James P Grey Tr Uw Fbo Davidson College

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Donations to this organization are tax deductible.

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 June
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,221
Expenses
$5,797
Net Income
$2,424
Net Assets
$84,084
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,456
29.9%
Sales of Assets $5,765
70.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,858
83.8%
Compensation of Officers* $405
7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $84,084
Total Liabilities $0
Net Assets $84,084
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $405 $0

Document Links

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,072
Expenses
$5,405
Net Income
-$2,333
Net Assets
$82,550
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,199
71.6%
Sales of Assets $666
21.7%
Other Income $207
6.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,538
84.0%
Compensation of Officers* $400
7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $82,550
Total Liabilities $0
Net Assets $82,550
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $400 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$1,653
Expenses
$5,286
Net Income
-$6,939
Net Assets
$83,133
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,792
Sales of Assets -$3,445
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,068
77.0%
Compensation of Officers* $351
6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $83,133
Total Liabilities $0
Net Assets $83,133
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $351 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,746
Expenses
$5,189
Net Income
$12,557
Net Assets
$88,958
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,780
10.0%
Sales of Assets $15,966
90.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,273
82.3%
Compensation of Officers* $374
7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $88,958
Total Liabilities $0
Net Assets $88,958
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $374 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,411
Expenses
$4,382
Net Income
$2,029
Net Assets
$88,059
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,483
23.1%
Sales of Assets $4,928
76.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,464
79.1%
Compensation of Officers* $363
8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $88,060
Total Liabilities $1
Net Assets $88,059
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $363 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,272
Expenses
$4,586
Net Income
$686
Net Assets
$74,526
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,784
33.8%
Sales of Assets $3,478
66.0%
Other Income $10
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,869
84.4%
Compensation of Officers* $304
6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $74,527
Total Liabilities $1
Net Assets $74,526
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $304 $0

Document Links

Fiscal Year Ending June
2019

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 June
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 June
2017

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 June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,386
Expenses
$6,220
Net Income
-$4,834
Net Assets
$72,498
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,854
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,945
95.6%
Compensation of Officers* $284
4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $72,498
Total Liabilities $0
Net Assets $72,498

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,535
Expenses
$4,115
Net Income
-$1,580
Net Assets
$77,924
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,580
62.3%
Sales of Assets $955
37.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,757
91.3%
Compensation of Officers* $329
8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $77,924
Total Liabilities $0
Net Assets $77,924

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,585
Expenses
$4,440
Net Income
$1,145
Net Assets
$77,611
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,612
28.9%
Sales of Assets $3,973
71.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,188
94.3%
Compensation of Officers* $345
7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $77,611
Total Liabilities $0
Net Assets $77,611

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,757
Expenses
$6,910
Net Income
-$4,153
Net Assets
$76,698
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,613
58.5%
Sales of Assets $1,099
39.9%
Other Income $45
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,673
96.6%
Compensation of Officers* $307
4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $76,698
Total Liabilities $0
Net Assets $76,698

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$2,836
Expenses
$4,235
Net Income
-$7,071
Net Assets
$82,450
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,319
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,969
93.7%
Compensation of Officers* $105
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 $82,450
Total Liabilities $0
Net Assets $82,450

Document Links

Fiscal Year Ending June
2011

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 June
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 June
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 June
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 June
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 June
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 June
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 June
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

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.

Which Organizations Are Here?

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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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • 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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