Civic Intelligence

Suzanne & David Jackson Foundation

990PF • Fiscal year 2025 • EIN 22-6821580

Oct 01, 2024 to Sep 30, 2025 • Filed on Nov 13, 2025

Organization Profile
1754 Severn Forest DrAnnapolis, MD 21401

(908) 656-1890

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • $1M-$5M nonprofits • Source year 2025

Asset Growth

42nd percentile

1.4%

Faster asset growth than 42% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

98th percentile

346%

Faster revenue growth than 98% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,806,004

Up $38,504 (+1.4%) from 2024

Net Assets

Up

$2,806,004

Up $38,504 (+1.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin90th percentile

Revenue

Up

$265,750

Up $206,190 (+346%) from 2024

Expenses

Up

$136,382

Up $20,644 (+18%) from 2024

Net Income

Up

$129,368

Up $185,546 (+330%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $902,673Liabilities 2011: $02011Assets 2012: $1,116,793Liabilities 2012: $02012Assets 2013: $1,299,148Liabilities 2013: $02013Assets 2014: $1,453,540Liabilities 2014: $02014Assets 2015: $1,292,175Liabilities 2015: $02015Assets 2019: $1,707,286Liabilities 2019: $02019Assets 2020: $1,860,761Liabilities 2020: $0Net Assets 2020: $1,860,7612020Assets 2021: $2,471,853Liabilities 2021: $0Net Assets 2021: $2,471,8532021Assets 2022: $1,830,492Liabilities 2022: $0Net Assets 2022: $1,830,4922022Assets 2023: $2,235,750Liabilities 2023: $0Net Assets 2023: $2,235,7502023Assets 2024: $2,767,500Liabilities 2024: $0Net Assets 2024: $2,767,5002024Assets 2025: $2,806,004Liabilities 2025: $0Net Assets 2025: $2,806,0042025

Highlighted filing

2025

Assets$2,806,004
Liabilities$0
Net Assets$2,806,004
Open 2025 Filing

Operations Trend

Revenue Growth98th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $34,246Expenses 2011: $49,568Net Income 2011: -$15,3222011Revenue 2012: $77,345Expenses 2012: $62,900Net Income 2012: $14,4452012Revenue 2013: $33,508Expenses 2013: $51,976Net Income 2013: -$18,4682013Revenue 2014: $23,611Expenses 2014: $60,615Net Income 2014: -$37,0042014Revenue 2015: $41,817Expenses 2015: $77,642Net Income 2015: -$35,8252015Revenue 2019: $35,035Expenses 2019: $101,147Net Income 2019: -$66,1122019Revenue 2020: $25,266Expenses 2020: $47,195Net Income 2020: -$21,9292020Revenue 2021: $46,107Expenses 2021: $109,251Net Income 2021: -$63,1442021Revenue 2022: $32,903Expenses 2022: $88,635Net Income 2022: -$55,7322022Revenue 2023: $172,231Expenses 2023: $115,735Net Income 2023: $56,4962023Revenue 2024: $59,560Expenses 2024: $115,738Net Income 2024: -$56,1782024Revenue 2025: $265,750Expenses 2025: $136,382Net Income 2025: $129,3682025

Highlighted filing

2025

Revenue$265,750
Expenses$136,382
Net Income$129,368
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID B JACKSONTrustee-$0--
SUZANNE F JACKSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Suzanne & David Jackson Foundation
EIN
22-6821580
In Care Of
% DAVID B JACKSON
Phone
9086561890
Address
1754 SEVERN FOREST DR, ANNAPOLIS, MD 21401

Signing Officer

Name
David Jackson
Title
Trustee
Phone
9082733670
Signed
2025-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Davis Josey & Keating LLC
Address
2661 RIVA ROAD SUITE 1040, ANNAPOLIS, MD 21401
Preparer
James K Davis CPA
Phone
4109746161
Raw XML Appendix319 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02638239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0VANGUARD BROKERAGE ACCOUNT
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0129368
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt090864
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02896868
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02767500
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02806004
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0133783
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0133783
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0137417
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03634
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02863
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IRS990PF/FMVAssetsEOYAmt02806004
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02790188
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt057821
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02732367
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt041853
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0137417
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02748335
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID B JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUZANNE F JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01754 SEVERN FOREST DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110 EUCLID AVE 602
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SUMMIT
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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0130500
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021401
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum09082733670
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION MADE 8 CONTRIBUTIONS TO PUBLIC CHARITIES TO SUPPORT THEIR OPERATIONS. SCHEDULE ATTACHED.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SAINT BENEDICT'S PREPATORY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6ST ANNES EPISCOPAL CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 4594
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16 HERNDON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2534 HILLSMERE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32 COMPROMISE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4200 HARTSHORN DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5520 MARTIN LUTHER KING BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6199 DUKE OF GLOUCESTER ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 1443
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ANNAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ANNAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ANNAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SHORT HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEWARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ANNAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7ANNAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd321401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd407078
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd507201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd621401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd721404
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0130500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04801
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0125699
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0133783
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0130500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0128982
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0125699
OtherDecreasesSchedule/OtherDecreasesDetail/Amt090864
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt088
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt088
TaxesSchedule/TaxesDetail/Amt01585
TaxesSchedule/TaxesDetail/Amt1209
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0209
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09082733670
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUZANNE & DAVID JACKSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUZA
ReturnHeader/Filer/EIN0226821580
ReturnHeader/Filer/InCareOfNm0% DAVID B JACKSON
ReturnHeader/Filer/PhoneNum09086561890
ReturnHeader/Filer/USAddress/AddressLine1Txt01754 SEVERN FOREST DR
ReturnHeader/Filer/USAddress/CityNm0ANNAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIS JOSEY & KEATING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02661 RIVA ROAD SUITE 1040
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANNAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021401
ReturnHeader/PreparerPersonGrp/PhoneNum04109746161
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES K DAVIS CPA
ReturnHeader/ReturnTs02025-11-17T13:21:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,806,004
Liabilities
$0
Net assets
$2,806,004
Revenue
$265,750
Expenses
$136,382
Net income
$129,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.27$0.14$0.13
2024Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.06$0.12$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.17$0.12$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.03$0.09$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.05$0.11$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.03$0.05$0.02
2019Summary only. Only limited summary data is available for this year.$1.71$0.00$0.04$0.10$0.07
2015Summary only. Only limited summary data is available for this year.$1.29$0.00$0.04$0.08$0.04
2014Summary only. Only limited summary data is available for this year.$1.45$0.00$0.02$0.06$0.04
2013Summary only. Only limited summary data is available for this year.$1.30$0.00$0.03$0.05$0.02
2012Summary only. Only limited summary data is available for this year.$1.12$0.00$0.08$0.06$0.01
2011Summary only. Only limited summary data is available for this year.$0.90$0.00$0.03$0.05$0.02