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Nonprofit · EIN 33-6902548

DBC CHARITABLE TRUST

Also known as SHARON D DAVIS TTEE

Tax-exempt · TRUSSVILLE, AL 35173

Financials

$5.5M$400K2025
Revenue Expenses · by fiscal year end
Financials of DBC CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$5,514,343$400,019$5,114,324$5,114,324$0$5,114,324
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$5,514,343
Net gain from sales of assets
$5,504,897
Other revenue
$0

Expenses

Grants and similar amounts paid
$400,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$400,019

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$5,114,324
Total liabilities, end of year
$0
Net assets, end of year
$5,114,324
Net assets with donor restrictions
$5,114,324
Gross receipts
$6,009,446
Employees
0
Volunteers
0
Year formed
2025
State of legal domicile
AL

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 / weekCompensation
LESLEE HUGHESTRUSTEE
Trustee or director
1$0
LEWIS JONESTRUSTEE
Trustee or director
0.5$0
JOHN PLATTTRUSTEE
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
6647 GREEN DR STE 107, TRUSSVILLE, AL 35173-2777
Principal officer (990 for 2025)
LEWIS F JONES JR CPA, 6647 GREEN DRIVE 107, TRUSSVILLE, AL 35175
Signed the 990
LEWIS F JONES JR CPA, TRUSTEE
Phone
(205) 296-8436
Return prepared by
HAYNES DOWNARD LLP

Mission

TO PROVIDE FOR THE ADMINISTRATION AND DISPOSITION OF THE TRUSTPRINCIPAL AND INCOME, DURING THE LIFE OF THE TRUST, AND TO PROVIDE DONATIONS TO 501(C)(3) ORGANIZATIONS, AND IN THE SOLE DISCRETION OF THE CO-TRUSTEES.

990 for the year ended December 31, 2025

Program accomplishments

  • TO PROVIDE FOR THE ADMINISTRATION AND DISPOSITION OF THE TRUSTPRINCIPAL AND INCOME, DURING THE LIFE OF THE TRUST, AND TO PROVIDE DONATIONS TO 501(C)(3) ORGANIZATIONS, AND IN THE SOLE DISCRETION OF THE CO-TRUSTEES.
    Expenses $400,019 · grants $400,000 · revenue $5,504,897

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, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
33-6902548
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2026
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Religion-related (X20)
Assets (IRS master file)
$5,114,324
Income (IRS master file)
$6,009,446

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$5,514,343$400,019$5,114,324XML

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 33-6902548).

Questions about DBC CHARITABLE TRUST

What is the EIN of DBC CHARITABLE TRUST?
The employer identification number (EIN) of DBC CHARITABLE TRUST is 33-6902548.
Is DBC CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
Are donations to DBC CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does DBC CHARITABLE TRUST 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 DBC CHARITABLE TRUST 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 DBC CHARITABLE TRUST 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 DBC CHARITABLE TRUST?
The 990 for the year ended December 31, 2025 names LEWIS F JONES JR CPA.
Who are the officers and directors of DBC CHARITABLE TRUST?
The 990 for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does DBC CHARITABLE TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $5,514,343, expenses of $400,019 and total assets of $5,114,324 at year end.

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