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Nonprofit · EIN 22-6614249

KATHRYN S DAVIS CHARITABLE FOUNDATION TR

Also known as DEMMERLY FRANK R JR ET AL TTEES

Tax-exempt · VOORHEES, NJ 08043

Financials

$25K$23K2023$108K$44K2024$21K$36K2025
Revenue Expenses · by fiscal year end
Financials of KATHRYN S DAVIS CHARITABLE FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$21,490$35,521-$14,031$398,272$0$398,272
December 31, 2024990-PF$107,854$44,365$63,489$412,255$0$412,255
December 31, 2023990-PF$24,925$22,624$2,301$348,737$0$348,737
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$21,586
Interest
$15
Net gain from sales of assets
-$111

Expenses

Grants and similar amounts paid
$26,600
Compensation of officers, directors and key employees
$3,780
Disbursements for charitable purposes
$30,680
Excise tax on investment income
$274

Balance sheet and other

Total assets, start of year
$412,255
Total assets, end of year
$398,272
Total liabilities, end of year
$0
Net assets, end of year
$398,272
Fair market value of assets
$597,878
Qualifying distributions
$30,680
Net investment income
$21,601

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
NANCY L LLOYD
8 ENKA HILLCREST STREET, CANDLER, NC 28715
TRUSTEE2$1,890
WILLIAM A STOWMAN JR
5715 NW 72ND PLACE, JOHNSTON, IA 50131
TRUSTEE2$1,890
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
WILLIAM ASHTON STOWMAN
209 LOWMAN HOME BARN ROAD, CHAPIN, SC 29036
TRUSTEE2$0
NANCY L LLOYD
8 ENKA HILLCREST STREET, CANDLER, NC 28715
TRUSTEE2$0
WILLIAM A STOWMAN JR
5715 NW 72ND PLACE, JOHNSTON, IA 50131
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
WILLIAM ASHTON STOWMAN
209 LOWMAN HOME BARN ROAD, CHAPIN, SC 29036
TRUSTEE2$0

Address and contacts

Address (IRS master file)
ARCHER GREINER1025 LAUREL OAK RD, VOORHEES, NJ 08043-0000
In care of
% ARCHER & GREINER
Signed the 990-PF
NANCY L LLOYD, TRUSTEE
Phone
(856) 354-3100
Return prepared by
ARCHER & GREINER PC

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
22-6614249
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$398,272
Income (IRS master file)
$262,746

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$21,490$35,521$398,272IRS
990-PFDecember 2024$107,854$44,365$412,255IRS
990-PFDecember 2023$24,925$22,624$348,737XML
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 22-6614249).

Questions about KATHRYN S DAVIS CHARITABLE FOUNDATION TR

What is the EIN of KATHRYN S DAVIS CHARITABLE FOUNDATION TR?
The employer identification number (EIN) of KATHRYN S DAVIS CHARITABLE FOUNDATION TR is 22-6614249.
Is KATHRYN S DAVIS CHARITABLE FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to KATHRYN S DAVIS CHARITABLE FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KATHRYN S DAVIS CHARITABLE FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of KATHRYN S DAVIS CHARITABLE FOUNDATION TR 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 KATHRYN S DAVIS CHARITABLE FOUNDATION TR 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 KATHRYN S DAVIS CHARITABLE FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $1,890 (NANCY L LLOYD, TRUSTEE).
How much revenue does KATHRYN S DAVIS CHARITABLE FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $21,490, expenses of $35,521 and total assets of $398,272 at year end.

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