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Nonprofit · EIN 58-1528127

THE JAMES W DAVIS FOUNDATION INC

Tax-exempt · STATESVILLE, NC 28687

Financials

$394K$456K2023$432K$459K2024
Revenue Expenses · by fiscal year end
Financials of THE JAMES W DAVIS FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$432,255$459,404-$27,149$9,012,429$0$9,012,429
June 30, 2024990-PF$393,539$456,020-$62,481$8,504,899$894$8,504,005
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$432,255

Expenses

Grants and similar amounts paid
$430,000
Compensation of officers, directors and key employees
$6,000
Disbursements for charitable purposes
$434,509
Excise tax on investment income
$5,746

Balance sheet and other

Total assets, start of year
$8,504,899
Total assets, end of year
$9,012,429
Total liabilities, end of year
$0
Net assets, end of year
$9,012,429
Fair market value of assets
$9,012,429
Qualifying distributions
$434,509
Net investment income
$432,255

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM A LONG
125 WICKERSHAM DRIVE, STATESVILLE, NC 28625
FOUNDATION M0$6,000
JOHN N GILBERT
638 S MEETING STREET, STATESVILLE, NC 28677
VICE CHAIRMA0$0
DR MARGARET WILLHIDE
127 COLUMBINE DRIVE, STATESVILLE, NC 28625
SECRETARY0$0
DR RALPH BENTLEY
332 NORTH CENTER STREET, STATESVILLE, NC 28677
CHAIRMAN0$0
NATE MCELWEE
404 W END AVENUE, STATESVILLE, NC 28677
DIRECTOR0$0
W SLOAN GOFORTH
948 SHERWOOD LN, STATESVILLE, NC 28677
DIRECTOR0$0
THOM KINCAID
1567 JENNINGS RD, STATESVILLE, NC 28625
DIRECTOR0$0
SCARLETT CHAPMAN
212 CELESTE ESTATES RD, STATESVILLE, NC 28677
DIRECTOR0$0
WILLIAM A LONG JR
125 WICKERSHAM DRIVE, STATESVILLE, NC 28625
DIRECTOR0$0
990-PF for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
WILLIAM A LONG
125 WICKERSHAM DRIVE, STATESVILLE, NC 28625
FOUNDATION M0$6,000
JOHN N GILBERT
638 S MEETING STREET, STATESVILLE, NC 28677
VICE CHAIRMA0$0
DR MARGARET WILLHIDE
127 COLUMBINE DRIVE, STATESVILLE, NC 28625
SECRETARY0$0
DR RALPH BENTLEY
332 NORTH CENTER STREET, STATESVILLE, NC 28677
CHAIRMAN0$0
NATE MCELWEE
404 W END AVENUE, STATESVILLE, NC 28677
DIRECTOR0$0
W SLOAN GOFORTH
948 SHERWOOD LN, STATESVILLE, NC 28677
DIRECTOR0$0
THOM KINCAID
1567 JENNINGS RD, STATESVILLE, NC 28625
DIRECTOR0$0
SCARLETT CHAPMAN
212 CELESTE ESTATES RD, STATESVILLE, NC 28677
DIRECTOR0$0
WILLIAM A LONG JR
125 WICKERSHAM DRIVE, STATESVILLE, NC 28625
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 1068, STATESVILLE, NC 28687-1068
Signed the 990-PF
WILLIAM A LONG, FOUNDATION MANAGER
Phone
(704) 437-5295
Return prepared by
NORRIS STEWART & RALSTON PA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
58-1528127
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
1983
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$9,012,429
Income (IRS master file)
$432,255

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$432,255$459,404$9,012,429XML
990-PFJune 2024$393,539$456,020$8,504,899XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––IRS
990-PFJune 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 58-1528127).

Questions about THE JAMES W DAVIS FOUNDATION INC

What is the EIN of THE JAMES W DAVIS FOUNDATION INC?
The employer identification number (EIN) of THE JAMES W DAVIS FOUNDATION INC is 58-1528127.
Is THE JAMES W DAVIS FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to THE JAMES W DAVIS FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE JAMES W DAVIS FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THE JAMES W DAVIS FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE JAMES W DAVIS FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of THE JAMES W DAVIS FOUNDATION INC?
The 990-PF for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $6,000 (WILLIAM A LONG, FOUNDATION M).
How much revenue does THE JAMES W DAVIS FOUNDATION INC have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $432,255, expenses of $459,404 and total assets of $9,012,429 at year end.

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