Nonprofit · EIN 31-6328010
CARLETON F & RUTH T DAVIDSON TRUST
Tax-exempt · SPRINGFIELD, OH 45504
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $366,113 | $495,014 | -$128,901 | $9,176,519 | $0 | $9,176,519 |
| December 31, 2023 | 990-PF | $401,790 | $544,091 | -$142,301 | $8,805,123 | $0 | $8,805,123 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $270,445
- Interest
- $95,643
- Other income
- $25
Expenses
- Grants and similar amounts paid
- $328,000
- Compensation of officers, directors and key employees
- $90,000
- Disbursements for charitable purposes
- $396,849
- Excise tax on investment income
- $5,089
Balance sheet and other
- Total assets, start of year
- $8,805,123
- Total assets, end of year
- $9,176,519
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,176,519
- Fair market value of assets
- $9,176,519
- Qualifying distributions
- $396,849
- Net investment income
- $366,088
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN M STUCKEY 1767 APPIAN WAY, SPRINGFIELD, OH 45503 | TRUSTEE | 10 | $30,000 |
| RONNY E SHUMAKER 2882 BENCHWOOD RD, DAYTON, OH 45414 | TRUSTEE | 10 | $30,000 |
| ROBERT N LANCASTER JR 700 EAST HIGH ST, SPRINGFIELD, OH 45505 | TRUSTEE | 10 | $30,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN M STUCKEY 1767 APPIAN WAY, SPRINGFIELD, OH 45503 | Trustee | 10 | $30,000 |
| RONNY E SHUMAKER 2882 BENCHWOOD RD, DAYTON, OH 45414 | Trustee | 10 | $30,000 |
| ROBERT N LANCASTER JR 700 EAST HIGH ST, SPRINGFIELD, OH 45505 | Trustee | 10 | $30,000 |
Address and contacts
- Address (IRS master file)
- 49 E COLLEGE AVE 100, SPRINGFIELD, OH 45504-2502
- Signed the 990-PF
- STEVEN M STUCKEY, TRUSTEE
- Phone
- (937) 629-0890
- Return prepared by
- BENNETT GROEBER MULLEN & FELTNER 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 | Not 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
- 31-6328010
- 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
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,176,519
- Income (IRS master file)
- $366,113
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $366,113 | $495,014 | $9,176,519 | IRS |
| 990-PF | December 2023 | $401,790 | $544,091 | $8,805,123 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 31-6328010).
Questions about CARLETON F & RUTH T DAVIDSON TRUST
- What is the EIN of CARLETON F & RUTH T DAVIDSON TRUST?
- The employer identification number (EIN) of CARLETON F & RUTH T DAVIDSON TRUST is 31-6328010.
- Is CARLETON F & RUTH T DAVIDSON TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to CARLETON F & RUTH T DAVIDSON TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARLETON F & RUTH T DAVIDSON TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARLETON F & RUTH T DAVIDSON TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARLETON F & RUTH T DAVIDSON TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CARLETON F & RUTH T DAVIDSON TRUST?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $30,000 (STEVEN M STUCKEY, TRUSTEE).
- How much revenue does CARLETON F & RUTH T DAVIDSON TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $366,113, expenses of $495,014 and total assets of $9,176,519 at year end.
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