NAVESINK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NAVESINK FOUNDATION (EIN 13-7154218)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349103477
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:31:57-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 274507046 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL LOUGHRAN STARR & VALLONE LLP-WA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 SE 28TH ST - STE 226 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137154218 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NAVESINK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O TRIPAR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NAVE | BusinessNameControlTxt |
| Phone | 7325308778 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 WEST RIVER ROAD SUITE A | AddressLine1Txt |
| City | RUMSON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07760 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY DEVLIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7325308778 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAMINDER KAUR | PreparerPersonNm |
| PTIN | P01709715 | PTIN |
| Phone | 2062754600 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,544,836 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $72,055 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,376 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,376 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,262 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,072 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$61,639 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $723,764 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$7,696 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $106,358 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $94,448 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,387 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,388 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $18,174 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,493 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,166 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,166 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,608 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,553 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,388 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $207,358 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,553 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $174,138 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$101,000 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,895 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,616 | CashBOYAmt |
| Cash EOY | $4,279 | CashEOYAmt |
| Cash EOYFMV | $4,279 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $83,848 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $373,145 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $373,145 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,815 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,659 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,815 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,815 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,170,166 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,065,996 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,162,597 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $121,280 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,381,569 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,448,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,544,836 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $236,655 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $236,655 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,381,569 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,211,580 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,381,569 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,211,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,381,569 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,448,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,381,569 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$101,000 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,280,569 | SubtotalAmt |
| Other Decreases | $68,989 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,211,580 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $584,625 | $656,828 | -$72,203 | -$72,203 | |
| ST PARTNERSHIP GAIN (LOSS) | $6,076 | $6,076 | $6,076 | P | |
| LT PARTNERSHIP GAIN (LOSS) | $1,888 | $1,888 | $1,888 | P | |
| STIFEL ACCOUNTS CAPITAL GAINS DISTRIBUTIONS | $52 | $52 | $52 | P | |
| REDEMPTION OF CARDINAL ADVISOR SERIES STRATEGIC | $131,123 | $128,575 | $2,548 | $2,548 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$61,639 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,138 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,138 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,138 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,493 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,493 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,355 | OverpaymentAmt |
| Applied To ES Tax | $1,355 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NANCY DEVLIN | IndividualWithBooksNm |
| Phone | 7325308778 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 WEST RIVER RD | AddressLine1Txt |
| City | RUMSON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NANCY DEVLIN | ||||||||
| C/O TRIPAR 47 WEST RIVER RD SUITE A | RUMSON | NJ | 07760 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| J HUGH DEVLIN DECEASED | ||||||||
| C/O TRIPAR 47 WEST RIVER RD SUITE A | RUMSON | NJ | 07760 | FOUNDATION MANAGER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,369,166 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,302 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,514,468 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $171,729 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,342,739 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,292,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,630 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,630 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,138 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,138 | TotalTaxAmt |
| Distributable Before Adj | $163,492 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $163,492 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $163,492 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $174,138 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $174,138 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,492 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,865 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,105 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $553 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,398 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,921 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $174,138 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $163,492 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,646 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,567 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,865 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,702 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,105 | ExcessFromYear4Amt |
| Excess From Year2 | $553 | ExcessFromYear2Amt |
| Excess From Year1 | $3,398 | ExcessFromYear1Amt |
| Excess From Current Year | $10,646 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NANCY DEVLIN | ContributingManagerNm |
| Contributing Manager | J HUGH DEVLIN DECEASED | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 180 TURNING LIVES AROUND | ||||||||
| 1 BETHANY ROAD BUILDING 2 STE 42 | HAZLET | NJ | 07730 | NONE | PC | CHARITABLE CONTRIBUTION - ORGANIZATION DEDICATED TO ENDING DOMESTIC AND SEXUAL VIOLENCE IN THE COMMUNITY | $1,500 | |
| ALZHEIMER & PARKINSON ASSOCIATION OF INDIAN RIVER | ||||||||
| 2300 5TH AVENUE SUITE 150 | VERO BEACH | FL | 32960 | NONE | PC | CHARITABLE CONTRIBUTION - SERVING COMMUNITY RESIDENTS WITH DISORDERS AFFECTING MEMORY AND MOVEMENT BY PROMOTING QUALITY OF LIFE AND CHOICE THROUGH ADVOCACY, SUPPORT, EMPOWERMENT, EDUCATION AND RESEARCH CONNECTIONS | $1,500 | |
| BIRTHRIGHT | ||||||||
| PO BOX 202 | RED BANK | NJ | 077010202 | NONE | PC | CHARITABLE CONTRIBUTION - SUPPORT TO GIRLS AND WOMEN WHO ARE DISTRESSED BY AN UNPLANNED PREGNANCY AND LOOKING FOR ALTERNATIVES TO ABORTION | $1,000 | |
| CATCH A LIFT FUND | ||||||||
| 2066 YORK ROAD | TIMONIUM | MD | 21093 | NONE | PC | CHARITABLE CONTRIBUTION - TO HELP WOUNDED VETERANS OF THE ARMED FORCES START AND MAINTAIN THEIR HEALING PROCESS | $1,500 | |
| CATHOLIC CHARITIES | ||||||||
| 145 MAPLE AVENUE | RED BANK | NJ | 07701 | NONE | PC | CHARITABLE CONTRIBUTION - SUPPORT FAMILIES, REDUCE POVERTY, BUILD COMMUNITIES | $250 | |
| CUREPSP | ||||||||
| 404 FIFTH AVENUE 3RD FL | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE CONTRIBUTION - TO PROVIDE AWARENESS, EDUCATION, CARE AND CURE FOR DEVASTING PRIME OF LIFE NEURODEGENERATIVE DISEASES | $3,500 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| ONE BRIAR ROAD | GOLF | IL | 60029 | NONE | PC | CHARITABLE CONTRIBUTION - PROVIDES SCHOLARSHIPS AND OTHER EDUCATIONAL OPPORTUNITIES FOR CADDIES AND PROMOTES THE SOCIAL AND EDUCATIONAL WELFARE OF RECIPIENTS | $250 | |
| FAIR HAVEN FIRST AID | ||||||||
| 35 FISK ST | FAIR HAVEN | NJ | 07704 | NONE | PC | CHARITABLE CONTRIBUTION - EMERGENCY MEDICAL SERVICES | $2,000 | |
| FAMILY RESOURCE ASSOCIATES (FRA) MONMOUTH COUNTY | ||||||||
| 35 HADDON AVENUE | SHREWSBURY | NJ | 07702 | NONE | PC | CHARITABLE CONTRIBUTION - ASSISTANCE FOR INDIVIDUALS WITH DISABILITIES | $500 | |
| HABCORE | ||||||||
| ONE HARDING ROAD SUITE 102 P O BOX | RED BANK | NJ | 07701 | NONE | PC | CHARITABLE CONTRIBUTION - HOUSING FOR HOMELESS | $500 | 2361 |
| HOLY NAME CATHOLIC CHURCH (CAMDEN MINISTRIES) | ||||||||
| 522 STATE STREET | CAMDEN | NJ | 08102 | NONE | PC | CHARITABLE CONTRIBUTION - CATHOLIC CHURCH | $6,000 | |
| HORIZONS | ||||||||
| 123 TRUXTON AVE | FORT WALTON BEACH | FL | 32547 | NONE | PC | CHARITABLE CONTRIBUTION - ADVOCACY FOR CITIZENS WITH COGNITIVE, INTELLECTUAL, AND DEVELOPMENTAL DISABILITIES. | $1,500 | |
| HYDROCEPHALUS ASSOCIATION | ||||||||
| 4340 EAST WEST HIGHWAY STE 905 | BETHESDA | MD | 20814 | NONE | PC | CHARITABLE CONTRIBUTION - ORGANIZATION DEDICATED TO RESEARCH ON HYDROCEPHALUS, A CONDITION DEFINED BY AN ABNORMAL, EXCESSIVE ACCUMULATION OF CEREBROSPINAL FLUID WITHIN THE CAVITIES OF THE BRAIN | $45,000 | |
| INDIAN RIVER HABITAT FOR HUMANITY | ||||||||
| 4568 US HIGHWAY 1 | VERO BEACH | FL | 329671563 | NONE | PC | CHARITABLE CONTRIBUTION - PROVIDE AFFORDABLE HOUSING IN PARTNERSHIP WITH PEOPLE IN NEED | $1,000 | |
| INDIAN RIVER HOSPITAL FOUNDATION INC | ||||||||
| 1000 36TH STREET | VERO BEACH | FL | 32960 | NONE | PC | CHARITABLE CONTRIBUTION - TO PROVIDE EXCEPTIONAL, PATIENT-CENTERED, EVIDENCE-BASED HEALTHCARE TO RESIDENTS OF INDIAN RIVER COUNTY AND SURROUNDING AREAS | $7,500 | |
| INDIAN RIVER LAND TRUST | ||||||||
| 80 ROYAL PALM POINT | VERO BEACH | FL | 32960 | NONE | PC | CHARITABLE CONTRIBUTION - PRESERVATION AND CONSERVATION OF INDIAN RIVER COUNTY'S NATURAL RESOURCES | $500 | |
| JERSEY SHORE UNIVERSITY MEDICAL CENTER FOUNDATION | ||||||||
| 1345 CAMPUS PARKWAY | NEPTUNE | NJ | 07753 | NONE | PC | CHARITABLE CONTRIBUTION - TO IMPROVE THE HEALTH OF THE COMMUNITY AND ADVANCING MEDICINE THROUGH CLINICAL CARE, TEACHING, AND RESEARCH AT JERSEY SHORT UNIVERSITY MEDICAL CENTER. | $2,000 | |
| JOHN'S ISLAND FOUNDATION | ||||||||
| 3055 CARDINAL DRIVE | VERO BEACH | FL | 32963 | NONE | PC | CHARITABLE CONTRIBUTION - SPECIAL PROJECTS, SERVING THOSE IN INDIAN RIVER COUNTY | $10,000 | |
| LUNCH BREAK | ||||||||
| 121 DRS JAMES PARKER BLVD PO BOX | RED BANK | NJ | 07701 | NONE | PC | CHARITABLE CONTRIBUTION - PROVIDE FOOD, CLOTHING AND FELLOWSHIP FOR THOSE IN NEED. | $4,000 | 2215 |
| MELANOMA RESEARCH FOUNDATION | ||||||||
| 1411 K STREET NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE CONTRIBUTION - RAISING AWARENESS ABOUT MELANOMA | $250 | |
| MERCY CENTER | ||||||||
| 1106 MAIN STREET | ASBURY PARK | NJ | 07712 | NONE | PC | CHARITABLE CONTRIBUTION - FAMILY RESOURCE CENTER | $500 | |
| MONMOUTH DAY CARE | ||||||||
| 9 WEST BERGEN PLACE | RED BANK | NJ | 07701 | NONE | PC | CHARITABLE CONTRIBUTION - EDUCATION & CHILDCARE | $500 | |
| NEXTSTEP FITNESS INC | ||||||||
| 4447 REDONDO BEACH BLVD | LAWNDALE | CA | 90260 | NONE | PC | CHARITABLE CONTRIBUTION - PHYSICAL REHABILITATION OF PARALYZED INDIVIDUALS THROUGH USE OF SPECIALIZED GYM FACILITIES | $1,500 | |
| PARKER FAMILY HEALTH CLINIC | ||||||||
| 211 SHREWSBURY AVENUE | RED BANK | NJ | 07701 | NONE | PC | CHARITABLE CONTRIBUTION - OFFER SUPPORT FOR THE PARKER FAMILY HEALTH CENTER, A FREE HEALTH CARE FACILITY IN MONMOUTH COUNTY | $10,000 | |
| RIVERSIDE THEATRE INC | ||||||||
| 3250 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | NONE | PC | CHARITABLE CONTRIBUTION - FAMILY THEATRE, ACTING CLASSES, PLAYS AND MUSICALS. | $2,000 | |
| RUMSON COUNTRY DAY SCHOOL | ||||||||
| 33 BELLEVUE AVE | RUMSON | NJ | 07760 | NONE | PC | CHARITABLE CONTRIBUTION - COEDUCATIONAL, NONSECTARIAN PRIVATE DAY SCHOOL LOCATED IN RUMSON NJ | $4,000 | |
| SHORE HOUSE | ||||||||
| 270 BRODWAY | LONG BRANCH | NJ | 07740 | NONE | PC | CHARITABLE CONTRIBUTION - SUPPORT SERVICES FOR PEOPLE WITH MENTAL ILLNESS | $300 | |
| SISTERS OF MERCY OF NEW JERSEY | ||||||||
| 1645 US HIGHWAY 22 | WATCHUNG | NJ | 070696587 | NONE | PC | CHARITABLE CONTRIBUTION - MINISTRY FOCUSED ON SERVICE TO COMMUNITY THROUGH EDUCATION AND HEALTH CARE | $300 | |
| ST JUDE HOSPITAL INC (ST JUDES MEDICAL CENTER) | ||||||||
| 101 EAST VALENCIA MESA DRIVE | FULLERTON | CA | 92385 | NONE | PC | CHARITABLE CONTRIBUTION - IMPROVING THE HEALTH AND QUALITY OF LIFE OF PEOPLE IN THE COMMUNITY | $1,000 | |
| STEPHY'S PLACE | ||||||||
| 210 WEST FRONT STREET | RED BANK | NJ | 07701 | NONE | PC | CHARITABLE CONTRIBUTION - TO PROVIDE A SAFE SECURE AND PROFESSIONAL ENVIRONMENT WHERE GRIEVING PEOPLE WILL FIND SUPPORT, EDUCATION, AND STRENGTH TO BEGIN THE PROCESS OF HEALING FROM THE LOSS OF FAMILY. | $2,500 | |
| TAKE A BREATHER | ||||||||
| 1836 14TH AVENUE | VERO BEACH | FL | 32960 | NONE | PC | CHARITABLE CONTRIBUTION - RAISES MONEY FOR CRITICAL HUMAN SERVICES IN INDIAN RIVER COUNTY | $15,000 | |
| THE CATHEDRAL OF IMMACULATE CONCEPTION | ||||||||
| 642 MARKET STREET | CAMDEN | NJ | 08102 | NONE | PC | CHARITABLE CONTRIBUTION - CATHOLIC CHURCH | $2,000 | |
| THE CHILDREN'S HOSPITAL OF PHILADELPHIA | ||||||||
| 3401 CIVIC CENTER BOULEVARD | PHILADELPHIA | PA | 19104 | NONE | PC | CHARITABLE CONTRIBUTION - TO PROVIDE HEALTHCARE FOR CHILDREN BY INTERGRATING EXCELLENT PATIENT CARE, INNOVATIVE RESEARCH AND QUALITY PROFESSIONAL EDUCATION INTO ALL OF ITS PROGRAMS | $3,000 | |
| THE KEITH MCHEFFEY FOUNDATION | ||||||||
| PO BOX 528 | RUMSON | NJ | 07760 | NONE | PC | CHARITABLE CONTRIBUTION - COMMUNITY IMPROVEMENT IN FAIRHAVEN & RUMSON NEW JERSEY | $5,000 | |
| THE LILABEAN FOUNDATION | ||||||||
| 105 ROCKDALE DRIVE | SILVER SPRING | MD | 20901 | NONE | PC | CHARITABLE CONTRIBUTION - ORGANIZATION COMMITTED TO SUPPORTING THE FUNDING OF PEDIATRIC BRAIN TUMOR RESEARCH | $4,000 | |
| THE RIVERVIEW MEDICAL FOUNDATION | ||||||||
| ONE RIVERVIEW PLAZA | RED BANK | NJ | 07701 | NONE | PC | CHARITABLE CONTRIBUTION - OFFER SUPPORT FOR RIVERVIEW MEDICAL CENTER | $4,000 | |
| THE UNITED WAY OF INDIAN RIVER COUNTY | ||||||||
| 1836 14TH AVE | VERO BEACH | FL | 32960 | NONE | PC | CHARITABLE CONTRIBUTION - TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES | $1,000 | |
| THE VERO BEACH MUSEUM OF ART | ||||||||
| 3001 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | NONE | PC | CHARITABLE CONTRIBUTION - PROVIDE CULTURAL LEADERSHIP AND ENRICHMENT FOR THE PUBLIC THROUGH A WIDE VARIETY OF EDUCATIONAL, STUDIO ART AND HUMANITIES PROGRAMS | $1,500 | |
| VNA OF CENTRAL JERSEY | ||||||||
| 176 RIVERSIDE AVENUE | RED BANK | NJ | 077011096 | NONE | PC | CHARITABLE CONTRIBUTION - VISITING NURSE SERVICES | $7,500 | |
| WOMEN'S CARE CENTER INC | ||||||||
| 360 N NOTRE DAME AVE | SOUTH BEND | IN | 46617 | NONE | PC | CHARITABLE CONTRIBUTION - TO PROVIDE SUPPORT, COUNSELING, AND EDUCATION TO WOMEN FACING UNPLANNED PREGNANCIES. | $3,000 | |
| THE CHURCH OF THE NATIVITY | ||||||||
| 180 RIDGE ROAD | FAIR HAVEN | NJ | 07704 | NONE | PC | CHARITABLE CONTRIBUTION - ROMAN CATHOLIC CHURCH | $1,500 | |
| PUNTA MITA PROJECT FEEDING MITA INC | ||||||||
| 818 SINCLAIR ROAD | POINT PLEASANT | NJ | 08742 | NONE | PC | CHARITABLE CONTRIBUTION - TO HIRE, TRAIN, AND EMPLOY LOCAL RESIDENTS OF PUNTA MITA AREA TO FEED AND NURTURE CHILDREN. | $250 | |
| PARARESCUE FOUNDATION | ||||||||
| 2507 RED HILL LANE | HILLSBOROUGH | NC | 27278 | NONE | PC | CHARITABLE CONTRIBUTION - TO SUPPORT THE US AIR FORCE PARARESCUE COMMUNITY. | $250 | |
| GREG RICHARDS LARRY POLATSCH AND S WEINGARD MEMORIAL FUND INC | ||||||||
| 5835 NORTHWEST 21ST WAY SUITE 200 | BOCA RATON | FL | 33496 | NONE | PC | CHARITABLE CONTRIBUTION - TO RAISE MONEY TO ENDOW SCHOLARSHIP FOR UNIVERSITY OF MICHIGAN STUDENTS IN NEED OF FINANCIAL ASSISTANCE. | $1,000 | |
| UNITED HEARTS LIFE MISSION CENTER | ||||||||
| 3339 BROADVIEW ROAD | CLEVELAND | OH | 44109 | NONE | PC | CHARITABLE CONTRIBUTION - TO DISTRIBUTE FOOD AND CLOTHING AND PROVIDE PREGNANCY TESTING TO THE POOR WITHOUT REGARD TO RACE, CREED, OR COLOR. | $500 | |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| 169 HOLLAND STREET ATTN TAX DEPT | SOMERVILLE | MA | 02144 | NONE | PC | CHARITABLE CONTRIBUTION - EDUCATION AND RESEARCH. | $400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,376 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,190 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,072 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$61,639 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| EXCISE TAX REFUND | 01 | $1,993 |
| NONTAXABLE INCOME | 01 | -$9,689 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,190 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,113 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,303 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | NANCY DEVLIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 WEST RIVER ROAD SUITE A | AddressLine1Txt |
| City | RUMSON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $72,055 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 500 SHS JOHNSON & JOHNSONBASIS: $3,066.71 | NoncashPropertyDesc |
| Fair Market Value | $72,055 | FairMarketValueAmt |
| Received | 2024-12-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $22,775 | Amt |
| Net Investment Income | $11,387 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,388 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK - SEE ATTACHED | $3,065,991 | $3,162,590 |
| PREFERRED STOCK - SEE ATTACHED | $5 | $7 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTION ADJUSTMENT FROM FMV TO COST BASIS | Desc |
| Amt | $68,989 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER DEDUCTIONS (K-1'S) | $1,161 | $1,161 | $0 |
| STIFEL MISC FEES | $5 | $5 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| EXCISE TAX REFUND | $1,993 | $1,993 |
| NONTAXABLE INCOME | -$9,689 | -$9,689 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STIFEL #4085 - MARGIN INTEREST BALANCE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $236,655 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| NANCY DEVLIN | |||
| 47 WEST RIVER ROAD SUITE A | RUMSON | NJ | 07760 |
| J HUGH DEVLIN DECEASED | |||
| 47 WEST RIVER ROAD SUITE A | RUMSON | NJ | 07760 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS 2023 990-PF OPA TO 2024 | $1,993 | $0 | $0 |
| Q4 2024 ESTIMATED PAYMENT | $500 | $0 | $0 |