2024-04-11T11:56:05-05:00 2023-12-31 420714325 RSM US LLP 4622 Pennsylvania Ave Ste 1100 Kansas City MO 64112 990PF 2023-01-01 352118361 J & C Davis Family Foundation Inc J&CD 5206152735 2403 E Sentry Ridge Court Tucson AZ 85718 Jeannine M Davis President 5206152735 2024-04-08 1 Jeannine Davis XXX-XX-XXXX 1 Kevin Ensminger P01310558 8167533000 2024-04-08 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 9678633 X 0 X 43182 43182 160406 160406 509654 975262 509654 713242 713242 0 0 0 0 0 3395 0 0 3395 13664 13664 0 0 1965 1965 0 0 698 698 0 0 19722 16327 0 3395 400000 400000 419722 16327 0 403395 293520 696915 0 5679 76831 76831 232398 374727 374727 245303 244413 234828 4682207 4481164 7875190 874443 1156415 1117057 6040030 6333550 9678633 0 0 X 0 0 0 0 6040030 6333550 6040030 6333550 6040030 6333550 6040030 293520 0 6333550 0 6333550 Publicly Traded Securities P 943544 465608 477936 477936 Capital Gains Dividends P 31718 31718 31718 509654 9687 0 9687 0 9687 11325 0 0 0 11325 0 1638 1638 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A Jeannine M Davis 5206152735 2403 E Sentry Ridge Court Tucson AZ 85718 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Jeannine M Davis 2403 E Sentry Ridge Court Tucson AZ 85718 President 1.00 0 0 0 H Coleman Davis III 2403 E Sentry Ridge Court Tucson AZ 85718 Secretary/Treasurer 1.00 0 0 0 NONE 0 NONE 0 N/A 0 0 8887129 365726 0 9252855 0 0 9252855 138793 9114062 455703 455703 9687 9687 446016 0 446016 0 446016 403395 0 403395 446016 0 0 477105 245821 108732 293402 1125060 403395 0 0 0 403395 0 42621 42621 1082439 0 0 0 0 0 0 434484 647955 245821 108732 293402 Jeannine M Davis H Coleman Davis III X Boys and Girls Club of Tucson Inc 5901 S Santa Clara Avenue Tucson AZ 85706 PC Exempt purpose of organization 150000 Banner Health Foundation 2901 N Central Ave 160 Phoenix AZ 85012 PC Exempt purpose of organization 250000 400000 0 14 43182 14 160406 18 509654 0 713242 0 713242 0 0 0 0 0 0 0 0 0 0 1st Source Tax Preparation Fee 245 0 0 245 RSM Tax Preparation Fee 3150 0 0 3150 American Water Cap 60047 59794 Apple Inc 58591 58540 Capital One Finl V-D 147457 149557 Comcast Corp 80627 72328 Diageo Cap PLC 67871 68416 Duke Energy Florida 124806 126550 Fed Rlty Invs TR 50123 49948 FHLB 70455 70818 FNMA PL #Fm9064 60571 54868 FNMA PL #Ma4073 28124 25314 FNMA PL #Ma4311 47218 40039 FNMA PL #Ma4423 41237 35592 GNMA II PL 11782 11070 GNMA Ser 103 CMO 27811 25212 HCP Inc 50292 48827 MasterCard Inc. 92647 95368 Ralph Lauren Corp 62977 58742 Wisconsin P&L 73779 66074 Lord Abbett Shrt Dur Inc-I 92853 84913 Natixis Loomis Say INV 129372 121528 Nuveen Preferred Securit 58665 50006 Vanguard S/T Invest Gr-Adm 551970 513373 Voya Strategic CD 179299 161236 Morgan Stanley 4.875% PFD 54102 45120 Crown Castle ABS 76726 72767 Amazon.Com Inc 48844 180201 Disney Walt CO New 86828 124871 Home Depot Inc 9979 142779 McDonalds Corp 30235 133429 Nike Inc-Class B 70010 184569 Lauder Estee Cos CI-A 50216 58500 Pepsico Inc 25360 67936 Procter & Gamble CO 20191 73270 WalMart Inc 55124 69208 Chevron Corporation 88770 141702 ConocoPhillips 60695 164703 Allstate Corp 29461 112684 American Express CO 44010 179846 Bank of America Corp 79520 117845 JP Morgan Chase & CO 45767 218068 Bristol Myers Squibb CO 61679 56441 Danaher Corp 37282 169110 Intuitive Surgical Inc 102067 200392 Johnson & Johnson 19975 62696 Merck & CO Inc 35543 109020 Thermo Fisher Scientific Inc 17204 164545 Fortive Corp 67881 118692 Honeywell International Inc 64754 146797 Norfolk Southern Corp 22129 143955 United Parcel Service CL B 76272 102200 Veralto Corporation 4908 19989 Apple Inc 11159 180208 Automatic Data Processing Inc 17871 116485 Cisco Systems Inc 23090 63150 Intel Corp 29815 69245 Microsoft Corp 18474 256459 Visa Inc CL A 48157 110649 Alphabet Inc CL A 18728 211630 Alphabet Inc CL C 9268 106966 Amer Fnds New World-F3 355303 472179 iShares Core S&P Small-Cap 581944 660433 iShares MSCI EAFE Value 346717 421020 T Rowe PR Mid Cap Grow-I 214536 365281 WCM Focused Intl Growth-Inc 408411 529094 138532 129609 105881 105219 Bank Fees 698 698 0 0 Investment Management Fees 13664 13664 0 0 1st Source Foreign Taxes Paid 1965 1965 0 0