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OSS CHILDREN'S CONCERTS, 2. IN-SCHOOL CONCERTS, 3. INSTRUMENT DONATION 148200 UNITED WAY OF BROWARD COUNTY 1300 S ANDREWS AVENUE FORT LAUDERDALE FL 33316 PC 2020 COVID-19 RESPONSE FUND 150000 UNITED WAY OF BROWARD COUNTY 1300 S ANDREWS AVENUE FORT LAUDERDALE FL 33316 PC COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, FOOD, TOYS AND BOOKS FOR CHILDREN) 200000 UNITED WAY OF MIAMI-DADE INC 3250 SOUTHWEST THIRD AVENUE MIAMI FL 331292712 PC EDEN PLACE 50000 UNITED WAY OF MIAMI-DADE INC 3250 SOUTHWEST THIRD AVENUE MIAMI FL 331292712 PC 2020 COVID-19 RESPONSE FUND 150000 UNITED WAY OF MIAMI-DADE INC 3250 SOUTHWEST THIRD AVENUE MIAMI FL 331292712 PC COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) 100000 UNITED WAY OF MIAMI-DADE INC 3250 SOUTHWEST THIRD AVENUE MIAMI FL 331292712 PC GOLDEN WISHES 20000 UNITED WAY OF PALM BEACH COUNTY INC 477 SOUTH ROSEMARY AVENUE SUITE 230 WEST PALM BEACH FL 33401 PC NUTRITION EXPANSION PROGRAM/HEALTHY MEALS OUT OF SCHOOL PALM BEACH COUNTY 141247 UNIVERSITY OF CHICAGO 5801 SOUTH ELLIS AVENUE CHICAGO IL 606375418 PC TMW CENTER FOR EARLY LEARNING + PUBLIC HEALTH: COMMUNITY-WIDE DEMONSTRATION PROJECT 373218 UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED 2390 ALUMNI DRIVE UNIT 3206 STORRS CT 062693206 PC UCONN SCHOOL OF NURSING 128511 UNIVERSITY OF FLORIDA FOUNDATION INC 1938 W UNIVERSITY AVENUE PO BOX 14425 GAINESVILLE FL 32604 PC UNIVERSITY OF FLORIDA NURSING: MEETING CRITICAL WORKFORCE NEEDS 2020 711600 URBAN LEAGUE OF BROWARD COUNTY INCORPORATED 560 NW 27TH AVENUE FORT LAUDERDALE FL 333118654 PC COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) 50000 URBAN LEAGUE OF BROWARD COUNTY INCORPORATED 560 NW 27TH AVENUE FORT LAUDERDALE FL 333118654 PC LIVING WELL 2020 100620 URBAN LEAGUE OF PALM BEACH COUNTY INC 1700 NORTH AUSTRALIAN AVENUE WEST PALM BEACH FL 33414 PC STEM NOW 128786 URBAN YOUTH IMPACT INC 2823 NORTH AUSTRALIAN AVENUE WEST PALM BEACH FL 33407 PC TLA CURRENT PROGRAM AND EXPANSION 200000 VILLAGE OF HOPE PALM BEACH COUNTY INC 3551 BURMA CIRCLE LAKE PARK FL 33403 PC TRANSITIONAL INDEPENDENT LIVING PROGRAM 100000 VITA NOVA INC 2724 N AUSTRALIAN AVENUE WEST PALM BEACH FL 33407 PC COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, AND FOOD) 10000 VITA NOVA INC 2724 N AUSTRALIAN AVENUE WEST PALM BEACH FL 33407 PC THE SPOT - PATH TO EMPLOYMENT 125000 WAKEMAN MEMORIAL ASSOCIATION INC 268 POST ROAD 2ND FLOOR ADMINISTRAT ON OFFICE FAIRFIELD CT 06824 PC SMILOW-BURROUGHS CLUBHOUSE - GENERAL OPERATING SUPPORT 50000 WOMEN IN DISTRESS OF BROWARD COUNTY INC PO BOX 50187 LIGHTHOUSE POINT FL 33074 PC DOMESTIC VIOLENCE COMMUNITY SERVICES COORDINATION PROGRAM 64605 YALE NEW HAVEN HOSPITAL YALE NEW HAVEN HEALTH/ SMILOW CANCER CENTER/ OFFICE OF DEVELOPMEN NEW HAVEN CT 065081849 PC TO ESTABLISH A CENTER FOR INNOVATION IN HEMATOLOGY RESEARCH 1443516 YALE NEW HAVEN HOSPITAL PO BOX 1849 NEW HAVEN CT 06508 PC SMILOW ONCOLOGY NURSING FUND SUPPORT FOR EDUCATION AND PROFESSIONAL DEVELOPMENT 205000 YALE UNIVERSITY (PEABODY) 170 WHITNEY AVENUE NEW HAVEN CT 06511 PC YALE PEABODY MUSEUM'S EVOLUTIONS AFTERSCHOOL PROGRAM 2020 - 2021 100000 YOUNG AT ART OF BROWARD INC 8000 W BROWARD BLVD SUITE 208 PLANTATION FL 33388 PC YAA ON THE GO 81728 YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA INC 900 SE 3RD AVENUE SUITE 300 FORT LAUDERDALE FL 333161118 PC COVID-19 EMERGENCY ASSISTANCE (RENT, UTILITIES, MEDICAL NEEDS, FOOD, AND LONG-TERM RECOVERY) 100000 YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA INC 900 SE 3RD AVENUE SUITE 300 FORT LAUDERDALE FL 333161118 PC DEPARTMENT OF COMMUNITY HEALTH 534000 YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH FLORIDA INC 900 SE 3RD AVENUE SUITE 300 FORT LAUDERDALE FL 333161118 PC MOBILE AQUATICS PROGRAM 250000 YWCA SOUTH FLORIDA INC 351 NW 5TH STREET MIAMI FL 33128 PC YWCA HER HEALTH 100625 24719511 0 14 11973128 14 355839 18 65169944 0 77498911 0 77498911 0 0 0 0 0 0 0 0 0 0 X X 1 ELISABETH C DELUCA 500 EAST BROWARD BLVD STE 2300 FORT LAUDERDALE FL 33394 10605555 X X 2 FREDERICK A DELUCA 2011 GRANTOR CHARITABLE LEAD ANNUITY TRUS C/O CUMMINGS LOCKWOOD PO BOX 120 STAMFORD CT 069040120 555574 X 3 FREDERICK A DELUCA 2010 GRANTOR CHA C/O CUMMINGS LOCKWOOD PO BOX 120 STAMFORD CT 069040120 162674 X 4 FREDERICK A DELUCA 2012 GRANTOR CHA C/O CUMMINGS LOCKWOOD PO BOX 120 STAMFORD CT 069040120 1558271 X 1 17,797 SHARES PD 443501 2002-01-14 1 52,900 SHARES AAPL 16540772 2020-01-15 1 150 SHARES AAPL 48005 2020-02-10 1 61,076 SHARES WORK 1832891 2020-08-06 1 148,955 SHARES PTON 10607086 2020-08-06 1 21,717 SHARES PINS 779206 2020-08-06 1 1,454 SHARES FB 362220 2020-08-06 1 11,544 SHARES LYFT 356594 2020-08-06 1 42,712 SHARES PD 1402662 2020-08-06 ACCOUNTING FEES 74121 37061 37061 ORANGE VOLUNTEER FIRE ASSOC INC 625 ORANGE CENTER RD ORANGE CT 06477 2020-10-30 42990 THE ORANGE FIRE DEPARTMENT WAS ESTABLISHED IN 1925 TO PROVIDE FIRE SUPPRESSION, RESCUE, PREVENTION, AND INSPECTIONS AS WELL AS HAZARDOUS MATERIALS RESPONSE TO THE TOWN OF ORANGE CONNECTICUT, AND ITS SURROUNDING COMMUNITIES. THE PURPOSE OF THE GRANT WAS TO FUND THE FIREFIGHTER SAFETY EQUIPMENT PROGRAM, INCLUDING THE PURCHASE OF SELF-CONTAINED BREATHING APPARATUS AND FACE MASKS THAT PROTECT FIREFIGHTERS IN THE LINE OF DUTY. 0 TO THE KNOWLEDGE OF THE GRANTOR, THERE WAS NO DIVERSION OF FUNDS. 7/1/2021 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. BOND FUNDS 67902448 67599423 CORPORATE BONDS 71978036 73938436 SHORT-TERM FUNDS 2812116 2812116 STOCK FUNDS 142902192 177524116 EXCHANGE TRADED FUNDS 65047777 78585339 CORPORATE STOCK 179735819 247087542 7873323 7913822 0 0 ALTERNATIVE INVESTMENTS FMV 99839222 112938107 LEGAL FEES 49611 24805 24805 ACCRUED INCOME (LOSS) 175981 -587528 -587528 DEPOSIT 1264 1264 INVESTMENT EXPENSES 743420 703696 0 INSURANCE 2207 0 2207 U.S. TRUST 455 455 455 KAYNE CLO K-1 351928 351928 351928 GREENOAKS CAPITAL OPPS FUND III K-1 3456 3456 3456 OTHER PROFESSIONAL FEES 2403871 1785545 618326 FOREIGN TAX WITHHELD 268718 268718 0 2020 ESTIMATED EXCISE TAX PAYMENTS 865000 0 0 2019 EXCISE TAX EXTENSION PAYMENT 100000 0 0 STATE TAXES 16 16 0