Nonprofit · EIN 81-4757835
AITKEN-DAVIES FOUNDATION
Tax-exempt · PRINCETON, NJ 08540
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $310,404 | $65,173 | $245,231 | $3,867,792 | $0 | $3,867,792 |
| November 30, 2023 | 990-PF | $338,819 | $342,900 | -$4,081 | $3,622,561 | $0 | $3,622,561 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $250,000
- Dividends
- $19,483
- Interest
- $40,921
Expenses
- Grants and similar amounts paid
- $62,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $65,000
- Excise tax on investment income
- $840
Balance sheet and other
- Total assets, start of year
- $3,622,561
- Total assets, end of year
- $3,867,792
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,867,792
- Fair market value of assets
- $4,351,880
- Qualifying distributions
- $65,000
- Net investment income
- $60,404
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE E AITKEN-DAVIES 300 PRETTY BROOK ROAD, PRINCETON, NJ 08540 | CO-PRESIDENT | 5 | $0 |
| ASHLEY E AITKEN-DAVIES 300 PRETTY BROOK ROAD, PRINCETON, NJ 08540 | CO-PRESIDENT | 5 | $0 |
| WILLIAM J AITKEN-DAVIES C/O 300 PRETTY BROOK ROAD, PRINCETON, NJ 08540 | TREASURER | 5 | $0 |
990-PF for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE E AITKEN-DAVIES 300 PRETTY BROOK ROAD, PRINCETON, NJ 08540 | CO-PRESIDENT | 5 | $0 |
| ASHLEY E AITKEN-DAVIES 300 PRETTY BROOK ROAD, PRINCETON, NJ 08540 | CO-PRESIDENT | 5 | $0 |
| WILLIAM J AITKEN-DAVIES C/O 300 PRETTY BROOK ROAD, PRINCETON, NJ 08540 | TREASURER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 300 PRETTY BROOK RD, PRINCETON, NJ 08540-7525
- In care of
- % GEORGE E AITKEN-DAVIES
- Signed the 990-PF
- GEORGE E AITKEN-DAVIES, CO-PRESIDENT
- Phone
- (203) 655-2800
- Return prepared by
- WALTER BERLINGO & CO 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-4757835
- 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
- 2017
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,867,792
- Income (IRS master file)
- $310,404
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $310,404 | $65,173 | $3,867,792 | IRS |
| 990-PF | November 2023 | $338,819 | $342,900 | $3,622,561 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2019 | – | – | – | IRS |
| 990-PF | November 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 81-4757835).
Questions about AITKEN-DAVIES FOUNDATION
- What is the EIN of AITKEN-DAVIES FOUNDATION?
- The employer identification number (EIN) of AITKEN-DAVIES FOUNDATION is 81-4757835.
- Is AITKEN-DAVIES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to AITKEN-DAVIES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AITKEN-DAVIES FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AITKEN-DAVIES FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AITKEN-DAVIES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of AITKEN-DAVIES FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does AITKEN-DAVIES FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $310,404, expenses of $65,173 and total assets of $3,867,792 at year end.
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