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Nonprofit · EIN 52-1348965

RICHARD & ROSALEE C DAVISON FOUNDATION INC

Tax-exempt · BALTIMORE, MD 21217

Financials

$157K$603K2023$8.5M$500K2024
Revenue Expenses · by fiscal year end
Financials of RICHARD & ROSALEE C DAVISON FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$8,452,559$500,064$7,952,495$9,816,120$0$9,816,120
July 31, 2024990-PF$156,536$603,036-$446,500$1,863,625$0$1,863,625
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$8,198,503
Dividends
$52,745
Interest
$85,721
Net gain from sales of assets
$5,705
Other income
$109,885

Expenses

Grants and similar amounts paid
$486,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$486,026
Excise tax on investment income
$3,336

Balance sheet and other

Total assets, start of year
$1,863,625
Total assets, end of year
$9,816,120
Total liabilities, end of year
$0
Net assets, end of year
$9,816,120
Fair market value of assets
$10,606,562
Qualifying distributions
$486,026
Net investment income
$254,056

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Joanna D Golden
1233 W Mount Royal Ave, Baltimore, MD 212174133
President2$0
Mark E Davison
1233 W Mount Royal Ave, Baltimore, MD 212174133
Vice President2$0
Sarah W Davison
1233 W Mount Royal Ave, Baltimore, MD 212174133
Secretary2$0
John C Davison
1233 W Mount Royal Ave, Baltimore, MD 212174133
Treasurer10$0
990-PF for the year ended July 31, 2024: 3 people
NameTitleHours / weekCompensation
John C Davison
1233 W Mount Royal Ave, Baltimore, MD 212174133
Director10$0
Joanna Davison Golden
1233 W Mount Royal Ave, Baltimore, MD 212174133
Director2$0
Mark E Davison
1233 W Mount Royal Ave, Baltimore, MD 212174133
Director2$0

Address and contacts

Address (IRS master file)
1233 W MOUNT ROYAL AVE, BALTIMORE, MD 21217-4176
Signed the 990-PF
John C Davison, Treasurer
Phone
(410) 727-4586
Return prepared by
Mt Royal Management Company LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
52-1348965
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
1984
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$9,816,120
Income (IRS master file)
$8,713,432

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$8,452,559$500,064$9,816,120XML
990-PFJuly 2024$156,536$603,036$1,863,625XML
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 2020–––IRS
990-PFJuly 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 52-1348965).

Questions about RICHARD & ROSALEE C DAVISON FOUNDATION INC

What is the EIN of RICHARD & ROSALEE C DAVISON FOUNDATION INC?
The employer identification number (EIN) of RICHARD & ROSALEE C DAVISON FOUNDATION INC is 52-1348965.
Is RICHARD & ROSALEE C DAVISON FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to RICHARD & ROSALEE C DAVISON FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RICHARD & ROSALEE C DAVISON FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of RICHARD & ROSALEE C DAVISON FOUNDATION INC due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RICHARD & ROSALEE C DAVISON FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of RICHARD & ROSALEE C DAVISON FOUNDATION INC?
The 990-PF for the year ended July 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does RICHARD & ROSALEE C DAVISON FOUNDATION INC have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $8,452,559, expenses of $500,064 and total assets of $9,816,120 at year end.

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