Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
DEVINE FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)409 HOFFNER AVENUE 518
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328122331
A Employer identification number

27-3127675
B Telephone number (see instructions)

(407) 412-7094
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,953,257J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 98,324 98,324  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -40,202
b Gross sales price for all assets on line 6a 1,823,166
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 58,122 98,324  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,025 756   2,269
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
42 42   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 44 0   44
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
75,846 10,285   65,561
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 78,957 11,083   67,874
25 Contributions, gifts, grants paid....... 197,253 197,253
26 Total expenses and disbursements. Add lines 24 and 25 276,210 11,083   265,127
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -218,088
b Net investment income (if negative, enter -0-) 87,241
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 70,438 134,116 134,116
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow   240,000 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,689,026 Click to see attachment
List of Attached Documents:
// Content
2,947,155 		2,819,141
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,999,464 3,081,271 2,953,257
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,999,464 3,081,271
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,999,464 3,081,271
30 Total liabilities and net assets/fund balances (see instructions). 2,999,464 3,081,271
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,999,464
2
Enter amount from Part I, line 27a .....................
2
-218,088
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
308,857
4
Add lines 1, 2, and 3 ..........................
4
3,090,233
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
8,962
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,081,271
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 1132.616 ARTISAN INTL SMALL MID FUND ADVISOR APDJX P 2020-09-02 2023-05-02
b 1136.512 BLACKROCK EMERGING MARKETS FD INC INSL P 2021-01-01 2023-05-02
c 2230.63 GOLDMAN SACHS GQG PARTNERS INLT OPP I P 2021-03-22 2023-05-02
d 188 INVESCO EXCHANGE TRADED FD TR S&P500 EQL P 2022-03-04 2023-05-02
e 1490 INVESCO EXCHANGE FD TR S&P500 QUA P 2020-09-02 2023-05-02
187 INVESCO EXCHANGE FD TR S&P500 QUA P 2021-03-22 2023-05-02
466.072 OAKMARK FUND INVESTOR CLASS, OAKMX P 2022-03-04 2023-05-02
1963.228 WILLIAM BLAIR SMALL MID CAP GROWTH CL I P 2020-09-02 2023-05-02
1372.396 AMERICAN FUNDS STRATEGIC BOND FD F3 P 2022-03-04 2023-02-07
3259.958 FPA NEW INCOME P 2022-03-16 2023-02-07
2762.487 PALMER SQUARE INCOMEPLUS INSTL P 2022-03-04 2023-02-07
1042.412 PERFORMANCE TRUST STRATEGIC BOND FD P 2022-03-04 2023-02-03
3287.537 HARTFORD WORLD BOND FUND CL I P 2019-11-15 2023-02-07
24 DBX ETF TR XTRACK USE HIGH P 2022-05-25 2023-02-01
113 DBX ETF TR XTRACK USE HIGH P 2022-05-25 2023-02-01
106 DBX ETF TR XTRACK USE HIGH P 2022-10-05 2023-02-01
86 DBX ETF TR XTRACK USE HIGH P 2022-10-19 2023-02-01
194 DBX ETF TR XTRACK USE HIGH P 2022-11-09 2023-02-01
71 DBX ETF TR XTRACK USE HIGH P 2022-12-28 2023-02-01
37 SCHWAB STRATEGIC TR US TIPS ETF P 2022-12-14 2023-04-12
61 SCHWAB STRATEGIC TR US TIPS ETF P 2022-12-21 2023-04-12
240 SCHWAB STRATEGIC TR US TIPS ETF P 2023-01-18 2023-04-12
118 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-10-26 2023-01-11
118 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF WASH SALE P 2022-10-26 2023-01-11
61 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-11-16 2023-01-11
61 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF WASH SALES P 2022-11-16 2023-01-11
3 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-11-30 2023-01-11
31 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-11-30 2023-01-11
31 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF WASH SALES P 2022-11-30 2023-01-11
5 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-11-30 2023-01-11
5 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF WASH SALES P 2022-11-30 2023-01-11
31 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-12-14 2023-01-11
31 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF WASH SALES P 2022-12-14 2023-01-11
29 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-11-16 2023-01-18
39 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-11-30 2023-01-18
149 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-12-14 2023-01-18
125 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-11-09 2023-02-01
125 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF WASH SALES P 2022-11-09 2023-02-01
61 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-11-16 2023-02-01
61 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF WASH SALES P 2022-11-16 2023-02-01
28 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-12-07 2023-02-01
28 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF WASH SALES P 2022-12-07 2023-02-01
117 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2023-01-04 2023-02-01
117 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF WASH SALES P 2023-01-04 2023-02-01
153 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-12-07 2023-02-08
153 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-12-07 2023-02-08
205 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2023-01-04 2023-02-08
12 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-11-23 2023-03-29
61 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-12-07 2023-03-29
40 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-11-23 2023-04-05
40 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF WASH SALES P 2022-11-23 2023-04-05
112 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2023-01-25 2023-04-05
38 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-11-23 2023-04-12
101 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2022-12-28 2023-04-12
5 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2023-01-25 2023-04-12
8 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2023-01-25 2023-04-12
384 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2023-01-04 2023-05-01
31 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2023-01-25 2023-05-01
198 VANGAURD BD INDEX FDS TOTAL BND MRKT P 2023-01-11 2023-04-26
136 VANGUARD INTL EQUITYINDEX FDS FTSE EUROP P 2022-03-02 2023-02-22
136 VANGUARD INTL EQUITYINDEX FDS FTSE EUROP WASH SALES P 2022-03-02 2023-02-22
67 VANGAURD SHORT TERM TREASURY ETF P 2022-09-07 2023-01-04
31 VANGAURD SHORT TERM TREASURY ETF P 2022-10-26 2023-01-04
18 VANGAURD SHTORT TERM TREASURY ETF P 2022-11-02 2023-01-04
101 VANGAURD SHORT TERM TREASURY ETF P 2022-11-09 2023-01-04
60 VANGAURD SHORT TERM TREASURY ETF P 2022-11-16 2023-01-04
32 VANGAURD SHORT TERM TREASURY ETF P 2022-11-30 2023-01-04
20 VANGAURD SHORT TERM TREASURY ETF P 2022-12-07 2023-01-04
20 VANGAURD SHORT TERM TREASURY ETF P 2022-12-14 2023-01-04
232 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2021-10-22 2023-01-18
227 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2021-10-22 2023-01-25
2 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2021-10-22 2023-02-15
75 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2021-10-22 2023-04-12
217 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2021-10-22 2023-04-19
118 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2021-10-22 2023-04-26
458 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2021-10-22 2023-05-01
1 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF P 2021-11-05 2023-05-01
113 VANGUARD INTL EQUITYINDEX FDS FTSE EUROP P 2021-11-10 2023-01-04
113 VANGUARD INTL EQUITYINDEX FDS FTSE EUROP WASH SALE P 2021-11-10 2023-01-04
39 VANGUARD INTL EQUITYINDEX FDS FTSE EUROP P 2021-11-10 2023-01-04
39 VANGUARD INTL EQUITYINDEX FDS FTSE EUROP WASH SALE P 2021-11-10 2023-01-04
8 VANGUARD INTL EQUITYINDEX FDS FTSE EUROP P 2021-12-08 2023-01-04
8 VANGUARD INTL EQUITYINDEX FDS FTSE EUROP WASH SALE P 2021-12-08 2023-01-04
23 VANGUARD INTL EQUITYINDEX FDS FTSE EUROP P 2021-11-10 2023-02-22
23 VANGUARD INTL EQUITYINDEX FDS FTSE EUROP WASH SALE P 2021-11-10 2023-02-22
51 VANGUARD INTL EQUITYINDEX FDS FTSE EUROP P 2021-12-08 2023-02-22
51 VANGUARD INTL EQUITYINDEX FDS FTSE EUROP WASH SALE P 2021-12-08 2023-02-22
137 VANGUARD INTL EQUITYINDEX FDS FTSE EUROP P 2021-12-22 2023-02-22
137 VANGUARD INTL EQUITYINDEX FDS FTSE EUROP WASH SALE P 2021-12-22 2023-02-22
48 VANGAURD INTL EQUITYINDEX FDS PACIF P 2021-11-24 2023-03-01
48 VANGAURD INTL EQUITYINDEX FDS PACIF WASH SALE P 2021-11-24 2023-03-01
137 VANGAURD INTL EQUITYINDEX FDS PACIF P 2021-12-29 2023-03-01
137 VANGAURD INTL EQUITYINDEX FDS PACIF WASH SALE P 2021-12-29 2023-03-01
1365 VANGUARD SHORT TERM TREASURY ETF P 2021-10-22 2023-01-04
22 VANGUARD SHORT TERM TREASURY ETF P 2021-10-22 2023-10-04
12 VANGUARD SHORT TERM TREASURY ETF P 2021-10-22 2023-10-04
25 VANGUARD SHORT TERM TREASURY ETF P 2021-11-05 2023-01-04
9 VANGUARD SHORT TERM TREASURY ETF P 2021-11-05 2023-01-04
16 VANGUARD SHORT TERM TREASURY ETF P 2021-11-05 2023-01-04
6 VANGUARD SHORT TERM TREASURY ETF P 2021-11-05 2023-01-04
3 VANGUARD SHORT TERM TREASURY ETF P 2021-11-05 2023-01-04
12 VANGUARD SHORT TERM TREASURY ETF P 2021-11-05 2023-01-04
69 VANGUARD SHORT TERM TREASURY ETF P 2021-11-12 2023-01-04
99 VANGUARD SHORT TERM TREASURY ETF P 2021-11-19 2023-01-04
33 VANGUARD SHORT TERM TREASURY ETF P 2021-11-19 2023-01-04
12 VANGUARD SHORT TERM TREASURY ETF P 2021-11-19 2023-01-04
281 ENERGY SELECT SECTOR SPDR ETF P 2023-05-02 2023-07-05
9 ISHARES MSCI JAPAN ETF P 2023-05-02 2023-07-05
37 SPDR S&P 500 GROWTH ETF P 2023-05-02 2023-07-05
11 SPDR S&P VALUE ETF P 2023-05-02 2023-07-05
8 VANGAURD S&P 500 ETF P 2022-03-04 2023-07-05
230 ISHARES GLOBAL EQUITY FACTOR P 2023-05-02 2023-10-02
36 ISHARES MSCI EMERGING MARKETS ETF P 2023-05-02 2023-10-02
890 ISHARES MSCI GERMANY P 2023-01-01 2023-10-02
24 ISHARES MSCI JAPAN ETF P 2023-05-02 2023-10-02
431 ISHARES TAIWAN ETF P 2023-01-01 2023-10-02
267.3261 VSPDR FUND MATERIALS P 2023-01-01 2023-10-02
87 SPDR S&P 500 GROWTH ETF P 2023-05-02 2023-10-02
323 SPDR S&P 500 VALUE ETF P 2023-05-02 2023-10-02
39 VANGAURD FTSE EUROPE P 2023-05-02 2023-10-02
20 ENERGY SELECT SECTOR SPDR ETF P 2023-10-02 2023-10-27
591 ISHARES GLOBAL EQUITY FACTOR ETF P 2023-05-02 2023-10-27
19 ISHARES MSCI EMERGING MARKETS P 2023-05-02 2023-01-27
8 ISHARES MSCI INDEA ETF: INDA P 2023-10-02 2023-10-27
71 ISHARES MSCI JAPAN ETF P 2023-05-02 2023-10-27
389 ISHARES MSCI UNITED KINGDOME ETF P 2023-01-01 2023-10-27
4 ISHARES RUSSELL 2000 P 2023-10-02 2023-10-27
136 SPDR S&P 500 GROWTH ETF: SPYG P 2023-05-02 2023-10-27
27 SPDR S&P 500 VALUE ETF: SPYV P 2023-05-02 2023-10-27
84 VANGAURD FTSE EUROPE ETF: VGK P 2023-05-02 2023-10-27
25 VANGUARD S&P 500 ET: VOO P 2022-03-04 2023-10-02
41 VANGUARD S&P 500 ETF: VOO P 2022-03-04 2023-10-27
159 SCHWAB US TIPS ETF: SCHP P 2023-01-04 2023-06-08
213 VANGUARD FTSE PACIFIC EFT: VPL P 2023-04-26 2023-06-08
142 VANGUARD TOTAL BOND MARKET ETF: BND P 2022-12-28 2023-06-21
60 VANGUARD TOTAL BOND MARKET ETF: BND P 2023-01-11 2023-06-21
193 SPDR BLOOMBERT 1 3 MNTH T BILL ETF: BIL P 2021-10-22 2023-06-14
114 SPDR BLOOMBERT 1 3 MNTH T BILL ETF: BIL P 2021-10-22 2023-06-21
18 SPDR BLOOMBERT 1 3 MNTH T BILL ETF: BIL P 2021-10-22 2023-06-28
47 SPDR BLOOMBERT 1 3 MNTH T BILL ETF: BIL P 2021-11-05 2023-06-28
9 SPDR BLOOMBERT 1 3 MNTH T BILL ETF: BIL P 2021-11-12 2023-06-28
278 SCHWAB US TIPS ETF: SCHP P 2023-01-04 2023-07-26
25 SCHWAB US TIPS ETF: SCHP P 2023-01-18 2023-07-26
109 SPDR BLOOMBERG 1 3 MNTH BLL ETF: BIL P 2021-11-12 2023-07-19
35 SPDR BLOOMBERG 1 3 MNTH BLL ETF: BIL P 2021-11-19 2023-07-19
35 SPDR BLOOMBERG 1 3 MNTH BLL ETF: BIL P 2021-11-19 2023-07-19
57 VANGAURD TOTAL STOCK MARKET ETF: VTI P 2023-06-08 2023-08-16
251 VANGUARD FTSE ENERGING MARKETS ETF: VWO P 2023-02-01 2023-08-23
48 VANGUARD FTSE PACIFIC ETF: VPL P 2023-04-12 2023-08-23
82 VANGUARD REAL ESTATE ETF: VNQ P 2023-03-29 2023-08-23
150 VANGUARD REAL ESTATE ETF: VNQ P 2023-07-26 2023-08-23
1 SPDR BLOOMBERG 1 3 MNTH T BLL ETF: BIL P 2021-11-19 2023-08-02
170 VANGUARD FTSE PACIFIC ETF: VPL P 2021-12-29 2023-08-23
39 VANGUARD TOTAL STOCK MARKET ETF: VTI P 2023-02-08 2023-09-06
4 VANGUARD FTSE EMERGING MARKETS ETF: VWO P 2023-06-21 2023-09-27
95 VANGUARD TOTAL STOCK MARKET ETF: VTI P 2023-04-19 2023-09-27
225 XTRACKERS USD HIGH YIELDCOR BND ETF: HYLB P 2022-11-09 2023-09-27
109 JPMORGAN BETABUILDERS CANADA ETF: BBCA P 2022-01-12 2023-08-30
212 VANGUARD FTSE EMERGING MARKETS ETF: VWO P 2022-01-05 2023-09-06
31 SPDR BLOOMBERG 1 3 MNTH T BLL ETF: BIL P 2021-11-19 2023-09-20
35 SPDR BLOOMBERG 1 3 MNTH BLL ETF: BIL P 2021-11-19 2023-09-20
293 VANGUARD FTSE EUROPE ETF: VGK P 2022-03-09 2023-09-20
351 VANGUARD FTSE EMERGING MARKETS ETF: VWO P 2022-03-16 2023-09-27
155 VANGUARD FTSE EUROPE ETF: VGK P 2022-03-02 2023-09-27
100 ISHARES COR S&P TOTAL US STOCK MARK: ITOT P 2023-02-01 2023-10-04
323 VANGUARD FTSE EMERGING MARKETS ETF: VWO P 2023-06-21 2023-10-04
195 VANGUARD FTSE EUROPE ETF: VGK P 2023-04-12 2023-10-04
139 VANGUARD FTSE PACIFIC ETF: VPL P 2023-09-20 2023-10-04
45 VANGUARD SMALL CAP ETF IV: VB P 2023-04-12 2023-10-04
78 VANGUARD TOTAL STOCK MARKET ETF: VTI P 2023-06-08 2023-10-04
255 VANGUARD FTSE EMERGING MARKETS ETF: VWO P 2023-02-01 2023-10-11
23 VANGUARD FTSE EUROPE ETF: VGK P 2023-02-01 2023-10-11
300 VANGUARD FTSE EUROPE ETF: VGK P 2023-06-08 2023-10-11
70 ISHARES CORE S&P TOTAL US STOCK MARK: ITOT P 2023-02-01 2023-10-18
152 ISHARES CORE S&P TOTAL STOCK MARK: ITOT P 2023-04-05 2023-10-18
77 VANGUARD FTSE PACIFIC ETF: VPL P 2021-11-24 2023-10-18
65 VANGUARD FTSE PACIFIC ETF: VPL P 2021-12-01 2023-10-18
4 VANGUARD TOTAL STOCK MARKET ETF: VTI P 2021-10-27 2023-10-18
25 VANGUARD TOTAL STOCK MARKET ETF: VTI P 2021-10-27 2023-10-25
40 VANGUARD TOTAL STOCK MARKET ETF: VTI P 2021-12-01 2023-10-25
9 VANGUARD TOTAL STOCK MARKET ETF: VTI P 2022-01-26 2023-10-25
37 VANGUARD TOTAL STOCK MARKET ETF: VTI P 2023-02-09 2023-10-25
3 VANGUARD TOTAL STOCK MARKET ETF: VTI P 2022-02-23 2023-10-25
14 VANGUARD VALUE ETF: VTV P 2022-12-21 2023-11-01
53 VANGUARD VALUE ETF: VTV P 2023-07-19 2023-11-01
221 ISHARES 0 TO 3 MNTH TREASURY BND ETF: SGOV P 2023-06-08 2023-11-22
25 VANGUARD VALUE ETF: VTV P 2021-11-03 2023-11-01
35 SPDR BLOMBERG 1 3 MNTH T BILL ETF: BIL P 2021-11-19 2023-11-22
67 SPDR BLOMBERG 1 3 MNTH T BILL ETF: BIL P 2021-11-19 2023-11-22
21 SPDR BLOMBERG 1 3 MNTH T BILL ETF: BIL P 2022-06-01 2023-11-22
13 SPDR BLOOMBERG 1 3 MNTH T BILL ETF: BIL P 2022-06-08 2023-11-22
21 SPDR BLOMBERG 1 3 MNTH T BILL ETF: BIL P 2022-11-02 2023-11-22
267 ISHARES 0 TO 3 MNTH TREASURY BND ETF: SGOV P 2023-06-08 2023-11-29
176 SCHWAB US TIPS ETF: SCHP P 2023-01-18 2023-11-29
26 SCHWAB US TIPS ETF: SCHP P 2023-08-23 2023-11-29
6 ISHARES 0 TO 3 MNTH TREASURY BND ETF: SGOV P 2023-07-05 2023-12-06
6 ISHARES 0 TO 3 MNTH TREASURY BND ETF: SGOV P 2023-07-12 2023-12-06
28 ISHARES 0 TO 3 MNTH TREASURY BND ETF: SGOV P 2023-07-26 2023-12-06
5 ISHARES 0 TO 3 MNTH TREASURY BND ETF: SGOV P 2023-08-09 2023-12-06
128 ISHARES 0 TO 3 MNTH TREASURY BND ETF: SGOV P 2023-08-16 2023-12-06
187 ISHARES 0 TO 3 MNTH TREASURY BND ETF: SGOV P 2023-08-23 2023-12-06
137 ISHARES CORE US AGGREGATE BOND ETF: AGG P 2023-09-20 2023-12-13
4 ISHARES 0 TO 3 MNTH TREASURY BND ETF: SGOV P 2023-08-23 2023-12-13
32 ISHARES 0 TO 3 MNTH TREASURY BND ETF: SGOV P 2023-08-23 2023-12-20
69 ISHARES 0 TO 3 MNTH TREASURY BND ETF: SGOV P 2023-08-30 2023-12-30
174 ISHARES 0 TO 3 MNTH TREASURY BND ETF: SGOV P 2023-09-06 2023-12-20
6 ISHARES 0 TO 3 MNTH TREASURY BND ETF: SGOV P 2023-09-13 2023-12-20
358 ISHARES 0 TO 3 MNTH TREASURY BND ETF: SGOV P 2023-09-27 2023-12-20
88 ISHARES 0 TO 3 MNTH TREASURY BND ETF: SGOV P 2023-10-04 2023-12-10
389 ISHARES 0 TO 3 MNTH TREASURY BND ETF: SGOV P 2023-10-04 2023-12-27
82 ISHARES 0 TO 3 MNTH TREASURY BND ETF: SGOV P 2023-10-11 2023-12-27
19 SCHWAB US TIPS ETF: SCHP P 2022-10-12 2023-11-29
200 SCHWAB US TIPS ETF: SCHP P 2022-10-19 2023-11-29
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 18,484   19,662 -1,178
b 25,992   34,260 -8,268
c 39,438   40,709 -1,271
d 26,762   28,735 -1,973
e 70,566   60,494 10,072
8,856   8,168 688
51,133   52,750 -1,617
52,408   60,091 -7,683
13,145   15,337 -2,192
31,070   31,983 -913
27,070   27,561 -491
20,400   23,016 -2,616
33,500   35,335 -1,835
843   860 -17
3,971   3,883 88
3,725   3,556 169
3,022   2,846 176
6,817   6,394 423
2,495   2,359 136
1,989   1,961 28
3,278   3,250 28
12,899   12,678 221
10,798   10,805 -7
6     6
5,582   5,584 -2
2     2
275   275 0
2,837   2,855 -18
18     18
458   459 -1
2     2
2,837   2,839 -2
2     2
2,656   2,655 1
3,572   3,588 -16
13,647   13,639 8
11,426   11,440 -14
14     14
5,576   5,583 -7
7     7
2,559   2,562 -3
2     2
10,695   10,704 -9
9     9
13,997   14,013 -16
16     16
18,754   18,754 0
1,102   1,101 1
5,601   5,597 4
3,661   3,670 -9
9     9
10,251   10,273 -22
3,480   3,491 -11
9,249   9,249 0
458   459 -1
733   732 1
35,113   35,130 -17
2,835   2,835 0
14,645   14,568 77
8,186   8,374 -188
188     188
3,880   3,920 -40
1,795   1,789 6
1,042   1,035 7
5,849   5,811 38
3,475   3,472 3
1,853   1,852 1
1,158   1,160 -2
1,158   1,161 -3
21,249   21,214 35
20,806   20,757 49
183   183 0
6,868   6,858 10
19,893   19,842 51
10,826   10,790 36
41,879   41,880 -1
91   91 0
6,463   7,821 -1,358
1,358     1,358
2,231   2,727 -496
497     497
458   542 -84
85     85
1,384   1,563 -179
179     179
3,070   3,456 -386
387     387
8,246   9,931 -1,685
1,685     1,685
3,175   3,850 -675
675     675
9,062   10,736 -1,674
1,491     1,491
79,051   83,524 -4,473
1,274   1,343 -69
695   736 -41
1,448   1,522 -74
521   552 -31
927   987 -60
347   371 -24
174   186 -12
695   743 -48
3,996   4,199 -203
5,733   6,015 -282
1,911   2,014 -103
695   734 -39
22,654   22,595 59
554   523 31
2,254   2,052 202
476   448 28
3,258   3,166 92
7,858   7,762 96
1,359   1,390 -31
22,891   25,767 -2,876
1,434   1,396 38
19,220   18,880 340
20,668   21,709 -1,041
5,168   4,825 343
13,226   13,159 67
2,220   2,444 -224
1,691   1,772 -81
19,421   19,945 -524
694   734 -40
344   354 -10
4,097   4,129 -32
11,728   12,946 -1,218
648   694 -46
7,723   7,543 180
1,067   1,100 -33
4,627   5,263 -636
9,793   9,894 -101
15,420   16,227 -807
8,354   8,266 88
14,942   14,358 584
10,359   10,212 147
4,377   4,414 -37
17,679   17,648 31
10,450   10,424 26
1,652   1,646 6
4,313   4,298 15
826   823 3
14,567   14,452 115
1,310   1,321 -11
9,990   9,966 24
3,208   3,200 8
3,208   3,200 8
12,457   12,181 276
10,148   10,640 -492
3,269   3,269 0
6,658   6,555 103
12,178   12,999 -821
91   91 0
11,577   13,830 -2,253
8,656   8,070 586
156   164 -8
20,105   19,568 537
7,596   7,416 180
6,616   7,276 -660
8,594   10,440 -1,846
2,842   2,834 8
3,208   3,200 8
17,480   17,526 -46
13,720   15,959 -2,239
8,880   10,524 -1,644
9,340   9,084 256
12,406   13,211 -805
11,039   12,172 -1,133
9,002   9,620 -618
8,279   8,424 -145
16,424   16,669 -245
10,098   10,810 -712
1,352   1,402 -50
17,637   18,564 -927
6,613   6,358 255
14,359   13,639 720
5,047   5,899 -852
4,260   5,002 -742
852   936 -84
5,159   5,853 -694
8,254   9,206 -952
1,857   2,274 -417
7,635   9,139 -1,504
619   639 -20
1,888   1,980 -92
7,148   7,670 -522
22,240   22,173 67
3,371   3,618 -247
3,211   3,200 11
6,148   6,126 22
1,927   1,920 7
1,193   1,189 4
1,927   1,920 7
26,884   26,788 96
9,030   9,297 -267
1,334   1,341 -7
602   602 0
602   602 0
2,810   2,816 -6
502   502 0
12,845   12,855 -10
18,765   18,799 -34
13,482   13,056 426
402   402 0
3,203   3,217 -14
6,907   6,943 -36
17,418   17,452 -34
601   602 -1
35,837   36,018 -181
8,809   8,826 -17
38,977   39,017 -40
8,216   8,233 -17
975   987 -12
10,261   10,340 -79
6,421     6,421
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,178
b       -8,268
c       -1,271
d       -1,973
e       10,072
      688
      -1,617
      -7,683
      -2,192
      -913
      -491
      -2,616
      -1,835
      -17
      88
      169
      176
      423
      136
      28
      28
      221
      -7
      6
      -2
      2
      0
      -18
      18
      -1
      2
      -2
      2
      1
      -16
      8
      -14
      14
      -7
      7
      -3
      2
      -9
      9
      -16
      16
      0
      1
      4
      -9
      9
      -22
      -11
      0
      -1
      1
      -17
      0
      77
      -188
      188
      -40
      6
      7
      38
      3
      1
      -2
      -3
      35
      49
      0
      10
      51
      36
      -1
      0
      -1,358
      1,358
      -496
      497
      -84
      85
      -179
      179
      -386
      387
      -1,685
      1,685
      -675
      675
      -1,674
      1,491
      -4,473
      -69
      -41
      -74
      -31
      -60
      -24
      -12
      -48
      -203
      -282
      -103
      -39
      59
      31
      202
      28
      92
      96
      -31
      -2,876
      38
      340
      -1,041
      343
      67
      -224
      -81
      -524
      -40
      -10
      -32
      -1,218
      -46
      180
      -33
      -636
      -101
      -807
      88
      584
      147
      -37
      31
      26
      6
      15
      3
      115
      -11
      24
      8
      8
      276
      -492
      0
      103
      -821
      0
      -2,253
      586
      -8
      537
      180
      -660
      -1,846
      8
      8
      -46
      -2,239
      -1,644
      256
      -805
      -1,133
      -618
      -145
      -245
      -712
      -50
      -927
      255
      720
      -852
      -742
      -84
      -694
      -952
      -417
      -1,504
      -20
      -92
      -522
      67
      -247
      11
      22
      7
      4
      7
      96
      -267
      -7
      0
      0
      -6
      0
      -10
      -34
      426
      0
      -14
      -36
      -34
      -1
      -181
      -17
      -40
      -17
      -12
      -79
      6,421
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -40,202
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,213
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,213
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,213
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,034
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,034
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,821
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow5,821 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowFL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowDANIEL DEVINE Telephone no.right arrow (407) 412-7094

Located atright arrow4409 HOFFNER AVENUE SUITE 518ORLANDOFL ZIP+4right arrow32812
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DANIEL J DEVINE PRESIDENT
0.00 		0 0 0
4409 HOFFNER AVENUE 518
ORLANDO,FL32812
JACQUELINE D DEVINE VICE PRESIDENT
0.00 		0 0 0
4409 HOFFNER AVENUE 518
ORLANDO,FL32812
KATHLEEN VOLKMAN TREASURER & SECRETARY
0.00 		0 0 0
4409 HOFFNER AVENUE 518
ORLANDO,FL32812
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,683,411
b
Average of monthly cash balances.......................
1b
139,526
c
Fair market value of all other assets (see instructions)................
1c
90,000
d
Total (add lines 1a, b, and c).........................
1d
2,912,937
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,912,937
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
43,694
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,869,243
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
143,462
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
143,462
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,213
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,213
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
142,249
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
142,249
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
142,249
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
265,127
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
265,127
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 142,249
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 160,358
b From 2019...... 308,935
c From 2020...... 170,929
d From 2021...... 298,887
e From 2022...... 427,824
f Total of lines 3a through e ........ 1,366,933
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 265,127
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 142,249
e Remaining amount distributed out of corpus 122,878
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,489,811
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		160,358
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,329,453
10 Analysis of line 9:
a Excess from 2019.... 308,935
b Excess from 2020.... 170,929
c Excess from 2021.... 298,887
d Excess from 2022.... 427,824
e Excess from 2023.... 122,878
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
DANIEL J DEVINE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BALSAM MOUNTAIN PRESERVE FUND JACKSON CO

81 PRESERVE RD
SYLVA,NC28779 		NONE   PROGRAM SUPPORT. 2,500

ENTREPRENUEURS ALLIANCE OF ORLANDO

1030 NORTH ORANGE AVENUE SUITE 200
ORLANDO,FL32801 		NONE   PROGRAM SUPPORT. 2,500

HOPE AFRICA COLLECTIVE

PO BOX 561310
ORLANDO,FL32856 		NONE   PROGRAM SUPPORT. 60,000

KANAKUK INSTITUTE

PO BOX 1153
BRANSON,MO65616 		NONE   PROGRAM SUPPORT. 50,000

MAN IN THE MIRROR

1375 STATE ROAD 436
CASSELBERRY,FL32707 		NONE   PROGRAM SUPPORT. 50,000

LEGENDS ACADEMY

3032 MONTE CARLO TRAIL
ORLANDO,FL32805 		NONE   PROGRAM SUPPORT. 7,253

LIGHTHOUSE CENTRAL FLORIDA

215 E NEW HAMPSHIRE ST
ORLANDO,FL32804 		NONE   PROGRAM SUPPORT. 25,000
Total .................................right arrow 3a 197,253
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....         98,324
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -46,623 6,421
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 -46,623 104,745
13Total. Add line 12, columns (b), (d), and (e)..................
13
58,122
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
4 ACTIVITIES PRODUCE INCOME THAT FUND EXEMPT PURPOSES.
8 ACTIVITIES PRODUCE INCOME THAT FUND EXEMPT PURPOSES.
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
DEVINE FAMILY FOUNDATION INC
EIN:
27-3127675
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,025 756   2,269

TY 2023 InvestmentsOtherSchedule2
Name:
DEVINE FAMILY FOUNDATION INC
EIN:
27-3127675
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ENERGY SELECT SECTOR SPDR ETF AT COST 18,863 17,856
ISHARES GLOBAL EQUITY FACTOR ETF AT COST 39,913 44,693
ISHARIES MSCI EMERGING MARKETS ETF AT COST 13,270 13,801
ISHARES MSCI INDEA ETF AT COST 11,229 12,398
ISHARES MSCI JAPAN ETF AT COST 20,363 22,430
ISHARES MSCI UNITED KINGDOME ETF AT COST 19,097 20,276
ISHARES RUSSELL 2000 ETF AT COST 13,075 15,107
ISHARES 0 TO 3 MNTH TREASURY BND ETF AT COST 110,811 110,541
SPDR S&P 500 GROWTH ETF AT COST 28,353 33,232
SPDR S&P 500 VALUE ETF AT COST 22,305 25,506
VANGUARD FTSE EUROPE ETF AT COST 20,325 20,973
VANGUARD S&P 500 ETF AT COST 64,349 70,998
ISHARES CORE S&P TOTAL AT COST 36,941 38,935
ISHARES CORE US AGGREGATE BOND ETF AT COST 38,083 39,402
ISHARES 0 TO 3 MNTH TREASURY BND ETF AT COST 69,827 69,688
JPMORGAN BETABUILDERS CANADA ETF AT COST 13,098 12,632
SCHWAB US TIPS ETF AT COST 73,324 75,064
VANGUARD FTSE EMERGING MARKETS ETF AT COST 137,805 127,862
VANGUARD FTSE EUROPE ETF AT COST 106,393 110,325
VANGUARD FTSE PACIFIC ETF AT COST 50,853 50,925
VANGUARD REAL ESTATE ETF AT COST 16,213 16,258
VANGUARD SMALL CAP ETF IV AT COST 7,356 7,893
VANGUARD TOTAL BOND MARKET ETF AT COST 6,926 7,061
VANGUARD TOTAL STOCK MARKET ETF AT COST 121,182 130,471
VANGUARD VALUE ETF AT COST 14,904 15,100
XTRACKERS USD HIGH YIELD COR BND ETF AT COST 32,750 33,986
AMERICAN FUNDS STRATEGIC BOND F3 AT COST 202,763 168,560
CLIFFWATER CORPORATE LEN AT COST 102,823 102,894
FPA NEW INCOME AT COST 226,476 225,301
HARTFORD WORLD BOND I AT COST 183,687 172,270
PALMER SQUARE INCOME PLUS AT COST 177,544 176,885
PERFORMANCE TRUST STRATE GIC BOND AT COST 196,224 174,895
ABBY CAPITAL MULTI ASSET AT COST 500,030 444,092
AMERICAN BEACON AHL TARGETRICK Y AT COST 250,000 210,831

TY 2023 OtherDecreasesSchedule
Name:
DEVINE FAMILY FOUNDATION INC
EIN:
27-3127675
Description Amount
NDE 50% MEAL 44
WASH SALE LOSS DISALLOWED 6,630
NONDIVIDEND DISTRIBUTION 2,288


TY 2023 OtherExpensesSchedule
Name:
DEVINE FAMILY FOUNDATION INC
EIN:
27-3127675
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 10,285 10,285   0
ANNUAL FILING FEES 61 0   61
EDUCATION & CONFERENCES 65,500 0   65,500


TY 2023 OtherIncreasesSchedule
Name:
DEVINE FAMILY FOUNDATION INC
EIN:
27-3127675
Description Amount
UNREALIZED GAINS/LOSSES 308,857


TY 2023 TaxesSchedule
Name:
DEVINE FAMILY FOUNDATION INC
EIN:
27-3127675
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 42 42   0