Civic Intelligence

The Milton & Libbey Davis Foundation Inc

990PF • Fiscal year 2017 • EIN 52-2203089

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

502 Washington Ave 8th FloorTowson, MD 21204

(410) 321-0600

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

62nd percentile

7.6%

Faster asset growth than 62% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-55%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$341,282

Up $24,075 (+7.6%) from 2016

Net Assets

Up

$341,282

Up $24,075 (+7.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$33,314

Down $40,453 (-55%) from 2016

Expenses

Down

$9,239

Down $21,126 (-70%) from 2016

Net Income

Down

$24,075

Down $19,327 (-45%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $455,218Liabilities 2011: $02011Assets 2012: $395,327Liabilities 2012: $0Net Assets 2012: $395,3272012Assets 2013: $355,588Liabilities 2013: $0Net Assets 2013: $355,5882013Assets 2014: $299,003Liabilities 2014: $0Net Assets 2014: $299,0032014Assets 2015: $273,805Liabilities 2015: $0Net Assets 2015: $273,8052015Assets 2016: $317,207Liabilities 2016: $0Net Assets 2016: $317,2072016Assets 2017: $341,282Liabilities 2017: $0Net Assets 2017: $341,2822017Assets 2018: $325,779Liabilities 2018: $0Net Assets 2018: $325,7792018Assets 2019: $297,117Liabilities 2019: $0Net Assets 2019: $297,1172019Assets 2020: $269,843Liabilities 2020: $0Net Assets 2020: $269,8432020Assets 2021: $288,426Liabilities 2021: $0Net Assets 2021: $288,4262021Assets 2022: $317,661Liabilities 2022: $0Net Assets 2022: $317,6612022Assets 2023: $279,032Liabilities 2023: $0Net Assets 2023: $279,0322023Assets 2024: $238,910Liabilities 2024: $0Net Assets 2024: $238,9102024

Highlighted filing

2017

Assets$341,282
Liabilities$0
Net Assets$341,282

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $22,648Expenses 2011: $68,087Net Income 2011: -$45,4392011Expenses 2012: $83,0132012Revenue 2013: $31,392Expenses 2013: $71,131Net Income 2013: -$39,7392013Revenue 2014: $37,873Expenses 2014: $94,458Net Income 2014: -$56,5852014Revenue 2015: $30,954Expenses 2015: $56,152Net Income 2015: -$25,1982015Revenue 2016: $73,767Expenses 2016: $30,365Net Income 2016: $43,4022016Revenue 2017: $33,314Expenses 2017: $9,239Net Income 2017: $24,0752017Revenue 2018: $16,025Expenses 2018: $31,528Net Income 2018: -$15,5032018Revenue 2019: $5,479Expenses 2019: $34,141Net Income 2019: -$28,6622019Revenue 2020: $21,935Expenses 2020: $49,209Net Income 2020: -$27,2742020Revenue 2021: $49,695Expenses 2021: $31,112Net Income 2021: $18,5832021Revenue 2022: $78,108Expenses 2022: $51,073Net Income 2022: $27,0352022Revenue 2023: $6,971Expenses 2023: $45,600Net Income 2023: -$38,6292023Revenue 2024: $10,642Expenses 2024: $50,764Net Income 2024: -$40,1222024

Highlighted filing

2017

Revenue$33,314
Expenses$9,239
Net Income$24,075
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN J DAVISDirector & Vice-$0--
MARCIA CASTLEMANDirector-$0--
MAYER GUTTMANDirector & Pres-$0--
Filing and Contact Details

Filer

Filer Name
The Milton & Libbey Davis Foundation Inc
EIN
52-2203089
Phone
4103210600
Address
502 WASHINGTON AVE 8TH FLOOR, TOWSON, MD 21204

Signing Officer

Name
Mayer Guttman
Title
Director
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Wancowicz & Associates PA
Address
11350 McCormick Rd Ste 406 EP 3, Hunt Valley, MD 21031
Preparer
James S Wancowicz
Phone
4107716510
Raw XML AppendixShowing 400 of 414 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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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt037626
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt032431
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt032431
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0317207
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0341282
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0459125
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0317207
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0341282
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0317207
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0341282
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0442164
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0442164
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06632
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt021777
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0435532
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0442164
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KAREN J DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARCIA CASTLEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MAYER GUTTMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR & VICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR & PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0502 WASHINGTON AVE 8TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1502 WASHINGTON AVE 8TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2502 WASHINGTON AVE 8TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TOWSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TOWSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TOWSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd021204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd121204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd221204
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt054491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt054732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt022250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt047000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt084800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt060600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt076500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.125113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.10978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.18388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.12422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.15486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0435532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0421113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0428139
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0461183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0487855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0493993
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.625565
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0502 WASHINGTON AVE 8TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TOWSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd021204
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MAYER GUTTMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum04103210600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTERS INCLUDING REASONS AND DOCUMENTATION OF ACTIVITIES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MAYER GUTTMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04103210600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0502 WASHINGTON AVE 8TH FLOOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TOWSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd021204
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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/DistributableAsAdjustedAmt021295
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt021295
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02507
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt026029
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt062305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt036624
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt052134
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt021295
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt030839
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0127465
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02507
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt026029
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt062305
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt036624
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0158304
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0179599
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt02000
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEVIN & GANN PA
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt14370
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1RBC WEALTH MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14370
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt036
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14370
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01313
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1420
TaxesSchedule/TaxesDetail/Amt01313
TaxesSchedule/TaxesDetail/Amt1420
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01313
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1420
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAYER GUTTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MILTON & LIBBEY DAVIS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0522203089
ReturnHeader/Filer/PhoneNum04103210600
ReturnHeader/Filer/USAddress/AddressLine1Txt0502 WASHINGTON AVE 8TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0TOWSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.11$0.51$0.40
2023Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.07$0.46$0.39
2022Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.78$0.51$0.27
2021Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.50$0.31$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.22$0.49$0.27
2019Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.05$0.34$0.29
2018Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.16$0.32$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.33$0.09$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.74$0.30$0.43
2015Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.31$0.56$0.25
2014Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.38$0.94$0.57
2013Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.31$0.71$0.40
2012Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.83
2011Summary only. Only limited summary data is available for this year.$4.55$0.00$0.23$0.68$0.45