Nonprofit · EIN 84-1824000
CAROLYN J DAVIS CHARITABLE TRUST
Tax-exempt · WESTLAKE VLG, CA 91361
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $832,279 | $434,243 | $398,036 | $1,744,035 | $0 | $1,744,035 |
| December 31, 2024 | 990-PF | $810,659 | $436,393 | $374,266 | $1,345,999 | $0 | $1,345,999 |
| December 31, 2023 | 990-PF | $788,426 | $435,066 | $353,360 | $971,733 | $0 | $971,733 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $434,861
- Other income
- $397,418
Expenses
- Grants and similar amounts paid
- $23,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $23,500
Balance sheet and other
- Total assets, start of year
- $1,345,999
- Total assets, end of year
- $1,744,035
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,744,035
- Fair market value of assets
- $1,744,035
- Qualifying distributions
- $23,500
- Net investment income
- $397,418
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN J DAVIS 3946 FRESHWIND CIRCLE, WESTLAKE VILLAGE, CA 91361 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN J DAVIS 3946 FRESHWIND CIRCLE, WESTLAKE VILLAGE, CA 91361 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN J DAVIS 3946 FRESHWIND CIRCLE, WESTLAKE VILLAGE, CA 91361 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3946 FRESHWIND CIR, WESTLAKE VLG, CA 91361-3803
- In care of
- % CAROLYN DAVIS
- Signed the 990-PF
- CAROLYN J DAVIS, TRUSTEE
- Phone
- (818) 707-7829
- Return prepared by
- MEDICAL ACCOUNTING SERVICE INC
California records
California keeps its own records of charities and corporations. Search them by EIN 84-1824000 or by the name CAROLYN J DAVIS CHARITABLE TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | 990-PF 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
- 84-1824000
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $1,744,035
- Income (IRS master file)
- $832,279
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $832,279 | $434,243 | $1,744,035 | IRS |
| 990-PF | December 2024 | $810,659 | $436,393 | $1,345,999 | IRS |
| 990-PF | December 2023 | $788,426 | $435,066 | $971,733 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 84-1824000).
Questions about CAROLYN J DAVIS CHARITABLE TRUST
- What is the EIN of CAROLYN J DAVIS CHARITABLE TRUST?
- The employer identification number (EIN) of CAROLYN J DAVIS CHARITABLE TRUST is 84-1824000.
- Is CAROLYN J DAVIS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to CAROLYN J DAVIS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAROLYN J DAVIS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAROLYN J DAVIS CHARITABLE TRUST 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 CAROLYN J DAVIS CHARITABLE TRUST 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 CAROLYN J DAVIS CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does CAROLYN J DAVIS CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $832,279, expenses of $434,243 and total assets of $1,744,035 at year end.
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