THE FREDERICK A DELUCA FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: THE FREDERICK A DELUCA FOUNDATION INC (EIN 65-0755554)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-11-12
IRS object ID: 202003179349102055
Schema version: 2019v5.1
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
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	2020-11-12T12:33:42-06:00	ReturnTs
Tax Period End	2019-12-31	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	2019-01-01	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	9544952309	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	500 EAST BROWARD BLVD STE 2300	AddressLine1Txt
City	FORT LAUDERDALE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33394	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ELISABETH DELUCA	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	9544952309	PhoneNum
Signature	2020-09-08	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ALLISON D DAVIS	PreparerPersonNm
PTIN	P00641426	PTIN
Phone	5618056550	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	174.128.178.146	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-09-08	IPDt
IP Tm	13:50:34	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	57415A6334D1173B95AA2994644638060F2C4D30	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$697,734,794	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	$148,631,294	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$12,823,207	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$12,823,207	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$16,926,206	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$173,323,146	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$16,926,206	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$176	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$176	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$178,380,883	TotalRevAndExpnssAmt
Total Net Invst Incm	$29,749,589	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	$60,107	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$30,053	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$30,053	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$45,537	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$22,769	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$22,769	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$1,753,724	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$1,517,802	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$235,922	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$953,766	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$283,766	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$290,834	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$268,757	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$22,077	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$3,103,968	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,123,147	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$310,821	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$17,271,021	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$17,271,021	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$20,374,989	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,123,147	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$17,581,842	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$158,005,894	ExcessRevenueOverExpensesAmt
Net Investment Income	$27,626,442	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$65,197	CashBOYAmt
Cash EOY	$6,659	CashEOYAmt
Cash EOYFMV	$6,659	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$56,517,420	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$73,701,475	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$73,754,699	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$3,662,864	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$5,403,029	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$5,644,989	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$272,082,711	CorporateStockBOYAmt
Corporate Stock EOY	$387,948,431	CorporateStockEOYAmt
Corporate Stock EOYFMV	$484,681,179	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$77,735,954	CorporateBondsBOYAmt
Corporate Bonds EOY	$90,234,795	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$90,705,789	CorporateBondsEOYFMVAmt
Other Investments BOY	$31,557,236	OtherInvestmentsBOYAmt
Other Investments EOY	$42,662,518	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$42,765,498	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$411,636	OtherAssetsBOYAmt
Other Assets EOY	$175,981	OtherAssetsEOYAmt
Other Assets EOYFMV	$175,981	OtherAssetsEOYFMVAmt
Total Assets BOY	$442,033,018	TotalAssetsBOYAmt
Total Assets EOY	$600,132,888	TotalAssetsEOYAmt
Total Assets EOYFMV	$697,734,794	TotalAssetsEOYFMVAmt
Loans From Officers EOY	$93,976	LoansFromOfficersEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$93,976	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	$440,079,923	RetainedEarningBOYAmt
Retained Earning EOY	$598,085,817	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$442,033,018	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$600,038,912	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$442,033,018	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$600,132,888	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$442,033,018	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$158,005,894	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$600,038,912	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$600,038,912	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES	$114,424,426	$98,419,692	$16,004,734	$16,004,734
PUBLICLY TRADED SECURITIES	$57,844,070	$57,977,248	-$133,178	-$133,178
CAPITAL GAINS DIVIDENDS	$1,054,650		$1,054,650	$1,054,650	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$16,926,206	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$11,762,040	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$352,699,866	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.033349	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$7,342,147	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$234,323,161	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.031333	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$4,020,438	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$180,615,598	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.022260	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$185,625	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$63,007,955	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.002946	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$286,266	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,867,002	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.153329	DistributionYr5Rt
Total Distribution	0.243217	TotalDistributionRt
Average Distribution	0.048643	AverageDistributionRt
Net Vl Noncharitable Assets	$484,736,843	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$23,579,054	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$276,264	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$23,855,318	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$17,581,842	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$552,529	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$552,529	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$552,529	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$637,490	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$100,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$737,490	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$184,961	OverpaymentAmt
Applied To ES Tax	$184,961	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	N/A	WebsiteAddressTxt
Individual With Books	THE FOUNDATION	IndividualWithBooksNm
Phone	9544952309	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 EAST BROWARD BLVD STE 2300	AddressLine1Txt
City	FORT LAUDERDALE	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33394	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	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
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	$782,657
FORBES FAMILY TRUST
767 5TH AVE 6TH FLOOR	NEW YORK	NY	10153	INVESTMENT MANAGEMENT	$514,845
ROCKRIDGE CAPITAL HOLDINGS LLC
500 EAST BROWARD BLVD SUITE 2300	FORT LAUDERDALE	FL	33394	PROFESSIONAL SERVICES	$193,937
CUMMINGS & LOCKWOOD LLC
PO BOX 120	STAMFORD	CT	069040120	LEGAL	$60,107

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	$476,616,104	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$15,502,518	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$492,118,622	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$492,118,622	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$7,381,779	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$484,736,843	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$24,236,842	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$24,236,842	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$552,529	TaxBasedOnInvestmentIncomeAmt
Total Tax	$552,529	TotalTaxAmt
Distributable Before Adj	$23,684,313	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$23,684,313	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$23,684,313	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$17,581,842	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$17,581,842	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$17,581,842	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$23,684,313	DistributableAsAdjustedAmt
Undistributed Income PY	$16,679,915	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$17,581,842	QualifyingDistributionsAmt
Applied To Year1	$16,679,915	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$901,927	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	$22,782,386	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 (96 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALL FLORIDA YOUTH ORCHESTRA
1708 N 40TH AVE	HOLLYWOOD	FL	330214848	PC	STEPS	$205,446
SOS CHILDREN'S VILLAGES OF FLORIDA INC
3681 NW 59TH PL	COCONUT CREEK	FL	330734141	PC	NEXT STEPS	$150,000
SHUBERT NEW HAVEN
247 COLLEGE STREET	NEW HAVEN	CT	06510	PC	ARTS EDUCATION PROGRAMS	$50,000
SCHOLARSHIP AMERICA INC
1 SCHOLARSHIP WAY	ST PETER	MN	560821693	PC	TO SUPPORT THE SUBWAY FRESH START SCHOLARSHIP PROGRAM	$670,200
PLACE OF HOPE INC
9078 ISAIAH LN	WEST PALM BCH	FL	334184637	PC	LANE EDUCATION AND ENRICHMENT CENTER	$350,000
PERFORMING ARTS CENTER TRUST INC
1300 BISCAYNE BLVD	MIAMI	FL	331321608	PC	ARSHT CENTER EDUCATION & WORKFORCE INITIATIVES	$500,000
PALM BEACH SYMPHONY
400 HIBISCUS STREET NO 100	WEST PALM BEACH	FL	334015822	PC	CHILDREN'S CONCERT SERIES: ONE SMALL STEP; IN-SCHOOL ENSEMBLE PERFORMANCES; INSTRUMENT DONATION PROGRAM	$186,513
ORANGE HISTORICAL SOCIETY
PO BOX 784	ORANGE	CT	06477	PC	GENERAL OPERATING SUPPORT	$10,000
NU DECO ENSEMBLE INC
2100 BISCAYNE BLVD	MIAMI	FL	331274120	PC	NU DECO ACCESS	$90,000
NU DECO ENSEMBLE INC
2100 BISCAYNE BLVD	MIAMI	FL	331274120	PC	NU DECO IMAGINATION CONCERT SERIES & IN SCHOOL PRESENTATIONS	$90,000
SOUTH FLORIDA CHAMBER ENSEMBLE INC
6011 NW 68TH ST	PARKLAND	FL	330674508	PC	QUATRO-SUMMER ARTS ENRICHMENT FOR YOUTH & ILUMA ARTS ENRICHMENT FOR SENIORS	$23,166
NOVA SOUTHEASTERN UNIVERSITY
3301 COLLEGE AVE	DAVIE	FL	333147721	PC	CARIBBEAN DIASPORA HEALTHY NUTRITION OUTREACH PROJECT (CDHNOP)	$25,000
NATIONAL LAW ENFORCEMENT AND FIREFIGHTERS CHILDRENS FOUNDATION
38 EAST 32ND STREET	NEW YORK	NY	100165507	PC	SCHOLARSHIPS FOR CHILDREN OF FIRST RESPONDERS	$1,000
NATIONAL ITALIAN AMERICAN FOUNDATION INC
1860 19TH ST NW	WASHINGTON	DC	200095501	PC	SCHOLARSHIPS	$25,000
MIAMI DADE COLLEGE FOUNDATION INC
300 NE 2ND AVENUE NO 1423-1	MIAMI	FL	331322204	PC	READ TO LEARN BOOKS FOR FREE	$50,000
MERCY LEARNING CENTER OF BRIDGEPORT INC
637 PARK AVENUE	BRIDGEPORT	CT	06604	PC	SCHOLARSHIPS	$100,000
MERCY LEARNING CENTER OF BRIDGEPORT INC
637 PARK AVENUE	BRIDGEPORT	CT	06604	PC	SUCCESSION PLAN AND HIRING OF AN OPERATIONS MANAGER	$80,000
MERCY LEARNING CENTER OF BRIDGEPORT INC
637 PARK AVENUE	BRIDGEPORT	CT	06604	PC	FOR THE HIRING OF A NEW SOCIAL WORKER	$60,000
MEMORIAL HEALTH SYSTEMS FOUNDATION INC
305 MEMORIAL MEDICAL PKWY NO 212	DAYTONA BEACH	FL	321175169	PC	MEMORIAL ALLIES	$114,361
MCNAB ELEMENTARY PTA
1350 SE 9TH AVE	POMPANO BEACH	FL	330609516	PC	PLAYGROUND PROJECT	$10,000
LONG WHARF THEATRE
222 SARGENT DR	NEW HAVEN	CT	065115919	PC	STUDENT THEATRE SERIES & STUDIO SCHOOL	$50,000
NORTHWEST CONNECTICUT ASSOCIATION FOR THE ARTS
68 MAIN STREET	TORRINGTON	CT	06790	PC	SUMMER PROGRAM	$25,000
JUNIOR ACHIEVEMENT OF WESTERN CONNECTICUT INC
835 MAIN STREET	BRIDGEPORT	CT	06604	PC	GENERAL OPERATING SUPPORT	$50,000
SOUTH FLORIDA INSTITUTE ON AGING INC
2038 N DIXIE HWY STE 201	WILTON MANORS	FL	333052269	PC	SOFIA TECH	$75,000
SOUTH FLORIDA INSTITUTE ON AGING INC
2038 N DIXIE HWY STE 201	WILTON MANORS	FL	333052269	PC	SOFIA CARES	$100,000
YOUNG AT ART MUSEUM
751 SW 121ST AVENUE	DAVIE	FL	333253804	PC	YAA ON THE GO AND ARTREACH	$152,325
YALE PEABODY MUSEUM
PO BOX 208239	NEW HAVEN	CT	065208239	PC	YALE PEABODY MUSEUM'S EVOLUTIONS AFTERSCHOOL PROGRAM 2020	$57,571
YALE NEW HAVEN HOSPITAL FBO SMILOW CANCER HOSPITAL
20 YORK ST	NEW HAVEN	CT	065103220	PC	SMILOW ONCOLOGY NURSING FUND SUPPORT FOR EDUCATION AND PROFESSIONAL DEVELOPMENT	$180,000
YALE NEW HAVEN HOSPITAL FBO SMILOW CANCER HOSPITAL
20 YORK ST	NEW HAVEN	CT	065103220	PC	TO ESTABLISH A CENTER FOR INNOVATION IN HEMATOLOGY RESEARCH	$1,432,788
WOMEN OF TOMORROW MENTOR AND SCHOLARSHIP PROGRAM INC
8400 NW 36TH ST STE 450	DORAL	FL	331666606	PC	WOT CAPACITY BUILDING	$20,000
WOMEN OF TOMORROW MENTOR AND SCHOLARSHIP PROGRAM INC
8400 NW 36TH ST STE 450	DORAL	FL	331666606	PC	WOT SUMMITS AND JA FINANCIAL LITERACY	$94,260
WAKEMAN BOYS & GIRLS CLUB
385 CENTER STREET	SOUTHPORT	CT	06890	PC	GENERAL OPERATING SUPPORT FOR THE SMILOW-BURROUGHS CLUBHOUSE	$50,000
VILLAGE OF HOPE PALM BEACH COUNTY INC
9078 ISAIAH LN	WEST PALM BCH	FL	334184637	PC	TRANSITIONAL INDEPENDENT LIVING PROGRAM	$100,000
UNIVERSITY OF CONNECTICUT FOUNDATION INC
2390 ALUMNI DR	STORRS	CT	062693600	PC	UNDERGRAD NURSING STUDENTS STUDYING ABROAD - ALUMNI MATCH CHALLENGE	$2,500
SOUTH FLORIDA INSTITUTE ON AGING INC
2038 N DIXIE HWY STE 201	WILTON MANORS	FL	333052269	PC	SOFIA FELLOWS	$75,000
UNIVERSITY OF CHICAGO
6054 S DREXEL AVE SUITE 300	CHICAGO	IL	606372612	PC	TMW CENTER FOR EARLY LEARNIG + PUBLIC HEALTH; COMMUNITY-WIDE DEMONSTRATION PROJECT	$261,942
THE WEST SUBURBAN YMCA
276 CHURCH STREET	NEWTON	MA	02458	PC	GENERAL OPERATING SUPPORT	$25,000
THE NORWALK COMMUNITY-TECHNICAL COLLEGE FOUNDATION INC
188 RICHARDS AVENUE SUITE E 311	NORWALK	CT	068541634	PC	VOCATIONAL SCHOLARSHIPS	$50,000
THE LORD'S PLACE
PO BOX 3265	WEST PALM BCH	FL	334023265	PC	CAFE JOSHUA JOB TRAINING PROGRAM	$200,000
THE LORD'S PLACE
PO BOX 3265	WEST PALM BCH	FL	334023265	PC	YOUTH SERVICES	$100,000
THE LORD'S PLACE
PO BOX 3265	WEST PALM BCH	FL	334023265	PC	HOME FOR GOOD	$1,000,000
THE EDUCATION FUND INC
6713 MAIN ST STE 240	MIAMI LAKES	FL	330148009	PC	FOOD FORESTS FOR SCHOOLS	$89,000
SPECIAL OLYMPICS FLORIDA INC
1915 DON WICKHAM DR	CLERMONT	FL	347111915	PC	SPECIAL OLYMPICS FLORIDA - EDUCATIONAL PROGRAMS SUPPORT	$250,000
SPECIAL OLYMPICS CT
2666 STATE ST STE 1	HAMDEN	CT	065172232	PC	GENERAL OPERATING SUPPORT	$50,000
SOUTH FLORIDA SYMPHONY ORCHESTRA INC
2201 WILTON DRIVE 12	WILTON MANORS	FL	333052131	PC	SYMPHONY IN THE SCHOOLS	$300,000
UNITED WAY OF MIAMI-DADE
3250 SW 3RD AVE	MIAMI	FL	331292712	PC	EDEN PLACE/GOLDEN WISHES	$25,000
JUNIOR ACHIEVEMENT OF THE PALM BEACHES INC
6903 VISTA PKWY NORTH SUITE 10	WEST PALM BEACH	FL	33411	PC	JA HIGH SCHOOL HEROES & JA INSPIRE	$175,000
JUNIOR ACHIEVEMENT OF SOUTH FLORIDA
1130 COCONUT CREEK BLVD	COCONUT CREEK	FL	330661647	PC	JA CAREER BOUND, JOB SHADOW & INTERNSHIP PROGRAM	$347,674
JUNIOR ACHIEVEMENT OF GREATER MIAMI
301 71ST STREET SECOND FLOOR	MIAMI BEACH	FL	331413013	PC	JA INSPIRE	$138,471
BROWARD PERFORMING ARTS FOUNDATION INC
201 SW 5TH AVE	FT LAUDERDALE	FL	333127112	PC	K-12 LEARNING THROUGH THE ARTS	$300,000
BROWARD PERFORMING ARTS FOUNDATION INC
201 SW 5TH AVE	FT LAUDERDALE	FL	333127112	PC	EDUCATION MANAGER - SCHOOL BASED PROGRAMS	$75,000
BROWARD EDUCATION FOUNDATION
600 SE 3RD AVENUE 1ST FLOOR	FT LAUDERDALE	FL	333013125	PC	FREDERICK A. DELUCA SCHOLARSHIP PROGRAMS	$560,000
BROWARD EDUCATION FOUNDATION
600 SE 3RD AVENUE 1ST FLOOR	FT LAUDERDALE	FL	333013125	PC	TURNAROUND ARTS	$96,744
BROWARD COLLEGE FOUNDATION INC
111 E LAS OLAS BLVD 11TH FL	FORT LAUDERDALE	FL	333012206	PC	THE DELUCA CERTIFICATION FUND	$1,000,000
BROWARD COLLEGE FOUNDATION INC
111 E LAS OLAS BLVD 11TH FL	FORT LAUDERDALE	FL	333012206	PC	BROWARD UP (UNLIMITED POTENTIAL)	$1,000,000
BRIDGES ACADEMY
27 S MONTGOMERY AVE	BAY SHORE	NY	117068805	PC	GENERAL OPERATING SUPPORT	$1,000
BRIDGEPORT PUBLIC EDUCATION FUND
446 UNIVERSITY AVENUE	BRIDGEPORT	CT	066045627	PC	GENERAL OPERATING SUPPORT	$25,000
BOYS AND GIRLS CLUB OF PALM BEACH COUNTY
800 NORTHPOINT PARKWAY SUITE 204	WEST PALM BEACH	FL	33407	PC	CAREER BOUND	$684,656
CENTER FOR HEARING AND COMMUNICATION
50 BROADWAY 6TH FLOOR	NEW YORK	NY	100043810	PC	PROGRAM TO ADDRESS ISOLATION AMONG THE HEARING IMPAIRED.	$40,000
BOYS AND GIRLS CLUB OF MILFORD
59 DEVONSHIRE ROAD	MILFORD	CT	064605917	PC	GENERAL OPERATING SUPPORT	$50,000
BOYS & GIRLS CLUBS OF BROWARD COUNTY
877 NW 61ST STREET	FORT LAUDERDALE	FL	333092022	PC	COLLEGE & CAREER READINESS	$200,000
BOYS & GIRLS CLUBS OF BROWARD COUNTY
877 NW 61ST STREET	FORT LAUDERDALE	FL	333092022	PC	ART WITH A HEART (PLUS WISHLIST)	$302,889
ASSOCIATION OF FUNDRAISING PROFESSIONALS
4300 WILSON BLVD STE 300	ARLINGTON	VA	222034179	PC	NATIONAL PHILANTHROPY DAY	$5,000
ARC BROWARD INC
10250 NW 53RD ST	SUNRISE	FL	333518023	PC	ARC CULINARY EXPANSION PROJECT	$500,000
AMITY TEEN CENTER INC
PO BOX 3671	WOODBRIDGE	CT	065250671	PC	ART EDUCATION AND RECORDING STUDIO	$20,000
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVE	DALLAS	TX	752315129	PC	GRANT TO SUPPORT THE GALA	$50,000
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVE	DALLAS	TX	752315129	PC	HEALTHY FAMILIES COLLABORATIVE - NUTRITION EDUCATION PROGRAM	$130,475
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVE	DALLAS	TX	752315129	PC	BROWARD HEART BALL	$200,000
ALL FLORIDA YOUTH ORCHESTRA
1708 N 40TH AVE	HOLLYWOOD	FL	330214848	PC	NO LIMITS PROGRAM	$45,125
BOYS & GIRLS CLUBS OF BROWARD COUNTY
877 NW 61ST STREET	FORT LAUDERDALE	FL	333092022	PC	TRANSPORTATION	$544,473
COMMUNITY FOUNDATION OF BROWARD INC
910 E LAS OLAS BLVD STE 200	FT LAUDERDALE	FL	333012312	PC	SCHOLARSHIP PAYMENT	$2,728
CONNECTICUT FOOD BANK
PO BOX 8686	EAST HAVEN	CT	065120000	PC	MOBILE FOOD PANTRY	$25,000
CROCKETT FOUNDATION INC
3129 NW 82ND TER	PEMBROKE PNES	FL	330243168	PC	CODE EXPLORERS	$157,500
JEWISH FAMILY SERVICES OF BROWARD FOUNDATION INC
5890 S PINE ISLAND RD STE 201	FORT LAUDERDALE	FL	333285933	PC	PILOT PROGRAM TO INCORPORATE TECH FOR HOMEBOUND SENIORS.	$25,000
JEWISH FAMILY SERVICES OF BROWARD FOUNDATION INC
5890 S PINE ISLAND RD STE 201	FORT LAUDERDALE	FL	333285933	PC	JET EXPRESS	$20,000
JEWISH FAMILY SERVICES OF BROWARD FOUNDATION INC
5890 S PINE ISLAND RD STE 201	FORT LAUDERDALE	FL	333285933	PC	BOOST	$73,381
JAMIE A HULLEY ARTS FOUNDATION
520 HALLIWELL AVENUE	ORANGE	CT	064772520	PC	JAMIE HULLEY ARTS FOUNDATIONS PROGRAMS	$28,250
INTERNATIONAL FRANCHISE ASSOCIATION FOUNDATION
1900 K ST NW STE 700	WASHINGTON	DC	200061135	PC	NEXT GEN	$25,000
HOUSATONIC COMMUNITY COLLEGE FOUNDATION INC
900 LAFAYETTE BOULEVARD	BRIDGEPORT	CT	066044704	PC	VOCATIONAL SCHOLARSHIPS	$50,000
HOLLYWOOD ART AND CULTURE CENTER INC
1650 HARRISON STREET	HOLLYWOOD	FL	330206806	PC	ARTS EDUCATION ACCESS	$57,500
HELPING ABUSED NEGLECTED DISADVANTAGED YOUTH
501 NE 8TH ST	FT LAUDERDALE	FL	333042728	PC	RESUME 4 LIFE	$188,483
HEALTH IN THE HOOD INC
2020 N BAYSHORE DR APT 4102	MIAMI	FL	331375178	PC	HEALTH IN THE HOOD COMMUNITY VEGETABLE GARDEN EXPANSION PROGRAM	$50,000
HABITAT FOR HUMANITY OF BROWARD
3564 N OCEAN BLVD	FT LAUDERDALE	FL	333086752	PC	APPLIANCES FOR HABITAT HOMES	$5,000
HABITAT FOR HUMANITY OF BROWARD
3564 N OCEAN BLVD	FT LAUDERDALE	FL	333086752	PC	OPENING DOORS TO HEALTHY FUTURES: HOMEOWNERS HIP FOR LOW INCOME FAMILIES	$500,000
GRANT A GIFT AUTISM FOUNDATION
8550 W DESERT INN RD STE 102-343	LAS VEGAS	NV	891172112	PC	DENIM AND DIAMOND GALA CELEBRATION	$10,000
GRANT A GIFT AUTISM FOUNDATION
8550 W DESERT INN RD STE 102-343	LAS VEGAS	NV	891172112	PC	TEENWORKS	$25,000
GATEWAY COMMUNITY COLLEGE FOUNDATION INC
20 CHURCH STREET	NEW HAVEN	CT	065103304	PC	VOCATIONAL SCHOLARSHIPS	$50,000
FRIENDSHIP CIRCLE OF NORTH BROWARD AND SOUTH PALM BEACH INC
7170 LOXAHATCHEE RD	PARKLAND	FL	330673901	PC	TRAUMA SUPPORT PROGRAM	$30,000
FORT LAUDERDALE INDEPENDENCE TRAINING AND EDUCATION CENTER INC
5201 NW 33RD AVE DOOR 5207	FT LAUDERDALE	FL	333096302	PC	TIL EMERGENCY LANDING SPACE	$300,000
FOOD BANK OF THE HUDSON VALLEY
965 ALBANY SHAKER RD	LATHAM	NY	121101409	PC	GENERAL OPERATING EXPENSES	$10,000
FIRST CALL FOR HELP OF BROWARD INC
250 NE 33RD ST	OAKLAND PARK	FL	333341144	PC	BRIDGE 2 LIFE - CAPACITY BUILDING	$99,000
FAIRFIELD COUNTY COMMUNITY FOUNDATION
40 RICHARDS AVENUE	NORWALK	CT	068542319	PC	HIGH SCHOOL SCHOLARSHIP PROGRAMS	$448,000
EDUCATE TOMORROW CORP
1717 N BAYSHORE DR STE 203	MIAMI	FL	331321196	PC	EDUCATE TOMORROW SCHOLARS	$153,000
DREAM BIG INC
281 NEEDHAM ST STE 202	NEWTON	MA	024641522	PC	DREAM BIG! EQUIPMENT GRANTS & PROGRAM SCHOLARSHIPS	$25,000
YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA INC
900 SE 3 AVENUE	FT LAUDERDALE	FL	333161118	PC	MOBILE AQUATICS PROGRAM AND PR FIRM	$271,600
YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA INC
900 SE 3 AVENUE	FT LAUDERDALE	FL	333161118	PC	DEPARTMENT OF COMMUNITY HEALTH AND DATA MANAGEMENT SOFTWARE	$544,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$17,271,021	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	$12,823,207	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$176	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$16,926,206	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$29,749,589	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$29,749,589	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 (5 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	$130,497,202	Yes (X)	Yes (X)
FREDERICK A DELUCA 2011 GRANTOR CHARITABLE LEAD ANNUITY TRUS
2	C/O CUMMINGS LOCKWOOD PO BOX 120	STAMFORD	CT	069040120	$370,383	Yes (X)
FREDERICK A DELUCA 2010 GRANTOR CHA
3	C/O CUMMINGS LOCKWOOD PO BOX 120	STAMFORD	CT	069040120	$119,613	Yes (X)
FREDERICK A DELUCA 2012 GRANTOR CHA
4	C/O CUMMINGS LOCKWOOD PO BOX 120	STAMFORD	CT	069040120	$1,298,559	Yes (X)
ELISABETH C DELUCA
5	500 EAST BROWARD BLVD STE 2300	FORT LAUDERDALE	FL	33394	$60,000,000	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (18 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	71,286 SHARES WORK	$1,568,282	2019-09-27
1	42,250 SHARES IBB	$5,136,966	2019-12-20
1	60,875 SHARES USMV	$3,984,573	2019-12-20
1	198,800 SHARES VZ	$12,261,984	2019-12-20
1	96,915 SHARES AAXJ	$7,067,042	2019-12-23
1	10,791 SHARES WORK	$231,413	2019-12-23
1	10,678 SHARES PD	$257,393	2019-12-23
1	43,576 SHARES LYFT	$2,031,949	2019-12-23
1	5,023 SHARES SPLK	$756,162	2019-12-23
1	23,204 SHARES OEF	$3,333,835	2019-12-24
1	33,484 SHARES IWV	$6,302,526	2019-12-24
1	78,509 SHARES SPY	$25,217,876	2019-12-24
1	82,078 SHARES VEA	$3,594,606	2019-12-24
1	31,893 SHARES VTI	$5,214,027	2019-12-24
1	2,877 SHARES IWV	$543,206	2019-12-26
1	3955 SHARES SPY	$1,274,677	2019-12-26
1	97,614 SHARES SPY	$31,347,760	2019-12-31
1	463,917 SHARES VEA	$20,372,915	2019-12-31

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$45,537	Amt
Net Investment Income	$22,769	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$22,769	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
BOND FUNDS	$44,900,280	$44,829,686
CORPORATE BONDS	$44,219,244	$44,760,832
SHORT-TERM FUNDS	$1,115,271	$1,115,271

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
STOCK FUNDS	$115,022,575	$128,240,581
EXCHANGE TRADED FUNDS	$52,470,787	$61,618,914
CORPORATE STOCK	$220,455,069	$294,821,684

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$5,403,029	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$5,644,989	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	$42,662,518	BookValueAmt
EOYFMV	$42,765,498	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$60,107	LegalFeesAmt
Net Investment Income	$30,053	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$30,053	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	ACCRUED INCOME	Desc
BOY Book Value	$411,636	BOYBookValueAmt
EOY Book Value	$175,981	EOYBookValueAmt
EOYFMV	$175,981	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES	$268,757	$268,757	$0
INSURANCE	$2,077	$0	$2,077
SUBSCRIPTIONS	$20,000	$0	$20,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	U.S. TRUST	Desc
Revenue And Expenses Per Books	$176	RevenueAndExpensesPerBooksAmt
Net Investment Income	$176	NetInvestmentIncomeAmt
Adjusted Net Income	$176	AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	OTHER PROFESSIONAL FEES	CategoryTxt
Amt	$1,753,724	Amt
Net Investment Income	$1,517,802	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$235,922	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD	$283,766	$283,766	$0
2019 ESTIMATED EXCISE TAX PAYMENTS	$570,000	$0	$0
2018 EXCISE TAX EXTENSION PAYMENT	$100,000	$0	$0