Civic Intelligence

The William H Davis Dorothy M Davis and William C Davis Foundation

990 • Fiscal year 2023 • EIN 31-1372548

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 10, 2024

Refreshing map…

1234 East Broad StColumbus, OH 43205

(614) 251-4000

Siviq Scores

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

Liabilities / Assets

41st percentile

0.14x

Higher debt load relative to assets than 41% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

4.02x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

89th percentile

$680,084

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 43.3% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

55th percentile

8.2%

Faster asset growth than 55% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-48%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Up

$43,583,913

Up $3,287,194 (+8.2%) from 2022

Net Assets

Up

$37,265,754

Up $4,802,330 (+15%) from 2022

Liabilities

Down

$6,318,159

Down $1,515,136 (-19%) from 2022

Revenue

Down

$1,571,086

Down $1,452,309 (-48%) from 2022

Expenses

Down

$1,221,773

Down $934,049 (-43%) from 2022

Net Income

Down

$349,313

Down $518,260 (-60%) from 2022

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $34,158,005Liabilities 2010: $2,845,000Net Assets 2010: $31,313,0052010Assets 2011: $32,126,433Liabilities 2011: $2,096,200Net Assets 2011: $30,030,2332011Assets 2012: $33,718,249Liabilities 2012: $1,364,150Net Assets 2012: $32,354,0992012Assets 2013: $37,978,559Liabilities 2013: $3,141,344Net Assets 2013: $34,837,2152013Assets 2014: $38,927,493Liabilities 2014: $2,306,598Net Assets 2014: $36,620,8952014Assets 2015: $37,772,948Liabilities 2015: $6,524,713Net Assets 2015: $31,248,2352015Assets 2016: $38,997,132Liabilities 2016: $6,160,066Net Assets 2016: $32,837,0662016Assets 2017: $42,425,670Liabilities 2017: $4,740,500Net Assets 2017: $37,685,1702017Assets 2018: $37,996,643Liabilities 2018: $4,107,500Net Assets 2018: $33,889,1432018Assets 2019: $41,854,230Liabilities 2019: $4,370,898Net Assets 2019: $37,483,3322019Assets 2020: $46,478,110Liabilities 2020: $3,280,000Net Assets 2020: $43,198,1102020Assets 2021: $50,622,304Liabilities 2021: $8,356,234Net Assets 2021: $42,266,0702021Assets 2022: $40,296,719Liabilities 2022: $7,833,295Net Assets 2022: $32,463,4242022Assets 2023: $43,583,913Liabilities 2023: $6,318,159Net Assets 2023: $37,265,7542023Assets 2024: $45,164,145Liabilities 2024: $5,649,050Net Assets 2024: $39,515,0952024

Highlighted filing

2023

Assets$43,583,913
Liabilities$6,318,159
Net Assets$37,265,754

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $612,4682010Expenses 2011: $760,0702011Expenses 2012: $1,084,0392012Revenue 2013: $8,590,040Expenses 2013: $3,092,478Net Income 2013: $5,497,5622013Revenue 2014: $2,006,335Expenses 2014: $813,622Net Income 2014: $1,192,7132014Revenue 2015: $1,595,760Expenses 2015: $5,715,906Net Income 2015: -$4,120,1462015Revenue 2016: $1,449,619Expenses 2016: $787,217Net Income 2016: $662,4022016Revenue 2017: $1,644,707Expenses 2017: $931,041Net Income 2017: $713,6662017Revenue 2018: $1,934,017Expenses 2018: $1,875,525Net Income 2018: $58,4922018Revenue 2019: $2,004,322Expenses 2019: $3,122,311Net Income 2019: -$1,117,9892019Revenue 2020: $1,943,100Expenses 2020: $1,342,786Net Income 2020: $600,3142020Revenue 2021: $3,999,336Expenses 2021: $7,080,928Net Income 2021: -$3,081,5922021Revenue 2022: $3,023,395Expenses 2022: $2,155,822Net Income 2022: $867,5732022Revenue 2023: $1,571,086Expenses 2023: $1,221,773Net Income 2023: $349,3132023Revenue 2024: $3,665,004Expenses 2024: $2,230,670Net Income 2024: $1,434,3342024

Highlighted filing

2023

Revenue$1,571,086
Expenses$1,221,773
Net Income$349,313
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 10, 2024
Return Version
2023v5.1
Gross Receipts
$3,125,504
Mission and Program Overview

Mission

The mission of the davis foundation in the central ohio community is to continue the philanthropic philosophy of william h. Davis, dorothy m. Davis and william c. Davis.during their lifetime, the davis family was generous to a number of deserving organizations with the ohio state university, william h. Davis alma mater, the largest beneficiary. The davis medical clinic, bill davis baseball stadium and a business school chair are several examples of the davis familiy osu contributions. The davis family supports education, healthcare and interests that serve the children of central ohio.

The foundation supports education, healthcare and childrens issues in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$33,031,568$37,050,942▲ $4,019,374
Investments Other Securities$5,799,598$5,627,791▼ $171,807
Other Notes and Loans Receivable, Net$905,747$799,424▼ $106,323
Savings and Temporary Cash Investments$513,412$49,920▼ $463,492
Prepaid Expenses and Deferred Charges$35,181$35,181→ $0
Accounts Receivable$11,213$20,655▲ $9,442
Total Assets$40,296,719$43,583,913▲ $3,287,194
Liabilities
Grants Payable$7,832,200$6,312,350▼ $1,519,850
Accounts Payable and Accrued Expenses$1,095$5,809▲ $4,714
Total Liabilities$7,833,295$6,318,159▼ $1,515,136
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$32,463,424$37,265,754▲ $4,802,330
Total Net Assets Fund Balance$32,463,424$37,265,754▲ $4,802,330
Total Liabilities and Net Assets / Fund Balance$40,296,719$43,583,913▲ $3,287,194

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,627,791--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jacquelyn L WellsChair/pres/trustee
James L NicholsVice Chair/treas/trustee
John C LucasVice Chair/treas/trustee
Ronald L Whisler MdVice President/trustee
Douglas F KridlerAsst Secretary/asst Treas/trustee
Chase P WellsTrustee/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$48
Program Service Revenue
$0
Investment Income
$1,596,034
Other Revenue
$-24,996
All Other Contributions
$48
Change in Net Assets
$349,313

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,578,698
Revenue Not Reported on Financial Statements
$-7,612
Revenue Not Reported on Form 990
$4,421,433
Other Revenue Adjustments
$-21,584
Total Revenue per Audited Statements
$6,000,131
Total Revenue per Form 990
$1,571,086
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,018,800
Other Expenses$202,973
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,018,800--$1,018,800
Fees for Services Legal-$109,839-$109,839
Fees for Services Management-$72,262-$72,262
Fees for Service Investment Mgmnt Fees-$13,972-$13,972
Fees for Services Accounting-$6,700-$6,700
Other Expenses-$200-$200
Total Functional Expenses$1,018,800$202,973$0$1,221,773

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,221,773
Expenses per Audited Statements$1,197,801
Total Expenses per Audited Statements$1,197,801
Expenses Not Reported on Financial Statements$23,972
Other Expense Adjustments$10,000
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Columbus FoundationColumbus, OH501c3Advancing Philanthropy$130,000
Canine Companions for IndependenceNew Albany, OH501c3Social Services$100,000
Lifecare AllianceColumbus, OH501c3Health$100,000
WildsCumberland, OH501c3Conservation$100,000
Ohio State University FoundationColumbus, OH501c3Health$59,000
Charitable Pharmacy of Central OhioColumbus, OH501c3Health$50,000
Habitat for Humanity MidohioColumbus, OH501c3Neighborhood$50,000
Kid Again IncDublin, OH501c3Health$50,000
Big Green Scholarship FoundationHuntington, WV501c3Education$30,000
2nd & 7 FoundationColumbus, OH501c3Education$25,000
Alvis IncColumbus, OH501c3Neighborhood$25,000
Flying Horse FarmsMt Gilead, OH501c3Health$25,000
Licking County Humane SocietyHeath, OH501c3Conservation$25,000
Reeb Avenue CenterColumbus, OH501c3Social Services$25,000
Star HouseColumbus, OH501c3Social Services$25,000
Ywca ColumbusColumbus, OH501c3Social Services$25,000
Heartland High SchoolColumbus, OH501c3Education$20,000
Lower Lights MinistriesColumbus, OH501c3Education$20,000
Columbus FoundationColumbus, OH501c3Advancing Philanthropy$15,000
Press Pro Scholarship EndowmentCovington, OH501c3Education$14,000
American Red Cross Central and SouthernColumbus, OH501c3Social Services$12,500
Cornerstone of HopeWesterville, OH501c3Health$10,000
Friends of the ConservatoryColumbus, OH501c3Conservation$10,000
Greater Columbus Sports FoundationColumbus, OH501c3Neighborhood$10,000
Leveling the Playing FieldWashington, DC501c3Neighborhood$10,000
Leveling the Playing FieldWashington, DC501c3Neighborhood$10,000
National Football Foundation and CollDublin, OH501c3Education$10,000
Ohio State University FoundationColumbus, OH501c3Neighborhood$10,000
Westerville Area Resource MinistryWesterville, OH501c3Social Services$10,000
PelotoniaColumbus, OH501c3Health$6,000
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
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

The foundation is invested in several limited partnerships. These partnerships are managed by davis & son, inc. John c. Lucas is the general partner as trustee of the william c. Davis trust, an investor in the limited partnerships in which the foundation is invested.

Form 990, Part VI, Section B, Line 11B

To facilitate the timely filing of the form 990, the return is not reviewed prior to its filing by all trustees. The return is, however, available for review at the next regularly scheduled board meeting as applicable. The return is also posted to a secure portal for viewing, and the return is also available upon request.

Form 990, Part VI, Section B, Line 12C

Annually, trustees are required, in writing, to confirm both their understanding of the foundation's conflict of interest policy, and that he/she is in compliance with it.

Form 990, Part VI, Section C, Line 18

The form 990 is available for public inspection upon request and via another's website, www.guidestar.org

Form 990, Part VI, Section C, Line 19

This organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
The William H Davis Dorothy M Davis
EIN
31-1372548
Phone
6142514000
Address
1234 EAST BROAD ST, COLUMBUS, OH 43205

Signing Officer

Name
Scott G Heitkamp
Title
Treasurer
Phone
6142514000
Signed
2024-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas F Kridler
Formed
1993
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Gbq Partners LLC
Address
230 WEST STREET SUITE 700, COLUMBUS, OH 43215
Preparer
Kathy M Moseley
Phone
6142211120
Supplemental Narrative

Additional Explanations

FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

The mission of the davis foundation in the central ohio community is to continue the philanthropic philosophy of william h. Davis, dorothy m. Davis and william c. Davis. During their lifetime, the davis family was generous to a number of deserving organizations with the ohio state university, william h. Davis alma mater, the largest beneficiary. The davis medical clinic, bill davis baseball stadium and a business school chair are several examples of the davis familiy osu contributions. The davis family supports education, healthcare and interests that serve the children of central ohio.

FORM 990, PART XI, LINE 9:

Book/tax difference on pass-through activity 21,584. Rescinded grants 10,000.

FORM 990, PART XII, LINE 2C:

The organization does not have a formal committee with specific duties to oversee the audit and the selection of the independent accountant. However, the foundation's financial statements are reviewed by the entire board of trustees either at a formal board meeting, or by means of an "actions without a meeting", or they are distributed to the board of trustees via e-mail or mail without a formal board meeting or "actions without a meeting". An officer of the foundation, either the treasurer or assistant treasurer, presents or e-mails or mails the audited financial statements. Similarly, any discussion regarding the selection and retention of the independent accountant is done at the board level. These processes remain unchanged from the prior year.

Financial Statement Notes

PART X, LINE 2:

Income taxes - the foundation is recognized as exempt from income tax under section 501(c)(3) of the internal revenue code, and therefore, has made no provision for federal, state, or local income tax in the accompanying financial statements. However, income from certain activities not directly related to the foundation's tax-exempt purpose is subject to taxation as unrelated business income. The foundation has adopted the provisions of the financial accounting standards board (fasb) accounting standards board (asc) relating to uncertain tax positions. Management has reviewed its current and past income tax positions and has determined, based on clear and unambiguous tax law and regulations, that the tax positions taken are certain and that there is no likelihood that a material tax assessment would be made if the respective government agency examined tax returns subject to audit. Accordingly, no provision for the effects of uncertain tax positions has been recorded.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Book/tax difference on pass-through activity -21,584.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

RESCINDED GRANTS 10,000.

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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/NetAssetsOrFundBalancesBOYAmt032463424
IRS990/NetAssetsOrFundBalancesEOYAmt037265754
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0733562
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0733562
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-24996
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-24996
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04421433
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt032463424
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt037265754
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt031584
IRS990/OtherExpensesGrp/Desc0FILING FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0200
IRS990/OtherExpensesGrp/TotalAmt0200
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0905747
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0799424
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt035181
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt035181
IRS990/PrincipalOfficerNm0DOUGLAS F KRIDLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0SOCIAL SERVICES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0204800
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0204800
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0ADVANCING PHILANTHROPY
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0145000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0145000
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CONSERVATION
IRS990/ProgSrvcAccomActyOtherGrp/Desc1EDUCATION
IRS990/ProgSrvcAccomActyOtherGrp/Desc2NEIGHBORHOOD
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0135000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1119000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt2115000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0135000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt1119000
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt2115000
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt20
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01989850
IRS990/PYInvestmentIncomeAmt02865249
IRS990/PYOtherExpensesAmt0165972
IRS990/PYOtherRevenueAmt0158146
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0867573
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02155822
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03023395
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0349313
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-24996
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0513412
IRS990/SavingsAndTempCashInvstGrp/EOYAmt049920
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0316044264
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0217262
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE COLUMBUS FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0217262
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt023972
IRS990ScheduleD/ExpensesSubtotalAmt01197801
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt013972
IRS990ScheduleD/InvestmentExpensesNotIncldAmt013972
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04421433
IRS990ScheduleD/OtherExpensesNotIncludedAmt010000
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-21584
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05627791
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED PARTNERSHIPS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt04421433
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-7612
IRS990ScheduleD/RevenueSubtotalAmt01578698
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME TAXES - THE FOUNDATION IS RECOGNIZED AS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND THEREFORE, HAS MADE NO PROVISION FOR FEDERAL, STATE, OR LOCAL INCOME TAX IN THE ACCOMPANYING FINANCIAL STATEMENTS. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE FOUNDATION HAS ADOPTED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS BOARD (ASC) RELATING TO UNCERTAIN TAX POSITIONS. MANAGEMENT HAS REVIEWED ITS CURRENT AND PAST INCOME TAX POSITIONS AND HAS DETERMINED, BASED ON CLEAR AND UNAMBIGUOUS TAX LAW AND REGULATIONS, THAT THE TAX POSITIONS TAKEN ARE CERTAIN AND THAT THERE IS NO LIKELIHOOD THAT A MATERIAL TAX ASSESSMENT WOULD BE MADE IF THE RESPECTIVE GOVERNMENT AGENCY EXAMINED TAX RETURNS SUBJECT TO AUDIT. ACCORDINGLY, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BOOK/TAX DIFFERENCE ON PASS-THROUGH ACTIVITY -21,584.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RESCINDED GRANTS 10,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt05627791
IRS990ScheduleD/TotalExpensesPerForm990Amt01221773
IRS990ScheduleD/TotalRevenuePerForm990Amt01571086
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06000131
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01197801
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt125000
IRS990ScheduleI/RecipientTable/CashGrantAmt212500
IRS990ScheduleI/RecipientTable/CashGrantAmt330000
IRS990ScheduleI/RecipientTable/CashGrantAmt4100000
IRS990ScheduleI/RecipientTable/CashGrantAmt550000
IRS990ScheduleI/RecipientTable/CashGrantAmt615000
IRS990ScheduleI/RecipientTable/CashGrantAmt7130000
IRS990ScheduleI/RecipientTable/CashGrantAmt810000
IRS990ScheduleI/RecipientTable/CashGrantAmt925000
IRS990ScheduleI/RecipientTable/CashGrantAmt1010000
IRS990ScheduleI/RecipientTable/CashGrantAmt1110000
IRS990ScheduleI/RecipientTable/CashGrantAmt1250000
IRS990ScheduleI/RecipientTable/CashGrantAmt1320000
IRS990ScheduleI/RecipientTable/CashGrantAmt1450000
IRS990ScheduleI/RecipientTable/CashGrantAmt1510000
IRS990ScheduleI/RecipientTable/CashGrantAmt1610000
IRS990ScheduleI/RecipientTable/CashGrantAmt1725000
IRS990ScheduleI/RecipientTable/CashGrantAmt18100000
IRS990ScheduleI/RecipientTable/CashGrantAmt1920000
IRS990ScheduleI/RecipientTable/CashGrantAmt2010000
IRS990ScheduleI/RecipientTable/CashGrantAmt2159000
IRS990ScheduleI/RecipientTable/CashGrantAmt2210000
IRS990ScheduleI/RecipientTable/CashGrantAmt236000
IRS990ScheduleI/RecipientTable/CashGrantAmt2414000
IRS990ScheduleI/RecipientTable/CashGrantAmt2525000
IRS990ScheduleI/RecipientTable/CashGrantAmt2625000
IRS990ScheduleI/RecipientTable/CashGrantAmt2710000
IRS990ScheduleI/RecipientTable/CashGrantAmt28100000
IRS990ScheduleI/RecipientTable/CashGrantAmt2925000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc18501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc19501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc20501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc21501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc22501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc23501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc24501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc25501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc26501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc27501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc28501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc29501C3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt100
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt110
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt120
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt130
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt140
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt150
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt160
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt170
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt180
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt190
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt200
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt210
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt220
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt230
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt240
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt250
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt260

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.2$5.65$39.5$3.67$2.23$1.43
2023Detailed filing. Detailed filing data is available for this year.$43.6$6.32$37.3$1.57$1.22$0.35
2022Detailed filing. Detailed filing data is available for this year.$40.3$7.83$32.5$3.02$2.16$0.87
2021Detailed filing. Detailed filing data is available for this year.$50.6$8.36$42.3$4.00$7.08$3.08
2020Detailed filing. Detailed filing data is available for this year.$46.5$3.28$43.2$1.94$1.34$0.60
2019Detailed filing. Detailed filing data is available for this year.$41.9$4.37$37.5$2.00$3.12$1.12
2018Detailed filing. Detailed filing data is available for this year.$38.0$4.11$33.9$1.93$1.88$0.06
2017Detailed filing. Detailed filing data is available for this year.$42.4$4.74$37.7$1.64$0.93$0.71
2016Detailed filing. Detailed filing data is available for this year.$39.0$6.16$32.8$1.45$0.79$0.66
2015Detailed filing. Detailed filing data is available for this year.$37.8$6.52$31.2$1.60$5.72$4.12
2014Detailed filing. Detailed filing data is available for this year.$38.9$2.31$36.6$2.01$0.81$1.19
2013Detailed filing. Detailed filing data is available for this year.$38.0$3.14$34.8$8.59$3.09$5.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.7$1.36$32.4$1.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.1$2.10$30.0$0.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.2$2.85$31.3$0.61