Nonprofit · EIN 13-6069454
SIMON AND ANNIE DAVIS FOUNDATION
Tax-exempt · RYE, NY 10580
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $76,772 | $68,958 | $7,814 | $1,007,288 | $0 | $1,007,288 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $45,990
- Net gain from sales of assets
- $30,782
Expenses
- Grants and similar amounts paid
- $60,600
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $61,725
- Excise tax on investment income
- $981
Balance sheet and other
- Total assets, start of year
- $999,474
- Total assets, end of year
- $1,007,288
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,007,288
- Fair market value of assets
- $1,204,784
- Qualifying distributions
- $61,725
- Net investment income
- $76,772
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 |
|---|---|---|---|
| LEONARD SCHWARTZ 74 LAKE ROAD, RYE, NY 10580 | PRES/TREAS. | 0 | $0 |
| HOWARD J RUBIN C/O DAVIS GILBERT LLP 1675 BROADWAY, NEW YORK, NY 10019 | SECTY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 74 LAKE RD, RYE, NY 10580-1021
- In care of
- % DAVIS GILBERT
- Signed the 990-PF
- LEONARD SCHWARTZ, PRESIDENT
- Phone
- (914) 300-3018
- Return prepared by
- NICOLE JACOBOWITZ CPA PLLC
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
- 13-6069454
- 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
- 1947
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,007,288
- Income (IRS master file)
- $239,504
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $49,745 | $63,032 | $1,002,658 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about SIMON AND ANNIE DAVIS FOUNDATION
- What is the EIN of SIMON AND ANNIE DAVIS FOUNDATION?
- The employer identification number (EIN) of SIMON AND ANNIE DAVIS FOUNDATION is 13-6069454.
- Is SIMON AND ANNIE DAVIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
- Are donations to SIMON AND ANNIE DAVIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SIMON AND ANNIE DAVIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SIMON AND ANNIE DAVIS FOUNDATION 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 SIMON AND ANNIE DAVIS FOUNDATION 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 SIMON AND ANNIE DAVIS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SIMON AND ANNIE DAVIS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $76,772, expenses of $68,958 and total assets of $1,007,288 at year end.
Other nonprofits in RYE
- RYE COUNTRY DAY SCHOOL EIN 13-1740484 · last filed 990 for 2025
- MIRIAM OSBORN MEMORIAL HOME ASSOCIATION EIN 13-5562312 · last filed 990 for 2024
- WESTCHESTER COUNTRY CLUB INC EIN 13-1737009 · last filed 990 for 2024
- APAWAMIS CLUB EIN 13-1695907 · last filed 990 for 2025
- STERLING HOME CARE INC EIN 13-3890611 · last filed 990 for 2024
- AMERICAN YACHT CLUB EIN 13-1695650 · last filed 990 for 2025
- YOUNG MENS CHRISTIAN ASSOCIATION OF RYE N Y EIN 13-1740515 · last filed 990 for 2025
- SHENOROCK SHORE CLUB INC EIN 13-1731140 · last filed 990 for 2024