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EIN 23-7417287

Davies Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
San Bruno
State
California
Year formed
1974
Most recent tax filings
2023-09-01
NTEE code, primary
T20: Private Foundations
Description
The Davies Charitable Trust primarily funds general purpose. This private foundation is entirely self supported by earnings on a portfolio of investments and gain or loss on sale of securities. Grantees include Camphill Communities California and others. Made eight grants last year. Nonprofit type is private foundation. Located in San Bruno, CA.
Total revenues
$892,585
2023
Total expenses
$302,939
2023
Total assets
$4,172,974
2023
Num. employees
0
2023

Program areas at Davies Charitable Trust

This private foundation is entirely self supported by earnings
On a portfolio of investments. Gain or loss on sale of securities is
Part of the activity of earning income for Charitable gifts

Grants made by Davies Charitable Trust

GranteeGrant descriptionAmount
Camphill Communities CaliforniaGeneral Purpose$100,000
Moxi the Wolf Museum of Exploration InnovationGeneral Purpose$40,000
Cate SchoolGeneral Purpose$25,000
...and 6 more grants made

Personnel at Davies Charitable Trust

NameTitle
Greg CusterVice President

Financials for Davies Charitable Trust

RevenuesFYE 09/2023
Total grants, contributions, etc.$0
Investment income and dividends$120,341
Net rental income$0
Net gain from sale of non-inventory assets$772,244
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$892,585

Form 990s for Davies Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-092024-08-15990PFView PDF
2022-092023-08-04990PFView PDF
2021-092022-08-12990PFView PDF
2020-092021-08-12990PFView PDF
2019-092020-10-02990PRView PDF
...and 8 more Form 990s
Data update history
October 2, 2023
Posted financials
Added Form 990PF for fiscal year 2022
September 25, 2023
Used new vendors
Identified 1 new vendor, including
August 28, 2023
Posted financials
Added Form 990PF for fiscal year 2021
August 1, 2022
Posted financials
Added Form 990PF for fiscal year 2020
July 22, 2022
Updated personnel
Identified 2 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
241 San Luis Ave 6
San Bruno, CA 94066
Metro area
San Francisco-Oakland-Berkeley, CA
County
San Mateo County, CA
Phone
(949) 216-2200
IRS details
EIN
23-7417287
Fiscal year end
September
Taxreturn type
Form 990-PF
Year formed
1974
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
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