Nonprofit · EIN 03-6008435
GILBERT DAVIS CHARITABLE TRUST
Tax-exempt · WINDSOR, VT 05089
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $39,065 | $27,915 | $11,150 | $425,687 | $0 | $425,687 |
| December 31, 2024 | 990-PF | $17,432 | $13,550 | $3,882 | $408,592 | $0 | $408,592 |
| December 31, 2023 | 990-PF | $5,667 | $7,424 | -$1,757 | $359,437 | $0 | $359,437 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $27,850
- Net gain from sales of assets
- $11,215
Expenses
- Grants and similar amounts paid
- $25,340
- Disbursements for charitable purposes
- $25,340
- Excise tax on investment income
- $543
Balance sheet and other
- Total assets, start of year
- $408,592
- Total assets, end of year
- $425,687
- Total liabilities, end of year
- $0
- Net assets, end of year
- $425,687
- Qualifying distributions
- $25,340
- Net investment income
- $39,065
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Voltmer 289 County Road, Windsor, VT 05089 | Secretary | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Voltmer 289 County Road, Windsor, VT 05089 | Secretary | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Paul Voltmer 289 County Road, Windsor, VT 05089 | Secretary | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 703, WINDSOR, VT 05089-0703
- In care of
- % MOUNT ASCUTNEY HOSPITAL
- Signed the 990-PF
- Reverend Paul Voltmer, Secretary
- Phone
- (802) 674-7224
- Return prepared by
- KL ACCOUNTING INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 03-6008435
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $425,687
- Income (IRS master file)
- $57,830
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $39,065 | $27,915 | $425,687 | XML |
| 990-PF | December 2024 | $17,432 | $13,550 | $408,592 | XML |
| 990-PF | December 2023 | $5,667 | $7,424 | $359,437 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-6008435).
Questions about GILBERT DAVIS CHARITABLE TRUST
- What is the EIN of GILBERT DAVIS CHARITABLE TRUST?
- The employer identification number (EIN) of GILBERT DAVIS CHARITABLE TRUST is 03-6008435.
- Is GILBERT DAVIS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to GILBERT DAVIS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does GILBERT DAVIS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GILBERT DAVIS CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GILBERT DAVIS CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of GILBERT DAVIS CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does GILBERT DAVIS CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $39,065, expenses of $27,915 and total assets of $425,687 at year end.
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