Nonprofit · EIN 20-6107035
DAVIES-ELLIS TR
Tax-exempt · EVANSVILLE, IN 47702
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $190,754 | $141,296 | $49,458 | $2,255,699 | $0 | $2,255,699 |
| December 31, 2024 | 990-PF | $346,404 | $143,788 | $202,616 | $2,207,528 | $0 | $2,207,528 |
| December 31, 2023 | 990-PF | $102,765 | $130,929 | -$28,164 | $2,004,912 | $0 | $2,004,912 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $65,039
- Net gain from sales of assets
- $125,715
Expenses
- Grants and similar amounts paid
- $96,000
- Compensation of officers, directors and key employees
- $35,184
- Disbursements for charitable purposes
- $124,225
- Excise tax on investment income
- $2,530
Balance sheet and other
- Total assets, start of year
- $2,207,528
- Total assets, end of year
- $2,255,699
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,255,699
- Fair market value of assets
- $3,037,876
- Qualifying distributions
- $124,225
- Net investment income
- $190,742
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 |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT PO BOX 207, EVANSVILLE, IN 47702 | TRUSTEE | 1 | $35,184 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT PO BOX 207, EVANSVILLE, IN 47702 | TRUSTEE | 1 | $33,887 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT PO BOX 207, EVANSVILLE, IN 47702 | TRUSTEE | 1 | $27,097 |
Address and contacts
- Address (IRS master file)
- PO BOX 207, EVANSVILLE, IN 47702-0207
- In care of
- % OLD NATIONAL TRUST COMPANY
- Signed the 990-PF
- OLD NATIONAL WEALTH MGMT, TRUSTEE
- Phone
- (800) 830-0362
- Return prepared by
- DELOITTE TAX LLP
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
- 20-6107035
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $2,255,699
- Income (IRS master file)
- $476,953
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $190,754 | $141,296 | $2,255,699 | IRS |
| 990-PF | December 2024 | $346,404 | $143,788 | $2,207,528 | XML |
| 990-PF | December 2023 | $102,765 | $130,929 | $2,004,912 | XML |
| 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 20-6107035).
Questions about DAVIES-ELLIS TR
- What is the EIN of DAVIES-ELLIS TR?
- The employer identification number (EIN) of DAVIES-ELLIS TR is 20-6107035.
- Is DAVIES-ELLIS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to DAVIES-ELLIS TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVIES-ELLIS TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVIES-ELLIS 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 DAVIES-ELLIS 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 DAVIES-ELLIS TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $35,184 (OLD NATIONAL WEALTH MANAGEMENT, TRUSTEE).
- How much revenue does DAVIES-ELLIS TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $190,754, expenses of $141,296 and total assets of $2,255,699 at year end.
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