2022-11-15T09:16:03-06:00 2021-12-31 PricewaterhouseCoopers LLP 185 Asylum Street Suite 2400 Hartford CT 061033404 990PF 2021-01-01 611816364 The Irene E and George A Davis Foundation % JOHN H DAVIS IREN 4137348336 One Monarch Place Suite 1300 Springfield MA 01144 JOHN H DAVIS PRES/DIR 8602417000 2022-11-15 true JOHN H DAVIS XXX-XX-XXXX SARAH A TREESE P01234548 8602417000 2022-11-15 2 2021 2022-09-23 18:48:47Z X 166362794 X 2363923 381309 952842 4927783 4009977 6113503 4471 1660539 7677486 8726884 0 292500 292500 16731 16731 1014 507 0 507 27000 13500 0 13500 532283 477832 54451 470191 31125 20099 0 1162 1162 76279 715857 42987 1417160 1238821 0 441937 5849062 5849062 7266222 1238821 0 6290999 411264 7488063 14761072 14232120 14501120 18852271 20638285 45943933 0 0 0 26031 13016 13015 13015 41173308 40324829 105917741 74799666 75208249 166362794 2681 0 2681 0 X 74796985 75208249 74796985 75208249 74799666 75208249 74796985 411264 75208249 75208249 SEE ATTACHMENT 23 6113503 6113503 104084 104084 104084 285709 0 100000 385709 281625 281625 false false false false false true true false true true MA SD true false false false false true www.davisfdn.org JOHN H DAVIS 4137348336 ONE MONARCH PLACE SPRINGFIELD MA 01144 false false false true false false false false false false false false false false false false true false false true false false false false JOHN H DAVIS ONE MONARCH PLACE SUITE 1300 SPRINGFIELD MA 01144 PRES/DIR 0 0 0 0 STEPHEN A DAVIS ONE MONARCH PLACE SUITE 1300 SPRINGFIELD MA 01144 VP/TREAS/DIR 0 0 0 0 JANE E DAVIS-KUSEK ONE MONARCH PLACE SUITE 1300 SPRINGFIELD MA 01144 VP/SEC/DIR 0 0 0 0 LAUREL D FERRETTI ONE MONARCH PLACE SUITE 1300 SPRINGFIELD MA 01144 DIRECTOR 0 0 0 0 ANDREW M DAVIS ONE MONARCH PLACE SUITE 1300 SPRINGFIELD MA 01144 DIRECTOR 0 0 0 0 MARY WALACHY ONE MONARCH PLACE SPRINGFIELD MA 01144 PHIL LEAD 5/20-1/21 40.0 10000 0 0 MAGNUS MONROE ONE MONARCH PLACE SPRINGFIELD MA 01144 GRANTS MANAGER 40.0 85000 9392 0 PAUL BELSITO ONE MONARCH PLACE SPRINGFIELD MA 01144 EXEC DIR 40.0 197500 7338 0 3 SCHWERIN BOYLE CAPITAL MANAGEMENT ONE MONARCH PLACE SPRINGFIELD MA 01144 INVESTMENT ADVISORY 233099 NASHTON SEARCH 10 BURTON HILLS BLVD SUITE 400 NASHVILLE TN 37215 INVESTMENT ADVISORY 100000 EAGLE CAPITAL MANAGEMENT LLC 499 PARK AVENUE 17TH FLOOR NEW YORK NY 10022 INVESTMENT ADVISORY 136752 3 NONE NONE 139045783 16224471 0 155270254 0 155270254 2329054 152941200 7647060 7647060 104084 104084 7542976 7542976 7542976 6290999 0 0 0 0 6290999 7542976 0 2019 2018 2017 0 191512 112816 639331 660084 1603743 6290999 0 6290999 0 1251977 1251977 351766 0 0 0 0 351766 351766 MARY E DAVIS N APPLY ON-LINE WWWDAVISFDNORG Springfield MA 01144 4137348336 SEE ATTACHED GUIDELINES: "GENERAL OPERATING GRANTS" SEE ATTACHED GUIDELINES: "GENERAL OPERATING GRANTS" SEE ATTACHED GUIDELINES: "GENERAL OPERATING GRANTS" SEE ATTACHED GRANT APP GUIDELINES Springfield MA 01144 4137348336 SEE ATTACHED: "GRANT APP GUIDELINES" SEE ATTACHED: "GRANT APP GUIDELINES" SEE ATTACHED: "GRANT APP GUIDELINES" SEE ATTACHED LIST OF GRANTS PAID One Monarch Place Suite 1300 Springfield MA 01144 N/A SEE ATTACHED SCHEDULE OF GRANTS PAID 5849062 5849062 14 381309 18 4927783 OTHER 4471 5313563 5313563 11b OTHER false false false false false false false false false false X X 1 MARY E DAVIS CHARITABLE LEAD UNITRU ONE MONARCH PLACE SPRINGFIELD MA 01144 474919 X 2 Robert S Davis - IRA Death Benefit ONE MONARCH PLACE SPRINGFIELD MA 01144 1889004 X PRICEWATERHOUSECOOPERS 27000 13500 13500 FURNITURE 2012 2012-08-28 26031 13016 SL 7 FIDELITY 5766 OPERATING 0 0 FIDELITY 5766 OPERATING 0 0 FIDELITY 5774 BOYLE 10378563 26174911 FIDELITY 1649 EAGLE 10259722 19769022 FURNITURE 2012 26031 13016 13015 PRIVATE EQUITY AT COST 40324829 105917741 BARNES & THORNBURG 1014 507 507 DUES & SUBSCRIPTIONS 700 700 PAYROLL FEES 4399 4399 INSURANCE 652 326 326 OFFICE EXPENSES 65932 32966 32966 MA FILING FEE 250 250 MISCELLANEOUS 110 110 PARTNERSHIPS [ATCH 24] 682565 OTHER EXPENSES - BENEFITS FEES 4236 4236 PARTNERSHIPS [ATCH 24] -7977 OFFSHORE FDS [ATCH 25] 1664045 OTHER 4471 4471 FSA LIABILITY 2681 0 INVESTMENT ADVISORY FEES S. BOYLE 233099 233099 NASHTON SEARCH 100000 100000 EAGLE 136813 136813 CHARITABLE CONSULTANTS LECTIO LLC 38500 38500 PWC 8031 8031 ACCOUNTING ARCHWAY 15840 7920 7920 PAYROLL TAXES 20099 20099 EXCISE TAX 450000 STATE TAX FOREIGN TAX FIDELITY INVESTMENT ACCOUNTS PARTNERSHIPS [ATCH 24] 92 31125