Civic Intelligence

Aitken-Davies Foundation

EIN 81-4757835 • Princeton, NJ

300 Pretty Brook RoadPrinceton, NJ 08540
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

79%

Higher net margin than 95% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

62nd percentile

6.8%

Faster asset growth than 62% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-8.4%

Faster revenue growth than 24% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,867,792

Up $245,231 (+6.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,867,792

Up $245,231 (+6.8%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin95th percentile

Revenue

Down

$310,404

Down $28,415 (-8.4%) from 2023

Expenses

Down

$65,173

Down $277,727 (-81%) from 2023

Net Income

Up

$245,231

Up $249,312 (+6109%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2017: $1,002,037Liabilities 2017: $0Net Assets 2017: $1,002,0372017Assets 2018: $956,699Liabilities 2018: $0Net Assets 2018: $956,6992018Assets 2019: $1,787,541Liabilities 2019: $0Net Assets 2019: $1,787,5412019Assets 2020: $1,796,636Liabilities 2020: $0Net Assets 2020: $1,796,6362020Assets 2021: $1,829,953Liabilities 2021: $0Net Assets 2021: $1,829,9532021Assets 2022: $3,626,642Liabilities 2022: $0Net Assets 2022: $3,626,6422022Assets 2023: $3,622,561Liabilities 2023: $0Net Assets 2023: $3,622,5612023Assets 2024: $3,867,792Liabilities 2024: $0Net Assets 2024: $3,867,7922024

Highlighted filing

2024

Assets$3,867,792
Liabilities$0
Net Assets$3,867,792
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $1,002,037Expenses 2017: $0Net Income 2017: $1,002,0372017Revenue 2018: $4,703Expenses 2018: $50,041Net Income 2018: -$45,3382018Revenue 2019: $1,033,842Expenses 2019: $203,000Net Income 2019: $830,8422019Revenue 2020: $212,245Expenses 2020: $203,150Net Income 2020: $9,0952020Revenue 2021: $501,850Expenses 2021: $468,533Net Income 2021: $33,3172021Revenue 2022: $2,024,189Expenses 2022: $227,500Net Income 2022: $1,796,6892022Revenue 2023: $338,819Expenses 2023: $342,900Net Income 2023: -$4,0812023Revenue 2024: $310,404Expenses 2024: $65,173Net Income 2024: $245,2312024

Highlighted filing

2024

Revenue$310,404
Expenses$65,173
Net Income$245,231
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,867,792
Liabilities
$0
Net assets
$3,867,792
Revenue
$310,404
Expenses
$65,173
Net income
$245,231
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.31$0.07$0.25
2023Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.34$0.34$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$2.02$0.23$1.80
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.50$0.47$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.21$0.20$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$1.03$0.20$0.83
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.00$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.00$0.00$1.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 13, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE E AITKEN-DAVIESCo-PresidentPT$0--
ASHLEY E AITKEN-DAVIESCo-PresidentPT$0--
WILLIAM J AITKEN-DAVIESTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Aitken-davies Foundation
EIN
81-4757835
Phone
2036552800
Address
300 PRETTY BROOK ROAD, PRINCETON, NJ 08540

Signing Officer

Name
George E Aitken-davies
Title
Co-president
Phone
2036552800
Signed
2025-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Walter Berlingo & Co Llp
Address
280 TOKENEKE ROAD, DARIEN, CT 06820
Preparer
Michael Berlingo CPA
Phone
2036552800
Raw XML Appendix312 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1650 GREAT RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2641 LEXINGTON AVE 15 FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PRINCETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PRINCETON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd108540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210022
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt062500
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/AppliedToCurrentYearAmt065000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0204937
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0139937
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0157460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt045279
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0364380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0109896
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt065448
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0139937
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0602526
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0157460
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt045279
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0364380
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt035407
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0602526
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0742463
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GEORGE E AND ASHLEY E AITKEN-DAVIES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0300 PRETTY BROOK ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PRINCETON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NJ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd008540
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0250000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0GEORGE E AITKEN-DAVIES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0300 PRETTY BROOK ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PRINCETON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NJ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd008540
TaxesSchedule/TaxesDetail/Amt0173
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX BASED ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE E AITKEN-DAVIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02036552800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AITKEN-DAVIES FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AITK
ReturnHeader/Filer/EIN0814757835
ReturnHeader/Filer/PhoneNum02036552800
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 PRETTY BROOK ROAD
ReturnHeader/Filer/USAddress/CityNm0PRINCETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008540
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0934746942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WALTER BERLINGO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0280 TOKENEKE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DARIEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006820
ReturnHeader/PreparerPersonGrp/PhoneNum02036552800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL BERLINGO CPA
ReturnHeader/ReturnTs02025-10-13T11:43:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

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