Davies Charitable Trust
- Assets
- $4.2m
- Revenue
- $892.6k
- Investments
- $2.4m
- Employees
- 0
- Location
- San Bruno, CA
- Founding
- 12/1974
- Data as of
- 09/2023
- EIN
- 23-7417287
Organization Overview
Davies Charitable Trust is located in San Bruno, CA. The organization was established in 1974. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Davies Charitable Trust 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 09/2023, Davies Charitable Trust generated $892.6k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 20.1% each year . All expenses for the organization totaled $302.9k during the year ending 09/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Davies Charitable Trust has awarded 94 individual grants totaling $1,873,975. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Whittier Trust Company Trustee | 0 | $0 | |
Lucy Lewis Dreyer Co Whittier Trust Trustee | 0 | $0 | |
Ralph Davies Lewis Co Whittier Trus Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $16,630 |
| Dividends & Interest | $103,711 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $772,244 |
| Capital Gain Net Income | $772,244 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $892,585 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $75 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $52,939 |
| Contributions, gifts, grants paid | $250,000 |
| Total expenses and disbursements | $302,939 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $573 |
| Savings and temporary cash investments | $1,792,623 |
| 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 | $323,084 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $4,172,974 |
| 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 |
Grants Awarded
Over the last fiscal year, Davies Charitable Trust has awarded $250,000 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
ARTISTS FOR CHANGE INC PURPOSE: GENERAL PURPOSE | $20,000 |
CAMPHILL COMMUNITIES CALIFORNIA PURPOSE: GENERAL PURPOSE | $100,000 |
CATE SCHOOL PURPOSE: GENERAL PURPOSE | $25,000 |
LOBERO THEATRE FOUNDATION PURPOSE: GENERAL PURPOSE | $20,000 |
CHILDREN'S MUSEUM OF SANTA BARBARA PURPOSE: GENERAL PURPOSE | $40,000 |
MISSION DOLORES ACADEMY PURPOSE: GENERAL PURPOSE | $10,000 |