Davidson-Rogovein Charitable Trust

990PF • Fiscal year 2022 • EIN 76-6119705

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 29, 2023

Organization Profile

12090 N Thornydale Rd PMB 110-212Marana, AZ 85658

(520) 744-7646

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.

2022 filings • <$500k nonprofits • Source year 2022

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

89%

Higher net margin than 96% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

8.0%

Faster asset growth than 65% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

-16%

Faster revenue growth than 28% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets59th percentile

Assets

$51,394

Up $3,800 (+8.0%) from 2021

Net Assets

$51,394

Up $3,800 (+8.0%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin96th percentile

Revenue

Down

$4,263

Down $809 (-16%) from 2021

Expenses

Down

$463

Down $243 (-34%) from 2021

Net Income

Down

$3,800

Down $566 (-13%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

Highlighted filing

2022

Assets$51,394

Liabilities$0

Net Assets$51,394

Open 2022 Filing

Operations Trend

Revenue Growth28th percentile

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

Highlighted filing

2022

Revenue$4,263

Expenses$463

Net Income$3,800

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Mar 29, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Larry J Rogovein	Trustee	-	$0	-	-
Melanie D Rogovein	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Davidson-Rogovein Charitable Trust
EIN: 76-6119705
In Care Of: % Larry J Rogovein
Phone: 5207447646
Address: 12090 N Thornydale Rd PMB 110-212, Marana, AZ 85658

Signing Officer

Name: Larry J Rogovein
Title: Trustee
Phone: 5207447646
Signed: 2023-03-29
Discuss with paid preparer: No

Raw XML Appendix235 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	43978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	2900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	43978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	CHarles Schwab
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	Goldman Sachs
IRS990PF/AddressChangeInd	0	X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	3989
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	270
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	4
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	4263
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	4263
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	270
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	108
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	108
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	3989
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	3989
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	3800
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	43362
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	4
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	270
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	3908
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	318
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	318
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	37
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	37
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	108
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	355
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	463
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	4263
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	4263
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	355
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2022-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2019-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	37220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	5872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	36564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	6798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	Charles Schwab
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	Goldman Sachs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2022-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2022-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	270
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	-656
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	3800
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	51394
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	47594
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	51394
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	1861
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	1861
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	1861
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	1915
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	54
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	54
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	54
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	54
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	54
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	54
IRS990PF/FMVAssetsEOYAmt	0	51394
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	149244
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	149244
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	47594
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	4516
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	4516
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	46878
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	46878
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	-101650
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	-97850
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	47594
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	51394
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	51394
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	47594
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	51394
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	47594
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	51394
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	38873
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	5150
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	33723
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	583
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	1915
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	38290
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	38873
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Larry J Rogovein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Melanie D Rogovein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	12090 N Thornydale Rd Ste 110-212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	12090 N Thornydale Rd Ste 110-212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Marana
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	Marana
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	85658
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	85658
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	108
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	108
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	36
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	36
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	18
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	18
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	American Cancer Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	American Heart Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	Myasthenia Gravis Foundation of America
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	National KIdney Foundation of Arizona
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO Box 2970
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	3443 N Campbell Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	290 Turnpike Rd suite 5-315
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	Coronado Rd Suite 180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Phoenix
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Tucson
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Westborough
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Phoenix
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	85062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	85719
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	01581
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	85004
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	108
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	108
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	1861
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	1753
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	577
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	1634
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	1753
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	458
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	458
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	108
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	458
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2211
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	318
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Investment Management
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	318
TaxesSchedule/TaxesDetail/Amt	0	37
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal Income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	37
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	false
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Larry J Rogovein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5207447646
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Davidson-Rogovein Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt	0	DAVI
ReturnHeader/Filer/EIN	0	766119705
ReturnHeader/Filer/InCareOfNm	0	% Larry J Rogovein
ReturnHeader/Filer/PhoneNum	0	5207447646
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	12090 N Thornydale Rd PMB 110-212
ReturnHeader/Filer/USAddress/CityNm	0	Marana
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AZ
ReturnHeader/Filer/USAddress/ZIPCd	0	85658
ReturnHeader/ReturnTs	0	2023-03-28T06:10:35-00:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Larry
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Rogovein
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $51,394
Liabilities: $0
Net assets: $51,394
Revenue: $4,263
Expenses: $463
Net income: $3,800

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$46.4	$1.63	$44.8	$1.18	$3.90	$5.08
2023Detailed filing. Detailed filing data is available for this year.	$50.3	$0.00	$50.3	$0.32	$1.93	$1.61
2022Detailed filing. Detailed filing data is available for this year.	$51.4	$0.00	$51.4	$4.26	$0.46	$3.80
2021Detailed filing. Detailed filing data is available for this year.	$47.6	$0.00	$47.6	$5.07	$0.71	$4.37
2020Detailed filing. Detailed filing data is available for this year.	$44.3	$0.00	$44.3	$4.09	$0.51	$3.58
2019Summary only. Only limited summary data is available for this year.	$40.7	$0.00		$1.43	$0.36	$1.79
2015Summary only. Only limited summary data is available for this year.	$57.0	$0.00		$1.56	$5.68	$7.25
2014Summary only. Only limited summary data is available for this year.	$64.3	$0.00		$0.58	$9.13	$8.56
2013Summary only. Only limited summary data is available for this year.	$72.8	$0.00		$8.95	$11.5	$2.51
2012Summary only. Only limited summary data is available for this year.	$75.3	$0.00		$5.98	$8.96	$2.98
2011Summary only. Only limited summary data is available for this year.	$78.3	$0.00		$2.22	$7.24	$9.46