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Davis Family Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$3.24M (2023)

Expenses
$2.43M (2023)

Total Assets
$89.6M (2023)

Total Liabilities
$133k (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,243,299
Expenses
$2,432,775
Net Income
$810,524
Net Assets
$89,475,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $985,190
30.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,249,491
69.4%
Net Inventory Sales $0
Other Revenue $8,618
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $98,442
4.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $89,607,909
Total Liabilities $132,909
Net Assets $89,475,000
Compensation
Key Employees and Officers Compensation Related Other
Yvonne B Mumme (Chief Finance And Administrative Officer) $56,560 $0 $8,697
Michael R Currie (Trustee) $6,000 $0 $0
Anne B Pringle (Trustee) $6,000 $0 $0
Samuel M Di Capua (Trustee) $6,000 $0 $0
Edward L Dilworth Iii (Trustee) $6,000 $0 $0
Al Noyes (Trustee) $6,000 $0 $0
Rebekah A Bucci (Chair) $0 $0 $0
David J Bucci (Trustee) $0 $0 $0
Colleen Bucci Liddy (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,395,241
Expenses
$3,343,927
Net Income
-$948,686
Net Assets
$76,699,609
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,110,759
46.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,279,482
53.4%
Net Inventory Sales $0
Other Revenue $5,000
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $94,811
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $76,848,033
Total Liabilities $148,424
Net Assets $76,699,609
Compensation
Key Employees and Officers Compensation Related Other
Yvonne B Mumme (Chief Finance And Administrative Officer) $56,579 $0 $8,232
Michael R Currie (Trustee) $6,000 $0 $0
Anne B Pringle (Trustee) $6,000 $0 $0
Samuel M Di Capua (Trustee) $6,000 $0 $0
Edward L Dilworth Iii (Trustee) $6,000 $0 $0
Al Noyes (Trustee) $6,000 $0 $0
Rebekah A Bucci (Chair) $0 $0 $0
David J Bucci (Trustee) $0 $0 $0
Colleen Bucci Liddy (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,904,982
Expenses
$2,930,277
Net Income
$974,705
Net Assets
$94,747,633
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,152,872
29.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,726,274
69.8%
Net Inventory Sales $0
Other Revenue $25,836
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $88,473
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $94,934,752
Total Liabilities $187,119
Net Assets $94,747,633
Compensation
Key Employees and Officers Compensation Related Other
Yvonne B Mumme (Chief Finance And Administrative Officer) $50,861 $0 $7,612
Michael R Currie (Trustee) $6,000 $0 $0
Anne B Pringle (Trustee) $6,000 $0 $0
Samuel M Di Capua (Trustee) $6,000 $0 $0
Edward L Dilworth Iii (Trustee) $6,000 $0 $0
Al Noyes (Trustee) $6,000 $0 $0
Rebekah A Bucci (Chair) $0 $0 $0
David J Bucci (Trustee) $0 $0 $0
Colleen Bucci Liddy (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,463,881
Expenses
$2,251,974
Net Income
$2,211,907
Net Assets
$82,926,353
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,006,591
22.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,450,189
77.3%
Net Inventory Sales $0
Other Revenue $7,101
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $86,209
3.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $82,977,016
Total Liabilities $50,663
Net Assets $82,926,353
Compensation
Key Employees and Officers Compensation Related Other
Yvonne B Mumme (Chief Finance And Administrative Officer) $48,449 $0 $7,760
Michael R Currie (Trustee) $6,000 $0 $0
Anne B Pringle (Trustee) $6,000 $0 $0
Samuel M Di Capua (Trustee) $6,000 $0 $0
Edward L Dilworth Iii (Trustee) $6,000 $0 $0
Al Noyes (Trustee) $6,000 $0 $0
Rebekah A Bucci (Chair) $0 $0 $0
David J Bucci (Trustee) $0 $0 $0
Colleen Bucci Liddy (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,336,320
Expenses
$2,785,282
Net Income
$551,038
Net Assets
$76,045,630
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $869,437
26.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,461,883
73.8%
Net Inventory Sales $0
Other Revenue $5,000
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $82,976
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $76,068,964
Total Liabilities $23,334
Net Assets $76,045,630
Compensation
Key Employees and Officers Compensation Related Other
Yvonne B Mumme (Chief Finance And Administrative Officer) $46,159 $0 $6,817
Michael R Currie (Trustee) $6,000 $0 $0
Anne B Pringle (Trustee) $6,000 $0 $0
Samuel M Di Capua (Trustee) $6,000 $0 $0
Edward L Dilworth Iii (Trustee) $6,000 $0 $0
Al Noyes (Trustee) $6,000 $0 $0
Rebekah A Bucci (Chair) $0 $0 $0
David J Bucci (Trustee) $0 $0 $0
Colleen Bucci Liddy (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,524,004
Expenses
$3,681,172
Net Income
$842,832
Net Assets
$64,975,119
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $810,231
17.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,687,703
81.5%
Net Inventory Sales $0
Other Revenue $26,070
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $73,530
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $64,990,244
Total Liabilities $15,125
Net Assets $64,975,119
Compensation
Key Employees and Officers Compensation Related Other
Yvonne B Mumme (Chief Finance And Administrative Officer) $42,292 $0 $6,239
Michael R Currie (Trustee) $5,000 $0 $0
Anne B Pringle (Trustee) $5,000 $0 $0
Samuel M Di Capua (Trustee) $5,000 $0 $0
Edward L Dilworth Iii (Trustee) $5,000 $0 $0
Al Noyes (Trustee) $5,000 $0 $0
Rebekah A Bucci (Chair) $0 $0 $0
David J Bucci (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,901,701
Expenses
$3,177,005
Net Income
-$1,275,304
Net Assets
$75,111,055
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $601,853
31.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,259,848
66.2%
Net Inventory Sales $0
Other Revenue $40,000
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $86,700
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $75,125,893
Total Liabilities $14,838
Net Assets $75,111,055
Compensation
Key Employees and Officers Compensation Related Other
Anne Vaillancourt (Past Executive Director) $47,047 $0 $6,422
Ralph I Lancaster (Past Trustee) $7,500 $0 $0
Michael R Currie (Trustee) $7,500 $0 $0
Anne B Pringle (Trustee) $7,500 $0 $0
Samuel M Di Capua (Trustee) $7,500 $0 $0
Edward L Dilworth Iii (Trustee) $7,500 $0 $0
Al Noyes (Trustee) $5,000 $0 $0
Yvonne B Mumme (Director Of Finance) $3,231 $0 $0
Rebekah A Bucci (Chairman) $0 $0 $0
David J Bucci (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,368,042
Expenses
$2,793,841
Net Income
-$425,799
Net Assets
$66,281,587
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $958,965
40.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,355,328
57.2%
Net Inventory Sales $0
Other Revenue $53,749
2.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $82,290
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $66,304,725
Total Liabilities $23,138
Net Assets $66,281,587
Compensation
Key Employees and Officers Compensation Related Other
Anne Vaillancourt (Executive Director) $47,166 $0 $7,624
Ralph I Lancaster (Trustee) $2,500 $0 $0
Michael R Currie (Trustee) $2,500 $0 $0
Anne B Pringle (Trustee) $2,500 $0 $0
Samuel M Di Capua (Trustee) $2,500 $0 $0
Edward L Dilworth Iii (Trustee) $2,500 $0 $0
Al Noyes (Trustee) $2,500 $0 $0
Rebekah A Bucci (Chairman) $0 $0 $0
David J Bucci (Trustee) $0 $0 $0
Tim Hussey (Past Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,092,594
Expenses
$2,891,643
Net Income
-$1,799,049
Net Assets
$64,380,893
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $806,979
73.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $285,615
26.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $75,472
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $64,394,372
Total Liabilities $13,479
Net Assets $64,380,893
Compensation
Key Employees and Officers Compensation Related Other
Anne Vaillancourt (Executive Director) $41,845 $0 $7,377
Michael R Currie (Trustee) $5,000 $0 $0
Ralph I Lancaster Jr (Trustee) $5,000 $0 $0
Anne B Pringle (Trustee) $5,000 $0 $0
Samuel M Di Capua (Trustee) $5,000 $0 $0
Edward L Dilworth Iii (Trustee) $3,750 $0 $0
Tim Hussey (Trustee) $2,500 $0 $0
David J Bucci (Trustee) $0 $0 $0
Rebekah A Bucci (Chair) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,809,162
Expenses
$2,655,758
Net Income
-$846,596
Net Assets
$70,245,621
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $843,225
46.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $955,119
52.8%
Net Inventory Sales $0
Other Revenue $10,818
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $70,130
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $70,283,775
Total Liabilities $38,154
Net Assets $70,245,621
Compensation
Key Employees and Officers Compensation Related Other
Anne Vaillancourt (Executive Director) $38,857 $0 $6,273
Michael R Currie (Trustee) $5,000 $0 $0
Ralph I Lancaster Jr (Trustee) $5,000 $0 $0
Kevin P Mc Carthy (Trustee) $5,000 $0 $0
Anne B Pringle (Trustee) $5,000 $0 $0
Samuel M Di Capua (Trustee) $5,000 $0 $0
David J Bucci (Trustee) $0 $0 $0
Rebekah A Bucci (Chair) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,392,388
Expenses
$2,454,688
Net Income
-$62,300
Net Assets
$69,728,193
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $764,831
32.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,614,257
67.5%
Net Inventory Sales $0
Other Revenue $13,300
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $67,253
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $69,759,581
Total Liabilities $31,388
Net Assets $69,728,193
Compensation
Key Employees and Officers Compensation Related Other
Anne Vaillancourt (Executive Director) $36,448 $0 $5,805
Michael R Currie (Trustee) $5,000 $0 $0
Ralph I Lancaster Jr (Trustee) $5,000 $0 $0
Kevin P Mc Carthy (Trustee) $5,000 $0 $0
Anne B Pringle (Trustee) $5,000 $0 $0
Samuel M Di Capua (Trustee) $5,000 $0 $0
David J Bucci (Trustee) $0 $0 $0
Rebekah A Bucci (Chair) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,562,545
Expenses
$2,629,158
Net Income
-$1,066,613
Net Assets
$62,897,572
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $841,129
53.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $696,416
44.6%
Net Inventory Sales $0
Other Revenue $25,000
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $65,869
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $62,904,079
Total Liabilities $6,507
Net Assets $62,897,572

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,934,229
Expenses
$2,619,332
Net Income
-$685,103
Net Assets
$57,782,123
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $956,563
49.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $977,666
50.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $67,497
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $57,792,759
Total Liabilities $10,636
Net Assets $57,782,123

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.
2003

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.
2002

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

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 »

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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.
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  • 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.
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