ROBERT & MARY DAVIS FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT & MARY DAVIS FOUNDATION (EIN 34-7207640)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-24
- IRS object ID
- 201801219349101515
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-24T13:31:19-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770615512 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID M BERRY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5315 SPLIT RAIL | AddressLine1Txt |
| City | Dayton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45429 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 347207640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT & MARY DAVIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6234 LOCUST HILL ROAD | AddressLine1Txt |
| City | Dayton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45459 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J DAVIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9372546197 | PhoneNum |
| Signature | 2018-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M BERRY | PreparerPersonNm |
| PTIN | P00281362 | PTIN |
| Phone | 9376099753 | PhoneNum |
| Preparation | 2018-04-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,001,625 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $201,350 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $18,960 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,960 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,958 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $172,141 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $525 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $218,352 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,960 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $525 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,350 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $11 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $428 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,789 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,789 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $167,563 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,960 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $525 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $219,748 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,788 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,788 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $468,932 | CorporateStockBOYAmt |
| Corporate Stock EOY | $805,127 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $956,837 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $688,680 | TotalAssetsBOYAmt |
| Total Assets EOY | $849,915 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,001,625 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $688,680 | RetainedEarningBOYAmt |
| Retained Earning EOY | $849,915 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $688,680 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $849,915 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $688,680 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $849,915 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $688,680 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $167,563 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $856,245 | SubtotalAmt |
| Other Decreases | $6,330 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $849,915 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1300 SHS US BANCORP | P | 2016-12-29 | 2017-08-31 | $67,357 | $66,832 | $525 | $525 |
| 2000 SHS METLIFE | P | 2014-04-02 | 2017-04-12 | $104,784 | $107,267 | -$2,483 | -$2,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,958 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $525 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $614,912 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059358 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $694,689 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059019 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $28,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $705,783 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039672 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $602,233 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041512 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $453,646 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084868 | DistributionYr5Rt |
| Total Distribution | 0.28443 | TotalDistributionRt |
| Average Distribution | 0.056886 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $862,390 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,058 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $190 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,248 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $379 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $379 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $379 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $379 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $379 | TotalPaymentsAndCreditsAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | ROBERT J DAVIS | IndividualWithBooksNm |
| Phone | 9372546197 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6234 LOCUST HILL ROAD | AddressLine1Txt |
| City | Dayton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J DAVIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6234 LOCUST HILL ROAD | AddressLine1Txt |
| City | Dayton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $733,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $141,794 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $875,523 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $875,523 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $862,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,120 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,120 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $379 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $379 | TotalTaxAmt |
| Distributable Before Adj | $42,741 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $42,741 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $42,741 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $49,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $49,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,741 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $15,824 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,075 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $6,477 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,982 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,358 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $42,741 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,259 | RemainingDistriFromCorpusAmt |
| Total Corpus | $39,617 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $15,824 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,793 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,075 | ExcessFromYear4Amt |
| Excess From Year2 | $6,477 | ExcessFromYear2Amt |
| Excess From Year1 | $5,982 | ExcessFromYear1Amt |
| Excess From Current Year | $6,259 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT J DAVIS | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT J DAVIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6234 LOCUST HILL ROAD | AddressLine1Txt |
| City | Dayton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45429 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9372546197 | RecipientPhoneNum |
| Form And Info And Materials | NO FORM REQUIRED; CONTRIBUTIONS BASED ON MERIT OF THE ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KIDS IN NEW DIRECTIONS | |||||||
| 2338 EAST FIFTH STREET | Dayton | OH | 45403 | NONE | PC | TO HELP FURTHER THEIR CHARITABLE MISSION | $3,000 |
| HOLY TABERNACLE CHRISTIAN CENTER | |||||||
| 36 NORTH 2ND STREET | Fairborn | OH | 45324 | NONE | PC | TO HELP FURTHER THEIR CHARITABLE MISSION | $5,000 |
| SALVATION ARMY | |||||||
| 1000 NORTH KEOWEE STREET | Dayton | OH | 45404 | NONE | PC | TO HELP FURTHER ITS CHARITABLE MISSION | $11,000 |
| HABITAT FOR HUMANITY | |||||||
| 115 WEST RIVERVIEW AVENUE | Dayton | OH | 45405 | NONE | PC | TO HELP FURTHER ITS CHARITABLE MISSION | $1,000 |
| HOUSE OF BREAD | |||||||
| 9 ORTH AVENUE | Dayton | OH | 45402 | NONE | PC | TO HELP FURTHER ITS CHARITABLE MISSION | $5,000 |
| PLANNED PARENTHOOD | |||||||
| 224 NORTH WILKINSON STREET | Dayton | OH | 45402 | NONE | PC | TO HELP FURTHER ITS CHARITABLE MISSION | $3,000 |
| THINK TV | |||||||
| 110 SOUTH JEFFERSON STREET | Dayton | OH | 45402 | NONE | PC | TO FURTHER ITS CHARITABLE MISSION | $2,000 |
| COMMON CAUSE EDUCATION FUND | |||||||
| 172 EAST STATE STREET | Columbus | OH | 43215 | NONE | PC | TO FURTHER MISSION OF THE ORGANIZATION | $2,000 |
| FAIRMONT CHURCH | |||||||
| 3705 FAR HILLS AVENUE | Dayton | OH | 45429 | NONE | PC | TO FURTHER ITS EXEMPT PURPOSE | $10,000 |
| MEMORIAL CHURCH | |||||||
| 2338 E Fifth Street | Dayton | OH | 45403 | NONE | PC | TO ADVANCE THEIR CHARITABLE MISSION | $5,000 |
| DAYTON MASONIC UNITY CHAPTER | |||||||
| 525 W RIVERVIEW AVE | Dayton | OH | 45405 | NONE | PC | TO ADVANCE THEIR CHARITABLE MISSION | $500 |
| DAYTON MASONIC SCOTTISH RITE | |||||||
| 525 W RIVERVIEW AVE | Dayton | OH | 45405 | NONE | PC | TO ADVANCE THEIR CHARITABLE MISSION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $18,960 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,958 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $17,002 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,002 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 04 | LineNumberTxt |
| Relationship Statement | INVESTMENT INCOME PROVIDES SOURCE OF REVENUE FOR GRANTS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT J DAVIS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6234 LOCUST HILL ROAD | AddressLine1Txt |
| City | Dayton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $1,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $805,127 | EOYBookValueAmt |
| EOYFMV | $956,837 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BG OUTSTANDING CHECKS CLEARED | $3,500 |
| SECURITY SALE CLOSED IN 2017 | $2,830 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert J Davis | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6234 LOCUST HILL ROAD | AddressLine1Txt |
| City | Dayton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45459 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL INCOME TAX | $228 | $0 | $0 | $0 |
| OHIO FILING FEE | $200 | $0 | $0 | $0 |