Sam F & Freda R Davis Charitable Tr
- Assets
- $8.0m
- Revenue
- $895.6k
- Investments
- $7.6m
- Employees
- 0
- Location
- Greenwood Village, CO
- Founding
- 06/1994
- Data as of
- 12/2022
- EIN
- 84-6261346
Organization Overview
Sam F & Freda R Davis Charitable Tr is located in Greenwood Village, CO. The organization was established in 1994. 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. Sam F & Freda R Davis Charitable Tr 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, Sam F & Freda R Davis Charitable Tr generated $895.6k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 9.1% each year. All expenses for the organization totaled $594.1k during the year ending 12/2022. While expenses have increased by 0.6% per year over the past 8 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.
Since 2015, Sam F & Freda R Davis Charitable Tr has awarded 64 individual grants totaling $3,795,000. 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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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $2,321 |
| Dividends & Interest | $205,536 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $687,760 |
| Capital Gain Net Income | $687,760 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $895,617 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $4,071 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $64,141 |
| Contributions, gifts, grants paid | $530,000 |
| Total expenses and disbursements | $594,141 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $391,969 |
| 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 | $7,990,983 |
| 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, Sam F & Freda R Davis Charitable Tr has awarded $530,000 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
ELEANOR ROOSEVELT INSTITUTE FOR CANCER RESEARCH - UNIV OF DENVER PURPOSE: SCIENTIFIC | $27,180 |
DENVER ART MUSEUM PURPOSE: EDUCATIONAL | $27,179 |
SALK INSTITUTE FOR BIOLOGICAL STUDIES PURPOSE: SCIENTIFIC | $179,385 |
ST MARY'S ACADEMY PURPOSE: EDUCATIONAL | $13,590 |
UNIVERSITY OF COLORADO - HEALTH SCIENCE CENTER PURPOSE: SCIENTIFIC | $54,358 |
UNIVERSITY OF DENVER COLORADO SEMINARY PURPOSE: RELIGIOUS | $100,564 |