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Nonprofit · EIN 64-0838134

DAVID W ELLIS FAMILY FOUNDATION

Tax-exempt · HILTON HEAD, SC 29928

Financials

$14K$38K2023$284K$38K2024$19K$35K2025
Revenue Expenses · by fiscal year end
Financials of DAVID W ELLIS FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$18,750$34,928-$16,178$552,699$600$552,099
December 31, 2024990-PF$284,092$37,905$246,187$569,027$600$568,427
December 31, 2023990-PF$13,543$38,271-$24,728$323,116$600$322,516
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Interest
$18,784
Net gain from sales of assets
-$34

Expenses

Grants and similar amounts paid
$30,913
Disbursements for charitable purposes
$30,913
Excise tax on investment income
$213

Balance sheet and other

Total assets, start of year
$569,027
Total assets, end of year
$552,699
Total liabilities, end of year
$600
Net assets, end of year
$552,099
Fair market value of assets
$712,062
Qualifying distributions
$30,913
Net investment income
$18,784

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
DAVID W ELLIS
40 ST ANDREWS PLACE, HILTON HEAD, SC 29928
PRESIDENT0$0
BARBARA G ELLIS
40 ST ANDREWS PLACE, HILTON HEAD, SC 29928
VICE PRESIDE0$0
MARGARET ELLIS
50 WILD THISTLE LANE, SAVANNAH, GA 31406
VICE PRESIDE0$0
CAROLE ELLIS REYNDERS
6712 REGAL BLUFF DRIVE, DALLAS, TX 75248
TREASURER0$0
KATHLEEN M ELLIS
161 GRIMBALL AVENUE, CHARLESTON, SC 29412
ASST TREASUR0$0
CHERYL E ELLIS
725 COLEMAN BLVD 401, MT PLEASANT, SC 29464
VICE PRESIDE0$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
DAVID W ELLIS
40 ST ANDREWS PLACE, HILTON HEAD, SC 29928
PRESIDENT0$0
BARBARA G ELLIS
40 ST ANDREWS PLACE, HILTON HEAD, SC 29928
VICE PRESIDE0$0
MARGARET ELLIS
50 WILD THISTLE LANE, SAVANNAH, GA 31406
VICE PRESIDE0$0
CAROLE ELLIS REYNDERS
6712 REGAL BLUFF DRIVE, DALLAS, TX 75248
TREASURER0$0
KATHLEEN M ELLIS
161 GRIMBALL AVENUE, CHARLESTON, SC 29412
ASST TREASUR0$0
CHERYL E ELLIS
725 COLEMAN BLVD 401, MT PLEASANT, SC 29464
VICE PRESIDE0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
DAVID W ELLIS
40 ST ANDREWS PLACE, HILTON HEAD, SC 29928
PRESIDENT0$0
BARBARA G ELLIS
40 ST ANDREWS PLACE, HILTON HEAD, SC 29928
VICE PRESIDE0$0
MARGARET ELLIS
50 WILD THISTLE LANE, SAVANNAH, GA 31406
VICE PRESIDE0$0
CAROLE ELLIS REYNDERS
6712 REGAL BLUFF DRIVE, DALLAS, TX 75248
TREASURER0$0
KATHLEEN M ELLIS
161 GRIMBALL AVENUE, CHARLESTON, SC 29412
ASST TREASUR0$0
CHERYL E ELLIS
725 COLEMAN BLVD 401, MT PLEASANT, SC 29464
VICE PRESIDE0$0

Address and contacts

Address (IRS master file)
40 SAINT ANDREWS PL, HILTON HEAD, SC 29928-4205
In care of
% DAVID W ELLIS
Signed the 990-PF
DAVID W ELLIS, PRESIDENT
Phone
(060) 163-6543
Return prepared by
MAY & 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 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
64-0838134
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)
$552,699
Income (IRS master file)
$704,750

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$18,750$34,928$552,699IRS
990-PFDecember 2024$284,092$37,905$569,027IRS
990-PFDecember 2023$13,543$38,271$323,116XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 64-0838134).

Questions about DAVID W ELLIS FAMILY FOUNDATION

What is the EIN of DAVID W ELLIS FAMILY FOUNDATION?
The employer identification number (EIN) of DAVID W ELLIS FAMILY FOUNDATION is 64-0838134.
Is DAVID W ELLIS FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to DAVID W ELLIS FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID W ELLIS FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID W ELLIS FAMILY 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 DAVID W ELLIS FAMILY 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 DAVID W ELLIS FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does DAVID W ELLIS FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $18,750, expenses of $34,928 and total assets of $552,699 at year end.

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