Davies Family Educational Foundation
- Assets
- $318.3k
- Revenue
- $9.9k
- Investments
- $297.9k
- Employees
- 0
- Location
- Onalaska, WI
- Founding
- 10/2016
- Data as of
- 12/2023
- EIN
- 81-6824068
Organization Overview
Davies Family Educational Foundation is located in Onalaska, WI. The organization was established in 2016. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Davies Family Educational Foundation 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 12/2023, Davies Family Educational Foundation generated $9.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (19.5%) each year.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
George Davies Trustee | 0 | $0 | |
Steven M Davies Trustee | 0 | $0 | |
Nicole A Davies Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $503 |
| Dividends & Interest | $11,013 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$1,619 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $22 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $9,897 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $237 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $3,053 |
| Contributions, gifts, grants paid | $16,600 |
| Total expenses and disbursements | $19,653 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $20,443 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $318,317 |
| 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 Family Educational Foundation has awarded $16,600 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
THE COLLEGE OF NEW JERSEY FOUNDATIO PURPOSE: SCHOLARSHIP FUND | $11,500 |
EMMA HOFF PURPOSE: EDUCATIONAL SCHOLARSHIP | $1,000 |
RACHEL MILLER PURPOSE: EDCUATIONAL SCHOLARSHIP | $1,000 |
BREONA BUCK PURPOSE: EDUCATIONAL SCHOLARSHIP | $1,000 |
SYDNEY GREER PURPOSE: EDUCATIONAL SCHOLARSHIP | $1,000 |
MARKOS SAKAULUS PURPOSE: EDUCATIONAL SCHOLARSHIP | $1,000 |