John S Davey Tr Uw Fbo Charlotte H Hungerford 59 3307190

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$67,173
Expenses
$45,622
Net Income
$21,551
Net Assets
$709,127
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,837
32.5%
Sales of Assets $45,336
67.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,993
85.5%
Compensation of Officers* $7,903
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $709,127
Total Liabilities $0
Net Assets $709,127
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $7,903 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,714
Expenses
$33,929
Net Income
-$14,215
Net Assets
$688,299
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,119
97.0%
Sales of Assets -$1,271
Other Income $1,866
9.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,126
82.9%
Compensation of Officers* $7,159
21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $688,299
Total Liabilities $0
Net Assets $688,299
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $7,159 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$11,184
Expenses
$54,416
Net Income
-$65,600
Net Assets
$702,619
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,116
Sales of Assets -$26,300
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,819
82.4%
Compensation of Officers* $7,522
13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $702,619
Total Liabilities $0
Net Assets $702,619
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $7,522 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$159,678
Expenses
$46,805
Net Income
$112,873
Net Assets
$768,177
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,809
9.9%
Sales of Assets $143,869
90.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,316
84.0%
Compensation of Officers* $8,499
18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $768,177
Total Liabilities $0
Net Assets $768,177
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $8,499 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,148
Expenses
$43,310
Net Income
$12,838
Net Assets
$654,403
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,103
23.3%
Sales of Assets $43,045
76.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,790
84.9%
Compensation of Officers* $7,136
16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $654,404
Total Liabilities $1
Net Assets $654,403
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $7,136 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,458
Expenses
$39,032
Net Income
$426
Net Assets
$641,956
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,815
45.1%
Sales of Assets $21,503
54.5%
Other Income $140
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,678
86.3%
Compensation of Officers* $6,941
17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $641,957
Total Liabilities $1
Net Assets $641,956
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $6,941 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,495
Expenses
$44,275
Net Income
$11,220
Net Assets
$648,396
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,128
27.3%
Sales of Assets $40,367
72.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,721
82.9%
Compensation of Officers* $7,080
16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $648,396
Total Liabilities $0
Net Assets $648,396
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $7,080 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$59,123
Expenses
$36,854
Net Income
$22,269
Net Assets
$636,539
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,765
23.3%
Sales of Assets $45,341
76.7%
Other Income $17
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,479
85.4%
Compensation of Officers* $6,839
18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $636,539
Total Liabilities $0
Net Assets $636,539
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $6,839 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,004
Expenses
$37,651
Net Income
-$29,647
Net Assets
$615,830
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,465
> 100%
Sales of Assets -$6,461
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,088
87.9%
Compensation of Officers* $6,495
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $615,830
Total Liabilities $0
Net Assets $615,830
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $6,495 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,885
Expenses
$40,095
Net Income
-$13,210
Net Assets
$650,977
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,576
61.7%
Sales of Assets $10,093
37.5%
Other Income $216
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,457
85.9%
Compensation of Officers* $8,117
20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $650,977
Total Liabilities $0
Net Assets $650,977
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $8,117 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,142
Expenses
$42,423
Net Income
-$17,281
Net Assets
$664,588
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,365
61.1%
Sales of Assets $9,777
38.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,236
83.1%
Compensation of Officers* $10,407
24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $664,588
Total Liabilities $0
Net Assets $664,588
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $10,407 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,941
Expenses
$42,894
Net Income
-$4,953
Net Assets
$673,478
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,327
43.0%
Sales of Assets $19,788
52.2%
Other Income $1,826
4.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,464
85.0%
Compensation of Officers* $9,953
23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $673,478
Total Liabilities $0
Net Assets $673,478

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,633
Expenses
$40,237
Net Income
-$9,604
Net Assets
$679,287
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,816
51.6%
Sales of Assets $14,805
48.3%
Other Income $12
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,448
73.2%
Compensation of Officers* $8,242
20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $679,287
Total Liabilities $0
Net Assets $679,287

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$151,984
Expenses
$38,225
Net Income
$113,759
Net Assets
$688,127
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,895
17.0%
Sales of Assets $126,089
83.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,185
86.8%
Compensation of Officers* $7,508
19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $688,127
Total Liabilities $0
Net Assets $688,127

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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