DELUCA FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DELUCA FAMILY FOUNDATION INC (EIN 46-1591588)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202621319349102767
- Schema version
- 2025v4.1
- 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 Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T01:34:52-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200719318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephen Portas | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 405 | AddressLine1Txt |
| City | Basking Ridge | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461591588 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The DeLuca Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Ingrid DeLuca | InCareOfNm |
| Business Name Control | DELU | BusinessNameControlTxt |
| Phone | 9089539075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 SE Saint Lucie Blvd | AddressLine1Txt |
| City | Stuart | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ingrid DeLuca | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9089539075 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen E Portas | PreparerPersonNm |
| PTIN | P01332882 | PTIN |
| Phone | 5514276997 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,333,627 | 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 | $142,190 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $55 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $104,068 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,068 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $90,707 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,707 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $90,707 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $337,020 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $194,830 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,197 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,197 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $206 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $206 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,303 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,303 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $205,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $208,803 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,303 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $128,217 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $191,527 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $144,747 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $394,223 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $394,223 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,260,212 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,536,905 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,939,404 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,404,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,931,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,333,627 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,404,959 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,931,128 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,404,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,931,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,404,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,931,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,404,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $128,217 | ExcessRevenueOverExpensesAmt |
| Other Increases | $397,952 | OtherIncreasesAmt |
| Subtotal | $2,931,128 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,931,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $90,707 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,662 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,662 | SubtotalAmt |
| Tax Based On Investment Income | $2,662 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $111 | EsPenaltyAmt |
| Tax Due | $2,773 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | Ingrid DeLuca | IndividualWithBooksNm |
| Phone | 9178810676 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 SE Saint Lucie Blvd | AddressLine1Txt |
| City | Stuart | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2016 | UndistributedIncomePY1Yr |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Joseph DeLuca | ||||||
| 120 York Street Apt 314 | Jersey City | NJ | 07302 | Trustee | 005.00 | $0 |
| Ingrid DeLuca | ||||||
| 485 SE Saint Lucie Blvd | Stuart | FL | 34996 | President | 005.00 | $0 |
| Michael Caramico | ||||||
| 1127 Puddington Road | Mountainside | NJ | 07092 | Secretary Treasurer | 005.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Contributions to private schools and church | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,463,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $269,485 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,732,809 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,732,809 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,661,817 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $233,091 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $233,091 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,662 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,662 | TotalTaxAmt |
| Distributable Before Adj | $230,429 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $230,429 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $230,429 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $205,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $230,429 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $25,443 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,457 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $65,239 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $131,139 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $205,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $205,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $24,929 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,929 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $106,210 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $106,210 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $514 | ExcessFromYear4Amt |
| Excess From Year3 | $40,457 | ExcessFromYear3Amt |
| Excess From Year1 | $65,239 | ExcessFromYear1Amt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $205,500 | CurrentYearAmt |
| Year1 | $188,453 | Year1Amt |
| Year2 | $138,500 | Year2Amt |
| Year3 | $218,000 | Year3Amt |
| Total | $750,453 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $205,500 | CurrentYearAmt |
| Year1 | $188,453 | Year1Amt |
| Year2 | $138,500 | Year2Amt |
| Year3 | $218,000 | Year3Amt |
| Total | $750,453 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $155,394 | CurrentYearAmt |
| Year1 | $83,568 | Year1Amt |
| Year2 | $121,838 | Year2Amt |
| Year3 | $121,199 | Year3Amt |
| Total | $481,999 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Anthony DeLuca | ContributingManagerNm |
| Contributing Manager | Ingrid DeLuca | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Martin County Fire Fighters Ben Assoc | ||||||
| 4697 SE Dixie Highway | Stuart | FL | 34997 | PC | Charity | $1,000 |
| Bernardsville Fire & First Aid Company | ||||||
| 118 Mine Brook Road | Bernardsville | NJ | 07924 | PC | Charity | $2,500 |
| Our Lady of Perpetual Help Church | ||||||
| 111 Claremont Avenue | Bernardsville | NJ | 07924 | PC | Charity | $5,000 |
| Martin County PAL | ||||||
| 1284 SW 34th Street | Palm City | FL | 34990 | PC | Charity | $1,500 |
| Lyric Theater | ||||||
| 59 SW Flagler Ave | Stuart | FL | 34994 | PC | Charity | $5,000 |
| University of Notre Dame | ||||||
| Holy Cross Drive | Notre Dame | IN | 46556 | PC | Charity | $25,000 |
| Cleveland Clinic Foundation | ||||||
| 9500 Eucclid Avenue | Cleveland | OH | 44195 | PC | Charity | $34,000 |
| Jupiter Medical Center Foundation | ||||||
| 1210 S Olde Dixie Highway | Jupiter | FL | 33458 | PC | Charity | $15,000 |
| Humane Society of the Treasure Coast | ||||||
| 4100 Leighton Farm Avenue | Palm City | FL | 34990 | PC | Charity | $48,500 |
| Florida Oceanographic Society | ||||||
| 890 NE Ocean Blvd | Stuart | FL | 34996 | PC | Charity | $30,000 |
| Morristown Medical Center Foundation | ||||||
| 100 Madison Avenue | Morristown | NJ | 07960 | PC | Charity | $25,000 |
| Cleveland Clinic Martin Health Foundation | ||||||
| 200 SE Hospital Avenue | Stuart | FL | 34994 | PC | Charity | $2,000 |
| Save the Chimps Foundation | ||||||
| 16891 Carole Noon Lane | Fort Pierce | FL | 34945 | PC | Charity | $10,000 |
| Food Bank of NYC | ||||||
| 39 Broadway | New York | NY | 10013 | PC | Charity | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $55 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $104,068 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $90,707 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $194,830 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $194,830 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Anthony J DeLuca Charitable Lead Tr | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 485 SE Saint Lucie Blvd | AddressLine1Txt |
| City | Stuart | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34996 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $142,190 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax preparation fee | CategoryTxt |
| Amt | $900 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4850 shares of Morgan Stanley Co. | $90,525 | $861,021 |
| 9963 shares of Vanguard Dividend Growth Inv. | $184,349 | $327,285 |
| 291 shares of Vanguard Dividend Growth Inv. | $6,786 | $9,559 |
| 50 shares of InterDigital Inc. | $4,560 | $15,919 |
| 625 shares of Vanguard Dividend Growth Inv. | $14,311 | $20,531 |
| 1000 shares of FMC Corporation | $50,106 | $13,870 |
| 1550 shares of Interdigital Inc. | $118,498 | $493,489 |
| 951 shares of Vanguard Dividend Growth Inv. | $17,337 | $31,240 |
| 569 shares of Vanguard Dividend Growth Inv. | $17,093 | $18,692 |
| 2700 shares of QORVO Inc. | $96,883 | $228,177 |
| 375 shares of Vanguard Dividend Growth Inv. | $11,727 | $12,319 |
| 5000 shares of IShares Select Dividend | $590,000 | $705,700 |
| 10000 shares of Select Str Financial | $365,000 | $547,700 |
| 720 shares of Vanguard Dividend Growth Inv. | $21,154 | $23,652 |
| 5000 shares of Box Inc. | $92,472 | $149,550 |
| 2500 shares of Gilead Sciences Inc. | $154,750 | $306,850 |
| 817 shares of Vanguard Dividend Growth Inv. | $29,277 | $26,838 |
| 337 shares of Vanguard Dividnd Growth Inv. | $12,286 | $11,048 |
| 10000 shares of Geron Corp. | $31,000 | $13,200 |
| 203 shares of iShares Select Dividend | $22,709 | $28,651 |
| 192 shares of Select Str Financial | $6,463 | $10,520 |
| 15000 shares of Iovance Biotherapeutics | $118,050 | $40,950 |
| 1763 shares of Vanguard Dividend Growth | $64,467 | $57,920 |
| 198 shares of iShares Select Dividend | $25,300 | $27,898 |
| 159 shares of Select Str Financial | $7,044 | $8,732 |
| 2884 shares of Capital One Financial Corp. | $107,782 | $698,966 |
| 30000 shares of Geron Corp. | $55,500 | $39,600 |
| 25000 shares of Iovance Biotherapeutics | $79,700 | $68,250 |
| 3179 shares of Vanguard Dividend Growth Inv. | $106,096 | $104,435 |
| 206 shares of iShares Select Dividend | $28,191 | $29,081 |
| 142 shares of Select Str Financial | $7,489 | $7,761 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Florida state registration fee | $70 | $70 |
| Closure of NJ registration | $136 | $136 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain on investments | Desc |
| Amt | $397,952 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2024 Federal income tax | CategoryTxt |
| Amt | $2,197 | Amt |
| Net Investment Income | $2,197 | NetInvestmentIncomeAmt |