Nonprofit · EIN 04-6014374
HORATIO DAVIS TR UW DAVIS FUND
Tax-exempt · PITTSBURGH, PA 15230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $17,731 | $34,575 | -$16,844 | $600,531 | $0 | $600,531 |
| June 30, 2024 | 990 | $26,752 | $35,258 | -$8,506 | $617,325 | $0 | $617,325 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $17,731
- Net gain from sales of assets
- $1,100
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $20,168
- Compensation of officers, directors and key employees
- $14,048
- Salaries, compensation and benefits (total)
- $14,048
- Professional fundraising fees
- $0
- Program services (functional)
- $26,022
- Management and general (functional)
- $8,553
Balance sheet and other
- Total assets, start of year
- $617,325
- Total assets, end of year
- $600,531
- Total liabilities, end of year
- $0
- Net assets, end of year
- $600,531
- Publicly traded securities
- $579,847
- Gross receipts
- $133,623
- Employees
- 0
- Year formed
- 1960
- State of legal domicile
- MA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A | CO-TRUSTEE Institutional trustee | – | $10,924 |
| ROBERT QUINAN | CO-TRUSTEE Trustee or director | – | $3,124 |
990 for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BNY MELLON N A | CO-TRUSTEE Institutional trustee | – | $10,297 |
| ROBERT QUINAN | CO-TRUSTEE Trustee or director | – | $2,962 |
Address and contacts
- Address (IRS master file)
- PO BOX 185, PITTSBURGH, PA 15230-0185
- In care of
- % RICHARD E BENNINK
- Signed the 990
- MICHAEL STAGIS, VICE PRESIDENT
- Phone
- (617) 722-7415
- Return prepared by
- PWC US TAX LLP
Mission
THE DAVIS HORATIO TR U/WILL IS A 501(C)(3) ORGANIZATION WHICH PROVIDES SUPPORT TO THE FOLLOWING ORGANIZATION - BAY COVE HUMAN SERVICES
Program accomplishments
- BAY COVE HUMAN SERVICES 66 CANAL STREET BOSTON, MA 02114Expenses $20,168 · grants $20,168
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-6014374
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1972
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $600,531
- Income (IRS master file)
- $133,623
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $17,731 | $34,575 | $600,531 | XML |
| 990 | June 2024 | $26,752 | $35,258 | $617,325 | XML |
| 990 | June 2023 | -$7,007 | $22,700 | $625,891 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 04-6014374).
Questions about HORATIO DAVIS TR UW DAVIS FUND
- What is the EIN of HORATIO DAVIS TR UW DAVIS FUND?
- The employer identification number (EIN) of HORATIO DAVIS TR UW DAVIS FUND is 04-6014374.
- Is HORATIO DAVIS TR UW DAVIS FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to HORATIO DAVIS TR UW DAVIS FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HORATIO DAVIS TR UW DAVIS FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HORATIO DAVIS TR UW DAVIS FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HORATIO DAVIS TR UW DAVIS FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of HORATIO DAVIS TR UW DAVIS FUND?
- The 990 for the year ended June 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $10,924 (BNY MELLON N A, CO-TRUSTEE).
- How much revenue does HORATIO DAVIS TR UW DAVIS FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $17,731, expenses of $34,575 and total assets of $600,531 at year end.
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