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Nonprofit · EIN 81-6824068

DAVIES FAMILY EDUCATIONAL FOUNDATION

Also known as DAVID S DAVIES TTEE

Tax-exempt · ONALASKA, WI 54650

Financials

$10K$20K2023$159K$33K2024$270K$32K2025
Revenue Expenses · by fiscal year end
Financials of DAVIES FAMILY EDUCATIONAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$269,601$31,683$237,918$686,475$0$686,475
December 31, 2024990-PF$158,705$32,973$125,732$446,833$0$446,833
December 31, 2023990-PF$9,897$19,653-$9,756$318,317$0$318,317
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$220,000
Dividends
$22,551
Interest
$1,990
Net gain from sales of assets
$25,060

Expenses

Grants and similar amounts paid
$28,475
Disbursements for charitable purposes
$28,475
Excise tax on investment income
$690

Balance sheet and other

Total assets, start of year
$446,833
Total assets, end of year
$686,475
Total liabilities, end of year
$0
Net assets, end of year
$686,475
Fair market value of assets
$686,475
Qualifying distributions
$28,475
Net investment income
$49,669

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
GEORGE DAVIES
3916 ELK RUN DRIVE, EDINBURG, TX 785414454
Trustee0$0
STEVEN M DAVIES
115 17TH AVE S, ONALASKA, WI 546503115
Trustee0$0
NICOLE A DAVIES
115 17TH AVE S, ONALASKA, WI 546503115
Trustee0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
GEORGE DAVIES
3916 ELK RUN DRIVE, MCALLEN, TX 78504
Trustee0$0
STEVEN M DAVIES
115 17TH AVE S, ONALASKA, WI 546503115
Trustee0$0
NICOLE A DAVIES
115 17TH AVE S, ONALASKA, WI 546503115
Trustee0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
GEORGE DAVIES
205 MEADOWLARK CIRCLE, SAVANNAH, GA 314196016
Trustee0$0
STEVEN M DAVIES
115 17TH AVE S, ONALASKA, WI 546503115
Trustee0$0
NICOLE A DAVIES
115 17TH AVE S, ONALASKA, WI 546503115
Trustee0$0

Address and contacts

Address (IRS master file)
1707 JENNIFER CT, ONALASKA, WI 54650-3135
Signed the 990-PF
GEORGE DAVIES, Trustee
Phone
(912) 660-2286
Return prepared by
SCHNEIDER ACCOUNTING & TAX INC

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-6824068
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
2016
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$686,475
Income (IRS master file)
$588,850

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$269,601$31,683$686,475XML
990-PFDecember 2024$158,705$32,973$446,833XML
990-PFDecember 2023$9,897$19,653$318,317XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 81-6824068).

Questions about DAVIES FAMILY EDUCATIONAL FOUNDATION

What is the EIN of DAVIES FAMILY EDUCATIONAL FOUNDATION?
The employer identification number (EIN) of DAVIES FAMILY EDUCATIONAL FOUNDATION is 81-6824068.
Is DAVIES FAMILY EDUCATIONAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to DAVIES FAMILY EDUCATIONAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVIES FAMILY EDUCATIONAL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVIES FAMILY EDUCATIONAL FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DAVIES FAMILY EDUCATIONAL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of DAVIES FAMILY EDUCATIONAL FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does DAVIES FAMILY EDUCATIONAL FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $269,601, expenses of $31,683 and total assets of $686,475 at year end.

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