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Nonprofit · EIN 20-7204420

CONARD-DAVIS FAMILY FOUNDATION

Also known as EDWARD W CONARD TTEE

Tax-exempt · NEW YORK, NY 10028

Financials

$971K$2.1M2023$5.2M$1.9M2024
Revenue Expenses · by fiscal year end
Financials of CONARD-DAVIS FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$5,187,834$1,859,876$3,327,958$32,576,600$0$32,576,600
December 31, 2023990-PF$970,673$2,077,308-$1,106,635$29,248,642$0$29,248,642
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$217,105
Interest
$787
Net gain from sales of assets
$4,384,158
Other income
$585,784

Expenses

Grants and similar amounts paid
$1,725,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,725,750
Excise tax on investment income
$70,666

Balance sheet and other

Total assets, start of year
$29,248,642
Total assets, end of year
$32,576,600
Total liabilities, end of year
$0
Net assets, end of year
$32,576,600
Fair market value of assets
$50,274,027
Qualifying distributions
$1,725,750
Net investment income
$5,185,514

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
EDWARD W CONARD
1202 LEXINGTON AVE PO BOX 109, NEW YORK, NY 10028
TRUSTEE1$0
JILL A DAVIS
1202 LEXINGTON AVE PO BOX 109, NEW YORK, NY 10028
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
EDWARD W CONARD
1202 LEXINGTON AVE PO BOX 109, NEW YORK, NY 10028
TRUSTEE1$0
JILL A DAVIS
1202 LEXINGTON AVE PO BOX 109, NEW YORK, NY 10028
TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 109, NEW YORK, NY 10028-0015
In care of
% EDWARD CONARD
Signed the 990-PF
EDWARD CONARD, TRUSTEE
Phone
(646) 472-8860
Return prepared by
ERNST & YOUNG US 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-7204420
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$32,576,600
Income (IRS master file)
$8,570,797

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$5,187,834$1,859,876$32,576,600XML
990-PFDecember 2023$970,673$2,077,308$29,248,642XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 20-7204420).

Questions about CONARD-DAVIS FAMILY FOUNDATION

What is the EIN of CONARD-DAVIS FAMILY FOUNDATION?
The employer identification number (EIN) of CONARD-DAVIS FAMILY FOUNDATION is 20-7204420.
Is CONARD-DAVIS FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to CONARD-DAVIS FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CONARD-DAVIS FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CONARD-DAVIS FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CONARD-DAVIS FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CONARD-DAVIS FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does CONARD-DAVIS FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,187,834, expenses of $1,859,876 and total assets of $32,576,600 at year end.

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