Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
DELUXE CORPORATION FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 818095
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLEVELAND, OH44181
A Employer identification number

41-6034786
B Telephone number (see instructions)

(651) 483-7111
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$25,811,131J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 67,442 67,442  
4 Dividends and interest from securities... 732,969 732,969  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 525,230
b Gross sales price for all assets on line 6a 26,579,905
7 Capital gain net income (from Part IV, line 2)... 525,230
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).......      
12 Total. Add lines 1 through 11........ 1,325,641 1,325,641  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
282     282
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
53,548 51,328   2,220
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
18,072      
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
List of Attached Documents:
// Content
46,628 836   45,792
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 118,530 52,164   48,294
25 Contributions, gifts, grants paid....... 1,619,175 1,619,175
26 Total expenses and disbursements. Add lines 24 and 25 1,737,705 52,164   1,667,469
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -412,064
b Net investment income (if negative, enter -0-) 1,273,477
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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.............      
2 Savings and temporary cash investments......... 11,860,322 491,019 491,019
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 7,585,612 7,724,242 7,785,937
b Investments—corporate stock (attach schedule)....... 5,700,240 Click to see attachment
List of Attached Documents:
// Content
16,518,849 		17,534,175
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,146,174 24,734,110 25,811,131
Liabilities 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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 25,146,174 24,734,110
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 25,146,174 24,734,110
30 Total liabilities and net assets/fund balances (see instructions). 25,146,174 24,734,110
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
25,146,174
2
Enter amount from Part I, line 27a .....................
2
-412,064
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
24,734,110
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
24,734,110
Form 990-PF (2024)
Form 990-PF (2024)
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
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 26,579,905   26,054,675 525,230
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       525,230
b
c
d
e
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 2 525,230
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
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 right arrow 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) 1 17,701
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  
3 Add lines 1 and 2........................... 3 17,701
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 17,701
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 15,300
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 15300 7 15,300
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,403
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMN
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowHTTPS//WWW.DELUXE.COM/ABOUT/DELUXE-CARES/FOUNDATION/
14
The books are in care ofright arrowALEX GOODWIN Telephone no.right arrow (651) 490-8165

Located atright arrowPO BOX 818095CLEVELANDOH ZIP+4right arrow44181
15
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
15
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
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
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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(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)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
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
BARRY C MCCARTHY PRESIDENT
001.00 		0    
PO BOX 818095
CLEVELAND,OH44181
ANDREA KROSKA VICE PRESIDENT
001.00 		0    
PO BOX 818095
CLEVELAND,OH44181
WILLIAM C ZINT IV TREASURER
001.00 		0    
PO BOX 818095
CLEVELAND,OH44181
BRAD HONEY TREASURER
001.00 		0    
PO BOX 818095
CLEVELAND,OH44181
ALEX GOODWIN SECRETARY
008.00 		0    
PO BOX 818095
CLEVELAND,OH44181
GARRY L CAPERS JR DIRECTOR
001.00 		0    
PO BOX 818095
CLEVELAND,OH44181
JEFFREY L COTTER DIRECTOR
001.00 		0    
PO BOX 818095
CLEVELAND,OH44181
JEAN L HERRICK DIRECTOR
001.00 		0    
PO BOX 818095
CLEVELAND,OH44181
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...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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 NONE 0
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 NONE  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
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
25,187,048
b
Average of monthly cash balances.......................
1b
405,379
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
25,592,427
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
25,592,427
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
383,886
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,208,541
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,260,427
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.)
1
Minimum investment return from Part IX, line 6..................
1
1,260,427
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
17,701
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
17,701
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,242,726
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,242,726
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,242,726
Part XI
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 Click to see attachment
List of Attached Documents:
// Content
..........
1a
1,667,469
b
Program-related investments—total from Part VIII-B..................
1b
 
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 XII, line 4. .......
4
1,667,469
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,242,726
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 50,954
c From 2021......  
d From 2022...... 634,352
e From 2023......  
f Total of lines 3a through e ........ 685,306
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,667,469
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 1,242,726
e Remaining amount distributed out of corpus 424,743
5 Excess distributions carryover applied to 2024.    
(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 1,110,049
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,110,049
10 Analysis of line 9:
a Excess from 2020.... 50,954
b Excess from 2021....  
c Excess from 2022.... 634,352
d Excess from 2023....  
e Excess from 2024.... 424,743
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
NONE
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.
NONE
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 e-mail address of the person to whom applications should be addressed:
ALEX GOODWIN SI AND ENGMT MANAGER
PO BOX 818095
CLEVELAND,OH44181
(651) 483-7111
bThe form in which applications should be submitted and information and materials they should include:
COMPLETE THE GRANT APPLICATION LOCATED ON THE DELUXE CORPORATION FOUNDATION WEBSITE.
cAny submission deadlines:
GRANT APPLICATIONS ARE ACCEPTED FROM MAY 1 - AUGUST 31 EACH CALENDAR YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
QUALIFYING NONPROFIT ORGANIZATIONS MUST MEET GRANT FOCUS AREAS AND BE LOCATED IN DELUXE COMMUNITIES.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ALEX GOODWIN SI AND ENGMT MANAGER
PO BOX 818095
CLEVELAND,OH44181
(651) 483-7111
bThe form in which applications should be submitted and information and materials they should include:
MATCHES WILL AUTOMATICALLY BE APPLIED TO ELIGIBLE EMPLOYEE CONTRIBUTIONS.
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
DONATIONS TO ELIGIBLE ORGANIZATIONS WILL BE MATCHED UP TO 2,000 USD AND CAD PER EMPLOYEE PER YEAR.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ALEX GOODWIN SI AND ENGMT MANAGER
PO BOX 818095
CLEVELAND,OH44181
(651) 483-7111
bThe form in which applications should be submitted and information and materials they should include:
TRACK VOLUNTEER HOURS AND SUBMIT A REQUEST THROUGH THE YOURCAUSE PORTAL.
cAny submission deadlines:
REQUIRED HOURS MUST BE DONATED DURING A CALNDAR YEAR BY DELUXE EMPLOYEES.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
DONATED TIME TO ELIGIBLE ORGANIZATIONS MAY BE MATCHED WITH CASH UP TO 500 PER EMPLOYEE PER YEAR.
Form 990-PF (2024)
Form 990-PF (2024)
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)
aPaid during the year

ALEXANDRA HOUSE INC

10065 3RD ST NE
BLAINE,MN55434 		  PC GENERAL OPERATING SUPPORT 25,000

AMERICAN RED CROSS

431 18TH ST NW
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 250,000

CODE SAVVY

PO BOX 16628
ST LOUIS PARK,MN55416 		  PC GENERAL OPERATING SUPPORT 25,000

EMPOWR CO

2870 PEACHTREE RD NW 915-5827
ATLANTA,GA30305 		  PC GENERAL OPERATING SUPPORT 25,000

GREATER TWIN CITIES UNITED WAY

404 SOUTH EIGHTH STREET
MINNEAPOLIS,MN55404 		  PC EMPLOYEE GIVING 14,074

JUNIOR ACHIEVEMENT NORTH

1745 UNIVERSITY AVENUE WEST
ST PAUL,MN55104 		  PC BIZTOWN 25,000

JUNIOR ACHIEVEMENT NORTH

1745 UNIVERSITY AVENUE WEST
ST PAUL,MN55104 		  PC GENERAL OPERATING SUPPORT 75,000

JUNIOR ACHIEVEMENT OF GEORGIA INC

275 NORTHSIDE DR NW
ATLANTA,GA30314 		  PC BIZTOWN 25,000

JUNIOR ACHIEVEMENT OF GEORGIA INC

275 NORTHSIDE DR NW
ATLANTA,GA30314 		  PC GENERAL OPERATING SUPPORT 75,000

LATINO ECONOMIC DEVELOPMENT CENTER

804 MARGARET ST
ST PAUL,MN55106 		  PC GENERAL OPERATING SUPPORT 25,000

MEALS FROM THE HEART

5600 MEMORIAL AVE N
OAK PARK HEIGHTS,MN55082 		  PC GENERAL OPERATING SUPPORT 100,000

METROPOLITAN ECONOMIC DEVELOPMENT ASSOCIATION

1256 PENN AVENUE NORTH NO 4800
MINNEAPOLIS,MN55411 		  PC GENERAL OPERATING SUPPORT 100,000

MY VERY OWN BED

34 13TH AVE NE STE B002A
MINNEAPOLIS,MN55413 		  PC GENERAL OPERATING SUPPORT 25,000

NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS INC

250 WILLIAMS STREET NO 2322
ATLANTA,GA30303 		  PC GENERAL OPERATING SUPPORT 100,000

NATIONAL URBAN LEAGUE

80 PINE STREET
NEW YORK,NY10005 		  PC GENERAL OPERATING SUPPORT 200,000

NEIGHBORHOOD FOREST INC

5244 ZENITH AVENUE SOUTH
MINNEAPOLIS,MN55410 		  PC GENERAL OPERATING SUPPORT 37,500

OPEN ARMS OF MINNESOTA INC

2500 BLOOMINGTON AVE S
MINNEAPOLIS,MN55404 		  PC GENERAL OPERATING SUPPORT 25,000

RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY INC

2502 CHERRY STREET
KANSAS CITY,MO64108 		  PC GENERAL OPERATING SUPPORT 25,000

SPECIAL OLYMPICS MINNESOTA INC

900 2ND AVE S SUITE 300
MINNEAPOLIS,MN55402 		  PC GENERAL OPERATING SUPPORT 100,000

SUNSHINE ON A RANNEY DAY INCORPORATED

42C OAK STREET
ROSWELL,GA30075 		  PC GENERAL OPERATING SUPPORT 25,000

THE BLACKBAUD GIVING FUND

65 FAIRCHILD STREET
CHARLESTON,SC29492 		  PC EMPLOYEE GIVING 217,601

THE OSCAR MIKE FOUNDATION

21003 RIVER ROAD
MARENGO,IL60152 		  PC GENERAL OPERATING SUPPORT 25,000

YOUTH FRONTIERS INC

5215 EDINA INDUSTRIAL BLVD SUITE 40
MINNEAPOLIS,MN55439 		  PC GENERAL OPERATING SUPPORT 75,000
Total .................................right arrow 3a 1,619,175
bApproved for future payment

JUNIOR ACHIEVEMENT NORTH
1745 UNIVERSITY AVENUE WEST
ST PAUL,MN55104 		  PC BIZTOWN 25,000

JUNIOR ACHIEVEMENT OF GEORGIA INC
275 NORTHSIDE DR NW
ATLANTA,GA30314 		  PC BIZTOWN 25,000
Total ................................. right arrow 3b 50,000
Form 990-PF (2024)
Form 990-PF (2024)
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
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 ........... 		    14 67,442  
4 Dividends and interest from securities ....     14 732,969  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 525,230  
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) ..   1,325,641  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,325,641
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1 N/A
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24019833
Software Version: 24.0.1.0
Part VI Line 7 - Tax Paid with the Original Return: 15,300


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpStockSchedule
Name:
DELUXE CORPORATION FOUNDATION
EIN:
41-6034786
Software ID:
24019833
Software Version:
24.0.1.0
Name of Stock End of Year Book Value End of Year Fair Market Value
1321 shares of 3I GROUP PLC-UNSPON ADR ADR SEDOL B3DZ1X2 ISIN US88579N1054 26,901 29,855
45 shares of ABERCROMBIE FITCH CO CL A 6,265 6,726
104 shares of ACI WORLDWIDE INC 4,509 5,399
19 shares of ADDUS HOMECARE CORP 2,188 2,382
357 shares of ADMA BIOLOGICS INC 6,581 6,123
1562 shares of ADYEN NV-UNSPON ADR SEDOL BJXK4M9 ISIN US00783V1044 20,840 22,899
85 shares of AERCAP HOLDINGS NV ISIN NL0000687663 SEDOL B1HHKD3 7,753 8,135
30 shares of AEROVIRONMENT INC 5,690 4,617
17 shares of AGILENT TECHNOLOGIES IPO 2,590 2,284
105 shares of AGREE RLTY CORP REIT 6,548 7,397
78 shares of AKAMAI TECHNOLOGIES 7,343 7,461
49 shares of ALEXANDRIA REAL ESTATE EQUITIES INC 5,951 4,780
64 shares of ALLSTATE CORP 10,984 12,339
179 shares of ALLY FINANCIAL INC 7,050 6,446
105 shares of AMERICAN INTERNATIONAL GROUPINC 8,385 7,644
11 shares of AMERIPRISE FINANCIAL INC 4,761 5,857
45 shares of AMERIS BANCORP 2,766 2,816
39 shares of AMETEK INC NEW 6,791 7,030
45 shares of AON PLC/IRELAND-A SEDOL BLP1HW5 ISIN IE00BLP1HW54 13,147 16,162
58 shares of APOLLO GLOBAL MANAGEMENT INC 6,494 9,579
133 shares of ARAMARK 4,512 4,962
295 shares of ARCH CAPITAL GROUP LTD SEDOL 2740542 ISIN BMG0450A1053 29,721 27,243
64 shares of ARCOSA INC - W/I 6,838 6,191
12 shares of ARGENX SE - ADR ADR SEDOL BDVLM39 ISIN US04016X1019 5,036 7,380
44 shares of ARISTA NETWORKS INC 3,443 4,863
20274 shares of ARTISAN INTL SM/MID-INST 382,508 352,768
30 shares of ASM INTERNATIONAL N V 20,078 17,075
34 shares of ASML HOLDING NV-NY SEDOL B908F01 ISIN USN070592100 30,864 23,565
26 shares of ASSURANT INC 4,718 5,544
479 shares of ASTRAZENECA PLC SPONS ADR 36,814 31,384
94 shares of ATLASSIAN CORP CL A SEDOL BQ1PC76 ISIN US0494681010 17,245 22,878
246 shares of AVANTOR INC 6,052 5,183
126 shares of AXALTA COATING SYSTEMS LTD SEDOL BSFWCF5 ISIN BMG0750C1082 4,521 4,312
376 shares of BAE SYSYTEMS PLC SPONSORED ADR 26,197 21,492
75 shares of BELLRING BRANDS INC-W/I 4,062 5,651
82 shares of BERRY GLOBAL GROUP INC 4,531 5,303
25 shares of BLUEPRINT MEDICINES CORP 2,361 2,181
94 shares of BORG WARNER INC. 3,478 2,988
172 shares of BOX INC - CLASS A 5,666 5,435
41 shares of BRIGHT HORIZONS FAMILY SOLUT 5,313 4,545
42 shares of BURLINGTON STORES INC 8,037 11,973
56 shares of BWX TECHNOLOGIES INC 5,035 6,238
46 shares of CABOT CORP 4,643 4,200
12 shares of CADENCE DESIGN SYSTEMS INC 3,424 3,606
522 shares of CANADIAN NATURAL RESOURCES SEDOL 2171573 ISIN CA1363851017 19,758 16,114
365 shares of CANADIAN PACIFIC KANSAS CITY SEDOL BMBQR09 ISIN CA13646K1084 29,898 26,415
153 shares of CARGURUS INC 5,877 5,591
24 shares of CARPENTER TECHNOLOGY CORP 2,832 4,073
12 shares of CASEYS GENERAL STORES INC 4,060 4,755
57 shares of CBRE GROUP INC 5,050 7,484
35 shares of CENCORA INC 7,923 7,864
175 shares of CENTERPOINT ENERGY INC 5,323 5,553
73 shares of CENTURY COMMUNITIES INC 6,297 5,355
263 shares of CHAMPIONX CORPORATION 8,848 7,151
52 shares of CHENIERE ENERGY INC COM NEW 8,358 11,173
59 shares of CHURCHILL DOWNS INC 8,193 7,879
73 shares of CLEAN HARBORS INC 15,419 16,800
212 shares of CLEAR SECURE INC -CLASS A 4,085 5,648
67 shares of COLUMBIA SPORTSWEAR CO 5,590 5,623
52 shares of COMMERCE BANCSHARES INC 3,256 3,240
614 shares of COMPASS GROUP PLC-SPON ADR SEDOL BZBY5H7 ISIN US20449X4016 18,169 20,624
23 shares of CONSTELLATION BRANDS INC CL A 6,017 5,083
90 shares of COOPER COS INC/THE 8,615 8,274
62 shares of COSTAR GROUP INC 5,469 4,439
223 shares of COTERRA ENERGY INC 6,209 5,695
1073 shares of COUPANG INC 24,320 23,585
283 shares of CREDO TECHNOLOGY GROUP HOLDI SEDOL BLD13F2 ISIN KYG254571055 5,989 19,020
35 shares of CROWDSTRIKE HOLDINGS INC - A 10,849 11,976
30 shares of CYBER-ARK SOFTWARE LTD/ISRAE SEDOL BQT3XY6 ISIN IL0011334468 7,428 9,995
142 shares of DARLING INGREDIENTS INC 6,261 4,784
89 shares of DATADOG INC - CLASS A 10,553 12,717
21 shares of DECKERS OUTDOOR CORP 3,409 4,265
33 shares of DIAMOND BACK ENERGY INC 6,603 5,406
135 shares of DIGITALOCEAN HOLDINGS INC 5,301 4,599
14074 shares of DIMENSIONAL INTERNATIONAL VA ETF 523,750 499,346
39 shares of DISCOVER FINANCIAL W/I 4,820 6,756
59 shares of DOLBY LABORATORIES INC CLASS A 4,749 4,608
38 shares of DOLLAR TREE INC 4,457 2,848
18 shares of DOMINOS PIZZA INC. 9,271 7,556
54 shares of DORMAN PRODUCTS INC 7,470 6,996
36 shares of DOVER CORP 6,683 6,754
167 shares of DOXIMITY INC-CLASS A 6,171 8,916
62 shares of DTE ENERGY CO 7,175 7,487
9 shares of DUOLINGO 1,692 2,918
62 shares of DUTCH BROS INC-CLASS A 2,257 3,248
76 shares of EAST WEST BANCORP INC 5,798 7,278
74 shares of ELF BEAUTY INC 11,306 9,291
195 shares of ENCOMPASS HEALTH CORP 16,830 18,008
42 shares of ENTEGRIS INC 5,725 4,161
144 shares of ENTERGY CORP NEW 8,070 10,918
129 shares of ENVISTA HOLDINGS CORP 2,373 2,488
24 shares of EPAM SYSTEMS INC 6,119 5,612
19 shares of ESSEX PPTY TR INC REIT 4,955 5,423
80 shares of EVERGY INC 4,424 4,924
130 shares of EXACT SCIENCES CORP 6,798 7,305
59 shares of EXLSERVICE HOLDINGS INC 1,813 2,618
364 shares of EXPERIAN PLC SPON ADR 15,748 15,554
33 shares of F5 INC 5,705 8,299
20 shares of FABRINET SEDOL B4JSZL8 ISIN KYG3323L1005 4,502 4,398
71 shares of FEDERAL SIGNAL CORP 6,250 6,560
99 shares of FERGUSON ENTERPRISES INC 21,610 17,183
88 shares of FERRARI NV - W/I SEDOL BZ1GMK5 ISIN NL0011585146 35,619 37,386
447 shares of FIRST HORIZON CORPORATION 7,045 9,002
41 shares of FIRST MERCHANTS CORP 1,455 1,635
21 shares of FIRSTCASH HLDGS INC 2,483 2,175
29 shares of FIVE BELOW 3,362 3,044
135 shares of FLOWSERVE CORP 6,866 7,765
113 shares of FMC CORPORATION NEW 7,449 5,493
101 shares of FORM FACTOR INC 5,644 4,444
81 shares of FRESHPET INC 10,344 11,997
290 shares of FRESHWORKS INC-CL A 4,745 4,689
144 shares of FRONTDOOR INC-W/I 5,752 7,872
230 shares of GAP INC 5,841 5,435
13 shares of GARTNER INC 5,724 6,298
21 shares of GENERAC HOLDINGS INC 3,119 3,256
349 shares of GENPACT LTD SEDOL B23DNK6 ISIN BMG3922B1072 12,525 14,990
161 shares of GENTEX CORP 5,586 4,626
219 shares of GFL ENVIRONMENTAL INC-SUB VT SEDOL BKDT650 ISIN CA36168Q1046 7,228 9,754
69 shares of GLOBAL PAYMENTS INC-W/I 7,498 7,732
37 shares of GLOBANT SA SEDOL BP40HF4 ISIN LU0974299876 6,486 7,934
22 shares of GRAND CANYON EDUCATION INC 3,289 3,603
65 shares of HAEMONETICS CORP 6,149 5,075
92 shares of HASBRO INC 5,543 5,144
29 shares of HEALTHEQUITY INC 2,264 2,782
35 shares of HEICO CORP NEW 7,532 8,321
9679 shares of HENNESSY FOCUS FUND CLASS INS 440,573 439,697
73 shares of HEXCEL CORP 5,043 4,577
34 shares of HILTON WORLDWIDE HLDGS - W/I 7,030 8,403
187 shares of HIMS HERS HEALTH INC 2,330 4,521
88 shares of HOLOGIC INC 6,669 6,344
149 shares of HOST HOTELS RESORTS INC REIT 2,722 2,610
25 shares of HOULIHAN LOKEY INC 4,221 4,341
11 shares of HUBBELL INC 4,715 4,608
18 shares of HUBSPOT INC 10,481 12,542
9 shares of HUMANA INC 3,010 2,283
31 shares of HUNT J B TRANSPORT SERVICES INC 5,248 5,290
26 shares of ICF INTERNATIONAL INC 3,946 3,099
747 shares of ICICI BANK LTD SPON ADR 20,245 22,305
138 shares of ICON PLC SEDOL B94G471 ISIN IE0005711209 42,725 28,940
45 shares of ICU MED INC 6,900 6,983
50 shares of ILLUMINA INC 5,645 6,682
55 shares of INGREDION INC 6,593 7,566
28 shares of INSULET CORP 5,604 7,310
61 shares of INTERNATIONAL FLAVORS FRAGRANCES INC 5,890 5,157
15747 shares of ISHARES CORE SP 500 ETF 8,114,169 9,269,944
21704 shares of ISHARES MSCI INTL QUALITY FACTOR ETF 813,677 805,652
62 shares of ITRON INC. 6,571 6,732
25 shares of KBR INC 1,632 1,448
56 shares of KEYSIGHT TECHNOLOGIES IN-W/I 8,247 8,995
18 shares of KIRBY CORP 2,083 1,904
14 shares of KRYSTAL BIOTECH INC 2,213 2,193
21 shares of L3 HARRIS TECHNOLOGIES INC 4,621 4,416
36 shares of LABCORP HOLDINGS INC 7,473 8,255
100 shares of LAMB WESTON HOLDING INC-W/I 8,176 6,683
64 shares of LEIDOS HOLDINGS INC-W/I 9,404 9,220
25 shares of LENNAR CORP CLASS A 4,049 3,409
137 shares of LIVANOVA PLC SEDOL BYMTOJ1 ISIN GB00BYMT0J19 8,027 6,344
127 shares of LKQ CORP 5,545 4,667
32708 shares of LONGLEAF PARTNERS FDS TR INTL FD 4428 540,737 492,908
20 shares of LPL FINANCIAL HOLDINGS INC 5,186 6,530
23642 shares of LSV SMALL CAP FUND-INST 435,057 439,029
51 shares of MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 5,342 6,625
99 shares of MAGNOLIA OIL GAS CORP CLASS A 2,586 2,315
104 shares of MARVELL TECHNOLOGY GROUP LTD 7,081 11,487
47 shares of MATADOR RESOURCES CO 2,979 2,644
752 shares of MEITUAN UNSP ADR 33,528 29,185
10 shares of MERCADOLIBRE INC 17,288 17,004
59 shares of MERIT MEDICAL SYSTEMS 4,731 5,706
32 shares of MICROCHIP TECHNOLOGY INC 2,903 1,835
45 shares of MID AMER APT CMNTYS INC 6,630 6,956
1082 shares of MITSUBISHI HEAVY INDUSTRIES ADR SEDOL BSY13M7 ISIN US6067934041 26,593 30,274
103 shares of MONDAY.COM LTD SEDOL BMHRYX8 ISIN IL0011762130 22,452 24,250
11 shares of MONOLITHIC POWER SYSTEMS INC 9,825 6,509
46 shares of MR COOPER GROUP INC 4,258 4,416
29 shares of NATERA INC 3,063 4,591
272 shares of NEOGENOMICS INC COM NEW 4,216 4,483
54 shares of NEW LINDE PLC SEDOL BNZHB81 ISIN IE000S9YS762 23,547 22,608
208 shares of NISOURCE INC 5,973 7,646
36 shares of NOVA LTD SEDOL 2577740 ISIN IL0010845571 7,180 7,090
471 shares of NOVO NORDISK A S ADR 60,390 40,515
1570 shares of NU HOLDINGS LTD/CAYMAN ISL-A SEDOL BN6NP19 ISIN KYG6683N1034 18,798 16,265
12 shares of O REILLY AUTOMOTIVE INC 12,727 14,229
20238 shares of OAKMARK INTL SM CAP-R6 400,849 359,628
106 shares of OMNICELL INC 4,958 4,719
171 shares of ON HOLDING AG-CLASS A SEDOL BPF0FP9 ISIN CH1134540470 5,712 9,366
38 shares of ONTO INNOVATION INC 8,363 6,333
162 shares of OSCAR HEALTH INC - CLASS A 3,258 2,177
29 shares of OSI SYS INC 4,111 4,855
12 shares of PARKER HANNIFIN CORP 6,675 7,632
79 shares of PARSONS CORP 6,338 7,288
276 shares of PAYONEER GLOBAL INC 2,125 2,771
44 shares of PEGASYSTEMS INC 3,555 4,101
130 shares of PERFORMANCE FOOD GROUP CO 9,229 10,992
709 shares of PERMIAN RESOURCES CORP 11,498 10,195
53 shares of PINNACLE FINANCIAL 4,391 6,063
279 shares of PINTEREST INC- CLASS A 11,606 8,091
12 shares of POOL CORP 4,521 4,091
196 shares of PRIMO BRANDS CORP-A 4,573 6,031
62 shares of PROCORE TECHNOLOGIES INC 4,345 4,646
40 shares of PTC INC 7,181 7,355
41492 shares of PZENA EMERG MKTS VALUE-INST 541,272 492,927
33 shares of Q2 HOLDINGS INC 2,210 3,321
72 shares of QORVO INC 7,124 5,035
15 shares of QUALYS INC 2,246 2,103
19 shares of QUANTA SVCS INC 5,187 6,005
129 shares of RAMBUS INC DEL 6,777 6,819
72 shares of REGAL REXNORD CORPORATION 11,371 11,169
42 shares of REINSURANCE GROUP OF AMERICA 8,803 8,972
4290 shares of ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR 31,013 30,519
92 shares of RYAN SPECIALTY HOLDINGS INC CL A 5,490 5,903
704 shares of SAFRAN SA UNSPON ADR 40,315 38,368
16 shares of SAIA INC 7,131 7,292
102 shares of SAMSARA INC-CL A 5,155 4,456
151 shares of SAP SE SPONSORED ADR 37,162 37,178
468 shares of SCHNEIDER ELECTRIC SE 23,676 23,232
364 shares of SEA LTD-ADR ADR SEDOL BYWD7L4 ISIN US81141R1005 26,767 38,620
61776 shares of SEAFARER OVERSEAS GROWTH INCOME INSTL CLASS FD 11602 770,855 717,831
146 shares of SHARKNINJA INC SEDOL BRS7681 ISIN KYG8068L1086 10,839 14,215
124 shares of SHIFT4 PAYMENTS INC-CLASS A 8,005 12,869
510 shares of SIEMENS ENERGY AG-UNSP ADR SEDOL BN0T955 ISIN US82621A1043 23,812 26,673
86 shares of SKYWEST INC 6,657 8,611
14 shares of SNAP ON INC 3,959 4,753
81 shares of SPOTIFY TECHNOLOGY SA SEDOL BFZ1K46 ISIN LU1778762911 26,246 36,238
36 shares of SPROUTS FARMERS MARKETS INC 2,757 4,575
14 shares of SPS COMMERCE INC 2,701 2,576
23 shares of SPX TECHNOLOGIES 3,297 3,347
83 shares of STANDARDAERO INC 2,492 2,055
320 shares of STARWOOD PROPERTY TRUST INC 6,334 6,064
105 shares of STERIS PLC SEDOL BFY8C75 ISIN IE00BFY8C754 23,875 21,584
42 shares of STRATEGIC ED INC 4,738 3,924
63 shares of STRIDE INC 4,905 6,548
255 shares of TAIWAN SEMICONDUCTOR MTG CO ADR 40,137 50,360
46 shares of TAKE TWO INTERACTIVE SOFTWARE CDT 6,722 8,468
151 shares of TANDEM DIABETES CARE INC 6,627 5,439
11 shares of TELEDYNE TECHNOLOGIES INC 5,032 5,105
46 shares of TEXAS ROADHOUSE INC 7,826 8,300
27 shares of THE SCOTTS MIRACLE-GRO COMPANY 1,825 1,791
39 shares of TOAST INC-CLASS A 1,503 1,422
33339 shares of TOUCHSTONE SANDS EM GR-R6 488,432 479,414
88 shares of TRADE DESK INC/THE -CLASS A 7,675 10,343
141 shares of TREEHOUSE FOODS INC WHEN ISS 4,907 4,953
146 shares of TYSON FOODS INC CLASS A 8,680 8,386
643 shares of UBS GROUP AG SEDOL BRJL176 ISIN CH0244767585 19,252 19,496
364 shares of UNDER ARMOUR INC CLASS A 3,446 3,014
57 shares of UNIVERSAL DISPLAY CORP 9,767 8,333
149 shares of VALVOLINE INC 6,289 5,391
46 shares of VARONIS SYSTEMS INC 2,584 2,044
125 shares of VERACYTE INC 2,808 4,950
79 shares of VERTIV HOLDINGS LLC 8,491 8,975
52 shares of VISTRA CORP 4,947 7,169
37 shares of WABTEC CORP 6,172 7,015
91 shares of WASTE CONNECTIONS INC SEDOL BYVG1F6 ISIN CA94106B1013 15,204 15,614
12 shares of WATSCO INC 5,763 5,687
75 shares of WAYSTAR HOLDING CORP 2,437 2,753
80 shares of WEATHERFORD INTL LTD SEDOL BLNN369 ISIN IE00BLNN3691 8,845 5,730
88 shares of WEBSTER FINANCIAL CORP 4,018 4,859
92 shares of WEC ENERGY GROUP INC 7,758 8,652
51 shares of WESCO INTERNATIONAL INC 8,810 9,229
26 shares of WILLIS TOWERS WATSON PLC SEDOL BDB6Q21 ISIN IE00BDB6Q211 6,683 8,144
9 shares of WINGSTOP INC 3,542 2,558
11041 shares of WISDOMTREE U.S. QUALITY DIVI ETF 839,899 893,548
46 shares of XYLEM INC 6,420 5,337
524 shares of ZETA GLOBAL HOLDINGS CORP-A 8,738 9,427
62 shares of ZIMMER BIOMET HOLDINGS INC 7,325 6,549
145 shares of ZURN ELKAY WATER SOLUTIONS CORPORATION 4,617 5,408

TY 2024 LegalFeesSchedule
Name:
DELUXE CORPORATION FOUNDATION
EIN:
41-6034786
Software ID:
24019833
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FAEGRE DRINKER 282     282


TY 2024 OtherExpensesSchedule
Name:
DELUXE CORPORATION FOUNDATION
EIN:
41-6034786
Software ID:
24019833
Software Version:
24.0.1.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 46 46    
FOREIGN TAX WITHHELD 640 640    
PROCESSING FEES WITHHELD 150 150    
VOLUNTEER T-SHIRTS 45,792     45,792


TY 2024 OtherProfessionalFeesSchedule
Name:
DELUXE CORPORATION FOUNDATION
EIN:
41-6034786
Software ID:
24019833
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 47,049 47,049    
INVESTMENT PERFORMANCE FEES 4,279 4,279    
CONSULTING FEES 2,220     2,220


TY 2024 TaxesSchedule
Name:
DELUXE CORPORATION FOUNDATION
EIN:
41-6034786
Software ID:
24019833
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2024 FEDERAL EXCISE TAX PAYMENTS 18,072