Nonprofit · EIN 46-1626660
RANDY AND BARBARA DAVIES FAMILY FOUNDATION
Tax-exempt · SOMERSET, PA 15501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $399,529 | $135,636 | $263,893 | $1,015,177 | $0 | $1,015,177 |
| December 31, 2024 | 990-PF | $472,824 | $124,587 | $348,237 | $906,767 | $0 | $906,767 |
| December 31, 2023 | 990-PF | $39,033 | $119,939 | -$80,906 | $809,085 | $0 | $809,085 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $280,914
- Dividends
- $44,691
- Net gain from sales of assets
- $73,856
- Other income
- $68
Expenses
- Grants and similar amounts paid
- $105,000
- Compensation of officers, directors and key employees
- $16,640
- Disbursements for charitable purposes
- $121,007
- Excise tax on investment income
- $1,562
Balance sheet and other
- Total assets, start of year
- $906,767
- Total assets, end of year
- $1,015,177
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,015,177
- Fair market value of assets
- $2,896,647
- Qualifying distributions
- $121,007
- Net investment income
- $118,547
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 |
|---|---|---|---|
| SOMERSET TRUST COMPANY 131 NORTH CENTER AVE PO BOX 1330, SOMERSET, PA 15501 | TRUSTEE | 3 | $16,640 |
| BARBARA DAVIES 169 OXFORD HEIGHTS ROAD, SOMERSET, PA 15501 | CHAIRMAN-BOD & FOUNDATION | 1 | $0 |
| RANDY DAVIES 169 OXFORD HEIGHTS ROAD, SOMERSET, PA 15501 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SOMERSET TRUST COMPANY 131 NORTH CENTER AVE PO BOX 1330, SOMERSET, PA 15501 | TRUSTEE | 1 | $14,192 |
| BARBARA DAVIES 169 OXFORD HEIGHTS ROAD, SOMERSET, PA 15501 | CHAIRMAN-BOD & FOUNDATION | 1 | $0 |
| RANDY DAVIES 169 OXFORD HEIGHTS ROAD, SOMERSET, PA 15501 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SOMERSET TRUST COMPANY 131 NORTH CENTER AVE PO BOX 1330, SOMERSET, PA 15501 | TRUSTEE | 1 | $12,822 |
| BARBARA DAVIES 169 OXFORD HEIGHTS ROAD, SOMERSET, PA 15501 | CHAIRMAN-BOD & FOUNDATION | 1 | $0 |
| RANDY DAVIES 169 OXFORD HEIGHTS ROAD, SOMERSET, PA 15501 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 169 OXFORD HEIGHTS RD, SOMERSET, PA 15501-1136
- Signed the 990-PF
- SOMERSET TRUST COMPANY, TRUSTEE
- Phone
- (814) 445-8442
- Return prepared by
- HILL BARTH & KING 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
- 46-1626660
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,015,177
- Income (IRS master file)
- $493,498
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $399,529 | $135,636 | $1,015,177 | IRS |
| 990-PF | December 2024 | $472,824 | $124,587 | $906,767 | IRS |
| 990-PF | December 2023 | $39,033 | $119,939 | $809,085 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 46-1626660).
Questions about RANDY AND BARBARA DAVIES FAMILY FOUNDATION
- What is the EIN of RANDY AND BARBARA DAVIES FAMILY FOUNDATION?
- The employer identification number (EIN) of RANDY AND BARBARA DAVIES FAMILY FOUNDATION is 46-1626660.
- Is RANDY AND BARBARA DAVIES FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to RANDY AND BARBARA DAVIES FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RANDY AND BARBARA DAVIES FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RANDY AND BARBARA DAVIES FAMILY 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 RANDY AND BARBARA DAVIES FAMILY 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 RANDY AND BARBARA DAVIES FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $16,640 (SOMERSET TRUST COMPANY, TRUSTEE).
- How much revenue does RANDY AND BARBARA DAVIES FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $399,529, expenses of $135,636 and total assets of $1,015,177 at year end.
Other nonprofits in SOMERSET
- SOMERSET COUNTY FOUNDATION INC EIN 25-1556082 · last filed 990 for 2024
- WHEELER FAMILY CHARITABLE FOUNDATION EIN 23-2938580 · last filed 990-PF for 2025
- SUJANSKY FAMILY FOUNDATION EIN 25-1884092 · last filed 990-PF for 2025
- DONALD L AND LINDA FETTEROLF FOUNDATION INC EIN 25-1893642 · last filed 990-PF for 2025
- HADLEY FAMILY FOUNDATION EIN 25-1783304 · last filed 990-PF for 2025
- FRANK S LUCENTE FOUNDATION EIN 23-7949281 · last filed 990-PF for 2025
- JADEN HAROLD ROCK MEMORIAL FOUNDATION INC EIN 83-0753984 · last filed 990-N for 2025
- SOMERSET COUNTY MILITARY FAMILY SUPPORT GROUP EIN 52-2417178 · last filed 990-N for 2025
All nonprofits in SOMERSET · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations