2025-11-17T13:31:57-06:00 2024-12-31 274507046 FRANKEL LOUGHRAN STARR & VALLONE LLP-WA 7900 SE 28TH ST - STE 226 MERCER ISLAND WA 98040 990PF 2024-01-01 137154218 THE NAVESINK FOUNDATION C/O TRIPAR NAVE 7325308778 47 WEST RIVER ROAD SUITE A RUMSON NJ 07760 NANCY DEVLIN TRUSTEE 7325308778 2025-11-17 1 0 SAMINDER KAUR P01709715 2062754600 2025-11-13 2024 2025-03-06 01:10:19Z X 3544836 X 72055 1376 1376 102262 93072 -61639 723764 0 -7696 0 106358 94448 0 0 0 22775 11387 11388 18174 0 0 2493 0 0 1166 1166 0 44608 12553 11388 162750 162750 207358 12553 174138 -101000 81895 4616 4279 4279 83848 373145 373145 4815 1659 4815 4815 3170166 3065996 3162597 121280 0 0 3381569 3448235 3544836 0 236655 0 236655 X 0 0 0 0 3381569 3211580 3381569 3211580 3381569 3448235 3381569 -101000 0 3280569 68989 3211580 PUBLICLY TRADED SECURITIES 584625 656828 -72203 -72203 ST PARTNERSHIP GAIN (LOSS) P 6076 6076 6076 LT PARTNERSHIP GAIN (LOSS) P 1888 1888 1888 STIFEL ACCOUNTS CAPITAL GAINS DISTRIBUTIONS P 52 52 52 REDEMPTION OF CARDINAL ADVISOR SERIES STRATEGIC P 131123 128575 2548 2548 -61639 1138 0 1138 0 1138 2493 0 0 0 2493 X 0 1355 1355 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NJ 1 0 1 0 0 1 N/A NANCY DEVLIN 7325308778 47 WEST RIVER RD RUMSON NJ 07760 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 3369166 145302 0 3514468 0 171729 3342739 50141 3292598 164630 164630 1138 1138 163492 0 163492 0 163492 174138 0 174138 163492 0 0 3865 10105 553 3398 17921 174138 0 0 0 163492 10646 0 0 28567 0 0 0 0 0 0 3865 24702 10105 553 3398 10646 NANCY DEVLIN J HUGH DEVLIN DECEASED X 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 1500 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 1500 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 1000 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 1500 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 3500 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 2000 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 2361 RED BANK NJ 07701 NONE PC CHARITABLE CONTRIBUTION - HOUSING FOR HOMELESS 500 HOLY NAME CATHOLIC CHURCH (CAMDEN MINISTRIES) 522 STATE STREET CAMDEN NJ 08102 NONE PC CHARITABLE CONTRIBUTION - CATHOLIC CHURCH 6000 HORIZONS 123 TRUXTON AVE FORT WALTON BEACH FL 32547 NONE PC CHARITABLE CONTRIBUTION - ADVOCACY FOR CITIZENS WITH COGNITIVE, INTELLECTUAL, AND DEVELOPMENTAL DISABILITIES. 1500 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 45000 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 1000 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 7500 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. 2000 JOHN'S ISLAND FOUNDATION 3055 CARDINAL DRIVE VERO BEACH FL 32963 NONE PC CHARITABLE CONTRIBUTION - SPECIAL PROJECTS, SERVING THOSE IN INDIAN RIVER COUNTY 10000 LUNCH BREAK 121 DRS JAMES PARKER BLVD PO BOX 2215 RED BANK NJ 07701 NONE PC CHARITABLE CONTRIBUTION - PROVIDE FOOD, CLOTHING AND FELLOWSHIP FOR THOSE IN NEED. 4000 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 1500 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 10000 RIVERSIDE THEATRE INC 3250 RIVERSIDE PARK DRIVE VERO BEACH FL 32963 NONE PC CHARITABLE CONTRIBUTION - FAMILY THEATRE, ACTING CLASSES, PLAYS AND MUSICALS. 2000 RUMSON COUNTRY DAY SCHOOL 33 BELLEVUE AVE RUMSON NJ 07760 NONE PC CHARITABLE CONTRIBUTION - COEDUCATIONAL, NONSECTARIAN PRIVATE DAY SCHOOL LOCATED IN RUMSON NJ 4000 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 1000 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. 2500 TAKE A BREATHER 1836 14TH AVENUE VERO BEACH FL 32960 NONE PC CHARITABLE CONTRIBUTION - RAISES MONEY FOR CRITICAL HUMAN SERVICES IN INDIAN RIVER COUNTY 15000 THE CATHEDRAL OF IMMACULATE CONCEPTION 642 MARKET STREET CAMDEN NJ 08102 NONE PC CHARITABLE CONTRIBUTION - CATHOLIC CHURCH 2000 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 3000 THE KEITH MCHEFFEY FOUNDATION PO BOX 528 RUMSON NJ 07760 NONE PC CHARITABLE CONTRIBUTION - COMMUNITY IMPROVEMENT IN FAIRHAVEN & RUMSON NEW JERSEY 5000 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 4000 THE RIVERVIEW MEDICAL FOUNDATION ONE RIVERVIEW PLAZA RED BANK NJ 07701 NONE PC CHARITABLE CONTRIBUTION - OFFER SUPPORT FOR RIVERVIEW MEDICAL CENTER 4000 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 1000 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 1500 VNA OF CENTRAL JERSEY 176 RIVERSIDE AVENUE RED BANK NJ 077011096 NONE PC CHARITABLE CONTRIBUTION - VISITING NURSE SERVICES 7500 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. 3000 THE CHURCH OF THE NATIVITY 180 RIDGE ROAD FAIR HAVEN NJ 07704 NONE PC CHARITABLE CONTRIBUTION - ROMAN CATHOLIC CHURCH 1500 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. 1000 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 162750 0 14 1376 523000 9190 14 93072 18 -61639 EXCISE TAX REFUND 01 1993 NONTAXABLE INCOME 01 -9689 9190 25113 0 34303 0 0 0 0 0 0 0 0 0 0 X X 1 NANCY DEVLIN 47 WEST RIVER ROAD SUITE A RUMSON NJ 07760 72055 X X 1 500 SHS JOHNSON & JOHNSONBASIS: $3,066.71 72055 2024-12-20 ACCOUNTING FEES 22775 11387 11388 COMMON STOCK - SEE ATTACHED 3065991 3162590 PREFERRED STOCK - SEE ATTACHED 5 7 CONTRIBUTION ADJUSTMENT FROM FMV TO COST BASIS 68989 OTHER DEDUCTIONS (K-1'S) 1161 1161 0 STIFEL MISC FEES 5 5 0 EXCISE TAX REFUND 1993 1993 NONTAXABLE INCOME -9689 -9689 STIFEL #4085 - MARGIN INTEREST BALANCE 0 236655 NANCY DEVLIN 47 WEST RIVER ROAD SUITE A RUMSON NJ 07760 J HUGH DEVLIN DECEASED 47 WEST RIVER ROAD SUITE A RUMSON NJ 07760 IRS 2023 990-PF OPA TO 2024 1993 0 0 Q4 2024 ESTIMATED PAYMENT 500 0 0