Nonprofit · EIN 34-6520102
ALBERT REES DAVIS ENDOWMENT FUND INC
Tax-exempt · SOLON, OH 44139
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $131,492 | $24,609 | $106,883 | $997,843 | $0 | $997,843 |
| April 30, 2024 | 990 | $113,739 | $29,845 | $83,894 | $917,349 | $0 | $917,349 |
| April 30, 2022 | 990 | $10,762 | $29,497 | -$18,735 | $561,181 | $0 | $561,181 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $4,200
- Program service revenue
- $0
- Investment income
- $127,292
- Net gain from sales of assets
- $111,831
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $20,992
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $24,609
Balance sheet and other
- Total assets, start of year
- $917,349
- Total assets, end of year
- $997,843
- Total liabilities, end of year
- $0
- Net assets, end of year
- $997,843
- Publicly traded securities
- $985,431
- Net assets without donor restrictions
- $613,756
- Net assets with donor restrictions
- $384,087
- Gross receipts
- $351,658
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1960
- State of legal domicile
- OH
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT LEWIS | DIRECTOR Trustee or director | 0 | $0 |
| CHIP COAKLEY | DIRECTOR Trustee or director | 0 | $0 |
| STEVEN P MUIR | TREASURER Officer | 0 | $0 |
| JOSEPH L WILTSIE | PRESIDENT Officer | 0 | $0 |
| SCOTT T HARRISON | SECRETARY Officer | 0 | $0 |
990 for the year ended April 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN P MUIR | Treasurer Officer | – | $0 |
| JOSEPH L WILTSIE | President Officer | – | $0 |
| SCOTT T HARRISON | Secretary Officer | – | $0 |
| THOMAS E EVANS | Director Trustee or director | – | $0 |
990 for the year ended April 30, 2022: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN SPECHT | Vice President Officer | 1 | $0 |
| STEVEN P MUIR | Treasurer Officer | 1 | $0 |
| JOSEPH L WILTSIE | President Officer | 1 | $0 |
| SCOTT T HARRISON | Secretary Officer | 1 | $0 |
| THOMAS E EVANS | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6755 DUNEDEN AVE, SOLON, OH 44139-4049
- In care of
- % STEVEN MUIR
- Principal officer (990 for 2024)
- STEVEN MUIR, 6755 DUNEDEN AVENUE, SOLON, OH 44139
- Signed the 990
- STEVEN MUIR, TREASURER
- Phone
- (440) 488-9260
- Website
- ARDENDOWMENT.ORG
- Return prepared by
- STEFANEK REGALBUTO LLC
Mission
TO CONTRIBUTE FUNDS TO ASSIST IN EDUCATIONAL AND CHARITABLE ACTIVITIES OF ALL KINDS RELATED TO THE FIELD OF MUSIC AND PARTICULARLY MALE CHORUSES AND TO ASSIST STUDENTS OF MUSIC BY MEANS OF SCHOLARSHIPS
Program accomplishments
- GRANTS TO THE SINGER'S CLUB OF CLEVELANDExpenses $24,609 · grants $20,992
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 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 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 34-6520102
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 1962
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $997,843
- Income (IRS master file)
- $351,658
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $131,492 | $24,609 | $997,843 | XML |
| 990 | April 2024 | $113,739 | $29,845 | $917,349 | XML |
| 990 | April 2023 | $197,394 | $45,130 | $738,708 | IRS |
| 990 | April 2022 | $10,762 | $29,497 | $561,181 | XML |
| 990 | April 2021 | – | – | – | 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 34-6520102).
Questions about ALBERT REES DAVIS ENDOWMENT FUND INC
- What is the EIN of ALBERT REES DAVIS ENDOWMENT FUND INC?
- The employer identification number (EIN) of ALBERT REES DAVIS ENDOWMENT FUND INC is 34-6520102.
- Is ALBERT REES DAVIS ENDOWMENT FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to ALBERT REES DAVIS ENDOWMENT FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does ALBERT REES DAVIS ENDOWMENT FUND INC 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 ALBERT REES DAVIS ENDOWMENT FUND INC 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 ALBERT REES DAVIS ENDOWMENT FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of ALBERT REES DAVIS ENDOWMENT FUND INC?
- The 990 for the year ended April 30, 2025 names STEVEN MUIR.
- Who are the officers and directors of ALBERT REES DAVIS ENDOWMENT FUND INC?
- The 990 for the year ended April 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ALBERT REES DAVIS ENDOWMENT FUND INC have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $131,492, expenses of $24,609 and total assets of $997,843 at year end.
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