Civic Intelligence

Bavis Foundation Inc.

990PF • Fiscal year 2022 • EIN 85-0836563

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 30, 2023

Organization Profile
19738 Willowdale PlaceAshburn, VA 20147

(615) 361-9445

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

86th percentile

44%

Higher net margin than 86% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

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

Asset Growth

32nd percentile

-8.7%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

6th percentile

-78%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$47,167

Down $4,517 (-8.7%) from 2021

Net Assets

Down

$47,167

Down $4,017 (-7.8%) from 2021

Liabilities

Down

$1

Down $499 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin86th percentile

Revenue

Down

$8,678

Down $30,576 (-78%) from 2021

Expenses

Down

$4,823

Down $51 (-1.0%) from 2021

Net Income

Down

$3,855

Down $30,525 (-89%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$150K$100K$50K$0Assets 2020: $23,486Liabilities 2020: $150Net Assets 2020: $23,3362020Assets 2021: $51,684Liabilities 2021: $500Net Assets 2021: $51,1842021Assets 2022: $47,167Liabilities 2022: $1Net Assets 2022: $47,1672022Assets 2023: $67,666Liabilities 2023: $1Net Assets 2023: $67,6662023Assets 2024: $114,922Liabilities 2024: $0Net Assets 2024: $114,9222024

Highlighted filing

2022

Assets$47,167
Liabilities$1
Net Assets$47,167
Open 2022 Filing

Operations Trend

Revenue Growth6th percentile

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

$100K$50K$0Revenue 2020: $32,133Expenses 2020: $8,797Net Income 2020: $23,3362020Revenue 2021: $39,254Expenses 2021: $4,874Net Income 2021: $34,3802021Revenue 2022: $8,678Expenses 2022: $4,823Net Income 2022: $3,8552022Revenue 2023: $42,320Expenses 2023: $14,339Net Income 2023: $27,9812023Revenue 2024: $87,396Expenses 2024: $23,645Net Income 2024: $63,7512024

Highlighted filing

2022

Revenue$8,678
Expenses$4,823
Net Income$3,855
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 30, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen A BavisPresident / TreasurerPT$0--
Lauren WeberSecretary-$0--
Robert BavisDirector-$0--
Christopher BavisDirector-$0--
Daniel BavisDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Bavis Foundation Inc
EIN
85-0836563
Address
19738 Willowdale Place, Ashburn, VA 20147

Signing Officer

Name
Karen Bavis
Title
President
Signed
2023-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Group Inc
Address
2451 Atrium Way Suite 300, Nashville, TN 37214
Preparer
Andrew D Payne EA
Phone
6153619445
Raw XML Appendix385 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0900
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt75313
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt134617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt143659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt75313
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt101638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt134617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt143659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0144 shares of BTAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130 shares of PBJ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm248 shares of PXE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm367 shares of SPLV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm422 shares of XLV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5114 shares of FLRN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm630 shares of CNRG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm712 shares of MDY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm869 shares of SPMB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm966 shares of SPIP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1058 shares of SPTI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1134 shares of SPLG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122 shares of GLDM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13406 shares of JSOSX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1410 shares of LLY
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0724
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0854
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01578
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01578
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0854
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt07100
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0724
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0724
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03855
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt031348
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0854
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01447
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0617
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0617
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0131
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0131
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04517
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0131
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04823
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01578
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08678
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01517
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0131
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt021074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Short Term -- Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Long Term -- Covered
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0854
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-2587
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03855
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt07872
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt055039
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt051184
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt047167
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02222
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02222
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02222
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02242
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt020
IRS990PF/DistributableAmountGrp/TotalTaxAmt020
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt020
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt020
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt020
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08
IRS990PF/FMVAssetsEOYAmt047167
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03678
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05173
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05173
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt046992
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt039063
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt039063
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt051184
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt047167
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt063
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0150
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0150
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0951
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02781
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02781
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt051684
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt047167
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt047167
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt051684
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt047167
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt051184
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt047167
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt045517
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02172
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt043345
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0683
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02242
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt044834
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt045517
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0006.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Karen A Bavis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lauren Weber
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Robert Bavis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Christopher Bavis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Daniel Bavis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President / Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt019738 Willowdale Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt119738 Willowdale Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt219738 Willowdale Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt319738 Willowdale Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt419738 Willowdale Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Ashburn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Ashburn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Ashburn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Ashburn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Ashburn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd020147
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd120147
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd220147
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd320147
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd420147
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt04517
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt04517
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/IndividualWithBooksNm0Karen Bavis
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt019738 Willowdale Place
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Ashburn
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020147
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07039667852
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.bavisfoundation.org
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The management and administrative costs incurred to operate the foundation, directly support, and are necessary to carry out the charitable programs and activities conducted by the foundation.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0The organization provided charitable giving to other qualifying 501(c)(3) organizations.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0The organization provided new and used books and materials to teachers, children, and adult readers to promote community literacy.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0The organization provided funds and books to build libraries in African nations in need.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt01248
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt03000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt09
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt0260
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Karen and Robert Bavis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Donation to a domestically registered charitable organization.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Donation to a domestically registered charitable organization.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Donation to a domestically registered charitable organization.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Donation to a domestically registered charitable organization.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Donation to a domestically registered charitable organization.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ELS for Autism
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Guitars for Vets
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2New Leash on Life
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3HART for Animals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Lakewood Ranch Medical Center Found
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt018370 Limestone Creek Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11917 2nd Street NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2507 Jim Draper Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31256 Bumble Bee Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt48330 Lakewood Ranch Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Jupiter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Lebanon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Accident
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Lakewood Ranch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd237087
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd321520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0Not Applicable
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000
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/AppliedToCurrentYearAmt02222
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02222
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03062
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08173
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt013530
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02295
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03062
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08173
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04517
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02295
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt013530
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011235
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Robert & Karen Bavis
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt019738 Willowdale Place
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Ashburn
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020147
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06328
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LoansFromOfficersSchedule/LoansFromOfficerGrp/LenderPersonNm0Karen Bavis
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanOriginalAmt0500
LoansFromOfficersSchedule/LoansFromOfficerGrp/LoanPurposeTxt0Foundation expenses
LoansFromOfficersSchedule/LoansFromOfficerGrp/SecurityProvidedBorrowerTxt0None
LoansFromOfficersSchedule/LoansFromOfficerGrp/TitleTxt0Pres/Treas
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07872
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Unrealized Loss
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Telephone Information Technology
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Licenses, Fees, Dues
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Program Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Bank Service Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt082
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2269
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3241
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt082
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2269
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3241
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0131
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Brokerage Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0131
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Karen Robert Bavis
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt019738 Willowdale Place
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Ashburn
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0VA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd020147
TaxesSchedule/TaxesDetail/Amt0175
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Excise Tax
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Bavis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Bavis Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0BAVI
ReturnHeader/Filer/EIN0850836563
ReturnHeader/Filer/USAddress/AddressLine1Txt019738 Willowdale Place
ReturnHeader/Filer/USAddress/CityNm0Ashburn
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020147
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621813735
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02451 Atrium Way Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Nashville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037214
ReturnHeader/PreparerPersonGrp/PhoneNum06153619445
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew D Payne EA
ReturnHeader/ReturnTs02023-10-30T03:01:03-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Karen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Bavis
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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
$47,167
Liabilities
$1
Net assets
$47,167
Revenue
$8,678
Expenses
$4,823
Net income
$3,855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.87$0.24$0.64
2023Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.42$0.14$0.28
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.09$0.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.51$0.39$0.05$0.34
2020Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.32$0.09$0.23