2024-07-17T19:16:24-04:00 2023-12-31 DAVID M BERRY LLC 5315 SPLIT RAIL Dayton OH 45429 990PF 2023-01-01 347207640 ROBERT & MARY DAVIS FOUNDATION ROBE 6234 LOCUST HILL ROAD DAYTON OH 45459 ROBERT J DAVIS TRUSTEE 9372546197 2024-05-07 true ROBERT DAVIS XXX-XX-XXXX true DAVID M BERRY P00281362 9376099753 2024-07-17 X 2 11 AAL2 IAL1 2023 2023-04-26 12:10:37Z X 5206854 X 2545551 55376 453741 1040751 453741 65 3054668 453741 65 975 975 870 870 150 150 1995 0 1995 1147460 1147460 1149455 0 1149455 1905213 453741 65 190725 994157 994157 100000 100000 100000 1000 1000 1000 536 700 700 1184599 1797852 4100472 7457 7457 10525 1384317 2901166 5206854 0 0 X 1384317 2901166 1384317 2901166 1384317 2901166 1384317 1905213 1000000 4289530 1388364 2901166 34850841 SHARES MERCK & CO INC D 2013-02-01 2023-12-06 370287 189916 180371 941955 SHARES MERCK & CO INC D 2023-01-10 2023-12-06 10008 10277 -269 22697512 SHARES ABBOTT LABS D 2012-11-08 2023-12-13 240582 76584 163998 328201 SHARES ABBOTT LABS D 2023-02-16 2023-12-13 3488 3541 -53 16898 SHARES GOLDMAN SACHS GROUP P 2022-12-30 2023-12-13 5947 5560 387 5362272 SHARES GOLDMAN SACHS GROUP P 2022-01-07 2023-12-13 188729 211011 -22282 1500 SHARES PROCTER & GAMBLE D 2010-08-04 2023-12-13 221710 90121 131589 453741 65 6307 0 6307 0 6307 700 700 5607 false false false false false false false true true OH true false true false false true ROBERT J DAVIS 9372546197 6234 LOCUST HILL ROAD DAYTON OH 45459 false false false false false false false false false false false false false false false false false false false false ROBERT J DAVIS 6234 LOCUST HILL ROAD DAYTON OH 45459 TRUSTEE 2.00 0 0 0 MARY W DAVIS TRUSTEE 6234 LOCUST HILL ROAD Dayton OH 45459 TRSUTEE 1.00 0 0 0 LISA D DAVIS TRUSTEE 6919 ST LAURENT CIRCLE Dayton OH 45459 TRUSTEE 1.00 0 0 0 NONE 0 NONE 2881421 102150 0 2983571 0 2983571 44754 2938817 146941 146941 6307 6307 140634 140634 140634 1149455 1149455 140634 15354 15250 30604 1149455 140634 1008821 1039425 0 1039425 15354 15250 1008821 ROBERT J DAVIS NONE ROBERT J DAVIS 6234 LOCUST HILL ROAD DAYTON OH 45429 9372546197 NO FORM REQUIRED; CONTRIBUTIONS BASED ON MERIT OF THE ORGANIZATION NONE NONE FAIRMONT PRESBYTERIAN CHURCH 3705 FAR HILLS AVENUE Dayton OH 45429 NONE PC TO HELP FURTHER ITS CHARITABLE MISSION 5000 DAYTON MASONIC FOUNDATION 525 RIVERVIEW AVE DAYTON OH 45405 NONE POF TO HELP FURTHER ITS CHARITABLE MISSION 1000000 HOUSE OF BREAD 9 ORTH AVENUE Dayton OH 45402 NONE PC TO HELP FURTHER ITS CHARITABLE MISSION 5000 DAYTON CHILDRENS HOSPITAL 1 CHILDRENS PLAZA Dayton OH 45404 NONE PC RESPIRATORY EQUIPMENT 137460 1147460 0 55376 453741 509117 509117 04 INVESTMENT INCOME PROVIDES SOURCE OF REVENUE FOR GRANTS false false false false false false false false false false X X 1 ROBERT J DAVIS 6234 LOCUST HILL ROAD DAYTON OH 45459 2545551 X 1 PUBLICLY TRADED SECURITIES 2545551 2023-11-02 TAX RETURN PREPARATION 975 0 0 975 Form 990PF-General Explanation Attachment 1 PART III LINE 5:EXCESS OF FAIR MARKET VALUE OVER BOOK VALUE OF PUBLICLY TRADED SECURITIES CONTRIBUTED IN 2023 $1,388,364 CORPORATE BONDS 7457 10525 PUBLICLY TRADED SECURITIES 1797852 4100472 SEE STATEMENT NO 127 1388364 PURCHASE CHECKS 150 0 0 150 OUTSTANDING GRANT CHECK 2023 1000000 0 ROBERT J DAVIS 1000 1000 2022-09 0 INADVERTANT DONATION TO COMMON ROBERT J DAVIS 6234 LOCUST HILL ROAD DAYTON OH 45459 FEDERAL INCOME TAX FROM 2022 670 0 0 670 OHIO FILING FEE 200 0 0 200