Nonprofit · EIN 23-6522683
ROLAND & SARA K DAVIS MEMORIAL TR UA 09-03-71
Tax-exempt · LANCASTER, PA 17604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $28,239 | $21,612 | $6,627 | $327,638 | $0 | $327,638 |
| August 31, 2024 | 990-PF | $22,126 | $19,082 | $3,044 | $321,122 | $0 | $321,122 |
| August 31, 2023 | 990-PF | $15,699 | $21,359 | -$5,660 | $317,843 | $0 | $317,843 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $9,830
- Net gain from sales of assets
- $18,341
- Other income
- $68
Expenses
- Grants and similar amounts paid
- $17,774
- Compensation of officers, directors and key employees
- $3,404
- Disbursements for charitable purposes
- $17,774
- Excise tax on investment income
- $344
Balance sheet and other
- Total assets, start of year
- $321,122
- Total assets, end of year
- $327,638
- Total liabilities, end of year
- $0
- Net assets, end of year
- $327,638
- Fair market value of assets
- $403,390
- Qualifying distributions
- $17,774
- Net investment income
- $28,239
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FULTON BANK N A ONE PENN SQUARE, LANCASTER, PA 17602 | TRUSTEE | 0 | $3,404 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FULTON BANK N A ONE PENN SQUARE, LANCASTER, PA 17602 | TRUSTEE | 0 | $3,178 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FULTON BANK N A ONE PENN SQUARE, LANCASTER, PA 17602 | TRUSTEE | 0 | $2,973 |
Address and contacts
- Address (IRS master file)
- PO BOX 3215, LANCASTER, PA 17604-3215
- In care of
- % FULTON BANK NA
- Signed the 990-PF
- FULTON BANK NA, OFFICER
- Phone
- (717) 255-7652
- Return prepared by
- RELIANCE INTEGRATED SOLUTIONS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 23-6522683
- 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
- 2001
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Religion-related (X110)
- Assets (IRS master file)
- $327,638
- Income (IRS master file)
- $88,471
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $28,239 | $21,612 | $327,638 | XML |
| 990-PF | August 2024 | $22,126 | $19,082 | $321,122 | XML |
| 990-PF | August 2023 | $15,699 | $21,359 | $317,843 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 23-6522683).
Questions about ROLAND & SARA K DAVIS MEMORIAL TR UA 09-03-71
- What is the EIN of ROLAND & SARA K DAVIS MEMORIAL TR UA 09-03-71?
- The employer identification number (EIN) of ROLAND & SARA K DAVIS MEMORIAL TR UA 09-03-71 is 23-6522683.
- Is ROLAND & SARA K DAVIS MEMORIAL TR UA 09-03-71 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to ROLAND & SARA K DAVIS MEMORIAL TR UA 09-03-71 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROLAND & SARA K DAVIS MEMORIAL TR UA 09-03-71 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROLAND & SARA K DAVIS MEMORIAL TR UA 09-03-71 due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROLAND & SARA K DAVIS MEMORIAL TR UA 09-03-71 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of ROLAND & SARA K DAVIS MEMORIAL TR UA 09-03-71?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,404 (FULTON BANK N A, TRUSTEE).
- How much revenue does ROLAND & SARA K DAVIS MEMORIAL TR UA 09-03-71 have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $28,239, expenses of $21,612 and total assets of $327,638 at year end.
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