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Nonprofit · EIN 58-1813100

TOM DAVIS FUND

Tax-exempt · WINSTON SALEM, NC 27114

Financials

$324K$403K2023$238K$690K2024
Revenue Expenses · by fiscal year end
Financials of TOM DAVIS FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$238,416$690,453-$452,037$5,351,041$130,000$5,221,041
December 31, 2023990-PF$323,767$402,988-$79,221$5,670,707$0$5,670,707
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$143,437
Interest
$21,680
Net gain from sales of assets
$73,299

Expenses

Grants and similar amounts paid
$568,000
Compensation of officers, directors and key employees
$50,000
Disbursements for charitable purposes
$600,891
Excise tax on investment income
$2,911

Balance sheet and other

Total assets, start of year
$5,670,707
Total assets, end of year
$5,351,041
Total liabilities, end of year
$130,000
Net assets, end of year
$5,221,041
Fair market value of assets
$12,190,024
Qualifying distributions
$600,891
Net investment income
$238,416

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
Winifred D Pierce
915 Kenleigh Circle, WinstonSalem, NC 27106
President, Executive Director10$50,000
Nancy D McGlothlin
172 Warwicke Place, Advance, NC 27006
Director0$0
Juliana D West
6105 Chowning Court, Raleigh, NC 27612
Director0$0
Nicholas F Pierce
124 Plymouth Avenue, WinstonSalem, NC 27104
Director0$0
Thomas H Davis III
1800 Eastwood Road 159, Wilmington, NC 28403
Director0$0
Stephen T West
6105 Chowning Court, Raleigh, NC 27612
Director0$0
Elizabeth D Everhardt
5 Shore Drive, Wrightsville Beach, NC 28480
Director0$0
Thomas H Davis Jr
5185 Williams Road, Lewisville, NC 27023
Vice President, Treasurer0$0
George F Davis
3709 Ridgeway Drive, Pfafftown, NC 27040
Vice President0$0
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
Winifred D Pierce
915 Kenleigh Circle, WinstonSalem, NC 27106
President, Executive Director10$50,000
Thomas H Davis Jr
5185 Williams Road, Lewisville, NC 27023
Vice President, Treasurer0$0
George F Davis
3709 Ridgeway Drive, Pfafftown, NC 27040
Vice President0$0
Nancy D McGlothlin
172 Warwicke Place, Advance, NC 27006
Director0$0
Juliana D West
6105 Chowning Court, Raleigh, NC 27612
Director0$0
Nicholas F Pierce
124 Plymouth Avenue, WinstonSalem, NC 27104
Director0$0
Thomas H Davis III
1800 Eastwood Road 159, Wilmington, NC 28403
Director0$0
Stephen T West
6105 Chowning Court, Raleigh, NC 27612
Director0$0
Elizabeth D Everhardt
5 Shore Drive, Wrightsville Beach, NC 28480
Director0$0

Address and contacts

Address (IRS master file)
PO BOX 25864, WINSTON SALEM, NC 27114-5864
Signed the 990-PF
Winifred Pierce, President
Phone
(910) 262-4314
Return prepared by
Forvis Mazars LLP

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
58-1813100
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
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,351,041
Income (IRS master file)
$2,762,587

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$238,416$690,453$5,351,041XML
990-PFDecember 2023$323,767$402,988$5,670,707XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 58-1813100).

Questions about TOM DAVIS FUND

What is the EIN of TOM DAVIS FUND?
The employer identification number (EIN) of TOM DAVIS FUND is 58-1813100.
Is TOM DAVIS FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to TOM DAVIS FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TOM DAVIS FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of TOM DAVIS FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TOM DAVIS FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of TOM DAVIS FUND?
The 990-PF for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $50,000 (Winifred D Pierce, President, Executive Director).
How much revenue does TOM DAVIS FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $238,416, expenses of $690,453 and total assets of $5,351,041 at year end.

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