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Devon Rotary Foundation Tr Fund

  • Milford, CT
  • Tax-exempt since May 1989
  • EIN: 22-2959085

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$30.7k (2024)

Expenses
$39.2k (2024)

Total Assets
$231k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,737
Expenses
$39,230
Net Income
-$8,493
Net Assets
$230,700
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $23,050
75.0%
Interest Revenue $302
1.0%
Dividends $4,266
13.9%
Sales of Assets $3,119
10.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,208
99.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $230,700
Total Liabilities $0
Net Assets $230,700
Compensation
Key Employees and Officers Compensation Other
Paul Lewis Otzel (Secretary/Tr) $0 $0
James Secondi (Director) $0 $0
David Slossberg (Director) $0 $0
Michael Zanarini (Director) $0 $0
Jeff Soloman (Director) $0 $0
Scott Moulton (Director) $0 $0
Jason Jenkins (Director) $0 $0
Paula Kranyak (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 31, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,929
Expenses
$64,050
Net Income
-$36,121
Net Assets
$212,064
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $14,446
51.7%
Interest Revenue $1,345
4.8%
Dividends $226
0.8%
Sales of Assets $11,912
42.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,958
99.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $212,064
Total Liabilities $0
Net Assets $212,064
Compensation
Key Employees and Officers Compensation Other
Paul Lewis Otzel (Secretary/Tr) $0 $0
James Secondi (Director) $0 $0
David Slossberg (Director) $0 $0
Michael Zanarini (Director) $0 $0
Jeff Soloman (Director) $0 $0
Scott Moulton (Director) $0 $0
Jason Jenkins (Director) $0 $0
Paula Kranyak (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 25, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$60,170
Expenses
$47,384
Net Income
$12,786
Net Assets
$248,163
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $53,753
89.3%
Interest Revenue $2,666
4.4%
Dividends $3,755
6.2%
Sales of Assets -$4
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,242
99.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $248,163
Total Liabilities $0
Net Assets $248,163
Compensation
Key Employees and Officers Compensation Other
Paul Lewis Otzel (Secretary/Tr) $0 $0
James Secondi (Director) $0 $0
David Slossberg (Director) $0 $0
Michael Zanarini (Director) $0 $0
Jeff Soloman (Director) $0 $0
Scott Moulton (Director) $0 $0
Jason Jenkins (Director) $0 $0
Paula Kranyak (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,416
Expenses
$23,842
Net Income
$11,574
Net Assets
$247,927
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $29,878
84.4%
Interest Revenue $1,139
3.2%
Dividends $3,059
8.6%
Sales of Assets $0
Other Income $1,340
3.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,479
98.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $247,928
Total Liabilities $1
Net Assets $247,927
Compensation
Key Employees and Officers Compensation Other
Paul Lewis Otzel (Secretary/Tr) $0 $0
Raymond A Macaluso (Director) $0 $0
James Secondi (Director) $0 $0
David Slossberg (Director) $0 $0
Michael Zanarini (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 24, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,056
Expenses
$45,600
Net Income
$10,456
Net Assets
$206,293
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $36,107
64.4%
Interest Revenue $1,619
2.9%
Dividends $4,358
7.8%
Sales of Assets $4,710
8.4%
Other Income $9,262
16.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,555
99.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $206,294
Total Liabilities $1
Net Assets $206,293
Compensation
Key Employees and Officers Compensation Other
Paul Lewis Otzel (Secretary/Tr) $0 $0
Raymond A Macaluso (Director) $0 $0
James Secondi (Director) $0 $0
David Slossberg (Director) $0 $0
Michael Zanarini (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 28, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$51,397
Expenses
$48,892
Net Income
$2,505
Net Assets
$209,697
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $32,883
64.0%
Interest Revenue $1,075
2.1%
Dividends $4,125
8.0%
Sales of Assets $1,611
3.1%
Other Income $11,703
22.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,561
97.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $209,697
Total Liabilities $0
Net Assets $209,697
Compensation
Key Employees and Officers Compensation Other
Paul Lewis Otzel (Secretary/Tr) $0 $0
Raymond A Macaluso (Director) $0 $0
James Secondi (Director) $0 $0
David Slossberg (Director) $0 $0
Michael Zanarini (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Dec. 18, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$74,627
Expenses
$89,297
Net Income
-$14,670
Net Assets
$189,988
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $36,591
49.0%
Interest Revenue $319
0.4%
Dividends $3,290
4.4%
Sales of Assets $5,999
8.0%
Other Income $28,428
38.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $89,025
99.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $189,988
Total Liabilities $0
Net Assets $189,988
Compensation
Key Employees and Officers Compensation Other
Paul Lewis Otzel (Secretary/Tr) $0 $0
Raymond A Macaluso (Director) $0 $0
James Secondi (Director) $0 $0
David Slossberg (Director) $0 $0
Michael Zanarini (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,185
Expenses
$48,543
Net Income
-$2,358
Net Assets
$212,037
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $30,511
66.1%
Interest Revenue $17
0.0%
Dividends $4,950
10.7%
Sales of Assets $164
0.4%
Other Income $10,543
22.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,066
97.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $212,037
Total Liabilities $0
Net Assets $212,037
Compensation
Key Employees and Officers Compensation Other
Paul Lewis Otzel (Secretary/Tr) $0 $0
Raymond A Macaluso (Director) $0 $0
James Secondi (Director) $0 $0
David Slossberg (Director) $0 $0
Michael Zanarini (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on March 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$70,109
Expenses
$52,527
Net Income
$17,582
Net Assets
$189,506
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $33,028
47.1%
Interest Revenue $106
0.2%
Dividends $4,747
6.8%
Sales of Assets $0
Other Income $32,228
46.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,050
99.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $189,506
Total Liabilities $0
Net Assets $189,506
Compensation
Key Employees and Officers Compensation Other
Paul Lewis Otzel (Secretary/Tr) $0 $0
Raymond A Macaluso (Director) $0 $0
James Secondi (Director) $0 $0
David Slossberg (Director) $0 $0
Michael Zanarini (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$50,043
Expenses
$28,649
Net Income
$21,394
Net Assets
$183,989
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $20,483
40.9%
Interest Revenue $58
0.1%
Dividends $5,156
10.3%
Sales of Assets $5,453
10.9%
Other Income $18,893
37.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,080
98.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $183,989
Total Liabilities $0
Net Assets $183,989
Compensation
Key Employees and Officers Compensation Other
Paul Lewis Otzel (Secretary/Tr) $0 $0
Raymond A Macaluso (Director) $0 $0
James Secondi (Director) $0 $0
David Slossberg (Director) $0 $0
Michael Zanarini (Director) $0 $0
Samuel Alagno (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,972
Expenses
$87,855
Net Income
-$31,883
Net Assets
$174,744
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41,840
74.8%
Interest Revenue $0
Dividends $4,785
8.5%
Sales of Assets $6,743
12.0%
Other Income $2,604
4.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $87,309
99.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $174,744
Total Liabilities $0
Net Assets $174,744
Compensation
Key Employees and Officers Compensation Other
Paul Lewis Otzel (Secretary/Treas) $0 $0
Raymond A Macaluso (Director) $0 $0
Paul W Austin (Director) $0 $0
James Secondi (Director) $0 $0
David Slossberg (Director) $0 $0
Michael Zanarini (Director) $0 $0
Samuel Alagno (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 17, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$43,797
Expenses
$22,371
Net Income
$21,426
Net Assets
$185,230
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $13,580
31.0%
Interest Revenue $0
Dividends $3,832
8.7%
Sales of Assets $0
Other Income $26,523
60.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,921
98.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $185,230
Total Liabilities $0
Net Assets $185,230

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$45,019
Expenses
$28,425
Net Income
$16,594
Net Assets
$150,711
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $14,790
32.9%
Interest Revenue $0
Dividends $3,136
7.0%
Sales of Assets $97
0.2%
Other Income $26,996
60.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,010
98.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $150,711
Total Liabilities $0
Net Assets $150,711

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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