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JEFFERY AND PATRICIA DAVIS FAMILY FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JEFFERY AND PATRICIA DAVIS FAMILY FOUNDATION INC (EIN 47-2606205)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-07-26
IRS object ID
201602089349100500
Schema version
2015v2.0
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)
Return2016-07-26T06:12:17-07:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

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 Begin2015-07-01TaxPeriodBeginDt

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
Signature2016-07-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJASON A DELAURENTIIS CPAPreparerPersonNm
PTINP01063277PTIN
Phone5852729880PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$811,703FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$57,244ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$26,707DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,707DividendsNetInvstIncmAmt
Dividends Adj Net Incm$26,707DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$261,206NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$322,280GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$261,206CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$345,160TotalRevAndExpnssAmt
Total Net Invst Incm$287,916TotalNetInvstIncmAmt
Total Adj Net Incm$26,710TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$7,435OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,435OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$61InterestRevAndExpnssAmt
Interest Net Invst Incm$61InterestNetInvstIncmAmt
Taxes Rev And Expnss$17,294TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$40OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$40OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,830TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,496TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$40TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,830TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,496TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,040TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$311,330ExcessRevenueOverExpensesAmt
Net Investment Income$280,420NetInvestmentIncomeAmt
Adjusted Net Income$26,710AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Other Investments BOY$446,399OtherInvestmentsBOYAmt
Other Investments EOY$757,729OtherInvestmentsEOYAmt
Other Investments EOYFMV$811,703OtherInvestmentsEOYFMVAmt
Total Assets BOY$446,399TotalAssetsBOYAmt
Total Assets EOY$757,729TotalAssetsEOYAmt
Total Assets EOYFMV$811,703TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$446,399CapitalStockBOYAmt
Capital Stock EOY$757,729CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$446,399TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$757,729TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$446,399TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$757,729TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$446,399TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$311,330ExcessRevenueOverExpensesAmt
Subtotal$757,729SubtotalAmt
Tot Net Ast Or Fund Balances EOY$757,729TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CONSTELLATION BRANDSP2001-01-012015-09-21$130,732$2,553$128,179$128,179
HOME PROPERTIESP2001-01-012015-10-08$112,845$57,244$55,601$55,601
CONSTELLATION BRANDSP2001-01-012016-01-15$70,009$1,277$68,732$68,732
Capital Gain Dividends$8,694
FieldValueIRS element (for citing)
Capital Gain Net Income$261,206CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Net Vl Noncharitable Assets Yr1$652,321NetVlNoncharitableAssetsYr1Amt
Net Vl Noncharitable Assets$739,994NetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,804NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,804AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,040QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,804InvestmentIncomeExciseTaxAmt
Subtotal$2,804SubtotalAmt
Tax Based On Investment Income$2,804TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,640EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$8,640TotalPaymentsAndCreditsAmt
Overpayment$5,836OverpaymentAmt
Applied To ES Tax$5,836AppliedToESTaxAmt

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$751,263AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$751,263TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$751,263AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,269CashDeemedCharitableAmt
Net Vl Noncharitable Assets$739,994NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,000MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,000MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,804TaxBasedOnInvestmentIncomeAmt
Total Tax$2,804TotalTaxAmt
Distributable Before Adj$34,196DistributableBeforeAdjAmt
Distributable Before Ded$34,196DistributableBeforeDedAmt
Distributable As Adjusted$34,196DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,040ExpensesAndContributionsAmt
Qualifying Distributions$9,040QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,804PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,236AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,196DistributableAsAdjustedAmt
Undistributed Income PY$8,713UndistributedIncomePYAmt
Qualifying Distributions$9,040QualifyingDistributionsAmt
Applied To Year1$8,713AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$327AppliedToCurrentYearAmt
Undistributed Income CY$33,869UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 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$1,000
BIVONA CHILD ADVOCACY CENTER
1 MOUNT HOPE AVENUEROCHESTERNY14608NONE501(C)(3)PROGRAM SUPPORT$1,000
WILLOW DOMESTIC VIOLENCE CENTER
PO BOX 39601ROCHESTERNY14604NONE501(c)(3)PROGRAM SUPPORT$1,000
GOLISANO CHILDREN'S HOSPITAL
601 ELMWOOD AVEROCHESTERNY14642NONE501(c)(3)PROGRAM SUPPORT$1,000
VETERANS OUTREACH CENTER
447 SOUTH AVEROCHESTERNY14620NONE501(c)(3)PROGRAM SUPPORT$1,000
BOYS AND GIRLS CLUB OF ROCHESTER
500 GENESEE STREETROCHESTERNY14611NONE501(c)(3)PROGRAM SUPPORT$1,000
RONALD MCDONALD HOUSE
333 WESTMORELAND DRIVEROCHESTERNY14620NONE501(c)(3)PROGRAM SUPPORT$1,000
MAKE A WISH FOUNDATION
1855 MONROE AVENUEROCHESTERNY14618NONE501(c)(3)PROGRAM SUPPORT$1,000
SCHOOL OF THE HOLY CHILDHOOD
100 GROTON PARKWAYROCHESTERNY14623NONE501(c)(3)PROGRAM SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$26,707RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$261,206RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$287,916RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$287,916TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJEFFERY A DAVISContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line161 WEST JEFFERSON ROADAddressLine1Txt
CityPITTSFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14534ZIPCd
FieldValueIRS element (for citing)
Total Contributions$112,860TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1500 SHARES OF HOME PROPERTIESNoncashPropertyDesc
Fair Market Value$112,860FairMarketValueAmt
Received2015-10-07ReceivedDt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING AND PUBLICATION FEESDesc
Revenue And Expenses Per Books$40RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$40DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$7,435Amt
Net Investment Income$7,435NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$17,294Amt

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