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Nonprofit · EIN 52-1521276

DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST

Also known as DISABLED AMERICAN VETERANS DAV

Tax-exempt · ERLANGER, KY 41018

Financials

$20.8M$11.4M2024$33.7M$18.4M2025
Revenue Expenses · by fiscal year end
Financials of DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$33,698,099$18,390,068$15,308,031$91,075,366$5,196,398$85,878,968
December 31, 2024990$20,800,450$11,410,355$9,390,095$77,256,489$5,317,438$71,939,051
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$21,657,531
Program service revenue
$0
Investment income
$12,040,568
Net gain from sales of assets
$9,030,970
Other revenue
$0

Expenses

Grants and similar amounts paid
$17,862,856
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$7,743
Accounting fees
$51,682
Travel
$13,916
Depreciation
$8,856
Program services (functional)
$17,979,032
Management and general (functional)
$316,569
Fundraising (functional)
$94,467

Balance sheet and other

Total assets, start of year
$77,256,489
Total assets, end of year
$91,075,366
Total liabilities, end of year
$5,196,398
Net assets, end of year
$85,878,968
Land, buildings and equipment
$3,582
Publicly traded securities
$84,941,275
Net assets without donor restrictions
$85,878,968
Gross receipts
$78,422,315
Employees
0
Volunteers
8
Year formed
1986
State of legal domicile
DC

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
BARRY A JESINOSKIVICE PRESIDENT
Trustee or director, Officer
6$0
DENNIS R NIXONSECRETARY / TREASURER
Trustee or director, Officer
6$0
J MARC BURGESSPRESIDENT
Trustee or director, Officer
6$0
Coleman F NeeDirector (8/25-12/25)
Trustee or director
4$0
DANIEL CONTRERASDIRECTOR (1/25-8/25)
Trustee or director
4$0
DANNY OLIVERDIRECTOR
Trustee or director
4$0
DENICE T WILLIAMSDIRECTOR
Trustee or director
4$0
KIM K HUBERSDIRECTOR
Trustee or director
4$0
990 for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
BARRY A JESINOSKIVICE PRESIDENT
Trustee or director, Officer
6$0
DENNIS R NIXONSECRETARY/TREASURER
Trustee or director, Officer
6$0
J MARC BURGESSDirector (1/24-8/24), PRESIDENT (8/24-12/24)
Trustee or director, Officer
6$0
RICHARD E MARBESPRESIDENT (1/24-8/24)
Trustee or director, Officer
6$0
DANIEL CONTRERASDIRECTOR (8/24-12/24)
Trustee or director
4$0
DANNY OLIVERDIRECTOR
Trustee or director
4$0
DENICE T WILLIAMSDIRECTOR
Trustee or director
4$0
KIM K HUBERSDIRECTOR
Trustee or director
4$0
NANCY G ESPINOSADIRECTOR (1/24-8/24)
Trustee or director
4$0

Address and contacts

Address (IRS master file)
860 DOLWICK DR, ERLANGER, KY 41018-2774
In care of
% BRIDGETTE G SORRELL
Principal officer (990 for 2025)
J Marc Burgess, 860 Dolwick Drive, Erlanger, KY 41018
Signed the 990
J Marc Burgess, President
Phone
(859) 441-7300
Return prepared by
Forvis Mazars LLP

Mission

THE DISABLED AMERICAN VETERANS (DAV) CHARITABLE SERVICE TRUST IS DEDICATED TO ONE, SINGLE PURPOSE: EMPOWERING VETERANS TO LEAD HIGH-QUALITY LIVES WITH RESPECT AND DIGNITY. TO CARRY OUT THIS RESPONSIBILITY, THE CHARITABLE SERVICE TRUST SUPPORTS PHYSICAL AND PSYCHOLOGICAL REHABILITATION PROGRAMS; ENHANCES MOBILITY FOR VETERANS WITH AMPUTATIONS AND SPINAL CORD INJURIES; BENEFITS AGING VETERANS; AIDS AND SHELTERS HOMELESS VETERANS; AND EVALUATES AND ADDRESSES THE NEEDS OF VETERANS WOUNDED IN RECENT WARS AND CONFLICTS AND THEIR CAREGIVERS.

990 for the year ended December 31, 2025

Program accomplishments

  • GRANTS AND ALLOCATIONS TO CHARITABLE PROGRAMS. SEE SCHEDULE I LISTING SUPPORT PROVIDED TO PROGRAMS ASSISTING SICK AND INJURED VETERANS AND THEIR FAMILIES AND SCHEDULE O DESCRIBING THE NEED FOR THESE PROGRAMS.
    Expenses $17,862,856 · grants $17,862,856
  • GRANT PROCESSING AND MISCELLANEOUS SERVICE EXPENDITURES. SEE SCHEDULE I LISTING SUPPORT PROVIDED TO PROGRAMS ASSISTING SICK AND INJURED VETERANS AND THEIR FAMILIES AND SCHEDULE O DESCRIBING THE NEED FOR THESE PROGRAMS.
    Expenses $116,176

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, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
52-1521276
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
1987
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$91,075,366
Income (IRS master file)
$78,422,315

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025–––IRS
990-TDecember 2025–––IRS
990December 2024–––IRS
990-TDecember 2024–––IRS
990December 2023$20,220,279$21,964,289$61,885,409IRS
990December 2022$20,254,210$10,354,150$56,720,432IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS
990December 2017–––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 DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST

What is the EIN of DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST?
The employer identification number (EIN) of DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST is 52-1521276.
Is DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does DISABLED AMERICAN VETERANS CHARITABLE SERVICE 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 DISABLED AMERICAN VETERANS CHARITABLE SERVICE 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 DISABLED AMERICAN VETERANS CHARITABLE SERVICE 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 DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST?
The 990 for the year ended December 31, 2025 names J Marc Burgess.
Who are the officers and directors of DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST?
The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $33,698,099, expenses of $18,390,068 and total assets of $91,075,366 at year end.

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