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Nonprofit · EIN 46-4346156

SHEILA LEE DAVIES CHARITABLE TRUST

Also known as SHEILA LEE DAVIES TTEE

Tax-exempt · ATLANTA, GA 30307

Financials

$1.1M$131K2023$1.1M$267K2024$2M$328K2025
Revenue Expenses · by fiscal year end
Financials of SHEILA LEE DAVIES CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,994,344$328,265$1,666,079$8,105,017$0$8,105,017
December 31, 2024990-PF$1,142,847$266,531$876,316$6,438,938$0$6,438,938
December 31, 2023990-PF$1,109,726$130,538$979,188$5,562,622$0$5,562,622
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,800,000
Dividends
$138,599
Net gain from sales of assets
$55,745

Expenses

Grants and similar amounts paid
$325,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$328,265
Excise tax on investment income
$2,656

Balance sheet and other

Total assets, start of year
$6,438,938
Total assets, end of year
$8,105,017
Total liabilities, end of year
$0
Net assets, end of year
$8,105,017
Fair market value of assets
$10,358,911
Qualifying distributions
$328,265
Net investment income
$194,344

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
SHEILA LEE DAVIES
799 CLIFTON RD NE, ATLANTA, GA 30307
TRUSTEE3$0
JONATHAN DAVIES
799 CLIFTON RD NE, ATLANTA, GA 30307
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
SHEILA LEE DAVIES
799 CLIFTON RD NE, ATLANTA, GA 30307
TRUSTEE3$0
JONATHAN DAVIES
690 Market Street, 504, San Francisco, CA 94104
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
SHEILA LEE DAVIES
799 CLIFTON RD NE, ATLANTA, GA 30307
TRUSTEE2$0
JONATHAN DAVIES
690 Market Street, 504, San Francisco, CA 94104
TRUSTEE1$0

Address and contacts

Address (IRS master file)
799 CLIFTON RD NE, ATLANTA, GA 30307-1221
In care of
% SHEILA LEE DAVIES
Signed the 990-PF
SHEILA LEE DAVIES, TRUSTEE
Phone
(415) 577-9820

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
46-4346156
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
2014
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Unknown (Z99)
Assets (IRS master file)
$8,105,017
Income (IRS master file)
$1,994,344

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,994,344$328,265$8,105,017IRS
990-PFDecember 2024$1,142,847$266,531$6,438,938IRS
990-PFDecember 2023$1,109,726$130,538$5,562,622XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 46-4346156).

Questions about SHEILA LEE DAVIES CHARITABLE TRUST

What is the EIN of SHEILA LEE DAVIES CHARITABLE TRUST?
The employer identification number (EIN) of SHEILA LEE DAVIES CHARITABLE TRUST is 46-4346156.
Is SHEILA LEE DAVIES CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to SHEILA LEE DAVIES CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SHEILA LEE DAVIES CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of SHEILA LEE DAVIES 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 SHEILA LEE DAVIES CHARITABLE TRUST 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 SHEILA LEE DAVIES CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does SHEILA LEE DAVIES CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,994,344, expenses of $328,265 and total assets of $8,105,017 at year end.

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