Nonprofit · EIN 26-3103871
EVELYN M DAVIES FOUNDATION TRUST
Tax-exempt · HOUSTON, TX 77256
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $750,324 | $367,660 | $382,664 | $5,906,464 | $0 | $5,906,464 |
| December 31, 2024 | 990-PF | $355,671 | $332,313 | $23,358 | $5,523,800 | $0 | $5,523,800 |
| December 31, 2023 | 990-PF | $18,973 | $335,239 | -$316,266 | $5,500,442 | $0 | $5,500,442 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $155,462
- Interest
- $1,502
- Net gain from sales of assets
- $593,360
Expenses
- Grants and similar amounts paid
- $301,000
- Compensation of officers, directors and key employees
- $5,000
- Disbursements for charitable purposes
- $306,398
- Excise tax on investment income
- $9,682
Balance sheet and other
- Total assets, start of year
- $5,523,800
- Total assets, end of year
- $5,906,464
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,906,464
- Fair market value of assets
- $6,956,920
- Qualifying distributions
- $306,398
- Net investment income
- $750,324
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 |
|---|---|---|---|
| KATHRYN MILYARD 2009 WALDEN BLVD, FLOWER MOUND, TX 75022 | TRUSTEE | 1 | $1,000 |
| LAURE C MCLAUGHLIN 2106 WYCHWOOD DRIVE, AUSTIN, TX 78746 | TRUSTEE | 1 | $1,000 |
| PHILLIP M KNOX 11307 STONEBRIDGE SHORE CIRCLE, CYPRESS, TX 77433 | TRUSTEE | 1 | $1,000 |
| RICHARD G KNOX 5302 FORT CLARK DRIVE, AUSTIN, TX 78745 | TRUSTEE | 1 | $1,000 |
| ROBERT C KNOX 12049 JUNIETTE STREET, CULVER CITY, CA 90230 | TRUSTEE | 1 | $1,000 |
| EVELYN M DAVIES 4012 16TH STREET, LUBBOCK, TX 79416 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILLIP M KNOX 11307 STONEBRIDGE SHORE CIRCLE, CYPRESS, TX 77433 | TRUSTEE | 1 | $1,000 |
| ROBERT C KNOX 12049 JUNIETTE STREET, CULVER CITY, CA 90230 | TRUSTEE | 1 | $1,000 |
| RICHARD G KNOX 5302 FORT CLARK DRIVE, AUSTIN, TX 78745 | TRUSTEE | 1 | $1,000 |
| KATHRYN MILYARD 2009 WALDEN BLVD, FLOWER MOUND, TX 75022 | TRUSTEE | 1 | $1,000 |
| LAURE C MCLAUGHLIN 2106 WYCHWOOD DRIVE, AUSTIN, TX 78746 | TRUSTEE | 1 | $1,000 |
| EVELYN M DAVIES 4012 16TH STREET, LUBBOCK, TX 79416 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILLIP M KNOX 11307 STONEBRIDGE SHORE CIRCLE, CYPRESS, TX 77433 | TRUSTEE | 1 | $1,000 |
| ROBERT C KNOX 12049 JUNIETTE STREET, CULVER CITY, CA 90230 | TRUSTEE | 1 | $1,000 |
| RICHARD G KNOX 5302 FORT CLARK DRIVE, AUSTIN, TX 78745 | TRUSTEE | 1 | $1,000 |
| KATHRYN MILYARD 2009 WALDEN BLVD, FLOWER MOUND, TX 75022 | TRUSTEE | 1 | $1,000 |
| EVELYN M DAVIES 4012 16TH STREET, LUBBOCK, TX 79416 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 56773, HOUSTON, TX 77256-6773
- In care of
- % EVELYN M DAVIES
- Signed the 990-PF
- EVELYN M DAVIES, TRUSTEE
- Phone
- (281) 256-8602
- Return prepared by
- MOHLE ADAMS 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
- 26-3103871
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,906,464
- Income (IRS master file)
- $3,428,321
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $750,324 | $367,660 | $5,906,464 | XML |
| 990-PF | December 2024 | $355,671 | $332,313 | $5,523,800 | XML |
| 990-PF | December 2023 | $18,973 | $335,239 | $5,500,442 | 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 26-3103871).
Questions about EVELYN M DAVIES FOUNDATION TRUST
- What is the EIN of EVELYN M DAVIES FOUNDATION TRUST?
- The employer identification number (EIN) of EVELYN M DAVIES FOUNDATION TRUST is 26-3103871.
- Is EVELYN M DAVIES FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to EVELYN M DAVIES FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EVELYN M DAVIES FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EVELYN M DAVIES FOUNDATION 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 EVELYN M DAVIES FOUNDATION 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 EVELYN M DAVIES FOUNDATION TRUST?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 5 received compensation from the organization, the highest $1,000 (KATHRYN MILYARD, TRUSTEE).
- How much revenue does EVELYN M DAVIES FOUNDATION TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $750,324, expenses of $367,660 and total assets of $5,906,464 at year end.
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