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Nonprofit · EIN 87-2163052

DAVENPORT CHARITABLE TRUST

Tax-exempt · DANVILLE, VA 24541

Financials

$100K$543K2023$289K$591K2024$647K$714K2025
Revenue Expenses · by fiscal year end
Financials of DAVENPORT CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$647,268$714,201-$66,933$9,099,705$0$9,099,705
December 31, 2024990-PF$288,682$590,972-$302,290$9,166,638$0$9,166,638
December 31, 2023990-PF$99,647$543,445-$443,798$9,468,928$0$9,468,928
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$239,732
Net gain from sales of assets
$407,536

Expenses

Grants and similar amounts paid
$625,600
Compensation of officers, directors and key employees
$84,739
Disbursements for charitable purposes
$669,219
Excise tax on investment income
$8,383

Balance sheet and other

Total assets, start of year
$9,166,638
Total assets, end of year
$9,099,705
Total liabilities, end of year
$0
Net assets, end of year
$9,099,705
Fair market value of assets
$12,591,165
Qualifying distributions
$669,219
Net investment income
$647,268

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
ATLANTIC UNION BANK
628 MAIN STREET C/O WEALTH MGMT, DANVILLE, VA 24541
TRUSTEE20$67,309
CHARLES H MAJORS
217 SALISBURY CIRCLE, DANVILLE, VA 24541
TRUSTEE2$5,810
PAUL D ERWIN
416 RIDDLE RD, CHATHAM, VA 24531
TRUSTEE2$5,810
R STEPHEN WILKINSON
493 MOORE DAIRY FARM RD, RINGGOLD, VA 24586
TRUSTEE2$5,810
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
AMERICAN NATIONAL BANK
628 MAIN STREET, DANVILLE, VA 24541
TRUSTEE0.5$62,868
CHARLES H MAJORS
217 SALISBURY CIRCLE, DANVILLE, VA 24541
TRUSTEE0.5$5,000
R STEPHEN WILKINSON
493 MOORE DAIRY FARM RD, RINGGOLD, VA 24586
TRUSTEE0.5$5,000
PAUL D ERWIN
416 RIDDLE RD, CHATHAM, VA 24531
TRUSTEE0.5$5,000
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
AMERICAN NATIONAL BANK
628 MAIN STREET, DANVILLE, VA 24541
TRUSTEE0.5$54,811
CHARLES H MAJORS
217 SALISBURY CIRCLE, DANVILLE, VA 24541
TRUSTEE0.5$5,160
R STEPHEN WILKINSON
493 MOORE DAIRY FARM RD, RINGGOLD, VA 24586
TRUSTEE0.5$5,160
PAUL D ERWIN
416 RIDDLE RD, CHATHAM, VA 24531
TRUSTEE0.5$5,160

Address and contacts

Address (IRS master file)
628 MAIN ST, DANVILLE, VA 24541-1320
In care of
% JOHN SETTLE
Signed the 990-PF
ATLANTIC UNION BANK, TRUSTEE
Phone
(434) 792-5111
Return prepared by
HARRIS HARVEY NEAL & COLLPCPA'S

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
87-2163052
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
2022
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P99)
Assets (IRS master file)
$9,099,705
Income (IRS master file)
$2,956,814

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$647,268$714,201$9,099,705IRS
990-PFDecember 2024$288,682$590,972$9,166,638IRS
990-PFDecember 2023$99,647$543,445$9,468,928XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––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 87-2163052).

Questions about DAVENPORT CHARITABLE TRUST

What is the EIN of DAVENPORT CHARITABLE TRUST?
The employer identification number (EIN) of DAVENPORT CHARITABLE TRUST is 87-2163052.
Is DAVENPORT CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to DAVENPORT CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVENPORT CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVENPORT 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 DAVENPORT 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 DAVENPORT CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $67,309 (ATLANTIC UNION BANK, TRUSTEE).
How much revenue does DAVENPORT CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $647,268, expenses of $714,201 and total assets of $9,099,705 at year end.

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