Nonprofit · EIN 30-6010237
THE DONALD F AND MAXINE B DAVISON FOUNDATION
Tax-exempt · SPENCERPORT, NY 14559
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $551,884 | $625,588 | -$73,704 | $8,458,073 | $0 | $8,458,073 |
| December 31, 2024 | 990-PF | $811,831 | $647,369 | $164,462 | $8,531,777 | $0 | $8,531,777 |
| December 31, 2023 | 990-PF | $897,998 | $632,186 | $265,812 | $8,365,315 | $0 | $8,365,315 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $372,489
- Net gain from sales of assets
- $179,395
Expenses
- Grants and similar amounts paid
- $514,000
- Compensation of officers, directors and key employees
- $38,474
- Disbursements for charitable purposes
- $542,856
- Excise tax on investment income
- $6,975
Balance sheet and other
- Total assets, start of year
- $8,531,777
- Total assets, end of year
- $8,458,073
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,458,073
- Fair market value of assets
- $12,916,004
- Qualifying distributions
- $542,856
- Net investment income
- $551,884
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 |
|---|---|---|---|
| MICHAEL BAUM 89 HARDWOOD ROAD, ROCHESTER, NY 14559 | TRUSTEE | 1 | $19,512 |
| TIMOTHY L BAUM 471 REED ROAD, CHURCHVILLE, NY 14428 | TRUSTEE | 1 | $13,512 |
| PATRICK R GEORGE 100 MERIDIAN CENTRE BLVD SUITE 200, ROCHESTER, NY 14618 | TRUSTEE | 1 | $5,450 |
| TODD D GREEN 20 EAST BOULEVARD, ROCHESTER, NY 14610 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY L BAUM 471 REED ROAD, CHURCHVILLE, NY 14428 | TRUSTEE | 1 | $15,287 |
| MICHAEL BAUM 89 HARDWOOD ROAD, ROCHESTER, NY 14559 | TRUSTEE | 1 | $15,287 |
| PATRICK R GEORGE 100 MERIDIAN CENTRE BLVD SUITE 200, ROCHESTER, NY 14618 | TRUSTEE | 1 | $5,250 |
| TODD D GREEN 20 EAST BOULEVARD, ROCHESTER, NY 14610 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY L BAUM 471 REED ROAD, CHURCHVILLE, NY 14428 | TRUSTEE | 1 | $13,082 |
| MICHAEL BAUM 89 HARDWOOD ROAD, ROCHESTER, NY 14559 | TRUSTEE | 1 | $13,082 |
| PATRICK R GEORGE 1000 FIRST FEDERAL PLAZA, ROCHESTER, NY 14614 | TRUSTEE | 1 | $4,750 |
| TODD D GREEN 20 EAST BOULEVARD, ROCHESTER, NY 14610 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 418, SPENCERPORT, NY 14559-0418
- In care of
- % TIMOTHY L BAUM TRUSTEE
- Signed the 990-PF
- TIMOTHY BAUM, TRUSTEE
- Phone
- (585) 352-5111
- Return prepared by
- DAVIE KAPLAN 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
- 30-6010237
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $8,458,073
- Income (IRS master file)
- $961,134
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $551,884 | $625,588 | $8,458,073 | IRS |
| 990-PF | December 2024 | $811,831 | $647,369 | $8,531,777 | XML |
| 990-PF | December 2023 | $897,998 | $632,186 | $8,365,315 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 30-6010237).
Questions about THE DONALD F AND MAXINE B DAVISON FOUNDATION
- What is the EIN of THE DONALD F AND MAXINE B DAVISON FOUNDATION?
- The employer identification number (EIN) of THE DONALD F AND MAXINE B DAVISON FOUNDATION is 30-6010237.
- Is THE DONALD F AND MAXINE B DAVISON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to THE DONALD F AND MAXINE B DAVISON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE DONALD F AND MAXINE B DAVISON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE DONALD F AND MAXINE B DAVISON FOUNDATION 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 THE DONALD F AND MAXINE B DAVISON FOUNDATION 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 THE DONALD F AND MAXINE B DAVISON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 3 received compensation from the organization, the highest $19,512 (MICHAEL BAUM, TRUSTEE).
- How much revenue does THE DONALD F AND MAXINE B DAVISON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $551,884, expenses of $625,588 and total assets of $8,458,073 at year end.
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