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Nonprofit · EIN 55-0730152

MCDAVID FOUNDATION

Tax-exempt · GALLATIN, TN 37066

Financials

$137K$132K2023$180K$132K2024$276K$183K2025
Revenue Expenses · by fiscal year end
Financials of MCDAVID FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$275,576$183,490$92,086$2,581,374$0$2,581,374
December 31, 2024990-PF$179,872$131,733$48,139$2,489,288$0$2,489,288
December 31, 2023990-PF$136,540$132,347$4,193$2,441,149$0$2,441,149
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$105,662
Net gain from sales of assets
$169,914

Expenses

Grants and similar amounts paid
$175,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$176,575
Excise tax on investment income
$3,796

Balance sheet and other

Total assets, start of year
$2,489,288
Total assets, end of year
$2,581,374
Total liabilities, end of year
$0
Net assets, end of year
$2,581,374
Fair market value of assets
$2,892,067
Qualifying distributions
$176,575
Net investment income
$275,576

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.

NameTitleHours / weekCompensation
BRADFORD A MCDAVID
4883 EAST US HIGHWAY 36, URBANA, OH 43078
PRESIDENT0.5$0
DIANA L LONG
1060 FENNER LANE, GALLATIN, TN 37066
SECRETARY/TREASURER0.5$0
SANDRA MCDAVID
4883 EAST US HIGHWAY 36, URBANA, OH 43078
DIRECTOR0.5$0
ANNE R HAAKENSON
317 MCCONNELL DRIVE, LYONS, CO 80540
DIRECTOR0.5$0
DEAN HAAKENSON
317 MCCONNELL DRIVE, LYONS, CO 80540
DIRECTOR0.5$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
BRADFORD A MCDAVID
4883 EAST US HIGHWAY 36, URBANA, OH 43078
PRESIDENT0.5$0
DIANA L LONG
1060 FENNER LANE, GALLATIN, TN 37066
SECRETARY/TREASURER0.5$0
SANDRA MCDAVID
4883 EAST US HIGHWAY 36, URBANA, OH 43078
DIRECTOR0.5$0
ANNE R HAAKENSON
317 MCCONNELL DRIVE, LYONS, CO 80540
DIRECTOR0.5$0
DEAN HAAKENSON
317 MCCONNELL DRIVE, LYONS, CO 80540
DIRECTOR0.5$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
BRADFORD A MCDAVID
4883 EAST US HIGHWAY 36, URBANA, OH 43078
PRESIDENT0.5$0
DIANA L LONG
1060 FENNER LANE, GALLATIN, TN 37066
SECRETARY/TREASURER0.5$0
SANDRA MCDAVID
4883 EAST US HIGHWAY 36, URBANA, OH 43078
DIRECTOR0.5$0
ANNE R HAAKENSON
317 MCCONNELL DRIVE, LYONS, CO 80540
DIRECTOR0.5$0
DEAN HAAKENSON
317 MCCONNELL DRIVE, LYONS, CO 80540
DIRECTOR0.5$0

Address and contacts

Address (IRS master file)
1060 FENNER LN, GALLATIN, TN 37066-1485
Signed the 990-PF
DIANA LONG, SECRETARY
Phone
(304) 542-3303
Return prepared by
BAKER TILLY ADVISORY GROUP LP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
55-0730152
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,581,374
Income (IRS master file)
$442,646

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$275,576$183,490$2,581,374XML
990-PFDecember 2024$179,872$131,733$2,489,288XML
990-PFDecember 2023$136,540$132,347$2,441,149XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 55-0730152).

Questions about MCDAVID FOUNDATION

What is the EIN of MCDAVID FOUNDATION?
The employer identification number (EIN) of MCDAVID FOUNDATION is 55-0730152.
Is MCDAVID FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to MCDAVID FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MCDAVID FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MCDAVID FOUNDATION 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 MCDAVID FOUNDATION 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 MCDAVID FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does MCDAVID FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $275,576, expenses of $183,490 and total assets of $2,581,374 at year end.

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