Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
DEVONWOOD FOUNDATION 009606-007
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 70
  Room/suite
City or town
WILMINGTON
State or province
DE
Country  
ZIP or foreign postal code
19899
A Employer identification number

51-6024607
B Telephone number (see instructions)

2393975002
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$32,647,217J Accounting method:
 
(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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 884,027 877,645  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 28,394
b Gross sales price for all assets on line 6a 28,484
7 Capital gain net income (from Part IV, line 2)... 28,394
8 Net short-term capital gain......... 0
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)....... Click to see attachment
List of Attached Documents:
// Content
42,150 42,150  
12 Total. Add lines 1 through 11........ 954,571 948,189  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 9,500 0   9,500
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
750 0 0 750
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
16,059 2,913   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,825 3,825    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,134 6,738 0 10,250
25 Contributions, gifts, grants paid....... 1,364,000 1,364,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,394,134 6,738 0 1,374,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -439,563
b Net investment income (if negative, enter -0-) 941,451
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 1,344 7,064 7,064
2 Savings and temporary cash investments......... 609,952 186,022 186,022
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 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)....... 14,136,119 Click to see attachment
List of Attached Documents:
// Content
14,130,726 		32,454,131
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,747,415 14,323,812 32,647,217
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 14,747,415 14,323,812
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)..... 14,747,415 14,323,812
30 Total liabilities and net assets/fund balances (see instructions). 14,747,415 14,323,812
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
14,747,415
2
Enter amount from Part I, line 27a .....................
2
-439,563
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
29,556
4
Add lines 1, 2, and 3 ..........................
4
14,337,408
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
13,596
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
14,323,812
Form 990-PF (2025)
Form 990-PF (2025)
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 . CLASS ACTION LITIGATION     2025-03-27
b .5 QNITY ELECTRONICS INC   2004-09-15 2025-11-19
c .3223 SOUTHERN COPPER CORP   2019-08-14 2025-03-11
d .1865 SOUTHERN COPPER CORP   2019-08-14 2025-05-29
e .675 SOUTHERN COPPER CORP   2019-08-14 2025-09-12
.878 SOUTHERN COPPER CORP   2019-08-14 2025-12-09
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 10,160     10,160
b 39   28 11
c 29   10 19
d 17   6 11
e 69   20 49
124   26 98
      18,046
      18,046
      18,046
      18,046
      18,046
      18,046
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       10,160
b       11
c       19
d       11
e       49
      98
       
       
       
       
       
       
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 28,394
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 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 13,086
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 13,086
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 13,086
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 12,524
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,524
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 562
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
DE
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofWilmington Trust Company Telephone no. (239) 397-5002

Located atPO BOX 70WILMINGTONDE ZIP+419899
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
WILMINGTON TRUST CO-TRUSTEE
1 		9,500    
PO BOX 70
WILMINGTON,DE19899
BRENDA BRODIE CO-TRUSTEE
1 		0    
63 BEVERLY DRIVE
DURHAM,NC27707
MELISSA HANENBERGER CO-TRUSTEE
1 		0    
56 VALENTINE STREET
NEWTOWN,MA02465
CAMERON BRODIE CO-TRUSTEE
1 		0    
152 WEST 11TH STREET
NEW YORK,NY10011
TYLER BRODIE CO-TRUSTEE
1 		0    
225 WEST 13TH STREET
NEW YORK,NY10011
BRYSON BRODIE GENERAL TRUSTEE
0 		0    
243 WEST 11TH STREET
NEW YORK,NY10014
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
29,322,223
b
Average of monthly cash balances.......................
1b
1,010,247
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
30,332,470
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
30,332,470
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
454,987
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
29,877,483
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,493,874
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,493,874
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
13,086
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,086
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,480,788
4
Recoveries of amounts treated as qualifying distributions................
4
14,000
5
Add lines 3 and 4............................
5
1,494,788
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
1,494,788
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, line 26, column (d) ..........
1a
1,374,250
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,374,250
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,494,788
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,347,821
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,374,250
a Applied to 2024, but not more than line 2a 1,347,821
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 2025 distributable amount..... 26,429
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 0
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		1,468,359
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
NA
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.
NA
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
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

TRUSTEES OF BOSTON UNIVERSITY

595 COMMONWEALTH AVENUE SUITE 700
BOSTON,MA02215 		NONE   GENERAL SUPPORT 10,000

VANDERBILT UNIVERSITY
GIFT PROCESSING VU STATION B #357727
2201 WEST END AVENUE
NASHVILLE,TN37235 		NONE   GENERAL SUPPORT 50,000

SHADY HILL SCHOOL

178 COOLIDGE HILL
CAMBRIDGE,MA02138 		NONE   GENERAL SUPPORT 5,000

CUISINE RESCUE INC

1537 MITCHELL WHARF STREET
DANIEL ISLAND,SC29492 		NONE   GENERAL SUPPORT 1,000

AMERICAN CIVIL LIBERTIES UNION OF
S CAROLINA FOUNDATION INC
PO BOX 1668
COLUMBIA,SC29202 		NONE   GENERAL SUPPORT 5,000

TRUSTEES OF PRINCETON UNIVERSITY

100 OVERLOOK CENTER SUITE 3000
PRINCETON,NJ08540 		NONE   GENERAL SUPPORT 50,000

LAKE RESCUE ASSOCIATION INC

PO BOX 372
LUDLOW,VT051490372 		NONE   GENERAL SUPPORT 10,000

NEIGHBORHOOD HOUSE CLUB

PO BOX 332
NORTHEAST HARBOR,ME046620332 		NONE   GENERAL SUPPORT 10,000

BENEVOLENCE FARM

PO BOX 1313
GRAHAM,NC27253 		NONE   GENERAL SUPPORT 5,000

MUSEUM OF DURHAM HISTORY

PO BOX 362
DURHAM,NC27702 		NONE   GENERAL SUPPORT 1,000

INNOCENCE PROJECT INC

40 WORTH STREET SUITE 701
NEW YORK,NY10013 		NONE   GENERAL SUPPORT 5,000

ALS THERAPY DEVELOPMENT
FOUNDATION
480 ARSENAL STREET STE 201
WATERTOWN,MA02472 		NONE   GENERAL SUPPORT 2,000

NEW YORKERS FOR PARKS

PO BOX 431
NEW YORK,NY10272 		NONE   GENERAL SUPPORT 1,000

TRIANGLE LAND CONSERVANCY

514 S DUKE STREET
DURHAM,NC27701 		NONE   GENERAL SUPPORT 5,000

BOOK HARVEST

2501 UNIVERSITY DRIVE
DURHAM,NC277072159 		NONE   GENERAL SUPPORT 1,000

CAROLINA FARM STEWARDSHIP
ASSOCIATION
PO BOX 448
PITTSBORO,NC27312 		NONE   GENERAL SUPPORT 5,000

AMERICAN FOUNDATION FOR SUICIDE
PREVENTION
199 WATER STREET 11TH FLOOR
NEW YORK,NY10038 		NONE   GENERAL SUPPORT 1,000

ABBE MUSEUM

PO BOX 286
BAR HARBOR,ME04609 		NONE   GENERAL SUPPORT 2,000

REFUGEE & IMMIGRANT CENTER FOR
EDUCATION & LEGAL SERVICES
PO BOX 786100
SAN ANTONIO,TX78278 		NONE   GENERAL SUPPORT 2,000

UNIVERSITY OF CALIFORNIA BERKELEY
FOUNDATION
1995 UNIVERSITY AVENUE SUITE 400
BERKELEY,CA94704 		NONE   GENERAL SUPPORT 1,000

SPECIAL OLYMPICS INC

1133 19TH STREET NW
WASHINGTON,DC20036 		NONE   GENERAL SUPPORT 5,000

MUSEUM OF FINE ARTS

465 HUNTINGTON AVE
BOSTON,MA02115 		NONE   GENERAL SUPPORT 5,000

LAND INSTITUTE

2440 E WATER WELL ROAD
SALINA,KS67401 		NONE   GENERAL SUPPORT 5,000

WATERFALL ARTS

256 HIGH STREET
BELFAST,ME04915 		NONE   GENERAL SUPPORT 10,000

MAINE ORGANIC FARMERS & GARNENERS
ASSOCIATION
PO BOX 170
UNITY,ME04988 		NONE   GENERAL SUPPORT 2,000

BOSTON COLLEGE TRUSTEES

140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA02467 		NONE   GENERAL SUPPORT 5,000

BAREFOOT THEATRE COMPANY

619 E 17TH STREET APT 1S
BROOKLYN,NY11226 		NONE   GENERAL SUPPORT 44,000

SOFT POWER HEALTH

2887 PURCHASE STREET
PURCHASE,NY105772214 		NONE   GENERAL SUPPORT 30,000

DURHAM LITERACY CENTER INC

PO BOX 52209
DURHAM,NC27717 		NONE   GENERAL SUPPORT 30,000

ELLERBEE CREEK WATERSHED
ASSOCIATION
PO BOX 2679
DURHAM,NC277152679 		NONE   GENERAL SUPPORT 5,000

TEXAS CHRISTIAN UNIVERSITY

TCU BOX 297044
FORT WORTH,TX761290001 		NONE   GENERAL SUPPORT 1,000

SPARTANBURG COUNTY FOUNDATION

424 EAST KENNEDY STREET
SPARTANBURG,SC29302 		NONE   GENERAL SUPPORT 5,000

BOSTON FOUNDATION INC

75 ARLINGTON STREET 10TH FLR
BOSTON,MA02116 		NONE   GENERAL SUPPORT 1,000

EL FUTURO

2020 CHAPEL HILL ROAD SUITE 23
DURHAM,NC27707 		NONE   GENERAL SUPPORT 14,000

AMERICAN DANCE FESTIVAL INC

PO BOX 90772
DURHAM,NC27708 		NONE   GENERAL SUPPORT 10,000

FOUNDATION FOR ST MARTIN IN THE
FIELDS
39 W 37TH STREET FLOOR 12A
NEW YORK,NY10018 		NONE   GENERAL SUPPORT 10,000

HABITAT FOR HUMANITY OF DURHAM

215 N CHURCH STREET
DURHAM,NC27701 		NONE   GENERAL SUPPORT 30,000

ACTORS STUDIO

432 W 44TH STREET
NEW YORK,NY10036 		NONE   GENERAL SUPPORT 1,000

DURHAM ARTS COUNCIL INC

120 MORRIS STREET
DURHAM,NC27701 		NONE   GENERAL SUPPORT 5,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE STREET
MONTGOMERY,AL36104 		NONE   GENERAL SUPPORT 5,000

ROCKEND INC

PO BOX 296
NORTHEAST HARBOR,ME04662 		NONE   GENERAL SUPPORT 1,000

SLOW FOOD USA INC

9322 3RD AVENUE 402
BROOKLYN,NY11209 		NONE   GENERAL SUPPORT 10,000

BOWDOIN COLLEGE

4100 COLLEGE STATION
BRUNSWICK,ME04011 		NONE   GENERAL SUPPORT 65,000

POMFRET SCHOOL INC

398 POMFRET STREET PO BOX 128
POMFRET,CT062580128 		NONE   GENERAL SUPPORT 1,000

COLUMBIA UNIVERSITY SCHOOL OF
NURSING
560 WEST 168TH STREET MC 6
NEW YORK,NY10032 		NONE   GENERAL SUPPORT 70,000

CITY HARVEST INC

150 52ND STREET
BROOKLYN,NY11232 		NONE   GENERAL SUPPORT 2,000

SOUTHEASTERN EFFORTS DEVELOPING
SUSTAINABLE SPACES INC
706 GILBERT STREET
DURHAM,NC27701 		NONE   GENERAL SUPPORT 75,000

DURHAM CENTRAL PARK

PO BOX 1526
DURHAM,NC27702 		NONE   GENERAL SUPPORT 5,000

MOUNT DESERT ISLAND BIOLOGICAL
LABORATORY
PO BOX 35 OLD BAR HARBOR ROAD
SALISBURY COVE,ME04672 		NONE   GENERAL SUPPORT 5,000

MOUNT DESERT LAND AND GARDEN
PRESERVE
PO BOX 208
SEAL HARBOR,ME04675 		NONE   GENERAL SUPPORT 5,000

DURHAM ACADEMY INC

3601 RIDGE ROAD
DURHAM,NC27705 		NONE   GENERAL SUPPORT 25,000

NORTH CAROLINA AGRICULTURAL
FOUNDATION INC
CAMPUS BOX 7645
RALEIGH,NC276957645 		NONE   GENERAL SUPPORT 5,000

ASSOC FOR THE PRESERVATION OF THE
ENO RIVER VALLEY
4404 GUESS ROAD
DURHAM,NC27712 		NONE   GENERAL SUPPORT 5,000

MOUNT DESERT NURSING ASSOCIATION

PO BOX 397
NORTHEAST HARBOR,ME04662 		NONE   GENERAL SUPPORT 1,000

DURHAM BALLET THEATRE

608 N DUKE STREET
DURHAM,NC27701 		NONE   GENERAL SUPPORT 5,000

CONCORD ACADEMY
PALS ENDOWMENT
166 MAIN STREET
CONCORD,MA017422445 		NONE   GENERAL SUPPORT 48,000

THE EDIBLE SCHOOLYARD PROJECT

1517 SHATTUCK AVENUE
BERKELEY,CA94709 		NONE   GENERAL SUPPORT 10,000

DURHAM LIBRARY FOUNDATION

PO BOX 25246
DURHAM,NC27702 		NONE   GENERAL SUPPORT 5,000

RHINEBECK FIRE DEPT

76 E MARKET STREET
RHINEBECK,NY12572 		NONE   GENERAL SUPPORT 5,000

KEEP DURHAM BEAUTIFUL INC

2011 FAY STREET
DURHAM,NC27704 		NONE   GENERAL SUPPORT 1,000

CHORAL SOCIETY OF DURHAM

PO BOX 72182
DURHAM,NC27722 		NONE   GENERAL SUPPORT 26,000

HARVARD UNIVERSITY

PO BOX 419209
BOSTON,MA022419209 		NONE   GENERAL SUPPORT 1,000

MOUNT DESERT ISLAND HOSPITAL

10 WAYMAN LANE PO BOX 8
BAR HARBOR,ME04609 		NONE   GENERAL SUPPORT 20,000

DANA FARBER CANCER INSTITUTE

PO BOX 849168
BOSTON,MA022849168 		NONE   GENERAL SUPPORT 2,000

CENTER FOR CONSTITUTIONAL RIGHTS INC

666 BROADWAY
NEW YORK,NY10012 		NONE   GENERAL SUPPORT 3,000

NEWTON NORTH HIGH SCHOOL

457 WALNUT STREET
NEWTONVILLE,MA02460 		NONE   GENERAL SUPPORT 2,000

ROSATI LEADERSHIP ACADEMY

PO BOX 7150
LEWISTON,ME042437150 		NONE   GENERAL SUPPORT 106,000

RONALD MCDONALD HOUSE OF DURHAM

506 ALEXANDER AVENUE
DURHAM,NC27705 		NONE   GENERAL SUPPORT 25,000

ST MARK'S SCHOOL OF SOUTHBOROUGH

25 MARLBORO ROAD
SOUTHBOROUGH,MA01772 		NONE   GENERAL SUPPORT 1,000

COMMUNITY SERVINGS INC

179 AMORY STREET
JAMAICA PLAIN,MA02130 		NONE   GENERAL SUPPORT 1,000

MAINE COAST HERITAGE TRUST

1 BOWDOIN MILL ISLAND SUITE 201
TOPSHAM,ME04086 		NONE   GENERAL SUPPORT 5,000

MILAN VOLUNTEER FIRE DEPARTMENT INC

900 ROUTE 199
MILAN,NY12571 		NONE   GENERAL SUPPORT 10,000

EMILY KRZYZEWSKI FAMILY LIFE
CENTER INC
904 W CHAPEL HILL STREET
DURHAM,NC27701 		NONE   GENERAL SUPPORT 10,000

NORTHEAST HARBOR LIBRARY

PO BOX 279
NORTHEAST HARBOR,ME04662 		NONE   GENERAL SUPPORT 1,000

ISLAND INSTITUTE

PO BOX 648
ROCKLAND,ME04841 		NONE   GENERAL SUPPORT 5,000

FUTURE ROOTS INC
DUBLAB
1035 W 24TH STREET
LOS ANGELES,CA90007 		NONE   GENERAL SUPPORT 66,000

THE HISTORIC PRESERVATION
SOCIETY OF DURHAM INC
PO BOX 25411
DURHAM,NC277025411 		NONE   GENERAL SUPPORT 15,000

BERRY CENTER INC

PO BOX 582
NEW CASTLE,KY40050 		NONE   GENERAL SUPPORT 5,000

CITY AND COUNTRY SCHOOL INC

146 WEST 13TH STREET
NEW YORK,NY10011 		NONE   GENERAL SUPPORT 110,000

HIGH MOUNTAIN INSTITUTE
DEVELOPMENT OFFICE
531 COUNTY ROAD 5A
LEADVILLE,CO80461 		NONE   GENERAL SUPPORT 6,000

MILTON ACADEMY OFFICE OF DEVELOPMENT
AND ALUMNI RELATIONS
170 CENTRE STREET
MILTON,MA02186 		NONE   GENERAL SUPPORT 1,000

CENTENARY UNIVERSITY

400 JEFFERSON STREET
HACKETTSTOWN,NJ07840 		NONE   GENERAL SUPPORT 1,000

ST MARY'S & ST JUDE'S

PO BOX 105
NORTHEAST HARBOR,ME04662 		NONE   GENERAL SUPPORT 7,500

CINEMA CONSERVANCY INC

35 MT MORRIS PARK WEST 5D
NEW YORK,NY10027 		NONE   GENERAL SUPPORT 100,000

COASTAL MAINE BOTANICAL
GARDENS INC
132 BOTANICAL GARDENS DRIVE
BOOTHBAY,ME04537 		NONE   GENERAL SUPPORT 5,000

DUKE UNIVERSITY

225 ALLEN BUILDING BOX 90032
DURHAM,NC27708 		NONE   GENERAL SUPPORT 73,500

GASPARD & DANCERS INC

106 PATHWOOD LANE
DURHAM,NC277056070 		NONE   GENERAL SUPPORT 10,000

ISLAND READERS AND WRITERS AN
INITIATIVE FOR MAINE CHILDREN
PO BOX 227
MOUNT DESERT,ME04660 		NONE   GENERAL SUPPORT 2,000
Total ................................. 3a 1,364,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 884,027  
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 28,394  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER REVENUE 		    16 42,150  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   954,571  
13Total. Add line 12, columns (b), (d), and (e)..................
13
954,571
(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.)
Form 990-PF (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
DEVONWOOD FOUNDATION 009606-007
EIN:
51-6024607
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 750     750

TY 2025 InvestmentsCorpStockSchedule
Name:
DEVONWOOD FOUNDATION 009606-007
EIN:
51-6024607
Name of Stock End of Year Book Value End of Year Fair Market Value
00206R102 AT&T INC 497,790 452,088
00287Y109 ABBVIE INC 552,639 4,181,367
02079K305 ALPHABET INC CL A 268,875 657,300
110122108 BRISTOL-MYERS SQUIBB 756,102 1,833,960
126650100 CVS HEALTH CORPORATI 352,500 515,840
130788102 CALIFORNIA WATER SER 247,250 177,653
17275R102 CISCO SYSTEMS INC 197,547 385,150
209115104 CONSOLIDATED EDISON 217,483 496,600
219350105 CORNING INC 334,153 1,041,964
253868103 DIGITAL REALTY TRUST 354,330 464,130
260557103 DOW INC 79,022 59,946
26614N102 DUPONT DE NEMOURS IN 23,317 48,923
29670G102 ESSENTIAL UTILITIES 250,104 207,144
30034W106 EVERGY INC 1,007,850 2,403,913
37733W204 GSK PLC SPONS ADR 480,597 604,173
438516106 HONEYWELL INTL INC C 531,572 526,743
458140100 INTEL CORP COM 350,960 276,750
459200101 IBM CORPORATION 423,609 829,388
459506101 INTL FLAVORS & FRAGR 63,860 65,166
46284V101 IRON MOUNTAIN INC RE 183,034 414,750
46625H100 JPMORGAN CHASE & CO 283,586 869,994
478160104 JOHNSON & JOHNSON 500,235 1,779,770
651229106 NEWELL BRANDS, INC. 281,399 45,756
653656108 NICE LTD - SPONSORED 124,243 53,129
670346105 NUCOR CORP COMMON 126,603 570,885
679295105 OKTA INC CL A 91,586 34,156
693483109 POSCO HOLDINGS INC S 264,299 255,408
695156109 PACKAGING CORP OF AM 461,633 3,712,140
697435105 PALO ALTO NETWORKS 124,108 276,300
697900108 PAN AMERICAN SILVER 126,806 272,003
70450Y103 PAYPAL HOLDINGS INC 139,892 42,617
737630103 POTLATCHDELTIC CORPO 178,364 210,635
773903109 ROCKWELL AUTOMATION 268,547 342,382
84265V105 SOUTHERN COPPER CORP 347,730 1,717,049
852234103 BLOCK INC CL A 139,957 58,581
874060205 TAKEDA PHARMACEUTICA 256,564 274,384
92276F100 VENTAS INC COM 290,012 386,900
92343V104 VERIZON COMMUNICATIO 763,036 651,680
934423104 WARNER BROS DISCOVER 155,895 126,866
962166104 WEYERHAEUSER CO COM 88,960 151,616
962879102 WHEATON PRECIOUS MET 125,975 387,816
G16258108 BROOKFIELD RENEWABLE 240,166 408,596
36266G107 GE HEALTHCARE TECHNO 55,019 44,373
067901108 BARRICK GOLD CORP    
037833100 APPLE INC 100,058 1,903,020
46641Q332 JPMORGAN EQUITY PREM 732,761 744,120
09290D101 BLACKROCK INC 352,553 909,789
11285B108 BROOKFIELD RENEWABLE 70,523 145,194
83444M101 SOLVENTUM CORP 74,997 57,449
83443Q103 SOLSTICE ADVANCED MA 33,281 32,792
06849F108 BARRICK MINING CORP 125,959 296,140
74743L100 QNITY ELECTRONICS IN 33,385 49,643

TY 2025 OtherDecreasesSchedule
Name:
DEVONWOOD FOUNDATION 009606-007
EIN:
51-6024607
Description Amount
2025 TRANSACTION POSTED IN 2026 12,971
COST BASIS ADJ 625


TY 2025 OtherExpensesSchedule
Name:
DEVONWOOD FOUNDATION 009606-007
EIN:
51-6024607
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 1,434 1,434   0
PARTNERSHIP EXPENSES 2,391 2,391   0


TY 2025 OtherIncomeSchedule2
Name:
DEVONWOOD FOUNDATION 009606-007
EIN:
51-6024607
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 25,528 25,528  
OTHER INCOME 16,622 16,622  


TY 2025 OtherIncreasesSchedule
Name:
DEVONWOOD FOUNDATION 009606-007
EIN:
51-6024607
Description Amount
ADJUSTMENT TO INCOME 6,720
2024 TRANSACTION POSTED IN 2025 8,836
RECOVERY OF PY GRANTS 14,000


TY 2025 TaxesSchedule
Name:
DEVONWOOD FOUNDATION 009606-007
EIN:
51-6024607
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,913 2,913   0
FEDERAL TAX PAYMENT - PRIOR YE 700 0   0
ESTIMATED TAX PAYMENTS 12,446 0   0