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JEFFERY AND PATRICIA DAVIS FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JEFFERY AND PATRICIA DAVIS FAMILY FOUNDATION INC (EIN 47-2606205)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-09-12
IRS object ID
201722559349100007
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-09-12T10:07:20-07:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DeMott & Smith CPAs PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 White Spruce BlvdAddressLine1Txt
CityRochesterCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14623ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472606205EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFERY AND PATRICIA DAVISBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEFFBusinessNameControlTxt
Phone5853814661PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line161 WEST JEFFERSON ROADAddressLine1Txt
CityPITTSFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14534ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFERY A DAVISPersonNm
Person TitleDirectorPersonTitleTxt
Signature2017-09-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASON A DELAURENTIIS CPAPreparerPersonNm
PTINP01063277PTIN
Phone5852729880PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$856,873FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$28,305DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,305DividendsNetInvstIncmAmt
Dividends Adj Net Incm$28,305DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,745NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,745GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,745CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$33,056TotalRevAndExpnssAmt
Total Net Invst Incm$33,056TotalNetInvstIncmAmt
Total Adj Net Incm$28,311TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$8,313OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,313OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,313TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,313TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,313TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,313TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$34,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,257ExcessRevenueOverExpensesAmt
Net Investment Income$24,743NetInvestmentIncomeAmt
Adjusted Net Income$28,311AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Other Investments BOY$757,729OtherInvestmentsBOYAmt
Other Investments EOY$748,472OtherInvestmentsEOYAmt
Other Investments EOYFMV$856,873OtherInvestmentsEOYFMVAmt
Total Assets BOY$757,729TotalAssetsBOYAmt
Total Assets EOY$748,472TotalAssetsEOYAmt
Total Assets EOYFMV$856,873TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$757,729CapitalStockBOYAmt
Capital Stock EOY$748,472CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$757,729TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$748,472TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$757,729TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$748,472TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$757,729TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,257ExcessRevenueOverExpensesAmt
Subtotal$748,472SubtotalAmt
Tot Net Ast Or Fund Balances EOY$748,472TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCapital Gain DividendsPropertyDesc
Gain Or Loss$4,745GainOrLossAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$4,745CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,236AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$739,994NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.00843DistributionYr1Rt
Net Vl Noncharitable Assets Yr2$652,321NetVlNoncharitableAssetsYr2Amt
Total Distribution0.008427TotalDistributionRt
Average Distribution0.004214AverageDistributionRt
Net Vl Noncharitable Assets$828,813NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,493AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$247NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,740AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$34,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$247InvestmentIncomeExciseTaxAmt
Subtotal$247SubtotalAmt
Tax Based On Investment Income$247TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,836EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,836TotalPaymentsAndCreditsAmt
Overpayment$5,589OverpaymentAmt
Applied To ES Tax$5,589AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JEFFERY A DAVISBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5853814661PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line161 WEST JEFFERSON ROADAddressLine1Txt
CityPITTSFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14534ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JEFFERY A DAVIS
61 WEST JEFFERSON ROADPITTSFORDNY14534Director2.00$0
PATRICIA R DAVIS
61 WEST JEFFERSON ROADPITTSFORDNY14534Director2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$841,435AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$841,435TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$841,435AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,622CashDeemedCharitableAmt
Net Vl Noncharitable Assets$828,813NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,441MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,441MinimumInvestmentReturnAmt
Tax Based On Investment Income$247TaxBasedOnInvestmentIncomeAmt
Total Tax$247TotalTaxAmt
Distributable Before Adj$41,194DistributableBeforeAdjAmt
Distributable Before Ded$41,194DistributableBeforeDedAmt
Distributable As Adjusted$41,194DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,000ExpensesAndContributionsAmt
Qualifying Distributions$34,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$247PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$33,753AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$41,194DistributableAsAdjustedAmt
Undistributed Income PY$33,869UndistributedIncomePYAmt
Qualifying Distributions$34,000QualifyingDistributionsAmt
Applied To Year1$33,869AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$131AppliedToCurrentYearAmt
Undistributed Income CY$41,063UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJEFFERY A DAVISContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NATIONAL CENTER FOR MISSING EXPLOIT
275 LAKE AVENUEROCHESTERNY14608NONE501(c)(3)PROGRAM SUPPORT$3,000
BIVONA CHILD ADVOCACY CENTER
1 MOUNT HOPE AVENUEROCHESTERNY14608NONE501(C)(3)PROGRAM SUPPORT$3,000
WILLOW DOMESTIC VIOLENCE CENTER
PO BOX 39601ROCHESTERNY14604NONE501(c)(3)PROGRAM SUPPORT$1,000
GOLISANO CHILDREN'S HOSPITAL
601 ELMWOOD AVEROCHESTERNY14642NONE501(c)(3)PROGRAM SUPPORT$3,000
VETERANS OUTREACH CENTER
447 SOUTH AVEROCHESTERNY14620NONE501(c)(3)PROGRAM SUPPORT$3,000
RONALD MCDONALD HOUSE
333 WESTMORELAND DRIVEROCHESTERNY14620NONE501(c)(3)PROGRAM SUPPORT$3,000
SCHOOL OF THE HOLY CHILDHOOD
100 GROTON PARKWAYROCHESTERNY14623NONE501(c)(3)PROGRAM SUPPORT$5,000
THE JACK FOUNDATION
500 EAST AVENUEROCHESTERNY14607NONE501(c)(3)PROGRAM SUPPORT$1,000
ADVENT HOUSE
1010 MOSELEY ROADFAIRPORTNY14450NONE501(c)(3)PROGRAM SUPPORT$4,000
GILDAS CLUB
255 ALEXANDER STREETROCHESTERNY14607NONE501(c)(3)PROGRAM SUPPORT$4,000
MIRACLE FIELD OF GREATER ROCHESTER
PO BOX 826WEBSTERNY14580NONE501(c)(3)PROGRAM SUPPORT$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,305RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,745RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$33,056RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$33,056TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$8,313Amt
Net Investment Income$8,313NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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