2024-11-13T17:53:54-06:00 2023-12-31 PwC US Tax LLP 185 Asylum Street Suite 2400 Hartford CT 061033404 990PF 2023-01-01 611816364 The Irene E and George A Davis Foundation % ANDREW M DAVIS IREN 4137348336 One Monarch Place Suite 1300 Springfield MA 01144 STEPHEN A DAVIS DIRECTOR 8602417000 2024-11-15 true true SARAH A TREESE P01234548 8602417000 2023 2024-10-15 13:58:12Z X 185629055 X 23533085 1461029 2011498 1950902 7881257 2304666 1159769 26945016 5475933 0 383504 383504 70438 70438 12419 6210 0 6210 34000 17000 0 17000 809377 614878 194500 27974 37748 24599 0 24281 24281 116420 373749 69532 1478413 1049585 0 790064 8185642 8185642 9664055 1049585 0 8975706 17280961 4426348 5609077 9088624 9628299 24684995 36593872 60070056 0 26031 13016 13015 13015 47232792 49125329 115930700 77539879 94820840 185629055 0 0 X 77539879 94820840 77539879 94820840 77539879 94820840 77539879 17280961 94820840 94820840 SEE ATTACHMENT 24 2304666 2304666 61526 61526 61526 257744 0 257744 196218 196218 false false false false false true true false true true MA SD true false false false false true www.davisfdn.org ANDREW M DAVIS 4137348336 ONE MONARCH PLACE SPRINGFIELD MA 01144 false false false true false false false false false false false false false false false false true false false true false false false false STEPHEN A DAVIS 330 S OCEAN BLVD APT 4F PALM BEACH FL 33480 DIRECTOR 0 0 0 0 JANE E DAVIS-KUSEK PO BOX 263 TETON VILLAGE WY 83025 VP/SEC/DIR 0 0 0 0 LAUREL D FERRETTI ONE MONARCH PLACE SUITE 1300 SPRINGFIELD MA 01144 PRES/DIR 0 0 0 0 ANDREW M DAVIS ONE MONARCH PLACE SUITE 1300 SPRINGFIELD MA 01144 TREAS/DIR 0 0 0 0 MEREDITH KENT ONE MONARCH PLACE SPRINGFIELD MA 01144 GRANTS MANAGER 40.0 90050 31279 0 PAUL BELSITO ONE MONARCH PLACE SPRINGFIELD MA 01144 EXEC DIR 40.0 233474 24675 0 SHEILA GOULD ONE MONARCH PLACE SPRINGFIELD MA 01144 DIRECTOR 40.0 46032 11933 0 GINA PIOGGIA ONE MONARCH PLACE SPRINGFIELD MA 01144 EXEC ADMINISTRATOR 40.0 13949 8405 0 2 SCHWERIN BOYLE CAPITAL MANAGEMENT ONE MONARCH PLACE SPRINGFIELD MA 01144 INVESTMENT ADVISORY 248035 NASHTON SEARCH 10 BURTON HILLS BLVD SUITE 400 NASHVILLE TN 37215 INVESTMENT ADVISORY 200000 EAGLE CAPITAL MANAGEMENT LLC 499 PARK AVENUE 17TH FLOOR NEW YORK NY 10022 INVESTMENT ADVISORY 133932 SHARP LEHMAN CONSULTING LLC 6 SHERMAN STREET LEXINGTON MA 02420 CHARITAB. CONSULTING 85951 NONE NONE 163597280 16541445 0 180138725 0 180138725 2702081 177436644 8871832 8871832 61526 61526 8810306 8810306 8810306 8975706 0 0 0 0 8975706 8810306 0 2021 2020 2019 0 279248 279248 8975706 0 8810306 165400 444648 0 0 0 0 444648 279248 165400 MARY E DAVIS N APPLY ON-LINE WWWDAVISFDNORG Springfield MA 01144 4137348336 SEE ATTACHED GUIDELINES: "GENERAL OPERATING GRANTS" SEE ATTACHED GUIDELINES: "GENERAL OPERATING GRANTS" SEE ATTACHED GUIDELINES: "GENERAL OPERATING GRANTS" SEE ATTACHED GRANT APP GUIDELINES Springfield MA 01144 4137348336 SEE ATTACHED: "GRANT APP GUIDELINES" SEE ATTACHED: "GRANT APP GUIDELINES" SEE ATTACHED: "GRANT APP GUIDELINES" SEE ATTACHED LIST OF GRANTS PAID One Monarch Place Suite 1300 Springfield MA 01144 N/A SEE ATTACHED SCHEDULE OF GRANTS PAID 8185642 8185642 14 1461029 18 1950902 OTHER 0 3411931 3411931 false false false false false false false false false false X X 1 MARY E DAVIS CHARITABLE LEAD UNITRU ONE MONARCH PLACE SPRINGFIELD MA 01144 533085 X 2 ESTATE OF ROBERT S DAVIS - BEQUEST ONE MONARCH PLACE SPRINGFIELD MA 01144 23000000 X PRICEWATERHOUSECOOPERS 34000 17000 17000 FURNITURE 2012 2012-08-28 26031 13016 SL 7 FIDELITY 5766 OPERATING FIDELITY 5766 OPERATING 10000388 10171361 FIDELITY 5774 BOYLE 11503451 28330882 FIDELITY 1649 EAGLE 11359534 19364592 FIDELITY 9356 SHAWSPRING 3730499 2203221 FIDELITY 9356 FOREIGN CURRENCY 0 0 FURNITURE 2012 26031 13016 13015 PRIVATE EQUITY AT COST 49125329 115930700 BARNES & THORNBURG 12419 6210 6210 DUES & SUBSCRIPTIONS 2025 2025 PAYROLL FEES 12115 12115 INSURANCE 791 396 396 OFFICE EXPENSES 92986 46493 46493 MA FILING FEE 1000 1000 OTHER FILING FEE 135 135 PARTNERSHIPS [ATCH 25] 326860 OTHER EXPENSES - BENEFITS FEES 7368 7368 PARTNERSHIPS [ATCH 25] 169335 OFFSHORE FDS [ATCH 26] 990434 INVESTMENT ADVISORY FEES 0 0 S. BOYLE 248035 248035 NASHTON SEARCH 200000 200000 EAGLE 133933 133933 SHAWSPRING 24204 24204 OTHER 124 124 CHARITABLE CONSULTANTS 0 0 CRAFTSMAN TECHNOLOGY GROUP,LLC 39000 39000 JACQ BENNETT CONSULTING LLC. 17700 17700 NONIE K. LESAUX 6431 6431 SHARP LEHMAN CONSULTING, LLC 85951 85951 PAUL ROBBINS ASSOCIATES, INC. 36834 36835 ACCOUNTING ARCHWAY 15840 7920 7920 DENISE SOBINSKI INTERIORS 1325 662 663 PAYROLL TAXES 24599 24599 EXCISE TAX STATE TAX FOREIGN TAX FIDELITY INVESTMENT ACCOUNTS PARTNERSHIPS [ATCH 25] 3375 37748