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Nonprofit · EIN 30-6010237

THE DONALD F AND MAXINE B DAVISON FOUNDATION

Tax-exempt · SPENCERPORT, NY 14559

Financials

$898K$632K2023$812K$647K2024$552K$626K2025
Revenue Expenses · by fiscal year end
Financials of THE DONALD F AND MAXINE B DAVISON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$551,884$625,588-$73,704$8,458,073$0$8,458,073
December 31, 2024990-PF$811,831$647,369$164,462$8,531,777$0$8,531,777
December 31, 2023990-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.

NameTitleHours / weekCompensation
MICHAEL BAUM
89 HARDWOOD ROAD, ROCHESTER, NY 14559
TRUSTEE1$19,512
TIMOTHY L BAUM
471 REED ROAD, CHURCHVILLE, NY 14428
TRUSTEE1$13,512
PATRICK R GEORGE
100 MERIDIAN CENTRE BLVD SUITE 200, ROCHESTER, NY 14618
TRUSTEE1$5,450
TODD D GREEN
20 EAST BOULEVARD, ROCHESTER, NY 14610
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
TIMOTHY L BAUM
471 REED ROAD, CHURCHVILLE, NY 14428
TRUSTEE1$15,287
MICHAEL BAUM
89 HARDWOOD ROAD, ROCHESTER, NY 14559
TRUSTEE1$15,287
PATRICK R GEORGE
100 MERIDIAN CENTRE BLVD SUITE 200, ROCHESTER, NY 14618
TRUSTEE1$5,250
TODD D GREEN
20 EAST BOULEVARD, ROCHESTER, NY 14610
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
TIMOTHY L BAUM
471 REED ROAD, CHURCHVILLE, NY 14428
TRUSTEE1$13,082
MICHAEL BAUM
89 HARDWOOD ROAD, ROCHESTER, NY 14559
TRUSTEE1$13,082
PATRICK R GEORGE
1000 FIRST FEDERAL PLAZA, ROCHESTER, NY 14614
TRUSTEE1$4,750
TODD D GREEN
20 EAST BOULEVARD, ROCHESTER, NY 14610
TRUSTEE1$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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-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
Assets (IRS master file)
$8,458,073
Income (IRS master file)
$961,134

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$551,884$625,588$8,458,073IRS
990-PFDecember 2024$811,831$647,369$8,531,777XML
990-PFDecember 2023$897,998$632,186$8,365,315XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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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