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Nonprofit · EIN 58-6030091

DAISY DAVIES EDUCATIONAL FOUNDATION FBO FRIENDSHIP CLASS PTREE

Tax-exempt · WOODSTOCK, GA 30188

Financials

$3K$16K2023$102K$31K2024
Revenue Expenses · by fiscal year end
Financials of DAISY DAVIES EDUCATIONAL FOUNDATION FBO FRIENDSHIP CLASS PTREE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$101,659$31,218$70,441$541,208$1,643$539,565
December 31, 2023990-PF$3,156$16,458-$13,302$470,767$1,643$469,124
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$8,000
Dividends
$16,183
Net gain from sales of assets
$77,476

Expenses

Grants and similar amounts paid
$18,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$18,500
Excise tax on investment income
$1,125

Balance sheet and other

Total assets, start of year
$470,767
Total assets, end of year
$541,208
Total liabilities, end of year
$1,643
Net assets, end of year
$539,565
Fair market value of assets
$586,098
Qualifying distributions
$18,500
Net investment income
$93,659

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
DAVID R THOMAS
905 AUDREY DRIVE, WOODSTOCK, GA 30188
TREASURER0$0
EVE P RESPESS
905 AUDREY DRIVE, WOODSTOCK, GA 30188
SECRETARY0$0
KIMBERLY THIESSEN
905 AUDREY DRIVE, WOODSTOCK, GA 30188
TRUSTEE0$0
LINDLEY M SMALL
905 AUDREY DRIVE, WOODSTOCK, GA 30188
CHAIRMAN0$0
SARA M WORDEN
905 AUDREY DRIVE, WOODSTOCK, GA 30188
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
DAVID R THOMAS
905 AUDREY DRIVE, WOODSTOCK, GA 30188
TREASURER0$0
EVE P RESPESS
905 AUDREY DRIVE, WOODSTOCK, GA 30188
SECRETARY0$0
KIMBERLY THIESSEN
905 AUDREY DRIVE, WOODSTOCK, GA 30188
TRUSTEE0$0
LINDLEY M SMALL
905 AUDREY DRIVE, WOODSTOCK, GA 30188
CHAIRMAN0$0
SARA M WORDEN
905 AUDREY DRIVE, WOODSTOCK, GA 30188
TRUSTEE0$0

Address and contacts

Address (IRS master file)
905 AUDREY DR, WOODSTOCK, GA 30188-4209
In care of
% DAVID R THOMAS
Signed the 990-PF
DAVID R THOMAS, TREASURER
Phone
(404) 927-5592
Return prepared by
CRI ADVISORS LLC

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
58-6030091
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
1963
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$541,208
Income (IRS master file)
$501,241

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$101,659$31,218$541,208XML
990-PFDecember 2023$3,156$16,458$470,767XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 58-6030091).

Questions about DAISY DAVIES EDUCATIONAL FOUNDATION FBO FRIENDSHIP CLASS PTREE

What is the EIN of DAISY DAVIES EDUCATIONAL FOUNDATION FBO FRIENDSHIP CLASS PTREE?
The employer identification number (EIN) of DAISY DAVIES EDUCATIONAL FOUNDATION FBO FRIENDSHIP CLASS PTREE is 58-6030091.
Is DAISY DAVIES EDUCATIONAL FOUNDATION FBO FRIENDSHIP CLASS PTREE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
Are donations to DAISY DAVIES EDUCATIONAL FOUNDATION FBO FRIENDSHIP CLASS PTREE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAISY DAVIES EDUCATIONAL FOUNDATION FBO FRIENDSHIP CLASS PTREE file?
Form 990-PF. Private foundations file every year.
When is the next return of DAISY DAVIES EDUCATIONAL FOUNDATION FBO FRIENDSHIP CLASS PTREE 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 DAISY DAVIES EDUCATIONAL FOUNDATION FBO FRIENDSHIP CLASS PTREE 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 DAISY DAVIES EDUCATIONAL FOUNDATION FBO FRIENDSHIP CLASS PTREE?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does DAISY DAVIES EDUCATIONAL FOUNDATION FBO FRIENDSHIP CLASS PTREE have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $101,659, expenses of $31,218 and total assets of $541,208 at year end.

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