Form 990 for tax year 2024
Filed by DAVEY OBRIEN EDUCATIONAL & CHARITABLE TRUST.
Totals
- Total revenue
- $462,935
- Total expenses
- $356,159
- Contributions and grants received
- $488,889
- Grants paid
- $42,000
- Program service revenue
- $0
- Investment income
- $68,425
- Other revenue
- -$94,379
- Total assets, end of year
- $1,795,602
- Total liabilities, end of year
- $270,723
- Net assets or fund balances, end of year
- $1,524,879
- Program services expenses (Part IX)
- $176,743
- Management and general expenses
- $115,755
- Fundraising expenses
- $63,661
- Program service expenses (Part III)
- $176,743
Program services were 49.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$413,320
-
1f · All other contributions, gifts and grants
$75,569
-
1g · Noncash contributions included above
$6,345
-
3 · Investment income
total $25,162 · excluded $25,162
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $43,000 · excluded $43,000
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $43,263
-
7c · Gain or loss
securities $43,263
-
7d · Net gain or loss
total $43,263 · excluded $43,263
-
8a · Fundraising events: gross income
$88,778
-
8a · Fundraising events: contributions included on line 1c
$413,320
-
8b · Fundraising events: direct expenses
$226,157
-
8c · Net income from fundraising events
total -$137,379 · excluded -$137,379
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $42,000 · program services $42,000
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $102,475 · program services $33,817 · management and general $34,329 · fundraising $34,329
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $95,613 · program services $47,567 · management and general $48,046
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $15,538 · program services $9,944 · management and general $2,797 · fundraising $2,797
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $16,240 · management and general $16,240
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $25,823 · program services $12,912 · fundraising $12,911
-
13 · Office expenses
total $5,746 · program services $2,873 · fundraising $2,873
-
14 · Information technology
total $3,746 · program services $3,746
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $4,555 · management and general $4,555
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $10,461 · fundraising $10,461
-
20 · Interest
total $984 · management and general $984
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $4,000 · management and general $4,000
-
23 · Insurance
total $4,169 · program services $2,085 · management and general $2,084
-
24a · Other expenses: HIGH SCHOOL LUNCHEON EXPENSE
total $16,733 · program services $16,733
-
24b · Other expenses: ENTERTAINMENT
total $2,952 · program services $2,952
-
24c · Other expenses: SCHOLARSHIP EXPENSE
total $1,823 · program services $1,823
-
24d · Other expenses: DUES & MEMBERSHIPS
total $1,482 · management and general $1,482
-
24e · All other expenses
total $1,819 · program services $291 · management and general $1,238 · fundraising $290
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $246,186 · end of year $271,045
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
beginning of year $65,000 · end of year $92,500
-
4 · Accounts receivable
beginning of year $15,658 · end of year $9,986
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $33,850 · end of year $21,678
-
9 · Prepaid expenses and deferred charges
beginning of year $3,213 · end of year $2,591
-
10a · Land, buildings and equipment: cost or other basis
$137,152
-
10b · Land, buildings and equipment: accumulated depreciation
$133,152
-
10c · Land, buildings and equipment, net
beginning of year $8,000 · end of year $4,000
-
11 · Investments: publicly traded securities
beginning of year $1,352,468 · end of year $1,393,802
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $2,000 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $32,365 · end of year $8,849
-
18 · Grants payable
beginning of year $179,815 · end of year $77,000
-
19 · Deferred revenue
beginning of year $69,000 · end of year $93,500
-
23 · Secured mortgages and notes payable
end of year $91,374
-
27 · Net assets without donor restrictions
beginning of year $1,210,039 · end of year $1,275,226
-
28 · Net assets with donor restrictions
beginning of year $235,156 · end of year $249,653
Mission and programs · 2024
Mission
THE PURPOSE OF THE DAVEY O'BRIEN FOUNDATION IS TO RECOGNIZE OUTSTANDING STUDENT-ATHLETES FOR THEIR ACHIEVEMENTS BOTH ON AND OFF THE FIELD THROUGH THE FOUNDATION'S VARIOUS AWARDS PROGRAMS. SINCE 1977, THE FOUNDATION HAS GIVEN AWAY MORE THAN $1,374,500 IN SCHOLARSHIPS.
-
SCHOLARSHIP AWARDS
Expenses $176,743 · Grants $42,000
As filed on the 2024 return.
Listed in Part VII
-
KENDALL CASON ILES
Executive Dir.
- Total calculated
- $101,800
- From this org
- $101,800
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
DAN BENNETT
Director
- Total calculated
- $0
- Hours/week
- 1
-
BRANT B RINGLER
Director
- Total calculated
- $0
- Hours/week
- 1
-
BILL THORNTON
Director
- Total calculated
- $0
- Hours/week
- 1
-
CHRIS GAVRAS
Director
- Total calculated
- $0
- Hours/week
- 1
-
CONCHO MINICK
Director
- Total calculated
- $0
- Hours/week
- 1
-
WALTER LITTLEJOHN
Director
- Total calculated
- $0
- Hours/week
- 1
-
DAVID O'BRIEN JR
Director
- Total calculated
- $0
- Hours/week
- 1
-
MIKE PAVELL
Director
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS SMITH
Director
- Total calculated
- $0
- Hours/week
- 1
-
DR JAMIE WALKER ERWIN
Director
- Total calculated
- $0
- Hours/week
- 1
-
HADLEY WOERNER
Director
- Total calculated
- $0
- Hours/week
- 1
-
STEVE LLEWELLYN
Director
- Total calculated
- $0
- Hours/week
- 1
-
DR FIELD SCOVELL III
Director
- Total calculated
- $0
- Hours/week
- 1
-
ERIC HYMAN
Director
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL FLYNN
Director
- Total calculated
- $0
- Hours/week
- 1
-
JOHN COCKRELL
Director
- Total calculated
- $0
- Hours/week
- 1
-
PAM DRENNER
Director
- Total calculated
- $0
- Hours/week
- 1
-
DR CHIP BROWN JR MD
Director
- Total calculated
- $0
- Hours/week
- 1
-
JIM LACAMP
Director
- Total calculated
- $0
- Hours/week
- 1
-
LARRY ANFIN
Director
- Total calculated
- $0
- Hours/week
- 1
-
RUSTY ANDERSON
Director
- Total calculated
- $0
- Hours/week
- 1
-
KYLE POULSON
Director
- Total calculated
- $0
- Hours/week
- 1
-
JACK JACKSON
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
JOE LANCARTE
Director
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN ESTRIDGE
Director
- Total calculated
- $0
- Hours/week
- 1
-
JOEL SHARP
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
PAUL W GREENWELL
President
- Total calculated
- $0
- Hours/week
- 1
-
PAT EVANS
Director
- Total calculated
- $0
- Hours/week
- 1
-
RUSTY REID
1ST VICE PRES
- Total calculated
- $0
- Hours/week
- 1
-
BOBBY MCGEE
Director
- Total calculated
- $0
- Hours/week
- 1
-
TODD BLOUIN
2ND VICE PRES
- Total calculated
- $0
- Hours/week
- 1
-
STEVE BOMA
Director
- Total calculated
- $0
- Hours/week
- 1
-
KASEY PIPES
Director
- Total calculated
- $0
- Hours/week
- 1
-
SHAY GIPSON
Director
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN HAPPEL
Director
- Total calculated
- $0
- Hours/week
- 1
-
GREG MCCOY
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 February 2026
- IRS schema version
- 2024v5.2
- Source object
- 202610419349300741
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