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Nonprofit · EIN 58-6278360

J HAYDN DAVIS FAMILY EDUCATIONAL TRUST

Also known as SUMNER ANN D TTEE

Tax-exempt · LAKE PARK, GA 31636

Financials

$964$1K2023$1K$2502024
Revenue Expenses · by fiscal year end
Financials of J HAYDN DAVIS FAMILY EDUCATIONAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,204$250$954$35,670$0$35,670
December 31, 2023990-PF$964$1,266-$302$35,670$0$35,670
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,204

Expenses

Grants and similar amounts paid
$0
Disbursements for charitable purposes
$1,250
Excise tax on investment income
$13

Balance sheet and other

Total assets, start of year
$35,670
Total assets, end of year
$35,670
Total liabilities, end of year
$0
Net assets, end of year
$35,670
Fair market value of assets
$35,670
Qualifying distributions
$1,250
Net investment income
$1,204

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
ANN D SUMNER
8085 ENOCH LAKE CIRCLE, LAKE PARK, GA 316363911
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
ANN D SUMNER
8085 ENOCH LAKE CIRCLE, LAKE PARK, GA 316363911
TRUSTEE1$0

Address and contacts

Address (IRS master file)
A SUMNER TTEE 8085 ENOCH LAKE CIR, LAKE PARK, GA 31636-0000
In care of
% ANN D SUMNER
Signed the 990-PF
ANN D SUMNER, MS
Phone
(229) 559-9999
Return prepared by
Acorn Valuation

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
58-6278360
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
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$35,670
Income (IRS master file)
$1,204

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,204$250$35,670XML
990-PFDecember 2023$964$1,266$35,670XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 58-6278360).

Questions about J HAYDN DAVIS FAMILY EDUCATIONAL TRUST

What is the EIN of J HAYDN DAVIS FAMILY EDUCATIONAL TRUST?
The employer identification number (EIN) of J HAYDN DAVIS FAMILY EDUCATIONAL TRUST is 58-6278360.
Is J HAYDN DAVIS FAMILY EDUCATIONAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to J HAYDN DAVIS FAMILY EDUCATIONAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does J HAYDN DAVIS FAMILY EDUCATIONAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of J HAYDN DAVIS FAMILY EDUCATIONAL TRUST 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 J HAYDN DAVIS FAMILY EDUCATIONAL TRUST 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 J HAYDN DAVIS FAMILY EDUCATIONAL TRUST?
The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does J HAYDN DAVIS FAMILY EDUCATIONAL TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,204, expenses of $250 and total assets of $35,670 at year end.

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