Form990-PF
Click to see list of attachments

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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)49 N FEDERAL HIGHWAY NO 312
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
POMPANO BEACH, FL33062
A Employer identification number

65-0755554
B Telephone number (see instructions)

(954) 656-2811
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$791,649,465J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 12,882,074
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 11,973,128 11,973,128  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 65,169,944
b Gross sales price for all assets on line 6a 469,665,855
7 Capital gain net income (from Part IV, line 2)... 65,169,944
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)....... Click to see attachment 355,839 355,839  
12 Total. Add lines 1 through 11........ 90,380,985 77,498,911  
Operating and Administrative Expenses 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)......... Click to see attachment 49,611 24,805   24,805
b Accounting fees (attach schedule)....... Click to see attachment 74,121 37,061   37,061
c Other professional fees (attach schedule).... Click to see attachment 2,403,871 1,785,545   618,326
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,233,734 268,734   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 745,627 703,696   2,207
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,506,964 2,819,841   682,399
25 Contributions, gifts, grants paid....... 24,719,511 24,719,511
26 Total expenses and disbursements. Add lines 24 and 25 29,226,475 2,819,841   25,401,910
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 61,154,510
b Net investment income (if negative, enter -0-) 74,679,070
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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
Assets 1 Cash—non-interest-bearing............. 6,659 1,670,695 1,670,695
2 Savings and temporary cash investments......... 73,701,475 22,163,869 22,166,133
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 5,403,029 Click to see attachment7,873,323 7,913,822
b Investments—corporate stock (attach schedule)....... 387,948,431 Click to see attachment387,685,788 503,196,997
c Investments—corporate bonds (attach schedule)....... 90,234,795 Click to see attachment142,692,600 144,349,975
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 42,662,518 Click to see attachment99,839,222 112,938,107
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment175,981 Click to see attachment-586,264 Click to see attachment-586,264
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 600,132,888 661,339,233 791,649,465
Liabilities 17 Accounts payable and accrued expenses..........   145,811
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 93,976 145,811
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
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 598,085,817 659,240,327
29 Total net assets or fund balances (see instructions)..... 600,038,912 661,193,422
30 Total liabilities and net assets/fund balances (see instructions). 600,132,888 661,339,233
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
600,038,912
2
Enter amount from Part I, line 27a .....................
2
61,154,510
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
661,193,422
5
Decreases not included in line 2 (itemize) bullet
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
661,193,422
Form 990-PF (2020)
Form 990-PF (2020)
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 GAIN FROM PASSTHROUGH P    
d CAPITAL LOSS FROM PASSTHROUGH P    
e CAPITAL GAINS DIVIDENDS P    
(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 150,020,214   151,044,083 -1,023,869
b 317,877,651   253,414,573 64,463,078
c 23,057     23,057
d     37,255 -37,255
e 1,744,933     1,744,933
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       -1,023,869
b       64,463,078
c       23,057
d       -37,255
e       1,744,933
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 65,169,944
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 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,038,039
c All other domestic foundations enter 1.39% 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 1,038,039
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 1,038,039
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,049,961
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 300,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,349,961
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 311,922
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet311,922 RefundedBullet 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 the instructions
for the 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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)
    bulletFL
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletHTTPS://WWW.FREDDELUCAFOUNDATION.ORG
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (954) 656-2811

    Located atbullet49 N FEDERAL HWY 312POMPANO BEACHFL ZIP+4bullet33062
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
    ........bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
    No
    .........bullet
    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?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    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?
    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? .................
    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,FL33394
    JONATHAN DELUCA SECRETARY/TREASURER
    1.00     		0 0 0
    500 EAST BROWARD BLVD STE 2300
    FORT LAUDERDALE,FL33394
    SUZANNE V GRECO DIRECTOR
    0.25     		0 0 0
    500 EAST BROWARD BLVD STE 2300
    FORT LAUDERDALE,FL33394
    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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 864,289
    114 WEST 47TH STREET NY8-114-07-07
    NEW YORK,NY100361510
    ROCKRIDGE CAPITAL HOLDINGS LLC PROFESSIONAL SERVICES 580,082
    500 EAST BROWARD BLVD SUITE 2300
    FORT LAUDERDALE,FL33394
    FORBES FAMILY TRUST INVESTMENT MANAGEMENT 306,653
    767 5TH AVE 6TH FLOOR
    NEW YORK,NY10153
    ANDERSEN ACCOUNTING 74,121
    ONE NORTH CLEMATIS STREET SUITE 110
    WEST PALM BEACH,FL33401
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    665,135,119
    b
    Average of monthly cash balances.......................
    1b
    27,303,471
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    692,438,590
    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
    692,438,590
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    10,386,579
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    682,052,011
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    34,102,601
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    34,102,601
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,038,039
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,038,039
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    33,064,562
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    33,064,562
    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
    33,064,562
    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
    25,401,910
    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
    25,401,910
    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
    25,401,910
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 33,064,562
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 22,782,386
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 25,401,910
    a Applied to 2019, but not more than line 2a 22,782,386
    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 2020 distributable amount..... 2,619,524
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		30,445,038
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    1Information Regarding Foundation Managers:
    aList 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
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    ADOPT-A-FAMILY OF THE PALM BEACHES INC
    1712 SECOND AVENUE NORTH
    LAKE WORTH,FL33460     		  PC JOB COACH PROGRAM 65,400
    ADRIENNE ARSHT CENTER TRUST INC
    1300 BISCAYNE BOULEVARD
    MIAMI,FL331321608     		  PC ARSHT CENTER EDUCATION & WORKFORCE INITIATIVES 500,000
    ALL FLORIDA YOUTH ORCHESTRA
    1708 N 40TH AVENUE
    HOLLYWOOD,FL33021     		  PC MUSIC STEPS (STUDENTS TRANSFORMED THROUGH EDUCATION AND PERFORMANCE SKILLS) 201,230
    ALL FLORIDA YOUTH ORCHESTRA
    1708 N 40TH AVENUE
    HOLLYWOOD,FL33021     		  PC NO LIMITS PROGRAM 46,241
    AMERICAN CANCER SOCIETY INC
    250 WILLIAMS STREET 4TH FLOOR
    ATLANTA,GA303031032     		  PC DIVERSITY RESEARCH INTERNSHIPS 400,000
    AMERICAN HEART ASSOCIATION INC
    7272 GREENVILLE AVENUE
    DALLAS,TX752315129     		  PC COVID-19 EMERGENCY RELIEF FOR HYPERTENSIVE PATIENTS 189,000
    ARC BROWARD INC
    10250 NW 53RD STREET
    SUNRISE,FL33351     		  PC WORKFORCE DEVELOPMENT 282,189
    ASSOCIATION OF FUNDRAISING PROFESSIONALS
    5757 PINES BOULEVARD SUITE 243
    PEMBROKE PINES,FL33027     		  PC NATIONAL PHILANTHROPY DAY - PRESENTING SPONSORSHIP (2020) 10,000
    BEST BUDDIES INTERNATIONAL INC
    3450 LAKESIDE DRIVE SUITE 304
    MIRAMAR,FL33027     		  PC BEST BUDDIES SCHOOL TRANSITION PROGRAM 75,000
    BIG BROTHERS AND BIG SISTERS OF GREATER MIAMI
    550 NW 42ND AVENUE
    MIAMI,FL33126     		  PC COMMUNITY-BASED MENTORING & MCOP 200,000
    BOCA HELPING HANDS INC
    1500 NW 1ST CT
    BOCA RATON,FL33432     		  PC BHH JOB TRAINING PROGRAM 150,000
    BOYS AND GIRLS CLUB OF MILFORD INCORPORATED
    PO BOX 2294
    MILFORD,CT06460     		  PC GENERAL OPERATING SUPPORT 50,000
    BOYS AND GIRLS CLUBS OF BROWARD COUNTY
    877 NW 61ST STREET
    FORT LAUDERDALE,FL333092022     		  PC ART WITH A HEART (PLUS WISHLIST) 291,929
    BOYS AND GIRLS CLUBS OF BROWARD COUNTY
    877 NW 61ST STREET
    FORT LAUDERDALE,FL333092022     		  PC LEARNING PODS FOR REMOTE EDUCATION DURING THE COVID-19 PANDEMIC 129,000
    BOYS AND GIRLS CLUBS OF BROWARD COUNTY
    877 NW 61ST STREET
    FORT LAUDERDALE,FL333092022     		  PC COLLEGE & CAREER READINESS 200,000
    BOYS AND GIRLS CLUBS OF MIAMI-DADE INC
    PO BOX 330219
    MIAMI,FL332330219     		  PC LEARNING PODS FOR REMOTE EDUCATION DURING THE COVID-19 PANDEMIC 56,000
    BOYS AND GIRLS CLUBS OF MIAMI-DADE INC
    PO BOX 330219
    MIAMI,FL332330219     		  PC PROJECT LEARN & GREAT FUTURES FOR TEENS 50,000
    BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY INC
    800 NORTHPOINT PARKWAY SUITE 204
    WEST PALM BEACH,FL334071978     		  PC CAREER BOUND 698,686
    BRIDGEPORT PUBLIC EDUCATION FUND INC
    446 UNIVERSITY AVENUE
    BRIDGEPORT,CT066045627     		  PC GENERAL OPERATING SUPPORT 50,000
    BROWARD COLLEGE FOUNDATION INC
    111 E LAS OLAS BOULEVARD 11TH FLOOR
    FORT LAUDERDALE,FL333012206     		  PC BROWARD UP (UNLIMITED POTENTIAL) 1,000,000
    BROWARD EDUCATION FOUNDATION INC
    600 SE 3RD AVENUE 1ST FLORIDA
    FORT LAUDERDALE,FL333013125     		  PC FREDERICK A. DELUCA SCHOLARSHIP 535,000
    BROWARD EDUCATION FOUNDATION INC
    600 SE 3RD AVENUE 1ST FLORIDA
    FORT LAUDERDALE,FL333013125     		  PC TURNAROUND ARTS/PERFORMING AND VISUAL ARTS PROGRAMS 101,049
    BROWARD EDUCATION FOUNDATION INC
    600 SE 3RD AVENUE 1ST FLORIDA
    FORT LAUDERDALE,FL333013125     		  PC SCHOOL SUPPLIES 50,000
    BROWARD PARTNERSHIP FOR THE HOMELESS INC
    920 NW 7TH AVENUE
    FORT LAUDERDALE,FL33311     		  PC COVID19 COLLABORATIVE TESTING AND HEALTH CARE OUTREACH FOR PEOPLE EXPERIENCING HOMELESSNESS IN BROWARD COUNTY 240,043
    BROWARD PERFORMING ARTS FOUNDATION INC
    201 SW 5TH AVENUE
    FT LAUDERDALE,FL333127112     		  PC EDUCATION MANAGER - SCHOOL-BASED PROGRAMS 75,000
    BROWARD PERFORMING ARTS FOUNDATION INC
    201 SW 5TH AVENUE
    FT LAUDERDALE,FL333127112     		  PC K-12 LEARNING THROUGH THE ARTS 300,000
    CENTER FOR CREATIVE EDUCATION
    425 24TH STREET
    WEST PALM BEACH,FL33407     		  PC THE NORTHWOOD ACADEMY 125,000
    CHILDRENS CASE MANAGEMENT ORGANIZATION INC
    3333 FOREST HILL BOULEVARD 2ND
    FLOOR
    WEST PALM BEACH,FL33406     		  PC KIN SUPPORT PROJECT 82,931
    CHILDRENS CASE MANAGEMENT ORGANIZATION INC
    3333 FOREST HILL BOULEVARD 2ND
    FLOOR
    WEST PALM BEACH,FL33406     		  PC INFANT MENTAL HEALTH PROGRAM 81,659
    CHILDRENS HARBOR INC
    19425 SW 58TH MANOR
    PEMBROKE PINES,FL33332     		  PC BROWN'S HARBOR SUCCESS TEAM 94,739
    CHILDREN'S SERVICES COUNCIL OF BROWARD COUNTY
    6600 W COMMERCIAL BOULEVARD
    FORT LAUDERDALE,FL33319     		  GOV YOUTH FORCE PROGRAM EXPANSION 848,167
    COLLEGE FOR KIDS INC
    1896 PALM BEACH LAKES BOULEVARD
    SUITE 103
    WEST PALM BEACH,FL33409     		  PC SCHOLARSHIP PURCHASE 175,000
    COMMUNITY CHILD CARE CENTER OF DELRAY BEACH INC
    555 NW 4TH STREET
    DELRAY BEACH,FL33444     		  PC ACCF'S EARLY LEARNING PROGRAM (ELP) 200,000
    COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES INC
    700 S DIXIE HWY 200
    WEST PALM BEACH,FL33401     		  PC 2020 COVID-19 RESPONSE FUND 150,000
    COMMUNITY FOUNDATION OF BROWARD INC
    910 E LAS OLAS BOULEVARD SUITE 200
    FT LAUDERDALE,FL333012312     		  PC DIGNITY IN AGING COLLABORATIVE 87,700
    COMMUNITY HEALTH CENTER OF WEST PALM BEACH INC
    2100 W 45TH STREET SUITE A-8/9
    WEST PALM BEACH,FL33407     		  PC ARNP FOR THE COVID-19 TELEHEALTH CLINIC 90,000
    CONNECTICUT ASSOCIATION FOR THE PERFORMING ARTS
    247 COLLEGE STREET
    NEW HAVEN,CT065102405     		  PC ARTS EDUCATION PROGRAM 50,000
    CONNECTICUT FOOD BANK INC
    2 RESEARCH PARKWAY
    WALLINGFORD,CT06492     		  PC MOBILE FOOD PANTRY 50,000
    CONNECTICUT PLAYERS FOUNDATION INC
    222 SARGENT DRIVE
    NEW HAVEN,CT065115919     		  PC ARTS EDUCATION AND OUTREACH FOR YOUTH 50,000
    CROCKETT FOUNDATION INC
    401 SW 1ST AVENUE SUITE 102
    FORT LAUDERDALE,FL33301     		  PC CODE EXPLORERS 160,000
    CYSTIC FIBROSIS FOUNDATION
    3201 W COMMERCIAL BOULEVARD SUITE
    237
    FORT LAUDERDALE,FL33309     		  PC STATE OF THE ART CARE OF PEDIATRIC AND ADULT PATIENTS WITH CYSTIC FIBROSIS IN SOUTH FLORIDA 25,000
    DR STANLEY AND PEARL GOODMAN JFS OF BROWARD COUNTY INC
    5890 S PINE ISLAND ROAD SUITE 201
    DAVIE,FL33328     		  PC BEHAVIORAL HEALTH FOR SENIORS 57,893
    DR STANLEY AND PEARL GOODMAN JFS OF BROWARD COUNTY INC
    5890 S PINE ISLAND ROAD SUITE 201
    DAVIE,FL33328     		  PC BOOST - BUILDING ON OUR STRENGTHS TOGETHER: SOCIAL SKILLS TRAINING FOR THE WORKFORCE 75,000
    EDUCATE TOMORROW CORP
    1717 NORTH BAYSHORE DRIVE SUITE 203
    MIAMI,FL33132     		  PC EDUCATE TOMORROW SCHOLARS 153,000
    EDUCATION FOUNDATION OF PALM BEACH COUNTY INC
    505 S CONGRESS AVENUE
    BOYNTON BEACH,FL33426     		  PC CONNECTING KIDS IN THE COMMUNITY: THROUGH DIGITAL INCLUSION 100,000
    EDUCATION FOUNDATION OF PALM BEACH COUNTY INC
    505 S CONGRESS AVENUE
    BOYNTON BEACH,FL33426     		  PC SANTALUCES COMMUNITY HIGH SCHOOL CYBER SECURITY ACADEMY 270,734
    EDUCATION FOUNDATION OF PALM BEACH COUNTY INC
    505 S CONGRESS AVENUE
    BOYNTON BEACH,FL33426     		  PC EDUCATION FOUNDATION OF PALM BEACH COUNTY'S RED APPLE SUPPLIES ONLINE AND ON THE MOVE! & GOTEACH! CLASSROOM GRANT PROGRAM EXPANSION 100,000
    EDUCATION FOUNDATION OF PALM BEACH COUNTY INC
    505 S CONGRESS AVENUE
    BOYNTON BEACH,FL33426     		  PC KITS FOR KIDS & HYGIENE PACKS 10,000
    ENFAMILIA INC
    16090 SW 293 DR
    HOMESTEAD,FL33033     		  PC PATH TO SUCCESS AFTER SCHOOL PROGRAM 100,000
    FAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC
    40 RICHARDS AVENUE
    NORWALK,CT068542319     		  PC FREDERICK A. DELUCA FOUNDATION SCHOLARSHIPS 448,000
    FOR THE CHILDREN INC
    1718 SOUTH DOUGLAS STREET
    LAKE WORTH BEACH,FL33460     		  PC TEEN ZONE 62,896
    FORT LAUDERDALE INDEPENDENCE TRAINING & EDUCATION CENTER INC
    5201 NW 33RD AVENUE
    FORT LAUDERDALE,FL333091116     		  PC COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) 50,000
    FORT LAUDERDALE INDEPENDENCE TRAINING & EDUCATION CENTER INC
    5201 NW 33RD AVENUE
    FORT LAUDERDALE,FL333091116     		  PC TIL EMERGENCY LANDING SPACE 300,000
    FRIENDSHIP CIRCLE OF NORTH BROWARD AND SOUTH PALM BEACH INC
    7170 LOXAHATCHEE ROAD
    PARKLAND,FL33067     		  PC FRIENDSHIP BAKERY 50,000
    GATEWAY COMMUNITY COLLEGE FOUNDATION INC
    20 CHURCH STREET
    NEW HAVEN,CT065103304     		  PC VOCATIONAL SCHOLARSHIPS 100,000
    GENESIS COMMUNITY HEALTH INC
    2623 S SEACREST BLVD SUITE 65
    BOYNTON BEACH,FL33435     		  PC HEALTHY OUTCOMES PROGRAM 62,427
    GULFSTREAM GOODWILL INDUSTRIES INC
    1715 TIFFANY DRIVE EAST
    WEST PALM BEACH,FL33407     		  PC MY SKILLS MICROENTERPRISE TRAINING AND EMPLOYMENT PROGRAM 124,990
    HABITAT FOR HUMANITY INTERNATIONAL INC
    6758 N MILITARY TRAIL SUITE 301
    RIVIERA BEACH,FL33407     		  PC AGING-IN-PLACE REPAIRS 160,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    3564 N OCEAN BOULEVARD
    FT LAUDERDALE,FL333086752     		  PC OPENING DOORS TO HEALTHY FUTURES: HOMEOWNERSHIP FOR LOW INCOME FAMILIES 500,000
    HABITAT FOR HUMANITY OF GREATER MIAMI INC
    3800 NW 22 AVENUE
    MIAMI,FL33142     		  PC MIAMI HABITAT HOMES 2020-2021 225,000
    HEALTH IN THE HOOD INC
    2020 N BAYSHORE DRIVE 4102
    MIAMI,FL33137     		  PC HEALTH IN THE HOOD COMMUNITY VEGETABLE GARDEN EXPANSION PROGRAM 50,000
    HELPING ABUSED NEGLECTED DISADVANTAGED YOUTH-HANDY-INC
    501 NE 8TH STREET
    FORT LAUDERDALE,FL333042728     		  PC RESUME 4 LIFE 188,483
    HELPING ABUSED NEGLECTED DISADVANTAGED YOUTH-HANDY-INC
    501 NE 8TH STREET
    FORT LAUDERDALE,FL333042728     		  PC COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) 50,000
    HISPANIC UNITY OF FLORIDA INC
    5840 JOHNSON STREET
    HOLLYWOOD,FL330215636     		  PC LEAP HIGH COLLEGE AND CAREER READINESS PROGRAM 158,416
    HISPANIC UNITY OF FLORIDA INC
    5840 JOHNSON STREET
    HOLLYWOOD,FL330215636     		  PC COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) 100,000
    HOLLYWOOD ART AND CULTURE CENTER INC
    1650 HARRISON STREET
    HOLLYWOOD,FL330206806     		  PC ARTS EDUCATION ACCESS 58,500
    HOLLYWOOD ART AND CULTURE CENTER INC
    1650 HARRISON STREET
    HOLLYWOOD,FL330206806     		  PC LEARNING PODS FOR REMOTE EDUCATION DURING THE COVID-19 PANDEMIC 9,000
    HOUSATONIC COMMUNITY COLLEGE FOUNDATION INC
    900 LAFAYETTE BOULEVARD
    BRIDGEPORT,CT066044704     		  PC VOCATIONAL SCHOLARSHIPS 100,000
    JACK AND JILL CHILDREN'S CENTER INC
    1315 WEST BROWARD BOULEVARD
    FORT LAUDERDALE,FL33312     		  PC LEARNING PODS FOR REMOTE EDUCATION DURING THE COVID-19 PANDEMIC 32,000
    JACK AND JILL CHILDREN'S CENTER INC
    1315 WEST BROWARD BOULEVARD
    FORT LAUDERDALE,FL33312     		  PC CAPITAL CAMPAIGN FOR THE MADELAINE HALMOS ACADEMY 250,000
    JOE DIMAGGIO CHILDRENS HOSPITAL FOUNDATION INC
    3329 JOHNSON STREET
    HOLLYWOOD,FL33021     		  PC MEMORIAL ALLIES (ADULTS LIVING LIFE INDEPENDENT, EDUCATED, & SAFE) 117,594
    JUNIOR ACHIEVEMENT OF GREATER MIAMI
    301 71ST STREET 2ND FLOOR
    MIAMI BEACH,FL331413013     		  PC JA INSPIRE 156,125
    JUNIOR ACHIEVEMENT OF SOUTH FLORIDA
    1130 COCONUT CREEK BOULEVARD
    COCONUT CREEK,FL330661647     		  PC LEARNING PODS FOR REMOTE EDUCATION DURING THE COVID-19 PANDEMIC 100,000
    JUNIOR ACHIEVEMENT OF SOUTH FLORIDA
    1130 COCONUT CREEK BOULEVARD
    COCONUT CREEK,FL330661647     		  PC JA CAREER BOUND, JOB SHADOW & INTERNSHIP PROGRAM 373,424
    JUNIOR ACHIEVEMENT OF GREATER FAIRFIELD COUNTY
    835 MAIN STREET
    BRIDGEPORT,CT066044900     		  PC GENERAL OPERATING SUPPORT 50,000
    KIDS IN DISTRESS INC
    819 NE 26 STREET
    FORT LAUDERDALE,FL33305     		  PC HIPPY 170,742
    KRISTI HOUSE INC
    1265 NW 12 AVENUE
    MIAMI,FL33136     		  PC KEEPING CHILDREN SAFE FROM ABUSE 229,979
    LORDS PLACE INC
    2808 NORTH AUSTRALIAN AVENUE
    WEST PALM BEACH,FL33401     		  PC YOUTH SERVICES 100,000
    LORDS PLACE INC
    2808 NORTH AUSTRALIAN AVENUE
    WEST PALM BEACH,FL33401     		  PC CAFE JOSHUA JOB TRAINING PROGRAM 200,000
    MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED
    637 PARK AVENUE
    BRIDGEPORT,CT066044611     		  PC EDUCATION PROGRAM & WOMEN OF ACHIEVEMENT SCHOLARSHIP 210,000
    MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED
    637 PARK AVENUE
    BRIDGEPORT,CT066044611     		  PC SUCCESSION PLAN AND HIRING OF AN OPERATIONS MANAGER 80,000
    MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED
    637 PARK AVENUE
    BRIDGEPORT,CT066044611     		  PC GENERAL OPERATING SUPPORT 100,000
    MILAGRO FOUNDATION INC
    695 AUBURN AVENUE
    DELRAY BEACH,FL33433     		  PC JUNIOR TEEN LEADERSHIP 60,000
    MILAGRO FOUNDATION INC
    695 AUBURN AVENUE
    DELRAY BEACH,FL33433     		  PC MILAGRO MUSIC PROGRAM 40,000
    MUSEUM OF DISCOVERY AND SCIENCE INC
    401 SW 2ND STREET
    FORT LAUDERDALE,FL33312     		  PC STEMOBILE 180,000
    NATIONAL ITALIAN AMERICAN FOUNDATION INC
    AMB PETER F SECCHIA BUILDING 1860
    19TH STREET NW
    WASHINGTON,DC20009     		  PC GENERAL OPERATING EXPENSES/SCHOLARSHIPS 25,000
    NORTHWEST CONNECTICUT ASSOCIATION FOR THE ARTS INC
    68 MAIN STREET
    TORRINGTON,CT06790     		  PC SUMMER PROGRAM 25,000
    NORWALK COMMUNITY COLLEGE FOUNDATION
    188 RICHARDS AVENUE ROOM E311
    NORWALK,CT068541634     		  PC VOCATIONAL SCHOLARSHIPS 100,000
    NU DECO ENSEMBLE INC
    2100 BISCAYNE BOULEVARD
    MIAMI,FL33137     		  PC NU DECO IMAGINATION CONCERTS 90,000
    OIC OF SOUTH FLORIDA INC
    3407 NW 9TH AVENUE SUITE 100
    FORT LAUDERDALE,FL33309     		  PC WOMEN WORKFORCE EMPOWER PROGRAM 215,000
    ORANGE HISTORICAL SOCIETY INC
    PO BOX 784
    ORANGE,CT06477     		  PC BRYAN ANDREW HOUSE RENOVATION PROJECT 10,000
    ORANGE VOLUNTEER FIRE ASSOC INC
    625 ORANGE CENTER ROAD
    ORANGE,CT06477     		  NC FIREFIGHTER SAFETY EQUIPMENT 42,990
    OVERTOWN YOUTH CENTER INC
    450 NW 14TH STREET
    MIAMI,FL33136     		  PC OYC INSPIRE, ENRICH, EMPLOY (IE2) 280,000
    PACE CENTER FOR GIRLS INC
    1640 S CONGRESS AVE
    PALM SPRINGS,FL334612125     		  PC SPIRITED GIRLS: BRIDGING THE GAP FROM SCHOOL TO SUCCESS 100,000
    PATH TO COLLEGE FOUNDATION INC
    PO BOX 487
    LAKE WORTH,FL33460     		  PC ACADEMIC FELLOWSHIP 60,000
    PATHWAYS TO PROSPERITY INC
    6452 BAY ISLAND COURT
    WEST PALM BEACH,FL33411     		  PC CIRCLES PALM BEACH COUNTY 66,592
    PRIME TIME PALM BEACH COUNTY INC
    2300 HIGH RIDGE ROAD SUITE 330
    BOYNTON BEACH,FL33426     		  PC PRIME TIME PALM BEACH COUNTY EXPANDED LEARNING OPPORTUNITIES 500,000
    PROJECT LIFT INC
    1330 SW 34TH STREET 1140 NE 18TH
    STREET BELLE GLADE FL 33430
    PALM CITY,FL34990     		  PC PROJECT LIFT BELLE GLADE 100,000
    PROJECT LIFT INC
    1330 SW 34TH STREET 1140 NE 18TH
    STREET BELLE GLADE FL 33430
    PALM CITY,FL34990     		  PC COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) 25,000
    REYNA GROUP HOMES FOUNDATION INC
    5201 NW 33RD AVENUE
    FORT LAUDERDALE,FL33309     		  PC REACHING EXTRAORDINARY YOUTH & NURTURING ACHIEVMENTS (REYNA) CHILDREN'S PROGRAM 10,000
    SCHOLARSHIP AMERICA INC
    ONE SCHOLARSHIP WAY
    ST PETER,MN56082     		  PC SUBWAY FRESH START SCHOLARSHIP PROGRAM 670,200
    SOS CHILDRENS VILLAGES FLORIDA INC
    3681 NW 59TH PLACE
    COCONUT CREEK,FL330734141     		  PC COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) 10,000
    SOS CHILDRENS VILLAGES FLORIDA INC
    3681 NW 59TH PLACE
    COCONUT CREEK,FL330734141     		  PC NEXT STEPS 150,000
    SOUTH FLORIDA CHAMBER ENSEMBLE INC
    6011 NW 68TH STREET
    PARKLAND,FL33067     		  PC QUATRO 25,000
    SOUTH FLORIDA INSTITUTE ON AGING INC
    2038 N DIXIE HWY SUITE 201 BUILDING
    B
    FORT LAUDERDALE,FL33305     		  PC SOFIA FELLOWS 75,000
    SOUTH FLORIDA INSTITUTE ON AGING INC
    2038 N DIXIE HWY SUITE 201 BUILDING
    B
    FORT LAUDERDALE,FL33305     		  PC SOFIA TECH SERVICES 75,000
    SOUTH FLORIDA INSTITUTE ON AGING INC
    2038 N DIXIE HWY SUITE 201 BUILDING
    B
    FORT LAUDERDALE,FL33305     		  PC SOFIA CARES 100,000
    SOUTH FLORIDA PBS INC
    14901 NE 20TH AVE
    NORTH MIAMI,FL33181     		  PC KIDVISION MUSIC TIME - FOCUS ON DANCE! 25,000
    SOUTH FLORIDA SYMPHONY ORCHESTRA INC
    2201 WILTON DRIVE SUITE 12
    WILTON MANORS,FL33305     		  PC SYMPHONY IN THE SCHOOLS 2020 / 2022 250,000
    SPECIAL OLYMPICS CONNECTICUT INC
    2666 STATE STREET SUITE 1
    HAMDEN,CT065172232     		  PC HEALTHY COMMUNITIES 50,000
    STUDENT ACES INC
    7750 ARBOR CREST WAY
    PALM BEACH GARDENS,FL33412     		  PC SPARK PROGRAM AT THE SAC 25,000
    SUNDARI FOUNDATION INC
    217 NW 15TH STREET
    MIAMI,FL33136     		  PC LOTUS EDUCATION/EMPLOYMENT PROGRAMS 171,103
    THE ARC OF PALM BEACH COUNTY INC
    1201 AUSTRALIAN AVENUE
    RIVIERA BEACH,FL33404     		  PC WORKFORCE DEVELOPMENT AND COLLECTIVE EMPLOYMENT FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES 99,649
    THE EDUCATION FUND INC
    6713 MAIN STREET SUITE 240
    MIAMI LAKES,FL330148009     		  PC SCHOOL SUPPLIES & ESSENTIAL SUPPLIES 63,000
    THE EDUCATION FUND INC
    6713 MAIN STREET SUITE 240
    MIAMI LAKES,FL330148009     		  PC FOOD FORESTS FOR SCHOOLS 300,000
    THE FRUITFUL FIELD INC
    100 NE 44TH STREET
    POMPANO BEACH,FL330643499     		  PC GROWCITY YOUTH INTERNSHIP PROGRAM 25,000
    THE FRUITFUL FIELD INC
    100 NE 44TH STREET
    POMPANO BEACH,FL330643499     		  PC GROWCITY YOUTH INTERNSHIP PROGRAM 34,155
    THE MIAMI FOUNDATION INC
    40 NW 3RD STREET SUITE 305
    MIAMI,FL33128     		  PC MIAMI-DADE YOUTH & CULTURE NONPROFIT CAPACITY-BUILDING INITIATIVE 200,000
    THE MIAMI FOUNDATION INC
    40 NW 3RD STREET SUITE 305
    MIAMI,FL33128     		  PC MIAMI-DADE PUBLIC SCHOOL PRINCIPALS DISCRETIONARY FUNDS 75,000
    THE PALM BEACH STATE COLLEGE FDN INC
    4200 CONGRESS AVENUE MS 20
    LAKE WORTH,FL33461     		  PC EXCELLENCE IN MEDICAL SIMULATION 500,000
    THE PALM BEACH SYMPHONY SOCIETY INC
    400 HIBISCUS STREET SUITE 100
    WEST PALM BEACH,FL33401     		  PC 1. OSS CHILDREN'S CONCERTS, 2. IN-SCHOOL CONCERTS, 3. INSTRUMENT DONATION 148,200
    UNITED WAY OF BROWARD COUNTY
    1300 S ANDREWS AVENUE
    FORT LAUDERDALE,FL33316     		  PC 2020 COVID-19 RESPONSE FUND 150,000
    UNITED WAY OF BROWARD COUNTY
    1300 S ANDREWS AVENUE
    FORT LAUDERDALE,FL33316     		  PC COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, FOOD, TOYS AND BOOKS FOR CHILDREN) 200,000
    UNITED WAY OF MIAMI-DADE INC
    3250 SOUTHWEST THIRD AVENUE
    MIAMI,FL331292712     		  PC EDEN PLACE 50,000
    UNITED WAY OF MIAMI-DADE INC
    3250 SOUTHWEST THIRD AVENUE
    MIAMI,FL331292712     		  PC 2020 COVID-19 RESPONSE FUND 150,000
    UNITED WAY OF MIAMI-DADE INC
    3250 SOUTHWEST THIRD AVENUE
    MIAMI,FL331292712     		  PC COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) 100,000
    UNITED WAY OF MIAMI-DADE INC
    3250 SOUTHWEST THIRD AVENUE
    MIAMI,FL331292712     		  PC GOLDEN WISHES 20,000
    UNITED WAY OF PALM BEACH COUNTY INC
    477 SOUTH ROSEMARY AVENUE SUITE 230
    WEST PALM BEACH,FL33401     		  PC NUTRITION EXPANSION PROGRAM/HEALTHY MEALS OUT OF SCHOOL PALM BEACH COUNTY 141,247
    UNIVERSITY OF CHICAGO
    5801 SOUTH ELLIS AVENUE
    CHICAGO,IL606375418     		  PC TMW CENTER FOR EARLY LEARNING + PUBLIC HEALTH: COMMUNITY-WIDE DEMONSTRATION PROJECT 373,218
    UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED
    2390 ALUMNI DRIVE UNIT 3206
    STORRS,CT062693206     		  PC UCONN SCHOOL OF NURSING 128,511
    UNIVERSITY OF FLORIDA FOUNDATION INC
    1938 W UNIVERSITY AVENUE PO BOX
    14425
    GAINESVILLE,FL32604     		  PC UNIVERSITY OF FLORIDA NURSING: MEETING CRITICAL WORKFORCE NEEDS 2020 711,600
    URBAN LEAGUE OF BROWARD COUNTY INCORPORATED
    560 NW 27TH AVENUE
    FORT LAUDERDALE,FL333118654     		  PC COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) 50,000
    URBAN LEAGUE OF BROWARD COUNTY INCORPORATED
    560 NW 27TH AVENUE
    FORT LAUDERDALE,FL333118654     		  PC LIVING WELL 2020 100,620
    URBAN LEAGUE OF PALM BEACH COUNTY INC
    1700 NORTH AUSTRALIAN AVENUE
    WEST PALM BEACH,FL33414     		  PC STEM NOW 128,786
    URBAN YOUTH IMPACT INC
    2823 NORTH AUSTRALIAN AVENUE
    WEST PALM BEACH,FL33407     		  PC TLA CURRENT PROGRAM AND EXPANSION 200,000
    VILLAGE OF HOPE PALM BEACH COUNTY INC
    3551 BURMA CIRCLE
    LAKE PARK,FL33403     		  PC TRANSITIONAL INDEPENDENT LIVING PROGRAM 100,000
    VITA NOVA INC
    2724 N AUSTRALIAN AVENUE
    WEST PALM BEACH,FL33407     		  PC COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) 10,000
    VITA NOVA INC
    2724 N AUSTRALIAN AVENUE
    WEST PALM BEACH,FL33407     		  PC THE SPOT - PATH TO EMPLOYMENT 125,000
    WAKEMAN MEMORIAL ASSOCIATION INC
    268 POST ROAD 2ND FLOOR ADMINISTRAT
    ON OFFICE
    FAIRFIELD,CT06824     		  PC SMILOW-BURROUGHS CLUBHOUSE - GENERAL OPERATING SUPPORT 50,000
    WOMEN IN DISTRESS OF BROWARD COUNTY INC
    PO BOX 50187
    LIGHTHOUSE POINT,FL33074     		  PC DOMESTIC VIOLENCE COMMUNITY SERVICES COORDINATION PROGRAM 64,605
    YALE NEW HAVEN HOSPITAL
    YALE NEW HAVEN HEALTH/ SMILOW
    CANCER CENTER/ OFFICE OF DEVELOPMEN
    NEW HAVEN,CT065081849     		  PC TO ESTABLISH A CENTER FOR INNOVATION IN HEMATOLOGY RESEARCH 1,443,516
    YALE NEW HAVEN HOSPITAL
    PO BOX 1849
    NEW HAVEN,CT06508     		  PC SMILOW ONCOLOGY NURSING FUND SUPPORT FOR EDUCATION AND PROFESSIONAL DEVELOPMENT 205,000
    YALE UNIVERSITY (PEABODY)
    170 WHITNEY AVENUE
    NEW HAVEN,CT06511     		  PC YALE PEABODY MUSEUM'S EVOLUTIONS AFTERSCHOOL PROGRAM 2020 - 2021 100,000
    YOUNG AT ART OF BROWARD INC
    8000 W BROWARD BLVD SUITE 208
    PLANTATION,FL33388     		  PC YAA ON THE GO 81,728
    YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA INC
    900 SE 3RD AVENUE SUITE 300
    FORT LAUDERDALE,FL333161118     		  PC COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, FOOD, AND LONG-TERM RECOVERY) 100,000
    YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA INC
    900 SE 3RD AVENUE SUITE 300
    FORT LAUDERDALE,FL333161118     		  PC DEPARTMENT OF COMMUNITY HEALTH 534,000
    YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA INC
    900 SE 3RD AVENUE SUITE 300
    FORT LAUDERDALE,FL333161118     		  PC MOBILE AQUATICS PROGRAM 250,000
    YWCA SOUTH FLORIDA INC
    351 NW 5TH STREET
    MIAMI,FL33128     		  PC YWCA HER HEALTH 100,625
    Total .................................bullet 3a 24,719,511
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees 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 11,973,128  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 355,839  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 65,169,944  
    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 77,498,911 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    77,498,911
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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 (2020)
    Form 990-PF (2020)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE FREDERICK A DELUCA FOUNDATION INC
     
    Employer identification number

    65-0755554
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE FREDERICK A DELUCA FOUNDATION INC
          		Employer identification number
    65-0755554
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ELISABETH C DELUCA
    500 EAST BROWARD BLVD STE 2300
     
    FORT LAUDERDALE, FL33394

    		$ 10,605,555


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    FREDERICK A DELUCA 2011 GRANTOR CHARITABLE LEAD ANNUITY TRUS
     
    C/O CUMMINGS LOCKWOOD PO BOX 120
     
    STAMFORD, CT069040120

    		$ 555,574


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    FREDERICK A DELUCA 2010 GRANTOR CHA
    C/O CUMMINGS LOCKWOOD PO BOX 120
     
    STAMFORD, CT069040120

    		$ 162,674


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    FREDERICK A DELUCA 2012 GRANTOR CHA
    C/O CUMMINGS LOCKWOOD PO BOX 120
     
    STAMFORD, CT069040120

    		$ 1,558,271


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE FREDERICK A DELUCA FOUNDATION INC
          		Employer identification number

    65-0755554
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 17,797 SHARES PD $ 443,501 2002-01-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 52,900 SHARES AAPL $ 16,540,772 2020-01-15
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 150 SHARES AAPL $ 48,005 2020-02-10
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 61,076 SHARES WORK $ 1,832,891 2020-08-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 148,955 SHARES PTON $ 10,607,086 2020-08-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 21,717 SHARES PINS $ 779,206 2020-08-06
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    THE FREDERICK A DELUCA FOUNDATION INC
          		Employer identification number

    65-0755554
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1,454 SHARES FB $ 362,220 2020-08-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 11,544 SHARES LYFT $ 356,594 2020-08-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 42,712 SHARES PD $ 1,402,662 2020-08-06
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE FREDERICK A DELUCA FOUNDATION INC
          		Employer identification number

    65-0755554
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE FREDERICK A DELUCA FOUNDATION INC
    EIN:
    65-0755554
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 74,121 37,061   37,061

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    THE FREDERICK A DELUCA FOUNDATION INC
    EIN:
    65-0755554
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    ORANGE VOLUNTEER FIRE ASSOC INC
          		625 ORANGE CENTER RD
    ORANGE,CT06477     		2020-10-30 42,990 THE ORANGE FIRE DEPARTMENT WAS ESTABLISHED IN 1925 TO PROVIDE FIRE SUPPRESSION, RESCUE, PREVENTION, AND INSPECTIONS AS WELL AS HAZARDOUS MATERIALS RESPONSE TO THE TOWN OF ORANGE CONNECTICUT, AND ITS SURROUNDING COMMUNITIES. THE PURPOSE OF THE GRANT WAS TO FUND THE FIREFIGHTER SAFETY EQUIPMENT PROGRAM, INCLUDING THE PURCHASE OF SELF-CONTAINED BREATHING APPARATUS AND FACE MASKS THAT PROTECT FIREFIGHTERS IN THE LINE OF DUTY. 0 TO THE KNOWLEDGE OF THE GRANTOR, THERE WAS NO DIVERSION OF FUNDS. 7/1/2021   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE FREDERICK A DELUCA FOUNDATION INC
    EIN:
    65-0755554
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BOND FUNDS 67,902,448 67,599,423
    CORPORATE BONDS 71,978,036 73,938,436
    SHORT-TERM FUNDS 2,812,116 2,812,116

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE FREDERICK A DELUCA FOUNDATION INC
    EIN:
    65-0755554
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCK FUNDS 142,902,192 177,524,116
    EXCHANGE TRADED FUNDS 65,047,777 78,585,339
    CORPORATE STOCK 179,735,819 247,087,542

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    THE FREDERICK A DELUCA FOUNDATION INC
    EIN:
    65-0755554
    US Government Securities - End of Year Book Value:

    7,873,323
    US Government Securities - End of Year Fair Market Value:

    7,913,822
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE FREDERICK A DELUCA FOUNDATION INC
    EIN:
    65-0755554
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALTERNATIVE INVESTMENTS FMV 99,839,222 112,938,107

    TY 2020 LegalFeesSchedule
    Name:
    THE FREDERICK A DELUCA FOUNDATION INC
    EIN:
    65-0755554
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 49,611 24,805   24,805


    TY 2020 OtherAssetsSchedule
    Name:
    THE FREDERICK A DELUCA FOUNDATION INC
    EIN:
    65-0755554
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INCOME (LOSS) 175,981 -587,528 -587,528
    DEPOSIT   1,264 1,264


    TY 2020 OtherExpensesSchedule
    Name:
    THE FREDERICK A DELUCA FOUNDATION INC
    EIN:
    65-0755554
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES 743,420 703,696   0
    INSURANCE 2,207 0   2,207


    TY 2020 OtherIncomeSchedule2
    Name:
    THE FREDERICK A DELUCA FOUNDATION INC
    EIN:
    65-0755554
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    U.S. TRUST 455 455 455
    KAYNE CLO K-1 351,928 351,928 351,928
    GREENOAKS CAPITAL OPPS FUND III K-1 3,456 3,456 3,456


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE FREDERICK A DELUCA FOUNDATION INC
    EIN:
    65-0755554
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 2,403,871 1,785,545   618,326


    TY 2020 TaxesSchedule
    Name:
    THE FREDERICK A DELUCA FOUNDATION INC
    EIN:
    65-0755554
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 268,718 268,718   0
    2020 ESTIMATED EXCISE TAX PAYMENTS 865,000 0   0
    2019 EXCISE TAX EXTENSION PAYMENT 100,000 0   0
    STATE TAXES 16 16   0