EIN 95-6474093

B Dade and Helen M Davis Memorial Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Chicago
Year formed
1990
Most recent tax filings
2023-06-01
NTEE code, primary
Description
The B Dade and Helen M Davis Memorial Trust is a private foundation located in Chicago, IL. It primarily funds general grants, and its grantees include California Community. It made one grant last year.
Also known as...
B Dade Davis and Helen Mohan Davis Memorial Fund; TR Serv of Amer Ttee
Total revenues
$22,875
2023
20192020202120222023$0$20k$40k
Total expenses
$32,881
2023
20192020202120222023$0$20k$40k
Total assets
$437,640
2023
20192020202120222023$0$0.2m$0.4m
Num. employees
0
2023
2019202020212022202300.51

Grants made by B Dade and Helen M Davis Memorial Trust

GranteeGrant descriptionAmount
California Community FoundationGeneral$23,497

Personnel at B Dade and Helen M Davis Memorial Trust

NameTitle
James CiaretteTrustee

Financials for B Dade and Helen M Davis Memorial Trust

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Investment income and dividends$15,679
Net rental income$0
Net gain from sale of non-inventory assets$7,196
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$22,875

Form 990s for B Dade and Helen M Davis Memorial Trust

Fiscal year endingDate received by IRSFormPDF link
2023-062023-09-01990PFView PDF
2022-062022-12-21990PFView PDF
2021-062021-11-01990PFView PDF
2020-062021-06-11990PFView PDF
2019-062019-12-12990PFView PDF
...and 7 more Form 990s

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Data update history
October 23, 2023
Posted financials
Added Form 990PF for fiscal year 2023
July 30, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 27, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 20, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 25, 2021
Updated personnel
Identified 2 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 803878
Chicago, IL 60680
County
Cook County, IL
Phone
(312) 630-6000
IRS details
EIN
95-6474093
Fiscal year end
June
Taxreturn type
Form 990-PF
Year formed
1990
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Registered - Corporate Trustee
FTB status revoked
Not revoked
AG Registration Number
074072
FTB Entity ID
9763890
AB 488 data last updated ("as-of") date
2024-12-04
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