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Nonprofit · EIN 31-1372548

WILLIAM H DAVIS & DOROTHY M DAVIS & WILLIAM C DAVIS FOUNDATION

Tax-exempt · COLUMBUS, OH 43205

Financials

$1.6M$1.2M2023$3.7M$2.2M2024$3.3M$722K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM H DAVIS & DOROTHY M DAVIS & WILLIAM C DAVIS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$3,314,395$721,648$2,592,747$50,349,174$3,964,700$46,384,474
December 31, 2024990$3,665,004$2,230,670$1,434,334$45,164,145$5,649,050$39,515,095
December 31, 2023990$1,571,086$1,221,773$349,313$43,583,913$6,318,159$37,265,754
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$3,097,711
Net rental income
$216,684
Net gain from sales of assets
$2,219,706
Other revenue
$216,684

Expenses

Grants and similar amounts paid
$616,500
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$6,700
Program services (functional)
$616,500
Management and general (functional)
$105,148

Balance sheet and other

Total assets, start of year
$45,164,145
Total assets, end of year
$50,349,174
Total liabilities, end of year
$3,964,700
Net assets, end of year
$46,384,474
Publicly traded securities
$44,464,989
Net assets without donor restrictions
$46,384,474
Gross receipts
$6,376,279
Employees
0
Volunteers
7
Year formed
1993
State of legal domicile
OH

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, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
DOUGLAS F KRIDLERSECRETARY/TRUSTEE
Trustee or director, Officer
0.5$0$617,573$110,017
SCOTT G HEITKAMPTREASURER/TRUSTEE
Trustee or director, Officer
0.5$0$419,882$73,761
JOHN C LUCASPRESIDENT
Trustee or director, Officer
1$0$0$0
CHASE P WELLSVICE PRESIDENT
Trustee or director, Officer
1$0$0$0
THOMAS R KROUSETRUSTEE
Trustee or director
1$0$0$0
JACQUELYN L WELLSTRUSTEE (THRU 9/4/25)
Trustee or director
1$0$0$0
RONALD L WHISLER MDTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DOUGLAS F KRIDLERASST SECRETARY/ASST TREAS/TRUSTEE
Trustee or director, Officer
0.5$0$905,239$107,467
SCOTT G HEITKAMPTREASURER (AS OF 3/20/24)
Trustee or director, Officer
0.5$0$318,492$63,398
JOHN C LUCASVICE CHAIR/TREAS/TRUSTEE
Trustee or director, Officer
1$0$0$0
RONALD L WHISLER MDVICE PRESIDENT/TRUSTEE
Trustee or director, Officer
1$0$0$0
JAMES L NICHOLSVICE CHAIR/TREAS/TRUSTEE (THRU 3/24)
Trustee or director, Officer
2$0$0$0
JACQUELYN L WELLSCHAIR/PRES/TRUSTEE
Trustee or director, Officer
1$0$0$0
CHASE P WELLSTRUSTEE/SECRETARY
Trustee or director, Officer
1$0$0$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DOUGLAS F KRIDLERASST SECRETARY/ASST TREAS/TRUSTEE
Trustee or director, Officer
0.5$0$574,139$105,945
JOHN C LUCASVICE CHAIR/TREAS/TRUSTEE
Trustee or director, Officer
1$0$0$0
RONALD L WHISLER MDVICE PRESIDENT/TRUSTEE
Trustee or director, Officer
1$0$0$0
JAMES L NICHOLSVICE CHAIR/TREAS/TRUSTEE
Trustee or director, Officer
2$0$0$0
JACQUELYN L WELLSCHAIR/PRES/TRUSTEE
Trustee or director, Officer
1$0$0$0
CHASE P WELLSTRUSTEE/SECRETARY
Trustee or director, Officer
1$0$0$0

Address and contacts

Address (IRS master file)
1234 E BROAD ST, COLUMBUS, OH 43205-1405
In care of
% JAMES I LUCK
Principal officer (990 for 2025)
SCOTT G HEITKAMP, 1234 EAST BROAD ST, COLUMBUS, OH 43205
Signed the 990
SCOTT G HEITKAMP, TREASURER
Phone
(614) 251-4000
Return prepared by
GBQ PARTNERS LLC

Mission

THE MISSION OF THE DAVIS FOUNDATION IN THE CENTRAL OHIO COMMUNITY IS TO CONTINUE THE PHILANTHROPIC PHILOSOPHY OF WILLIAM H. DAVIS, DOROTHY M. DAVIS AND WILLIAM C. DAVIS.CONTINUED ON SCHEDULE O. DURING THEIR LIFETIME, THE DAVIS FAMILY WAS GENEROUS TO A NUMBER OF DESERVING ORGANIZATIONS WITH THE OHIO STATE UNIVERSITY, WILLIAM H. DAVIS ALMA MATER, THE LARGEST BENEFICIARY. THE DAVIS MEDICAL CLINIC, BILL DAVIS BASEBALL STADIUM AND A BUSINESS SCHOOL CHAIR ARE SEVERAL EXAMPLES OF THE DAVIS FAMILIY OSU CONTRIBUTIONS. THE DAVIS FAMILY SUPPORTS EDUCATION, HEALTHCARE AND INTERESTS THAT SERVE THE CHILDREN OF CENTRAL OHIO.

990 for the year ended December 31, 2025

Program accomplishments

  • SOCIAL SERVICES
    Expenses $335,000 · grants $335,000
  • EDUCATION
    Expenses $132,500 · grants $132,500
  • CONSERVATION
    Expenses $75,000 · grants $75,000
  • ADVANCING PHILANTHROPY
    Expenses $30,000 · grants $30,000
  • RELIGION
    Expenses $30,000 · grants $30,000
  • NEIGHBORHOOD
    Expenses $10,000 · grants $10,000
  • HEALTH
    Expenses $4,000 · grants $4,000

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
31-1372548
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
1993
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$50,349,174
Income (IRS master file)
$6,376,279

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$3,314,395$721,648$50,349,174XML
990-TDecember 2025–––IRS
990December 2024$3,665,004$2,230,670$45,164,145XML
990-TDecember 2024–––IRS
990December 2023$1,571,086$1,221,773$43,583,913XML
990-TDecember 2023–––IRS
990December 2022$3,023,395$2,155,822$40,296,719IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 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 31-1372548).

Questions about WILLIAM H DAVIS & DOROTHY M DAVIS & WILLIAM C DAVIS FOUNDATION

What is the EIN of WILLIAM H DAVIS & DOROTHY M DAVIS & WILLIAM C DAVIS FOUNDATION?
The employer identification number (EIN) of WILLIAM H DAVIS & DOROTHY M DAVIS & WILLIAM C DAVIS FOUNDATION is 31-1372548.
Is WILLIAM H DAVIS & DOROTHY M DAVIS & WILLIAM C DAVIS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to WILLIAM H DAVIS & DOROTHY M DAVIS & WILLIAM C DAVIS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does WILLIAM H DAVIS & DOROTHY M DAVIS & WILLIAM C 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 WILLIAM H DAVIS & DOROTHY M DAVIS & WILLIAM C DAVIS 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 WILLIAM H DAVIS & DOROTHY M DAVIS & WILLIAM C DAVIS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of WILLIAM H DAVIS & DOROTHY M DAVIS & WILLIAM C DAVIS FOUNDATION?
The 990 for the year ended December 31, 2025 names SCOTT G HEITKAMP.
Who are the officers and directors of WILLIAM H DAVIS & DOROTHY M DAVIS & WILLIAM C DAVIS FOUNDATION?
The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does WILLIAM H DAVIS & DOROTHY M DAVIS & WILLIAM C DAVIS FOUNDATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $3,314,395, expenses of $721,648 and total assets of $50,349,174 at year end.

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