-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
THE FREDERICK A DELUCA FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
500 EAST BROWARD BLVD STE 2300
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT LAUDERDALE
,
FL
33394
A Employer identification number
65-0755554
B
Telephone number (see instructions)
(954) 495-2309
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
697,734,794
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
148,631,294
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
12,823,207
12,823,207
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
16,926,206
b
Gross sales price for all assets on line 6a
173,323,146
7
Capital gain net income (from Part IV, line 2)
...
16,926,206
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
176
176
12
Total.
Add lines 1 through 11
........
178,380,883
29,749,589
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
60,107
30,053
30,053
b
Accounting fees (attach schedule)
.......
45,537
22,769
22,769
c
Other professional fees (attach schedule)
....
1,753,724
1,517,802
235,922
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
953,766
283,766
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
290,834
268,757
22,077
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
3,103,968
2,123,147
310,821
25
Contributions, gifts, grants paid
.......
17,271,021
17,271,021
26
Total expenses and disbursements.
Add lines 24 and 25
20,374,989
2,123,147
17,581,842
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
158,005,894
b
Net investment income
(if negative, enter -0-)
27,626,442
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
65,197
6,659
6,659
2
Savings and temporary cash investments
.........
56,517,420
73,701,475
73,754,699
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
3,662,864
5,403,029
5,644,989
b
Investments—corporate stock (attach schedule)
.......
272,082,711
387,948,431
484,681,179
c
Investments—corporate bonds (attach schedule)
.......
77,735,954
90,234,795
90,705,789
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
31,557,236
42,662,518
42,765,498
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
411,636
175,981
175,981
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
442,033,018
600,132,888
697,734,794
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
93,976
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
93,976
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
1,953,095
1,953,095
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
440,079,923
598,085,817
29
Total net assets or fund balances
(see instructions)
.....
442,033,018
600,038,912
30
Total liabilities and net assets/fund balances
(see instructions)
.
442,033,018
600,132,888
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
442,033,018
2
Enter amount from Part I, line 27a
.....................
2
158,005,894
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
600,038,912
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
600,038,912
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PUBLICLY TRADED SECURITIES
b
PUBLICLY TRADED SECURITIES
c
CAPITAL GAINS DIVIDENDS
P
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
114,424,426
98,419,692
16,004,734
b
57,844,070
57,977,248
-133,178
c
1,054,650
1,054,650
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
16,004,734
b
-133,178
c
1,054,650
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
16,926,206
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
11,762,040
352,699,866
0.033349
2017
7,342,147
234,323,161
0.031333
2016
4,020,438
180,615,598
0.022260
2015
185,625
63,007,955
0.002946
2014
286,266
1,867,002
0.153329
2
Total
of line 1, column (d)
.....................
2
0.243217
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.048643
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
484,736,843
5
Multiply line 4 by line 3
......................
5
23,579,054
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
276,264
7
Add lines 5 and 6
........................
7
23,855,318
8
Enter qualifying distributions from Part XII, line 4
,.............
8
17,581,842
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
552,529
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
552,529
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
552,529
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
637,490
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
100,000
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
737,490
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
184,961
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
184,961
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
FL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
THE FOUNDATION
Telephone no.
(954) 495-2309
Located at
500 EAST BROWARD BLVD STE 2300
FORT LAUDERDALE
FL
ZIP+4
33394
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
ELISABETH DELUCA
PRESIDENT
5.00
0
0
0
500 EAST BROWARD BLVD STE 2300
FORT LAUDERDALE
,
FL
33394
JONATHAN DELUCA
SECRETARY/TREASURER
1.00
0
0
0
500 EAST BROWARD BLVD STE 2300
FORT LAUDERDALE
,
FL
33394
SUZANNE V GRECO
DIRECTOR
0.25
0
0
0
500 EAST BROWARD BLVD STE 2300
FORT LAUDERDALE
,
FL
33394
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
US TRUST
INVESTMENT MANAGEMENT
782,657
114 WEST 47TH STREET NY8-114-07-07
NEW YORK
,
NY
100361510
FORBES FAMILY TRUST
INVESTMENT MANAGEMENT
514,845
767 5TH AVE 6TH FLOOR
NEW YORK
,
NY
10153
ROCKRIDGE CAPITAL HOLDINGS LLC
PROFESSIONAL SERVICES
193,937
500 EAST BROWARD BLVD SUITE 2300
FORT LAUDERDALE
,
FL
33394
CUMMINGS & LOCKWOOD LLC
LEGAL
60,107
PO BOX 120
STAMFORD
,
CT
069040120
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
476,616,104
b
Average of monthly cash balances
.......................
1b
15,502,518
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
492,118,622
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
492,118,622
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
7,381,779
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
484,736,843
6
Minimum investment return.
Enter 5% of line 5
..................
6
24,236,842
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
24,236,842
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
552,529
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
552,529
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
23,684,313
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
23,684,313
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
23,684,313
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
17,581,842
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
17,581,842
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
17,581,842
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
23,684,313
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
16,679,915
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
17,581,842
a
Applied to 2018, but not more than line 2a
16,679,915
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
901,927
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
22,782,386
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
ELISABETH DELUCA
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ALL FLORIDA YOUTH ORCHESTRA
1708 N 40TH AVE
HOLLYWOOD
,
FL
330214848
PC
STEPS
205,446
SOS CHILDREN'S VILLAGES OF FLORIDA INC
3681 NW 59TH PL
COCONUT CREEK
,
FL
330734141
PC
NEXT STEPS
150,000
SHUBERT NEW HAVEN
247 COLLEGE STREET
NEW HAVEN
,
CT
06510
PC
ARTS EDUCATION PROGRAMS
50,000
SCHOLARSHIP AMERICA INC
1 SCHOLARSHIP WAY
ST PETER
,
MN
560821693
PC
TO SUPPORT THE SUBWAY FRESH START SCHOLARSHIP PROGRAM
670,200
PLACE OF HOPE INC
9078 ISAIAH LN
WEST PALM BCH
,
FL
334184637
PC
LANE EDUCATION AND ENRICHMENT CENTER
350,000
PERFORMING ARTS CENTER TRUST INC
1300 BISCAYNE BLVD
MIAMI
,
FL
331321608
PC
ARSHT CENTER EDUCATION & WORKFORCE INITIATIVES
500,000
PALM BEACH SYMPHONY
400 HIBISCUS STREET NO 100
WEST PALM BEACH
,
FL
334015822
PC
CHILDREN'S CONCERT SERIES: ONE SMALL STEP; IN-SCHOOL ENSEMBLE PERFORMANCES; INSTRUMENT DONATION PROGRAM
186,513
ORANGE HISTORICAL SOCIETY
PO BOX 784
ORANGE
,
CT
06477
PC
GENERAL OPERATING SUPPORT
10,000
NU DECO ENSEMBLE INC
2100 BISCAYNE BLVD
MIAMI
,
FL
331274120
PC
NU DECO ACCESS
90,000
NU DECO ENSEMBLE INC
2100 BISCAYNE BLVD
MIAMI
,
FL
331274120
PC
NU DECO IMAGINATION CONCERT SERIES & IN SCHOOL PRESENTATIONS
90,000
SOUTH FLORIDA CHAMBER ENSEMBLE INC
6011 NW 68TH ST
PARKLAND
,
FL
330674508
PC
QUATRO-SUMMER ARTS ENRICHMENT FOR YOUTH & ILUMA ARTS ENRICHMENT FOR SENIORS
23,166
NOVA SOUTHEASTERN UNIVERSITY
3301 COLLEGE AVE
DAVIE
,
FL
333147721
PC
CARIBBEAN DIASPORA HEALTHY NUTRITION OUTREACH PROJECT (CDHNOP)
25,000
NATIONAL LAW ENFORCEMENT AND FIREFIGHTERS CHILDRENS FOUNDATION
38 EAST 32ND STREET
NEW YORK
,
NY
100165507
PC
SCHOLARSHIPS FOR CHILDREN OF FIRST RESPONDERS
1,000
NATIONAL ITALIAN AMERICAN FOUNDATION INC
1860 19TH ST NW
WASHINGTON
,
DC
200095501
PC
SCHOLARSHIPS
25,000
MIAMI DADE COLLEGE FOUNDATION INC
300 NE 2ND AVENUE NO 1423-1
MIAMI
,
FL
331322204
PC
READ TO LEARN BOOKS FOR FREE
50,000
MERCY LEARNING CENTER OF BRIDGEPORT INC
637 PARK AVENUE
BRIDGEPORT
,
CT
06604
PC
SCHOLARSHIPS
100,000
MERCY LEARNING CENTER OF BRIDGEPORT INC
637 PARK AVENUE
BRIDGEPORT
,
CT
06604
PC
SUCCESSION PLAN AND HIRING OF AN OPERATIONS MANAGER
80,000
MERCY LEARNING CENTER OF BRIDGEPORT INC
637 PARK AVENUE
BRIDGEPORT
,
CT
06604
PC
FOR THE HIRING OF A NEW SOCIAL WORKER
60,000
MEMORIAL HEALTH SYSTEMS FOUNDATION INC
305 MEMORIAL MEDICAL PKWY NO 212
DAYTONA BEACH
,
FL
321175169
PC
MEMORIAL ALLIES
114,361
MCNAB ELEMENTARY PTA
1350 SE 9TH AVE
POMPANO BEACH
,
FL
330609516
PC
PLAYGROUND PROJECT
10,000
LONG WHARF THEATRE
222 SARGENT DR
NEW HAVEN
,
CT
065115919
PC
STUDENT THEATRE SERIES & STUDIO SCHOOL
50,000
NORTHWEST CONNECTICUT ASSOCIATION FOR THE ARTS
68 MAIN STREET
TORRINGTON
,
CT
06790
PC
SUMMER PROGRAM
25,000
JUNIOR ACHIEVEMENT OF WESTERN CONNECTICUT INC
835 MAIN STREET
BRIDGEPORT
,
CT
06604
PC
GENERAL OPERATING SUPPORT
50,000
SOUTH FLORIDA INSTITUTE ON AGING INC
2038 N DIXIE HWY STE 201
WILTON MANORS
,
FL
333052269
PC
SOFIA TECH
75,000
SOUTH FLORIDA INSTITUTE ON AGING INC
2038 N DIXIE HWY STE 201
WILTON MANORS
,
FL
333052269
PC
SOFIA CARES
100,000
YOUNG AT ART MUSEUM
751 SW 121ST AVENUE
DAVIE
,
FL
333253804
PC
YAA ON THE GO AND ARTREACH
152,325
YALE PEABODY MUSEUM
PO BOX 208239
NEW HAVEN
,
CT
065208239
PC
YALE PEABODY MUSEUM'S EVOLUTIONS AFTERSCHOOL PROGRAM 2020
57,571
YALE NEW HAVEN HOSPITAL FBO SMILOW CANCER HOSPITAL
20 YORK ST
NEW HAVEN
,
CT
065103220
PC
SMILOW ONCOLOGY NURSING FUND SUPPORT FOR EDUCATION AND PROFESSIONAL DEVELOPMENT
180,000
YALE NEW HAVEN HOSPITAL FBO SMILOW CANCER HOSPITAL
20 YORK ST
NEW HAVEN
,
CT
065103220
PC
TO ESTABLISH A CENTER FOR INNOVATION IN HEMATOLOGY RESEARCH
1,432,788
WOMEN OF TOMORROW MENTOR AND SCHOLARSHIP PROGRAM INC
8400 NW 36TH ST STE 450
DORAL
,
FL
331666606
PC
WOT CAPACITY BUILDING
20,000
WOMEN OF TOMORROW MENTOR AND SCHOLARSHIP PROGRAM INC
8400 NW 36TH ST STE 450
DORAL
,
FL
331666606
PC
WOT SUMMITS AND JA FINANCIAL LITERACY
94,260
WAKEMAN BOYS & GIRLS CLUB
385 CENTER STREET
SOUTHPORT
,
CT
06890
PC
GENERAL OPERATING SUPPORT FOR THE SMILOW-BURROUGHS CLUBHOUSE
50,000
VILLAGE OF HOPE PALM BEACH COUNTY INC
9078 ISAIAH LN
WEST PALM BCH
,
FL
334184637
PC
TRANSITIONAL INDEPENDENT LIVING PROGRAM
100,000
UNIVERSITY OF CONNECTICUT FOUNDATION INC
2390 ALUMNI DR
STORRS
,
CT
062693600
PC
UNDERGRAD NURSING STUDENTS STUDYING ABROAD - ALUMNI MATCH CHALLENGE
2,500
SOUTH FLORIDA INSTITUTE ON AGING INC
2038 N DIXIE HWY STE 201
WILTON MANORS
,
FL
333052269
PC
SOFIA FELLOWS
75,000
UNIVERSITY OF CHICAGO
6054 S DREXEL AVE SUITE 300
CHICAGO
,
IL
606372612
PC
TMW CENTER FOR EARLY LEARNIG + PUBLIC HEALTH; COMMUNITY-WIDE DEMONSTRATION PROJECT
261,942
THE WEST SUBURBAN YMCA
276 CHURCH STREET
NEWTON
,
MA
02458
PC
GENERAL OPERATING SUPPORT
25,000
THE NORWALK COMMUNITY-TECHNICAL COLLEGE FOUNDATION INC
188 RICHARDS AVENUE SUITE E 311
NORWALK
,
CT
068541634
PC
VOCATIONAL SCHOLARSHIPS
50,000
THE LORD'S PLACE
PO BOX 3265
WEST PALM BCH
,
FL
334023265
PC
CAFE JOSHUA JOB TRAINING PROGRAM
200,000
THE LORD'S PLACE
PO BOX 3265
WEST PALM BCH
,
FL
334023265
PC
YOUTH SERVICES
100,000
THE LORD'S PLACE
PO BOX 3265
WEST PALM BCH
,
FL
334023265
PC
HOME FOR GOOD
1,000,000
THE EDUCATION FUND INC
6713 MAIN ST STE 240
MIAMI LAKES
,
FL
330148009
PC
FOOD FORESTS FOR SCHOOLS
89,000
SPECIAL OLYMPICS FLORIDA INC
1915 DON WICKHAM DR
CLERMONT
,
FL
347111915
PC
SPECIAL OLYMPICS FLORIDA - EDUCATIONAL PROGRAMS SUPPORT
250,000
SPECIAL OLYMPICS CT
2666 STATE ST STE 1
HAMDEN
,
CT
065172232
PC
GENERAL OPERATING SUPPORT
50,000
SOUTH FLORIDA SYMPHONY ORCHESTRA INC
2201 WILTON DRIVE 12
WILTON MANORS
,
FL
333052131
PC
SYMPHONY IN THE SCHOOLS
300,000
UNITED WAY OF MIAMI-DADE
3250 SW 3RD AVE
MIAMI
,
FL
331292712
PC
EDEN PLACE/GOLDEN WISHES
25,000
JUNIOR ACHIEVEMENT OF THE PALM BEACHES INC
6903 VISTA PKWY NORTH SUITE 10
WEST PALM BEACH
,
FL
33411
PC
JA HIGH SCHOOL HEROES & JA INSPIRE
175,000
JUNIOR ACHIEVEMENT OF SOUTH FLORIDA
1130 COCONUT CREEK BLVD
COCONUT CREEK
,
FL
330661647
PC
JA CAREER BOUND, JOB SHADOW & INTERNSHIP PROGRAM
347,674
JUNIOR ACHIEVEMENT OF GREATER MIAMI
301 71ST STREET SECOND FLOOR
MIAMI BEACH
,
FL
331413013
PC
JA INSPIRE
138,471
BROWARD PERFORMING ARTS FOUNDATION INC
201 SW 5TH AVE
FT LAUDERDALE
,
FL
333127112
PC
K-12 LEARNING THROUGH THE ARTS
300,000
BROWARD PERFORMING ARTS FOUNDATION INC
201 SW 5TH AVE
FT LAUDERDALE
,
FL
333127112
PC
EDUCATION MANAGER - SCHOOL BASED PROGRAMS
75,000
BROWARD EDUCATION FOUNDATION
600 SE 3RD AVENUE 1ST FLOOR
FT LAUDERDALE
,
FL
333013125
PC
FREDERICK A. DELUCA SCHOLARSHIP PROGRAMS
560,000
BROWARD EDUCATION FOUNDATION
600 SE 3RD AVENUE 1ST FLOOR
FT LAUDERDALE
,
FL
333013125
PC
TURNAROUND ARTS
96,744
BROWARD COLLEGE FOUNDATION INC
111 E LAS OLAS BLVD 11TH FL
FORT LAUDERDALE
,
FL
333012206
PC
THE DELUCA CERTIFICATION FUND
1,000,000
BROWARD COLLEGE FOUNDATION INC
111 E LAS OLAS BLVD 11TH FL
FORT LAUDERDALE
,
FL
333012206
PC
BROWARD UP (UNLIMITED POTENTIAL)
1,000,000
BRIDGES ACADEMY
27 S MONTGOMERY AVE
BAY SHORE
,
NY
117068805
PC
GENERAL OPERATING SUPPORT
1,000
BRIDGEPORT PUBLIC EDUCATION FUND
446 UNIVERSITY AVENUE
BRIDGEPORT
,
CT
066045627
PC
GENERAL OPERATING SUPPORT
25,000
BOYS AND GIRLS CLUB OF PALM BEACH COUNTY
800 NORTHPOINT PARKWAY SUITE 204
WEST PALM BEACH
,
FL
33407
PC
CAREER BOUND
684,656
CENTER FOR HEARING AND COMMUNICATION
50 BROADWAY 6TH FLOOR
NEW YORK
,
NY
100043810
PC
PROGRAM TO ADDRESS ISOLATION AMONG THE HEARING IMPAIRED.
40,000
BOYS AND GIRLS CLUB OF MILFORD
59 DEVONSHIRE ROAD
MILFORD
,
CT
064605917
PC
GENERAL OPERATING SUPPORT
50,000
BOYS & GIRLS CLUBS OF BROWARD COUNTY
877 NW 61ST STREET
FORT LAUDERDALE
,
FL
333092022
PC
COLLEGE & CAREER READINESS
200,000
BOYS & GIRLS CLUBS OF BROWARD COUNTY
877 NW 61ST STREET
FORT LAUDERDALE
,
FL
333092022
PC
ART WITH A HEART (PLUS WISHLIST)
302,889
ASSOCIATION OF FUNDRAISING PROFESSIONALS
4300 WILSON BLVD STE 300
ARLINGTON
,
VA
222034179
PC
NATIONAL PHILANTHROPY DAY
5,000
ARC BROWARD INC
10250 NW 53RD ST
SUNRISE
,
FL
333518023
PC
ARC CULINARY EXPANSION PROJECT
500,000
AMITY TEEN CENTER INC
PO BOX 3671
WOODBRIDGE
,
CT
065250671
PC
ART EDUCATION AND RECORDING STUDIO
20,000
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVE
DALLAS
,
TX
752315129
PC
GRANT TO SUPPORT THE GALA
50,000
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVE
DALLAS
,
TX
752315129
PC
HEALTHY FAMILIES COLLABORATIVE - NUTRITION EDUCATION PROGRAM
130,475
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVE
DALLAS
,
TX
752315129
PC
BROWARD HEART BALL
200,000
ALL FLORIDA YOUTH ORCHESTRA
1708 N 40TH AVE
HOLLYWOOD
,
FL
330214848
PC
NO LIMITS PROGRAM
45,125
BOYS & GIRLS CLUBS OF BROWARD COUNTY
877 NW 61ST STREET
FORT LAUDERDALE
,
FL
333092022
PC
TRANSPORTATION
544,473
COMMUNITY FOUNDATION OF BROWARD INC
910 E LAS OLAS BLVD STE 200
FT LAUDERDALE
,
FL
333012312
PC
SCHOLARSHIP PAYMENT
2,728
CONNECTICUT FOOD BANK
PO BOX 8686
EAST HAVEN
,
CT
065120000
PC
MOBILE FOOD PANTRY
25,000
CROCKETT FOUNDATION INC
3129 NW 82ND TER
PEMBROKE PNES
,
FL
330243168
PC
CODE EXPLORERS
157,500
JEWISH FAMILY SERVICES OF BROWARD FOUNDATION INC
5890 S PINE ISLAND RD STE 201
FORT LAUDERDALE
,
FL
333285933
PC
PILOT PROGRAM TO INCORPORATE TECH FOR HOMEBOUND SENIORS.
25,000
JEWISH FAMILY SERVICES OF BROWARD FOUNDATION INC
5890 S PINE ISLAND RD STE 201
FORT LAUDERDALE
,
FL
333285933
PC
JET EXPRESS
20,000
JEWISH FAMILY SERVICES OF BROWARD FOUNDATION INC
5890 S PINE ISLAND RD STE 201
FORT LAUDERDALE
,
FL
333285933
PC
BOOST
73,381
JAMIE A HULLEY ARTS FOUNDATION
520 HALLIWELL AVENUE
ORANGE
,
CT
064772520
PC
JAMIE HULLEY ARTS FOUNDATIONS PROGRAMS
28,250
INTERNATIONAL FRANCHISE ASSOCIATION FOUNDATION
1900 K ST NW STE 700
WASHINGTON
,
DC
200061135
PC
NEXT GEN
25,000
HOUSATONIC COMMUNITY COLLEGE FOUNDATION INC
900 LAFAYETTE BOULEVARD
BRIDGEPORT
,
CT
066044704
PC
VOCATIONAL SCHOLARSHIPS
50,000
HOLLYWOOD ART AND CULTURE CENTER INC
1650 HARRISON STREET
HOLLYWOOD
,
FL
330206806
PC
ARTS EDUCATION ACCESS
57,500
HELPING ABUSED NEGLECTED DISADVANTAGED YOUTH
501 NE 8TH ST
FT LAUDERDALE
,
FL
333042728
PC
RESUME 4 LIFE
188,483
HEALTH IN THE HOOD INC
2020 N BAYSHORE DR APT 4102
MIAMI
,
FL
331375178
PC
HEALTH IN THE HOOD COMMUNITY VEGETABLE GARDEN EXPANSION PROGRAM
50,000
HABITAT FOR HUMANITY OF BROWARD
3564 N OCEAN BLVD
FT LAUDERDALE
,
FL
333086752
PC
APPLIANCES FOR HABITAT HOMES
5,000
HABITAT FOR HUMANITY OF BROWARD
3564 N OCEAN BLVD
FT LAUDERDALE
,
FL
333086752
PC
OPENING DOORS TO HEALTHY FUTURES: HOMEOWNERS HIP FOR LOW INCOME FAMILIES
500,000
GRANT A GIFT AUTISM FOUNDATION
8550 W DESERT INN RD STE 102-343
LAS VEGAS
,
NV
891172112
PC
DENIM AND DIAMOND GALA CELEBRATION
10,000
GRANT A GIFT AUTISM FOUNDATION
8550 W DESERT INN RD STE 102-343
LAS VEGAS
,
NV
891172112
PC
TEENWORKS
25,000
GATEWAY COMMUNITY COLLEGE FOUNDATION INC
20 CHURCH STREET
NEW HAVEN
,
CT
065103304
PC
VOCATIONAL SCHOLARSHIPS
50,000
FRIENDSHIP CIRCLE OF NORTH BROWARD AND SOUTH PALM BEACH INC
7170 LOXAHATCHEE RD
PARKLAND
,
FL
330673901
PC
TRAUMA SUPPORT PROGRAM
30,000
FORT LAUDERDALE INDEPENDENCE TRAINING AND EDUCATION CENTER INC
5201 NW 33RD AVE DOOR 5207
FT LAUDERDALE
,
FL
333096302
PC
TIL EMERGENCY LANDING SPACE
300,000
FOOD BANK OF THE HUDSON VALLEY
965 ALBANY SHAKER RD
LATHAM
,
NY
121101409
PC
GENERAL OPERATING EXPENSES
10,000
FIRST CALL FOR HELP OF BROWARD INC
250 NE 33RD ST
OAKLAND PARK
,
FL
333341144
PC
BRIDGE 2 LIFE - CAPACITY BUILDING
99,000
FAIRFIELD COUNTY COMMUNITY FOUNDATION
40 RICHARDS AVENUE
NORWALK
,
CT
068542319
PC
HIGH SCHOOL SCHOLARSHIP PROGRAMS
448,000
EDUCATE TOMORROW CORP
1717 N BAYSHORE DR STE 203
MIAMI
,
FL
331321196
PC
EDUCATE TOMORROW SCHOLARS
153,000
DREAM BIG INC
281 NEEDHAM ST STE 202
NEWTON
,
MA
024641522
PC
DREAM BIG! EQUIPMENT GRANTS & PROGRAM SCHOLARSHIPS
25,000
YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA INC
900 SE 3 AVENUE
FT LAUDERDALE
,
FL
333161118
PC
MOBILE AQUATICS PROGRAM AND PR FIRM
271,600
YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA INC
900 SE 3 AVENUE
FT LAUDERDALE
,
FL
333161118
PC
DEPARTMENT OF COMMUNITY HEALTH AND DATA MANAGEMENT SOFTWARE
544,000
Total
.................................
3a
17,271,021
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
12,823,207
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
176
8
Gain or (loss) from sales of assets other than
inventory
............
18
16,926,206
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
29,749,589
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
29,749,589
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description