William G Davis Charitable Trust

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,658
Expenses
$36,980
Net Income
$1,678
Net Assets
$678,917
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,074
51.9%
Sales of Assets $18,584
48.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,911
97.1%
Compensation of Officers* $924
2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $678,917
Total Liabilities $0
Net Assets $678,917
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $924 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,683
Expenses
$40,349
Net Income
-$22,666
Net Assets
$677,510
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,451
> 100%
Sales of Assets -$1,267
Other Income $499
2.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,285
97.4%
Compensation of Officers* $1,013
2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $677,510
Total Liabilities $0
Net Assets $677,510
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $1,013 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$222
Expenses
$51,437
Net Income
-$51,215
Net Assets
$699,567
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,220
> 100%
Sales of Assets -$15,998
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $48,957
95.2%
Compensation of Officers* $776
1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $699,567
Total Liabilities $0
Net Assets $699,567
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $776 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$68,013
Expenses
$37,312
Net Income
$30,701
Net Assets
$741,774
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,034
28.0%
Sales of Assets $48,549
71.4%
Other Income $430
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,484
97.8%
Compensation of Officers* $693
1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $741,774
Total Liabilities $0
Net Assets $741,774
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $693 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,182
Expenses
$38,599
Net Income
-$17,417
Net Assets
$709,896
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,822
84.1%
Sales of Assets $3,360
15.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,054
93.4%
Compensation of Officers* $798
2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $709,897
Total Liabilities $1
Net Assets $709,896
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $798 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$98,989
Expenses
$37,936
Net Income
$61,053
Net Assets
$728,603
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,612
18.8%
Sales of Assets $80,376
81.2%
Other Income $1
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,914
97.3%
Compensation of Officers* $850
2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $728,604
Total Liabilities $1
Net Assets $728,603
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $850 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,027
Expenses
$36,635
Net Income
$16,392
Net Assets
$667,553
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,373
29.0%
Sales of Assets $36,777
69.4%
Other Income $877
1.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,030
95.6%
Compensation of Officers* $707
1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $667,553
Total Liabilities $0
Net Assets $667,553
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $707 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$43,418
Expenses
$37,596
Net Income
$5,822
Net Assets
$651,160
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,060
32.4%
Sales of Assets $25,209
58.1%
Other Income $4,149
9.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,942
98.3%
Compensation of Officers* $615
1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $651,160
Total Liabilities $0
Net Assets $651,160
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $615 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,578
Expenses
$35,056
Net Income
-$14,478
Net Assets
$645,335
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,654
56.6%
Sales of Assets $8,150
39.6%
Other Income $774
3.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,155
97.4%
Compensation of Officers* $598
1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $645,335
Total Liabilities $0
Net Assets $645,335
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $598 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$43,098
Expenses
$35,053
Net Income
$8,045
Net Assets
$659,816
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,429
31.2%
Sales of Assets $28,858
67.0%
Other Income $811
1.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,021
97.1%
Compensation of Officers* $669
1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $659,816
Total Liabilities $0
Net Assets $659,816
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $669 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$44,825
Expenses
$32,599
Net Income
$12,226
Net Assets
$651,771
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,838
35.3%
Sales of Assets $27,674
61.7%
Other Income $1,313
2.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,213
86.5%
Compensation of Officers* $567
1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $651,771
Total Liabilities $0
Net Assets $651,771
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $567 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$96,698
Expenses
$29,086
Net Income
$67,612
Net Assets
$639,987
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $15,089
15.6%
Sales of Assets $81,605
84.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,052
96.4%
Compensation of Officers* $754
2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $639,987
Total Liabilities $0
Net Assets $639,987
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $754 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,480
Expenses
$35,411
Net Income
$6,069
Net Assets
$572,374
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8
0.0%
Dividends $18,393
44.3%
Sales of Assets $22,969
55.4%
Other Income $110
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,718
98.0%
Compensation of Officers* $770
2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $572,375
Total Liabilities $1
Net Assets $572,374

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,076
Expenses
$29,691
Net Income
-$12,615
Net Assets
$566,305
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,432
90.4%
Sales of Assets $1,644
9.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,701
93.3%
Compensation of Officers* $655
2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $566,306
Total Liabilities $1
Net Assets $566,305

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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