Nonprofit · EIN 20-6920207
H CLAY BRONSON AND RUTH E BRONSON CHARITABLE TRUST
Also known as PAUL R DAVIS TTEE
Tax-exempt · INDEPENDENCE, MO 64050
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $36,516 | $71,251 | -$34,735 | $371,437 | $0 | $371,437 |
| December 31, 2024 | 990-PF | $27,157 | $64,009 | -$36,852 | $406,195 | $0 | $406,195 |
| December 31, 2023 | 990-PF | $16,003 | $68,506 | -$52,503 | $442,923 | $0 | $442,923 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $8,782
- Net gain from sales of assets
- $27,734
Expenses
- Grants and similar amounts paid
- $39,000
- Compensation of officers, directors and key employees
- $26,000
- Disbursements for charitable purposes
- $42,900
- Excise tax on investment income
- $113
Balance sheet and other
- Total assets, start of year
- $406,195
- Total assets, end of year
- $371,437
- Total liabilities, end of year
- $0
- Net assets, end of year
- $371,437
- Fair market value of assets
- $644,830
- Qualifying distributions
- $42,900
- Net investment income
- $36,516
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 R DAVIS 201 N SPRING ST, INDEPENDENCE, MO 64050 | TRUSTEE | 10 | $26,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL R DAVIS 201 N SPRING ST, INDEPENDENCE, MO 64050 | TRUSTEE | 10 | $22,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL R DAVIS 201 N SPRING ST, INDEPENDENCE, MO 64050 | TRUSTEE | 10 | $24,000 |
Address and contacts
- Address (IRS master file)
- CO PAUL DAVIS 201 N SPRING ST, INDEPENDENCE, MO 64050-0000
- In care of
- % PAUL R DAVIS
- Signed the 990-PF
- PAUL R DAVIS, TRUSTEE
- Phone
- (816) 254-0444
- Return prepared by
- JOHN G PRITCHARD CPA PC
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
- 20-6920207
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $371,437
- Income (IRS master file)
- $133,443
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $36,516 | $71,251 | $371,437 | IRS |
| 990-PF | December 2024 | $27,157 | $64,009 | $406,195 | IRS |
| 990-PF | December 2023 | $16,003 | $68,506 | $442,923 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 20-6920207).
Questions about H CLAY BRONSON AND RUTH E BRONSON CHARITABLE TRUST
- What is the EIN of H CLAY BRONSON AND RUTH E BRONSON CHARITABLE TRUST?
- The employer identification number (EIN) of H CLAY BRONSON AND RUTH E BRONSON CHARITABLE TRUST is 20-6920207.
- Is H CLAY BRONSON AND RUTH E BRONSON CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to H CLAY BRONSON AND RUTH E BRONSON CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does H CLAY BRONSON AND RUTH E BRONSON CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of H CLAY BRONSON AND RUTH E BRONSON 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 H CLAY BRONSON AND RUTH E BRONSON 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 H CLAY BRONSON AND RUTH E BRONSON CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $26,000 (PAUL R DAVIS, TRUSTEE).
- How much revenue does H CLAY BRONSON AND RUTH E BRONSON CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $36,516, expenses of $71,251 and total assets of $371,437 at year end.
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