George H Davis Trust FBO Employees First Natl Bk of Kansas City

990PF • Fiscal year 2024 • EIN 44-6008748

Jan 01, 2024 to Dec 31, 2024 • Filed on Mar 27, 2025

Organization Profile

PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

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

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

-146%

Higher net margin than 6% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

$2,136

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 61.7% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

-5.3%

Faster asset growth than 37% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

-40%

Faster revenue growth than 14% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets61st percentile

Assets

Down

$89,135

Down $5,032 (-5.3%) from 2023

Net Assets

Down

$89,135

Down $5,032 (-5.3%) from 2023

Liabilities

Flat

Flat from 2023

Revenue And Expenses

Liabilities / Revenue62nd percentile Net Margin6th percentile

Revenue

Down

$3,460

Down $2,329 (-40%) from 2023

Expenses

$8,506

Up $666 (+8.5%) from 2023

Net Income

Down

-$5,046

Down $2,995 (-146%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

Highlighted filing

2024

Assets$89,135

Liabilities$0

Net Assets$89,135

Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

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

Highlighted filing

2024

Revenue$3,460

Expenses$8,506

Net Income-$5,046

Open 2024 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Mar 27, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BANK OF AMERICA	Trustee	-	$2,136	-	$2,136

Filing and Contact Details

Filer

Filer Name: George H Davis Charitable Trust
EIN: 44-6008748
Phone: 8888663275
Address: PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name: Bank of America N a
Title: Managing Director
Phone: 8888663275
Signed: 2025-03-27

Raw XML Appendix352 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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AccountingFeesSchedule/AccountingFeesDetail/Amt	0	1250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TAX PREPARATION FEE - BOA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	750
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc	0	PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt	0	FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt	0	THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	5370
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	6689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	5	17886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	6	3824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	7	8643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	8	2086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	9	8131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	10	2235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	11	2534
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	19	2000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	18	1701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	19	1922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	20	2646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	922042858 VANGUARD FTSE EMERGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	464288687 ISHARES PREFERRED &
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	18	258620566 DOUBLELINE TOTAL RET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	19	27826A730 EATON VANCE FLOATING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	20	38147X325 GOLDMAN SACHS ABSOLU
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	BANK OF AMERICA NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8888663275
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	747
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	3783
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	514
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	UNRESTRICTED GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	MAAINTENANCE, BENEVOLENCE,
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	UNRESTRICTED GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	CHRIST PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	CENTRAL PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	NORTHEAST COMMUNITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 30300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	3501 CAMPBELL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO BOX 30300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	64112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	64109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	64112
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	5044
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	6386
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	12
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	7543
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	6398
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	1157
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	12
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	49
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	ROC ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	61
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	2
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	MUTUAL FUND ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	ROUNDING
TaxesSchedule/TaxesDetail/Amt	0	33
TaxesSchedule/TaxesDetail/Amt	1	27
TaxesSchedule/TaxesDetail/Amt	2	16
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAX ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	27
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	16
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	GEORGE H DAVIS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	DAVI
ReturnHeader/Filer/EIN	0	446008748
ReturnHeader/Filer/PhoneNum	0	8888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm	0	DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/ReturnTs	0	2025-03-27T12:04:23-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $89,135
Liabilities: $0
Net assets: $89,135
Revenue: $3,460
Expenses: $8,506
Net income: -$5,046

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.89	$0.00	$0.89	$0.03	$0.09	$0.05
2023Detailed filing. Detailed filing data is available for this year.	$0.94	$0.00	$0.94	$0.06	$0.08	$0.02
2022Detailed filing. Detailed filing data is available for this year.	$0.96	$0.00	$0.96	$0.07	$0.09	$0.02
2021Detailed filing. Detailed filing data is available for this year.	$0.98	$0.00	$0.98	$0.03	$0.09	$0.06
2020Detailed filing. Detailed filing data is available for this year.	$1.04	$0.00	$1.04	$0.04	$0.10	$0.06
2019Detailed filing. Detailed filing data is available for this year.	$1.10	$0.00	$1.10	$0.05	$0.09	$0.05
2018Detailed filing. Detailed filing data is available for this year.	$1.15	$0.00	$1.15	$0.05	$0.10	$0.05
2017Detailed filing. Detailed filing data is available for this year.	$1.20	$0.00	$1.20	$0.04	$0.10	$0.06
2016Detailed filing. Detailed filing data is available for this year.	$1.26	$0.00	$1.26	$0.03	$0.09	$0.07
2015Detailed filing. Detailed filing data is available for this year.	$1.34	$0.00	$1.34	$0.03	$0.15	$0.12
2014Detailed filing. Detailed filing data is available for this year.	$1.45	$0.00	$1.45	$0.17	$0.09	$0.08
2013Summary only. Only limited summary data is available for this year.	$1.36	$0.00		$0.11	$0.08	$0.04
2012Summary only. Only limited summary data is available for this year.	$1.33	$0.00		$0.05	$0.08	$0.04
2011Summary only. Only limited summary data is available for this year.	$1.36	$0.00		$0.05	$0.08	$0.03