Jackie & Bruce Davey Family Foundation

Bath, OH
Tax-exempt since May 1992
EIN: 34-6941084

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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.

Donations to this organization are tax deductible.

Revenue

$173k (2024)

Expenses

$26.3k (2024)

Total Assets

$1.28M (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

$173,031

Expenses

$26,281

Net Income

$146,750

Net Assets

$1,279,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$125,024	72.3%
Interest Revenue	$48,007	27.7%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,353	85.1%
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	$1,279,476
Total Liabilities	$0
Net Assets	$1,279,476

Compensation

Key Employees and Officers	Compensation	Other
Jacqueline E Davey (Trustee)	$0	$0

990-PF

Filed on June 20, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$185,431

Expenses

$63,037

Net Income

$122,394

Net Assets

$1,132,726

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$68,925	37.2%
Dividends	$45,783	24.7%
Sales of Assets	$56,749	30.6%
Other Income	$13,974	7.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,750	40.8%
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	$1,132,726
Total Liabilities	$0
Net Assets	$1,132,726

Compensation

Key Employees and Officers	Compensation	Other
Jacqueline E Davey (Trustee)	$0	$0

990-PF

Filed on Nov. 5, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$120,904

Expenses

$77,087

Net Income

$43,817

Net Assets

$1,010,332

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	4.1%
Interest Revenue	$14,417	11.9%
Dividends	$15,723	13.0%
Sales of Assets	$68,840	56.9%
Other Income	$16,924	14.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,478	59.0%
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	$1,010,332
Total Liabilities	$0
Net Assets	$1,010,332

Compensation

Key Employees and Officers	Compensation	Other
Jacqueline E Davey (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$223,882

Expenses

$69,256

Net Income

$154,626

Net Assets

$966,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$76,000	33.9%
Interest Revenue	$10,143	4.5%
Dividends	$15,619	7.0%
Sales of Assets	$99,360	44.4%
Other Income	$22,760	10.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,925	67.8%
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	$966,515
Total Liabilities	$0
Net Assets	$966,515

Compensation

Key Employees and Officers	Compensation	Other
W Bruce Davey (Trustee)	$0	$0
Jacqueline E Davey (Trustee)	$0	$0

990-PF

Filed on Nov. 8, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$98,631

Expenses

$168,065

Net Income

-$69,434

Net Assets

$811,888

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	30.4%
Interest Revenue	$17,002	17.2%
Dividends	$8,575	8.7%
Sales of Assets	$35,947	36.4%
Other Income	$7,107	7.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,028	86.9%
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	$811,889
Total Liabilities	$1
Net Assets	$811,888

Compensation

Key Employees and Officers	Compensation	Other
W Bruce Davey (Trustee)	$0	$0
Jacqueline E Davey (Trustee)	$0	$0

990-PF

Filed on Nov. 3, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$65,306

Expenses

$76,679

Net Income

-$11,373

Net Assets

$869,780

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,421	26.7%
Dividends	$13,058	20.0%
Sales of Assets	$22,420	34.3%
Other Income	$12,407	19.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,017	56.1%
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	$869,781
Total Liabilities	$1
Net Assets	$869,780

Compensation

Key Employees and Officers	Compensation	Other
W Bruce Davey (Trustee)	$0	$0
Jacqueline E Davey (Trustee)	$0	$0

990-PF

Filed on Nov. 18, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$166,816

Expenses

$70,912

Net Income

$95,904

Net Assets

$881,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	59.9%
Interest Revenue	$14,115	8.5%
Dividends	$10,687	6.4%
Sales of Assets	$31,098	18.6%
Other Income	$10,916	6.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,106	56.6%
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	$881,154
Total Liabilities	$0
Net Assets	$881,154

Compensation

Key Employees and Officers	Compensation	Other
W Bruce Davey (Trustee)	$0	$0
Jacqueline E Davey (Trustee)	$0	$0

990-PF

Filed on Oct. 31, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$98,193

Expenses

$80,901

Net Income

$17,292

Net Assets

$785,250

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,110	51.0%
Interest Revenue	$11,597	11.8%
Dividends	$8,878	9.0%
Sales of Assets	$27,677	28.2%
Other Income	-$69

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,967	69.2%
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	$785,250
Total Liabilities	$0
Net Assets	$785,250

Compensation

Key Employees and Officers	Compensation	Other
W Bruce Davey (Trustee)	$0	$0
Jacqueline E Davey (Brd Of Managers)	$0	$0

990-PF

Filed on Oct. 31, 2018

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

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XML

Fiscal Year Ending Dec.
2016

Revenue

$159,333

Expenses

$71,994

Net Income

$87,339

Net Assets

$767,958

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	62.8%
Interest Revenue	$11,765	7.4%
Dividends	$7,393	4.6%
Sales of Assets	$33,020	20.7%
Other Income	$7,155	4.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,153	75.2%
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	$767,958
Total Liabilities	$0
Net Assets	$767,958

Compensation

Key Employees and Officers	Compensation	Other
W Bruce Davey (Trustee)	$0	$0
Jacqueline E Davey (Brd Of Managers)	$0	$0

990-PF

Filed on Oct. 31, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$62,103

Expenses

$49,234

Net Income

$12,869

Net Assets

$680,619

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,206	14.8%
Dividends	$5,880	9.5%
Sales of Assets	$40,713	65.6%
Other Income	$6,304	10.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,121	77.4%
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	$680,619
Total Liabilities	$0
Net Assets	$680,619

Compensation

Key Employees and Officers	Compensation	Other
W Bruce Davey (Trustee)	$0	$0
Jacqueline E Davey (Brd Of Managers)	$0	$0

990-PF

Filed on Nov. 14, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$148,901

Expenses

$45,508

Net Income

$103,393

Net Assets

$667,750

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$90,000	60.4%
Interest Revenue	$27	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$58,874	39.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,374	90.9%
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	$667,750
Total Liabilities	$0
Net Assets	$667,750

Compensation

Key Employees and Officers	Compensation	Other
W Bruce Davey (Trustee)	$0	$0
Jacqueline E Davey (Brd Of Managers)	$0	$0

990-PF

Filed on Aug. 7, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$90,010

Expenses

$74,719

Net Income

$15,291

Net Assets

$564,357

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$90,000	100.0%
Interest Revenue	$10	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,295	98.1%
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	$564,357
Total Liabilities	$0
Net Assets	$564,357

Compensation

Key Employees and Officers	Compensation	Other
W Bruce Davey (Trustee)	$0	$0
Jacqueline E Davey (Brd Of Managers)	$0	$0

990-PF

Filed on Oct. 23, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$127,742

Expenses

$42,122

Net Income

$85,620

Net Assets

$549,065

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$127,720	100.0%
Interest Revenue	$22	0.0%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,686	96.6%
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	$549,066
Total Liabilities	$1
Net Assets	$549,065

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$21,311

Expenses

$24,426

Net Income

-$3,115

Net Assets

$463,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,200	94.8%
Interest Revenue	$403	1.9%
Dividends	$627	2.9%
Sales of Assets	$0
Other Income	$81	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,900	93.8%
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	$463,446
Total Liabilities	$1
Net Assets	$463,445

990-PF

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

PDF

PDF (2 of 2)

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Jackie & Bruce Davey Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $173k (2024)

Expenses $26.3k (2024)

Total Assets $1.28M (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

$173k (2024)

Expenses

$26.3k (2024)

Total Assets

$1.28M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2015

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2013

Fiscal Year Ending Dec.
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2011

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