2023-11-13T16:04:39-06:00 2022-12-31 PwC US Tax LLP 185 Asylum Street Suite 2400 Hartford CT 061033404 990PF 2022-01-01 611816364 The Irene E and George A Davis Foundation % ANDREW M DAVIS IREN 4137348336 One Monarch Place Suite 1300 Springfield MA 01144 JOHN H DAVIS DIRECTOR 8602417000 2023-11-05 true JOHN H DAVIS XXX-XX-XXXX Sarah A Treese P01234548 8602417000 2 2022 2023-04-26 12:10:37Z X 151070000 X 9577764 599953 1248755 461946 5047226 1104137 47500 469020 10687163 2821912 0 329180 329180 59363 59363 41094 20547 0 20547 32000 16000 0 16000 720473 570237 150236 121222 33009 20504 0 16901 16901 94900 464078 53395 1415133 1103871 0 666126 6940400 6940400 8355533 1103871 0 7606526 2331630 1718041 14232120 5609077 7062659 20638285 24684995 38530104 0 26031 13016 13015 13015 40324829 47232792 105477237 75208249 77539879 151070000 0 0 X 75208249 77539879 75208249 77539879 75208249 77539879 75208249 2331630 77539879 77539879 SEE ATTACHMENT 23 P 1104137 1104137 23881 23881 23881 281625 0 281625 257744 257744 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 JOHN H DAVIS ONE MONARCH PLACE SUITE 1300 SPRINGFIELD MA 01144 DIRECTOR 0 0 0 0 STEPHEN A DAVIS ONE MONARCH PLACE SUITE 1300 SPRINGFIELD MA 01144 VP/TREAS/DIR 0 0 0 0 JANE E DAVIS-KUSEK ONE MONARCH PLACE SUITE 1300 SPRINGFIELD MA 01144 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 DIRECTOR 0 0 0 0 MEREDITH KENT ONE MONARCH PLACE SPRINGFIELD MA 01144 GRANTS MANAGER 40.0 51300 17469 0 MAGNUS MONROE ONE MONARCH PLACE SPRINGFIELD MA 01144 GRANTS MANAGER 40.0 61000 9388 0 PAUL BELSITO ONE MONARCH PLACE SPRINGFIELD MA 01144 EXEC DIR 40.0 216880 32506 0 3 SCHWERIN BOYLE CAPITAL MANAGEMENT ONE MONARCH PLACE SPRINGFIELD MA 01144 INVESTMENT ADVISORY 238897 NASHTON SEARCH 10 BURTON HILLS BLVD SUITE 400 NASHVILLE TN 37215 INVESTMENT ADVISORY 175000 EAGLE CAPITAL MANAGEMENT LLC 499 PARK AVENUE 17TH FLOOR NEW YORK NY 10022 INVESTMENT ADVISORY 127902 SHARP LEHMAN CONSULTING LLC 6 SHERMAN STREET LEXINGTON MA 02420 CHARITAB. CONSULTING 64290 3 NONE NONE 148040134 8364433 0 156404567 0 156404567 2346069 154058498 7702925 7702925 23881 23881 7679044 7679044 7679044 7606526 0 0 0 0 7606526 7679044 0 2020 2019 2018 0 351766 351766 7606526 0 7606526 0 72518 72518 279248 0 0 0 0 279248 279248 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 6940400 6940400 14 599953 18 461946 OTHER 47500 1109399 1109399 11b OTHER 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 577764 X 2 ESTATE OF ROBERT S DAVIS - BEQUEST ONE MONARCH PLACE SPRINGFIELD MA 01144 9000000 X PRICEWATERHOUSECOOPERS 32000 16000 16000 FURNITURE 2012 2012-08-28 26031 13016 SL 7 FIDELITY 5766 OPERATING FIDELITY 5766 OPERATING FIDELITY 5774 BOYLE 9146134 21963002 FIDELITY 1649 EAGLE 11056683 14299836 FIDELITY 9356 SHAWSPRING 4480728 2265818 FIDELITY 9356 FOREIGN CURRENCY 1450 1448 FURNITURE 2012 26031 13016 13015 PRIVATE EQUITY AT COST 47232792 105477237 BARNES & THORNBURG 31411 15705 15706 DOHERTY, WALLACE, PILLSBURY PC 9683 4842 4841 DUES & SUBSCRIPTIONS 1350 1350 PAYROLL FEES 5069 5069 INSURANCE 616 308 308 OFFICE EXPENSES 82394 41197 41197 MA FILING FEE 500 500 PARTNERSHIPS [ATCH 24] 422573 OTHER EXPENSES - BENEFITS FEES 4971 4971 PARTNERSHIPS [ATCH 24] 62009 OFFSHORE FDS [ATCH 25] 407011 STATE TAXES 47500 INVESTMENT ADVISORY FEES S. BOYLE 238897 238897 NASHTON SEARCH 175000 175000 EAGLE 127902 127902 SHAWSPRING 18734 18734 OTHER 464 464 CHARITABLE CONSULTANTS CRAFTSMAN TECHNOLOGY GROUP,LLC 48148 48148 ELLEN WILLIAMS 13380 13380 PAUL ROBBINS ASSOCIATES, INC. 15178 15178 SHARP LEHMAN CONSULTING, LLC 64290 64290 ACCOUNTING ARCHWAY 18480 9240 9240 PAYROLL TAXES 20504 20504 EXCISE TAX 100000 STATE TAX FOREIGN TAX FIDELITY INVESTMENT ACCOUNTS PARTNERSHIPS [ATCH 24] 718 33009