ROBERT & MARY DAVIS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT & MARY DAVIS FOUNDATION (EIN 34-7207640)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202631359349103248
- Schema version
- 2025v4.1
- 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
- Schedule B
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T09:28:07-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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) |
|---|---|---|
| In Care Of | % ROBERT J DAVIS | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 9372546197 | PhoneNum |
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 | 2026-05-15 | 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 | 2026-05-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,570,352 | 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 | $20,300 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $59,618 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,618 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $79,918 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,618 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $24,272 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,483 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $300 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $24,572 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,483 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $895,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $895,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $919,572 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,483 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $895,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$839,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,135 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $902,730 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,152 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,152 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,178,685 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,237,609 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,555,443 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,457 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,457 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,757 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,088,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,249,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,570,352 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,088,872 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,249,218 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,088,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,249,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,088,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,249,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,088,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$839,654 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,249,218 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,249,218 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $544 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $544 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $544 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,456 | OverpaymentAmt |
| Applied To ES Tax | $14,456 | AppliedToESTaxAmt |
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 |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT J DAVIS | ||||||||
| 6234 LOCUST HILL ROAD | DAYTON | OH | 45459 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARY DAVIS | ||||||||
| 6234 LOCUST HILL ROAD | Dayton | OH | 45459 | HONORARY TRUSTEE | 0.00 | $0 | $0 | $0 |
| LISA D DAVIS | ||||||||
| 6919 ST LAURENT CIRCLE | Dayton | OH | 45459 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRETT HOUSEMAN | ||||||||
| 7760 DATCHET CT | Dayton | OH | 45459 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ROBERT DAVIS JR | ||||||||
| 7865 WINDING WAY NORTH | Tipp City | OH | 45371 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAVID BERRY | ||||||||
| 5315 SPLIT RAIL | Dayton | OH | 45429 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,131,692 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,447 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,212,139 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,212,139 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,182 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,163,957 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $158,198 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $158,198 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $544 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $544 | TotalTaxAmt |
| Distributable Before Adj | $157,654 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $157,654 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $157,654 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $895,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $895,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $157,654 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $15,354 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,250 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,008,821 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,811,406 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,850,831 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $895,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $157,654 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $737,346 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,588,177 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,588,177 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,354 | ExcessFromYear4Amt |
| Excess From Year3 | $15,250 | ExcessFromYear3Amt |
| Excess From Year2 | $1,008,821 | ExcessFromYear2Amt |
| Excess From Year1 | $1,811,406 | ExcessFromYear1Amt |
| Excess From Current Year | $737,346 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | OHIO MASONIC TEMPLE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 RIVERVIEW AVE | AddressLine1Txt |
| City | Dayton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | POF | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | SUSTAINING FUND FOR FACILITY IMPROVEMENT NEEDS | GrantOrContributionPurposeTxt |
| Amt | $895,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $895,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $59,618 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $59,618 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,618 | 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 | 4 | 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 | $20,300 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 990PF-General Explanation Attachment 1 | FormAndLineReferenceDesc |
| Medium Explanation | PART III LINE 5 EXCESS OF FAIR MARKET VALUE OVER BOOK VALUE OF PUBLICLY TRADED SECURITIES CONTRIBUTED IN 2024 1,768,462. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $7,457 | EOYBookValueAmt |
| EOYFMV | $10,757 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $1,237,609 | EOYBookValueAmt |
| EOYFMV | $3,555,443 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $300 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 RD | AddressLine1Txt |
| City | Dayton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 454591506 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL INCOME TAX - 2025 EST | $15,000 | $15,000 | $0 | $0 |
| FEDERAL INCOME TAX - 2024 | $9,272 | $5,483 | $0 | $0 |