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Nonprofiteer
← DAVIS FAMILY FOUNDATION

Form 990 for tax year 2022

Filed by DAVIS FAMILY FOUNDATION.

Totals

Total revenue
$2,395,241
Total expenses
$3,343,927
Contributions and grants received
$0
Grants paid
$2,947,835
Program service revenue
$0
Investment income
$2,390,241
Other revenue
$5,000
Total assets, end of year
$76,848,033
Total liabilities, end of year
$148,424
Net assets or fund balances, end of year
$76,699,609
Program services expenses (Part IX)
$3,081,182
Management and general expenses
$262,745
Fundraising expenses
$0
Program service expenses (Part III)
$3,081,182

Program services were 92.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Yvonne B Mumme

    Chief Finance and Administrative Officer

    Total calculated
    $64,811
    From this org
    $56,579
    From related orgs
    $0
    Other
    $8,232
    Hours/week
    16

    Schedule J breakdown matched by us

    Base
    $56,579
    Bonus
    $0
    Other
    $0
    Deferred
    $3,961
    Nontaxable benefits
    $4,271
    Filer's total
    $64,811

  • Michael R Currie

    Trustee

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Anne B Pringle

    Trustee

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Samuel M DiCapua

    Trustee

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Edward L Dilworth III

    Trustee

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Al Noyes

    Trustee

    Total calculated
    $6,000
    From this org
    $6,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Rebekah A Bucci

    Chair

    Total calculated
    $0
    Hours/week
    3.5

  • David J Bucci

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Colleen Bucci Liddy

    Trustee

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I
See Form 990 Part VII, Line 5: Yvonne Mumme, Chief Finance and Administrative Officer for the Organization, receives compensation from Davis Educational Foundation, an unrelated organization, for services rendered to the filing organization. Yvonne's unrelated organization compensation was as follows: Salary - $56,579 and Benefits $4,271. These amounts are included in the amounts listed on Part II. A retirement contribution of $3,961 was paid by the Organization.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
22 October 2023
IRS schema version
2022v5.0
Source object
202332969349301098

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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