Nonprofit · EIN 52-1521276
DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST
Also known as DISABLED AMERICAN VETERANS DAV
Tax-exempt · ERLANGER, KY 41018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $33,698,099 | $18,390,068 | $15,308,031 | $91,075,366 | $5,196,398 | $85,878,968 |
| December 31, 2024 | 990 | $20,800,450 | $11,410,355 | $9,390,095 | $77,256,489 | $5,317,438 | $71,939,051 |
| December 31, 2023 | 990 | $20,220,279 | $21,964,289 | -$1,744,010 | $61,885,409 | $3,553,034 | $58,332,375 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $21,657,531
- Program service revenue
- $0
- Investment income
- $12,040,568
- Net gain from sales of assets
- $9,030,970
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $17,862,856
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $7,743
- Accounting fees
- $51,682
- Travel
- $13,916
- Depreciation
- $8,856
- Program services (functional)
- $17,979,032
- Management and general (functional)
- $316,569
- Fundraising (functional)
- $94,467
Balance sheet and other
- Total assets, start of year
- $77,256,489
- Total assets, end of year
- $91,075,366
- Total liabilities, end of year
- $5,196,398
- Net assets, end of year
- $85,878,968
- Land, buildings and equipment
- $3,582
- Publicly traded securities
- $84,941,275
- Net assets without donor restrictions
- $85,878,968
- Gross receipts
- $78,422,315
- Employees
- 0
- Volunteers
- 8
- Year formed
- 1986
- State of legal domicile
- DC
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARRY A JESINOSKI | VICE PRESIDENT Trustee or director, Officer | 6 | $0 |
| DENNIS R NIXON | SECRETARY / TREASURER Trustee or director, Officer | 6 | $0 |
| J MARC BURGESS | PRESIDENT Trustee or director, Officer | 6 | $0 |
| Coleman F Nee | Director (8/25-12/25) Trustee or director | 4 | $0 |
| DANIEL CONTRERAS | DIRECTOR (1/25-8/25) Trustee or director | 4 | $0 |
| DANNY OLIVER | DIRECTOR Trustee or director | 4 | $0 |
| DENICE T WILLIAMS | DIRECTOR Trustee or director | 4 | $0 |
| KIM K HUBERS | DIRECTOR Trustee or director | 4 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARRY A JESINOSKI | VICE PRESIDENT Trustee or director, Officer | 6 | $0 |
| DENNIS R NIXON | SECRETARY/TREASURER Trustee or director, Officer | 6 | $0 |
| J MARC BURGESS | Director (1/24-8/24), PRESIDENT (8/24-12/24) Trustee or director, Officer | 6 | $0 |
| RICHARD E MARBES | PRESIDENT (1/24-8/24) Trustee or director, Officer | 6 | $0 |
| DANIEL CONTRERAS | DIRECTOR (8/24-12/24) Trustee or director | 4 | $0 |
| DANNY OLIVER | DIRECTOR Trustee or director | 4 | $0 |
| DENICE T WILLIAMS | DIRECTOR Trustee or director | 4 | $0 |
| KIM K HUBERS | DIRECTOR Trustee or director | 4 | $0 |
| NANCY G ESPINOSA | DIRECTOR (1/24-8/24) Trustee or director | 4 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARRY A JESINOSKI | VICE PRESIDENT (6/23-12/23) Trustee or director, Officer | 6 | $0 |
| David l Tannenbaum | Secretary/Treasurer (1/23-2/23) Trustee or director, Officer | 6 | $0 |
| DENNIS R NIXON | SECRETARY/TREASURER (2/23-12/23) Trustee or director, Officer | 6 | $0 |
| J MARC BURGESS | VICE PRESIDENT (1/23-5/23), DIRECTOR (8/23-12/23) Trustee or director, Officer | 6 | $0 |
| RICHARD E MARBES | PRESIDENT Trustee or director, Officer | 6 | $0 |
| DANNY OLIVER | DIRECTOR Trustee or director | 4 | $0 |
| DENICE T WILLIAMS | DIRECTOR Trustee or director | 4 | $0 |
| JOSEPH P PARSETICH | DIRECTOR (1/23-8/23) Trustee or director | 4 | $0 |
| NANCY G ESPINOSA | DIRECTOR (8/23-12/23) Trustee or director | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 860 DOLWICK DR, ERLANGER, KY 41018-2774
- In care of
- % BRIDGETTE G SORRELL
- Principal officer (990 for 2025)
- J Marc Burgess, 860 Dolwick Drive, Erlanger, KY 41018
- Signed the 990
- J Marc Burgess, President
- Phone
- (859) 441-7300
- Website
- CST.DAV.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
THE DISABLED AMERICAN VETERANS (DAV) CHARITABLE SERVICE TRUST IS DEDICATED TO ONE, SINGLE PURPOSE: EMPOWERING VETERANS TO LEAD HIGH-QUALITY LIVES WITH RESPECT AND DIGNITY. TO CARRY OUT THIS RESPONSIBILITY, THE CHARITABLE SERVICE TRUST SUPPORTS PHYSICAL AND PSYCHOLOGICAL REHABILITATION PROGRAMS; ENHANCES MOBILITY FOR VETERANS WITH AMPUTATIONS AND SPINAL CORD INJURIES; BENEFITS AGING VETERANS; AIDS AND SHELTERS HOMELESS VETERANS; AND EVALUATES AND ADDRESSES THE NEEDS OF VETERANS WOUNDED IN RECENT WARS AND CONFLICTS AND THEIR CAREGIVERS.
Program accomplishments
- GRANTS AND ALLOCATIONS TO CHARITABLE PROGRAMS. SEE SCHEDULE I LISTING SUPPORT PROVIDED TO PROGRAMS ASSISTING SICK AND INJURED VETERANS AND THEIR FAMILIES AND SCHEDULE O DESCRIBING THE NEED FOR THESE PROGRAMS.Expenses $17,862,856 · grants $17,862,856
- GRANT PROCESSING AND MISCELLANEOUS SERVICE EXPENDITURES. SEE SCHEDULE I LISTING SUPPORT PROVIDED TO PROGRAMS ASSISTING SICK AND INJURED VETERANS AND THEIR FAMILIES AND SCHEDULE O DESCRIBING THE NEED FOR THESE PROGRAMS.Expenses $116,176
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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-1521276
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W110)
- Assets (IRS master file)
- $91,075,366
- Income (IRS master file)
- $78,422,315
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $33,698,099 | $18,390,068 | $91,075,366 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990 | December 2024 | $20,800,450 | $11,410,355 | $77,256,489 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $20,220,279 | $21,964,289 | $61,885,409 | XML |
| 990 | December 2022 | $20,254,210 | $10,354,150 | $56,720,432 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 52-1521276).
Questions about DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST
- What is the EIN of DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST?
- The employer identification number (EIN) of DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST is 52-1521276.
- Is DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST 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 DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST 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 DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST?
- The 990 for the year ended December 31, 2025 names J Marc Burgess.
- Who are the officers and directors of DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST?
- The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $33,698,099, expenses of $18,390,068 and total assets of $91,075,366 at year end.
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All nonprofits in ERLANGER · Kentucky · Public and societal benefit