THE FREDERICK A DELUCA FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE FREDERICK A DELUCA FOUNDATION INC (EIN 65-0755554)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349100719
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 | 2025-11-17T07:00:58-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 9546866023 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 N FEDERAL HIGHWAY 312 | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELISABETH DELUCA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5618056613 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATIE SMITH | PreparerPersonNm |
| PTIN | P01889675 | PTIN |
| Phone | 5618056550 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $797,174,251 | 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 | $6,600,338 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,729,110 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,729,071 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,915,128 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $462,750,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,915,128 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $1,204,623 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $17,067,882 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,067,887 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $77,312,458 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,712,086 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,204,623 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $630,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $630,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $495,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $495,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $67,573 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $33,787 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $33,787 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $75,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $37,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,176,328 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,176,328 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $380,868 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,868 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,893,071 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,882,574 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $881,167 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,717,840 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,141,057 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,077,454 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,721,271 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,721,271 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,439,111 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,141,057 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,798,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,873,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,571,029 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,204,623 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,901,255 | CashBOYAmt |
| Cash EOY | $97,172,112 | CashEOYAmt |
| Cash EOYFMV | $97,172,112 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,085,026 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,883,102 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,883,102 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $23,900,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $18,500,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $23,900,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $23,900,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,888,626 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,427,180 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $362,457,261 | CorporateStockBOYAmt |
| Corporate Stock EOY | $365,860,142 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $409,351,458 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $34,294,988 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $48,841,578 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $49,042,485 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $227,429,651 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $156,752,354 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $191,101,295 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $304,485 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,437,225 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $296,619 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $693,972,666 | TotalAssetsBOYAmt |
| Total Assets EOY | $719,735,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $797,174,251 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $110,874 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $110,874 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $691,908,697 | RetainedEarningBOYAmt |
| Retained Earning EOY | $717,782,044 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $693,861,792 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $719,735,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $693,972,666 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $719,735,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $693,861,792 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,873,347 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $719,735,139 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $719,735,139 | 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 | $194,011,135 | $178,736,742 | $15,274,393 | $15,274,393 | |
| PUBLICLY TRADED SECURITIES | $248,516,514 | $245,098,362 | $3,418,152 | $3,418,152 | |
| CAPITAL GAIN FROM PASSTHROUGH | $2,465 | $2,465 | $2,465 | P | |
| CAPITAL GAIN FROM PASSTHROUGH | $11,759,876 | $11,759,876 | $11,759,876 | P | |
| CAPITAL GAINS DIVIDENDS | $8,460,242 | $8,460,242 | $8,460,242 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,915,128 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $939,237 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $939,237 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $939,237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $296,429 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,296,429 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4,271 | EsPenaltyAmt |
| Overpayment | $352,921 | OverpaymentAmt |
| Applied To ES Tax | $352,921 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.DELUCAFDN.ORG | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 9546866023 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | ||||||||
| 49 N FEDERAL HIGHWAY 312 | POMPANO BEACH | FL | 33062 | PRESIDENT, SECRETARY, TREASURER | 5.00 | $0 | $0 | $0 |
| JONATHAN DELUCA | ||||||||
| 49 N FEDERAL HIGHWAY 312 | POMPANO BEACH | FL | 33062 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUZANNE V GRECO | ||||||||
| 49 N FEDERAL HIGHWAY 312 | POMPANO BEACH | FL | 33062 | DIRECTOR | 0.25 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| HENRY K BYRNE | ||||||||
| 49 N FEDERAL HIGHWAY 312 | POMPANO BEACH | FL | 33062 | CEO | 40.00 | $630,000 | $20,700 | $0 |
| JUDITH FLETCHER | ||||||||
| 49 N FEDERAL HIGHWAY 312 | POMPANO BEACH | FL | 33062 | GRANTS ADMINISTRATOR | 40.00 | $127,000 | $7,600 | $0 |
| JENNIFER LEW | ||||||||
| 49 N FEDERAL HIGHWAY 312 | POMPANO BEACH | FL | 33062 | DATABASE MANAGER | 40.00 | $127,000 | $7,600 | $0 |
| CECILIA D RIVAS-GONZALEZ | ||||||||
| 49 N FEDERAL HIGHWAY 312 | POMPANO BEACH | FL | 33062 | GRANTS ADMINISTRATOR | 40.00 | $127,000 | $7,600 | $0 |
| RACHEL ADOMAT | ||||||||
| 49 N FEDERAL HIGHWAY 312 | POMPANO BEACH | FL | 33062 | GRANTS ADMINISTRATOR | 40.00 | $114,000 | $6,824 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FORBES FAMILY TRUST | |||||
| 767 5TH AVE 6TH FLOOR | NEW YORK | NY | 10153 | INVESTMENT MANAGEMENT | $480,115 |
| MUSTARD LLC | |||||
| 317 FAIRVIEW ROAD | OJAI | CA | 93023 | PROFESSIONAL SERVICES | $176,280 |
| MORGAN STANLEY | |||||
| 1585 BROADWAY | NEW YORK | NY | 10036 | INVESTMENT MANAGEMENT | $122,236 |
| EE3 CONSULTING LTD | |||||
| 200 E LAS OLAS BLVD | FORT LAUDERDALE | FL | 33301 | PROFESSIONAL SERVICES | $95,770 |
| HATCHED LLC | |||||
| 1 N CLEMATIS ST SUITE 110 | WEST PALM BEACH | FL | 33401 | PROFESSIONAL SERVICES | $82,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LOAN DATED SEPTEMBER 16, 2024 TO KRISTI HOUSE, INC. 1265 NW 12 AVENUE, MIAMI, FL 33136. THE PURPOSE OF THE LOAN IS TO PROVIDE FUNDING FOR THE KRISTI HOUSE AND MUJER JOINT CAPITAL PURCHASE OF THE HEALING SANCTUARY. | Description1Txt |
| Expenses1 | $5,400,000 | Expenses1Amt |
| Total | $5,400,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $661,510,188 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,129,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $748,639,925 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $748,639,925 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,229,599 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $737,410,326 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,870,516 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,870,516 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $939,237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $939,237 | TotalTaxAmt |
| Distributable Before Adj | $35,931,279 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,204,623 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,135,902 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,135,902 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,798,725 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $5,400,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $53,198,725 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,135,902 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $11,474,769 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,474,769 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $53,198,725 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,135,902 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,062,823 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,537,592 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,537,592 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $11,474,769 | ExcessFromYear1Amt |
| Excess From Current Year | $16,062,823 | ExcessFromCurrentYearAmt |
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 (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABILIS | |||||||
| 50 GELNVILLE ST | GREENWICH | CT | 06831 | PC | EXPANDING EMPLOYMENT OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES | $63,000 | |
| ADRIENNE ARSHT CENTER TRUST INC | |||||||
| 1300 BISCAYNE BOULEVARD | MIAMI | FL | 331321608 | PC | EXPANDING ACCESS TO THE ARTS THROUGH PERFORMANCES, EDUCATION, APPRENTICESHIPS AND WELLBEING | $725,000 | |
| AMERICAN RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | PC | SUPPORT FOR COMMUNITIES IMPACTED BY HURRICANE MILTON | $500,000 | |
| ARC BROWARD INC | |||||||
| 10250 NW 53RD ST | SUNRISE | FL | 33351 | PC | CAPACITY BUILDING SUPPORT | $221,442 | |
| ASU FOUNDATION FOR A NEW AMERICAN UNIVERSITY | |||||||
| 300 E UNIVERSITY DRIVE | TEMPE | AZ | 85281 | PC | ACADEMIC RECOVERY FOR LOW-INCOME STUDENTS | $633,334 | |
| BASTA | |||||||
| 500 7TH AVE | NEW YORK | NY | 10018 | PC | BRINGING TECHNOLOGY BASED CAREER NAVIGATION TOOLS TO FIRST GENEREATION COLLEGE STUDENTS | $200,000 | |
| BOYS & GIRLS CLUBS OF AMERICA | |||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 303093506 | PC | PROJECT LEARN PLANNING GRANT | $100,000 | |
| BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY INC | |||||||
| 800 NORTHPOINT PARKWAY SUITE 204 | WEST PALM BEACH | FL | 334071946 | PC | CAREER BOUND | $700,000 | |
| BROWARD COLLEGE FOUNDATION INC | |||||||
| 111 EAST LAS OLAS BOULEVARD 11TH | FORT LAUDERDALE | FL | 33301 | PC | BROWARD UP (UNLIMITED POTENTIAL) | $3,000,000 | FLOOR |
| BROWARD EDUCATION FOUNDATION INC | |||||||
| 600 SE 3RD AVENUE 1ST FLOOR | FORT LAUDERDALE | FL | 33301 | PC | BROWARD EDUCATION FOUNDATION SCHOLARSHIP COHORT 2023 + BROWARD LCAN TURNAROUND ARTS/BROWARD ARTS BROWARD TEA (TECHNOLOGY EMPOWERED AGRICULTURE) SCHOOL GARDEN: A FOOD FOREST | $231,748 | |
| BROWARD PERFORMING ARTS FOUNDATION INC | |||||||
| 201 SW 5TH AVENUE | FORT LAUDERDALE | FL | 333127112 | PC | EXPANDING ACCESS TO THE ARTS FOR STUDENTS IN K-12 | $387,250 | |
| BROWARD REGIONAL HEALTH PLANNING COUNCIL INC | |||||||
| 200 OAKWOOD LANE SUITE 100 | HOLLYWOOD | FL | 33020 | PC | NURSE FAMILY PARTNERSHIP | $73,445 | |
| CENTER FOR CHILD COUNSELING INC | |||||||
| 8895 N MILITARY TRAIL SUITE 300C | PALM BEACH GARDENS | FL | 33410 | PC | FOSTERING MENTAL HEALTH INTEGRATION IN PEDIATRIC PRIMARY CARE THROUGH DATA DRIVEN ACTION | $125,000 | |
| CENTER FOR DISASTER PHILANTHROPY | |||||||
| ONE THOMAS CIRCLE NW SUITE 700 | WASHINGTON | DC | 20005 | PC | SUPPORT FOR FLORIDA COMMUNITIES IMPACTED BY HURRICANE HELENE | $1,000,000 | |
| CENTER FOR HEARING AND COMMUNICATION | |||||||
| 50 BROADWAY 6TH FLOOR | NEW YORK | NY | 10004 | PC | IMPROVING EARLY IDENTIFICATION AND ACCESS TO CARE FOR THE DEAF AND HARD OF HEARING COMMUNITY | $280,000 | |
| CHILDREN'S BEREAVEMENT CENTER INC | |||||||
| 6619 SOUTH DIXIE HIGHWAY 302 | MIAMI | FL | 33143 | PC | CONTINUING VITAL PROGRAMMING THROUGH BRIDGE FUNDING | $20,000 | |
| CHILDREN'S CASE MANAGEMENT ORGANIZATION INC | |||||||
| 3333 FOREST HILL BOULEVARD 2ND | WEST PALM BEACH | FL | 33406 | PC | INFANT MENTAL HEALTH PROGRAM KIN SUPPORT PROJECT | $225,000 | FLOOR |
| CHILDREN'S HARBOR INC | |||||||
| 19410 SW 58TH PLACE | PEMBROKE PINES | FL | 33029 | PC | SUCCESS COACH PROGRAM + THERAPIST SALARIES | $200,000 | |
| COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES INC | |||||||
| 700 SOUTH DIXIE HIGHWAY 200 | WEST PALM BEACH | FL | 33401 | PC | COMMUNITY IMPACT GRANTS | $3,728,800 | |
| COMMUNITY FOUNDATION OF BROWARD INC | |||||||
| 910 EAST LAS OLAS BLVD SUITE 200 | FORT LAUDERDALE | FL | 333012312 | PC | DELUCA CENTER FOR NONPROFIT EXCELLENCE BROWARD CARES, BROWARD COMMUNITY FUND | $4,120,000 | |
| CONNECTICUT CHILDREN'S FOUNDATION INC | |||||||
| 282 WASHINGTON ST | HARTFORD | CT | 06106 | PC | THE CONNECTICUT CHILDREN'S NURSING LEADERSHIP ACADEMY | $200,000 | |
| CONNECTICUT COMMUNITY FOUNDATION | |||||||
| 43 FIELD ST | WATERBURY | CT | 06702 | PC | CONNECTICUT FLOOD SUPPORT | $250,000 | |
| CONSORTIUM OF FLORIDA EDUCATION FOUNDATIONS INC | |||||||
| 100 SW 75TH ST STE 204 | GAINESVILLE | FL | 32607 | PC | EXPLORE & EXCEL IN HEALTHCARE CAREER PATHWAYS | $395,000 | |
| CROCKETT FOUNDATION INC | |||||||
| 5101 NW 21ST AVENUE SUITE 530 | FORT LAUDERDALE | FL | 33309 | PC | CROCKETT EXPLORERS | $275,000 | |
| CULTURAL COUNCIL OF PALM BEACH COUNTY | |||||||
| 601 LAKE AVE | LAKE WORTH BEACH | FL | 33460 | PC | POOLED FUNDS TO INCREASE ACCESS TO THE ARTS | $1,070,000 | |
| DREAM BIG INC | |||||||
| 21 HIGHLAND CIRCLE SUITE 203 | NEEDHAM | MA | 02494 | PC | DREAM BIG! EQUIPMENT GRANTS & SCHOLARSHIPS | $100,000 | |
| EDUCATE TOMORROW CORP | |||||||
| 217 NE 97TH STREET | MIAMI SHORES | FL | 33138 | PC | HELPING UNDERSERVED YOUNG PEOPLE, FORMERLY HOMELESS, AND FOSTER CARE STUDENTS EXCEL | $668,000 | |
| EDUCATION DESIGN LAB | |||||||
| 1200 18TH ST NW SUITE 710 | WASHINGTON | DC | 20036 | PC | DATA COLLABORATIVE | $500,000 | |
| ELS FOR AUTISM FOUNDATION | |||||||
| 18370 LIMESTONE CREEK ROAD | JUPITER | FL | 33458 | PC | ADULT DAY TRAINING (ADT) PROGRAM CAPITAL + OPERATIONS | $350,000 | |
| ENFAMILIA INC | |||||||
| 16090 SW 293 DRIVE | HOMESTEAD | FL | 33033 | PC | CAPACITY BUILDING & SUSTAINABILITY SUPPORT | $308,550 | |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC | |||||||
| 777 GLADES ROAD 247 | BOCA RATON | FL | 33431 | PC | HEALTH EQUITY NURSING SCHOLARS PROGRAM (HENS) | $35,000 | |
| FLORIDA COLLEGE SYSTEM FOUNDATION | |||||||
| 325 WEST GAINES STREET SUITE 1244 | TALLAHASSEE | FL | 32302 | PC | ACCELERATING ACCESS TO DUAL ENROLLMENT | $35,000 | |
| FORT LAUDERDALE INDEPENDENCE TRAINING AND EDUCATION CENTER INC (FLITE) | |||||||
| 5201 NW 33RD AVE | FORT LAUDERDALE | FL | 333091116 | PC | FLITE CENTER PRI FLITE CENTER PALM BEACH TIL EMERGENCY LANDING SPACE | $725,000 | |
| GEORGE SNOW SCHOLARSHIP FUND | |||||||
| 201 PLAZA REAL SUITE 260 | BOCA RATON | FL | 334323959 | PC | PREPAID SCHOLARSHIP FUND | $1,714,687 | |
| GEORGIA STATE UNIVERSITY FOUNDATION INC | |||||||
| PO BOX 2668 | ATLANTA | GA | 30301 | PC | ACCELERATING IMPACT: INCREASING POSTSECONDARY DEGREE ATTAINMENT FOR UNDERSERVED STUDENT POPULATIONS AT PUBLIC INSTITUTIONS | $326,000 | |
| GIRL SCOUT COUNCIL OF TROPICAL FLORIDA INC | |||||||
| 11347 SW 160TH STREET | MIAMI | FL | 33157 | PC | COMMUNITY TROOP CAPACITY BUILDING: STEM, COLLEGE ACCESS, AND EVALUATION | $214,690 | |
| HABITAT FOR HUMANITY OF GREATER MIAMI INC | |||||||
| 3800 NW 22 AVENUE | MIAMI | FL | 33142 | PC | EXPANDING AFFORDABLE HOUSING OPPORTUNITIES: MIAMI HABITAT ACRES | $500,000 | |
| HABITAT FOR HUMANITY OF PALM BEACH COUNTY | |||||||
| 6758 N MILITARY TRAIL SUITE 301 | RIVIERA BEACH | FL | 33407 | PC | NEIGHBORHOOD REVITALIZATION PROGRAM / AGING IN PLACE PROJECT + SEMINOLE RIDGE HIGH SCHOOL PROJECT | $500,000 | |
| HAITIAN NEIGHBORHOOD CENTER SANT LA INC | |||||||
| 13390 WEST DIXIE HIGHWAY | NORTH MIAMI | FL | 33161 | PC | EDEN PLACE@SANT LA | $92,969 | |
| HELPING ADVANCE AND NURTURE THE DEVELOPMENT OF YOUTH INC | |||||||
| 1717 NORTH ANDREWS AVE | FORT LAUDERDALE | FL | 33311 | PC | HELPING HOMELESS COLLEGE STUDENTS ACHIEVE POST-SECONDARY SUCCESS | $96,250 | |
| HISPANIC UNITY OF FLORIDA INC | |||||||
| 5840 JOHNSON ST | HOLLYWOOD | FL | 33021 | PC | BLUEPRINT FOR ECONOMIC EMPOWERMENT: IMPLEMENTING A COMMUNITY DRIVEN STRATEGIC PLAN | $1,239,000 | |
| JAMIE A HULLEY ARTS FOUNDATION | |||||||
| 520 HALLIWELL AVE | ORANGE | CT | 06477 | PC | EXPANDING OPPORTUNITIES IN THE ARTS | $50,000 | |
| JUNIOR ACHIEVEMENT OF SOUTH FLORIDA | |||||||
| 1130 COCONUT CREEK BLVD | COCONUT CREEK | FL | 330661647 | PC | JA CAREER BOUND PROGRAM | $500,000 | |
| KRISTI HOUSE INC | |||||||
| 1265 NW 12TH AVE | MIAMI | FL | 33136 | PC | IMPROVING MENTAL HEALTH ACCESS FOR CHILDREN IN MIAMI-DADE | $536,720 | |
| LEGAL AID SOCIETY OF PALM BEACH COUNTY INC | |||||||
| 423 FERN ST SUITE 200 | WEST PALM BEACH | FL | 33401 | PC | JUVENILE ADVOCACY PROJECT: RESILIENCE PROJECT | $237,000 | |
| LEUKEMIA AND LYMPHOMA SOCIETY INC | |||||||
| 3 INTERNATIONAL DR SUITE 200 | RYE BROOK | NY | 10573 | PC | SCHOLARSHIPS FOR BLOOD CANCER SURVIVORS | $875,000 | |
| LIGHTHOUSE OF BROWARD COUNTY INC | |||||||
| 5901 DEL LAGO CIRCLE | SUNRISE | FL | 33313 | PC | READY TO WORK | $300,000 | |
| MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED | |||||||
| 637 PARK AVENUE | BRIDGEPORT | CT | 066044611 | PC | WOMEN OF ACHIEVEMENT SCHOLARSHIP | $548,000 | |
| MEXICAN AMERICAN COUNCIL INC | |||||||
| 151 NW 11TH ST SUITE E400 | HOMESTEAD | FL | 33030 | PC | HOMESTEAD-MIAMI MARIACHI CONSERVATORY | $100,000 | |
| MUJERES UNIDAS EN JUSTICIA EDUCACION Y REFORMA INC | |||||||
| 1600 NW 6TH CT BUILDING B | FLORIDA CITY | FL | 33034 | PC | MISSION SUPPORT FOR ONE STOP DOMESTIC VIOLENCE AND SEXUAL ASSAULT CENTER IN SOUTH DADE | $100,000 | |
| NATIONAL SCHOLARSHIP PROVIDERS ASSOCIATION | |||||||
| PO BOX 215 | CHARLOTTESVILLE | VA | 22902 | PC | EXPANDING SCHOLARSHIP OPPORTUNITIES FOR FLORIDA STUDENTS | $340,000 | |
| NORTHEND RISE INC | |||||||
| 2001 BLUE HERON BLVD W | RIVIERA BEACH | FL | 33404 | PC | HELPING COMMUNITIES THRIVE THROUGH HEALTH AND ECONOMIC INNOVATION | $100,000 | |
| OIC OF SOUTH FLORIDA INC | |||||||
| 3407 NW 9TH AVENUE SUITE 100 | FORT LAUDERDALE | FL | 33309 | PC | WOMEN WORKFORCE EMPOWERMENT PROGRAM (WWEP) IN PARTNERSHIP WITH CITY OF FORT LAUDERDALE HOUSING AUTHORITY | $388,036 | |
| PACE CENTER FOR GIRLS INC | |||||||
| 6745 PHILLIPS INDUSTRIAL BOULEVARD | JACKSONVILLE | FL | 32256 | PC | POSITIVE YOUTH DEVELOPMENT & COLLEGE AND CAREER READINESS SPIRITED GIRLS PROGRAM AND REACH THERAPIST POSITION | $200,000 | |
| PARKER DEWEY LLC | |||||||
| 222 W MERCHANDISE MART PLAZA SUITE | CHICAGO | IL | 60654 | NC | DELUCA MICRO-INTERNSHIP PROGRAM | $333,331 | 1212 |
| PATH TO COLLEGE FOUNDATION INC | |||||||
| PO BOX 487 | LAKE WORTH | FL | 33460 | PC | CATAPULT TO A BRIGHTER FUTURE | $650,000 | |
| PATHWAYS TO PROSPERITY INC | |||||||
| 1105 N FEDERAL HIGHWAY | BOYNTON BEACH | FL | 33435 | PC | CIRCLES PALM BEACH COUNTY | $90,000 | |
| PELOTONU | |||||||
| 701 TILLERY ST 12 | AUSTIN | TX | 78702 | PC | COLLEGE GRADUATION FOR WORKING, ADULT STUDENTS | $250,000 | |
| PRIME TIME PALM BEACH COUNTY INC | |||||||
| 2300 HIGH RIDGE RD SUITE 330 | BOYNTON BEACH | FL | 33426 | PC | EXPANDING ENRICHMENT OPPORTUNITIES IN PALM BEACH COUNTY | $745,000 | |
| SCHOLARMATCH | |||||||
| 849 VALENCIA ST | SAN FRANCISCO | CA | 94110 | PC | HELPING FIRST-GENERATION STUDENTS GRADUATE FROM COLLEGE WITHIN FIVE YEARS | $519,500 | |
| SOS CHILDREN'S VILLAGES FLORIDA INC | |||||||
| 3681 NW 59TH PLACE | COCONUT CREEK | FL | 330734141 | PC | SPACE TO GROW TOGETHER ADMINISTRATIVE BUILDING EXPANSION + NEXT STEPS PROGRAM WITH EXPANSION | $250,000 | |
| SOUTH FLORIDA SYMPHONY ORCHESTRA INC | |||||||
| 441 NE 5TH AVE SUTIE 3 | FORT LAUDERDALE | FL | 33301 | PC | SYMPHONY IN THE SCHOOLS | $250,000 | |
| SOUTHERN SCHOLARSHIP FOUNDATION INC | |||||||
| 322 STADIUM DRIVE | TALLAHASSEE | FL | 32304 | PC | PROVIDING RENT-FREE HOUSING TO STUDENTS WHO ARE HOUSING INSECURE AND HELPING THEM GRADUATE FROM COLLEGE | $252,000 | |
| SOUTH-WEST COMMUNITY HEALTH CENTER INC | |||||||
| 46 ALBION ST | BRIDGEPORT | CT | 06605 | PC | PROVIDING ACCESS TO HEALTH AND ADDRESSING THE SOCAL DETERMINANTS OF HEALTH THROUGH AN INNOVATIVE MODEL | $1,200,000 | |
| 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 | $168,000 | |
| THE BATTIER TAKE CHARGE FOUNDATION INC | |||||||
| 550 NW 42ND AVE 4TH FLOOR | MIAMI | FL | 33126 | PC | SUPPORTING ACCESS AND PERSISTENCE IN POST SECONDARY EDUCATION | $96,000 | |
| THE CHILDREN'S TRUST | |||||||
| 3150 SW 3RD AVE 8TH FLOOR | MIAMI | FL | 33129 | GOV | UNLOCKING ECONOMIC MOBILITY FOR FAMILIES THROUGH ACCESS TO EARLY CHILDHOOD EDUCATION | $250,000 | |
| THE EDUCATION FUND INC | |||||||
| 6713 MAIN STREET SUITE 240 | MIAMI LAKES | FL | 330148009 | PC | EXPANDING HEALTHY EATING AT SCHOOL AND HOME + EQUITABLE ACCESS TO LEARNING TOOLS/SUPPLIES | $150,000 | |
| THE LORD'S PLACE | |||||||
| 2808 NORTH AUSTRALIAN AVENUE | WEST PALM BEACH | FL | 33401 | PC | PATHWAYS TO SELF-SUSTAINABILITY | $1,000,000 | |
| THE MIAMI FOUNDATION INC | |||||||
| 40 NW 3RD STREET 305 | MIAMI | FL | 33128 | PC | 2023 COLLEGE ASSISTANCE PROGRAM SCHOLARSHIPS NONPROFIT CAPACITY BUILDING ARTLOOK MIAMI COMMUNITY GRANTS 2023-2028 | $2,569,000 | |
| THE NSORO EDUCATIONAL FOUNDATION | |||||||
| 667 FAIRBURN ROAD NW | ATLANTA | GA | 30331 | PC | HELPING STUDENTS WHO AGE OUT OF FOSTER CARE GRADUATE FROM COLLEGE | $102,000 | |
| THE SALVATION ARMY | |||||||
| 1424 NORTHEAST EXPRESSWAY | BROOKHAVEN | GA | 30329 | PC | SUPPORT FOR COMMUNITIES IMPACTED BY HURRICANE MILTON | $500,000 | |
| TSIC INC (TAKE STOCK IN CHILDREN) | |||||||
| 2929 E COMMERCIAL BLVD SUITE 408 | FORT LAUDERDALE | FL | 33308 | PC | HOPEFORCE AI INTEGRATION + COLLEGE COMPLETION COACHES | $1,643,930 | |
| UASPIRE INC | |||||||
| 6 LIBERTY SQUARE 98549 | BOSTON | MA | 02109 | PC | HELPING DELUCA FOUNDATION SCHOLARSHIP PARTNERS INCREASE THEIR IMPACT | $125,556 | |
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION | |||||||
| 12424 RESEARCH PARKWAY SUITE 140 | ORLANDO | FL | 32826 | PC | PREPARING LOW INCOME STUDENTS FOR SUCCESS AT THE UNIVERSITY OF CENTRAL FLORIDA | $117,000 | |
| UNIVERSITY OF SOUTH FLORIDA | |||||||
| 3702 SPECTRUM BLVD SUITE 165 | TAMPA | FL | 33612 | GOV | INCREASING COLLEGE ENROLLMENT AND CLOSING EQUITY GAPS THROUGHOUT THE STATE OF FLORIDA | $390,187 | |
| VILLAGE OF HOPE PALM BEACH COUNTY INC | |||||||
| 3551 BURMA CIRCLE | LAKE PARK | FL | 33403 | PC | TRANSITIONAL INDEPENDENT LIVING PROGRAM | $150,000 | |
| WAKEMAN MEMORIAL ASSOCIATION INC | |||||||
| 595 MADISON AVE | BRIDGEPORT | CT | 06604 | PC | DELUCA EARLY LEARNING CENTER PLAYGROUND | $300,000 | |
| WOMEN IN DISTRESS OF BROWARD COUNTY INC | |||||||
| PO BOX 50187 | LIGHTHOUSE POINT | FL | 33074 | PC | COMMUNITY SERVICES COORDINATION FOR DOMESTIC VIOLENCE SURVIVORS | $190,588 | |
| YALE NEW HAVEN HOSPITAL | |||||||
| PO BOX 1849 | NEW HAVEN | CT | 06508 | PC | SMILOW RN AND APP NURSE RESIDENCY PROGRAM | $577,125 | |
| YALE UNIVERSITY | |||||||
| 150 MUNSON STREET 25 SCIENCE PARK | NEW HAVEN | CT | 06511 | PC | EVOLUTIONS AFTERSCHOOL PROGRAM 2023-2026 | $105,333 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF SOUTH FLORIDA INC (YMCA) | |||||||
| 900 SE 3RD AVE SUITE 300 | FORT LAUDERDALE | FL | 33316 | PC | DEPARTMENT OF COMMUNITY HEALTH + MOBILE AQUATICS PROGRAM | $395,000 | |
| YOUNG MUSICIANS UNITE INC | |||||||
| 1260 NW 29TH ST 103 | MIAMI | FL | 33142 | PC | SCALING SELF-SUSTAINED MUSIC EDUCATION TO 19 SCHOOLS | $175,000 | |
| YWCA SOUTH FLORIDA INC | |||||||
| 351 NW 5TH ST | MIAMI | FL | 33128 | PC | BUILDING A UNIFIED SERVICE MODEL FOR YWCA SOUTH FLORIDA NEIGHBORHOODS | $1,772,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,721,271 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,729,110 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,067,882 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $38,915,128 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $70,712,120 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,712,120 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| FREDERICK A DELUCA 2010 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 1 | C/O CUMMINGS LOCKWOOD PO BOX 120 | STAMFORD | CT | 06904 | $556,511 | Yes (X) |
| FREDERICK A DELUCA 2011 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 2 | C/O CUMMINGS LOCKWOOD PO BOX 120 | STAMFORD | CT | 06904 | $2,812,596 | Yes (X) |
| FREDERICK A DELUCA 2012 CHARITABLE LEAD ANNUITY TRUST | ||||||
| 3 | C/O CUMMINGS LOCKWOOD PO BOX 120 | STAMFORD | CT | 06904 | $3,231,231 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $75,000 | Amt |
| Net Investment Income | $37,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,500 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| PARKER DEWEY LLC | ||||||||||
| 20 N WACKER SUITE 1000 | CHICAGO | IL | 60606 | 2022-10-15 | $908,325 | TO PROVIDE 2,500 MICRO-INTERNSHIPS TO A DIVERSE POPULATION OF COMMUNITY COLLEGE, UNIVERSITY, AND OTHER POST-SECONDARY STUDENTS TO UTILIZE THESE SHORT-TERM, PAID, PROFESSIONAL OPPORTUNITIES TO PURSUE HIGHER EDUCATION, INCREASE THEIR CAREER OPTIONS, FILL WORKFORCE GAPS IN THE COMMUNITY, AND DECREASE THE NEED FOR STUDENT LOANS. | $908,325 | TO THE KNOWLEDGE OF THE GRANTOR, THERE WAS NO DIVERSION OF FUNDS. | 04/29/2025 | 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. |
| PARKER DEWEY LLC | ||||||||||
| 20 N WACKER SUITE 1000 | CHICAGO | IL | 60606 | 2024-05-31 | $333,331 | TO PROVIDE MICRO-INTERNSHIPS TO A DIVERSE POPULATION OF COMMUNITY COLLEGE, UNIVERSITY, AND OTHER POST-SECONDARY STUDENTS TO UTILIZE THESE SHORT-TERM, PAID, PROFESSIONAL OPPORTUNITIES TO PURSUE HIGHER EDUCATION, INCREASE THEIR CAREER OPTIONS, FILL WORKFORCE GAPS IN THE COMMUNITY, AND DECREASE THE NEED FOR STUDENT LOANS. | $136,166 | TO THE KNOWLEDGE OF THE GRANTOR, THERE WAS NO DIVERSION OF FUNDS. | 3/31/2025 | 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. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND FUNDS | BondNm |
| EOY Book Value | $48,841,578 | EOYBookValueAmt |
| EOYFMV | $49,042,485 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EXCHANGE TRADED FUNDS | $172,759,315 | $206,565,601 |
| STOCK FUNDS | $193,100,827 | $202,785,857 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $11,888,626 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,427,180 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | AT COST | $5,599,653 | $9,116,974 |
| ARMADILLO LITIGATION FUNDING OFFSHORE PARTNERS LP | AT COST | $6,348,690 | $8,106,127 |
| ARMISTICE CAPITAL FUND LP | AT COST | $9,348,317 | $8,973,966 |
| BROOKFIELD TECHNOLOGY PARTNERS II | AT COST | $5,977,895 | $6,777,468 |
| BULLPEN CAPITAL V | AT COST | $2,537,515 | $3,351,719 |
| GENSTAR CAPITAL PARTNERS FUND X | AT COST | $8,370,426 | $9,797,527 |
| GENSTAR X AIV (A) LP | AT COST | $668,688 | $668,688 |
| GREENOAKS CAP. OPP. FUND III | AT COST | $3,948,052 | $6,885,767 |
| HILLHOUSE CAPITAL V | AT COST | $2,990,400 | $3,373,273 |
| IRRADIANT CLO PARTNERS FUND II, L.P. | AT COST | $4,721,321 | $4,868,911 |
| KHOSLA VENTURES SEED D LP | AT COST | $3,824,981 | $12,749,306 |
| KHOSLA VENTURES SEED E LP | AT COST | $2,372,597 | $3,486,083 |
| KHOSLA VENTURES VII LP | AT COST | $4,883,037 | $6,294,567 |
| LAURION CAPITAL LTD | AT COST | $576,249 | $581,011 |
| LLR EQUITY PATNERS INTL | AT COST | $23,461,804 | $27,061,425 |
| LMR ALPHA RATES TRADING FUND LTD | AT COST | $11,440,043 | $11,189,956 |
| OSSO MULTIFAMILY I LP | AT COST | $7,278,337 | $7,311,651 |
| PSG V-A AIV LP | AT COST | $1,099,724 | $0 |
| PSG V-A LP | AT COST | $6,745,974 | $10,922,708 |
| RA CAPITAL NEXUS FUND I | AT COST | $3,452,741 | $2,507,328 |
| RA CAPITAL NEXUS INTERNATIONAL FUND III, L.P. | AT COST | $7,000,000 | $7,197,219 |
| RA CAPITAL NEXUS INTERNATIONAL II | AT COST | $10,586,060 | $7,294,905 |
| SOMA OFFSHORE LTD | AT COST | $0 | $145,390 |
| THRIVE CAPITAL PARTNERS VII GROWTH LP | AT COST | $7,137,836 | $8,519,298 |
| THRIVE CAPITAL PARTNERS VII LP | AT COST | $1,830,561 | $2,464,353 |
| THRIVE CAPITAL PARTNERS VIII GROWTH LP | AT COST | $6,606,486 | $9,938,367 |
| THRIVE CAPITAL PARTNERS VIII LP | AT COST | $1,000,679 | $1,561,170 |
| TRUEBRIDGE DIRECT FUND II | AT COST | $6,944,288 | $9,956,138 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $67,573 | LegalFeesAmt |
| Net Investment Income | $33,787 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,787 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RECEIVABLE FROM ELISABETH C. DELUCA FOUNDATION | $304,485 | $296,619 | $296,619 |
| ACCRUED INCOME | $1,140,606 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NONDEDUCTIBLE EXPENSES FROM PASSTHROUGH | $291 | $0 | $0 |
| CUSTODY FEES | $635 | $635 | $0 |
| SERVICE FEES | $823,132 | $0 | $823,132 |
| INVESTMENT EXPENSES | $1,408,627 | $1,279,588 | $0 |
| OTHER EXPENSES | $602,351 | $602,351 | $0 |
| CONSULTING FEES | $58,035 | $0 | $58,035 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ARMISTICE CAPITAL OFFSHORE FUND | $7,489,130 | $7,489,130 | $7,489,130 |
| BROOKFIELD TECHNOLOGY PARTNERS II LP K-1 | -$3,046 | -$3,046 | -$3,046 |
| BTP II LOANPAL AIV II LP | $296 | $296 | $296 |
| LMR ALPHA RATES TRADING FUND | $1,002,698 | $1,002,698 | $1,002,698 |
| OCP ASIA FUND IV | $1,027,489 | $1,027,489 | $1,027,489 |
| OPTIMA GLOBAL TRADING FUND | $523,637 | $523,637 | $523,637 |
| OTHER INCOME | $1,821 | $1,821 | $1,821 |
| PSG V-A AIV LP K-1 | -$16 | -$16 | -$16 |
| PSG V-A LP K-1 | -$5 | $0 | -$5 |
| RA CAPITAL NEXUS INTERNATIONAL I | $838,542 | $838,542 | $838,542 |
| RA CAPITAL NEXUS INTERNATIONAL II | $4,686,060 | $4,686,060 | $4,686,060 |
| RA CAPITAL NEXUS INTERNATIONAL III | $1,500,000 | $1,500,000 | $1,500,000 |
| THRIVE CAPITAL PARTNERS VII, L.P. | -$41 | -$41 | -$41 |
| TRUEBRIDGE DIRECT FUND K-1 | $1,317 | $1,317 | $1,317 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES FROM K-1S | $48,689 | $48,689 | $0 |
| MANAGEMENT FEES FROM K-1S | $1,127,639 | $1,127,639 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $10,840 | $10,840 | $0 |
| 2024 ESTIMATED EXCISE TAX PAYMENTS | $370,000 | $0 | $0 |
| STATE TAXES | $28 | $28 | $0 |