TY 2023 Form 990PF

- TIN:

Form990-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.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
The Andrew DeLuca Charitable Foundation

Number and street (or P.O. box number if mail is not delivered to street address)9 COLE DRIVE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
MEDFIELD, MA020523341

A Employer identification number

20-6075149

B Telephone number (see instructions)

(401) 427-1616

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

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 ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$802,723J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	38,876
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	14,467		14,467
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		66,264
b	Gross sales price for all assets on line 6a 556,963
7	Capital gain net income (from Part IV, line 2)...			66,264
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).......	List of Attached Documents: // Content	84	84
12	Total. Add lines 1 through 11........	119,691		80,815
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).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	7,206	0	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	7,206		0	0
25	Contributions, gifts, grants paid.......	53,107			53,107
26	Total expenses and disbursements. Add lines 24 and 25	60,313		0	53,107
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	59,378
b	Net investment income (if negative, enter -0-)			80,815
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	676,949	736,327	802,723
	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)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	676,949	736,327	802,723
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		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........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	676,949	736,327
	29	Total net assets or fund balances (see instructions).....	676,949	736,327
	30	Total liabilities and net assets/fund balances (see instructions).	676,949	736,327

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

676,949

Enter amount from Part I, line 27a .....................

59,378

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

736,327

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

736,327

Form 990-PF (2023)

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	SCHWAB US TIPS ETF	P	2023-04-19	2023-09-21
b	JH STR INC OPP I	P	2022-08-31	2023-04-19
c	JH STR INC OPP I	P	2022-08-31	2023-01-23
d	CALVERT SHT DUR INC I	P	2023-09-21	2023-10-26
e	BLKRCK LOW DUR BD I	P	2023-01-23	2023-09-21
	LOOMIS INVT GRD BD Y	P	2023-09-21	2023-11-01
	BLKRCK LOW DUR BD I	P	2023-04-19	2023-09-21
	SCHWAB S/T US TRSY ETF	P	2023-01-23	2023-09-21
	BLACKROCK	P	2022-08-31	2023-03-31
	NEUBERGER BERMAN	P	2023-03-31	2023-11-01
	ISHS U S TREAS ETF	P	2023-09-21	2023-11-01
	SCHWAB S/T US TRSY ETF	P	2023-04-19	2023-09-21
	CALVERT SHT DUR INC I	P	2023-09-21	2023-11-01
	BLACKROCK	P	2022-11-01	2023-09-21
	BLKRCK T/R I	P	2023-09-01	2023-09-21
	BLACKROCK	P	2023-08-01	2023-09-21
	BLACKROCK	P	2023-06-01	2023-09-21
	BLACKROCK	P	2022-10-03	2023-09-21
	BLACKROCK	P	2023-07-03	2023-09-21
	BLACKROCK	P	2023-05-01	2023-09-21
	SCHWAB US TIPS ETF	P	2023-05-05	2023-09-21
	BLACKROCK	P	2023-04-03	2023-09-21
	BLKRCK LOW DUR BD I	P	2022-12-20	2023-09-21
	BLACKROCK	P	2023-03-01	2023-09-21
	BLKRCK LOW DUR BD I	P	2022-11-01	2023-09-21
	SCHWAB US TIPS ETF	P	2022-12-22	2023-09-21
	BLKRCK LOW DUR BD I	P	2022-10-03	2023-09-21
	BLACKROCK	P	2023-02-01	2023-09-21
	SCHWAB US TIPS ETF	P	2023-06-07	2023-09-21
	SCHWAB US TIPS ETF	P	2022-12-07	2023-09-21
	SCHWAB US TIPS ETF	P	2022-10-07	2023-09-21
	BLACKROCK	P	2023-01-03	2023-09-21
	BLACKROCK	P	2022-12-01	2023-09-21
	SCHWAB US TIPS ETF	P	2023-08-07	2023-09-26
	BLKRCK LOW DUR BD I	P	2023-08-01	2023-09-21
	BLKRCK LOW DUR BD I	P	2023-09-01	2023-09-21
	BLKRCK LOW DUR BD I	P	2023-06-01	2023-09-21
	BLKRCK LOW DUR BD I	P	2023-07-03	2023-09-21
	SCHWAB US TIPS ETF	P	2023-04-10	2023-09-21
	BLKRCK LOW DUR BD I	P	2023-05-01	2023-09-21
	BLKRCK LOW DUR BD I	P	2023-04-03	2023-09-21
	SCHWAB US TIPS ETF	P	2023-07-10	2023-09-21
	BLKRCK LOW DUR BD I	P	2023-03-01	2023-09-21
	SCHWAB S/T US TRSY ETF	P	2023-04-10	2023-09-21
	BLKRCK LOW DUR BD I	P	2023-02-01	2023-09-21
	SCHWAB S/T US TRSY ETF	P	2023-05-05	2023-09-21
	BLACKROCK	P	2022-11-01	2023-03-31
	BLKRCK LOW DUR BD I	P	2023-01-03	2023-09-21
	SCHWAB US TIPS ETF	P	2023-09-08	2023-09-26
	BLKRCK LOW DUR BD I	P	2022-12-01	2023-09-21
	BLACKROCK	P	2022-10-03	2023-03-31
	SCHWAB S/T US TRSY ETF	P	2022-10-07	2023-09-21
	SCHWAB S/T US TRSY ETF	P	2023-06-07	2023-09-21
	SCHWAB US TIPS ETF	P	2022-11-07	2023-09-21
	SCHWAB S/T US TRSY ETF	P	2022-12-22	2023-09-21
	BLACKROCK	P	2022-12-01	2023-03-31
	BLACKROCK	P	2023-01-03	2023-03-31
	SCHWAB S/T US TRSY ETF	P	2023-02-07	2023-09-21
	BLACKROCK	P	2023-02-01	2023-03-31
	SCHWAB S/T US TRSY ETF	P	2022-12-07	2023-09-21
	SCHWAB S/T US TRSY ETF	P	2023-03-07	2023-09-21
	BLACKROCK	P	2023-03-01	2023-03-31
	SCHWAB S/T US TRSY ETF	P	2023-08-07	2023-09-21
	SCHWAB S/T US TRSY ETF	P	2022-11-07	2023-09-21
	SCHWAB S/T US TRSY ETF	P	2023-09-08	2023-09-26
	SCHWAB US TIPS ETF	P	2023-07-10	2023-09-26
	SCHWAB S/T US TRSY ETF	P	2023-07-10	2023-09-21
	CALVERT SHT DUR INC I	P	2023-09-21	2023-11-13
	BLACKROCK	P	2022-08-31	2023-01-23
	SCHWAB S/T US TRSY ETF	P	2023-08-07	2023-09-26
	ENERGY SEL SECT SPDR ETF	P	2022-09-01	2023-01-23
	WISDOMTREE US DV GRW ETF	P	2022-09-01	2023-01-23
	HRTFRD INTL VAL I	P	2023-01-23	2023-09-21
	ISHS S&P 500 GRW IDX ETF	P	2023-09-21	2023-12-15
	SELECT COMMN SVC SEL ETF	P	2022-12-12	2023-01-23
	LAZARD E/MKT EQ I	P	2023-01-23	2023-12-15
	HRTFRD INTL VAL I	P	2023-01-23	2023-12-15
	VNGRD TTL WORLD STK ETF	P	2022-12-12	2023-01-23
	SELECT COMMN SVC SEL ETF	P	2023-09-21	2023-12-15
	CONS DSCR SEL SPDR ETF	P	2023-09-21	2023-12-15
	VNGRD TTL WORLD STK ETF	P	2023-09-21	2023-12-15
	ENERGY SEL SECT SPDR ETF	P	2022-06-24	2023-01-23
	CONS DSCR SEL SPDR ETF	P	2022-12-12	2023-01-23
	ENERGY SEL SECT SPDR ETF	P	2022-03-24	2023-01-23
	FINL SEL SECT SPDR ETF	P	2023-03-23	2023-09-21
	SELECT COMMN SVC SEL ETF	P	2023-09-21	2023-10-12
	ISHS S&P 500 GRW IDX ETF	P	2023-09-21	2023-10-12
	CALVERT SHT DUR INC I	P	2023-09-21	2023-12-15
	FINL SEL SECT SPDR ETF	P	2023-06-23	2023-09-21
	LAZARD E/MKT EQ I	P	2023-01-23	2023-10-12
	HRTFRD INTL VAL I	P	2023-01-23	2023-10-12
	VNGRD TTL WORLD STK ETF	P	2022-06-24	2023-01-23
	VNGRD TTL WORLD STK ETF	P	2022-09-22	2023-01-23
	FINL SEL SECT SPDR ETF	P	2022-09-22	2023-09-21
	VNGRD TTL WORLD STK ETF	P	2022-12-22	2023-01-26
	WISDOMTREE US DV GRW ETF	P	2022-06-29	2023-01-23
	SPDR S&P 500 ETF	P	2022-12-12	2023-01-26
	SPDR S&P 500 ETF	P	2022-12-12	2023-01-23
	CONS DSCR SEL SPDR ETF	P	2022-12-22	2023-01-26
	VNGRD TTL WORLD STK ETF	P	2022-12-22	2023-01-23
	SELECT COMMN SVC SEL ETF	P	2022-12-22	2023-01-26
	SELECT COMMN SVC SEL ETF	P	2022-12-12	2023-01-26
	ISHS S&P 500 GRW IDX ETF	P	2022-06-15	2023-01-23
	CONS DSCR SEL SPDR ETF	P	2022-12-12	2023-01-26
	SPDR S&P 500 ETF	P	2022-10-31	2023-01-23
	FINL SEL SECT SPDR ETF	P	2022-12-22	2023-09-21
	SELECT COMMN SVC SEL ETF	P	2022-09-22	2023-01-23
	WISDOMTREE US DV GRW ETF	P	2022-08-30	2023-01-23
	HRTFRD INTL VAL I	P	2023-01-23	2023-11-01
	ISHS S&P 500 GRW IDX ETF	P	2022-09-30	2023-01-23
	WISDOMTREE US DV GRW ETF	P	2022-02-25	2023-01-23
	WISDOMTREE US DV GRW ETF	P	2022-07-28	2023-01-23
	ISHS S&P 500 GRW IDX ETF	P	2022-12-19	2023-01-26
	WISDOMTREE US DV GRW ETF	P	2022-05-27	2023-01-23
	WISDOMTREE US DV GRW ETF	P	2022-01-28	2023-01-23
	CALVERT SHT DUR INC I	P	2023-09-21	2023-10-12
	WISDOMTREE US DV GRW ETF	P	2022-04-28	2023-01-23
	ISHS S&P 500 GRW IDX ETF	P	2022-12-12	2023-01-26
	LAZARD E/MKT EQ I	P	2023-01-23	2023-11-01
	CALVERT SHT DUR INC I	P	2023-09-21	2023-10-26
	VNGRD TTL WORLD STK ETF	P	2023-09-21	2023-10-12
	CONS DSCR SEL SPDR ETF	P	2022-06-24	2023-01-23
	CONS DSCR SEL SPDR ETF	P	2023-09-21	2023-10-12
	CONS DSCR SEL SPDR ETF	P	2022-09-22	2023-01-23
	SELECT COMMN SVC SEL ETF	P	2022-06-24	2023-01-23
	SPDR S&P 500 ETF	P	2022-07-29	2023-01-23
	WISDOMTREE US DV GRW ETF	P	2022-03-30	2023-01-23
	ISHS S&P 500 GRW IDX ETF	P	2022-12-12	2023-01-23
	SPDR S&P 500 ETF	P	2022-04-29	2023-01-23
	VNGRD TTL WORLD STK ETF	P	2022-03-24	2023-01-23
	LAZARD E/MKT EQ I	P	2023-01-23	2023-10-26
	HRTFRD INTL VAL I	P	2023-01-23	2023-10-26
	ISHS S&P 500 GRW IDX ETF	P	2023-09-21	2023-11-01
	SELECT COMMN SVC SEL ETF	P	2023-09-21	2023-10-25
	SPDR S&P 500 ETF	P	2022-01-31	2023-01-23
	VNGRD TTL WORLD STK ETF	P	2023-09-21	2023-10-25
	CONS DSCR SEL SPDR ETF	P	2023-09-21	2023-10-25
	CONS DSCR SEL SPDR ETF	P	2022-03-24	2023-01-23
	ISHS S&P 500 GRW IDX ETF	P	2022-03-30	2023-01-23
	SELECT COMMN SVC SEL ETF	P	2022-03-24	2023-01-23
	CONS STPLS SEL SPDR ETF	P	2023-01-23	2023-10-12
	CONS STPLS SEL SPDR ETF	P	2023-01-23	2023-12-15
	VNGRD INFO TECH ETF	P	2022-03-29	2023-01-23
	ISHS S&P 500 GRW IDX ETF	P	2023-09-21	2023-10-25
	CONS STPLS SEL SPDR ETF	P	2023-01-23	2023-10-25
	FINL SEL SECT SPDR ETF	P	2022-12-12	2023-09-21
	SELECT COMMN SVC SEL ETF	P	2022-08-04	2023-01-23
	VNGRD INFO TECH ETF	P	2022-04-13	2023-01-23
	FINL SEL SECT SPDR ETF	P	2023-01-23	2023-09-21
	VNGRD GROWTH ETF	P	2017-01-11	2023-11-20
	SCHWAB S/T US TRSY ETF	P	2022-09-08	2023-09-21
	SCHWAB US TIPS ETF	P	2022-09-08	2023-09-21
	SCHWAB US TIPS ETF	P	2022-07-08	2023-09-21
	SCHWAB US TIPS ETF	P	2022-05-06	2023-09-21
	SCHWAB US TIPS ETF	P	2022-08-05	2023-09-21
	JH STR INC OPP I	P	2022-08-31	2023-11-01
	SCHWAB US TIPS ETF	P	2022-06-07	2023-09-21
	JH STR INC OPP I	P	2022-08-31	2023-10-26
	SCHWAB S/T US TRSY ETF	P	2022-08-31	2023-09-21
	BLKRCK LOW DUR BD I	P	2022-08-31	2023-09-21
	BLACKROCK	P	2022-08-31	2023-09-21
	SCHWAB US TIPS ETF	P	2022-04-13	2023-09-21
	ENERGY SEL SECT SPDR ETF	P	2021-05-07	2023-01-23
	ENERGY SEL SECT SPDR ETF	P	2021-11-29	2023-01-23
	VNGRD TTL WORLD STK ETF	P	2020-05-08	2023-01-23
	ISHS RUSS 1000 VAL ETF	P	2022-09-01	2023-09-21
	ISHS RUSS MDCP VAL ETF	P	2020-06-25	2023-01-23
	ISHS S&P 500 VAL IDX ETF	P	2021-05-07	2023-12-15
	VNGRD INFO TECH ETF	P	2022-04-13	2023-12-15
	ISHS MSCI INTL QLTY ETF	P	2022-09-01	2023-09-21
	VNGRD FTSE DEV MKTS ETF	P	2020-05-08	2023-09-21
	WISDOMTREE US DV GRW ETF	P	2022-09-01	2023-12-15
	ISHS RUSS MDCP VAL ETF	P	2021-01-06	2023-01-23
	ISHS RUSS 1000 VAL ETF	P	2022-09-01	2023-12-15
	VNGRD TTL WORLD STK ETF	P	2017-09-05	2023-01-23
	ISHS RUSS 1000 VAL ETF	P	2021-01-06	2023-01-23
	ISHS S&P 500 VAL IDX ETF	P	2021-01-06	2023-10-12
	VNGRD TTL WORLD STK ETF	P	2020-06-25	2023-01-23
	ISHS MSCI INTL QLTY ETF	P	2022-09-01	2023-12-15
	ISHARES	P	2022-09-01	2023-12-15
	WISDOMTREE US DV GRW ETF	P	2021-05-07	2023-01-23
	ISHS RUSS MDCP VAL ETF	P	2022-09-01	2023-12-15
	ENERGY SEL SECT SPDR ETF	P	2021-12-23	2023-01-23
	VNGRD INFO TECH ETF	P	2022-04-13	2023-10-12
	ENERGY SEL SECT SPDR ETF	P	2021-09-23	2023-01-23
	VNGRD TTL WORLD STK ETF	P	2020-03-26	2023-01-23
	SPDR S&P 500 ETF	P	2021-01-06	2023-01-23
	WISDOMTREE US DV GRW ETF	P	2022-09-01	2023-10-12
	WISDOMTREE US DV GRW ETF	P	2022-09-01	2023-10-25
	ENERGY SEL SECT SPDR ETF	P	2021-06-24	2023-01-23
	VNGRD FTSE DEV MKTS ETF	P	2020-06-25	2023-09-21
	ISHS RUSS MDCP VAL ETF	P	2022-09-01	2023-09-21
	VNGRD INFO TECH ETF	P	2022-04-13	2023-10-25
	ISHS RUSS MDCP VAL ETF	P	2020-09-29	2023-01-23
	VNGRD INFO TECH ETF	P	2020-11-16	2023-01-23
	ENERGY SEL SECT SPDR ETF	P	2022-09-01	2023-12-15
	ISHS MSCI INTL QLTY ETF	P	2022-09-01	2023-10-12
	ISHS MSCI INTL QLTY ETF	P	2022-09-01	2023-10-25
	VNGRD TTL WORLD STK ETF	P	2020-06-25	2023-01-23
	ISHARES	P	2022-09-01	2023-10-12
	WISDOMTREE US DV GRW ETF	P	2022-09-01	2023-11-01
	VNGRD FTSE DEV MKTS ETF	P	2020-05-19	2023-09-21
	VNGRD FTSE DEV MKTS ETF	P	2020-06-25	2023-09-21
	ISHARES	P	2022-09-01	2023-10-25
	ENERGY SEL SECT SPDR ETF	P	2022-09-01	2023-10-12
	FINL SEL SECT SPDR ETF	P	2022-06-24	2023-09-21
	ISHS RUSS 1000 VAL ETF	P	2022-09-01	2023-10-12
	VNGRD TTL WORLD STK ETF	P	2020-09-24	2023-01-23
	ISHS S&P 500 VAL IDX ETF	P	2021-01-06	2023-10-25
	VNGRD INFO TECH ETF	P	2022-04-13	2023-11-01
	ENERGY SEL SECT SPDR ETF	P	2022-09-01	2023-10-25
	HLTHCR SEL SECT SPDR ETF	P	2022-01-18	2023-12-15
	ISHS RUSS MDCP VAL ETF	P	2020-12-18	2023-01-23
	VNGRD FTSE DEV MKTS ETF	P	2020-09-24	2023-09-21
	SPDR S&P 500 ETF	P	2021-01-29	2023-01-23
	WSDMTR EX US QUAL ETF	P	2022-06-29	2023-12-15
	ISHARES	P	2022-09-01	2023-11-01
	ISHS S&P 500 VAL IDX ETF	P	2021-05-07	2023-11-01
	ISHS S&P 500 VAL IDX ETF	P	2021-03-31	2023-10-25
	ISHS RUSS 1000 VAL ETF	P	2022-06-15	2023-09-21
	FINL SEL SECT SPDR ETF	P	2022-08-04	2023-09-21
	ISHS RUSS 1000 VAL ETF	P	2021-03-31	2023-01-23
	WISDOMTREE US DV GRW ETF	P	2021-06-29	2023-01-23
	WISDOMTREE US DV GRW ETF	P	2021-09-29	2023-01-23
	ISHS RUSS MDCP VAL ETF	P	2022-06-15	2023-09-21
	ISHS RUSS MDCP VAL ETF	P	2021-03-31	2023-01-23
	WISDOMTREE US DV GRW ETF	P	2021-05-27	2023-01-23
	VNGRD TTL WORLD STK ETF	P	2020-12-24	2023-01-23
	WISDOMTREE US DV GRW ETF	P	2021-07-29	2023-01-23
	WISDOMTREE US DV GRW ETF	P	2021-10-28	2023-01-23
	WSDMTR EX US QUAL ETF	P	2021-12-30	2023-09-21
	WISDOMTREE US DV GRW ETF	P	2021-08-30	2023-01-23
	WISDOMTREE US DV GRW ETF	P	2021-11-29	2023-01-23
	ISHS RUSS 1000 VAL ETF	P	2021-09-30	2023-01-23
	ISHS RUSS 1000 VAL ETF	P	2021-06-16	2023-01-23
	ISHS RUSS MDCP VAL ETF	P	2021-06-16	2023-01-23
	ISHS RUSS MDCP VAL ETF	P	2021-09-30	2023-01-23
	VNGRD TTL WORLD STK ETF	P	2021-03-25	2023-01-23
	VNGRD INFO TECH ETF	P	2020-12-22	2023-01-23
	WSDMTR EX US QUAL ETF	P	2021-03-30	2023-01-23
	VNGRD INFO TECH ETF	P	2021-03-31	2023-01-23
	WISDOMTREE US DV GRW ETF	P	2021-10-27	2023-01-23
	ISHS RUSS 1000 VAL ETF	P	2022-09-01	2023-11-01
	ISHS RUSS 1000 VAL ETF	P	2022-03-30	2023-09-21
	SPDR S&P 500 ETF	P	2021-04-30	2023-01-23
	WSDMTR EX US QUAL ETF	P	2021-06-29	2023-01-23
	WSDMTR EX US QUAL ETF	P	2021-09-29	2023-01-23
	ISHS RUSS MDCP VAL ETF	P	2022-09-01	2023-10-12
	ISHS RUSS 1000 VAL ETF	P	2021-12-17	2023-09-21
	WISDOMTREE US DV GRW ETF	P	2021-12-30	2023-01-23
	ISHS RUSS MDCP VAL ETF	P	2021-12-17	2023-09-21
	SPDR S&P 500 ETF	P	2021-07-30	2023-01-23
	HLTHCR SEL SECT SPDR ETF	P	2022-01-18	2023-10-12
	HLTHCR SEL SECT SPDR ETF	P	2022-01-18	2023-11-01
	FINL SEL SECT SPDR ETF	P	2021-06-24	2023-09-21
	ISHS RUSS MDCP VAL ETF	P	2022-03-30	2023-09-21
	VNGRD FTSE DEV MKTS ETF	P	2021-03-25	2023-09-21
	SPDR S&P 500 ETF	P	2021-10-29	2023-01-23
	VNGRD TTL WORLD STK ETF	P	2021-09-23	2023-01-23
	WSDMTR EX US QUAL ETF	P	2022-03-03	2023-12-15
	CONS DSCR SEL SPDR ETF	P	2021-06-24	2023-01-23
	VNGRD INFO TECH ETF	P	2021-06-29	2023-01-23
	WSDMTR EX US QUAL ETF	P	2022-03-30	2023-12-15
	VNGRD FTSE DEV MKTS ETF	P	2020-12-24	2023-09-21
	ISHS RUSS MDCP VAL ETF	P	2022-09-01	2023-11-01
	VNGRD TTL WORLD STK ETF	P	2021-06-24	2023-01-23
	CONS DSCR SEL SPDR ETF	P	2021-09-23	2023-01-23
	FINL SEL SECT SPDR ETF	P	2021-09-23	2023-09-21
	WSDMTR EX US QUAL ETF	P	2022-03-03	2023-10-12
	VNGRD FTSE DEV MKTS ETF	P	2021-09-23	2023-09-21
	ISHS S&P 500 VAL IDX ETF	P	2021-05-07	2023-10-25
	VNGRD INFO TECH ETF	P	2021-10-04	2023-01-23
	CONS DSCR SEL SPDR ETF	P	2021-12-23	2023-01-23
	FINL SEL SECT SPDR ETF	P	2022-03-24	2023-09-21
	WISDOMTREE US DV GRW ETF	P	2022-01-18	2023-01-23
	WSDMTR EX US QUAL ETF	P	2021-05-07	2023-01-23
	ISHS RUSS MDCP VAL ETF	P	2021-10-27	2023-01-23
	VNGRD TTL WORLD STK ETF	P	2021-12-23	2023-01-23
	VNGRD INFO TECH ETF	P	2021-12-21	2023-01-23
	ISHS RUSS 1000 VAL ETF	P	2021-11-29	2023-01-23
	FINL SEL SECT SPDR ETF	P	2021-12-23	2023-09-21
	WSDMTR EX US QUAL ETF	P	2022-03-03	2023-10-25
	ISHS RUSS 1000 VAL ETF	P	2021-10-27	2023-01-23
	HLTHCR SEL SECT SPDR ETF	P	2022-01-18	2023-10-25
	VNGRD FTSE DEV MKTS ETF	P	2021-06-24	2023-09-21
	ISHS RUSS 1000 VAL ETF	P	2022-09-01	2023-10-25
	ISHS RUSS MDCP VAL ETF	P	2022-09-01	2023-10-25
	VNGRD FTSE DEV MKTS ETF	P	2021-11-29	2023-10-12
	WSDMTR EX US QUAL ETF	P	2021-10-27	2023-01-23
	VNGRD FTSE DEV MKTS ETF	P	2021-05-07	2023-09-21
	ISHS RUSS MDCP VAL ETF	P	2021-11-29	2023-09-21
	ISHS S&P SMCP600 VAL ETF	P	2021-05-07	2023-10-12
	ISHS S&P SMCP600 VAL ETF	P	2021-05-07	2023-12-15
	VNGRD FTSE DEV MKTS ETF	P	2021-11-29	2023-12-15
	VNGRD FTSE DEV MKTS ETF	P	2021-11-29	2023-10-25
	WSDMTR EX US QUAL ETF	P	2021-01-06	2023-01-23
	FINL SEL SECT SPDR ETF	P	2021-05-07	2023-09-21
	ISHS RUSS 1000 VAL ETF	P	2021-05-07	2023-01-23
	WISDOMTREE US DV GRW ETF	P	2021-11-29	2023-01-23
	WSDMTR EX US QUAL ETF	P	2021-10-27	2023-09-21
	ISHS S&P SMCP600 VAL ETF	P	2021-05-07	2023-10-25
	HLTHCR SEL SECT SPDR ETF	P	2022-01-18	2023-09-21
	ISHS RUSS MDCP VAL ETF	P	2021-11-29	2023-01-23
	VNGRD FTSE DEV MKTS ETF	P	2021-11-29	2023-09-21
	ISHS RUSS 1000 VAL ETF	P	2021-11-29	2023-09-21
	ISHS RUSS MDCP VAL ETF	P	2022-01-18	2023-09-21
	WSDMTR EX US QUAL ETF	P	2021-11-29	2023-09-21
	FINL SEL SECT SPDR ETF	P	2022-04-13	2023-09-21
	CONS DSCR SEL SPDR ETF	P	2021-05-07	2023-01-23
	WSDMTR EX US QUAL ETF	P	2022-03-03	2023-09-21
	VNGRD TTL WORLD STK ETF	P	2021-11-29	2023-01-23
	SPDR S&P 500 ETF	P	2021-11-29	2023-01-23
	ISHS RUSS MDCP VAL ETF	P	2022-04-13	2023-09-21
	FINL SEL SECT SPDR ETF	P	2021-11-29	2023-09-21
	ISHS S&P 500 GRW IDX ETF	P	2022-01-18	2023-01-23
	VNGRD INFO TECH ETF	P	2022-01-18	2023-01-23
	SELECT COMMN SVC SEL ETF	P	2022-01-18	2023-01-23
	CONS DSCR SEL SPDR ETF	P	2021-11-29	2023-01-23
	VNGRD INFO TECH ETF	P	2021-11-29	2023-01-23
	BLACKROCK	P	2023-01-23	2023-09-21
	BLACKROCK	P	2023-04-19	2023-09-21
	Schwab US TIPS ETF	P	2023-01-23	2023-09-21
	LoOMIS INVT GRD BD Y	P	2023-09-21	2023-10-26
	iSHS U S TREAS ETF	P	2023-09-21	2023-10-25
	NeuBERGER BERMAN	P	2023-03-31	2023-10-26

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,220	1,275	-55
b	1,967	2,002	-35
c	2,552	2,574	-22
d	5,296	5,306	-10
e	755	773	-18
	787	803	-16
	618	633	-15
	813	826	-13
	3,657	3,670	-13
	258	270	-12
	763	775	-12
	574	582	-8
	1,424	1,426	-2
	23	25	-2
	21	22	-1
	20	22	-2
	20	21	-1
	20	21	-1
	20	21	-1
	15	16	-1
	18	19	-1
	14	15	-1
	35	36	-1
	13	14	-1
	29	29	0
	20	20	0
	25	25	0
	9	10	-1
	18	19	-1
	12	13	-1
	30	31	-1
	8	8	0
	7	8	-1
	18	18	0
	18	19	-1
	18	19	-1
	17	18	-1
	17	18	-1
	7	7	0
	15	16	-1
	15	15	0
	24	24	0
	13	13	0
	15	15	0
	12	12	0
	14	14	0
	80	80	0
	11	11	0
	18	18	0
	10	10	0
	71	72	-1
	18	18	0
	16	16	0
	7	7	0
	9	9	0
	28	28	0
	30	30	0
	10	10	0
	24	24	0
	7	7	0
	13	13	0
	15	15	0
	18	18	0
	6	6	0
	17	17	0
	1	1	0
	17	17	0
	1,777	1,776	1
	2,578	2,562	16
	1	1	0
	17,841	15,392	2,449
	45,905	43,525	2,380
	7,646	7,279	367
	1,937	1,803	134
	1,380	1,264	116
	1,483	1,379	104
	1,131	1,039	92
	2,019	1,952	67
	925	861	64
	717	655	62
	817	756	61
	199	158	41
	2,203	2,172	31
	196	166	30
	250	230	20
	273	265	8
	493	485	8
	383	375	8
	204	196	8
	384	377	7
	290	283	7
	113	106	7
	75	68	7
	100	94	6
	92	86	6
	49	46	3
	202	199	3
	199	196	3
	29	27	2
	38	36	2
	17	15	2
	21	19	2
	53	52	1
	51	50	1
	29	28	1
	128	127	1
	11	11	0
	23	22	1
	101	101	0
	14	14	0
	38	38	0
	16	15	1
	15	15	0
	17	17	0
	8	8	0
	101	101	0
	23	23	0
	42	42	0
	135	135	0
	135	136	-1
	188	189	-1
	53	54	-1
	162	164	-2
	17	19	-2
	57	59	-2
	91	93	-2
	70	73	-3
	1,115	1,120	-5
	86	92	-6
	56	62	-6
	505	511	-6
	377	383	-6
	202	208	-6
	324	331	-7
	99	109	-10
	270	283	-13
	150	164	-14
	46	59	-13
	52	67	-15
	64	82	-18
	198	219	-21
	926	947	-21
	93	114	-21
	671	693	-22
	340	364	-24
	1,976	2,015	-39
	1,402	1,502	-100
	5,461	6,215	-754
	30,497	31,930	-1,433
	101,389	38,876	62,513
	16	17	-1
	40	43	-3
	79	86	-7
	77	87	-10
	100	111	-11
	257	273	-16
	121	138	-17
	960	1,023	-63
	3,667	3,753	-86
	3,673	3,762	-89
	2,435	2,590	-155
	1,939	2,265	-326
	9,873	5,852	4,021
	5,797	3,576	2,221
	6,517	4,949	1,568
	32,554	31,147	1,407
	4,226	2,833	1,393
	8,127	7,082	1,045
	5,324	4,324	1,000
	6,886	6,015	871
	4,190	3,369	821
	3,850	3,214	636
	5,451	4,872	579
	5,259	4,754	505
	1,836	1,385	451
	3,976	3,531	445
	2,013	1,696	317
	1,193	966	227
	1,112	893	219
	1,511	1,344	167
	6,247	6,089	158
	1,621	1,475	146
	315	192	123
	1,299	1,179	120
	261	142	119
	293	196	97
	1,469	1,381	88
	964	877	87
	1,253	1,169	84
	209	127	82
	579	505	74
	12,123	12,051	72
	1,626	1,572	54
	182	133	49
	858	814	44
	504	469	35
	273	238	35
	360	328	32
	151	122	29
	393	366	27
	377	351	26
	134	108	26
	162	140	22
	510	489	21
	176	156	20
	244	225	19
	1,357	1,337	20
	130	111	19
	150	130	20
	412	393	19
	175	156	19
	1,743	1,724	19
	133	115	18
	177	160	17
	146	137	9
	71	63	8
	129	122	7
	760	753	7
	87	82	5
	64	60	4
	136	134	2
	71	68	3
	68	66	2
	66	64	2
	85	83	2
	122	120	2
	26	26	0
	128	128	0
	28	28	0
	25	25	0
		1	-1
	32	32	0
	29	30	-1
	105	107	-2
	76	77	-1
	32	33	-1
	53	55	-2
	56	58	-2
	115	118	-3
	26	28	-2
	96	99	-3
	555	558	-3
	441	446	-5
	60	65	-5
	127	133	-6
	31	37	-6
	38	44	-6
	415	421	-6
	108	114	-6
	94	100	-6
	60	67	-7
	77	84	-7
	390	398	-8
	125	133	-8
	133	142	-9
	58	67	-9
	111	121	-10
	77	88	-11
	78	89	-11
	149	161	-12
	44	55	-11
	76	87	-11
	107	118	-11
	238	250	-12
	199	211	-12
	97	109	-12
	45	59	-14
	149	164	-15
	102	117	-15
	90	106	-16
	2,307	2,323	-16
	112	132	-20
	46	66	-20
	154	175	-21
	493	515	-22
	142	165	-23
	334	358	-24
	161	187	-26
	96	123	-27
	966	993	-27
	194	222	-28
	129	156	-27
	630	658	-28
	633	663	-30
	188	220	-32
	1,751	1,783	-32
	493	527	-34
	263	300	-37
	210	248	-38
	312	365	-53
	496	553	-57
	261	318	-57
	1,322	1,380	-58
	1,090	1,151	-61
	336	400	-64
	760	833	-73
	693	768	-75
	3,148	3,238	-90
	5,917	6,027	-110
	480	591	-111
	414	531	-117
	10,200	10,346	-146
	2,594	2,756	-162
	1,481	1,664	-183
	4,637	4,832	-195
	1,801	2,048	-247
	1,807	2,201	-394
	7,190	7,829	-639
	2,475	3,122	-647
	4,428	5,080	-652
	4,681	5,370	-689
	4,802	5,542	-740
	6,888	7,713	-825
	9,677	10,973	-1,296
	5,344	6,835	-1,491
	6,562	8,072	-1,510
	3,716	5,244	-1,528
	5,351	7,846	-2,495
	8,635	11,166	-2,531
	1,834	1,951	-117
	1,250	1,329	-79
	1,982	2,060	-78
	2,937	3,001	-64
	2,839	2,901	-62
	962	1,018	-56

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			-55
b			-35
c			-22
d			-10
e			-18
			-16
			-15
			-13
			-13
			-12
			-12
			-8
			-2
			-2
			-1
			-2
			-1
			-1
			-1
			-1
			-1
			-1
			-1
			-1
			0
			0
			0
			-1
			-1
			-1
			-1
			0
			-1
			0
			-1
			-1
			-1
			-1
			0
			-1
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			-1
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			0
			1
			16
			0
			2,449
			2,380
			367
			134
			116
			104
			92
			67
			64
			62
			61
			41
			31
			30
			20
			8
			8
			8
			8
			7
			7
			7
			7
			6
			6
			3
			3
			3
			2
			2
			2
			2
			1
			1
			1
			1
			0
			1
			0
			0
			0
			1
			0
			0
			0
			0
			0
			0
			0
			-1
			-1
			-1
			-2
			-2
			-2
			-2
			-3
			-5
			-6
			-6
			-6
			-6
			-6
			-7
			-10
			-13
			-14
			-13
			-15
			-18
			-21
			-21
			-21
			-22
			-24
			-39
			-100
			-754
			-1,433
			62,513
			-1
			-3
			-7
			-10
			-11
			-16
			-17
			-63
			-86
			-89
			-155
			-326
			4,021
			2,221
			1,568
			1,407
			1,393
			1,045
			1,000
			871
			821
			636
			579
			505
			451
			445
			317
			227
			219
			167
			158
			146
			123
			120
			119
			97
			88
			87
			84
			82
			74
			72
			54
			49
			44
			35
			35
			32
			29
			27
			26
			26
			22
			21
			20
			19
			20
			19
			20
			19
			19
			19
			18
			17
			9
			8
			7
			7
			5
			4
			2
			3
			2
			2
			2
			2
			0
			0
			0
			0
			-1
			0
			-1
			-2
			-1
			-1
			-2
			-2
			-3
			-2
			-3
			-3
			-5
			-5
			-6
			-6
			-6
			-6
			-6
			-6
			-7
			-7
			-8
			-8
			-9
			-9
			-10
			-11
			-11
			-12
			-11
			-11
			-11
			-12
			-12
			-12
			-14
			-15
			-15
			-16
			-16
			-20
			-20
			-21
			-22
			-23
			-24
			-26
			-27
			-27
			-28
			-27
			-28
			-30
			-32
			-32
			-34
			-37
			-38
			-53
			-57
			-57
			-58
			-61
			-64
			-73
			-75
			-90
			-110
			-111
			-117
			-146
			-162
			-183
			-195
			-247
			-394
			-639
			-647
			-652
			-689
			-740
			-825
			-1,296
			-1,491
			-1,510
			-1,528
			-2,495
			-2,531
			-117
			-79
			-78
			-64
			-62
			-56

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	66,264
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

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)	1	1,123
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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	1,123
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	1,123
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	2,025
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	2,025
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	902
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax902	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

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 XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. Click to see attachment

List of Attached Documents:

// Content

...............................

Yes

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Website address right arrow

N/A

The books are in care of right arrow

ANTHONY ELAINE DELUCA Telephone no. right arrow

(401) 427-1616

Located at right arrow

9 COLE DRIVEMEDFIELDMA ZIP+4 right arrow

02052

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2023, 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 right arrow

Form 990-PF (2023)

Page 5

Part VI-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

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? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)? ......................

1a(5)

(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.) ...............

1a(6)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2023? .............

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)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

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

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2023 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 2023.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 VII

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
ANTHONY J DELUCA	TRUSTEE 0.00	0	0	0
9 COLE DRIVE MEDFIELD,MA02052	TRUSTEE 0.00	0	0	0
ELAINE DELUCA	TRUSTEE 0.00	0	0	0
9 COLE DRIVE MEDFIELD,MA02052	TRUSTEE 0.00	0	0	0

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 (2023)

Page 7

Part VII

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
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-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 VIII-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......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

662,332

Average of monthly cash balances.......................

37,419

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

699,751

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

699,751

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

10,496

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

689,255

Minimum investment return. Enter 5% (0.05) of line 5................

34,463

Part X

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.)

Minimum investment return from Part IX, line 6..................

34,463

Tax on investment income for 2022 from Part V, line 5.......

1,123

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

1,123

Distributable amount before adjustments. Subtract line 2c from line 1............

33,340

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

33,340

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

33,340

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

53,107

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

53,107

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					33,340
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......	15,717
b From 2019......	5,759
c From 2020......	54,812
d From 2021......	117,667
e From 2022......	60,524
f Total of lines 3a through e ........		254,479
4Qualifying distributions for 2023 from Part
XI, line 4: $ 53,107
a Applied to 2022, but not more than line 2a				0
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 2023 distributable amount.....					33,340
e Remaining amount distributed out of corpus		19,767
5 Excess distributions carryover applied to 2023.		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		274,246
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 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					0
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 2018 not applied on line 5 or line 7 (see instructions) ...		15,717
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		258,529
10 Analysis of line 9:
a Excess from 2019....	5,759
b Excess from 2020....	54,812
c Excess from 2021....	117,667
d Excess from 2022....	60,524
e Excess from 2023....	19,767

Form 990-PF (2023)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, 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 IX, 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 XIV

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).)

ANTHONY J DELUCA

ELAINE 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 right arrow

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

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 (2023)

Page 11

Part XIV

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Catholic University of America 620 Michigan Ave NE Washington,DC20064		501(c)(3)	To provide challenging academic programs and experiences.	25,000
Dana farber cancer institutejimmy fund 10 brookline place west brookline,MA02445		501(c)(3)	To fund research	1,750
Fairfield University 1073 North Benson Road Fairfiled,CT068245195		501(c)(3)	To fund research.	2,500
GivenGain Bank House 81 St Judes Road Wilmington,DE19801		501(c)(3)	To enable non-profits to boost their fundraising income with tools that empower their supporters.	1,080
Leukemia & Lymphoma Society 70 Walnut Street Suite 301 Wellesley,MA02481		501(c)(3)	To fund research for the cure for blood cancers.	500
Pan-Mass Challenge 77 4th Avenue Needham,MA02494		501(c)(3)	To fund research	11,027
RODMAN RIDE FOR KIDS 10 Lincoln Rd 208 Foxborough,MA02035		501(c)(3)	To provide support for at-risk kids.	250
Thayer Academy 745 Washington St Braintree,MA02184		501(c)(3)	To provide financial and educational support for children.	10,000
Suffolk University 73 Tremont Street Boston,MA02108		501(c)(3)	To fund educational missions.	1,000
Total ................................. 3a				53,107

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2023)

Page 12

Part XV-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	(e) Related or exempt function income (See instructions.)
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 ....					14,467
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 .....					84
8 Gain or (loss) from sales of assets other than inventory ............					66,264
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		0	80,815

13Total. Add line 12, columns (b), (d), and (e)..................

80,815

(See worksheet in line 13 instructions to verify calculations.)

Part XV-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 XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)
3	INTEREST,IS APPLIED BY THE FOUNDATION IN PROVIDING DONATIONS TO BENEFICIARY ORGANIZATIONS AIDED BY THE FOUNDATION.
5	Dividends, is applied by the foundation in providing donations to beNEFICIARY ORGANIZATIONS AIDED BY THE FOUNDATION.

Form 990-PF (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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

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 instructions. 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 (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of organization The Andrew DeLuca Charitable Foundation

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	ANTHONY & ELAINE dELUCA 9 COLE DRIVE MEDFIELD, MA02052	$ 38,876	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Name of organization The Andrew DeLuca Charitable Foundation		Employer identification number 20-6075149

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
		$
(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
		$
(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) (2023)

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Commonwealth of MA	35	0		0
Investment Account Service Fee	6,818	0		0
Foreign Taxes	353	0		0


Name of organization The Andrew DeLuca Charitable Foundation			Employer identification number 20-6075149
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.) $ Use duplicate copies of Part III if additional space is needed.