2025-11-13T16:53:53-06:00 2024-12-31 135565207 KPMG LLP 500 W 5TH ST STE 800 WINSTONSALEM NC 27101 990 2024-01-01 590226560 ALFRED I DUPONT CHARITABLE TRUST ALFR 9043949800 510 ALFRED DUPONT PLACE JACKSONVILLE FL 32202 THOMAS KUNTZ CHAIRMAN 9043949800 2025-10-31 1 1 BRIAN KEARNS P02061479 3362753394 2025-10-30 2024 2025-03-06 01:10:19Z THOMAS KUNTZ 510 ALFRED DUPONT PLACE JACKSONVILLE FL 32202 1786921478 0 X N/A X 2018 FL SUPPORT OF PEDIATRIC HEALTHCARE AT THE NEMOURS FOUNDATION 6 0 30 0 15646232 6176305 0 0 0 0 270650464 498778461 0 0 270650464 498778461 244376677 260183347 0 0 12449040 16043296 0 0 0 9309541 10991374 266135258 287218017 4515206 211560444 8268540328 8766443502 0 0 8268540328 8766443502 X THE ALFRED I. DUPONT CHARITABLE TRUST (THE "CHARITABLE TRUST") IS ONE OF AMERICA'S MOST GENEROUS SUPPORTERS OF PEDIATRIC HEALTHCARE. SINCE 1935, THE CHARITABLE TRUST HAS DISTRIBUTED $4.7 BILLION TO ITS PRIMARY BENEFICIARY, THE NEMOURS FOUNDATION, FOR THE CARE AND TREATMENT OF CHILDREN PRIMARILY IN DELAWARE AND FLORIDA, AND IT HAS HELPED HUNDREDS OF THOUSANDS OF SICK CHILDREN FIND HEALTH AND NEW HOPE FOR THE FUTURE, REGARDLESS OF ABILITY TO PAY. 0 0 276226643 260183347 498778461 SEE SCHEDULE O 276226643 1 0 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 X 52 0 1 30 1 1 1 1 CJ GK MP SN UK 0 0 0 0 0 0 0 0 1 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X KARA RILEY COO 9043949800 510 ALFRED DUPONT PLACE JACKSONVILLE FL 32202 HUGH M DURDEN CHAIRMAN 10.00 4.00 X X 173368 0 0 TERRI L KELLY TRUSTEE 10.00 0.00 X 165006 0 0 TIMOTHY P COST TRUSTEE 10.00 1.00 X 65707 0 0 THOMAS G KUNTZ TRUSTEE 10.00 0.00 X 156572 0 0 GEOFFREY M ROGERS TRUSTEE 10.00 0.00 X 156559 0 0 ROBERT G RINEY TRUSTEE 9.00 0.00 X 154360 0 0 DAVID D GONINO PRESIDENT/CIO 40.00 0.00 X 3401588 0 36779 TRAVIS K ANGEVINE PRESIDENT/CIO 40.00 0.00 X 1672013 0 621305 KARA P RILEY CHIEF OPERATING OFFICER 40.00 0.00 X 908737 0 401675 JAMES T KIRK GENERAL COUNSEL 40.00 0.00 X 458095 0 45105 CHRISTINA R MANASCO ASSISTANT SECRETARY 40.00 0.00 X 107953 0 22713 CHARLES D HENDRIX MANAGING DIR OF PRIVATE MK 40.00 0.00 X 1304545 0 402254 SEAN A KELLY MANAGING DIR OF PRIVATE MK 40.00 0.00 X 783274 0 259360 CHAD MYHRE MANAGING DIR OF PUBLIC MK 40.00 0.00 X 388574 0 279366 HOLDEN B HARRELL ASST DIR OF PUBLIC MKT 40.00 0.00 X 356737 0 49878 WHITNEY A SKOGLUND DIR OF ACCT AND TAX 40.00 0.00 X 289953 0 42354 10543041 0 2160789 26 0 1 0 THE NORTHERN TRUST COMPANY 50 SOUTH LASALLE STREET CHICAGO IL 60603 INVESTMENT CUSTODY & MANAGEMENT SERVICES 1144790 FOLEY & LARDNER LLP ONE INDEPENDENT DRIVE STE 1300 JACKSONVILLE FL 32202 LEGAL SERVICES 551332 KPMG LLP DEPT 0608 PO BOX 120608 DALLAS TX 75312 AUDIT AND TAX SERVICES 382012 DODGE & COX 555 CALIFORNIA ST 40TH FLOOR SAN FRANCISCO CA 94104 INVESTMENT MANAGEMENT SERVICES 340809 THE BURGISS GROUP LLC 250 GREENWICH ST 7 WORLD TRADE CEN NEW YORK NY 10007 DATA AND ANALYTICS SERVICES 272010 27 95379648 79733416 15646232 877737645 813804185 785419324 502723693 92318321 311080492 403398813 403398813 498778461 483132229 15646232 0 260183347 260183347 6638487 6638487 5682924 5682924 2536416 2536416 709949 709949 475520 475520 676751 676751 382731 382731 10000 10000 4953762 4953762 719008 719008 119159 119159 428237 428237 874609 874609 420982 420982 196338 196338 594864 594864 147786 147786 OTHER EXPENSES 1467147 1467147 287218017 276226643 10991374 0 115979037 421356248 24355805 9523110 15250201 14832695 2194470711 2158580873 5942840379 6171673686 8268540328 8766443502 0 0 X 0 0 0 0 0 0 8268540328 8766443502 8268540328 8766443502 211560444 286342730 0 X 0 1 X 1 0 X X X 1 THE NEMOURS FOUNDATION 590634433 3 1 260183347 0 1 260183347 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, PART IV, SECTION C, LINE 1 ALFRED I. DUPONT CHARITABLE TRUST QUALIFIES AS A TYPE II SUPPORTING ORGANIZATION, AS DEFINED IN IRC CODE SECTION 509(A)(3)(B)(II), BASED ON THE COMMON CONTROL OF THE CHARITABLE TRUST AND THE NEMOURS FOUNDATION BY THE INDIVIDUALS WHO SERVE AS TRUSTEES OF THE CHARITABLE TRUST. THE COMMON CONTROL REQUIREMENT IS SATISFIED IN THIS CASE. THE CHARITABLE TRUST IS GOVERNED BY SIX TRUSTEES. THE NEMOURS FOUNDATION IS A MEMBERSHIP CORPORATION, AND ITS GOVERNING DOCUMENTS DESIGNATE THE TRUSTEES OF THE CHARITABLE TRUST AS ITS SOLE MEMBERS. THE NEMOURS FOUNDATION ALSO HAS A BOARD OF DIRECTORS WHO OVERSEE ITS DAY-TO-DAY ACTIVITIES, BUT THOSE DIRECTORS ARE APPOINTED BY THE MEMBERS. THE COMMON CONTROL ASSURES THAT THE CHARITABLE TRUST WILL BE "SUPERVISED OR CONTROLLED IN CONNECTION WITH" THE NEMOURS FOUNDATION, AND THEREFORE WILL QUALIFY AS A TYPE II SUPPORTING ORGANIZATION UNDER CODE SECTION 509(A)(3)(B)(II) AND TREAS. REG. SECTION 1.509(A)-4(H). 0 0 0 0 0 0 1 10000 0 0 10000 0 PART II-B, LINE 1: RETAINED LOBBYING FIRM TO ADVOCATE FOR AMENDMENTS TO THE FLORIDA TRUST CODE. 323345838 33519972 33909377 16808706 204404 373762077 276472301 31659934 30827555 15474597 139355 323345838 296151738 13233799 -19384974 13196904 331358 276472301 266295711 7261140 36100619 13300185 205547 296151738 249508774 6734086 22659042 12431024 175167 266295711 0 0 3335457 3335457 18417905 7359202 11058703 2602443 2163908 438535 14832695 INVESTMENTS IN PARTNERSHIPS 6171673686 F 6171673686 X 785121191 286342730 286342730 498778461 0 498778461 287218017 0 287218017 0 287218017 SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS THE NEMOURS FOUNDATION, A RELATED ENTITY TO ALFRED I. DUPONT CHARITABLE TRUST, HAS ENDOWMENTS THAT HAVE BEEN ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING PEDIATRIC HEALTH CARE, OPHTHALMOLOGY, ORTHOPEDIC, DENTAL AND RESEARCH THAT ARE MANAGED BY THE ALFRED I. DUPONT CHARITABLE TRUST. SCHEDULE D, PART X, LINE 2 THE TRUST IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) AND IS ALSO EXEMPT FROM STATE INCOME TAXES. HOWEVER, THE TRUST IS SUBJECT TO CURRENT FEDERAL AND STATE UNRELATED BUSINESS INCOME TAX, IN CONNECTION WITH CERTAIN OF ITS LIMITED PARTNERSHIP INTERESTS. MANAGEMENT BELIEVES THAT THE TAX EXPOSURE RELATED TO UNRELATED BUSINESS INCOME GENERATED BY THE TRUST IS NOT MATERIAL TO THE FINANCIAL STATEMENTS. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 2 PROGRAM SERVICES INVESTMENT MANAGMENT 1177774 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 1 PROGRAM SERVICES INVESTMENT MANAGEMENT 1967383 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 2 PROGRAM SERVICES INVESTMENT CONSULTING 33000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM INVESTMENTS 848675451 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES INVESTMENTS 175190397 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, INVESTMENTS 1157140114 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, INVESTMENTS 125057141 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, INVESTMENTS 260005231 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENTS 5949753 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, INVESTMENTS 50473837 MIDDLE EAST & NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT INVESTMENTS 33222272 RUSSIA AND NEIGHBORING STATES - ARMENIA, AZERBIJAN, BELARUS INVESTMENTS 4326884 0 5 0 0 0 5 2569246491 93972746 2663219237 1 0 1 1 1 1 1 THE NEMOURS FOUNDATION 10140 CENTURION PARKWAY NORTH JACKSONVILLE FL 32256 590634433 501 (C)(3) 260183347 0 PEDIATRIC HEALTHCARE 1 PART I, LINE 2: THE CHARITABLE TRUST DISTRIBUTES 3% OF ITS NET ASSET VALUE EACH YEAR TO THE NEMOURS FOUNDATION. THE NEMOURS FOUNDATION PROVIDES TREATMENT FOR OVER 544,000 SICK CHILDREN EACH YEAR AND OPERATES IN DELAWARE, FLORIDA, GEORGIA, MARYLAND, NEW JERSEY, AND PENNSYLVANIA. THE TRUSTEES OF THE CHARITABLE TRUST, AS MEMBERS OF THE NEMOURS FOUNDATION, EVALUATE THE PERFORMANCE OF NEMOURS AND THE EFFECTIVENESS OF THE NEMOURS BOARD OF DIRECTORS IN MANAGING THE AFFAIRS OF THE FOUNDATION, BOTH COLLECTIVELY AND INDIVIDUALLY. X X X X 1 1 X X X X 0 1 0 0 0 0 0 1 0 DAVID D GONINO PRESIDENT/CIO 152204 0 2687499 0 561885 0 0 0 36779 0 3438367 0 446089 0 TRAVIS K ANGEVINE PRESIDENT/CIO 751868 0 876767 0 43378 0 568417 0 52888 0 2293318 0 451265 0 CHARLES D HENDRIX MANAGING DIR OF PRIVATE MK 489235 0 774310 0 41000 0 351871 0 50383 0 1706799 0 419270 0 KARA P RILEY CHIEF OPERATING OFFICER 455979 0 417153 0 35605 0 354187 0 47488 0 1310412 0 234754 0 SEAN A KELLY MANAGING DIR OF PRIVATE MK 394636 0 385766 0 2872 0 205569 0 53791 0 1042634 0 183971 0 CHAD MYHRE MANAGING DIR OF PUBLIC MK 388254 0 0 0 320 0 251847 0 27519 0 667940 0 0 0 JAMES T KIRK GENERAL COUNSEL 316323 0 138995 0 2777 0 0 0 45105 0 503200 0 0 0 HOLDEN B HARRELL ASST DIR OF PUBLIC MKT 189607 0 165000 0 2130 0 0 0 49878 0 406615 0 0 0 WHITNEY A SKOGLUND DIR OF ACCT AND TAX 201098 0 86145 0 2710 0 0 0 42354 0 332307 0 0 0 HUGH M DURDEN CHAIRMAN 144402 0 0 0 28966 0 0 0 0 0 173368 0 0 0 TERRI L KELLY TRUSTEE 131275 0 0 0 33731 0 0 0 0 0 165006 0 0 0 THOMAS G KUNTZ TRUSTEE 131275 0 0 0 25297 0 0 0 0 0 156572 0 0 0 GEOFFREY M ROGERS TRUSTEE 131275 0 0 0 25284 0 0 0 0 0 156559 0 0 0 ROBERT G RINEY TRUSTEE 131275 0 0 0 23085 0 0 0 0 0 154360 0 0 0 PART I, LINE 1A UNDER CERTAIN CIRCUMSTANCES, FIRST CLASS TRAVEL IS ALLOWABLE WHEN THE TRAVEL QUALIFIES FOR BUSINESS CLASS TRAVEL BUT THE FLIGHT DOES NOT OFFER BUSINESS CLASS. GENERALLY, COACH OR LOWER PROMOTIONAL FARES ARE THE ONLY CLASSES OF TRAVEL AVAILABLE TO TRUST EMPLOYEES. BUSINESS CLASS FARES ARE ALLOWABLE FOR ALL TRUSTEE TRAVEL AND ALLOWABLE FOR TRUST EMPLOYEES WHEN THE ORIGIN AND/OR DESTINATION ARE OUTSIDE THE CONTINENTAL UNITED STATES, WHEN AN OVERNIGHT OR "RED-EYE" FLIGHT EXCEEDS 5 HOURS, WHEN NO SPACE IS AVAILABLE IN COACH CLASS ACCOMMODATIONS IN TIME TO ACCOMPLISH THE BUSINESS TRAVEL WHICH IS URGENT AND CANNOT BE POSTPONED, AND WHEN THE USE OF BUSINESS CLASS ACCOMMODATIONS IS NECESSARY TO MEET THE TRAVELER'S DISABILITY OR OTHER SPECIAL NEEDS AS SUBSTANTIATED IN WRITING BY A COMPETENT MEDICAL AUTHORITY. PART I, LINE 4B: THE CHARITABLE TRUST MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") FOR A SELECT GROUP OF MANAGEMENT AND HIGHLY COMPENSATED EMPLOYEES AS DETERMINED BY THE TRUSTEES. THE SERP WAS ADOPTED IN ORDER TO PROVIDE CERTAIN EMPLOYEES WITH NONQUALIFIED DEFERRED COMPENSATION BENEFITS SUBJECT TO IRC SECTION 457(F) IN RECOGNITION OF THE SERVICES THEY PROVIDE. THE CHARITABLE TRUST MAKES DISCRETIONARY CONTRIBUTIONS TO THE PLAN AND MAY AMEND OR TERMINATE THE PLAN AT ANY TIME. $446,089 OF VESTED SERP WAS DISTRIBUTED TO DAVID D. GONINO, $32,060 TO KARA P. RILEY, $38,248 TO TRAVIS K. ANGEVINE, AND $35,870 TO CHARLES D. HENDRIX DURING 2024. PART I, LINE 7: CERTAIN EMPLOYEES OF THE CHARITABLE TRUST ARE ELIGIBLE FOR INCENTIVE COMPENSATION. THIS COMPENSATION IS BASED ON QUALITATIVE AND QUANTITATIVE ORGANIZATIONAL GOALS AND THE ACHIEVEMENT OF SUCH GOALS BY THE ORGANIZATION. OVERALL COMPENSATION IS WITHIN PARAMETERS DETERMINED BY THE CHARITABLE TRUST'S INDEPENDENT COMPENSATION CONSULTANT AND REFLECTS COMPENSATION LEVELS AMONG FOUNDATIONS AND ENDOWMENTS OF ORGANIZATIONS THAT ARE COMPARABLE TO THE CHARITABLE TRUST IN ASSET VALUE. FORM 990, PART III, LINE 4A THE CHARITABLE TRUST WAS ORIGINALLY CREATED UPON THE DEATH OF ALFRED I. DUPONT IN 1935 AS A TESTAMENTARY TRUST, PRIMARILY TO ADVANCE HIS CHARITABLE OBJECTIVES TO PROVIDE MEDICAL SERVICES TO CHILDREN, AND TO CARE FOR THE ELDERLY. IN A CODICIL TO HIS WILL, MR. DUPONT STATED, " ... IT HAS BEEN MY FIRM CONVICTION THROUGHOUT LIFE THAT IT IS THE DUTY OF EVERYONE IN THIS WORLD TO DO WHAT IS WITHIN HIS POWER TO ALLEVIATE HUMAN SUFFERING ... " TRUE TO THIS CREDO, MR. DUPONT'S WILL DIRECTED HIS TRUSTEES TO CREATE THE NEMOURS FOUNDATION AS A NON-PROFIT, CHARITABLE CORPORATION UNDER THE LAWS OF FLORIDA. THE NEMOURS FOUNDATION IS THE PRINCIPAL BENEFICIARY OF THE CHARITABLE TRUST, WHICH QUALIFIES AS A TYPE II SUPPORTING ORGANIZATION, AS DEFINED IN IRC CODE SECTION 509(A)(3)(B)(II), BASED ON THE COMMON CONTROL OF THE CHARITABLE TRUST AND THE NEMOURS FOUNDATION BY THE INDIVIDUALS WHO SERVE AS TRUSTEES OF THE CHARITABLE TRUST. THE TRUSTEES OF THE CHARITABLE TRUST, AS MEMBERS OF THE NEMOURS FOUNDATION, EVALUATE THE PERFORMANCE OF NEMOURS AND THE EFFECTIVENESS OF THE NEMOURS BOARD OF DIRECTORS IN MANAGING THE AFFAIRS OF THE FOUNDATION, BOTH COLLECTIVELY AND INDIVIDUALLY. THE NEMOURS FOUNDATION OPERATES AND MANAGES NEMOURS CHILDREN'S HEALTH, ONE OF THE LARGEST INTEGRATED CHILDREN'S HEALTH SYSTEMS IN THE U.S. IT PROVIDES PEDIATRIC PRIMARY, URGENT, AND SPECIALTY CARE; ADVOCATES FOR CHILDREN'S HEALTH THROUGH COMMUNITY RESOURCES AND SUPPORT; AND CONDUCTS RESEARCH TO ADVANCE TREATMENTS. NEMOURS CHILDREN'S HEALTH OPERATES IN SIX STATES: DELAWARE, FLORIDA, GEORGIA, MARYLAND, NEW JERSEY, AND PENNSYLVANIA. FACILITIES INCLUDE 2 FREESTANDING CHILDREN'S HOSPITALS, 71 PRIMARY, URGENT, AND SPECIALTY CARE LOCATIONS, AND 20 COLLABORATING HOSPITALS. FORM 990, PART VI, SECTION B, LINE 11B DURING 2025 SUBSEQUENT TO MANAGEMENT'S REVIEW, A DRAFT OF THE 2024 FORM 990 WAS DISTRIBUTED BY MANAGEMENT TO THE TRUSTEES PRIOR TO THE SCHEDULED TRUSTEES MEETING. MANAGEMENT PRESENTED AN OVERVIEW OF FORM 990 TO THE TRUSTEES AND GAVE THE TRUSTEES AN OPPORTUNITY TO PROVIDE COMMENTS AND QUESTIONS WITH RESPECT TO THE DRAFT. BASED ON THE FEEDBACK PROVIDED FROM THE TRUSTEES, MANAGEMENT UPDATED THE DRAFT FORM 990. UPON FINALIZATION OF THE RETURN, MANAGEMENT PROVIDED A FINAL COPY OF THE RETURN VIA E-MAIL TO THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE CHARITABLE TRUST HAS ESTABLISHED A CONFLICT OF INTEREST POLICY WHICH HAS BEEN REVIEWED AND APPROVED BY THE TRUSTEES. THE CHARITABLE TRUST IS COMMITTED TO THE BELIEF THAT SOUND BUSINESS PRACTICES START WITH AN ABSOLUTE COMMITMENT FROM EACH TRUSTEE AND EMPLOYEE TO ACT ETHICALLY IN CARRYING OUT THE CHARITABLE TRUST BUSINESS, AND TO COMPLY WITH THE LAWS AND REGULATIONS THAT IMPACT ITS BUSINESS, THUS THE CHARITABLE TRUST'S EMPLOYEES AND TRUSTEES MUST AVOID PARTICIPATING IN ACTIVITIES THAT CREATE OR APPEAR TO CREATE A CONFLICT OF INTEREST. THE CHARITABLE TRUST HAS SPECIFICALLY IDENTIFIED THE FOLLOWING AREAS IN ITS POLICY TO BE POTENTIAL CONFLICTS OF INTEREST: FINANCIAL INTEREST, OUTSIDE EMPLOYMENT, ACCEPTANCE OF GIFTS, GRATUITIES, BUSINESS COURTESIES, TRAVEL, LODGING AND ENTERTAINMENT, MISUSE OF RESOURCES OR ASSETS, PERSONAL GAIN USING UNDUE INFLUENCE, DIRECT DEALINGS WITH VENDORS, USE OF CONFIDENTIAL INFORMATION, AND AN INDIVIDUAL'S SUPPORT OF POLITICAL CAUSES. THE CHARITABLE TRUST'S POLICY REQUIRES ALL TRUSTEES AND ALL EMPLOYEES TO DISCLOSE PARTICIPATION IN ACTIVITIES OR CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST ON AN ANNUAL BASIS OR IF AT ANY TIME SUCH INDIVIDUAL BECOMES AWARE OF CIRCUMSTANCES THAT MAY PRESENT A CONFLICT OF INTEREST. THESE DISCLOSURES ARE REVIEWED BY THE AUDIT COMMITTEE AS NECESSARY. FORM 990, PART VI, SECTION B, LINE 15 THE CHARITABLE TRUST, WHICH SETS THE COMPENSATION FOR THE OFFICERS AND THE HIGHLY COMPENSATED EMPLOYEES, UTILIZES COMPENSATION SURVEYS FROM ITS INDEPENDENT COMPENSATION CONSULTANT. THESE SURVEYS REFLECT COMPENSATION LEVELS AMONG FOUNDATIONS AND ENDOWMENTS OF ORGANIZATIONS THAT ARE COMPARABLE TO THE CHARITABLE TRUST IN ASSET VALUE. THESE INDEPENDENT SURVEYS WERE USED TO HELP ESTABLISH COMPENSATION LEVELS FOR THE STAFF POSITIONS WITH A HIGH LEVEL OF RESPONSIBILITY. PERSONS HOLDING THESE POSITIONS ARE NOT MEMBERS OF THE CHARITABLE TRUST'S GOVERNING BODY. THE COMPENSATION PAID TO THE TRUSTEES IS FIXED BY ORDER OF THE CIRCUIT COURT FOR THE FOURTH JUDICIAL DISTRICT OF DUVAL COUNTY, FLORIDA, WHICH HAS JURISDICTION OVER THE TRUST. THE COURT APPROVES THE TRUSTEE COMPENSATION AFTER REVIEWING A COMPENSATION STUDY PREPARED BY AN OUTSIDE INDEPENDENT EXPERT, SUCH AS A MAJOR NATIONAL CONSULTING FIRM. THE COURT ORDER SETTING THE CURRENT COMPENSATION WAS ISSUED ON AUGUST 28, 2002, SUBJECT TO PERIODIC ADJUSTMENTS. VARIATIONS IN TRUSTEE COMPENSATION OCCUR BECAUSE (1) PURSUANT TO COURT ORDER, A TRUSTEE WHO SERVES AS CHAIRMAN OF THE TRUST (CURRENTLY, MR. DURDEN) RECEIVES AN ADDITIONAL 10% BASE COMPENSATION OVER THAT OF THE OTHER TRUSTEES, AND (2) THE TRUSTEES DIFFER IN THE EXTENT TO WHICH THEY UTILIZE THE HEALTH INSURANCE AND RELATED FRINGE BENEFITS OFFERED BY THE TRUST. FORM 990, PART VI, SECTION C, LINE 19 THE CHARITABLE TRUST'S FORM 990 IS BASED ON THE INDEPENDENTLY AUDITED FINANCIAL STATEMENTS OF THE ORGANIZATION, IS OPEN FOR PUBLIC INSPECTION, AND PROVIDES SIGNIFICANT INFORMATION ABOUT THE ORGANIZATION'S GOVERNANCE AND CONFLICT OF INTEREST POLICY COMPLIANCE. THE CHARITABLE TRUST'S ORGANIZING DOCUMENTS AND CONFLICT OF INTEREST STATEMENTS ARE INCLUDED IN ITS FORM 1023 APPLICATION FOR EXEMPTION, WHICH IS AVAILABLE FOR PUBLIC INSPECTION. SIMILARLY, THE CHARITABLE TRUST'S FORM 990, WHICH IS AVAILABLE FOR PUBLIC INSPECTION, IS BASED ON ITS FINANCIAL STATEMENTS. AS SUCH, THE CHARITABLE TRUST DOES NOT MAKE THESE DOCUMENTS SEPARATELY AVAILABLE TO THE PUBLIC. AIDTT LLC 510 ALFRED DUPONT PLACE JACKSONVILLE FL 32202 208865790 REAL ESTATE HOLDING FL 14832695 AIDCT SWAMP HALL LLC 510 ALFRED DUPONT PLACE JACKSONVILLE FL 32202 832000837 INVESTMENTS DE 3181971 AIDCT THE NEMOURS FOUNDATION (NEMOURS) 10140 CENTURION PARKWAY NORTH JACKSONVILLE FL 32256 590634433 HEALTHCARE FL 501(C)(3) LINE 3 A I DUPONT CHARITABLE TRUST 1 ALFRED I DUPONT TRUST UA 510 ALFRED DUPONT PLACE JACKSONVILLE FL 32202 596122734 FOUNDATION FL 501(C)(3) PF A I DUPONT CHARITABLE TRUST 1 CRUDEN BAY RISK RETENTION GROUP INC 135 ALLEN BROOK LANE SUITE 101 WILLISTON VT 05495 270057453 RISK RETENTION VT 501(C)(3) LINE 12A, I THE NEMOURS FOUNDATION 0 PEDIATRIC MEDICAL SERVICES OF FLORIDA INC 10140 CENTURION PARKWAY JACKSONVILLE FL 32256 453584225 HEALTHCARE FL 501(C)(3) LINE 10 THE NEMOURS FOUNDATION 0 NEMOURS NEW JERSEY PHYSICIAN PRACTICE 1801 ROCKLAND ROAD WILMINGTON DE 19803 463160718 HEALTHCARE NJ 501(C)(3) LINE 10 THE NEMOURS FOUNDATION 0 BLUE OWL AIF CO-INVESTMENT FUND LP 399 PARK AVE 37TH FLOOR NEW YORK NY 10022 932752137 INVESTMENTS DE A I DUPONT CHARITABLE TRUST INVES-EXCLUDED 3290537 34736980 0 0 0.52770 DENDUR OPPORTUNITY FUND II LP 250 W 55TH STREET 26TH FLOOR NEW YORK NY 10019 874598922 INVESTMENTS DE A I DUPONT CHARITABLE TRUST INVES-EXCLUDED 3536048 18536048 0 0 0.54740 JMK MK SIDE CAR LP 20 FERNWOOD ROAD SUMMIT NJ 07901 832986453 INVESTMENTS DE A I DUPONT CHARITABLE TRUST INVES-EXCLUDED -32386 2886192 0 0 0.75780 PARSIFAL CO-INVEST I LP 1 FAWCETT PLACE SUITE 130 GREENWICH CT 06830 861249891 INVESTMENTS DE A I DUPONT CHARITABLE TRUST INVES-EXCLUDED 11606276 45623180 0 0 0.51170 SABAL FUND LP 75 STATE STEET 31ST FLOOR BOSTON MA 02109 820646769 INVESTMENTS DE A I DUPONT CHARITABLE TRUST INVES-EXCLUDED 1678291 76678291 0 0 0.95900 SPRINTS FLINT LP EAST WING TRAFALGAR COURT LES BANQUES ST PETER PORT GK GYI 3PP INVESTMENTS GK A I DUPONT CHARITABLE TRUST INVES-EXCLUDED -14851 5069505 0 0 0.60130 NEUBERGER BERMAN SHORT DUR EMRGNG MKT DEBT FUND LLC 190 S LASALLE ST STE 2400 CHICAGO IL 60603 472100194 INVESTMENTS DE THE NEMOURS FOUNDATION INVES-EXCLUDED 0 0 DORNOCH-SUTHERLAND ASSURANCE LTD PO BOX 1085 GRAND CAYMAN CJ KY1-1102 980404800 CAPTIVE INSURANCE CJ THE NEMOURS FOUNDATION C 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 THE NEMOURS FOUNDATION B 260183347 TRUST AGREEMENT THE NEMOURS FOUNDATION P 832606 REIMBURSED EXP.