John And Shirley Davies Foundation
- Assets
- $213.6k
- Revenue
- $22.5k
- Investments
- $202.6k
- Employees
- 0
- Location
- Loveland, OH
- Founding
- 12/1992
- Data as of
- 12/2022
- EIN
- 31-1335126
Organization Overview
John And Shirley Davies Foundation is located in Loveland, OH. The organization was established in 1992. According to its NTEE Classification (B12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. John And Shirley Davies Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, John And Shirley Davies Foundation generated $22.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (7.2%) each year. All expenses for the organization totaled $48.7k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (5.3%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, John And Shirley Davies Foundation has awarded 157 individual grants totaling $181,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ashley Davies President | 2 | $0 | |
Shirley Moran Secretary/treasurer | 15 | $13,000 | |
Ian Davies Vice President | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $21 |
| Dividends & Interest | $11,091 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $11,401 |
| Capital Gain Net Income | $11,401 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $22,513 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $13,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,629 |
| Depreciation | $0 |
| Occupancy | $6,000 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $3,213 |
| Total operating and administrative expenses | $27,742 |
| Contributions, gifts, grants paid | $21,000 |
| Total expenses and disbursements | $48,742 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $11,017 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $213,645 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, John And Shirley Davies Foundation has awarded $21,000 in support to 23 organizations.
| Grant Recipient | Amount |
|---|---|
BIG BROTHER BIG SISTER OF CINCINNATI PURPOSE: GENERAL SUPPORT | $1,000 |
BE CONCERNED INC PURPOSE: GENERAL SUPPORT | $1,000 |
BIG BROTHER BIG SISTER OF CINCINNATI PURPOSE: GENERAL SUPPORT | $500 |
BUILDING BLOCKS FOR KIDS PURPOSE: GENERAL SUPPORT | $2,000 |
DAV-DISABLED AMERICAN VETERANS PURPOSE: GENERAL SUPPORT | $500 |
DAV-DISABLED AMERICAN VETERANS PURPOSE: GENERAL SUPPORT | $1,000 |