Nonprofit · EIN 31-1598507
HAROLD & EVELYN R DAVIS MEMORIAL FOUNDATION INC
Tax-exempt · SARASOTA, FL 34230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $28,309 | $51,752 | -$23,443 | $557,592 | $0 | $557,592 |
| December 31, 2024 | 990-PF | $38,424 | $48,893 | -$10,469 | $571,035 | $0 | $571,035 |
| December 31, 2023 | 990-PF | $24,014 | $33,334 | -$9,320 | $581,504 | $0 | $581,504 |
| December 31, 2022 | 990-PF | $23,187 | $30,285 | -$7,098 | $590,824 | $0 | $590,824 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $19,993
- Net gain from sales of assets
- $8,316
Expenses
- Grants and similar amounts paid
- $45,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $47,511
- Excise tax on investment income
- $341
Balance sheet and other
- Total assets, start of year
- $571,035
- Total assets, end of year
- $557,592
- Total liabilities, end of year
- $0
- Net assets, end of year
- $557,592
- Fair market value of assets
- $720,362
- Qualifying distributions
- $47,511
- Net investment income
- $28,309
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 |
|---|---|---|---|
| KENNETH E DAVIS 28 MARY CHILTON ROAD, NEEDHAM, MA 02492 | SECRETARY/TREAS/DIRECTOR | 1 | $0 |
| RICHARD P DAVIS PO BOX 26034, KNOXVILLE, TN 37912 | PRESIDENT & DIRECTOR | 1 | $0 |
| MARCY E DAVIS 105 W 13TH ST 12A, NEW YORK, NY 10011 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH E DAVIS 28 MARY CHILTON ROAD, NEEDHAM, MA 02492 | SECRETARY/TREAS/DIRECTOR | 1 | $0 |
| RICHARD P DAVIS PO BOX 26034, KNOXVILLE, TN 37912 | PRESIDENT & DIRECTOR | 1 | $0 |
| MARCY E DAVIS 105 W 13TH ST 12A, NEW YORK, NY 10011 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH E DAVIS 28 MARY CHILTON ROAD, NEEDHAM, MA 02492 | SECRETARY/TREAS/DIRECTOR | 1 | $0 |
| RICHARD P DAVIS PO BOX 26034, KNOXVILLE, TN 37912 | PRESIDENT & DIRECTOR | 1 | $0 |
| MARCY E DAVIS 105 W 13TH ST 12A, NEW YORK, NY 10011 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH E DAVIS 28 MARY CHILTON ROAD, NEEDHAM, MA 02492 | SECRETARY/TREAS/DIRECTOR | 1 | $0 |
| RICHARD P DAVIS PO BOX 26034, KNOXVILLE, TN 37912 | PRESIDENT & DIRECTOR | 1 | $0 |
| MARCY E DAVIS 105 W 13TH ST 12A, NEW YORK, NY 10011 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4, SARASOTA, FL 34230-0004
- In care of
- % KERKERING BARBERIO
- Signed the 990-PF
- KENNETH E DAVIS, SECRETARY/TREASURER
- Phone
- (781) 449-9146
- Return prepared by
- KERKERING BARBERIO & CO
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
- 31-1598507
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $557,592
- Income (IRS master file)
- $52,220
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $28,309 | $51,752 | $557,592 | IRS |
| 990-PF | December 2024 | $38,424 | $48,893 | $571,035 | XML |
| 990-PF | December 2023 | $24,014 | $33,334 | $581,504 | XML |
| 990-PF | December 2022 | $23,187 | $30,285 | $590,824 | XML |
| 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 31-1598507).
Questions about HAROLD & EVELYN R DAVIS MEMORIAL FOUNDATION INC
- What is the EIN of HAROLD & EVELYN R DAVIS MEMORIAL FOUNDATION INC?
- The employer identification number (EIN) of HAROLD & EVELYN R DAVIS MEMORIAL FOUNDATION INC is 31-1598507.
- Is HAROLD & EVELYN R DAVIS MEMORIAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to HAROLD & EVELYN R DAVIS MEMORIAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAROLD & EVELYN R DAVIS MEMORIAL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAROLD & EVELYN R DAVIS MEMORIAL FOUNDATION INC 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 HAROLD & EVELYN R DAVIS MEMORIAL FOUNDATION INC 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 HAROLD & EVELYN R DAVIS MEMORIAL FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HAROLD & EVELYN R DAVIS MEMORIAL FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $28,309, expenses of $51,752 and total assets of $557,592 at year end.
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All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations