Nonprofit · EIN 34-7207640
ROBERT & MARY DAVIS FOUNDATION
Also known as ROBERT J DAVIS ET AL TTEE
Tax-exempt · DAYTON, OH 45459
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $79,918 | $919,572 | -$839,654 | $1,249,218 | $0 | $1,249,218 |
| December 31, 2024 | 990-PF | $1,227,536 | $2,039,831 | -$812,295 | $2,088,872 | $0 | $2,088,872 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $20,300
- Dividends
- $59,618
Expenses
- Grants and similar amounts paid
- $895,000
- Disbursements for charitable purposes
- $895,000
- Excise tax on investment income
- $544
Balance sheet and other
- Total assets, start of year
- $2,088,872
- Total assets, end of year
- $1,249,218
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,249,218
- Fair market value of assets
- $3,570,352
- Qualifying distributions
- $895,000
- Net investment income
- $59,618
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 |
|---|---|---|---|
| ROBERT J DAVIS 6234 LOCUST HILL ROAD, DAYTON, OH 45459 | TRUSTEE | 2 | $0 |
| MARY DAVIS 6234 LOCUST HILL ROAD, Dayton, OH 45459 | HONORARY TRUSTEE | 0 | $0 |
| LISA D DAVIS 6919 ST LAURENT CIRCLE, Dayton, OH 45459 | TRUSTEE | 1 | $0 |
| BRETT HOUSEMAN 7760 DATCHET CT, Dayton, OH 45459 | TRUSTEE | 0 | $0 |
| ROBERT DAVIS JR 7865 WINDING WAY NORTH, Tipp City, OH 45371 | TRUSTEE | 0 | $0 |
| DAVID BERRY 5315 SPLIT RAIL, Dayton, OH 45429 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J DAVIS 6234 LOCUST HILL ROAD, DAYTON, OH 45459 | TRUSTEE | 2 | $0 |
| MARY DAVIS 6234 LOCUST HILL ROAD, Dayton, OH 45459 | TRUSTEE | 1 | $0 |
| LISA D DAVIS 6919 ST LAURENT CIRCLE, Dayton, OH 45459 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6234 LOCUST HILL RD, DAYTON, OH 45459-1506
- In care of
- % ROBERT J DAVIS
- Signed the 990-PF
- ROBERT J DAVIS, TRUSTEE
- Phone
- (937) 254-6197
- Return prepared by
- DAVID M BERRY LLC
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
- 34-7207640
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,249,218
- Income (IRS master file)
- $79,918
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $3,054,668 | $1,149,455 | $2,901,166 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about ROBERT & MARY DAVIS FOUNDATION
- What is the EIN of ROBERT & MARY DAVIS FOUNDATION?
- The employer identification number (EIN) of ROBERT & MARY DAVIS FOUNDATION is 34-7207640.
- Is ROBERT & MARY DAVIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to ROBERT & MARY DAVIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT & MARY DAVIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT & MARY 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 ROBERT & MARY DAVIS 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 ROBERT & MARY DAVIS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ROBERT & MARY DAVIS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $79,918, expenses of $919,572 and total assets of $1,249,218 at year end.
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