DEVLIN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DEVLIN FOUNDATION (EIN 76-0574063)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202043169349101814
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T13:23:39-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133644457 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVINE & SELTZER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760574063 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DEVLIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEVL | BusinessNameControlTxt |
| Phone | 2124865500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 FIFTH AVENUE NO 2201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL B DEVLIN | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2124865500 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP C SELTZER | PreparerPersonNm |
| PTIN | P00085652 | PTIN |
| Phone | 2124865500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.46.20.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 13:23:32 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AE7D37DB1CA60620D8EBEE226F98150193F65FF9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,377,235 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $47,245 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47,245 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $283,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $281,061 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $169,693 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,955,744 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $169,693 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $174,694 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $174,694 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $675,157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $672,693 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,616 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,616 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $85,770 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $85,770 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $42,643 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,643 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $405 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $405 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $213,434 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $189,434 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,012,545 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,012,545 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,225,979 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $189,434 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,012,545 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$550,822 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $483,259 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $275,700 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $221,701 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $221,701 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,733,001 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,797,712 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,983,770 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,001,777 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,491,670 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,985,240 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $5,962,382 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,296,687 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,186,524 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,972,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,807,770 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,377,235 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $13,900 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $13,900 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,900 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,900 | 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 | $12,958,960 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,793,870 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,958,960 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,793,870 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,972,860 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,807,770 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,958,960 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$550,822 | ExcessRevenueOverExpensesAmt |
| Other Increases | $400,074 | OtherIncreasesAmt |
| Subtotal | $12,808,212 | SubtotalAmt |
| Other Decreases | $14,342 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,793,870 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| STMT ATTACHED (NT A/C#8820) | P | 2019-12-31 | $377,245 | $387,780 | -$10,535 | -$10,535 |
| STMT ATTACHED (NT A/C#8820) | P | 2019-12-31 | $1,578,443 | $1,398,271 | $180,172 | $180,172 |
| CLASS ACTION SETTLEMENTS | P | 2019-12-31 | $56 | $56 | $56 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $169,693 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,062,601 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,159,197 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061926 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,411,048 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,169,456 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082184 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,272,614 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,789,532 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075798 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,332,595 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,882,675 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074519 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,060,579 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,678,739 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056780 | DistributionYr5Rt |
| Total Distribution | 0.351207 | TotalDistributionRt |
| Average Distribution | 0.070241 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,363,283 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,149,373 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,833 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,154,206 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,012,545 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,665 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,665 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,665 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,510 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,510 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,845 | OverpaymentAmt |
| Applied To ES Tax | $17,845 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL H DEVLIN | IndividualWithBooksNm |
| Phone | 2124865500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| KATHARINE B DEVLIN | ||||||||
| 680 FIFTH AVENUE | NEW YORK | NY | 10019 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| ROBERT M DEVLIN | ||||||||
| 680 FIFTH AVENUE | NEW YORK | NY | 10019 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| MICHAEL DEVLIN | ||||||||
| 680 FIFTH AVENUE | NEW YORK | NY | 10019 | VICE-PRESIDENT | 20.00 | $75,000 | $0 | $0 |
| MATTHEW B DEVLIN | ||||||||
| 680 FIFTH AVENUE | NEW YORK | NY | 10019 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| ERIN C DEVLIN | ||||||||
| 680 FIFTH AVENUE | NEW YORK | NY | 10019 | EXECUTIVE VICE-PRESIDENT | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 803878 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60680 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $85,770 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $16,128,066 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $484,404 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,612,470 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,612,470 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $249,187 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,363,283 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $818,164 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $818,164 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,665 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,665 | TotalTaxAmt |
| Distributable Before Adj | $808,499 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $808,499 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $808,499 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,012,545 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,012,545 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,012,545 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $808,499 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $160,313 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $456,278 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $451,589 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $569,528 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $220,484 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,858,192 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,012,545 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $808,499 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $204,046 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,062,238 | 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 | $160,313 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,901,925 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $456,278 | ExcessFromYear4Amt |
| Excess From Year3 | $451,589 | ExcessFromYear3Amt |
| Excess From Year2 | $569,528 | ExcessFromYear2Amt |
| Excess From Year1 | $220,484 | ExcessFromYear1Amt |
| Excess From Current Year | $204,046 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KATHARINE B DEVLIN | ContributingManagerNm |
| Contributing Manager | ROBERT M DEVLIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEVLIN FOUNDATION ATTN MICHAEL DEVL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 FIFTH AVENUE - SUITE 2201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2123390100 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WITH FINANCIAL STATEMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AGOC EXPANSION | ||||||||||
| 3511 YOAKUM BOULEVARD | HOUSTON | TX | 77006 | GENERAL PURPOSE | $25,000 | |||||
| AMERICAN ASSOCIATES OF THE NATIONAL THEATRE | ||||||||||
| 247 W 30TH ST 8F | NEW YORK | NY | 10001 | GENERAL PURPOSE | $1,000 | |||||
| AMERICAN PRAIRIE RESERVE | ||||||||||
| 44704 REGINA RD | MALTA | MT | 59538 | GENERAL PURPOSE | $5,000 | |||||
| BOSTON COLLEGE | ||||||||||
| BOSTON HOUSE 140 COMMONWEALTH | CHESTNUT HILL | MA | 02467 | GENERAL PURPOSE | $250,000 | AVENUE | ||||
| CENTRAL PARK CONSERVANCY | ||||||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | GENERAL PURPOSE | $3,500 | |||||
| CITY OF HOPE | ||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | GENERAL PURPOSE | $6,000 | |||||
| FRANCES POPE MEMORIAL FOUNDATION | ||||||||||
| 401 E 81ST ST | NEW YORK | NY | 10028 | GENERAL PURPOSE | $10,000 | |||||
| HOSPITAL FOR SPECIAL SURGERY | ||||||||||
| 535 E 70TH ST | NEW YORK | NY | 10021 | GENERAL PURPOSE | $30,000 | |||||
| IRISH ARTS CENTER | ||||||||||
| 553 WEST 51ST STREET | NEW YORK | NY | 10019 | GENERAL PURPOSE | $331,000 | |||||
| JOE TORRE SAFE AT HOME FOUNDATION | ||||||||||
| PO BOX 3133GRAND CENTRAL STATION | NEW YORK | NY | 10163 | GENERAL PURPOSE | $85,500 | |||||
| METROPOLITAN MUSEUM OF ART | ||||||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | GENERAL PURPOSE | $600 | |||||
| MLB-MLDPA YOUTH DEVELOPMENT FOUNDATION | ||||||||||
| 12 EAST 49TH STREET 24TH FLOOR | NEW YORK | NY | 10017 | GENERAL PURPOSE | $5,000 | |||||
| MOMA | ||||||||||
| 11 WEST 53 STREET | NEW YORK | NY | 10019 | GENERAL PURPOSE | $600 | |||||
| NYFF BCF | ||||||||||
| 1200 G ST NW 800 | WASHINGTON | DC | 20005 | GENERAL PURPOSE | $2,500 | |||||
| REDEEM | ||||||||||
| 150 W 83RD STREET | NEW YORK | NY | 10024 | GENERAL PURPOSE | $10,000 | |||||
| SARATOGA ARTS | ||||||||||
| 320 BROADWAY | SARATOGA SPRINGS | NY | 12866 | GENERAL PURPOSE | $200 | |||||
| SOLOMON R GUGGENHEIM FOUNDATION | ||||||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | GENERAL PURPOSE | $300 | |||||
| STATE UNIVERSITY OF IOWA FOUNDATION | ||||||||||
| PO BOX 4550 | IOWA CITY | IA | 52244 | GENERAL PURPOSE | $200,000 | |||||
| THE BARNES FOUNDATION | ||||||||||
| 2025 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | GENERAL PURPOSE | $245 | |||||
| THE GALLERY PRESS PATRONS FUND | ||||||||||
| GENERAL PURPOSE | $5,000 | LOUGHCREW OLDCASTLE | COUNTY MEATH | EI | A82 N225 | |||||
| THE NEW YORK PUBLIC LIBRARY | ||||||||||
| 224 EAST 125TH STREET | NEW YORK | NY | 10035 | GENERAL PURPOSE | $250 | |||||
| THIRTEENWNET | ||||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | GENERAL PURPOSE | $350 | |||||
| THOROUGHBRED CHARITIES OF AMERICA | ||||||||||
| PO BOX 910668 | LEXINGTON | KY | 40591 | GENERAL PURPOSE | $500 | |||||
| WESTPORT COUNTRY PLAYHOUSE | ||||||||||
| 25 POWERS COURT | WESTPORT | CT | 06880 | GENERAL PURPOSE | $40,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,012,545 | 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 | $47,245 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $283,525 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,694 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $169,693 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $675,157 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $675,157 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT - MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $4,491,670 | EOYBookValueAmt |
| EOYFMV | $5,985,240 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,797,712 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,983,770 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $9,616 | LegalFeesAmt |
| Net Investment Income | $9,616 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT - MAKENA CAYMAN ISLAND BLOCKER FUND | $350,104 | $350,104 | $2,200,651 |
| INVESTMENT - MAKENA CAPITAL SPLITTER X LP | $4,542,973 | $4,767,810 | $4,767,810 |
| INVESTMENT - REAL ESTATE FUNDS | $319,152 | $541,649 | $615,462 |
| INVESTMENT - COMMODITIES | $750,153 | $637,124 | $602,601 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO PROPERLY REFLECT FUND BALANCES | Desc |
| Amt | $14,342 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE | Desc |
| Revenue And Expenses Per Books | $405 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $405 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NET INCOME AFTER DEDUCTIONS - MAKENA CAPITAL SPLITTER X, L.P. | $164,038 | $164,038 | $164,038 |
| STATE OVERPAYMENT FROM 2017 | $2,058 | $2,058 | $2,058 |
| SALE OF FORETHOUGHT | $8,598 | $8,598 | $8,598 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1-MAKENA CAPITAL SPLITTER X, L.P.- BOOK ONLY ADJUSTMENTS PER K-1 | Desc |
| Amt | $400,074 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DUE - CCPM LLC | $13,357 | $13,357 |
| DUE - ERIN DEVLIN | $177 | $177 |
| DUE - LEVINE & SELTZER LLP | $366 | $366 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NORTHERN TRUST | CategoryTxt |
| Amt | $85,770 | Amt |
| Net Investment Income | $85,770 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $11,606 | $11,606 | $0 |
| PAYROLL TAXES | $5,737 | $5,737 | $0 |
| FEDERAL TAXES | $24,000 | $0 | $0 |
| STATE TAXES | $1,300 | $1,300 | $0 |
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