STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROBERT & MARY DAVIS FOUNDATION

Cite this

Plain text ROBERT & MARY DAVIS FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2016–2025. https://strategystudio.org/org/347207640. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). ROBERT & MARY DAVIS FOUNDATION [Nonprofit organization profile; tax years 2016–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/347207640

MLA “ROBERT & MARY DAVIS FOUNDATION.” Strategy Studio, tax years 2016–2025, https://strategystudio.org/org/347207640. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2016–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $80K · expenses $920K · assets $1.2M

EIN
34-7207640
Address
6234 LOCUST HILL RD, DAYTON, OH 45459-1506
NTEE code
T20
Subsection
501(c)(3)
Ruling year
2007
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 8 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

8 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Robert J Davis TRUSTEE2016-2025 2 $0 reported 1
Mary Davis HONORARY TRUSTEE2024-2025 0 $0 reported 1
Lisa D Davis TRUSTEE2024-2025 1 $0 reported 1
Brett Houseman TRUSTEE2025 0 $0 reported 1
Robert Davis Jr TRUSTEE2025 0 $0 reported 1
David Berry TRUSTEE2025 0 $0 reported 1
Mary W Davis Trustee (former) TRSUTEE2022-2023 1 $0 reported 1
Lisa D Davis Trustee (former) TRUSTEE2022-2023 1 $0 reported 1

People by year

2025 · 6 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J DAVIS TRUSTEE2 $0-$0 $01
MARY DAVIS HONORARY TRUSTEE0 $0-$0 $01
LISA D DAVIS TRUSTEE1 $0-$0 $01
BRETT HOUSEMAN TRUSTEE0 $0-$0 $01
ROBERT DAVIS JR TRUSTEE0 $0-$0 $01
DAVID BERRY TRUSTEE0 $0-$0 $01
2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J DAVIS TRUSTEE2 $0-$0 $01
MARY DAVIS TRUSTEE1 $0-$0 $01
LISA D DAVIS TRUSTEE1 $0-$0 $01
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J DAVIS TRUSTEE2 $0-$0 $01
MARY W DAVIS TRUSTEE TRSUTEE1 $0-$0 $01
LISA D DAVIS TRUSTEE TRUSTEE1 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J DAVIS TRUSTEE1 $0-$0 $01
MARY W DAVIS TRUSTEE TRSUTEE1 $0-$0 $01
LISA D DAVIS TRUSTEE TRUSTEE1 $0-$0 $01
2021 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J DAVIS TRUSTEE1 $0-$0 $01
2020 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J DAVIS TRUSTEE1 $0-$0 $01
2019 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J DAVIS TRUSTEE0 $0-$0 $01
2017 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J DAVIS TRUSTEE0 $0-$0 $01
2016 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT J DAVIS TRUSTEE0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 0 grants to organizations · $0 · 1 grant to individuals · $895K
2024 · 0 grants to organizations · $0 · 3 grants to individuals · $2.0M
2023 · 0 grants to organizations · $0 · 4 grants to individuals · $1.1M
2022 · 0 grants to organizations · $0 · 6 grants to individuals · $122K
2021 · 0 grants to organizations · $0 · 3 grants to individuals · $110K
2020 · 0 grants to organizations · $0 · 19 grants to individuals · $74K
2019 · 0 grants to organizations · $0 · 8 grants to individuals · $42K
2017 · 0 grants to organizations · $0 · 12 grants to individuals · $48K
2016 · 0 grants to organizations · $0 · 11 grants to individuals · $36K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2025 · 1 contributor · $20K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT J DAVIS Person DAYTON, OH $20,300- Form 990PF Sch. B, 2025 · filing
2023 · 1 contributor · $2.5M
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT J DAVIS Person DAYTON, OH $2,545,551$2,545,551 Form 990PF Sch. B, 2023 · filing
2022 · 1 contributor · $100K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT J DAVIS Person DAYTON, OH $100,000- Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $110K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT J DAVIS Person DAYTON, OH $110,000- Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $107K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT J DAVIS Person DAYTON, OH $107,062$104,862 Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $214K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT J DAVIS Person Dayton, OH $213,683$113,683 Form 990PF Sch. B, 2019 · filing
2017 · 1 contributor · $200K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT J DAVIS Person Dayton, OH $200,000- Form 990PF Sch. B, 2017 · filing
2016 · 1 contributor · $100K
#ContributorTypeCity, stateTotalNoncashSource
1 ROBERT J DAVIS Person Dayton, OH $99,944$99,944 Form 990PF Sch. B, 2016 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$79,918$919,572 $1,249,218$1,249,218 $20,300- ---
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,227,536$2,039,831 $2,088,872$2,088,872 $204,000- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$3,054,668$1,149,455 $2,901,166$2,901,166 $2,545,551- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$148,188$122,609 $1,384,317$1,384,317 $100,000- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$268,239$110,588 $1,365,738$1,365,738 $238,817- ---
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$127,087$74,873 $1,116,087$1,116,087 $107,062- ---
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$272,241$47,942 $1,160,406$1,160,406 $213,683- ---
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$218,352$50,789 $849,915$849,915 $201,350- ---
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$122,713$37,123 $688,680$688,680 $99,944- ---

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ROBERT M MCCLURE MEMORIAL SCHOLARSHIP FOUNDATIONOHT20 $83,800$83,850 DIRECTOR; PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
ROSELLE FOUNDATION 3818408OHT20 $82,838$63,301 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
DICK LINTERN FOUNDATIONOHT20 $75,000$0 Director and Treasurer$0 Same NTEE code T20, revenue within 2x, same state
LONGLEAF FOUNDATIONOHT20 $79,761$59,989 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
SMITH FAMILY FOUNDATIONOHT20 $83,929$154,065 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
NEHRING FAMILY FOUNDATIONOHT20 $81,927$60,512 SECRETARY$5,704 Same NTEE code T20, revenue within 2x, same state
MOLYNEAUX CHARITABLE FOUNDATIONOHT20 $78,974$62,182 Secretary/Treasurer$0 Same NTEE code T20, revenue within 2x, same state
VICTOR M & HARRIET J GOLDBERG FOUNDATIONOHT20 $75,572$46,756 PRESIDENT/SECRETARY$0 Same NTEE code T20, revenue within 2x, same state
RICHARD AND FERN CIELEC FOUNDATIONOHT20 $76,466$132,269 CHAIRMAN, TR$0 Same NTEE code T20, revenue within 2x, same state
OHIO FUNERAL EDUCATION FOUNDATIONOHT20 $75,369$47,567 EXECUTIVE DI$0 Same NTEE code T20, revenue within 2x, same state
CYRUS P KAHL AND ALMA F KAHL FOUNDATION INCOHT20 $83,673$21,694 CHAIRMAN$0 Same NTEE code T20, revenue within 2x, same state
STAN R ARNER AND NANCY A ARNER CHARITABLE FOUNDATIONOHT20 $83,888$173,600 Trustee$0 Same NTEE code T20, revenue within 2x, same state
LEON AND GLORIA PLEVIN FAMILY FOUNDATIONOHT20 $77,000$72,486 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
FRANKLIN A & JANET S KLAINE FAMILY FOUNDATIONOHT20 $80,458$53,898 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
DOROTHY M BRAYTON EDUCATIONAL TRUST FUND 03458OHT20 $79,396$62,079 TRUSTEE$14,414 Same NTEE code T20, revenue within 2x, same state
EDWARD D AND OLIVE C BUSHBY SCHOLARSHIP FUNDOHT20 $77,456$35,377 TRUSTEE$7,624 Same NTEE code T20, revenue within 2x, same state
AUGUST W & J BELLE BOWMAN FUNDOHT20 $83,656$102,065 Co-Trustee$22,540 Same NTEE code T20, revenue within 2x, same state
DOROTHY M & WILLIAM J HOCKIE CHARITABLE TROHT20 $81,588$91,782 TRUSTEE$17,264 Same NTEE code T20, revenue within 2x, same state
BERNARD & ELAINE SOSS FAMILY CHARITABLE TRUSTOHT20 $81,052$65,429 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
SHIPLEY FBO ANIMAL LIFELINEOHT20 $76,567$55,098 TRUSTEE$4,668 Same NTEE code T20, revenue within 2x, same state
ROBERT JENSEN DAU FOUNDATIONILT20 $82,370$198,798 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
ROBERT D BIELECKI FOUNDATION INCNYT20 $83,600$57,503 President$0 Same NTEE code T20, revenue within 2x, similar name
MARYS FUND FOUNDATIONDET20 $82,517$74,489 VP$0 Same NTEE code T20, revenue within 2x, similar name
ROBERT & MAUREEN LUCAS FAMILY FOUNDATIONCAT20 $81,845$75,339 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
ROBLEY FOUNDATIONCAT20 $76,604$72,897 CFO$0 Same NTEE code T20, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
GOSTOMSKI FOUNDATION Private foundation$200,0002 12021–2022 WISLIM FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$105,5001 12024–2024 SANA RECOVERY FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$52,5005 22018–2024 ROTARY CLUB OF AMES FOUNDATION; NANPA FOUNDATION
COMMUNITY FDN OF GREATER DES MOINES DAF sponsor$30,7127 12018–2019 ROTARY CLUB OF AMES FOUNDATION
MIGHTYCAUSE CHARITABLE FOUNDATION DAF sponsor$10,6342 12015–2016 NANPA FOUNDATION
COLUMBUS FOUNDATION DAF sponsor$10,0001 12024–2024 OHIO FUNERAL EDUCATION FOUNDATION
FOUNDATION FOR THE CAROLINAS DAF sponsor$10,0001 12024–2024 SANA RECOVERY FOUNDATION
UNITED WAY OF THE BAY AREA DAF sponsor$10,0001 12010–2010 WNPC FOUNDATION
ROCKWELL FOUNDATION Private foundation$9,0001 12020–2020 NANPA FOUNDATION
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$5,0001 12024–2024 NANPA FOUNDATION
LOSTRITTO FAMILY FOUNDATION Private foundation$4,6002 12016–2021 BURTON FOUNDATION
AMAZONSMILE FOUNDATION Private foundation$9484 12020–2023 NANPA FOUNDATION
JPMORGAN CHASE FOUNDATION Private foundation$5101 12021–2021 CAITLIN ROBB FOUNDATION INC
ALPAUGH FOUNDATION Private foundation$2001 12021–2021 OHIO FUNERAL EDUCATION FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $919,572 spent · pay $0 · grants $895,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $895,000 97.3%
Taxes $24,272 2.6%
Other expenses $300 0.0%
Total$919,572100%

View the filing

2024 · Form 990PF · $2,039,831 spent · pay $0 · grants $2,025,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,025,000 99.3%
Taxes $12,807 0.6%
Fees: accounting $1,613 0.1%
Interest $261 0.0%
Other expenses $150 0.0%
Total$2,039,831100%

View the filing

2023 · Form 990PF · $1,149,455 spent · pay $0 · grants $1,147,460 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,147,460 99.8%
Fees: accounting $975 0.1%
Taxes $870 0.1%
Other expenses $150 0.0%
Total$1,149,455100%

View the filing

2022 · Form 990PF · $122,609 spent · pay $0 · grants $122,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $122,000 99.5%
Taxes $609 0.5%
Total$122,609100%

View the filing

2021 · Form 990PF · $110,588 spent · pay $0 · grants $110,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $110,000 99.5%
Taxes $588 0.5%
Total$110,588100%

View the filing

2020 · Form 990PF · $74,873 spent · pay $0 · grants $73,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $73,500 98.2%
Taxes $1,367 1.8%
Other expenses $6 0.0%
Total$74,873100%

View the filing

2019 · Form 990PF · $47,942 spent · pay $0 · grants $42,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $42,000 87.6%
Fees: accounting $5,000 10.4%
Taxes $720 1.5%
Other expenses $222 0.5%
Total$47,942100%

View the filing

2017 · Form 990PF · $50,789 spent · pay $0 · grants $49,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $49,000 96.5%
Fees: accounting $1,350 2.7%
Taxes $428 0.8%
Interest $11 0.0%
Total$50,789100%

View the filing

2016 · Form 990PF · $37,123 spent · pay $0 · grants $36,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $36,500 98.3%
Taxes $623 1.7%
Total$37,123100%

View the filing