THE FREDERICK A DELUCA FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE FREDERICK A DELUCA FOUNDATION INC (EIN 65-0755554)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202143159349100914
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T12:44:27-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 NO 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 | 2021-11-08 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $791,649,465 | 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 | $12,882,074 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,973,128 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,973,128 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,169,944 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $469,665,855 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,169,944 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $355,839 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $355,839 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $90,380,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $77,498,911 | TotalNetInvstIncmAmt |
| 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 | $49,611 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $24,805 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,805 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $74,121 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $37,061 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,061 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,403,871 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,785,545 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $618,326 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,233,734 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $268,734 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $745,627 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $703,696 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,207 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,506,964 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,819,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $682,399 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,719,511 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,719,511 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,226,475 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,819,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,401,910 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $61,154,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,679,070 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,659 | CashBOYAmt |
| Cash EOY | $1,670,695 | CashEOYAmt |
| Cash EOYFMV | $1,670,695 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $73,701,475 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,163,869 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,166,133 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,403,029 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,873,323 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,913,822 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $387,948,431 | CorporateStockBOYAmt |
| Corporate Stock EOY | $387,685,788 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $503,196,997 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $90,234,795 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $142,692,600 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $144,349,975 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $42,662,518 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $99,839,222 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $112,938,107 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $175,981 | OtherAssetsBOYAmt |
| Other Assets EOY | -$586,264 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$586,264 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $600,132,888 | TotalAssetsBOYAmt |
| Total Assets EOY | $661,339,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $791,649,465 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $145,811 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $93,976 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $93,976 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $145,811 | 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 | $598,085,817 | RetainedEarningBOYAmt |
| Retained Earning EOY | $659,240,327 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $600,038,912 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $661,193,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $600,132,888 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $661,339,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $600,038,912 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $61,154,510 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $661,193,422 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $661,193,422 | 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 | $150,020,214 | $151,044,083 | -$1,023,869 | -$1,023,869 | |
| PUBLICLY TRADED SECURITIES | $317,877,651 | $253,414,573 | $64,463,078 | $64,463,078 | |
| CAPITAL GAIN FROM PASSTHROUGH | $23,057 | $23,057 | $23,057 | P | |
| CAPITAL LOSS FROM PASSTHROUGH | $37,255 | -$37,255 | -$37,255 | P | |
| CAPITAL GAINS DIVIDENDS | $1,744,933 | $1,744,933 | $1,744,933 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,169,944 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,038,039 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,038,039 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,038,039 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,049,961 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $300,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,349,961 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $311,922 | OverpaymentAmt |
| Applied To ES Tax | $311,922 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 5.00 | $0 | $0 | $0 |
| JONATHAN DELUCA | ||||||||
| 500 EAST BROWARD BLVD STE 2300 | FORT LAUDERDALE | FL | 33394 | SECRETARY/TREASURER | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| US TRUST | |||||
| 114 WEST 47TH STREET NY8-114-07-07 | NEW YORK | NY | 100361510 | INVESTMENT MANAGEMENT | $864,289 |
| ROCKRIDGE CAPITAL HOLDINGS LLC | |||||
| 500 EAST BROWARD BLVD SUITE 2300 | FORT LAUDERDALE | FL | 33394 | PROFESSIONAL SERVICES | $580,082 |
| FORBES FAMILY TRUST | |||||
| 767 5TH AVE 6TH FLOOR | NEW YORK | NY | 10153 | INVESTMENT MANAGEMENT | $306,653 |
| ANDERSEN | |||||
| ONE NORTH CLEMATIS STREET SUITE 110 | WEST PALM BEACH | FL | 33401 | ACCOUNTING | $74,121 |
| 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 | $665,135,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,303,471 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $692,438,590 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $692,438,590 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,386,579 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $682,052,011 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,102,601 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,102,601 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,038,039 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,038,039 | TotalTaxAmt |
| Distributable Before Adj | $33,064,562 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,064,562 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,064,562 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,401,910 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,401,910 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $25,401,910 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,064,562 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,782,386 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,401,910 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,782,386 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,619,524 | 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 | $30,445,038 | 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 (148 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADOPT-A-FAMILY OF THE PALM BEACHES INC | |||||||
| 1712 SECOND AVENUE NORTH | LAKE WORTH | FL | 33460 | PC | JOB COACH PROGRAM | $65,400 | |
| ADRIENNE ARSHT CENTER TRUST INC | |||||||
| 1300 BISCAYNE BOULEVARD | MIAMI | FL | 331321608 | PC | ARSHT CENTER EDUCATION & WORKFORCE INITIATIVES | $500,000 | |
| ALL FLORIDA YOUTH ORCHESTRA | |||||||
| 1708 N 40TH AVENUE | HOLLYWOOD | FL | 33021 | PC | MUSIC STEPS (STUDENTS TRANSFORMED THROUGH EDUCATION AND PERFORMANCE SKILLS) | $201,230 | |
| ALL FLORIDA YOUTH ORCHESTRA | |||||||
| 1708 N 40TH AVENUE | HOLLYWOOD | FL | 33021 | PC | NO LIMITS PROGRAM | $46,241 | |
| AMERICAN CANCER SOCIETY INC | |||||||
| 250 WILLIAMS STREET 4TH FLOOR | ATLANTA | GA | 303031032 | PC | DIVERSITY RESEARCH INTERNSHIPS | $400,000 | |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 752315129 | PC | COVID-19 EMERGENCY RELIEF FOR HYPERTENSIVE PATIENTS | $189,000 | |
| ARC BROWARD INC | |||||||
| 10250 NW 53RD STREET | SUNRISE | FL | 33351 | PC | WORKFORCE DEVELOPMENT | $282,189 | |
| ASSOCIATION OF FUNDRAISING PROFESSIONALS | |||||||
| 5757 PINES BOULEVARD SUITE 243 | PEMBROKE PINES | FL | 33027 | PC | NATIONAL PHILANTHROPY DAY - PRESENTING SPONSORSHIP (2020) | $10,000 | |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 3450 LAKESIDE DRIVE SUITE 304 | MIRAMAR | FL | 33027 | PC | BEST BUDDIES SCHOOL TRANSITION PROGRAM | $75,000 | |
| BIG BROTHERS AND BIG SISTERS OF GREATER MIAMI | |||||||
| 550 NW 42ND AVENUE | MIAMI | FL | 33126 | PC | COMMUNITY-BASED MENTORING & MCOP | $200,000 | |
| BOCA HELPING HANDS INC | |||||||
| 1500 NW 1ST CT | BOCA RATON | FL | 33432 | PC | BHH JOB TRAINING PROGRAM | $150,000 | |
| BOYS AND GIRLS CLUB OF MILFORD INCORPORATED | |||||||
| PO BOX 2294 | MILFORD | CT | 06460 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| BOYS AND GIRLS CLUBS OF BROWARD COUNTY | |||||||
| 877 NW 61ST STREET | FORT LAUDERDALE | FL | 333092022 | PC | ART WITH A HEART (PLUS WISHLIST) | $291,929 | |
| BOYS AND GIRLS CLUBS OF BROWARD COUNTY | |||||||
| 877 NW 61ST STREET | FORT LAUDERDALE | FL | 333092022 | PC | LEARNING PODS FOR REMOTE EDUCATION DURING THE COVID-19 PANDEMIC | $129,000 | |
| BOYS AND GIRLS CLUBS OF BROWARD COUNTY | |||||||
| 877 NW 61ST STREET | FORT LAUDERDALE | FL | 333092022 | PC | COLLEGE & CAREER READINESS | $200,000 | |
| BOYS AND GIRLS CLUBS OF MIAMI-DADE INC | |||||||
| PO BOX 330219 | MIAMI | FL | 332330219 | PC | LEARNING PODS FOR REMOTE EDUCATION DURING THE COVID-19 PANDEMIC | $56,000 | |
| BOYS AND GIRLS CLUBS OF MIAMI-DADE INC | |||||||
| PO BOX 330219 | MIAMI | FL | 332330219 | PC | PROJECT LEARN & GREAT FUTURES FOR TEENS | $50,000 | |
| BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY INC | |||||||
| 800 NORTHPOINT PARKWAY SUITE 204 | WEST PALM BEACH | FL | 334071978 | PC | CAREER BOUND | $698,686 | |
| BRIDGEPORT PUBLIC EDUCATION FUND INC | |||||||
| 446 UNIVERSITY AVENUE | BRIDGEPORT | CT | 066045627 | 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 | $535,000 | |
| BROWARD EDUCATION FOUNDATION INC | |||||||
| 600 SE 3RD AVENUE 1ST FLORIDA | FORT LAUDERDALE | FL | 333013125 | PC | TURNAROUND ARTS/PERFORMING AND VISUAL ARTS PROGRAMS | $101,049 | |
| BROWARD EDUCATION FOUNDATION INC | |||||||
| 600 SE 3RD AVENUE 1ST FLORIDA | FORT LAUDERDALE | FL | 333013125 | PC | SCHOOL SUPPLIES | $50,000 | |
| BROWARD PARTNERSHIP FOR THE HOMELESS INC | |||||||
| 920 NW 7TH AVENUE | FORT LAUDERDALE | FL | 33311 | PC | COVID19 COLLABORATIVE TESTING AND HEALTH CARE OUTREACH FOR PEOPLE EXPERIENCING HOMELESSNESS IN BROWARD COUNTY | $240,043 | |
| 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 CREATIVE EDUCATION | |||||||
| 425 24TH STREET | WEST PALM BEACH | FL | 33407 | PC | THE NORTHWOOD ACADEMY | $125,000 | |
| CHILDRENS CASE MANAGEMENT ORGANIZATION INC | |||||||
| 3333 FOREST HILL BOULEVARD 2ND | WEST PALM BEACH | FL | 33406 | PC | KIN SUPPORT PROJECT | $82,931 | FLOOR |
| CHILDRENS CASE MANAGEMENT ORGANIZATION INC | |||||||
| 3333 FOREST HILL BOULEVARD 2ND | WEST PALM BEACH | FL | 33406 | PC | INFANT MENTAL HEALTH PROGRAM | $81,659 | FLOOR |
| CHILDRENS HARBOR INC | |||||||
| 19425 SW 58TH MANOR | PEMBROKE PINES | FL | 33332 | PC | BROWN'S HARBOR SUCCESS TEAM | $94,739 | |
| CHILDREN'S SERVICES COUNCIL OF BROWARD COUNTY | |||||||
| 6600 W COMMERCIAL BOULEVARD | FORT LAUDERDALE | FL | 33319 | GOV | YOUTH FORCE PROGRAM EXPANSION | $848,167 | |
| COLLEGE FOR KIDS INC | |||||||
| 1896 PALM BEACH LAKES BOULEVARD | WEST PALM BEACH | FL | 33409 | PC | SCHOLARSHIP PURCHASE | $175,000 | 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 AND MARTIN COUNTIES INC | |||||||
| 700 S DIXIE HWY 200 | WEST PALM BEACH | FL | 33401 | PC | 2020 COVID-19 RESPONSE FUND | $150,000 | |
| COMMUNITY FOUNDATION OF BROWARD INC | |||||||
| 910 E LAS OLAS BOULEVARD SUITE 200 | FT LAUDERDALE | FL | 333012312 | PC | DIGNITY IN AGING COLLABORATIVE | $87,700 | |
| COMMUNITY HEALTH CENTER OF WEST PALM BEACH INC | |||||||
| 2100 W 45TH STREET SUITE A-8/9 | WEST PALM BEACH | FL | 33407 | PC | ARNP FOR THE COVID-19 TELEHEALTH CLINIC | $90,000 | |
| CONNECTICUT ASSOCIATION FOR THE PERFORMING ARTS | |||||||
| 247 COLLEGE STREET | NEW HAVEN | CT | 065102405 | PC | ARTS EDUCATION PROGRAM | $50,000 | |
| CONNECTICUT FOOD BANK INC | |||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | PC | MOBILE FOOD PANTRY | $50,000 | |
| CONNECTICUT PLAYERS FOUNDATION INC | |||||||
| 222 SARGENT DRIVE | NEW HAVEN | CT | 065115919 | PC | ARTS EDUCATION AND OUTREACH FOR YOUTH | $50,000 | |
| CROCKETT FOUNDATION INC | |||||||
| 401 SW 1ST AVENUE SUITE 102 | FORT LAUDERDALE | FL | 33301 | PC | CODE EXPLORERS | $160,000 | |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 3201 W COMMERCIAL BOULEVARD SUITE | FORT LAUDERDALE | FL | 33309 | PC | STATE OF THE ART CARE OF PEDIATRIC AND ADULT PATIENTS WITH CYSTIC FIBROSIS IN SOUTH FLORIDA | $25,000 | 237 |
| DR STANLEY AND PEARL GOODMAN JFS OF BROWARD COUNTY INC | |||||||
| 5890 S PINE ISLAND ROAD SUITE 201 | DAVIE | FL | 33328 | PC | BEHAVIORAL HEALTH FOR SENIORS | $57,893 | |
| DR STANLEY AND PEARL GOODMAN JFS OF BROWARD COUNTY INC | |||||||
| 5890 S PINE ISLAND ROAD SUITE 201 | DAVIE | FL | 33328 | PC | BOOST - BUILDING ON OUR STRENGTHS TOGETHER: SOCIAL SKILLS TRAINING FOR THE WORKFORCE | $75,000 | |
| EDUCATE TOMORROW CORP | |||||||
| 1717 NORTH BAYSHORE DRIVE SUITE 203 | MIAMI | FL | 33132 | PC | EDUCATE TOMORROW SCHOLARS | $153,000 | |
| EDUCATION FOUNDATION OF PALM BEACH COUNTY INC | |||||||
| 505 S CONGRESS AVENUE | BOYNTON BEACH | FL | 33426 | PC | CONNECTING KIDS IN THE COMMUNITY: THROUGH DIGITAL INCLUSION | $100,000 | |
| EDUCATION FOUNDATION OF PALM BEACH COUNTY INC | |||||||
| 505 S CONGRESS AVENUE | BOYNTON BEACH | FL | 33426 | PC | SANTALUCES COMMUNITY HIGH SCHOOL CYBER SECURITY ACADEMY | $270,734 | |
| EDUCATION FOUNDATION OF PALM BEACH COUNTY INC | |||||||
| 505 S CONGRESS AVENUE | BOYNTON BEACH | FL | 33426 | PC | EDUCATION FOUNDATION OF PALM BEACH COUNTY'S RED APPLE SUPPLIES ONLINE AND ON THE MOVE! & GOTEACH! CLASSROOM GRANT PROGRAM EXPANSION | $100,000 | |
| EDUCATION FOUNDATION OF PALM BEACH COUNTY INC | |||||||
| 505 S CONGRESS AVENUE | BOYNTON BEACH | FL | 33426 | PC | KITS FOR KIDS & HYGIENE PACKS | $10,000 | |
| ENFAMILIA INC | |||||||
| 16090 SW 293 DR | HOMESTEAD | FL | 33033 | PC | PATH TO SUCCESS AFTER SCHOOL PROGRAM | $100,000 | |
| FAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC | |||||||
| 40 RICHARDS AVENUE | NORWALK | CT | 068542319 | PC | FREDERICK A. DELUCA FOUNDATION SCHOLARSHIPS | $448,000 | |
| FOR THE CHILDREN INC | |||||||
| 1718 SOUTH DOUGLAS STREET | LAKE WORTH BEACH | FL | 33460 | PC | TEEN ZONE | $62,896 | |
| FORT LAUDERDALE INDEPENDENCE TRAINING & EDUCATION CENTER INC | |||||||
| 5201 NW 33RD AVENUE | FORT LAUDERDALE | FL | 333091116 | PC | COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) | $50,000 | |
| FORT LAUDERDALE INDEPENDENCE TRAINING & EDUCATION CENTER INC | |||||||
| 5201 NW 33RD AVENUE | FORT LAUDERDALE | FL | 333091116 | PC | TIL EMERGENCY LANDING SPACE | $300,000 | |
| FRIENDSHIP CIRCLE OF NORTH BROWARD AND SOUTH PALM BEACH INC | |||||||
| 7170 LOXAHATCHEE ROAD | PARKLAND | FL | 33067 | PC | FRIENDSHIP BAKERY | $50,000 | |
| GATEWAY COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 20 CHURCH STREET | NEW HAVEN | CT | 065103304 | PC | VOCATIONAL SCHOLARSHIPS | $100,000 | |
| GENESIS COMMUNITY HEALTH INC | |||||||
| 2623 S SEACREST BLVD SUITE 65 | BOYNTON BEACH | FL | 33435 | PC | HEALTHY OUTCOMES PROGRAM | $62,427 | |
| GULFSTREAM GOODWILL INDUSTRIES INC | |||||||
| 1715 TIFFANY DRIVE EAST | WEST PALM BEACH | FL | 33407 | PC | MY SKILLS MICROENTERPRISE TRAINING AND EMPLOYMENT PROGRAM | $124,990 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 6758 N MILITARY TRAIL SUITE 301 | RIVIERA BEACH | FL | 33407 | PC | AGING-IN-PLACE REPAIRS | $160,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 3564 N OCEAN BOULEVARD | FT LAUDERDALE | FL | 333086752 | PC | OPENING DOORS TO HEALTHY FUTURES: HOMEOWNERSHIP FOR LOW INCOME FAMILIES | $500,000 | |
| HABITAT FOR HUMANITY OF GREATER MIAMI INC | |||||||
| 3800 NW 22 AVENUE | MIAMI | FL | 33142 | PC | MIAMI HABITAT HOMES 2020-2021 | $225,000 | |
| HEALTH IN THE HOOD INC | |||||||
| 2020 N BAYSHORE DRIVE 4102 | MIAMI | FL | 33137 | PC | HEALTH IN THE HOOD COMMUNITY VEGETABLE GARDEN EXPANSION PROGRAM | $50,000 | |
| HELPING ABUSED NEGLECTED DISADVANTAGED YOUTH-HANDY-INC | |||||||
| 501 NE 8TH STREET | FORT LAUDERDALE | FL | 333042728 | PC | RESUME 4 LIFE | $188,483 | |
| HELPING ABUSED NEGLECTED DISADVANTAGED YOUTH-HANDY-INC | |||||||
| 501 NE 8TH STREET | FORT LAUDERDALE | FL | 333042728 | PC | COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) | $50,000 | |
| HISPANIC UNITY OF FLORIDA INC | |||||||
| 5840 JOHNSON STREET | HOLLYWOOD | FL | 330215636 | PC | LEAP HIGH COLLEGE AND CAREER READINESS PROGRAM | $158,416 | |
| HISPANIC UNITY OF FLORIDA INC | |||||||
| 5840 JOHNSON STREET | HOLLYWOOD | FL | 330215636 | PC | COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) | $100,000 | |
| HOLLYWOOD ART AND CULTURE CENTER INC | |||||||
| 1650 HARRISON STREET | HOLLYWOOD | FL | 330206806 | PC | ARTS EDUCATION ACCESS | $58,500 | |
| HOLLYWOOD ART AND CULTURE CENTER INC | |||||||
| 1650 HARRISON STREET | HOLLYWOOD | FL | 330206806 | PC | LEARNING PODS FOR REMOTE EDUCATION DURING THE COVID-19 PANDEMIC | $9,000 | |
| HOUSATONIC COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 900 LAFAYETTE BOULEVARD | BRIDGEPORT | CT | 066044704 | PC | VOCATIONAL SCHOLARSHIPS | $100,000 | |
| JACK AND JILL CHILDREN'S CENTER INC | |||||||
| 1315 WEST BROWARD BOULEVARD | FORT LAUDERDALE | FL | 33312 | PC | LEARNING PODS FOR REMOTE EDUCATION DURING THE COVID-19 PANDEMIC | $32,000 | |
| JACK AND JILL CHILDREN'S CENTER INC | |||||||
| 1315 WEST BROWARD BOULEVARD | FORT LAUDERDALE | FL | 33312 | PC | CAPITAL CAMPAIGN FOR THE MADELAINE HALMOS ACADEMY | $250,000 | |
| JOE DIMAGGIO CHILDRENS HOSPITAL FOUNDATION INC | |||||||
| 3329 JOHNSON STREET | HOLLYWOOD | FL | 33021 | PC | MEMORIAL ALLIES (ADULTS LIVING LIFE INDEPENDENT, EDUCATED, & SAFE) | $117,594 | |
| JUNIOR ACHIEVEMENT OF GREATER MIAMI | |||||||
| 301 71ST STREET 2ND FLOOR | MIAMI BEACH | FL | 331413013 | PC | JA INSPIRE | $156,125 | |
| JUNIOR ACHIEVEMENT OF SOUTH FLORIDA | |||||||
| 1130 COCONUT CREEK BOULEVARD | COCONUT CREEK | FL | 330661647 | PC | LEARNING PODS FOR REMOTE EDUCATION DURING THE COVID-19 PANDEMIC | $100,000 | |
| JUNIOR ACHIEVEMENT OF SOUTH FLORIDA | |||||||
| 1130 COCONUT CREEK BOULEVARD | COCONUT CREEK | FL | 330661647 | PC | JA CAREER BOUND, JOB SHADOW & INTERNSHIP PROGRAM | $373,424 | |
| JUNIOR ACHIEVEMENT OF GREATER FAIRFIELD COUNTY | |||||||
| 835 MAIN STREET | BRIDGEPORT | CT | 066044900 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| KIDS IN DISTRESS INC | |||||||
| 819 NE 26 STREET | FORT LAUDERDALE | FL | 33305 | PC | HIPPY | $170,742 | |
| KRISTI HOUSE INC | |||||||
| 1265 NW 12 AVENUE | MIAMI | FL | 33136 | PC | KEEPING CHILDREN SAFE FROM ABUSE | $229,979 | |
| 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 & WOMEN OF ACHIEVEMENT SCHOLARSHIP | $210,000 | |
| MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED | |||||||
| 637 PARK AVENUE | BRIDGEPORT | CT | 066044611 | PC | SUCCESSION PLAN AND HIRING OF AN OPERATIONS MANAGER | $80,000 | |
| MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED | |||||||
| 637 PARK AVENUE | BRIDGEPORT | CT | 066044611 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| 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 | |
| MUSEUM OF DISCOVERY AND SCIENCE INC | |||||||
| 401 SW 2ND STREET | FORT LAUDERDALE | FL | 33312 | PC | STEMOBILE | $180,000 | |
| NATIONAL ITALIAN AMERICAN FOUNDATION INC | |||||||
| AMB PETER F SECCHIA BUILDING 1860 | WASHINGTON | DC | 20009 | PC | GENERAL OPERATING EXPENSES/SCHOLARSHIPS | $25,000 | 19TH STREET NW |
| NORTHWEST CONNECTICUT ASSOCIATION FOR THE ARTS INC | |||||||
| 68 MAIN STREET | TORRINGTON | CT | 06790 | PC | SUMMER PROGRAM | $25,000 | |
| NORWALK COMMUNITY COLLEGE FOUNDATION | |||||||
| 188 RICHARDS AVENUE ROOM E311 | NORWALK | CT | 068541634 | PC | VOCATIONAL SCHOLARSHIPS | $100,000 | |
| NU DECO ENSEMBLE INC | |||||||
| 2100 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | PC | NU DECO IMAGINATION CONCERTS | $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 | $10,000 | |
| ORANGE VOLUNTEER FIRE ASSOC INC | |||||||
| 625 ORANGE CENTER ROAD | ORANGE | CT | 06477 | NC | FIREFIGHTER SAFETY EQUIPMENT | $42,990 | |
| OVERTOWN YOUTH CENTER INC | |||||||
| 450 NW 14TH STREET | MIAMI | FL | 33136 | PC | OYC INSPIRE, ENRICH, EMPLOY (IE2) | $280,000 | |
| PACE CENTER FOR GIRLS INC | |||||||
| 1640 S CONGRESS AVE | PALM SPRINGS | FL | 334612125 | PC | SPIRITED GIRLS: BRIDGING THE GAP FROM SCHOOL TO SUCCESS | $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 | $66,592 | |
| 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 |
| PROJECT LIFT INC | |||||||
| 1330 SW 34TH STREET 1140 NE 18TH | PALM CITY | FL | 34990 | PC | COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) | $25,000 | STREET BELLE GLADE FL 33430 |
| REYNA GROUP HOMES FOUNDATION INC | |||||||
| 5201 NW 33RD AVENUE | FORT LAUDERDALE | FL | 33309 | PC | REACHING EXTRAORDINARY YOUTH & NURTURING ACHIEVMENTS (REYNA) CHILDREN'S PROGRAM | $10,000 | |
| SCHOLARSHIP AMERICA INC | |||||||
| ONE SCHOLARSHIP WAY | ST PETER | MN | 56082 | PC | SUBWAY FRESH START SCHOLARSHIP PROGRAM | $670,200 | |
| SOS CHILDRENS VILLAGES FLORIDA INC | |||||||
| 3681 NW 59TH PLACE | COCONUT CREEK | FL | 330734141 | PC | COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) | $10,000 | |
| SOS CHILDRENS VILLAGES FLORIDA INC | |||||||
| 3681 NW 59TH PLACE | COCONUT CREEK | FL | 330734141 | PC | NEXT STEPS | $150,000 | |
| SOUTH FLORIDA CHAMBER ENSEMBLE INC | |||||||
| 6011 NW 68TH STREET | PARKLAND | FL | 33067 | PC | QUATRO | $25,000 | |
| SOUTH FLORIDA INSTITUTE ON AGING INC | |||||||
| 2038 N DIXIE HWY SUITE 201 BUILDING | FORT LAUDERDALE | FL | 33305 | PC | SOFIA FELLOWS | $75,000 | 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 INSTITUTE ON AGING INC | |||||||
| 2038 N DIXIE HWY SUITE 201 BUILDING | FORT LAUDERDALE | FL | 33305 | PC | SOFIA CARES | $100,000 | B |
| SOUTH FLORIDA PBS INC | |||||||
| 14901 NE 20TH AVE | NORTH MIAMI | FL | 33181 | PC | KIDVISION MUSIC TIME - FOCUS ON DANCE! | $25,000 | |
| 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 | |
| STUDENT ACES INC | |||||||
| 7750 ARBOR CREST WAY | PALM BEACH GARDENS | FL | 33412 | PC | SPARK PROGRAM AT THE SAC | $25,000 | |
| SUNDARI FOUNDATION INC | |||||||
| 217 NW 15TH STREET | MIAMI | FL | 33136 | PC | LOTUS EDUCATION/EMPLOYMENT PROGRAMS | $171,103 | |
| THE ARC OF PALM BEACH COUNTY INC | |||||||
| 1201 AUSTRALIAN AVENUE | RIVIERA BEACH | FL | 33404 | PC | WORKFORCE DEVELOPMENT AND COLLECTIVE EMPLOYMENT FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES | $99,649 | |
| THE EDUCATION FUND INC | |||||||
| 6713 MAIN STREET SUITE 240 | MIAMI LAKES | FL | 330148009 | PC | SCHOOL SUPPLIES & ESSENTIAL SUPPLIES | $63,000 | |
| 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 | $25,000 | |
| THE FRUITFUL FIELD INC | |||||||
| 100 NE 44TH STREET | POMPANO BEACH | FL | 330643499 | PC | GROWCITY YOUTH INTERNSHIP PROGRAM | $34,155 | |
| THE MIAMI FOUNDATION INC | |||||||
| 40 NW 3RD STREET SUITE 305 | MIAMI | FL | 33128 | PC | MIAMI-DADE YOUTH & CULTURE NONPROFIT CAPACITY-BUILDING INITIATIVE | $200,000 | |
| THE MIAMI FOUNDATION INC | |||||||
| 40 NW 3RD STREET SUITE 305 | MIAMI | FL | 33128 | PC | MIAMI-DADE PUBLIC SCHOOL PRINCIPALS DISCRETIONARY FUNDS | $75,000 | |
| THE PALM BEACH STATE COLLEGE FDN INC | |||||||
| 4200 CONGRESS AVENUE MS 20 | LAKE WORTH | FL | 33461 | PC | EXCELLENCE IN MEDICAL SIMULATION | $500,000 | |
| THE PALM BEACH SYMPHONY SOCIETY INC | |||||||
| 400 HIBISCUS STREET SUITE 100 | WEST PALM BEACH | FL | 33401 | PC | 1. OSS CHILDREN'S CONCERTS, 2. IN-SCHOOL CONCERTS, 3. INSTRUMENT DONATION | $148,200 | |
| UNITED WAY OF BROWARD COUNTY | |||||||
| 1300 S ANDREWS AVENUE | FORT LAUDERDALE | FL | 33316 | PC | 2020 COVID-19 RESPONSE FUND | $150,000 | |
| UNITED WAY OF BROWARD COUNTY | |||||||
| 1300 S ANDREWS AVENUE | FORT LAUDERDALE | FL | 33316 | PC | COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, FOOD, TOYS AND BOOKS FOR CHILDREN) | $200,000 | |
| UNITED WAY OF MIAMI-DADE INC | |||||||
| 3250 SOUTHWEST THIRD AVENUE | MIAMI | FL | 331292712 | PC | EDEN PLACE | $50,000 | |
| UNITED WAY OF MIAMI-DADE INC | |||||||
| 3250 SOUTHWEST THIRD AVENUE | MIAMI | FL | 331292712 | PC | 2020 COVID-19 RESPONSE FUND | $150,000 | |
| UNITED WAY OF MIAMI-DADE INC | |||||||
| 3250 SOUTHWEST THIRD AVENUE | MIAMI | FL | 331292712 | PC | COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) | $100,000 | |
| UNITED WAY OF MIAMI-DADE INC | |||||||
| 3250 SOUTHWEST THIRD AVENUE | MIAMI | FL | 331292712 | PC | GOLDEN WISHES | $20,000 | |
| UNITED WAY OF PALM BEACH COUNTY INC | |||||||
| 477 SOUTH ROSEMARY AVENUE SUITE 230 | WEST PALM BEACH | FL | 33401 | PC | NUTRITION EXPANSION PROGRAM/HEALTHY MEALS OUT OF SCHOOL PALM BEACH COUNTY | $141,247 | |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 SOUTH ELLIS AVENUE | CHICAGO | IL | 606375418 | PC | TMW CENTER FOR EARLY LEARNING + PUBLIC HEALTH: COMMUNITY-WIDE DEMONSTRATION PROJECT | $373,218 | |
| UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED | |||||||
| 2390 ALUMNI DRIVE UNIT 3206 | STORRS | CT | 062693206 | PC | UCONN SCHOOL OF NURSING | $128,511 | |
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||
| 1938 W UNIVERSITY AVENUE PO BOX | GAINESVILLE | FL | 32604 | PC | UNIVERSITY OF FLORIDA NURSING: MEETING CRITICAL WORKFORCE NEEDS 2020 | $711,600 | 14425 |
| URBAN LEAGUE OF BROWARD COUNTY INCORPORATED | |||||||
| 560 NW 27TH AVENUE | FORT LAUDERDALE | FL | 333118654 | PC | COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) | $50,000 | |
| URBAN LEAGUE OF BROWARD COUNTY INCORPORATED | |||||||
| 560 NW 27TH AVENUE | FORT LAUDERDALE | FL | 333118654 | PC | LIVING WELL 2020 | $100,620 | |
| URBAN LEAGUE OF PALM BEACH COUNTY INC | |||||||
| 1700 NORTH AUSTRALIAN AVENUE | WEST PALM BEACH | FL | 33414 | PC | STEM NOW | $128,786 | |
| URBAN YOUTH IMPACT INC | |||||||
| 2823 NORTH AUSTRALIAN AVENUE | WEST PALM BEACH | FL | 33407 | PC | TLA CURRENT PROGRAM AND EXPANSION | $200,000 | |
| 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 | COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) | $10,000 | |
| 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 | 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 | $64,605 | |
| YALE NEW HAVEN HOSPITAL | |||||||
| YALE NEW HAVEN HEALTH/ SMILOW | NEW HAVEN | CT | 065081849 | PC | TO ESTABLISH A CENTER FOR INNOVATION IN HEMATOLOGY RESEARCH | $1,443,516 | 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 | $205,000 | |
| YALE UNIVERSITY (PEABODY) | |||||||
| 170 WHITNEY AVENUE | NEW HAVEN | CT | 06511 | PC | YALE PEABODY MUSEUM'S EVOLUTIONS AFTERSCHOOL PROGRAM 2020 - 2021 | $100,000 | |
| YOUNG AT ART OF BROWARD INC | |||||||
| 8000 W BROWARD BLVD SUITE 208 | PLANTATION | FL | 33388 | PC | YAA ON THE GO | $81,728 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA INC | |||||||
| 900 SE 3RD AVENUE SUITE 300 | FORT LAUDERDALE | FL | 333161118 | PC | COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, FOOD, AND LONG-TERM RECOVERY) | $100,000 | |
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,719,511 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,973,128 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355,839 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,169,944 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $77,498,911 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,498,911 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ELISABETH C DELUCA | |||||||
| 1 | 500 EAST BROWARD BLVD STE 2300 | FORT LAUDERDALE | FL | 33394 | $10,605,555 | Yes (X) | Yes (X) |
| FREDERICK A DELUCA 2011 GRANTOR CHARITABLE LEAD ANNUITY TRUS | |||||||
| 2 | C/O CUMMINGS LOCKWOOD PO BOX 120 | STAMFORD | CT | 069040120 | $555,574 | Yes (X) | |
| FREDERICK A DELUCA 2010 GRANTOR CHA | |||||||
| 3 | C/O CUMMINGS LOCKWOOD PO BOX 120 | STAMFORD | CT | 069040120 | $162,674 | Yes (X) | |
| FREDERICK A DELUCA 2012 GRANTOR CHA | |||||||
| 4 | C/O CUMMINGS LOCKWOOD PO BOX 120 | STAMFORD | CT | 069040120 | $1,558,271 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 17,797 SHARES PD | $443,501 | 2002-01-14 |
| 1 | 52,900 SHARES AAPL | $16,540,772 | 2020-01-15 |
| 1 | 150 SHARES AAPL | $48,005 | 2020-02-10 |
| 1 | 61,076 SHARES WORK | $1,832,891 | 2020-08-06 |
| 1 | 148,955 SHARES PTON | $10,607,086 | 2020-08-06 |
| 1 | 21,717 SHARES PINS | $779,206 | 2020-08-06 |
| 1 | 1,454 SHARES FB | $362,220 | 2020-08-06 |
| 1 | 11,544 SHARES LYFT | $356,594 | 2020-08-06 |
| 1 | 42,712 SHARES PD | $1,402,662 | 2020-08-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $74,121 | Amt |
| Net Investment Income | $37,061 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,061 | 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 | $0 | 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 (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOND FUNDS | $67,902,448 | $67,599,423 |
| CORPORATE BONDS | $71,978,036 | $73,938,436 |
| SHORT-TERM FUNDS | $2,812,116 | $2,812,116 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCK FUNDS | $142,902,192 | $177,524,116 |
| EXCHANGE TRADED FUNDS | $65,047,777 | $78,585,339 |
| CORPORATE STOCK | $179,735,819 | $247,087,542 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,873,323 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,913,822 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
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 | $99,839,222 | BookValueAmt |
| EOYFMV | $112,938,107 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $49,611 | LegalFeesAmt |
| Net Investment Income | $24,805 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,805 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME (LOSS) | $175,981 | -$587,528 | -$587,528 |
| DEPOSIT | $1,264 | $1,264 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $743,420 | $703,696 | $0 |
| INSURANCE | $2,207 | $0 | $2,207 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| U.S. TRUST | $455 | $455 | $455 |
| KAYNE CLO K-1 | $351,928 | $351,928 | $351,928 |
| GREENOAKS CAPITAL OPPS FUND III K-1 | $3,456 | $3,456 | $3,456 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,403,871 | Amt |
| Net Investment Income | $1,785,545 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $618,326 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $268,718 | $268,718 | $0 |
| 2020 ESTIMATED EXCISE TAX PAYMENTS | $865,000 | $0 | $0 |
| 2019 EXCISE TAX EXTENSION PAYMENT | $100,000 | $0 | $0 |
| STATE TAXES | $16 | $16 | $0 |