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Theodore P Davis Charitable Trust R76328005

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: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$88.5k (2024)

Expenses
$92.1k (2024)

Total Assets
$1.2M (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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$88,527
Expenses
$92,057
Net Income
-$3,530
Net Assets
$1,202,135
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $54,640
61.7%
Sales of Assets $33,887
38.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $72,340
78.6%
Compensation of Officers* $26,838
29.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,202,135
Total Liabilities $0
Net Assets $1,202,135
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $26,838 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$96,664
Expenses
$91,261
Net Income
$5,403
Net Assets
$1,211,770
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $42,428
43.9%
Sales of Assets $53,479
55.3%
Other Income $757
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $73,719
80.8%
Compensation of Officers* $24,968
27.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,211,770
Total Liabilities $0
Net Assets $1,211,770
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $24,968 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,817
Expenses
$94,949
Net Income
-$77,132
Net Assets
$1,206,063
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $46,144
> 100%
Sales of Assets -$28,327
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $74,814
78.8%
Compensation of Officers* $25,874
27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,206,063
Total Liabilities $0
Net Assets $1,206,063
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $25,874 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$129,053
Expenses
$100,812
Net Income
$28,241
Net Assets
$1,283,579
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $47,669
36.9%
Sales of Assets $81,384
63.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $81,199
80.5%
Compensation of Officers* $27,699
27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,283,579
Total Liabilities $0
Net Assets $1,283,579
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $27,699 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$86,708
Expenses
$93,647
Net Income
-$6,939
Net Assets
$1,255,015
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,866
36.8%
Sales of Assets $54,673
63.1%
Other Income $169
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $75,370
80.5%
Compensation of Officers* $26,069
27.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,255,016
Total Liabilities $1
Net Assets $1,255,015
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $26,069 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$78,612
Expenses
$97,134
Net Income
-$18,522
Net Assets
$1,262,200
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $39,959
50.8%
Sales of Assets $38,239
48.6%
Other Income $414
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $76,555
78.8%
Compensation of Officers* $25,779
26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,262,200
Total Liabilities $0
Net Assets $1,262,200

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$91,287
Expenses
$88,275
Net Income
$3,012
Net Assets
$1,280,734
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $39,139
42.9%
Sales of Assets $51,536
56.5%
Other Income $612
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $74,884
84.8%
Compensation of Officers* $18,461
20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,280,734
Total Liabilities $0
Net Assets $1,280,734
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase (Trustee) $18,461 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$75,692
Expenses
$81,215
Net Income
-$5,523
Net Assets
$1,277,828
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $35,501
46.9%
Sales of Assets $39,260
51.9%
Other Income $931
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $71,203
87.7%
Compensation of Officers* $14,757
18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,277,828
Total Liabilities $0
Net Assets $1,277,828
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $14,757 $0

Document Links

Fiscal Year Ending Dec.
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 Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,699
Expenses
$88,212
Net Income
-$31,513
Net Assets
$1,345,466
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,516
50.3%
Sales of Assets $28,034
49.4%
Other Income $149
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $77,303
87.6%
Compensation of Officers* $15,006
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 $1,345,466
Total Liabilities $0
Net Assets $1,345,466

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$101,985
Expenses
$60,061
Net Income
$41,924
Net Assets
$1,376,980
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $37,064
36.3%
Sales of Assets $63,410
62.2%
Other Income $474
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,061
73.4%
Compensation of Officers* $16,244
27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,376,980
Total Liabilities $0
Net Assets $1,376,980

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$115,010
Expenses
$38,367
Net Income
$76,643
Net Assets
$1,335,066
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,384
24.7%
Sales of Assets $85,341
74.2%
Other Income $1,285
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,302
63.3%
Compensation of Officers* $16,407
42.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,335,066
Total Liabilities $0
Net Assets $1,335,066

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$59,248
Expenses
$75,375
Net Income
-$16,127
Net Assets
$1,258,404
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,330
49.5%
Sales of Assets $28,470
48.1%
Other Income $1,448
2.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,259
82.6%
Compensation of Officers* $14,760
19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,258,404
Total Liabilities $0
Net Assets $1,258,404

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$88,345
Expenses
$92,865
Net Income
-$4,520
Net Assets
$1,276,781
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $34,943
39.6%
Sales of Assets $52,099
59.0%
Other Income $1,303
1.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $79,602
85.7%
Compensation of Officers* $13,844
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 $1,276,781
Total Liabilities $0
Net Assets $1,276,781

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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