Civic Intelligence

Horatio Davis Tr UW Davis Fund

990 • Fiscal year 2023 • EIN 04-6014374

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 22, 2023

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

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

424%

Higher net margin than 100% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$10,022

Higher top officer pay than 57% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

27th percentile

-4.6%

Faster asset growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$625,891

Down $29,961 (-4.6%) from 2022

Net Assets

Down

$625,891

Down $29,961 (-4.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$7,007

Down $133,948 (-106%) from 2022

Expenses

Down

$22,700

Down $13,332 (-37%) from 2022

Net Income

Down

-$29,707

Down $120,616 (-133%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2023

Assets$625,891
Liabilities$0
Net Assets$625,891
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2023

Revenue-$7,007
Expenses$22,700
Net Income-$29,707
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 22, 2023
Return Version
2022v5.0
Gross Receipts
$482,223
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$655,852$625,891▼ $29,961
Investments in Publicly Traded Securities$644,194$598,065▼ $46,129
Savings and Temporary Cash Investments$11,658$27,826▲ $16,168
Total Assets$655,852$625,891▼ $29,961
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$655,852$625,891▼ $29,961
Total Liabilities and Net Assets / Fund Balance$655,852$625,891▼ $29,961
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
Bny Mellon N aCo-trustee$10,022$10,022
Robert QuinanCo-trustee$2,892$2,892
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-7,007
Other Revenue
$0
Change in Net Assets
$-29,707
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$12,914
Other Expenses$7,036
Grants and Similar Amounts Paid$2,750
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$5,166$7,748-$12,914
Fees for Services Legal-$6,737-$6,737
Grants to Domestic Orgs$2,750--$2,750
Other Expenses$200$64-$200
Total Functional Expenses$8,151$14,549$0$22,700
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 35% controlled entity
No
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
2023-09-22
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Pwc US Tax Llp
Address
301 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”

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing difference $-254”

Raw XML Appendix359 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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IRS990/GrantAmt02750
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0466474
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IRS990/IndependentVotingMemberCnt00
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IRS990/InvestmentIncomeGrp/ExclusionAmt015749
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0644194
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0489230
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-254
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt011658
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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/EIN0042518575
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02750
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BAY COVE HUMAN SERVICES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt02750
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
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/ExplanationTxt8MUTUAL FUND TIMING DIFFERENCE $-254
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0655852
IRS990/TotalAssetsEOYAmt0625891
IRS990/TotalAssetsGrp/BOYAmt0655852
IRS990/TotalAssetsGrp/EOYAmt0625891
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014549
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08151
IRS990/TotalFunctionalExpensesGrp/TotalAmt022700
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0655852
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0625891
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02750
IRS990/TotalReportableCompFromOrgAmt012914
IRS990/TotalRevenueGrp/ExclusionAmt0-7007
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-7007
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0655852
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0625891
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06177227415
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-22
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-01T14:00:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$625,891
Liabilities
$0
Net assets
$625,891
Revenue
-$7,007
Expenses
$22,700
Net income
-$29,707
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
2023Detailed filing. Detailed filing data is available for this year.$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