Civic Intelligence

Jeff & Nada Mae Davis Charitable Foundation Wells Fargo Bank

990PF • Fiscal year 2014 • EIN 73-1652786

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

1 W 4th St Mac D4000-041Winstonsalem, NC 27101

(704) 590-2828

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

87th percentile

48%

Higher net margin than 87% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

85th percentile

20%

Faster asset growth than 85% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

55th percentile

5.7%

Faster revenue growth than 55% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Up

$6,307,449

Up $1,040,464 (+20%) from 2013

Net Assets

Up

$6,307,449

Up $1,040,464 (+20%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$2,153,192

Up $116,781 (+5.7%) from 2013

Expenses

Up

$1,112,727

Up $462,027 (+71%) from 2013

Net Income

Down

$1,040,465

Down $345,246 (-25%) from 2013

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $2,384,325Liabilities 2011: $02011Assets 2012: $3,881,275Liabilities 2012: $0Net Assets 2012: $3,881,2752012Assets 2013: $5,266,985Liabilities 2013: $0Net Assets 2013: $5,266,9852013Assets 2014: $6,307,449Liabilities 2014: $0Net Assets 2014: $6,307,4492014Assets 2015: $6,507,100Liabilities 2015: $0Net Assets 2015: $6,507,1002015Assets 2016: $6,633,854Liabilities 2016: $0Net Assets 2016: $6,633,8542016Assets 2017: $22,249,301Liabilities 2017: $0Net Assets 2017: $22,249,3012017Assets 2018: $22,203,608Liabilities 2018: $0Net Assets 2018: $22,203,6082018Assets 2019: $22,053,767Liabilities 2019: $02019Assets 2020: $21,715,429Liabilities 2020: $0Net Assets 2020: $21,715,4292020Assets 2021: $24,354,009Liabilities 2021: $0Net Assets 2021: $24,354,0092021Assets 2022: $23,913,386Liabilities 2022: $0Net Assets 2022: $23,913,3862022Assets 2023: $23,343,120Liabilities 2023: $0Net Assets 2023: $23,343,1202023Assets 2024: $24,893,551Liabilities 2024: $0Net Assets 2024: $24,893,5512024

Highlighted filing

2014

Assets$6,307,449
Liabilities$0
Net Assets$6,307,449

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $1,250,397Expenses 2011: $373,610Net Income 2011: $876,7872011Expenses 2012: $613,4212012Revenue 2013: $2,036,411Expenses 2013: $650,700Net Income 2013: $1,385,7112013Revenue 2014: $2,153,192Expenses 2014: $1,112,727Net Income 2014: $1,040,4652014Revenue 2015: $1,035,518Expenses 2015: $835,868Net Income 2015: $199,6502015Revenue 2016: $996,779Expenses 2016: $870,024Net Income 2016: $126,7552016Revenue 2017: $17,897,657Expenses 2017: $2,282,211Net Income 2017: $15,615,4462017Revenue 2018: $841,101Expenses 2018: $886,794Net Income 2018: -$45,6932018Revenue 2019: $1,119,169Expenses 2019: $1,178,607Net Income 2019: -$59,4382019Revenue 2020: $996,504Expenses 2020: $1,374,781Net Income 2020: -$378,2772020Revenue 2021: $4,080,249Expenses 2021: $1,419,922Net Income 2021: $2,660,3272021Revenue 2022: $1,893,031Expenses 2022: $2,416,395Net Income 2022: -$523,3642022Revenue 2023: $1,144,963Expenses 2023: $1,502,363Net Income 2023: -$357,4002023Revenue 2024: $2,973,566Expenses 2024: $1,402,548Net Income 2024: $1,571,0182024

Highlighted filing

2014

Revenue$2,153,192
Expenses$1,112,727
Net Income$1,040,465
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 13, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Jeff & Nada Mae Davis Charitable
EIN
73-1652786
Phone
7045902828
Address
1 W 4TH ST MAC D4000-041, WINSTONSALEM, NC 27101

Signing Officer

Name
Stacey R Ashton
Title
Trustee
Phone
7045902828
Signed
2015-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Buckner & Tilley Pc
Address
705 N LORAINE ST, MIDLAND, TX 79701
Preparer
Laura a Buckner
Phone
4326875577
Raw XML Appendix357 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt09783
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE OBLIGATIONS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01710207
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01682570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02496588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02866244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCK
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01040465
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02525898
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03686
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0214986
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01834691
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0233627
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01791428
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt021724
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt086896
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02680
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt048639
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0755489
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0310984
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01112727
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02145675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02153192
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt021724
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0310984
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0378962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01436433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1874479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt017271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1183653
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt017271
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0214986
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01040465
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06307450
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0620551
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0620551
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0638898
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01487516
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt06406075
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0D4000-041
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WINSTONSALEM
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IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0IFS FIDUCIARY SERVICE 1 W 4TH ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0MAC D4000-041
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINSTONSALEM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07045902828
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0733765
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MIDLAND MEMORIAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SEC. 509(A)(2)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02200 WEST ILLINOIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MIDLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd079701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0733765
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0620551
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0126765
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0620551
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08173
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08173
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0755489
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08173
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08173
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0126765
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04689
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1975168
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OIL AND GAS ROYALTY INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ALTERNATIVE INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04689
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11319860
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt06406075
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt11359262
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RENT AND ROYALTY EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS ROYALTY EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3NONDEDUCTIBLE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0127997
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1105477
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt224
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0127997
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1105477
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt224
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3129
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01585260
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1206168
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ROYALTY INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MISC. INCOME - LEASE BONUS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01585260
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1206168
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01585260
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1206168
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt086896
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt021724
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt065023
TaxesSchedule/TaxesDetail/Amt045959
TaxesSchedule/TaxesDetail/Amt12680
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12680
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY R ASHTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07045902828
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEFF & NADA MAE DAVIS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION WELLS FARGO BANK
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0731652786
ReturnHeader/Filer/PhoneNum07045902828
ReturnHeader/Filer/USAddress/AddressLine1Txt01 W 4TH ST MAC D4000-041
ReturnHeader/Filer/USAddress/CityNm0WINSTONSALEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204071508
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUCKNER & TILLEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0705 N LORAINE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd079701
ReturnHeader/PreparerPersonGrp/PhoneNum04326875577
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA A BUCKNER
ReturnHeader/ReturnTs02015-11-13T10:17:50-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.9$0.00$24.9$2.97$1.40$1.57
2023Detailed filing. Detailed filing data is available for this year.$23.3$0.00$23.3$1.14$1.50$0.36
2022Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$1.89$2.42$0.52
2021Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$4.08$1.42$2.66
2020Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$1.00$1.37$0.38
2019Summary only. Only limited summary data is available for this year.$22.1$0.00$1.12$1.18$0.06
2018Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$0.84$0.89$0.05
2017Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$17.9$2.28$15.6
2016Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$1.00$0.87$0.13
2015Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$1.04$0.84$0.20
2014Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$2.15$1.11$1.04
2013Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$2.04$0.65$1.39
2012Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.61
2011Summary only. Only limited summary data is available for this year.$2.38$0.00$1.25$0.37$0.88