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
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 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$900,845J 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) 27,370
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 17,007 17,007  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 67,965
b Gross sales price for all assets on line 6a 419,992
7 Capital gain net income (from Part IV, line 2)... 67,965
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
61 61  
12 Total. Add lines 1 through 11........ 112,403 85,033  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
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)....... Click to see attachment
List of Attached Documents:
// Content
9,328 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,328 0   0
25 Contributions, gifts, grants paid....... 106,941 106,941
26 Total expenses and disbursements. Add lines 24 and 25 116,269 0   106,941
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,866
b Net investment income (if negative, enter -0-) 85,033
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......... 736,327 732,461 900,845
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)      
b Investments—corporate stock (attach schedule).......      
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) 736,327 732,461 900,845
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 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 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........ 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 736,327 732,461
29 Total net assets or fund balances (see instructions)..... 736,327 732,461
30 Total liabilities and net assets/fund balances (see instructions). 736,327 732,461
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
736,327
2
Enter amount from Part I, line 27a .....................
2
-3,866
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
732,461
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
732,461
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 N&B STR INC I P 2023-08-01 2024-03-28
b JH STR INC OPP I P 2023-06-01 2024-03-28
c JH STR INC OPP I P 2023-08-01 2024-03-28
d JH STR INC OPP I P 2023-10-02 2024-07-29
e JH STR INC OPP I P 2023-11-01 2024-07-29
JH STR INC OPP I P 2023-07-03 2024-03-28
JH STR INC OPP I P 2023-09-01 2024-03-28
N&B STR INC I P 2023-08-01 2024-07-29
CALVERT SHT DUR INC I P 2023-10-02 2024-01-22
JH STR INC OPP I P 2023-05-01 2024-03-28
N&B STR INC I P 2023-05-01 2024-03-28
N&B STR INC I P 2023-06-01 2024-03-28
N&B STR INC I P 2023-07-03 2024-03-28
JH STR INC OPP I P 2023-04-03 2024-03-28
N&B STR INC I P 2023-11-01 2024-07-29
N&B STR INC I P 2023-09-01 2024-07-29
N&B STR INC I P 2023-10-02 2024-07-29
ISHS U S TREAS ETF P 2023-11-07 2024-09-20
LOOMIS INVT GRD BD Y P 2023-10-30 2024-01-22
CALVERT SHT DUR INC I P 2023-11-01 2024-01-22
LOOMIS INVT GRD BD Y P 2023-09-28 2024-01-22
ISHS U S TREAS ETF P 2023-10-06 2024-09-20
SCHWAB S/T US TRSY ETF P 2023-11-20 2024-07-29
JH STR INC OPP I P 2023-11-13 2024-07-29
N&B STR INC I P 2023-11-13 2024-07-29
ISHS U S TREAS ETF P 2023-09-21 2024-09-20
CALVERT SHT DUR INC I P 2023-11-20 2024-07-29
SCHWAB S/T US TRSY ETF P 2023-11-20 2024-01-22
LOOMIS INVT GRD BD Y P 2023-11-20 2024-03-28
SCHWAB S/T US TRSY ETF P 2023-11-20 2024-09-20
LOOMIS INVT GRD BD Y P 2023-11-13 2024-03-28
CALVERT SHT DUR INC I P 2023-11-20 2024-01-22
CALVERT SHT DUR INC I P 2023-11-20 2024-09-20
ISHS U S TREAS ETF P 2023-09-21 2024-07-29
JH STR INC OPP I P 2023-11-13 2024-09-20
N&B STR INC I P 2023-11-13 2024-09-20
LOOMIS INVT GRD BD Y P 2023-11-20 2024-07-29
N&B STR INC I P 2023-03-31 2024-03-28
ISHS U S TREAS ETF P 2023-11-13 2024-09-20
LOOMIS INVT GRD BD Y P 2023-11-20 2024-09-20
LOOMIS INVT GRD BD Y P 2023-11-13 2024-01-22
CALVERT SHT DUR INC I P 2023-09-21 2024-01-22
SCHWAB S/T US TRSY ETF P 2023-11-13 2024-01-22
ISHS U S TREAS ETF P 2023-09-21 2024-01-22
LOOMIS INVT GRD BD Y P 2023-09-21 2024-01-22
JH STR INC OPP I P 2023-09-01 2024-07-29
SPDR S&P 500 ETF P 2024-03-28 2024-04-22
ISHS RUSS 1000 GRW ETF P 2024-03-28 2024-04-22
SCHWAB S/T US TRSY ETF P 2024-01-22 2024-03-28
ENERGY SEL SECT SPDR ETF P 2023-09-21 2024-01-22
ISHS MSCI INTL QLTY ETF P 2023-12-27 2024-01-22
CONS STPLS SEL SPDR ETF P 2023-01-23 2024-01-05
ENERGY SEL SECT SPDR ETF P 2023-12-21 2024-01-22
ENERGY SEL SECT SPDR ETF P 2023-12-21 2024-01-25
WSDMTR EX US QUAL ETF P 2023-12-28 2024-01-25
SCHWAB S/T US TRSY ETF P 2024-02-07 2024-04-03
ISHS MSCI INTL QLTY ETF P 2023-12-27 2024-01-25
SCHWAB S/T US TRSY ETF P 2024-03-08 2024-04-03
WSDMTR EX US QUAL ETF P 2023-12-28 2024-01-22
ISHS MSCI EAFE M VOL ETF P 2023-12-27 2024-01-25
FINL SEL SECT SPDR ETF P 2023-12-21 2024-01-25
CALVERT SHT DUR INC I P 2023-10-02 2024-03-28
CALVERT SHT DUR INC I P 2024-03-01 2024-03-28
ISHS MSCI EAFE M VOL ETF P 2023-12-27 2024-01-22
CALVERT SHT DUR INC I P 2024-02-01 2024-03-28
CALVERT SHT DUR INC I P 2023-12-01 2024-03-28
CALVERT SHT DUR INC I P 2024-01-02 2024-03-28
CALVERT SHT DUR INC I P 2023-11-01 2024-03-28
ISHS S&P SMCP600 VAL ETF P 2024-09-30 2024-11-27
WSDMTR EX US QUAL ETF P 2023-03-30 2024-01-22
ENERGY SEL SECT SPDR ETF P 2023-03-23 2024-01-22
WSDMTR EX US QUAL ETF P 2023-09-28 2024-01-22
WSDMTR EX US QUAL ETF P 2023-06-29 2024-01-22
FINL SEL SECT SPDR ETF P 2023-09-21 2024-01-25
ENERGY SEL SECT SPDR ETF P 2023-06-23 2024-01-22
FINL SEL SECT SPDR ETF P 2023-06-23 2024-01-22
ISHS S&P SMCP600 VAL ETF P 2023-12-27 2024-11-25
VNGRD TTL WORLD STK ETF P 2023-09-21 2024-01-05
LAZARD E/MKT EQ I P 2023-01-23 2024-01-05
ISHARES P 2023-06-13 2024-01-22
ISHARES P 2023-09-21 2024-01-22
HRTFRD INTL VAL I P 2023-01-23 2024-01-05
ISHS MSCI INTL QLTY ETF P 2023-06-13 2024-01-22
VNGRD TTL WORLD STK ETF P 2023-09-21 2024-04-22
ISHS S&P 500 GRW IDX ETF P 2023-09-21 2024-01-05
ISHS S&P SMCP600 VAL ETF P 2024-09-30 2024-11-25
SELECT COMMN SVC SEL ETF P 2023-09-21 2024-01-05
ISHS S&P SMCP600 VAL ETF P 2024-03-27 2024-11-25
ISHS RUSS 1000 GRW ETF P 2024-03-28 2024-07-29
VNGRD TTL WORLD STK ETF P 2023-09-21 2024-07-29
VNGRD FTSE DEV MKTS ETF P 2023-12-21 2024-10-09
CONS DSCR SEL SPDR ETF P 2023-09-21 2024-07-29
FINL SEL SECT SPDR ETF P 2023-09-21 2024-01-22
SPDR S&P 500 ETF P 2024-03-28 2024-07-29
ISHS S&P SMCP600 VAL ETF P 2024-06-17 2024-11-25
ISHS S&P 500 GRW IDX ETF P 2023-09-21 2024-04-22
CONS DSCR SEL SPDR ETF P 2023-09-21 2024-09-20
ISHS RUSS 1000 GRW ETF P 2024-03-28 2024-09-20
SPDR S&P 500 ETF P 2024-03-28 2024-09-20
VNGRD TTL WORLD STK ETF P 2023-09-21 2024-09-20
CALVERT SHT DUR INC I P 2023-09-21 2024-03-28
SELECT COMMN SVC SEL ETF P 2023-09-21 2024-04-22
ISHS S&P 500 GRW IDX ETF P 2023-09-21 2024-07-29
SELECT COMMN SVC SEL ETF P 2023-09-21 2024-07-29
ISHS S&P 500 GRW IDX ETF P 2023-09-21 2024-09-20
CALVERT SHT DUR INC I P 2023-09-21 2024-01-22
SELECT COMMN SVC SEL ETF P 2023-09-21 2024-09-20
VNGRD FTSE DEV MKTS ETF P 2024-01-22 2024-10-09
ISHS RUSS 1000 GRW ETF P 2024-03-28 2024-10-09
SPDR S&P 500 ETF P 2024-03-28 2024-10-09
SPDR S&P 500 ETF P 2024-03-28 2024-11-25
VNGRD TTL WORLD STK ETF P 2023-09-21 2024-03-28
ISHARES P 2023-01-23 2024-01-22
ISHS MSCI INTL QLTY ETF P 2023-01-23 2024-01-22
CONS DSCR SEL SPDR ETF P 2023-09-21 2024-03-28
ISHS S&P SMCP600 VAL ETF P 2024-01-22 2024-11-25
ISHS S&P 500 GRW IDX ETF P 2023-09-21 2024-01-22
JH STR INC OPP I P 2022-08-31 2024-03-28
JH STR INC OPP I P 2022-09-01 2024-03-28
JH STR INC OPP I P 2022-10-03 2024-03-28
JH STR INC OPP I P 2022-11-01 2024-03-28
JH STR INC OPP I P 2022-12-01 2024-03-28
JH STR INC OPP I P 2023-01-03 2024-03-28
JH STR INC OPP I P 2023-02-01 2024-03-28
JH STR INC OPP I P 2023-03-01 2024-03-28
ENERGY SEL SECT SPDR ETF P 2022-12-12 2024-01-22
VNGRD FTSE DEV MKTS ETF P 2022-01-18 2024-03-28
ISHS S&P SMCP600 VAL ETF P 2021-05-07 2024-03-28
ENERGY SEL SECT SPDR ETF P 2022-12-22 2024-01-22
ISHS S&P SMCP600 VAL ETF P 2021-05-07 2024-01-05
ISHS S&P SMCP600 VAL ETF P 2021-11-29 2024-04-22
VNGRD FTSE DEV MKTS ETF P 2021-11-29 2024-01-05
ISHS S&P SMCP600 VAL ETF P 2021-10-27 2024-03-28
VNGRD FTSE DEV MKTS ETF P 2021-12-23 2024-03-28
ISHS S&P SMCP600 VAL ETF P 2021-06-16 2024-03-28
ISHS S&P SMCP600 VAL ETF P 2021-09-30 2024-03-28
WISDOMTREE US DV GRW ETF P 2023-01-30 2024-11-25
HLTHCR SEL SECT SPDR ETF P 2022-12-12 2024-04-22
ISHS S&P SMCP600 VAL ETF P 2021-11-29 2024-03-28
VNGRD FTSE DEV MKTS ETF P 2022-03-24 2024-03-28
ISHS S&P SMCP600 VAL ETF P 2022-03-30 2024-11-25
CONS STPLS SEL SPDR ETF P 2023-01-23 2024-04-22
HLTHCR SEL SECT SPDR ETF P 2022-12-12 2024-01-22
WSDMTR EX US QUAL ETF P 2022-12-29 2024-01-22
HLTHCR SEL SECT SPDR ETF P 2022-03-24 2024-01-22
WISDOMTREE US DV GRW ETF P 2023-04-27 2024-11-25
WISDOMTREE US DV GRW ETF P 2023-07-28 2024-11-25
ISHS RUSS MDCP VAL ETF P 2022-12-12 2024-10-09
WISDOMTREE US DV GRW ETF P 2023-02-27 2024-11-25
WISDOMTREE US DV GRW ETF P 2023-08-30 2024-11-25
VNGRD FTSE DEV MKTS ETF P 2022-12-22 2024-04-22
ISHS S&P SMCP600 VAL ETF P 2021-11-29 2024-07-29
VNGRD FTSE DEV MKTS ETF P 2021-11-29 2024-03-28
CONS STPLS SEL SPDR ETF P 2023-01-23 2024-07-29
HLTHCR SEL SECT SPDR ETF P 2022-12-12 2024-07-29
WSDMTR EX US QUAL ETF P 2022-06-29 2024-01-22
ISHARES P 2022-12-19 2024-01-22
ISHS S&P SMCP600 VAL ETF P 2022-12-19 2024-11-25
HLTHCR SEL SECT SPDR ETF P 2022-01-18 2024-01-05
ISHS RUSS MDCP VAL ETF P 2022-09-01 2024-04-22
ISHS S&P SMCP600 VAL ETF P 2022-06-15 2024-11-25
LAZARD E/MKT EQ I P 2023-01-23 2024-04-22
ISHS RUSS MDCP VAL ETF P 2022-09-30 2024-09-20
ENERGY SEL SECT SPDR ETF P 2022-09-22 2024-01-22
WISDOMTREE US DV GRW ETF P 2023-06-29 2024-11-25
ISHS RUSS MDCP VAL ETF P 2022-09-01 2024-09-20
VNGRD FTSE DEV MKTS ETF P 2023-03-23 2024-10-09
HLTHCR SEL SECT SPDR ETF P 2022-09-22 2024-01-22
ISHS S&P SMCP600 VAL ETF P 2023-03-29 2024-11-25
HLTHCR SEL SECT SPDR ETF P 2022-12-12 2024-09-20
VNGRD FTSE DEV MKTS ETF P 2022-09-22 2024-03-28
ISHS S&P 500 VAL IDX ETF P 2021-06-16 2024-01-22
ISHS S&P SMCP600 VAL ETF P 2023-06-13 2024-11-25
ISHS S&P SMCP600 VAL ETF P 2021-12-17 2024-11-25
ISHS S&P SMCP600 VAL ETF P 2021-11-29 2024-09-20
ISHS RUSS MDCP VAL ETF P 2022-09-01 2024-01-05
WSDMTR EX US QUAL ETF P 2022-08-04 2024-01-22
WISDOMTREE US DV GRW ETF P 2023-05-30 2024-11-25
HLTHCR SEL SECT SPDR ETF P 2022-06-24 2024-01-22
CONS STPLS SEL SPDR ETF P 2023-01-23 2024-09-20
ISHS MSCI INTL QLTY ETF P 2022-12-19 2024-01-22
ISHS S&P 500 VAL IDX ETF P 2022-03-30 2024-03-28
ISHS RUSS MDCP VAL ETF P 2022-09-01 2024-07-29
ISHS S&P SMCP600 VAL ETF P 2021-11-29 2024-10-09
HRTFRD INTL VAL I P 2023-01-23 2024-04-22
ISHARES P 2022-09-01 2024-01-05
LAZARD E/MKT EQ I P 2023-01-23 2024-07-29
HLTHCR SEL SECT SPDR ETF P 2022-12-12 2024-10-09
VNGRD FTSE DEV MKTS ETF P 2023-09-21 2024-10-09
ISHS MSCI INTL QLTY ETF P 2022-09-01 2024-01-05
ISHS S&P 500 VAL IDX ETF P 2021-09-30 2024-01-22
WISDOMTREE US DV GRW ETF P 2022-10-28 2024-11-25
WISDOMTREE US DV GRW ETF P 2023-03-30 2024-11-25
ISHS S&P SMCP600 VAL ETF P 2022-09-30 2024-11-25
VNGRD FTSE DEV MKTS ETF P 2023-01-23 2024-04-22
ISHS RUSS MDCP VAL ETF P 2022-12-12 2024-11-25
LAZARD E/MKT EQ I P 2023-01-23 2024-08-21
VNGRD FTSE DEV MKTS ETF P 2022-12-22 2024-03-28
WISDOMTREE US DV GRW ETF P 2022-11-29 2024-11-25
VNGRD FTSE DEV MKTS ETF P 2023-06-23 2024-10-09
HRTFRD INTL VAL I P 2023-01-23 2024-07-29
LAZARD E/MKT EQ I P 2023-01-23 2024-09-20
ISHS S&P 500 VAL IDX ETF P 2021-12-17 2024-03-28
ISHS S&P 500 VAL IDX ETF P 2022-06-15 2024-03-28
ISHS S&P SMCP600 VAL ETF P 2023-10-02 2024-11-25
WSDMTR EX US QUAL ETF P 2022-09-29 2024-01-22
HRTFRD INTL VAL I P 2023-01-23 2024-09-20
VNGRD FTSE DEV MKTS ETF P 2023-01-23 2024-07-29
CONS STPLS SEL SPDR ETF P 2023-01-23 2024-10-09
ISHS RUSS 1000 VAL ETF P 2022-09-01 2024-01-05
VNGRD FTSE DEV MKTS ETF P 2023-01-23 2024-10-09
WSDMTR EX US QUAL ETF P 2022-12-12 2024-01-22
CONS DSCR SEL SPDR ETF P 2023-09-21 2024-10-09
ISHS S&P 500 VAL IDX ETF P 2022-12-19 2024-03-28
VNGRD INFO TECH ETF P 2022-04-13 2024-01-05
VNGRD FTSE DEV MKTS ETF P 2022-06-24 2024-03-28
WISDOMTREE US DV GRW ETF P 2022-09-01 2024-01-05
HLTHCR SEL SECT SPDR ETF P 2022-04-13 2024-01-22
ISHS MSCI INTL QLTY ETF P 2022-12-12 2024-01-22
ISHS RUSS MDCP VAL ETF P 2022-09-30 2024-10-09
VNGRD FTSE DEV MKTS ETF P 2023-01-23 2024-09-20
ISHS S&P 500 VAL IDX ETF P 2022-09-30 2024-03-28
VNGRD TTL WORLD STK ETF P 2023-09-21 2024-10-09
ISHS S&P 500 VAL IDX ETF P 2021-05-07 2024-01-22
ENERGY SEL SECT SPDR ETF P 2022-09-01 2024-01-22
WISDOMTREE US DV GRW ETF P 2022-09-29 2024-11-25
WISDOMTREE US DV GRW ETF P 2022-09-01 2024-04-22
WISDOMTREE US DV GRW ETF P 2022-12-29 2024-11-25
ISHS S&P 500 VAL IDX ETF P 2023-01-23 2024-04-22
ISHS S&P 500 VAL IDX ETF P 2021-05-07 2024-01-05
ISHS RUSS 1000 VAL ETF P 2022-09-01 2024-04-22
ISHARES P 2022-12-12 2024-01-22
ISHS S&P 500 VAL IDX ETF P 2021-10-27 2024-01-22
LAZARD E/MKT EQ I P 2023-01-23 2024-10-09
HRTFRD INTL VAL I P 2023-01-23 2024-10-09
WISDOMTREE US DV GRW ETF P 2022-09-01 2024-07-29
VNGRD INFO TECH ETF P 2022-04-13 2024-07-29
ISHS S&P SMCP600 VAL ETF P 2023-01-23 2024-11-25
VNGRD INFO TECH ETF P 2022-04-13 2024-04-22
ISHS S&P 500 VAL IDX ETF P 2023-01-23 2024-07-29
VNGRD INFO TECH ETF P 2022-04-13 2024-09-20
ISHS RUSS 1000 VAL ETF P 2022-09-01 2024-07-29
ISHS S&P 500 VAL IDX ETF P 2023-01-23 2024-09-20
WISDOMTREE US DV GRW ETF P 2022-09-01 2024-09-20
CONS DSCR SEL SPDR ETF P 2023-09-21 2024-11-25
ISHS RUSS 1000 VAL ETF P 2022-09-01 2024-09-20
VNGRD FTSE DEV MKTS ETF P 2022-12-12 2024-03-28
ISHS S&P 500 GRW IDX ETF P 2023-09-21 2024-10-09
ISHS S&P SMCP600 VAL ETF P 2021-11-29 2024-11-25
SELECT COMMN SVC SEL ETF P 2023-09-21 2024-10-09
ISHS RUSS 1000 VAL ETF P 2022-09-01 2024-03-28
LAZARD E/MKT EQ I P 2023-01-23 2024-03-28
ISHS S&P SMCP600 VAL ETF P 2022-12-12 2024-11-25
HLTHCR SEL SECT SPDR ETF P 2022-01-18 2024-01-22
CONS STPLS SEL SPDR ETF P 2023-01-23 2024-11-25
WSDMTR EX US QUAL ETF P 2022-09-01 2024-01-22
HRTFRD INTL VAL I P 2023-01-23 2024-03-28
ISHS S&P 500 VAL IDX ETF P 2023-01-23 2024-10-09
ISHS S&P 500 VAL IDX ETF P 2021-11-29 2024-01-22
WISDOMTREE US DV GRW ETF P 2022-09-01 2024-10-09
WISDOMTREE US DV GRW ETF P 2022-09-01 2024-01-22
ISHS RUSS 1000 VAL ETF P 2022-09-01 2024-10-09
ISHS RUSS MDCP VAL ETF P 2022-09-01 2024-03-28
ISHS S&P 500 VAL IDX ETF P 2021-11-29 2024-03-28
ISHS RUSS MDCP VAL ETF P 2022-09-01 2024-01-22
VNGRD INFO TECH ETF P 2022-04-13 2024-03-28
ISHS S&P SMCP600 VAL ETF P 2022-04-13 2024-11-25
ISHS S&P 500 VAL IDX ETF P 2022-04-13 2024-03-28
VNGRD INFO TECH ETF P 2022-04-13 2024-10-09
ISHS S&P 500 VAL IDX ETF P 2022-12-12 2024-03-28
ISHS S&P SMCP600 VAL ETF P 2023-09-21 2024-11-25
ISHARES P 2022-09-01 2024-01-22
ISHS MSCI INTL QLTY ETF P 2022-09-01 2024-01-22
VNGRD INFO TECH ETF P 2022-04-13 2024-01-22
WISDOMTREE US DV GRW ETF P 2022-09-01 2024-11-25
VNGRD INFO TECH ETF P 2022-04-13 2024-11-25
ISHS S&P 500 VAL IDX ETF P 2023-01-23 2024-03-28
ISHS S&P 500 VAL IDX ETF P 2022-09-01 2024-03-28
WISDOMTREE US DV GRW ETF P 2022-12-12 2024-11-25
WISDOMTREE US DV GRW ETF P 2023-09-21 2024-11-25
ISHS S&P 500 VAL IDX ETF P 2023-01-23 2024-11-25
ISHS RUSS 1000 VAL ETF P 2022-09-01 2024-11-25
(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 4   4 0
b 6   5 1
c 5   5 0
d 6   6 0
e 5   5 0
5   5 0
5   5 0
5   5 0
8   8 0
9   9 0
10   10 0
10   9 1
9   9 0
12   12 0
9   9 0
9   9 0
9   9 0
6   5 1
13   12 1
40   39 1
23   22 1
14   13 1
242   240 2
119   117 2
97   95 2
47   44 3
152   149 3
388   384 4
115   111 4
245   240 5
158   153 5
331   325 6
173   167 6
206   199 7
148   141 7
148   141 7
218   210 8
687   675 12
192   180 12
247   230 17
676   652 24
2,100   2,062 38
3,198   3,159 39
1,914   1,860 54
2,233   2,154 79
      0
498   523 -25
318   337 -19
3,762   3,779 -17
65   74 -9
164   167 -3
144   146 -2
31   33 -2
46   48 -2
14   14 0
14   14 0
8   8 0
14   14 0
1   1 0
39   39 0
2   1 1
5   5 0
10   10 0
249   249 0
20   19 1
25   24 1
25   24 1
26   25 1
8   7 1
58   57 1
87   86 1
20   19 1
105   103 2
31   28 3
80   77 3
36   31 5
51   45 6
101   94 7
186   179 7
502   495 7
276   267 9
142   132 10
357   347 10
106   94 12
219   208 11
118   107 11
144   132 12
102   86 16
355   337 18
114   94 20
237   216 21
186   164 22
230   208 22
546   523 23
121   97 24
239   208 31
197   164 33
374   337 37
568   523 45
236   189 47
2,441   2,389 52
318   265 53
271   208 63
339   265 74
285   208 77
3,477   3,397 80
356   265 91
967   874 93
1,135   1,011 124
2,303   2,093 210
1,792   1,570 222
1,658   1,417 241
7,442   7,184 258
7,261   6,949 312
4,424   3,929 495
3,908   3,291 617
7,160   6,380 780
472   464 8
5   5 0
60   59 1
59   58 1
21   20 1
39   39 0
18   17 1
11   11 0
3,054   3,200 -146
7,677   7,743 -66
1,218   1,252 -34
389   418 -29
200   212 -12
193   205 -12
142   150 -8
1,238   1,244 -6
478   483 -5
38   40 -2
81   81 0
3   2 1
140   139 1
520   517 3
69   65 4
32   28 4
150   146 4
573   568 5
53   48 5
154   148 6
24   18 6
44   35 9
50   41 9
36   26 10
47   37 10
78   68 10
215   205 10
3,751   3,741 10
157   146 11
150   139 11
112   101 11
145   133 12
55   42 13
278   265 13
118   105 13
56   43 13
208   194 14
53   39 14
389   375 14
68   53 15
79   63 16
104   88 16
129   113 16
73   57 16
155   139 16
71   55 16
123   106 17
85   68 17
116   98 18
325   308 17
229   211 18
252   233 19
73   55 18
222   203 19
165   146 19
176   156 20
137   116 21
127   105 22
741   718 23
311   287 24
208   183 25
208   181 27
305   277 28
201   173 28
147   119 28
197   168 29
100   70 30
114   83 31
104   73 31
550   518 32
140   108 32
207   174 33
209   175 34
130   95 35
274   239 35
312   276 36
231   194 37
223   183 40
155   115 40
159   118 41
189   145 44
347   295 52
651   591 60
570   510 60
658   594 64
550   483 67
827   759 68
396   327 69
302   233 69
464   393 71
389   317 72
487   409 78
7,557   7,475 82
917   832 85
344   253 91
728   637 91
324   226 98
477   378 99
794   690 104
4,021   3,910 111
358   234 124
654   526 128
453   322 131
897   762 135
1,042   904 138
1,030   891 139
1,998   1,858 140
1,213   1,066 147
804   652 152
1,127   964 163
633   468 165
563   393 170
1,066   890 176
965   786 179
947   762 185
579   393 186
1,092   891 201
980   762 218
744   526 218
887   655 232
1,131   891 240
1,857   1,591 266
1,061   763 298
2,482   2,150 332
1,263   927 336
1,971   1,634 337
4,506   4,140 366
2,250   1,789 461
8,998   8,528 470
4,349   3,861 488
3,667   3,085 582
6,985   6,342 643
3,146   2,439 707
5,300   4,585 715
2,504   1,753 751
4,152   3,390 762
3,602   2,823 779
4,894   4,108 786
4,187   3,363 824
10,555   9,691 864
3,672   2,752 920
6,276   5,330 946
5,788   4,823 965
2,981   1,965 1,016
5,228   4,146 1,082
6,158   4,705 1,453
13,575   12,033 1,542
8,544   6,938 1,606
9,066   7,075 1,991
6,540   4,515 2,025
6,847   4,324 2,523
14,837   12,115 2,722
11,016   8,286 2,730
11,006   8,077 2,929
20,538   15,697 4,841
33,199   24,699 8,500
34,444   25,711 8,733
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       0
b       1
c       0
d       0
e       0
      0
      0
      0
      0
      0
      0
      1
      0
      0
      0
      0
      0
      1
      1
      1
      1
      1
      2
      2
      2
      3
      3
      4
      4
      5
      5
      6
      6
      7
      7
      7
      8
      12
      12
      17
      24
      38
      39
      54
      79
      0
      -25
      -19
      -17
      -9
      -3
      -2
      -2
      -2
      0
      0
      0
      0
      0
      0
      1
      0
      0
      0
      1
      1
      1
      1
      1
      1
      1
      1
      2
      3
      3
      5
      6
      7
      7
      7
      9
      10
      10
      12
      11
      11
      12
      16
      18
      20
      21
      22
      22
      23
      24
      31
      33
      37
      45
      47
      52
      53
      63
      74
      77
      80
      91
      93
      124
      210
      222
      241
      258
      312
      495
      617
      780
      8
      0
      1
      1
      1
      0
      1
      0
      -146
      -66
      -34
      -29
      -12
      -12
      -8
      -6
      -5
      -2
      0
      1
      1
      3
      4
      4
      4
      5
      5
      6
      6
      9
      9
      10
      10
      10
      10
      10
      11
      11
      11
      12
      13
      13
      13
      13
      14
      14
      14
      15
      16
      16
      16
      16
      16
      16
      17
      17
      18
      17
      18
      19
      18
      19
      19
      20
      21
      22
      23
      24
      25
      27
      28
      28
      28
      29
      30
      31
      31
      32
      32
      33
      34
      35
      35
      36
      37
      40
      40
      41
      44
      52
      60
      60
      64
      67
      68
      69
      69
      71
      72
      78
      82
      85
      91
      91
      98
      99
      104
      111
      124
      128
      131
      135
      138
      139
      140
      147
      152
      163
      165
      170
      176
      179
      185
      186
      201
      218
      218
      232
      240
      266
      298
      332
      336
      337
      366
      461
      470
      488
      582
      643
      707
      715
      751
      762
      779
      786
      824
      864
      920
      946
      965
      1,016
      1,082
      1,453
      1,542
      1,606
      1,991
      2,025
      2,523
      2,722
      2,730
      2,929
      4,841
      8,500
      8,733
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 67,965
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 1,182
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 1,182
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 1,182
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,902
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 1,902
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 720
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow720 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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
 
No
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 arrowMA
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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
 
No
Website addressright arrowN/A
14
The books are in care ofright arrowANTHONY ELAINE DELUCA Telephone no.right arrow (401) 427-1616

Located atright arrow9 COLE DRIVEMEDFIELDMA ZIP+4right arrow02052
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)
 
No
(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
 
 
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
ANTHONY J DELUCA TRUSTEE
0.00 		0 0 0
9 COLE DRIVE
MEDFIELD,MA02052
ELAINE DELUCA TRUSTEE
0.00 		0 0 0
9 COLE DRIVE
MEDFIELD,MA02052
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 0
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 arrow0
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 arrow0
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
790,104
b
Average of monthly cash balances.......................
1b
11,933
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
802,037
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
802,037
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
12,031
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
790,006
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
39,500
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
39,500
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,182
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,182
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
38,318
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
38,318
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
38,318
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 ..........
1a
106,941
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
106,941
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 38,318
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 5,759
b From 2020...... 54,812
c From 2021...... 117,667
d From 2022...... 60,524
e From 2023...... 19,767
f Total of lines 3a through e ........ 258,529
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 106,941
a Applied to 2023, 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 2024 distributable amount..... 38,318
e Remaining amount distributed out of corpus 68,623
5 Excess distributions carryover applied to 2024. 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 5 327,152
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
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) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		5,759
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		321,393
10 Analysis of line 9:
a Excess from 2020.... 54,812
b Excess from 2021.... 117,667
c Excess from 2022.... 60,524
d Excess from 2023.... 19,767
e Excess from 2024.... 68,623
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).)
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 (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

Catholic University of America

620 Michigan Ave NE
Washington,DC20064 		  501(c)(3) To provide challenging academic programs and experiences. 5,511

Dana farber cancer institutejimmy fund

10 brookline place west
brookline,MA02445 		  501(c)(3) To fund research 5,500

Fairfield University

1073 North Benson Road
Fairfiled,CT068245195 		  501(c)(3) To fund research. 4,000

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. 563

Villanova University

800 Lancaster Avenue
Villanova,PA19085 		  501(c)(3) To prepare students to become ethical leaders. 50,000

Pan-Mass Challenge

77 4th Avenue
Needham,MA02494 		  501(c)(3) To fund research 12,305

Misericordia Foundation

6300 N Ridge Ave
Chicago,IL60660 		  501(c)(3) To provide support for individuals with disabilities. 1,062

Suffolk University

73 Tremont Street
Boston,MA02108 		  501(c)(3) To fund educational missions. 2,500

Thayer Academy

745 Washington St
Braintree,MA02184 		  501(c)(3) To provide financial and educational support for children. 25,000

Lysosomal & Rare Disorders Research & Treatment Center Inc

3702 Pender Dr Suite 170
Fairfax,VA22030 		  501(c)(3) To provide research & care for those affected by rare diseases. 500
Total .................................right arrow 3a 106,941
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		         
4 Dividends and interest from securities ....         17,007
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 .....         61
8 Gain or (loss) from sales of assets other than
inventory ............ 		        67,965
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 85,033
13Total. Add line 12, columns (b), (d), and (e)..................
13
85,033
(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.)
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 (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:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
The Andrew DeLuca Charitable Foundation
 
Employer identification number

20-6075149
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
The Andrew DeLuca Charitable Foundation
  		Employer identification number
20-6075149
Part I
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

$ 27,370


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
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.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 OtherExpensesSchedule
Name:
The Andrew DeLuca Charitable Foundation
EIN:
20-6075149
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 7,887 0   0
Foreign Taxes 386 0   0
Federal Taxes 1,000 0   0
Efile Fee 20 0   0


TY 2024 OtherIncomeSchedule2
Name:
The Andrew DeLuca Charitable Foundation
EIN:
20-6075149
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Other Portfolio Income from Investments 61 61 61


TY 2024 SubstantialContributorsSch
Name:
The Andrew DeLuca Charitable Foundation
EIN:
20-6075149
Name Address
Anthony J DeLuca 9 Cole Drive
Medfield,MA02052