Nonprofit · EIN 30-0176266
THE D TRUITT AND LORNA DAVIS FOUNDATION
Tax-exempt · HOUSTON, TX 77008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $141,304 | $120,105 | $21,199 | $3,709,990 | $0 | $3,709,990 |
| December 31, 2023 | 990 | $107,738 | $103,078 | $4,660 | $3,689,929 | $0 | $3,689,929 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $107,416
- Net gain from sales of assets
- -$7,131
- Other revenue
- $33,888
Expenses
- Grants and similar amounts paid
- $109,666
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $109,666
- Management and general (functional)
- $10,439
Balance sheet and other
- Total assets, start of year
- $3,689,929
- Total assets, end of year
- $3,709,990
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,709,990
- Gross unrelated business income
- -$7,131
- Gross receipts
- $268,864
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2003
- State of legal domicile
- TX
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bryan Fisher | Director, President Trustee or director, Officer | 4 | $0 |
| Lamar Mathews | Director, Secretary Trustee or director, Officer | 6 | $0 |
| Jordan Mathews | Director, Vice President Trustee or director, Officer | 2 | $0 |
| Jim Rebello | Director, Treasurer Trustee or director, Officer | 2 | $0 |
| Grant James | Director Trustee or director | 2 | $0 |
| Paul Thompson Jr | Director Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bryan Fisher | Director, President Trustee or director, Officer | 4 | $0 |
| Lamar Mathews | Director, Secretary Trustee or director, Officer | 6 | $0 |
| Jordan Mathews | Director, Vice President Trustee or director, Officer | 2 | $0 |
| Jim Rebello | Director, Treasurer Trustee or director, Officer | 2 | $0 |
| Grant James | Director Trustee or director | 2 | $0 |
| Paul Thompson Jr | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1623 HARVARD ST, HOUSTON, TX 77008-4337
- In care of
- % LAMAR MATHEWS
- Principal officer (990 for 2024)
- Lamar Mathews, 1623 Harvard, Houston, TX 77008
- Signed the 990
- Lamar Mathews, Secretary
- Phone
- (713) 868-3530
- Return prepared by
- Wolfe and Company PC
Mission
To make grants to and engage in support activities for the exclusive benefit of the public charity known as Yellowstone Academy, Houston, TX.
Program accomplishments
- Grant to the public charity known as Yellowstone Academy located in Houston, Texas, which is a 501 (c)(3) organization.Expenses $109,666 · grants $109,666
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 30-0176266
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,709,990
- Income (IRS master file)
- $268,864
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $141,304 | $120,105 | $3,709,990 | IRS |
| 990 | December 2023 | $107,738 | $103,078 | $3,689,929 | XML |
| 990 | December 2022 | $345,618 | $161,296 | $3,687,274 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 30-0176266).
Questions about THE D TRUITT AND LORNA DAVIS FOUNDATION
- What is the EIN of THE D TRUITT AND LORNA DAVIS FOUNDATION?
- The employer identification number (EIN) of THE D TRUITT AND LORNA DAVIS FOUNDATION is 30-0176266.
- Is THE D TRUITT AND LORNA DAVIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to THE D TRUITT AND LORNA DAVIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does THE D TRUITT AND LORNA DAVIS FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE D TRUITT AND LORNA DAVIS 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 THE D TRUITT AND LORNA DAVIS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE D TRUITT AND LORNA DAVIS FOUNDATION?
- The 990 for the year ended December 31, 2024 names Lamar Mathews.
- Who are the officers and directors of THE D TRUITT AND LORNA DAVIS FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does THE D TRUITT AND LORNA DAVIS FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $141,304, expenses of $120,105 and total assets of $3,709,990 at year end.
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