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Margaret L Davis Trust Fund

Organization summary

Type of Nonprofit

Designated as a 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: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$161k (2024)

Expenses
$35.6k (2024)

Total Assets
$575k (2024)

Total Liabilities
$0 (2024)

Years with missing data
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 Oct.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$161,224
Expenses
$35,583
Net Income
$125,641
Net Assets
$574,985
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,584
7.2%
Sales of Assets $149,640
92.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,874
89.6%
Compensation of Officers* $7,936
22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $574,985
Total Liabilities $0
Net Assets $574,985
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank N A (Trustee) $7,936 $0

Document Links

Fiscal Year Ending Oct.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,676
Expenses
$28,435
Net Income
-$7,759
Net Assets
$447,134
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,010
38.7%
Sales of Assets $12,666
61.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,552
96.9%
Compensation of Officers* $3,966
13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $447,134
Total Liabilities $0
Net Assets $447,134
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank N A (Trustee) $3,966 $0

Document Links

Fiscal Year Ending Oct.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,760
Expenses
$30,325
Net Income
$8,435
Net Assets
$450,238
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,521
32.3%
Sales of Assets $26,239
67.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,314
96.7%
Compensation of Officers* $4,120
13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $450,238
Total Liabilities $0
Net Assets $450,238
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $4,120 $0

Document Links

Fiscal Year Ending Oct.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,612
Expenses
$25,696
Net Income
$14,916
Net Assets
$440,828
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,433
23.2%
Sales of Assets $31,179
76.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,168
97.9%
Compensation of Officers* $4,490
17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $440,828
Total Liabilities $0
Net Assets $440,828
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $4,490 $0

Document Links

Fiscal Year Ending Oct.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,023
Expenses
$26,586
Net Income
-$2,563
Net Assets
$424,109
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,983
37.4%
Sales of Assets $14,944
62.2%
Other Income $96
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,469
99.6%
Compensation of Officers* $2,946
11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $424,110
Total Liabilities $1
Net Assets $424,109
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $2,946 $0

Document Links

Fiscal Year Ending Oct.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,291
Expenses
$28,169
Net Income
$3,122
Net Assets
$426,171
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,860
31.5%
Sales of Assets $21,431
68.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,526
90.6%
Compensation of Officers* $2,710
9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $426,172
Total Liabilities $1
Net Assets $426,171
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase (Trustee) $2,710 $0

Document Links

Fiscal Year Ending Oct.
2018

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 Oct.
2016

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 Oct.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,508
Expenses
$27,261
Net Income
$10,247
Net Assets
$434,383
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,685
23.2%
Sales of Assets $28,783
76.7%
Other Income $40
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,718
90.7%
Compensation of Officers* $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 $434,383
Total Liabilities $0
Net Assets $434,383

Document Links

Fiscal Year Ending Oct.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,259
Expenses
$25,337
Net Income
$922
Net Assets
$421,135
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,296
39.2%
Sales of Assets $15,454
58.9%
Other Income $509
1.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,569
93.0%
Compensation of Officers* $2,275
9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $421,135
Total Liabilities $0
Net Assets $421,135

Document Links

Fiscal Year Ending Oct.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,340
Expenses
$24,331
Net Income
-$18,991
Net Assets
$420,213
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,380
82.0%
Sales of Assets $960
18.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,390
87.9%
Compensation of Officers* $2,275
9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $420,213
Total Liabilities $0
Net Assets $420,213

Document Links

Fiscal Year Ending Oct.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,494
Expenses
$8,875
Net Income
$12,619
Net Assets
$439,205
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,708
59.1%
Sales of Assets $8,786
40.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,833
77.0%
Compensation of Officers* $2,650
29.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $439,205
Total Liabilities $0
Net Assets $439,205

Document Links

Fiscal Year Ending Oct.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,096
Expenses
$19,881
Net Income
-$15,785
Net Assets
$426,586
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6
0.1%
Dividends $4,090
99.9%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,769
84.3%
Compensation of Officers* $3,775
19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $426,586
Total Liabilities $0
Net Assets $426,586

Document Links

Fiscal Year Ending Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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

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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.

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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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