Civic Intelligence

Shelby Cullom Davis Charitable Fund Inc.

990T • Fiscal year 2023 • EIN 20-3734688

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 07, 2024

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0B$3.0B$2.0B$1.0B$0Assets 2011: $62,930,530Liabilities 2011: $02011Assets 2012: $62,351,132Liabilities 2012: $02012Assets 2013: $40,037,390Liabilities 2013: $02013Assets 2014: $2,730,058,733Liabilities 2014: $02014Assets 2015: $2,649,096,409Liabilities 2015: $02015Assets 2019: $2,736,397,324Liabilities 2019: $02019Assets 2020: $2,627,981,608Liabilities 2020: $0Net Assets 2020: $2,627,981,6082020Assets 2021: $2,798,959,665Liabilities 2021: $0Net Assets 2021: $2,798,959,6652021Assets 2022: $2,688,706,449Liabilities 2022: $0Net Assets 2022: $2,688,706,4492022Assets 2023: $2,715,444,397Liabilities 2023: $0Net Assets 2023: $2,715,444,3972023Assets 2024: $3,074,380,027Liabilities 2024: $0Net Assets 2024: $3,074,380,0272024

Latest loaded filing

2024

Assets$3,074,380,027
Liabilities$0
Net Assets$3,074,380,027
Open 2024 Filing

Operations Trend

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

$3.0B$2.0B$1.0B$0-$1.0BRevenue 2011: $2,948,053Expenses 2011: $2,219,356Net Income 2011: $728,6972011Revenue 2012: $2,311,673Expenses 2012: $2,891,071Net Income 2012: -$579,3982012Revenue 2013: $102,638,592Expenses 2013: $124,952,334Net Income 2013: -$22,313,7422013Revenue 2014: $2,723,160,497Expenses 2014: $33,159,154Net Income 2014: $2,690,001,3432014Revenue 2015: $44,010,769Expenses 2015: $124,973,092Net Income 2015: -$80,962,3232015Revenue 2019: $90,630,040Expenses 2019: $141,675,589Net Income 2019: -$51,045,5492019Revenue 2020: $36,450,885Expenses 2020: $145,193,211Net Income 2020: -$108,742,3262020Revenue 2021: $325,311,650Expenses 2021: $154,333,593Net Income 2021: $170,978,0572021Revenue 2022: $54,145,915Expenses 2022: $164,399,131Net Income 2022: -$110,253,2162022Revenue 2023: $143,676,662Expenses 2023: $117,548,414Net Income 2023: $26,128,2482023Revenue 2024: $487,136,416Expenses 2024: $128,200,786Net Income 2024: $358,935,6302024

Latest loaded filing

2024

Revenue$487,136,416
Expenses$128,200,786
Net Income$358,935,630
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 7, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
Shelby Cullom Davis Charitable Fund Inc
EIN
20-3734688
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
andrew davis
Title
treasurer
Phone
8008391754
Signed
2024-10-07
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix78 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.

Path#Value
IRS990T/AvlblPre2018NOLCarryoverAmt00
IRS990T/BalanceDueAmt012417
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Foundation Source
IRS990T/BooksInCareOfDetail/PhoneNum08008391754
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt055 WALLS DRIVE FL 3
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Fairfield
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd006824
IRS990T/BookValueAssetsEOYAmt02715444397
IRS990T/CharitableContributionsDedAmt015788
IRS990T/ESPenaltyAmt01077
IRS990T/ExtsnRequestIncomeTaxPaidAmt018500
IRS990T/ForeignAccountsQuestionInd0true
IRS990T/ForeignCountryCd0AE
IRS990T/ForeignCountryCd1UK
IRS990T/ForeignCountryCd2GR
IRS990T/ForeignCountryCd3KS
IRS990T/ForeignCountryCd4TW
IRS990T/ForeignCountryCd5BR
IRS990T/ForeignCountryCd6HK
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/Section263ARulesApplyInd0false
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0158882
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0158882
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0158882
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0investment activity
IRS990TScheduleA/UBIBeforeNOLDedAmt0158882
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0158882
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt029840
IRS990T/TaxLessCreditsAmt029840
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt018500
IRS990T/TotalTaxAmt029840
IRS990T/TotalTaxComputationAmt029840
IRS990T/TotalUBTIAmt0142094
IRS990T/TotalUBTIBeforeNOLSpecificAmt0143094
IRS990T/TotalUBTIBeforeSection199AAmt0143094
IRS990T/TotalUBTIComputedAmt0158882
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0andrew davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shelby Cullom Davis Charitable Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0203734688
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0510398347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02024-10-10T10:01:48-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3,074$0.00$3,074$487$128$359
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,715$0.00$2,715$144$118$26.1
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,689$0.00$2,689$54.1$164$110
2021Detailed filing. Detailed filing data is available for this year.$2,799$0.00$2,799$325$154$171
2020Detailed filing. Detailed filing data is available for this year.$2,628$0.00$2,628$36.5$145$109
2019Summary only. Only limited summary data is available for this year.$2,736$0.00$90.6$142$51.0
2015Summary only. Only limited summary data is available for this year.$2,649$0.00$44.0$125$81.0
2014Summary only. Only limited summary data is available for this year.$2,730$0.00$2,723$33.2$2,690
2013Summary only. Only limited summary data is available for this year.$40.0$0.00$103$125$22.3
2012Summary only. Only limited summary data is available for this year.$62.4$0.00$2.31$2.89$0.58
2011Summary only. Only limited summary data is available for this year.$62.9$0.00$2.95$2.22$0.73