2024-11-15T14:37:20-06:00 2023-12-31 274507046 FRANKEL LOUGHRAN STARR & VALLONE LLP-WA 7900 SE 28TH ST - STE 226 MERCER ISLAND WA 98040 990PF 2023-01-01 137154218 THE NAVESINK FOUNDATION C/O TRIPAR NAVE 7325308778 47 WEST RIVER ROAD SUITE A RUMSON NJ 07760 NANCY DEVLIN TRUSTEE 7325308778 2024-11-14 1 1 DARCY A LOUGHRAN P00429203 2062754600 2024-11-11 2023 2024-10-15 13:58:12Z X 3057096 X 145955 10522 10522 76883 76883 46956 1186709 46956 5820 0 286136 134361 0 0 0 18765 9382 9383 2400 2400 0 3672 0 0 1786 1786 0 26623 13568 9383 142500 142500 169123 13568 151883 117013 120793 6256 4616 4616 333879 83848 83848 1659 1340 1659 1659 2893983 3170166 2841842 136254 121280 125131 3371712 3381569 3057096 0 0 X 0 0 0 0 3371712 3381569 3371712 3381569 3371712 3381569 3371712 117013 0 3488725 107156 3381569 PUBLICLY TRADED SECURITIES 1186501 1125725 60776 60776 ST PARTNERSHIP GAIN (LOSS) P 3212 -3212 -3212 LT PARTNERSHIP GAIN (LOSS) P 10816 -10816 -10816 STIFEL ACCOUNTS CAPITAL GAINS DISTRIBUTIONS P 208 208 208 46956 1679 0 1679 0 1679 3672 0 0 0 3672 X 0 1993 1993 0 0 0 0 0 0 0 0 0 0 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 2913468 135538 0 3049006 0 0 3049006 45735 3003271 150164 150164 1679 1679 148485 0 148485 0 148485 151883 0 151883 148485 0 2022 2021 2019 0 3865 10105 553 14523 151883 0 0 0 148485 3398 0 0 17921 0 0 0 0 0 0 0 17921 3865 10105 553 3398 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 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 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 200 FAIR HAVEN FIRST AID 35 FISK ST FAIR HAVEN NJ 07704 NONE PC CHARITABLE CONTRIBUTION - EMERGENCY MEDICAL SERVICES 1500 FAMILY RESOURCE ASSOCIATES (FRA) MONMOUTH COUNTY 35 HADDON AVENUE SHREWSBURY NJ 07702 NONE PC CHARITABLE CONTRIBUTION - ASSISTANCE FOR INDIVIDUALS WITH DISABILITIES 250 HABCORE ONE HARDING ROAD SUITE 102 P O BOX 2361 RED BANK NJ 07701 NONE PC CHARITABLE CONTRIBUTION - HOUSING FOR HOMELESS 250 HOLY NAME CATHOLIC CHURCH (CAMDEN MINISTRIES) 522 STATE STREET CAMDEN NJ 08102 NONE PC CHARITABLE CONTRIBUTION - CATHOLIC CHURCH 5000 HORIZONS 123 TRUXTON AVE FORT WALTON BEACH FL 32547 NONE PC CHARITABLE CONTRIBUTION - ADVOCACY FOR CITIZENS WITH COGNITIVE, INTELLECTUAL, AND DEVELOPMENTAL DISABILITIES. 1000 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. 1000 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. 3500 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. 1500 RUMSON COUNTRY DAY SCHOOL 33 BELLEVUE AVE RUMSON NJ 07760 NONE PC CHARITABLE CONTRIBUTION - COEDUCATIONAL, NONSECTARIAN PRIVATE DAY SCHOOL LOCATED IN RUMSON NJ 3500 SHORE HOUSE 270 BRODWAY LONG BRANCH NJ 07740 NONE PC CHARITABLE CONTRIBUTION - SUPPORT SERVICES FOR PEOPLE WITH MENTAL ILLNESS 250 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 250 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 800 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. 2000 TAKE A BREATHER 1836 14TH AVENUE VERO BEACH FL 32960 NONE PC CHARITABLE CONTRIBUTION - RAISES MONEY FOR CRITICAL HUMAN SERVICES IN INDIAN RIVER COUNTY 12500 THE CATHEDRAL OF IMMACULATE CONCEPTION 642 MARKET STREET CAMDEN NJ 08102 NONE PC CHARITABLE CONTRIBUTION - CATHOLIC CHURCH 1500 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 2500 THE KEITH MCHEFFEY FOUNDATION PO BOX 528 RUMSON NJ 07760 NONE PC CHARITABLE CONTRIBUTION - COMMUNITY IMPROVEMENT IN FAIRHAVEN & RUMSON NEW JERSEY 4000 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 3500 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 1000 VNA OF CENTRAL JERSEY 176 RIVERSIDE AVENUE RED BANK NJ 077011096 NONE PC CHARITABLE CONTRIBUTION - VISITING NURSE SERVICES 5000 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. 1500 142500 0 14 10522 14 76883 18 46956 EXCISE TAX REFUND 01 3672 NONTAXABLE INCOME 01 2148 0 140181 0 140181 0 0 0 0 0 0 0 0 0 0 X X 1 NANCY DEVLIN 47 WEST RIVER ROAD SUITE A RUMSON NJ 07760 145955 X X 1 1000 SHS BERRY GLOBAL GROUP, INC BASIS: $35,961.65 67735 2023-12-29 1 500 SHS JOHNSON & JOHNSON BASIS: $2,836.46 78220 2023-12-29 ACCOUNTING FEES 18765 9382 9383 COMMON STOCK - SEE ATTACHED 3160200 2841391 PREFERRED STOCK - SEE ATTACHED 9966 451 K-1 - CARDINAL ADVISOR AT COST 121280 125131 CONTRIBUTION ADJUSTMENT FROM FMV TO COST BASIS 107156 OTHER DEDUCTIONS (K-1'S) 1781 1781 0 STIFEL MISC FEES 5 5 0 EXCISE TAX REFUND 3672 3672 NONTAXABLE INCOME 2148 2148 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 2022 990-PF OPA TO 2023 3672 0 0