Nonprofit · EIN 99-3481738
DAVEY FOUNDATION
Tax-exempt · UPTON, MA 01568
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,803 | $0 | $1,803 | $37,761 | $0 | $37,761 |
| December 31, 2024 | 990-PF | $0 | $0 | $0 | $40,293 | $0 | $40,293 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $1,803
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Excise tax on investment income
- $25
Balance sheet and other
- Total assets, start of year
- $40,293
- Total assets, end of year
- $37,761
- Total liabilities, end of year
- $0
- Net assets, end of year
- $37,761
- Fair market value of assets
- $37,761
- Net investment income
- $1,803
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| john davey 12 Picadilly St, Upton, MA 01568 | director | 1 | $0 |
| julie davey 12 Picadilly Street, Upton, MA 01568 | exec vp | 1 | $0 |
| mary davey davey road, lovell, ME 04051 | secretary | 1 | $0 |
| pete davey 8 orange street, waltham, MA 02453 | treasurer | 1 | $0 |
| magan davey 158 nonantum street, brighton, MA 02135 | vp | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| john davey 12 Picadilly St, Upton, MA 01568 | director | 1 | $0 |
| julie davey 12 Picadilly Street, Upton, MA 01568 | exec vp | 1 | $0 |
| mary davey davey road, lovell, ME 04051 | secretary | 1 | $0 |
| pete davey 8 orange street, waltham, MA 02453 | treasurer | 1 | $0 |
| magan davey 158 nonantum street, brighton, MA 02135 | vp | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 12 PICADILLY ST, UPTON, MA 01568-1326
- In care of
- % JOHN DAVEY
- Signed the 990-PF
- john davey, director
- Phone
- (508) 529-6457
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 99-3481738
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Recreation and sports (N6A)
- Assets (IRS master file)
- $37,761
- Income (IRS master file)
- $1,803
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,803 | $0 | $37,761 | IRS |
| 990-PF | December 2024 | $0 | $0 | $40,293 | XML |
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 99-3481738).
Questions about DAVEY FOUNDATION
- What is the EIN of DAVEY FOUNDATION?
- The employer identification number (EIN) of DAVEY FOUNDATION is 99-3481738.
- Is DAVEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to DAVEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVEY 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 DAVEY 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 DAVEY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does DAVEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,803, expenses of $0 and total assets of $37,761 at year end.
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