What is the EIN of THE DAVIS-MOLONY FUND?

The employer identification number (EIN) of THE DAVIS-MOLONY FUND is 72-0423615.

Is THE DAVIS-MOLONY FUND tax-exempt?

Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.

Are donations to THE DAVIS-MOLONY FUND tax-deductible?

Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).

When is the next return of THE DAVIS-MOLONY FUND due?

The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.

When did THE DAVIS-MOLONY FUND last file with the IRS?

The latest return in the IRS public files is the 990-PF for the year ended June 2023.

Who are the officers and directors of THE DAVIS-MOLONY FUND?

The 990-PF for the year ended June 30, 2023 lists 7 people; 0 received compensation from the organization.

How much revenue does THE DAVIS-MOLONY FUND have?

On its 990-PF for the year ended June 30, 2023 it reported revenue of -$12,533, expenses of $126,247 and total assets of $2,096,640 at year end.

Nonprofit · EIN 72-0423615

THE DAVIS-MOLONY FUND

Tax-exempt · SLIDELL, LA 70458

Financials

Revenue Expenses · by fiscal year end

Financials of THE DAVIS-MOLONY FUND by year, from its e-filed returns
Year ended	Form	Revenue	Expenses	Net income	Total assets	Liabilities	Net assets
June 30, 2023	990-PF	-$12,533	$126,247	-$138,780	$2,096,640	$20,890	$2,075,750
June 30, 2022	990-PF (amended)	$132,337	$128,766	$3,571	$2,073,419	$18,897	$2,054,522

Financial details: 990-PF for the year ended June 30, 2023

Revenue

Dividends: $106,589
Net gain from sales of assets: -$122,687
Other income: $3,565

Expenses

Grants and similar amounts paid: $99,500
Compensation of officers, directors and key employees: $0
Disbursements for charitable purposes: $104,390
Excise tax on investment income: $1,227

Balance sheet and other

Total assets, start of year: $2,073,419
Total assets, end of year: $2,096,640
Total liabilities, end of year: $20,890
Net assets, end of year: $2,075,750
Fair market value of assets: $2,096,640
Qualifying distributions: $104,390
Net investment income: $110,154

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 June 30, 2023, highest compensation first.

Name	Title	Hours / week	Compensation
JOAN BURKE 1543 8TH STREET, SLIDELL, LA 70458	SECRETARY	1	$0
A SHERWOOD PLATT 66919 RUE BEAUMONDE, MEMPHIS, TN 38120	VICE PRESIDENT	1	$0
WADE VERGES 1053 ROBERT E LEE BLVD, NEW ORLEANS, LA 70124	PRESIDENT	1	$0
JOHN F SCHWEGMANN 104 SENA DRIVE, METAIRIE, LA 70005	VICE PRESIDENT	1	$0
WILLIAM CHERBONNIER 2550 BELLE CHASE, GRETNA, LA 70053	BOARD MEMBER	1	$0
BRYAN DUPLANTIER 142 ORPHEUM STREET, METAIRIE, LA 70005	TREASURER	1	$0
DONALD DUPLANTIER 40 STANTON HALL, DESTRAHAN, LA 70047	BOARD MEMBER	1	$0

990-PF for the year ended June 30, 2022: 7 people

Name	Title	Hours / week	Compensation
JOAN BURKE 1543 8TH STREET, SLIDELL, LA 70458	SECRETARY	1	$0
A SHERWOOD PLATT 66919 RUE BEAUMONDE, MEMPHIS, TN 38120	VICE PRESIDENT	1	$0
WADE VERGES 1053 ROBERT E LEE BLVD, NEW ORLEANS, LA 70124	PRESIDENT	1	$0
JOHN F SCHWEGMANN 104 SENA DRIVE, METAIRIE, LA 70005	VICE PRESIDENT	1	$0
WILLIAM CHERBONNIER 2550 BELLE CHASE, GRETNA, LA 70053	BOARD MEMBER	1	$0
BRYAN DUPLANTIER 142 ORPHEUM STREET, METAIRIE, LA 70005	TREASURER	1	$0
DONALD DUPLANTIER 40 STANTON HALL, DESTRAHAN, LA 70047	BOARD MEMBER	1	$0

Address and contacts

Address (IRS master file): 1543 8TH ST, SLIDELL, LA 70458-2805
In care of: % DHH&M LLP CPA
Signed the 990-PF: BRYAN DUPLANTIER, TREASURER
Phone: (504) 245-1002
Return prepared by: DUPLANTIER HRAPMANN HOGAN & MAHER 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 June, so each return is due on the 15th day of the 5th month after that.

Tax year	Year ended	Due	IRS public records
2025	June 30, 2026	November 16, 2026	Not due yet
2024	June 30, 2025	November 17, 2025	Not on file
2023	June 30, 2024	November 15, 2024	Not on file

IRS record

EIN: 72-0423615
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: 1947
Accounting year ends: June
Files: Form 990-PF
Category (NTEE): Education (B99Z)
Assets (IRS master file): $2,096,640
Income (IRS master file): $457,552

Filing history

Form	Year ended	Revenue	Expenses	Assets	Return
990-PF	June 2023	-$12,533	$126,247	$2,096,640	XML
990-PF	June 2022	$132,337	$128,766	$2,073,419	XML
990-PF	June 2021	–	–	–	IRS
990-PF	June 2020	–	–	–	IRS
990-PF	June 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 72-0423615).

Questions about THE DAVIS-MOLONY FUND

What is the EIN of THE DAVIS-MOLONY FUND?: The employer identification number (EIN) of THE DAVIS-MOLONY FUND is 72-0423615.
Is THE DAVIS-MOLONY FUND tax-exempt?: Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
Are donations to THE DAVIS-MOLONY FUND tax-deductible?: Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE DAVIS-MOLONY FUND file?: Form 990-PF. Private foundations file every year.
When is the next return of THE DAVIS-MOLONY FUND due?: The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE DAVIS-MOLONY FUND last file with the IRS?: The latest return in the IRS public files is the 990-PF for the year ended June 2023.
Who are the officers and directors of THE DAVIS-MOLONY FUND?: The 990-PF for the year ended June 30, 2023 lists 7 people; 0 received compensation from the organization.
How much revenue does THE DAVIS-MOLONY FUND have?: On its 990-PF for the year ended June 30, 2023 it reported revenue of -$12,533, expenses of $126,247 and total assets of $2,096,640 at year end.