Civic Intelligence

Horatio Davis Tr UW Davis Fund

990 • Fiscal year 2019 • EIN 04-6014374

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 07, 2019

Organization ProfileN/A
PO Box 185Pittsburgh, PA 15230-0185

(617) 722-7415

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

23rd percentile

-8.3%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$10,200

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 23.4% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

37th percentile

-0.6%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

42%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$556,249

Down $3,600 (-0.6%) from 2018

Net Assets

Down

$556,249

Down $3,600 (-0.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin23rd percentile

Revenue

Up

$43,619

Up $12,910 (+42%) from 2018

Expenses

Up

$47,219

Up $26,959 (+133%) from 2018

Net Income

Down

-$3,600

Down $14,049 (-134%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $583,809Liabilities 2011: $0Net Assets 2011: $583,8092011Assets 2012: $548,905Liabilities 2012: $0Net Assets 2012: $548,9052012Assets 2013: $574,492Liabilities 2013: $0Net Assets 2013: $574,4922013Assets 2014: $576,804Liabilities 2014: $0Net Assets 2014: $576,8042014Assets 2015: $578,390Liabilities 2015: $0Net Assets 2015: $578,3902015Assets 2016: $562,673Liabilities 2016: $0Net Assets 2016: $562,6732016Assets 2017: $549,400Liabilities 2017: $0Net Assets 2017: $549,4002017Assets 2018: $559,849Liabilities 2018: $0Net Assets 2018: $559,8492018Assets 2019: $556,249Liabilities 2019: $0Net Assets 2019: $556,2492019Assets 2020: $561,202Liabilities 2020: $0Net Assets 2020: $561,2022020Assets 2021: $563,025Liabilities 2021: $0Net Assets 2021: $563,0252021Assets 2022: $655,852Liabilities 2022: $0Net Assets 2022: $655,8522022Assets 2023: $625,891Liabilities 2023: $0Net Assets 2023: $625,8912023Assets 2024: $617,325Liabilities 2024: $0Net Assets 2024: $617,3252024Assets 2025: $600,531Liabilities 2025: $0Net Assets 2025: $600,5312025

Highlighted filing

2019

Assets$556,249
Liabilities$0
Net Assets$556,249
Open 2019 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: -$2,488Expenses 2011: $41,627Net Income 2011: -$44,1152011Revenue 2012: $6,265Expenses 2012: $41,262Net Income 2012: -$34,9972012Revenue 2013: $63,433Expenses 2013: $37,846Net Income 2013: $25,5872013Revenue 2014: $41,536Expenses 2014: $39,224Net Income 2014: $2,3122014Revenue 2015: $54,688Expenses 2015: $42,449Net Income 2015: $12,2392015Revenue 2016: $15,139Expenses 2016: $41,509Net Income 2016: -$26,3702016Revenue 2017: $19,406Expenses 2017: $32,679Net Income 2017: -$13,2732017Revenue 2018: $30,709Expenses 2018: $20,260Net Income 2018: $10,4492018Revenue 2019: $43,619Expenses 2019: $47,219Net Income 2019: -$3,6002019Revenue 2020: $31,195Expenses 2020: $26,242Net Income 2020: $4,9532020Revenue 2021: $44,017Expenses 2021: $40,309Net Income 2021: $3,7082021Revenue 2022: $126,941Expenses 2022: $36,032Net Income 2022: $90,9092022Revenue 2023: -$7,007Expenses 2023: $22,700Net Income 2023: -$29,7072023Revenue 2024: $26,752Expenses 2024: $35,258Net Income 2024: -$8,5062024Revenue 2025: $17,731Expenses 2025: $34,575Net Income 2025: -$16,8442025

Highlighted filing

2019

Revenue$43,619
Expenses$47,219
Net Income-$3,600
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 7, 2019
Return Version
2018v3.0
Gross Receipts
$111,735
Mission and Program Overview

Mission

The davis horatio tr u/will is a 501(c)(3) organization which provides support to the following organization - bay cove human services

The davis horatio tr u/will is a 501(c)(3) organization which provides support to the following organization - family service association of greater boston

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$559,849$556,249▼ $3,600
Investments in Publicly Traded Securities$535,744$541,213▲ $5,469
Savings and Temporary Cash Investments$24,105$15,036▼ $9,069
Total Assets$559,849$556,249▼ $3,600
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$559,849$556,249▼ $3,600
Total Liabilities and Net Assets / Fund Balance$559,849$556,249▼ $3,600
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseTotal
-Co-trustee$10,200$10,200
Robert QuinanCo-trustee$2,986$2,986
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$43,619
Other Revenue
$0
Change in Net Assets
$-3,600
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$33,094
Salaries, Compensation, and Employee Benefits$13,186
Other Expenses$939
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$33,094--$33,094
Current Officers, Directors, Trustees, and Key Employees-$13,186-$13,186
Fees for Services Legal-$551-$551
Other Expenses-$200-$200
Total Functional Expenses$33,094$14,125$0$47,219
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Family Service Association of Greater BostonJamaica Plain, MA-General Operating$33,094
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B)

“Average hours per week devoted to position: as co-trustee, bny mellon, n.a. Provides administrative services such as acting as investment manager for the named organization. These services require numerous individual bank employees' involvement in the activities of the organization and cannot be quantified on an hourly basis. Therefore, the trustee fees are calculated based upon factors such as the market value of the account and in accordance with bny”

FORM 990, PART VII, SECTION A, LINE 1A, COLUMN (B) (CONT.)

“(cont.) mellon's agreement with the client.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“This organization has a sole institutional trustee and does not have a governing body”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“This organization has a sole institutional trustee and does not have a governing body”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“NO PROCEDURE IN PLACE”

Form 990, Page 6, Part VI, Line 19

“No documents made available to the public”

Filing and Contact Details

Filer

Filer Name
Davis Horatio Tr Uwill
EIN
04-6014374
Phone
6177227415
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
6177227415
Signed
2019-10-07
Discuss with paid preparer
Yes

Organization Details

Formed
1960
Legal Domicile
Ma
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 10, 11, 12, 13

“These questions are not applicable as this is a 501(c)(3) organization”

FORM 990, PART V, LINE 8, 9A, 9B

“These questions are not applicable as there is not a sponsoring organization maintaining donor advised funds”

Raw XML Appendix370 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE DAVIS HORATIO TRUST U/WILL IS A TRUST. BNYM SERVES AS CO-TRUSTEE WITH OTHER INDVIDUAL CO-TRUSTEES. ONE OF THE CO-TRUSTEES IS THE EXECUTIVE DIRECTOR OF FAMILY SERVICE OF GREATER BOSTON. BNYM AS CO-TRUSTEE MEETS ANNUALLY WITH FAMILY SERVICE OF GREATER BOSTON AND GIVES FULL CONSIDERATION TO THEIR INPUT RELATIVE TO INVESTMENT MANAGEMENT OF THE TRUST. THE TRUSTEE ALSO PROVIDES MONTHLY
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1(CONT.) STATEMENTS TO THE ORGANIZATION, AND CONSISTENTLY COMMUNICATES VIA EMAIL AND PHONE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO ONE OR MORE PURPOSES DESCRIBED IN SECTION 170(C)(1) OR (C)(2)(B). THE TRUST WAS CREATED UNDER THE WILL OF HORATIO DAVIS AND REQUIRED NET INCOME TO FAMILY SERVICE OF GREATER BOSTON. NO ADDITIONAL CONTRIBUTIONS HAVE BEEN MADE TO THE TRUST. PRIOR TO 1/1/2002, THE TRUSTEE DID NOT HAVE DISCRETION TO VARY THE AMOUNT OR THE CHARITABLE BENEFICIARIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3EFFECTIVE 1/1/2002, THE NORFOLD COUNTY PROBATE COURT ORDERED THAT THE TERMS OF THE TRUST BE MODIFIED TO PROVIDE AN AMOUNT EQUAL TO 4/5% OF FAIR MARKET VALUE OF THE ASSETS OF THE TRUST BASED ON A ROLLING FAIR MARKET VALUE AVERAGE OF THE TRUST ASSETS ON THE LAST BUSINESS DAY OF THE TRUST'S FIVE PREVIOUS TAXABLE YEARS, AND FUTHERMORE, THE TRUSTEES HAVE THE AUTHORITY TO ADJUST PERIODICALLY SUCH FIXED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4(CONT.) PERCENTAGE PAYMENT BY A MAXIUM OF 2% INCREASE OR DECREASE TO THE THEN CURRENT PERCENTAGE PAYMENT AMOUNT, IF THE TRUSTEES DEEM IT PRUDENT AND REASONABLE TO DO SO, SUCH ADJUSTMENT TO BE BASED ON THE TRUSTEES ASSESSMENT OF THE CURRENT ECONOMIC CONDITIONS AND PREVAILING INVESTMENT CLIMATE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV SECTION D LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV SECTION D LINE 3 (CONT.)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART V LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4PART V LINE 1 (CONT.)
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042160528
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt033094
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FAMILY SERVICE ASSOCIATION OF GREATER BOSTON
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt033094
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt033094
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FAMILY SERVICE ASSOCIATION OF GREATER BOSTON
IRS990ScheduleI/RecipientTable/RecipientEIN0042160528
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt031 HEATH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0JAMAICA PLAIN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002130
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0NO PROCEDURE IN PLACE
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A 501(C)(3) ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE QUESTIONS ARE NOT APPLICABLE AS THERE IS NOT A SPONSORING ORGANIZATION MAINTAINING DONOR ADVISED FUNDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS CO-TRUSTEE, BNY MELLON, N.A. PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE NAMED ORGANIZATION. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH BNY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3(CONT.) MELLON'S AGREEMENT WITH THE CLIENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO PROCEDURE IN PLACE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NO DOCUMENTS MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 10, 11, 12, 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART V, LINE 8, 9a, 9b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII, SECTION A, LINE 1a, COLUMN (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII, SECTION A, LINE 1a, COLUMN (B) (CONT.)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0559849
IRS990/TotalAssetsEOYAmt0556249
IRS990/TotalAssetsGrp/BOYAmt0559849
IRS990/TotalAssetsGrp/EOYAmt0556249
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014125
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt033094
IRS990/TotalFunctionalExpensesGrp/TotalAmt047219
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0559849
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0556249
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt033094
IRS990/TotalReportableCompFromOrgAmt013186
IRS990/TotalRevenueGrp/ExclusionAmt043619
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt043619
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0559849
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0556249
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06177227415
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVIS HORATIO TR UWILL
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0046014374
ReturnHeader/Filer/PhoneNum06177227415
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AB531B3F6888B5825F64EFA4143EF5AAF46D6BFC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05589D8FC68855EC2F5BB44B7B72B8C48A5D8091B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.125.77
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02019-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-12T09:00:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$556,249
Liabilities
$0
Net assets
$556,249
Revenue
$43,619
Expenses
$47,219
Net income
-$3,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.01$0.00$6.01$0.18$0.35$0.17
2024Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.27$0.35$0.09
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$0.00$6.26$0.07$0.23$0.30
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.56$0.00$6.56$1.27$0.36$0.91
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.63$0.00$5.63$0.44$0.40$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$0.00$5.61$0.31$0.26$0.05
2019Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.44$0.47$0.04
2018Summary only. Only limited summary data is available for this year.$5.60$0.00$5.60$0.31$0.20$0.10
2017Summary only. Only limited summary data is available for this year.$5.49$0.00$5.49$0.19$0.33$0.13
2016Summary only. Only limited summary data is available for this year.$5.63$0.00$5.63$0.15$0.42$0.26
2015Summary only. Only limited summary data is available for this year.$5.78$0.00$5.78$0.55$0.42$0.12
2014Summary only. Only limited summary data is available for this year.$5.77$0.00$5.77$0.42$0.39$0.02
2013Summary only. Only limited summary data is available for this year.$5.74$0.00$5.74$0.63$0.38$0.26
2012Summary only. Only limited summary data is available for this year.$5.49$0.00$5.49$0.06$0.41$0.35
2011Summary only. Only limited summary data is available for this year.$5.84$0.00$5.84$0.02$0.42$0.44