Nonprofit · EIN 51-6502626
JAMES L DAVIS TR UA
Also known as 20936-5
Tax-exempt · WILMINGTON, DE 19899
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $76,665 | $33,088 | $43,577 | $522,857 | $0 | $522,857 |
| December 31, 2024 | 990 | $59,234 | $30,651 | $28,583 | $476,431 | $0 | $476,431 |
| December 31, 2023 | 990 | $23,963 | $23,257 | $706 | $450,843 | $0 | $450,843 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $76,665
- Net gain from sales of assets
- $58,939
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $19,256
- Compensation of officers, directors and key employees
- $11,176
- Salaries, compensation and benefits (total)
- $11,176
- Professional fundraising fees
- $0
- Legal fees
- $1,054
- Accounting fees
- $1,500
- Program services (functional)
- $19,256
- Management and general (functional)
- $13,832
Balance sheet and other
- Total assets, start of year
- $476,431
- Total assets, end of year
- $522,857
- Total liabilities, end of year
- $0
- Net assets, end of year
- $522,857
- Publicly traded securities
- $518,216
- Gross receipts
- $90,974
- Employees
- 0
- Year formed
- 1995
- State of legal domicile
- DE
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILMINGTON TRUST CO | TRUSTEE Institutional trustee | 1 | $11,176 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILMINGTON TRUST CO | TRUSTEE Institutional trustee | – | $10,601 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILMINGTON TRUST CO | TRUSTEE Institutional trustee | – | $9,670 |
Address and contacts
- Address (IRS master file)
- PO BOX 70, WILMINGTON, DE 19899-0070
- In care of
- % WILMINGTON TRUST CO
- Mailing address (990-N for 2009)
- C/O WILMINGTON TRUST TAX, 1100 NORTH MARKET STREET, WILMINGTON DE 198900900
- Principal officer (990 for 2025)
- SAME AS BOX C ABOVE
- Principal officer (990-N for 2009)
- WILMINGTON TRUST TRUSTEE, 1100 NORTH MARKET STREET, 7TH FLOOR, WILMINGTON DE 198900900
- Signed the 990
- WILMINGTON TRUST COMPANY, SVP
- Phone
- (239) 397-5002
- Return prepared by
- ERNST & YOUNG US LLP
Mission
The organizations mission is to advance charitable objectives through distributions to other qualified charitable organizations that align with its philanthropic goals.
Program accomplishments
- SUPPORT FOR THE CARLISLE FIRE COExpenses $3,771 · grants $3,771
- SUPPORT FOR THE BAYHEALTH MEDICAL CENTER, INCExpenses $3,771 · grants $3,771
- SUPPORT FOR THE MILFORD HS ALUMNI ASSOCIATIONExpenses $3,771 · grants $3,771
- Expenses $7,943 · grants $7,943
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 51-6502626
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $522,857
- Income (IRS master file)
- $90,974
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $76,665 | $33,088 | $522,857 | IRS |
| 990 | December 2024 | $59,234 | $30,651 | $476,431 | IRS |
| 990 | December 2023 | $23,963 | $23,257 | $450,843 | XML |
| 990 | December 2022 | $15,487 | $39,449 | $449,617 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2009 Officer: WILMINGTON TRUST TRUSTEE | December 31, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
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 51-6502626).
Questions about JAMES L DAVIS TR UA
- What is the EIN of JAMES L DAVIS TR UA?
- The employer identification number (EIN) of JAMES L DAVIS TR UA is 51-6502626.
- Is JAMES L DAVIS TR UA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to JAMES L DAVIS TR UA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does JAMES L DAVIS TR UA 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 JAMES L DAVIS TR UA 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 JAMES L DAVIS TR UA 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 JAMES L DAVIS TR UA?
- The 990 for the year ended December 31, 2025 names SAME AS BOX C ABOVE.
- Who are the officers and directors of JAMES L DAVIS TR UA?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,176 (WILMINGTON TRUST CO, TRUSTEE).
- How much revenue does JAMES L DAVIS TR UA have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $76,665, expenses of $33,088 and total assets of $522,857 at year end.
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