Nonprofit · EIN 27-6983865
COLAD CHARITABLE TR
Also known as JAMES M DAVIS TTEE
Tax-exempt · NEW YORK, NY 10010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,244,949 | $841,622 | $3,403,327 | $10,963,710 | $0 | $10,963,710 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $357,582
- Net gain from sales of assets
- $3,875,773
- Other income
- $11,594
Expenses
- Grants and similar amounts paid
- $712,000
- Compensation of officers, directors and key employees
- $124,463
- Disbursements for charitable purposes
- $765,408
- Excise tax on investment income
- $57,626
Balance sheet and other
- Total assets, start of year
- $7,588,659
- Total assets, end of year
- $10,963,710
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,963,710
- Fair market value of assets
- $17,720,190
- Qualifying distributions
- $765,408
- Net investment income
- $4,222,001
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 |
|---|---|---|---|
| FIDUCIARY TRUST INTL OF CALIFORNIA ONE MADISON AVE STE 2000, NEW YORK, NY 10010 | CO-TRUSTEE | 1 | $82,938 |
| JAMES M DAVIS 715 WALNUT STREET, PACIFIC GROVE, CA 93950 | CO-TRUSTEE | 1 | $41,525 |
Address and contacts
- Address (IRS master file)
- CO FTCI- ONE MADISON AVE STE 2000, NEW YORK, NY 10010-0000
- In care of
- % FIDUCIARY TRUST CO INTL
- Signed the 990-PF
- JAMES M DAVIS, CO-TRUSTEE
- Phone
- (212) 632-3000
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
- 27-6983865
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $10,963,710
- Income (IRS master file)
- $7,971,876
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,140,867 | $736,768 | $7,968,381 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 COLAD CHARITABLE TR
- What is the EIN of COLAD CHARITABLE TR?
- The employer identification number (EIN) of COLAD CHARITABLE TR is 27-6983865.
- Is COLAD CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to COLAD CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does COLAD CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of COLAD CHARITABLE 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 COLAD CHARITABLE 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 COLAD CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $82,938 (FIDUCIARY TRUST INTL OF CALIFORNIA, CO-TRUSTEE).
- How much revenue does COLAD CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,244,949, expenses of $841,622 and total assets of $10,963,710 at year end.
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