Nonprofit · EIN 04-6880358
DAVIS PUBLICATIONS CHARITABLE TR
Also known as WADE WYATT R ETAL TTEE
Tax-exempt · WORCESTER, MA 01608
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $9,778 | $18,473 | -$8,695 | $284,615 | $0 | $284,615 |
| December 31, 2024 | 990-PF | $9,441 | $19,782 | -$10,341 | $265,693 | $0 | $265,693 |
| December 31, 2023 | 990-PF | -$9,853 | $23,643 | -$33,496 | $262,267 | $0 | $262,267 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $7,395
- Net gain from sales of assets
- $2,383
Expenses
- Grants and similar amounts paid
- $15,600
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $15,600
- Excise tax on investment income
- $96
Balance sheet and other
- Total assets, start of year
- $265,693
- Total assets, end of year
- $284,615
- Total liabilities, end of year
- $0
- Net assets, end of year
- $284,615
- Fair market value of assets
- $284,615
- Qualifying distributions
- $15,600
- Net investment income
- $9,778
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 |
|---|---|---|---|
| CURTIS REID 50 PORTLAND STREET, WORCESTER, MA 01608 | CHAIRMAN OF BOARD/TRUSTEE | 1 | $0 |
| P JEFFREY DAVIS 50 PORTLAND STREET, WORCESTER, MA 01608 | CLERK & SECRETARY/TRUSTEE | 1 | $0 |
| ERIKA D WADE 50 PORTLAND STREET, WORCESTER, MA 01608 | TREASURER/ASST. CLERK & SE | 1 | $0 |
| JULIAN WADE 50 PORTLAND STREET, WORCESTER, MA 01608 | PRESIDENT/TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CURTIS REID 50 PORTLAND STREET, WORCESTER, MA 01608 | CHAIRMAN OF BOARD/TRUSTEE | 1 | $0 |
| P JEFFREY DAVIS 50 PORTLAND STREET, WORCESTER, MA 01608 | CLERK & SECRETARY/TRUSTEE | 1 | $0 |
| ERIKA D WADE 50 PORTLAND STREET, WORCESTER, MA 01608 | TREASURER/ASST. CLERK & SE | 1 | $0 |
| JULIAN WADE 50 PORTLAND STREET, WORCESTER, MA 01608 | PRESIDENT/TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CURTIS REID 50 PORTLAND STREET, WORCESTER, MA 01608 | CHAIRMAN OF BOARD/TRUSTEE | 1 | $0 |
| P JEFFREY DAVIS 50 PORTLAND STREET, WORCESTER, MA 01608 | CLERK & SECRETARY/TRUSTEE | 1 | $0 |
| ERIKA D WADE 50 PORTLAND STREET, WORCESTER, MA 01608 | TREASURER/ASST. CLERK & SE | 1 | $0 |
| JULIAN WADE 50 PORTLAND STREET, WORCESTER, MA 01608 | PRESIDENT/TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 50 PORTLAND ST, WORCESTER, MA 01608-2013
- In care of
- % MARY F SMITH
- Signed the 990-PF
- JULIAN D WADE, TRUSTEE
- Phone
- (508) 754-7201
- Return prepared by
- AAFCPAS 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
- 04-6880358
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $284,615
- Income (IRS master file)
- $70,900
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $9,778 | $18,473 | $284,615 | XML |
| 990-PF | December 2024 | $9,441 | $19,782 | $265,693 | IRS |
| 990-PF | December 2023 | -$9,853 | $23,643 | $262,267 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 04-6880358).
Questions about DAVIS PUBLICATIONS CHARITABLE TR
- What is the EIN of DAVIS PUBLICATIONS CHARITABLE TR?
- The employer identification number (EIN) of DAVIS PUBLICATIONS CHARITABLE TR is 04-6880358.
- Is DAVIS PUBLICATIONS CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to DAVIS PUBLICATIONS CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVIS PUBLICATIONS CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVIS PUBLICATIONS CHARITABLE TR 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 DAVIS PUBLICATIONS CHARITABLE TR 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 DAVIS PUBLICATIONS CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does DAVIS PUBLICATIONS CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $9,778, expenses of $18,473 and total assets of $284,615 at year end.
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All nonprofits in WORCESTER · Massachusetts · Philanthropy, voluntarism and grantmaking foundations