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Nonprofiteer
← HELENA DEVEREUX FOUNDATION

Form 990 for tax year 2023

Filed by HELENA DEVEREUX FOUNDATION.

Totals

Total revenue
$14,643,252
Total expenses
$4,162,698
Contributions and grants received
$0
Grants paid
$4,068,570
Program service revenue
$0
Investment income
$14,643,252
Other revenue
$0
Total assets, end of year
$196,066,000
Total liabilities, end of year
$9,387,000
Net assets or fund balances, end of year
$186,679,000
Program services expenses (Part IX)
$4,068,570
Management and general expenses
$94,128
Fundraising expenses
$0
Program service expenses (Part III)
$4,068,570

Program services were 97.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Carl E Clark

    President and CEO, Trustee

    Total calculated
    $841,700
    From this org
    $0
    From related orgs
    $750,307
    Other
    $91,393
    Hours/week
    5 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $551,500 related
    Bonus
    $0 + $175,000 related
    Other
    $0 + $23,807 related
    Deferred
    $0 + $81,492 related
    Nontaxable benefits
    $0 + $9,901 related
    Filer's total
    $0 + $841,700 related

  • Robert C Dunne

    Treasurer

    Total calculated
    $742,366
    From this org
    $0
    From related orgs
    $709,365
    Other
    $33,001
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $350,200 related
    Bonus
    $0 + $54,500 related
    Other
    $0 + $304,665 related
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $9,901 related
    Filer's total
    $0 + $742,366 related

  • John Kane

    Secretary

    Total calculated
    $433,482
    From this org
    $0
    From related orgs
    $421,936
    Other
    $11,546
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $357,300 related
    Bonus
    $0 + $63,400 related
    Other
    $0 + $1,236 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $1,646 related
    Filer's total
    $0 + $433,482 related

  • David A Griffith

    Controller

    Total calculated
    $209,889
    From this org
    $0
    From related orgs
    $195,885
    Other
    $14,004
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $182,243 related
    Bonus
    $0 + $13,000 related
    Other
    $0 + $642 related
    Deferred
    $0 + $12,841 related
    Nontaxable benefits
    $0 + $1,163 related
    Filer's total
    $0 + $209,889 related

  • Elva Ferrari-Graham

    Chair, Trustee

    Total calculated
    $0
    Hours/week
    5

  • John Creamer

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth Hirsch

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Stuart George

    Trustee

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J Part II
All compensation is paid by The Devereux Foundation (Devereux); no compensation is paid by HDF. This schedule repeats compensation information already reported in Schedule J of Devereux's Form 990 for FY 2024.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
16 April 2025
IRS schema version
2023v6.0
Source object
202521069349300232

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