Roland & Sara K Davis Memorial Tr Ua 09-03-71
- Assets
- $323.6k
- Revenue
- $28.4k
- Investments
- $315.7k
- Employees
- 0
- Location
- Lancaster, PA
- Founding
- 10/2001
- Data as of
- 08/2022
- EIN
- 23-6522683
Organization Overview
Roland & Sara K Davis Memorial Tr Ua 09-03-71 is located in Lancaster, PA. The organization was established in 2001. According to its NTEE Classification (X11) the organization is classified as: Single Organization Support, under the broad grouping of Religion-Related and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Roland & Sara K Davis Memorial Tr Ua 09-03-71 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 08/2022, Roland & Sara K Davis Memorial Tr Ua 09-03-71 generated $28.4k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 2.2% each year. All expenses for the organization totaled $22.8k during the year ending 08/2022. While expenses have increased by 1.5% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $10,478 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $17,840 |
| Capital Gain Net Income | $17,840 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $47 |
| Total Revenue | $28,365 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $3,297 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $171 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $3,468 |
| Contributions, gifts, grants paid | $19,327 |
| Total expenses and disbursements | $22,795 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $7,848 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $315,732 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $323,580 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
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