John And Shirley Davies Foundation

Loveland, OH
Tax-exempt since Dec. 1992
EIN: 31-1335126

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Type of Nonprofit

Designated as a 501(c)(3) 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: Educational Institutions and Related Activities / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Revenue

$26.6k (2024)

Expenses

$28.5k (2024)

Total Assets

$215k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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

Revenue

$26,565

Expenses

$28,506

Net Income

-$1,941

Net Assets

$214,602

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.1%
Dividends	$6,264	23.6%
Sales of Assets	$20,266	76.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,337	85.4%
Compensation of Officers*	$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	$214,602
Total Liabilities	$0
Net Assets	$214,602

Compensation

Key Employees and Officers	Compensation	Other
Ashley Davies (President/Treasurer)	$0	$0
Maureen Davies (Secretary)	$0	$0
Ian Davies (Vice President)	$0	$0

990-PF

Filed on Feb. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$35,087

Expenses

$32,177

Net Income

$2,910

Net Assets

$216,543

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.1%
Dividends	$6,095	17.4%
Sales of Assets	$28,957	82.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,882	99.1%
Compensation of Officers*	$2,500	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$216,543
Total Liabilities	$0
Net Assets	$216,543

Compensation

Key Employees and Officers	Compensation	Other
Shirley Moran (Director)	$2,500	$0
Ashley Davies (President/Treasurer)	$0	$0
Maureen Davies (Secretary)	$0	$0
Ian Davies (Vice President)	$0	$0

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990-PF

Filed on May 11, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$22,513

Expenses

$48,742

Net Income

-$26,229

Net Assets

$213,645

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21	0.1%
Dividends	$11,091	49.3%
Sales of Assets	$11,401	50.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,263	92.9%
Compensation of Officers*	$13,000	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$213,645
Total Liabilities	$0
Net Assets	$213,645

Compensation

Key Employees and Officers	Compensation	Other
Shirley Moran (Secretary/Treasurer)	$13,000	$0
Ashley Davies (President)	$0	$0
Ian Davies (Vice President)	$0	$0

990-PF

Filed on June 6, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$45,500

Expenses

$51,141

Net Income

-$5,641

Net Assets

$240,436

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$11,349	24.9%
Sales of Assets	$34,150	75.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,803	99.3%
Compensation of Officers*	$13,600	26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$240,436
Total Liabilities	$0
Net Assets	$240,436

Compensation

Key Employees and Officers	Compensation	Other
Ashley Davies (President)	$0	$0
Shirley Moran (Secretary/Treasurer)	$0	$0
Ian Davies (Vice President)	$0	$0

990-PF

Filed on March 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$28,341

Expenses

$45,704

Net Income

-$17,363

Net Assets

$247,873

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$9,418	33.2%
Sales of Assets	$18,894	66.7%
Other Income	$24	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,318	99.2%
Compensation of Officers*	$10,823	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$247,874
Total Liabilities	$1
Net Assets	$247,873

Compensation

Key Employees and Officers	Compensation	Other
Shirley Moran (Secretary/Treasurer)	$10,823	$0
Ashley Davies (President)	$0	$0
Ian Davies (Vice President)	$0	$0

990-PF

Filed on Feb. 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$40,944

Expenses

$55,956

Net Income

-$15,012

Net Assets

$264,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$54	0.1%
Dividends	$12,036	29.4%
Sales of Assets	$28,854	70.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,619	99.4%
Compensation of Officers*	$18,492	33.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$264,516
Total Liabilities	$1
Net Assets	$264,515

Compensation

Key Employees and Officers	Compensation	Other
Ashley Davies (President)	$0	$0
Shirley Moran (Secretary/Treasurer)	$0	$0
Ian Davies (Vice President)	$0	$0

990-PF

Filed on Feb. 23, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$42,595

Expenses

$64,146

Net Income

-$21,551

Net Assets

$279,528

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.1%
Dividends	$12,495	29.3%
Sales of Assets	$30,076	70.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,881	90.2%
Compensation of Officers*	$15,841	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$279,528
Total Liabilities	$0
Net Assets	$279,528

Compensation

Key Employees and Officers	Compensation	Other
Shirley Moran (Secretary/Treasurer)	$15,841	$0
Ashley Davies (President)	$0	$0
Ian Davies (Vice President)	$0	$0

990-PF

Filed on March 4, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$44,864

Expenses

$60,248

Net Income

-$15,384

Net Assets

$301,079

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,940	28.8%
Sales of Assets	$31,899	71.1%
Other Income	$25	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,995	88.0%
Compensation of Officers*	$15,600	25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$301,079
Total Liabilities	$0
Net Assets	$301,079

Compensation

Key Employees and Officers	Compensation	Other
Shirley Moran (Secretary/Treasurer)	$15,600	$0
Ashley Davies (President)	$0	$0
Darla Davies (Vice President)	$0	$0

990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$37,921

Expenses

$71,108

Net Income

-$33,187

Net Assets

$316,424

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,711	36.2%
Sales of Assets	$24,134	63.6%
Other Income	$76	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,603	82.4%
Compensation of Officers*	$15,600	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$316,424
Total Liabilities	$0
Net Assets	$316,424

Compensation

Key Employees and Officers	Compensation	Other
Shirley Moran (Secretary/Treasurer)	$15,600	$0
Ashley Davies (President)	$0	$0
Darla Davies (Vice President)	$0	$0

990-PF

Filed on May 2, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$42,147

Expenses

$64,947

Net Income

-$22,800

Net Assets

$349,611

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$14,250	33.8%
Sales of Assets	$27,355	64.9%
Other Income	$540	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,099	86.4%
Compensation of Officers*	$15,600	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$349,611
Total Liabilities	$0
Net Assets	$349,611

Compensation

Key Employees and Officers	Compensation	Other
Shirley Moran (Secretary/Treasurer)	$15,600	$0
Ashley Davies (President)	$0	$0
Darla Davies (Vice President)	$0	$0

990-PF

Filed on May 10, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$34,901

Expenses

$77,637

Net Income

-$42,736

Net Assets

$372,411

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$16,641	47.7%
Sales of Assets	$18,195	52.1%
Other Income	$63	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,777	82.1%
Compensation of Officers*	$17,072	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$372,411
Total Liabilities	$0
Net Assets	$372,411

Compensation

Key Employees and Officers	Compensation	Other
Shirley Moran (Secretary/Treasurer)	$17,072	$0
Ashley Davies (President)	$0	$0
Darla Davies (Vice President)	$0	$0

990-PF

Filed on May 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$51,986

Expenses

$73,017

Net Income

-$21,031

Net Assets

$415,147

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$15,952	30.7%
Sales of Assets	$36,017	69.3%
Other Income	$14	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,533	81.5%
Compensation of Officers*	$18,500	25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$415,147
Total Liabilities	$0
Net Assets	$415,147

Compensation

Key Employees and Officers	Compensation	Other
Shirley Moran (Secretary/Treasurer)	$18,500	$0
Ashley Davies (President)	$0	$0
Darla Davies (Vice President)	$0	$0

990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$50,968

Expenses

$69,294

Net Income

-$18,326

Net Assets

$436,177

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$17,662	34.7%
Sales of Assets	$33,151	65.0%
Other Income	$153	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,376	88.6%
Compensation of Officers*	$18,500	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$436,178
Total Liabilities	$1
Net Assets	$436,177

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Fiscal Year Ending Dec.
2011

Revenue

$50,589

Expenses

$115,282

Net Income

-$64,693

Net Assets

$454,504

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$19,075	37.7%
Sales of Assets	$31,509	62.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,230	80.0%
Compensation of Officers*	$18,500	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	$454,504
Total Liabilities	$0
Net Assets	$454,504

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

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John And Shirley Davies Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $26.6k (2024)

Expenses $28.5k (2024)

Total Assets $215k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$26.6k (2024)

Expenses

$28.5k (2024)

Total Assets

$215k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

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2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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