Davis Family Charitable Trust
- Assets
- $2.4m
- Revenue
- $45.4k
- Investments
- $2.4m
- Employees
- 0
- Location
- Naples, FL
- Founding
- 08/2010
- Data as of
- 12/2022
- EIN
- 27-1501472
Organization Overview
Davis Family Charitable Trust is located in Naples, FL. The organization was established in 2010. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Davis Family 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 12/2022, Davis Family Charitable Trust generated $45.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (15.2%) each year. All expenses for the organization totaled $145.6k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Davis Family Charitable Trust has awarded 86 individual grants totaling $1,512,975. 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.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Richard P Davis Trustee | 2 | $0 | |
Susan P Davis Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $237 |
| Dividends & Interest | $63,009 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$18,145 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $250 |
| Profit on Inventory Sales | $0 |
| Other Income | $250 |
| Total Revenue | $45,351 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $738 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $3,913 |
| Contributions, gifts, grants paid | $141,700 |
| Total expenses and disbursements | $145,613 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,998 |
| Savings and temporary cash investments | $28,446 |
| 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 | $2,362,884 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $8,278 |
| Total assets | $2,403,606 |
| 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, Davis Family Charitable Trust has awarded $141,700 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
CHURCH OF THE HOLY ANGELS PURPOSE: GENERAL | $5,000 |
PINK RIBBON GIRLS PURPOSE: GENERAL | $10,000 |
ST ANN CATHOLIC CHURCH PURPOSE: GENERAL | $5,000 |
UNIVERSITY OF DAYTON DAVIS CENTER FOR PORTFOLIO MANAGEMENT PURPOSE: GENERAL | $75,000 |
CAMPBELL COUNTY SCHOOLS FRIENDS OF NORRIS LAKE SCHOLARSHIP PURPOSE: GENERAL | $1,000 |
NAPLES CHILDREN EDUCATION FOUNDATION PURPOSE: GENERAL | $40,500 |