY AVE SUITE 204 | WEST PALM BEACH | FL | 33401 | PC | JA HIGH SCHOOL HEROES & JA INSPIRE | $175,000 | |
| KRISTI HOUSE INC | |||||||
| 1265 NW 12 AVENUE | MIAMI | FL | 33136 | PC | KEEPING CHILDREN SAFE FROM ABUSE | $231,152 | |
| LEGAL AID SOCIETY OF PALM BEACH COUNTY INC | |||||||
| 423 FERN STREET SUITE 200 | WEST PALM BEACH | FL | 33401 | PC | JUVENILE ADVOCACY PROJECT: CHILD TRAUMA PROJECT | $200,336 | |
| LEGAL SERVICES OF GREATER MIAMI INC | |||||||
| 4343 W FLAGLER STREET SUITE 100 | MIAMI | FL | 33134 | PC | HOUSING STABILITY PROGRAM | $150,000 | |
| LIGHTHOUSE OF BROWARD COUNTY INC | |||||||
| 650 NORTH ANDREWS AVENUE | FORT LAUDERDALE | FL | 33301 | PC | READY TO WORK | $300,000 | |
| LORDS PLACE INC | |||||||
| 2808 NORTH AUSTRALIAN AVENUE | WEST PALM BEACH | FL | 33401 | PC | YOUTH SERVICES | $100,000 | |
| LORDS PLACE INC | |||||||
| 2808 NORTH AUSTRALIAN AVENUE | WEST PALM BEACH | FL | 33401 | PC | CAFE JOSHUA JOB TRAINING PROGRAM | $200,000 | |
| MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED | |||||||
| 637 PARK AVENUE | BRIDGEPORT | CT | 066044611 | PC | EDUCATION PROGRAM AND WOMEN OF ACHIEVEMENT SCHOLARSHIP | $535,000 | |
| MIAMI BOARDING SCHOOL INC | |||||||
| 8004 NW 154TH STREET 389 | MIAMI LAKES | FL | 33016 | PC | 24 HOURS TO GROW | $269,760 | |
| MILAGRO FOUNDATION INC | |||||||
| 695 AUBURN AVENUE | DELRAY BEACH | FL | 33433 | PC | JUNIOR TEEN LEADERSHIP | $60,000 | |
| MILAGRO FOUNDATION INC | |||||||
| 695 AUBURN AVENUE | DELRAY BEACH | FL | 33433 | PC | MILAGRO MUSIC PROGRAM | $40,000 | |
| MUJERES UNIDAS EN JUSTICIA EDUCACION Y REFFORMA INC | |||||||
| 27112 SOUTH DIXIE HIGHWAY | NARANJA | FL | 33032 | PC | CAPACITY BUILDING FOR ONE STOP DV/SA PROGRAM | $102,093 | |
| MUSEUM OF DISCOVERY AND SCIENCE INC | |||||||
| 401 SW 2ND STREET | FORT LAUDERDALE | FL | 33312 | PC | PATHWAY TO DISCOVERY: REIMAGINING EARLY CHILDHOOD EDUCATION AT MODS | $250,000 | |
| NAMI BROWARD COUNTY INC | |||||||
| 4161 SW 5TH STREET SUITE 203 | PLANTATION | FL | 33317 | PC | NAMI BROWARD PEER MENTORING PROGRAM | $50,000 | |
| NAMI MIAMI-DADE COUNTY INC | |||||||
| 299 ALHAMBRA CIRCLE SUITE 224 | CORAL GABLES | FL | 33134 | PC | OPERATIONS MANAGER | $61,200 | |
| NAMI PALM BEACH COUNTY INC | |||||||
| 5205 GREENWOOD AVENUE SUITE 110 | WEST PALM BEACH | FL | 33407 | PC | COMMUNITY ENGAGEMENT THROUGH DIVERSITY AND INCLUSION | $57,302 | |
| NATIONAL ITALIAN AMERICAN FOUNDATION INC | |||||||
| AMB PETER F SECCHIA BUILDING 1860 | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING EXPENSES/SCHOLARSHIPS | $25,000 | 19TH STREET NW |
| NICKLAUS CHILDREN'S HOSPITAL FOUNDATION LLC | |||||||
| 3100 SW 62ND AVENUE | MIAMI | FL | 33155 | PC | MENTAL HEALTH FUNDING OPPORTUNITIES AND CODE BEAR - AUTISM CARE PROGRAM | $479,000 | |
| NORTHWEST CONNECTICUT ASSOCIATION FOR THE ARTS INC | |||||||
| 68 MAIN STREET | TORRINGTON | CT | 06790 | PC | SUMMER ARTS PROGRAM | $25,000 | |
| NORWALK COMMUNITY COLLEGE FOUNDATION | |||||||
| 188 RICHARDS AVENUE ROOM E311 | NORWALK | CT | 068541634 | PC | VOCATIONAL SCHOLARSHIPS AND VOCATIONAL AID | $125,000 | |
| NU DECO ENSEMBLE INC | |||||||
| 2100 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | PC | NU DECO ACCESS | $90,000 | |
| OIC OF SOUTH FLORIDA INC | |||||||
| 3407 NW 9TH AVENUE SUITE 100 | FORT LAUDERDALE | FL | 33309 | PC | WOMEN WORKFORCE EMPOWER PROGRAM | $215,000 | |
| ORANGE HISTORICAL SOCIETY INC | |||||||
| PO BOX 784 | ORANGE | CT | 06477 | PC | BRYAN ANDREW HOUSE RENOVATION PROJECT | $14,000 | |
| PACE CENTER FOR GIRLS INC | |||||||
| 6745 PHILLIPS INDUSTRIAL BOULEVARD | JACKSONVILLE | FL | 32256 | PC | SPIRITED GIRLS: BRIDGING THE GAP FROM SCHOOL TO SUCCESS | $100,000 | |
| PACE CENTER FOR GIRLS INC | |||||||
| 6745 PHILLIPS INDUSTRIAL BOULEVARD | JACKSONVILLE | FL | 32256 | PC | POSITIVE YOUTH DEVELOPMENT | $100,000 | |
| PATH TO COLLEGE FOUNDATION INC | |||||||
| PO BOX 487 | LAKE WORTH | FL | 33460 | PC | ACADEMIC FELLOWSHIP | $60,000 | |
| PATHWAYS TO PROSPERITY INC | |||||||
| 6452 BAY ISLAND COURT | WEST PALM BEACH | FL | 33411 | PC | CIRCLES PALM BEACH COUNTY | $65,000 | |
| PRIME TIME PALM BEACH COUNTY INC | |||||||
| 2300 HIGH RIDGE ROAD SUITE 330 | BOYNTON BEACH | FL | 33426 | PC | PRIME TIME PALM BEACH COUNTY EXPANDED LEARNING OPPORTUNITIES | $500,000 | |
| PROJECT LIFT INC | |||||||
| 1330 SW 34TH STREET 1140 NE 18TH | PALM CITY | FL | 34990 | PC | PROJECT LIFT BELLE GLADE | $100,000 | STREET BELLE GLADE FL 33430 |
| REACH OUT AND READ INC | |||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | PC | RX FOR EARLY LITERACY IN BROWARD AND MIAMI-DADE COUNTIES | $208,750 | |
| REDLANDS CHRISTIAN MIGRANT ASSOCIATION INC | |||||||
| 402 W MAIN STREET | IMMOKALEE | FL | 34142 | PC | PALM BEACH-FARMWORKER CDC WRAP AROUND SERVICES AND FAMILY SUPPORT WORKER POSITION FOR BELLE GLADE CDC | $200,009 | |
| REDLANDS CHRISTIAN MIGRANT ASSOCIATION INC | |||||||
| 402 W MAIN STREET | IMMOKALEE | FL | 34142 | PC | FAMILY SUPPORT WORKER AND HEALTH WORKER SUPPORTING CHILDREN AND FAMILIES IN HOMESTEAD; PLAYGROUND UPDATES FOR CHILDREN IN FLORIDA CITY | $200,234 | |
| SAVE THE KID FUND INC | |||||||
| 153 BOSTON POST ROAD 455 | EAST LYME | CT | 06333 | PC | ROBBIES RIDERS | $25,000 | |
| SCHOLARSHIP AMERICA INC | |||||||
| 7900 INTERNATIONAL DRIVE SUITE 500 | MINNEAPOLIS | MN | 55425 | PC | SUBWAY FRESH START SCHOLARSHIP PROGRAM | $670,200 | |
| SOS CHILDRENS VILLAGES FLORIDA INC | |||||||
| 3681 NW 59TH PLACE | COCONUT CREEK | FL | 330734141 | PC | NEXT STEPS | $150,000 | |
| SOUTH FLORIDA INSTITUTE ON AGING INC | |||||||
| 2038 N DIXIE HWY SUITE 201 BUILDING | FORT LAUDERDALE | FL | 33305 | PC | SOFIA CARES | $100,000 | B |
| SOUTH FLORIDA INSTITUTE ON AGING INC | |||||||
| 2038 N DIXIE HWY SUITE 201 BUILDING | FORT LAUDERDALE | FL | 33305 | PC | SOFIA TECH SERVICES | $75,000 | B |
| SOUTH FLORIDA SYMPHONY ORCHESTRA INC | |||||||
| 2201 WILTON DRIVE SUITE 12 | WILTON MANORS | FL | 33305 | PC | SYMPHONY IN THE SCHOOLS 2020 / 2022 | $250,000 | |
| SPECIAL OLYMPICS CONNECTICUT INC | |||||||
| 2666 STATE STREET SUITE 1 | HAMDEN | CT | 065172232 | PC | HEALTHY COMMUNITIES | $50,000 | |
| SPECIAL OLYMPICS FLORIDA INC | |||||||
| 1915 DON WICKHAM DRIVE | CLERMONT | FL | 347111915 | PC | PROGRAM SUPPORT - SPECIAL OLYMPICS FLORIDA | $250,000 | |
| SUITS FOR SENIORS INC | |||||||
| 5762 OKEECHOBEE BOULEVARD | WEST PALM BEACH | FL | 33417 | PC | DIRECTOR OF PROGRAMS - NEW HIRE | $30,000 | |
| SUNDARI FOUNDATION INC | |||||||
| 217 NW 15TH STREET | MIAMI | FL | 33136 | PC | LOTUS EDUCATION/EMPLOYMENT PROGRAMS | $241,689 | |
| THE ARC OF THE GLADES INC | |||||||
| 4250 NW 16TH STREET | BELLE GLADE | FL | 334305962 | PC | CAPITAL PROJECT - CEILING GRID/TILE REPLACEMENT | $25,000 | |
| THE CHILDRENS PLACE AT HOME SAFE INC | |||||||
| 2840 SIXTH AVENUE SOUTH | LAKE WORTH | FL | 33461 | PC | ENHANCEMENTS TO AND CAPACITY BUILDING FOR HOMESAFES THERAPEUTIC RESIDENTIAL PROGRAM | $171,393 | |
| THE EDUCATION FUND INC | |||||||
| 6713 MAIN STREET SUITE 240 | MIAMI LAKES | FL | 330148009 | PC | THE EDUCATION FUND OCEAN BANK CENTER; EQUITABLE ACCESS TO LEARNING TOOLS AND SUPPLIES INITIATIVE | $80,000 | |
| THE EDUCATION FUND INC | |||||||
| 6713 MAIN STREET SUITE 240 | MIAMI LAKES | FL | 330148009 | PC | FOOD FORESTS FOR SCHOOLS | $300,000 | |
| THE FRUITFUL FIELD INC | |||||||
| 100 NE 44TH STREET | POMPANO BEACH | FL | 330643499 | PC | GROWCITY YOUTH INTERNSHIP PROGRAM | $47,379 | |
| THE MIAMI FOUNDATION INC | |||||||
| 40 NW 3RD STREET SUITE 305 | MIAMI | FL | 33128 | PC | COLLEGE ASSISTANCE PROGRAM, INC. | $255,000 | |
| THE MIAMI FOUNDATION INC | |||||||
| 40 NW 3RD STREET SUITE 305 | MIAMI | FL | 33128 | PC | COMMUNITY GRANTS 2021 | $1,000,000 | |
| THE MIAMI FOUNDATION INC | |||||||
| 40 NW 3RD STREET SUITE 305 | MIAMI | FL | 33128 | PC | 2021 HELP THE HELPERS INITIATIVE | $150,000 | |
| THE PALM BEACH COUNTY LITERACY COALITION INC | |||||||
| 3651 QUANTUM BOULEVARD | BOYNTON BEACH | FL | 33426 | PC | FAMILY LITERACY | $115,000 | |
| THE PALM BEACH COUNTY LITERACY COALITION INC | |||||||
| 3651 QUANTUM BOULEVARD | BOYNTON BEACH | FL | 33426 | PC | BOOKS FOR FAMILY LITERACY PROGRAM AND BUILDING BETTER READERS PROGRAM | $25,000 | |
| THE PALM BEACH STATE COLLEGE FDN INC | |||||||
| 4200 CONGRESS AVENUE MS 20 | LAKE WORTH | FL | 33461 | PC | PALM BEACH STATE WELDING TECHNOLOGY | $264,000 | |
| THE PALM BEACH STATE COLLEGE FDN INC | |||||||
| 4200 CONGRESS AVENUE MS 20 | LAKE WORTH | FL | 33461 | PC | PALM BEACH STATE PHYSICAL THERAPY ASSIST PROGRAM | $491,500 | |
| THE PALM BEACH SYMPHONY SOCIETY INC | |||||||
| 400 HIBISCUS STREET SUITE 100 | WEST PALM BEACH | FL | 33401 | PC | ONE SMALL STEP PROJECT, DIRECT STUDENT PROGRAMS, AND INSTRUMENT DONATION PROGRAM | $124,100 | |
| UNITED WAY OF BROWARD COUNTY | |||||||
| 1300 S ANDREWS AVENUE | FORT LAUDERDALE | FL | 33316 | PC | MENTAL HEALTH FIRST AID AND COMMUNITY TRAININGS | $100,000 | |
| UNITED WAY OF BROWARD COUNTY | |||||||
| 1300 S ANDREWS AVENUE | FORT LAUDERDALE | FL | 33316 | PC | 2021 HELP THE HELPERS INITIATIVE | $150,000 | |
| UNITED WAY OF PALM BEACH COUNTY INC | |||||||
| 477 SOUTH ROSEMARY AVENUE SUITE 230 | WEST PALM BEACH | FL | 33401 | PC | HELP THE HELPERS INITIATIVE | $75,000 | |
| UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED | |||||||
| 2390 ALUMNI DRIVE UNIT 3206 | STORRS | CT | 062693206 | PC | UCONN SCHOOL OF NURSING | $108,046 | |
| UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED | |||||||
| 2390 ALUMNI DRIVE UNIT 3206 | STORRS | CT | 062693206 | PC | CONNECTICUT COMMITMENT SCHOLARSHIP PROGRAM | $420,000 | |
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||
| 1938 W UNIVERSITY AVENUE PO BOX | GAINESVILLE | FL | 32603 | PC | UNIVERSITY OF FLORIDA NURSING: MEETING CRITICAL WORKFORCE NEEDS 2020 | $73,500 | 14425 GAINESVILLE FL 32604 |
| URBAN LEAGUE OF PALM BEACH COUNTY INC | |||||||
| 1700 NORTH AUSTRALIAN AVENUE | WEST PALM BEACH | FL | 33414 | PC | STEM NOW | $118,606 | |
| URBAN YOUTH IMPACT INC | |||||||
| 2823 NORTH AUSTRALIAN AVENUE | WEST PALM BEACH | FL | 33407 | PC | THE LEADERSHIP ACADEMY | $150,000 | |
| VILLAGE OF HOPE PALM BEACH COUNTY INC | |||||||
| 3551 BURMA CIRCLE | LAKE PARK | FL | 33403 | PC | TRANSITIONAL INDEPENDENT LIVING PROGRAM | $100,000 | |
| VITA NOVA INC | |||||||
| 2724 N AUSTRALIAN AVENUE | WEST PALM BEACH | FL | 33407 | PC | THE SPOT - PATH TO EMPLOYMENT | $125,000 | |
| WAKEMAN MEMORIAL ASSOCIATION INC | |||||||
| 268 POST ROAD 2ND FLOOR ADMINISTRAT | FAIRFIELD | CT | 06824 | PC | WAKEMAN BOYS & GIRLS CLUB MADISON AVENUE CLUBHOUSE CAPITAL PROJECT | $1,000,000 | ON OFFICE |
| WAKEMAN MEMORIAL ASSOCIATION INC | |||||||
| 268 POST ROAD 2ND FLOOR ADMINISTRAT | FAIRFIELD | CT | 06824 | PC | SMILOW-BURROUGHS CLUBHOUSE - GENERAL OPERATING SUPPORT | $50,000 | ON OFFICE |
| WOMEN IN DISTRESS OF BROWARD COUNTY INC | |||||||
| PO BOX 50187 | LIGHTHOUSE POINT | FL | 33074 | PC | DOMESTIC VIOLENCE COMMUNITY SERVICES COORDINATION PROGRAM | $64,415 | |
| WOMEN OF TOMORROW MENTOR AND SCHOLARSHIP PROGRAM INC | |||||||
| 8400 NW 36TH STREET SUITE 450 | DORAL | FL | 331666606 | PC | WOT CAPACITY BUILDING | $2,500 | |
| WOMEN OF TOMORROW MENTOR AND SCHOLARSHIP PROGRAM INC | |||||||
| 8400 NW 36TH STREET SUITE 450 | DORAL | FL | 331666606 | PC | WOT SUMMITS AND JA FINANCIAL LITERACY | $96,251 | |
| YALE NEW HAVEN HOSPITAL | |||||||
| PO BOX 1849 | NEW HAVEN | CT | 06508 | PC | PODOLTSEV PROJECT (EO-MPN STUDY) | $821,000 | |
| YALE NEW HAVEN HOSPITAL | |||||||
| YALE NEW HAVEN HEALTH/ SMILOW | NEW HAVEN | CT | 065081849 | PC | TO ESTABLISH A CENTER FOR INNOVATION IN HEMATOLOGY RESEARCH | $1,454,565 | CANCER CENTER/ OFFICE OF DEVELOPMEN |
| YALE NEW HAVEN HOSPITAL | |||||||
| PO BOX 1849 | NEW HAVEN | CT | 06508 | PC | SMILOW ONCOLOGY NURSING FUND SUPPORT FOR EDUCATION AND PROFESSIONAL DEVELOPMENT | $225,000 | |
| YALE UNIVERSITY | |||||||
| 150 MUNSON STREET 25 SCIENCE PARK | NEW HAVEN | CT | 06511 | PC | EVOLUTIONS AFTERSCHOOL PROGRAM 2021-2023 | $92,274 | |
| YEAR UP INC | |||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | PC | TALENT HUB PROGRAM | $100,000 | |
| YOUNG AT ART OF BROWARD INC | |||||||
| 8000 W BROWARD BOULEVARD SUITE 208 | PLANTATION | FL | 33388 | PC | YAA ON-THE-GO MOBILE ART MUSEUM | $55,000 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA INC | |||||||
| 900 SE 3RD AVENUE SUITE 300 | FORT LAUDERDALE | FL | 333161118 | PC | SISTRUNK FOOD HUB | $370,000 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA INC | |||||||
| 900 SE 3RD AVENUE SUITE 300 | FORT LAUDERDALE | FL | 333161118 | PC | DEPARTMENT OF COMMUNITY HEALTH | $534,000 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA INC | |||||||
| 900 SE 3RD AVENUE SUITE 300 | FORT LAUDERDALE | FL | 333161118 | PC | MOBILE AQUATICS PROGRAM | $250,000 | |
| YWCA SOUTH FLORIDA INC | |||||||
| 351 NW 5TH STREET | MIAMI | FL | 33128 | PC | YWCA HER HEALTH | $100,625 | |
| COMMUNITY FOUNDATION OF BROWARD INC | |||||||
| 910 E LAS OLAS BOULEVARD SUITE 200 | FT LAUDERDALE | FL | 333012312 | PC | DELUCA CENTER FOR NONPROFIT EXCELLENCE | $1,500,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,623,631 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,192,829 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,236,316 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $96,610,676 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $109,039,821 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,039,821 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $66,659 | Amt |
| Net Investment Income | $33,330 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,330 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORANGE VOLUNTEER FIRE ASSOC INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 ORANGE CENTER RD | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-10-30 | GrantDt |
| Grant | $42,990 | GrantAmt |
| Purpose Of Grant | THE ORANGE FIRE DEPARTMENT WAS ESTABLISHED IN 1925 TO PROVIDE FIRE SUPPRESSION, RESCUE, PREVENTION, AND INSPECTIONS AS WELL AS HAZARDOUS MATERIALS RESPONSE TO THE TOWN OF ORANGE CONNECTICUT, AND ITS SURROUNDING COMMUNITIES. THE PURPOSE OF THE GRANT WAS TO FUND THE FIREFIGHTER SAFETY EQUIPMENT PROGRAM, INCLUDING THE PURCHASE OF SELF-CONTAINED BREATHING APPARATUS AND FACE MASKS THAT PROTECT FIREFIGHTERS IN THE LINE OF DUTY. | PurposeOfGrantTxt |
| Expended By Grantee | $42,990 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE KNOWLEDGE OF THE GRANTOR, THERE WAS NO DIVERSION OF FUNDS. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 7/1/2021 | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND FUNDS | BondNm |
| EOY Book Value | $111,995,188 | EOYBookValueAmt |
| EOYFMV | $110,359,691 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCK FUNDS | $251,843,762 | $293,649,751 |
| EXCHANGE TRADED FUNDS | $115,164,317 | $175,003,478 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $224,200,406 | BookValueAmt |
| EOYFMV | $261,946,319 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $114,579 | LegalFeesAmt |
| Net Investment Income | $57,290 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $57,290 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED INCOME (LOSS) | -$587,528 | $965,680 |
| DEPOSIT | $1,264 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $1,899,273 | $1,654,987 | $0 |
| MEALS & CONFERENCES EXPENSE | $3,687 | $0 | $3,687 |
| OFFICE EXPENSE | $8,078 | $0 | $8,078 |
| FEES & LICENSES | $185 | $0 | $185 |
| SUBSCRIPTIONS | $45,639 | $0 | $45,639 |
| INSURANCE | $2,285 | $0 | $2,285 |
| NONDEDUCTIBLE EXPENSES FROM PASSTHROUGH | $225 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| U.S. TRUST | $2,073 | $2,073 | $2,073 |
| KAYNE CLO K-1 | $906,749 | $906,749 | $906,749 |
| GREENOAKS CAPITAL OPPS FUND III K-1 | -$412 | -$412 | -$412 |
| KHOSLA VENTURES SEED E | $98 | $98 | $98 |
| KHOSLA VENTURES VII | $1,298 | $1,298 | $1,298 |
| GRAHAM GLOBAL INVESTMENT FUND I SPC | -$194,502 | -$194,502 | -$194,502 |
| TRUEBRIDGE DIRECT FUND | $16 | $16 | $16 |
| BROOKFIELD TECHNOLOGY PARTNERS II | $21,271 | $16,926 | $21,271 |
| RA CAPITAL NEXUS INTERNATIONAL | $500,000 | $500,000 | $500,000 |
| PSG V-A LP K-1 | -$275 | $0 | -$275 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Amt | $454,827 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO ROCKRIDGE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $146,086 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $5,129,154 | Amt |
| Net Investment Income | $4,289,667 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $839,487 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $291,762 | $291,762 | $0 |
| 2021 ESTIMATED EXCISE TAX PAYMENTS | $1,700,000 | $0 | $0 |
| 2020 EXCISE TAX EXTENSION PAYMENT | $300,000 | $0 | $0 |
| STATE TAXES | $101 | $101 | $0 |