Richard & Rosalee C Davison Foundation Inc.

990PF • Fiscal year 2020 • EIN 52-1348965

Aug 01, 2019 to Jul 31, 2020 • Filed on Sep 06, 2020

Organization Profile

1233 W Mount Royal AveBaltimore, MD 21217-4133

(410) 727-4586

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.

2020 filings • $1M-$5M nonprofits • Source year 2020

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

12%

Higher net margin than 61% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

0.9%

Faster asset growth than 42% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

21%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets30th percentile

Assets

$1,594,264

Up $14,760 (+0.9%) from 2019

Net Assets

$1,594,264

Up $14,760 (+0.9%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin61st percentile

Revenue

$125,260

Up $21,413 (+21%) from 2019

Expenses

$110,500

Up $60,450 (+121%) from 2019

Net Income

Down

$14,760

Down $39,037 (-73%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

Highlighted filing

2020

Assets$1,594,264

Liabilities$0

Net Assets$1,594,264

Open 2020 Filing

Operations Trend

Revenue Growth75th percentile

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

Highlighted filing

2020

Revenue$125,260

Expenses$110,500

Net Income$14,760

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Aug 1, 2019 to Jul 31, 2020
Signed: Sep 6, 2020
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay44th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Richard Davison	President/Treasurer	PT	$0	-	-
Rosalee C Davison	Vice President/Secretary	PT	$0	-	-

Filing and Contact Details

Filer

Filer Name: Richard & Rosalee C Davison Foundation
EIN: 52-1348965
Phone: 4107274586
Address: 1233 W Mount Royal Ave, Baltimore, MD 21217-4133

Signing Officer

Name: Richard Davison
Title: President/Treasurer
Phone: 4107274586
Signed: 2020-09-06
Discuss with paid preparer: Yes

Preparer

Firm: Mt Royal Management Company LLP
Address: 1233 W Mount Royal Ave, Baltimore, MD 21217-4133
Preparer: Beth-Ann Blatnick
Phone: 4107274586

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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Richard Davison
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Rosalee C Davison
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President/Treasurer
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	Mr and Mrs Richard Davison
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Richard Davison
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	Rosalee C Davison
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	religious
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	cultural
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	civic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	religious
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	The Associated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Baltimore Symphony Orchestra
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	Lifebridge Health
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	National Aquarium
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	Talmudical Academy of Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	101 W Mount Royal Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1212 Cathedral St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	2401 West Belvedere Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	501 East Pratt St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	4445 Old Court Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	Baltimore
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	21201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	21201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	212155271
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	212023194
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	212082795
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	107500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	77330
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	77330
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	277757
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	518654
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	732506
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	678975
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	678975
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1559087
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	30170
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	277757
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	518654
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	732506
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	107500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	30170
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	2238062
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2207892
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	1249947
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	1	50002
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Life insurance csv
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	Loan receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1303448
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	33336
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	1303448
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	1	33336
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	69259
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	53500
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Hidden Valley K-1 income
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	Life insurance c.s.v. increase
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	69259
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	0
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	69259
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	53500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	3000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Management/investment fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	3000
ReturnHeader/BuildTS	0	2020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Richard Davison
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President/Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4107274586
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Richard & Rosalee C Davison Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	Inc
ReturnHeader/Filer/BusinessNameControlTxt	0	RICH
ReturnHeader/Filer/EIN	0	521348965
ReturnHeader/Filer/PhoneNum	0	4107274586
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1233 W Mount Royal Ave
ReturnHeader/Filer/USAddress/CityNm	0	Baltimore
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MD
ReturnHeader/Filer/USAddress/ZIPCd	0	212174133
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	31F882EDD6D41780EFFD12415CD5FE66A795F94F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	31F882EDD6D41780EFFD12415CD5FE66A795F94F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	100.20.19.230
ReturnHeader/FilingSecurityInformation/IPDt	0	2020-09-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ED
ReturnHeader/FilingSecurityInformation/IPTm	0	17:50:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	521065079
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Mt Royal Management Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1233 W Mount Royal Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Baltimore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	212174133
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4107274586
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2020-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Beth-Ann Blatnick
ReturnHeader/ReturnTs	0	2020-09-08T15:37:30-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-08-01
ReturnHeader/TaxPeriodEndDt	0	2020-07-31
ReturnHeader/TaxYr	0	2019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,594,264
Liabilities: $0
Net assets: $1,594,264
Revenue: $125,260
Expenses: $110,500
Net income: $14,760

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$9.82	$0.00	$9.82	$8.45	$0.50	$7.95
2024Detailed filing. Detailed filing data is available for this year.	$1.86	$0.00	$1.86	$0.16	$0.60	$0.45
2023Detailed filing. Detailed filing data is available for this year.	$2.31	$0.00	$2.31	$0.54	$0.07	$0.47
2022Detailed filing. Detailed filing data is available for this year.	$1.84	$0.00	$1.84	$0.17	$0.06	$0.10
2021Detailed filing. Detailed filing data is available for this year.	$1.74	$0.00	$1.74	$0.16	$0.02	$0.14
2020Detailed filing. Detailed filing data is available for this year.	$1.59	$0.00	$1.59	$0.13	$0.11	$0.01
2019Detailed filing. Detailed filing data is available for this year.	$1.58	$0.00	$1.58	$0.10	$0.05	$0.05
2018Detailed filing. Detailed filing data is available for this year.	$1.53	$0.00	$1.53	$0.30	$0.34	$0.04
2016Detailed filing. Detailed filing data is available for this year.	$1.93	$0.00	$1.93	$1.21	$0.85	$0.36
2015Detailed filing. Detailed filing data is available for this year.	$1.57	$0.00	$1.57	$1.04	$0.76	$0.27
2014Detailed filing. Detailed filing data is available for this year.	$1.30	$0.00	$1.30	$0.82	$0.89	$0.08
2013Detailed filing. Detailed filing data is available for this year.	$1.37	$0.00	$1.37		$0.80
2012Detailed filing. Detailed filing data is available for this year.	$1.33	$0.00	$1.33		$0.66
2011Detailed filing. Detailed filing data is available for this year.	$1.20	$0.00	$1.20		$0.67
2010Detailed filing. Detailed filing data is available for this year.	$1.24	$0.00	$1.24		$0.56