The John C Davison Family Charitable: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: The John C Davison Family Charitable (EIN 52-2301648)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-09-25
IRS object ID: 201302689349100100
Schema version: 2012v2.1
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
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-09-25T06:42:55-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	521065079	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Mt Royal Management Company LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1233 W Mount Royal Ave	AddressLine1
City	Baltimore	City
State	MD	State
ZIP Code	212174133	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	522301648	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	The John C Davison Family Charitable	BusinessNameLine1
Business Name Line2	Foundation Inc	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	JOHN	NameControl
Phone	4107274586	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1233 W Mount Royal Ave	AddressLine1
City	Baltimore	City
State	MD	State
ZIP Code	212174133	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	John C Davison	Name
Title	President/Treasurer	Title
Phone	4107274586	Phone
Date Signed	2013-09-24	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Beth-Ann Blatnick	Name
PTIN	P00097886	PTIN
Phone	4107274586	Phone
Date Prepared	2013-09-24	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	319011	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	0	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	46022	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	46022	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	12	DividendsRevAndExpnss
Dividends Net Invst Incm	12	DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	46034	TotalRevenueAndExpenses
Total Net Investment Income	46034	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss	150	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	0	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	150	LegalFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss	82894	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	81796	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	83044	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	81796	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	150	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	50000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	50000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	133044	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	81796	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	50150	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-87010	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	28337	CashBOY
Cash EOY	17930	CashEOY
Cash EOYFMV	17930	CashEOYFMV
Savings And Temp Cash Invst BOY	6977	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	6988	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	6988	SavingsAndTempCashInvstEOYFMV
Investments Other BOY	370707	InvestmentsOtherBOY
Investments Other EOY	294093	InvestmentsOtherEOY
Investments Other EOYFMV	294093	InvestmentsOtherEOYFMV
Total Assets BOY	406021	TotalAssetsBOY
Total Assets EOY	319011	TotalAssetsEOY
Total Assets EOYFMV	319011	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	0	CapitalStockBOY
Capital Stock EOY	0	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	406021	RetainedEarningsBOY
Retained Earnings EOY	319011	RetainedEarningsEOY
Total Net Assets BOY	406021	TotalNetAssetsBOY
Total Net Assets EOY	319011	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	406021	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	319011	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	406021	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-87010	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	319011	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	319011	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	117514	QualifyingDistributionsYear1
Noncharitable Assets Year1	1087391	NoncharitableAssetsYear1
Distribution Ratio Year1	0.108070	DistributionRatioYear1
Qualifying Distributions Year2	119098	QualifyingDistributionsYear2
Noncharitable Assets Year2	566398	NoncharitableAssetsYear2
Distribution Ratio Year2	0.210273	DistributionRatioYear2
Qualifying Distributions Year3	118512	QualifyingDistributionsYear3
Noncharitable Assets Year3	583268	NoncharitableAssetsYear3
Distribution Ratio Year3	0.203186	DistributionRatioYear3
Qualifying Distributions Year4	78603	QualifyingDistributionsYear4
Noncharitable Assets Year4	610755	NoncharitableAssetsYear4
Distribution Ratio Year4	0.128698	DistributionRatioYear4
Qualifying Distributions Year5	131426	QualifyingDistributionsYear5
Noncharitable Assets Year5	651209	NoncharitableAssetsYear5
Distribution Ratio Year5	0.201818	DistributionRatioYear5
Total Distribution Ratio	0.852045	TotalDistributionRatio
Average Distribution Ratio	0.170409	AverageDistributionRatio
Net Noncharitable Assets	395961	NetNoncharitableAssets
Adjusted Noncharitable Assets	67475	AdjustedNoncharitableAssets
One Percent Net Investment Income	0	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	67475	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	50150	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	0	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	0	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	2295	EstTaxPaymentsAndOverpayment
Total Credits And Payments	2295	TotalCreditsAndPayments
Overpayment	2295	Overpayment
Amount Credited To Next Year	2295	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	MD	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	n/a	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Foundation	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	4107274586	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1233 W Mount Royal Ave	AddressLine1
City	Baltimore	City
State	MD	State
ZIP Code	212174133	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
John C Davison
1233 W Mount Royal Ave	Baltimore	MD	212174133	President/Treasurer	5.00	0	0	0
Bernard S Denick
1233 W Mount Royal Ave	Baltimore	MD	212174133	Secretary	1.00	0	0	0
Richard Davison
1233 W Mount Royal Ave	Baltimore	MD	212174133	Director	1.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	30116	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	371875	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	401991	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	401991	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	6030	CashDeemedCharitable
Net Noncharitable Assets	395961	NetNoncharitableAssets
Minimum Investment Return	19798	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	19798	MinimumInvestmentReturn
Total Tax	0	TotalTax
Distributable Amount Before Adj	19798	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	19798	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	19798	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	50150	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	50150	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	50150	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	19798	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	100680	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	50659	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	92325	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	92582	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	63144	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	399390	TotalExcessDistriCarryover
Qualifying Distributions	50150	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	19798	AppliedToCurrentYear
Remaining Distri From Corpus	30352	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	429742	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	100680	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	329062	ExcessDistriCyovToNextYear
Excess From Year4	50659	ExcessFromYear4
Excess From Year3	92325	ExcessFromYear3
Excess From Year2	92582	ExcessFromYear2
Excess From Year1	63144	ExcessFromYear1
Excess From Current Year	30352	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	John C Davison	ContributingManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	John C Davison	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1233 W Mount Royal Ave	AddressLine1
City	Baltimore	City
State	MD	State
ZIP Code	212174133	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	4107274586	RecipientPhoneNumber
Form And Info And Materials	Letter should include all relevant information about person/organization requesting award, purpose of award, etc.	FormAndInfoAndMaterials
Submission Deadlines	There are no submission deadlines.	SubmissionDeadlines
Restrictions On Awards	There are no restrictions or limitations on awards.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
Bnos Yisroel of Baltimore
6300 Park Heights Ave	Baltimore	MD	21215	n/a	public	educational	$15,000
Joint Distribution Committee - The Taub Center
711 Third Ave	New York	NY	100174014	n/a	public	educational	$25,000
The Park School of Baltimore
P O Box 8200	Brooklandville	MD	21022	n/a	public	educational	$10,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	50000	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$46,022	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$12	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$46,034	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	46034	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	Other investments	CategoryOrItem
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMV
Book Value	294093	BookValue
EOYFMV	294093	EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	Legal fees	Category
Amount	$150	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	150	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
K-1s nondeductible expenses	1098	0
K-1s ordinary losses	81739	81739
K-1s portfolio expenses	57	57