Colad Charitable Tr

James M Davis Ttee

New York, NY
Tax-exempt since Feb. 2011
EIN: 27-6983865

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$294k (2024)

Expenses

$658k (2024)

Total Assets

$7.59M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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

Revenue

$294,171

Expenses

$658,124

Net Income

-$363,953

Net Assets

$7,588,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$267,856	91.1%
Sales of Assets	$26,272	8.9%
Other Income	$43	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$564,680	85.8%
Compensation of Officers*	$111,938	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,588,659
Total Liabilities	$0
Net Assets	$7,588,659

Compensation

Key Employees and Officers	Compensation	Other
Fiduciary Trust Intl Of California (Co Trustee)	$73,868	$0
James M Davis (Co Trustee)	$38,070	$0

990-PF

Filed on April 29, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$1,140,867

Expenses

$736,768

Net Income

$404,099

Net Assets

$7,968,381

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$224,857	19.7%
Sales of Assets	$916,010	80.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$669,419	90.9%
Compensation of Officers*	$97,334	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,968,381
Total Liabilities	$0
Net Assets	$7,968,381

Compensation

Key Employees and Officers	Compensation	Other
Fiduciary Trust Intl Of California (Co Trustee)	$66,330	$0
James M Davis (Co Trustee)	$31,004	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$379,417

Expenses

$720,146

Net Income

-$340,729

Net Assets

$7,572,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$167,583	44.2%
Sales of Assets	$211,798	55.8%
Other Income	$36	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$657,601	91.3%
Compensation of Officers*	$99,202	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,572,740
Total Liabilities	$0
Net Assets	$7,572,740

Compensation

Key Employees and Officers	Compensation	Other
Fiduciary Trust Intl Of California (Co Trustee)	$66,810	$0
James M Davis (Co Trustee)	$32,392	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$208,002

Expenses

$664,106

Net Income

-$456,104

Net Assets

$7,916,408

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$157,226	75.6%
Sales of Assets	$50,776	24.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$598,368	90.1%
Compensation of Officers*	$102,255	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,916,408
Total Liabilities	$0
Net Assets	$7,916,408

Compensation

Key Employees and Officers	Compensation	Other
Fiduciary Trust Intl Of California (Co Trustee)	$67,936	$0
James M Davis (Co Trustee)	$34,319	$0

990-PF

Filed on May 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$281,943

Expenses

$494,737

Net Income

-$212,794

Net Assets

$8,373,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$135,040	47.9%
Sales of Assets	$146,903	52.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$446,713	90.3%
Compensation of Officers*	$81,689	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,373,574
Total Liabilities	$1
Net Assets	$8,373,573

Compensation

Key Employees and Officers	Compensation	Other
Fiduciary Trust Intl Of California (Co Trustee)	$54,698	$0
James M Davis (Co Trustee)	$26,991	$0

990-PF

Filed on Nov. 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$304,152

Expenses

$625,102

Net Income

-$320,950

Net Assets

$8,586,550

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$176,776	58.1%
Sales of Assets	$126,004	41.4%
Other Income	$1,372	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$591,274	94.6%
Compensation of Officers*	$79,639	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,586,551
Total Liabilities	$1
Net Assets	$8,586,550

Compensation

Key Employees and Officers	Compensation	Other
James M Davis (Co Trustee)	$52,851	$0
Fiduciary Trust Intl Of California (Co Trustee)	$26,788	$0

990-PF

Filed on Nov. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$149,588

Expenses

$610,407

Net Income

-$460,819

Net Assets

$8,904,381

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$164,291	> 100%
Sales of Assets	-$14,703
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$538,584	88.2%
Compensation of Officers*	$91,056	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,904,381
Total Liabilities	$0
Net Assets	$8,904,381

Compensation

Key Employees and Officers	Compensation	Other
Fiduciary Trust Intl Of California (Co Trustee)	$63,492	$0
James M Davis (Co Trustee)	$27,564	$0

990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$747,354

Expenses

$588,686

Net Income

$158,668

Net Assets

$9,370,549

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$155,309	20.8%
Sales of Assets	$592,045	79.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$517,170	87.9%
Compensation of Officers*	$89,395	15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,370,549
Total Liabilities	$0
Net Assets	$9,370,549

Compensation

Key Employees and Officers	Compensation	Other
James M Davis (Co Trustee)	$62,416	$0
Fiduciary Trust Intl Of California (Co Trustee)	$26,979	$0

990-PF

Filed on May 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

-$88,107

Expenses

$547,996

Net Income

-$636,103

Net Assets

$9,215,690

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$133,341
Sales of Assets	-$221,448
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$496,036	90.5%
Compensation of Officers*	$83,804	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,215,690
Total Liabilities	$0
Net Assets	$9,215,690

Compensation

Key Employees and Officers	Compensation	Other
Fiduciary Trust Intl Of California (Co Trustee)	$57,512	$0
James M Davis (Co Trustee)	$26,292	$0

990-PF

Filed on May 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$391,285

Expenses

$671,123

Net Income

-$279,838

Net Assets

$9,851,527

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$134,391	34.3%
Sales of Assets	$256,539	65.6%
Other Income	$355	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$597,389	89.0%
Compensation of Officers*	$90,018	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,851,527
Total Liabilities	$0
Net Assets	$9,851,527

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$647,061

Expenses

$609,152

Net Income

$37,909

Net Assets

$10,133,217

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$241,580	37.3%
Sales of Assets	$404,971	62.6%
Other Income	$510	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$525,308	86.2%
Compensation of Officers*	$74,963	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,133,217
Total Liabilities	$0
Net Assets	$10,133,217

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$1,179,059

Expenses

$528,770

Net Income

$650,289

Net Assets

$10,093,275

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$331,807	28.1%
Sales of Assets	$847,252	71.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$483,073	91.4%
Compensation of Officers*	$46,942	8.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,093,275
Total Liabilities	$0
Net Assets	$10,093,275

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$290,045

Expenses

$618,509

Net Income

-$328,464

Net Assets

$9,443,534

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$240,520	82.9%
Sales of Assets	$49,515	17.1%
Other Income	$10	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$566,072	91.5%
Compensation of Officers*	$57,810	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,443,534
Total Liabilities	$0
Net Assets	$9,443,534

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$193,803

Expenses

$28,077

Net Income

-$221,880

Net Assets

$9,761,413

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$150,525
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,510	51.7%
Compensation of Officers*	$3,351	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,761,413
Total Liabilities	$0
Net Assets	$9,761,413

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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.

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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.

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Updated January 26, 2026

Colad Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $294k (2024)

Expenses $658k (2024)

Total Assets $7.59M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$294k (2024)

Expenses

$658k (2024)

Total Assets

$7.59M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010