JEFFERY AND PATRICIA DAVIS FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: JEFFERY AND PATRICIA DAVIS FAMILY FOUNDATION INC (EIN 47-2606205)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2022-08-18
IRS object ID: 202212309349100611
Schema version: 2021v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-08-18T11:36:14-07:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	472161916	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DeMott & Smith CPAs PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 White Spruce Blvd	AddressLine1Txt
City	Rochester	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14623	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	472606205	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JEFFERY AND PATRICIA DAVIS	BusinessNameLine1Txt
Business Name Line2	FAMILY FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	JEFF	BusinessNameControlTxt
Phone	5853814661	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	12 WOODBURY PLACE	AddressLine1Txt
City	ROCHESTER	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14618	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JEFFERY A DAVIS	PersonNm
Person Title	Director	PersonTitleTxt
Signature	2022-08-18	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JEFFERY A	PersonFirstNm
Person Last	DAVIS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JASON A DELAURENTIIS CPA	PreparerPersonNm
PTIN	P01063277	PTIN
Phone	5852729880	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$875,452	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$2	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$31,354	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$31,354	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$18,187	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$28,397	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$18,187	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$49,543	TotalRevAndExpnssAmt
Total Net Invst Incm	$49,543	TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$7,403	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$7,403	OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss	$31	InterestRevAndExpnssAmt
Interest Net Invst Incm	$31	InterestNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$7,434	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$7,434	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$45,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$45,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$52,434	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$7,434	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$45,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$2,891	ExcessRevenueOverExpensesAmt
Net Investment Income	$42,109	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Other Investments BOY	$779,518	OtherInvestmentsBOYAmt
Other Investments EOY	$776,627	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$875,452	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$779,518	TotalAssetsBOYAmt
Total Assets EOY	$776,627	TotalAssetsEOYAmt
Total Assets EOYFMV	$875,452	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$779,518	CapitalStockBOYAmt
Capital Stock EOY	$776,627	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$779,518	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$776,627	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$779,518	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$776,627	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$779,518	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$2,891	ExcessRevenueOverExpensesAmt
Subtotal	$776,627	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$776,627	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
566.251 TOUCHSTONE DIVIDEND EQUITY FUND CLASS Y	P	2015-04-24	2021-08-11	$10,000	$10,210	-$210	-$210
Capital Gain Dividends						$18,397

Field	Value	IRS element (for citing)
Capital Gain Net Income	$18,187	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$585	InvestmentIncomeExciseTaxAmt
Subtotal	$585	SubtotalAmt
Tax Based On Investment Income	$585	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,340	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$4,340	TotalPaymentsAndCreditsAmt
Overpayment	$3,755	OverpaymentAmt
Applied To ES Tax	$3,755	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	JEFFERY A DAVIS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5853814661	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	12 WOODBURY PLACE	AddressLine1Txt
City	ROCHESTER	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	14618	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
JEFFERY A DAVIS
12 WOODBURY PLACE	ROCHESTER	NY	14618	Director	2.00	$0
PATRICIA R DAVIS
12 WOODBURY PLACE	ROCHESTER	NY	14618	Director	2.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$979,193	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$979,193	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$979,193	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$14,688	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$964,505	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$48,225	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$48,225	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$585	TaxBasedOnInvestmentIncomeAmt
Total Tax	$585	TotalTaxAmt
Distributable Before Adj	$47,640	DistributableBeforeAdjAmt
Distributable Before Ded	$47,640	DistributableBeforeDedAmt
Distributable As Adjusted	$47,640	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$45,000	ExpensesAndContributionsAmt
Qualifying Distributions	$45,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$47,640	DistributableAsAdjustedAmt
Undistributed Income PY	$41,261	UndistributedIncomePYAmt
Qualifying Distributions	$45,000	QualifyingDistributionsAmt
Applied To Year1	$41,261	AppliedToYear1Amt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$3,739	AppliedToCurrentYearAmt
Undistributed Income CY	$43,901	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JEFFERY A DAVIS	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
NATIONAL CENTER FOR MISSING EXPLOIT
275 LAKE AVENUE	ROCHESTER	NY	14608	NONE	501(c)(3)	PROGRAM SUPPORT	$5,000
BIVONA CHILD ADVOCACY CENTER
1 MOUNT HOPE AVENUE	ROCHESTER	NY	14608	NONE	501(C)(3)	PROGRAM SUPPORT	$5,000
VETERANS OUTREACH CENTER
447 SOUTH AVE	ROCHESTER	NY	14620	NONE	501(c)(3)	PROGRAM SUPPORT	$5,000
RONALD MCDONALD HOUSE
333 WESTMORELAND DRIVE	ROCHESTER	NY	14620	NONE	501(c)(3)	PROGRAM SUPPORT	$5,000
EQUICENTER
3247 RUSH MENDON ROAD	HONEOYE FALLS	NY	14472	NONE	501(c)(3)	PROGRAM SUPPORT	$5,000
SCHOOL OF THE HOLY CHILDHOOD
100 GROTON PARKWAY	ROCHESTER	NY	14623	NONE	501(c)(3)	PROGRAM SUPPORT	$5,000
EDUCATION SUCCESS FOUNDATION
4 LAKE VIEW PARK	ROCHESTER	NY	14613	NONE	501(C)(3)	PROGRAM SUPPORT	$10,000
CANCER SUPPORT COMMUNITY ROCHESTER
255 ALEXANDER ST	ROCHESTER	NY	14607	NONE	501(c)(3)	PROGRAM SUPPORT	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$45,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$31,354	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$18,187	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$49,543	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$49,543	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$7,403	Amt
Net Investment Income	$7,403	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

JEFFERY AND PATRICIA DAVIS FAMILY FOUNDATION INC: Form 990PF, tax year 2021

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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