Nonprofit · EIN 81-4784235
DAVIS H ELLIOT COMPANY EDUCATIONAL FOUNDATION
Tax-exempt · LEXINGTON, KY 40509
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $595,755 | $860,162 | -$264,407 | $1,538,581 | $0 | $1,538,581 |
| December 31, 2023 | 990-PF | $462,049 | $188,087 | $273,962 | $1,802,988 | $0 | $1,802,988 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $542,253
- Dividends
- $50,662
- Interest
- $27
- Net gain from sales of assets
- $2,813
Expenses
- Grants and similar amounts paid
- $851,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $851,000
- Excise tax on investment income
- $616
Balance sheet and other
- Total assets, start of year
- $1,802,988
- Total assets, end of year
- $1,538,581
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,538,581
- Fair market value of assets
- $1,589,671
- Qualifying distributions
- $851,000
- Net investment income
- $53,502
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID S HASKINS 673 BLUE SKY PARKWAY, LEXINGTON, KY 40509 | PRESIDENT/DIRECTOR | 1 | $0 |
| WILLIAM D ELLIOT 21 KIRK AVENUE SW, ROANOKE, VA 24011 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| B C KIMMEL 21 KIRK AVENUE SW, ROANOKE, VA 24011 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| SCOTT NAVIS 673 BLUE SKY PARKWAY, LEXINGTON, KY 40509 | VICE PRESIDENT/DIRECTOR | 5 | $0 |
| NICHOLAS CONTE 21 KIRK AVENUE SW, ROANOKE, VA 24011 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID S HASKINS 673 BLUE SKY PARKWAY, LEXINGTON, KY 40509 | PRESIDENT/DIRECTOR | 1 | $0 |
| WILLIAM D ELLIOT 21 KIRK AVENUE SW, ROANOKE, VA 24011 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| B C KIMMEL 21 KIRK AVENUE SW, ROANOKE, VA 24011 | VICE PRESIDENT/DIRECTOR | 1 | $0 |
| SCOTT NAVIS 673 BLUE SKY PARKWAY, LEXINGTON, KY 40509 | VICE PRESIDENT/DIRECTOR | 5 | $0 |
| NICHOLAS CONTE 21 KIRK AVENUE SW, ROANOKE, VA 24011 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 673 BLUE SKY PKWY, LEXINGTON, KY 40509-9459
- In care of
- % NICHOLAS CONTE
- Signed the 990-PF
- SCOTT NAVIS, VICE PRESIDENT
- Phone
- (859) 263-5148
- Return prepared by
- BROWN EDWARDS & COMPANY 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-4784235
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,538,581
- Income (IRS master file)
- $654,661
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $595,755 | $860,162 | $1,538,581 | IRS |
| 990-PF | December 2023 | $462,049 | $188,087 | $1,802,988 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
| 990-PF | December 2016 | – | – | – | 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 81-4784235).
Questions about DAVIS H ELLIOT COMPANY EDUCATIONAL FOUNDATION
- What is the EIN of DAVIS H ELLIOT COMPANY EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of DAVIS H ELLIOT COMPANY EDUCATIONAL FOUNDATION is 81-4784235.
- Is DAVIS H ELLIOT COMPANY EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to DAVIS H ELLIOT COMPANY EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVIS H ELLIOT COMPANY EDUCATIONAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVIS H ELLIOT COMPANY EDUCATIONAL FOUNDATION 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 DAVIS H ELLIOT COMPANY EDUCATIONAL FOUNDATION 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 DAVIS H ELLIOT COMPANY EDUCATIONAL FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does DAVIS H ELLIOT COMPANY EDUCATIONAL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $595,755, expenses of $860,162 and total assets of $1,538,581 at year end.
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