Civic Intelligence

H C Davis Fund

990PF • Fiscal year 2012 • EIN 74-6050406

Jan 01, 2012 to Dec 31, 2012 • Filed on May 10, 2013

Organization Profile
PO Box 70146578270
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

28th percentile

-3.7%

Faster asset growth than 28% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$650,256

Down $25,078 (-3.7%) from 2011

Net Assets

Down

$650,256

Down $25,078 (-3.7%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$27,113

Down $15,607 (-37%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$800K$600K$400K$200K$0Assets 2010: $712,342Liabilities 2010: $0Net Assets 2010: $712,3422010Assets 2011: $675,334Liabilities 2011: $0Net Assets 2011: $675,3342011Assets 2012: $650,256Liabilities 2012: $0Net Assets 2012: $650,2562012Assets 2013: $604,209Liabilities 2013: $0Net Assets 2013: $604,2092013Assets 2014: $592,288Liabilities 2014: $0Net Assets 2014: $592,2882014Assets 2015: $596,874Liabilities 2015: $0Net Assets 2015: $596,8742015Assets 2016: $589,666Liabilities 2016: $0Net Assets 2016: $589,6662016Assets 2017: $590,713Liabilities 2017: $0Net Assets 2017: $590,7132017Assets 2018: $587,179Liabilities 2018: $0Net Assets 2018: $587,1792018Assets 2019: $587,091Liabilities 2019: $0Net Assets 2019: $587,0912019Assets 2020: $568,016Liabilities 2020: $0Net Assets 2020: $568,0162020Assets 2021: $556,146Liabilities 2021: $0Net Assets 2021: $556,1462021Assets 2022: $551,908Liabilities 2022: $0Net Assets 2022: $551,9082022Assets 2023: $529,834Liabilities 2023: $12023Assets 2024: $541,960Liabilities 2024: $0Net Assets 2024: $541,9602024

Highlighted filing

2012

Assets$650,256
Liabilities$0
Net Assets$650,256
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$50K$0-$50KExpenses 2010: $16,1342010Expenses 2011: $42,7202011Expenses 2012: $27,1132012Revenue 2013: $1,445Expenses 2013: $47,492Net Income 2013: -$46,0472013Revenue 2014: $6,410Expenses 2014: $18,331Net Income 2014: -$11,9212014Revenue 2015: $5,561Expenses 2015: $975Net Income 2015: $4,5862015Revenue 2016: $2,250Expenses 2016: $9,458Net Income 2016: -$7,2082016Revenue 2017: $4,954Expenses 2017: $3,907Net Income 2017: $1,0472017Revenue 2018: $9,956Expenses 2018: $13,490Net Income 2018: -$3,5342018Revenue 2019: $9,053Expenses 2019: $9,141Net Income 2019: -$882019Revenue 2020: $9,483Expenses 2020: $28,558Net Income 2020: -$19,0752020Revenue 2021: $16,516Expenses 2021: $28,386Net Income 2021: -$11,8702021Revenue 2022: $7,386Expenses 2022: $11,624Net Income 2022: -$4,2382022Revenue 2023: -$2,437Expenses 2023: $19,637Net Income 2023: -$22,0742023Revenue 2024: $13,952Expenses 2024: $1,826Net Income 2024: $12,1262024

Highlighted filing

2012

Revenue-
Expenses$27,113
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 10, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STUART H SIMMSDirector-$0--
BEN LINDUFFDirector-$0--
STEVEN D WHITEDirector-$0--
RON HAVENSDirector-$0--
DENNIS LAFFERTYDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-NEEDY MASONNONESAN ANTONIO, TX, US$19,500
Paid Grant-NEEDY MASONNONESAN ANTONIO, TX, US$7,000
Filing and Contact Details

Filer

EIN
74-6050406
Raw XML Appendix269 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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CompensationExplanation/Compensation/PersonName1BEN LINDUFF
CompensationExplanation/Compensation/PersonName2STEVEN D WHITE
CompensationExplanation/Compensation/PersonName3RON HAVENS
CompensationExplanation/Compensation/PersonName4DENNIS LAFFERTY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue098797
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1329056
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AMERIPRISE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1MERRILL LYNCH
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-25078
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-25078
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0650256
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0675334
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0650256
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted031881
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj031881
IRS990PF/DistributableAmount/DistributableAmountBeforeDed031881
IRS990PF/DistributableAmount/MinimumInvestmentReturn031922
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome041
IRS990PF/DistributableAmount/TotalTax041
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax041
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal041
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome041
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue041
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0639162
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0648164
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0227454
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0413756
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable09722
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets06954
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn031922
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0638442
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0648164
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition41.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0STUART H SIMMS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1BEN LINDUFF
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2STEVEN D WHITE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3RON HAVENS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4DENNIS LAFFERTY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine108800 STARCREST 215
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11334 WEATHERCOCK LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine124418 EVENING SHADOW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13147 MOUNT RIDGE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14108 BRICKELL RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SAN ANTONIO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WINDCREST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2BULVERDE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3SAN ANTONIO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4MARION
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode078217
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode178239
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode278163
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode378228
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode478124
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0true
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions027113
IRS990PF/QualifyingDistributions/ExpensesAndContributions027113
IRS990PF/QualifyingDistributions/QualifyingDistributions027113
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0ROBERT JETT
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02106022673
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 701465
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SAN ANTONIO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode078270
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0TX
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10CARE OF NEEDY MASONS
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IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ROBERT JETT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber02106022673
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 701465
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0SAN ANTONIO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode078270
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NEEDY MASONS IN BEXAR COUNTY, TX
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0AS NEEDED.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount019500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount17000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0NEEDY MASON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1NEEDY MASON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0CHRISTOPHER JETT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1HENRY S BEZRUCIK
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101706 FARWELL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine116510 FALCONS HEIGHT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SAN ANTONIO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SAN ANTONIO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TX
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear027113
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted031881
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear109650
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2013500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus04768
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY04768
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear018382
IRS990PF/UndistributedIncome/ExcessFromYear109650
IRS990PF/UndistributedIncome/ExcessFromYear208732
IRS990PF/UndistributedIncome/QualifyingDistributions027113
IRS990PF/UndistributedIncome/TotalCorpus018382
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover023150
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherAssetsSchedule/OtherAssets/BOYBookValue06954
OtherAssetsSchedule/OtherAssets/Description0MINERAL INTEREST
OtherAssetsSchedule/OtherAssets/EOYBookValue06954
OtherAssetsSchedule/OtherAssets/EOYFMV06954
TaxesSchedule/Taxes/Amount0113
TaxesSchedule/Taxes/Category0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/Taxes/DisbursementsCharitablePrps0113
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0746050406
ReturnHeader/Filer/Name/BusinessNameLine10HC DAVIS FUND
ReturnHeader/Filer/NameControl0HCDA
ReturnHeader/Filer/Phone02106022673
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 701465
ReturnHeader/Filer/USAddress/City0SAN ANTONIO
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078270
ReturnHeader/Officer/DateSigned02013-05-10
ReturnHeader/Officer/Name0ROBERT L JETT
ReturnHeader/Officer/Phone02106022673
ReturnHeader/Officer/Title0ADMINISTRATOR
ReturnHeader/Preparer/DatePrepared02013-05-08
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10STEVEN G PENCHAN PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101045 CENTRAL PKWY N STE 102
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN ANTONIO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0782325024
ReturnHeader/Preparer/Name0STEVEN G PENCHAN
ReturnHeader/Preparer/Phone02106410850
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T11:33:12-05:00

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$650,256
Liabilities
$0
Net assets
$650,256
Revenue
-
Expenses
$27,113
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.14$0.02$0.12
2023Summary only. Only limited summary data is available for this year.$5.30$0.00$0.02$0.20$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$0.07$0.12$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$0.00$5.56$0.17$0.28$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.68$0.00$5.68$0.09$0.29$0.19
2019Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.09$0.09$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.10$0.13$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$0.00$5.91$0.05$0.04$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.00$5.90$0.02$0.09$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.06$0.01$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.06$0.18$0.12
2013Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.01$0.47$0.46
2012Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.27
2011Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.43
2010Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.16