Sam F & Freda R Davis Charitable Tr

Greenwood Vlg, CO
Tax-exempt since June 1994
EIN: 84-6261346

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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.

Donations to this organization are tax deductible.

Revenue

$618k (2024)

Expenses

$478k (2024)

Total Assets

$7.85M (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

$617,719

Expenses

$477,603

Net Income

$140,116

Net Assets

$7,853,767

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,301	1.8%
Dividends	$218,184	35.3%
Sales of Assets	$388,234	62.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$412,495	86.4%
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	$7,853,767
Total Liabilities	$0
Net Assets	$7,853,767

Compensation

Key Employees and Officers	Compensation	Other
Amg National Trust Bank (Trustee)	$0	$0

990-PF

Filed on May 13, 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

$359,280

Expenses

$636,612

Net Income

-$277,332

Net Assets

$7,713,651

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,601	2.7%
Dividends	$225,663	62.8%
Sales of Assets	$124,016	34.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$558,480	87.7%
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	$7,713,651
Total Liabilities	$0
Net Assets	$7,713,651

Compensation

Key Employees and Officers	Compensation	Other
Amg National Trust Bank (Trustee)	$0	$0

990-PF

Filed on May 9, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$895,617

Expenses

$594,141

Net Income

$301,476

Net Assets

$7,990,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,321	0.3%
Dividends	$205,536	22.9%
Sales of Assets	$687,760	76.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$530,480	89.3%
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	$7,990,983
Total Liabilities	$0
Net Assets	$7,990,983

Compensation

Key Employees and Officers	Compensation	Other
Amg National Trust Bank (Trustee)	$0	$0

990-PF

Filed on May 10, 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

$850,155

Expenses

$533,509

Net Income

$316,646

Net Assets

$7,709,507

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,388	0.3%
Dividends	$186,650	22.0%
Sales of Assets	$661,117	77.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$470,525	88.2%
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	$7,709,507
Total Liabilities	$0
Net Assets	$7,709,507

Compensation

Key Employees and Officers	Compensation	Other
Amg National Trust Bank (Trustee)	$0	$0

990-PF

Filed on May 6, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$177,439

Expenses

$512,046

Net Income

-$334,607

Net Assets

$7,392,860

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,640	2.1%
Dividends	$139,994	78.9%
Sales of Assets	$33,805	19.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$451,213	88.1%
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	$7,392,861
Total Liabilities	$1
Net Assets	$7,392,860

Compensation

Key Employees and Officers	Compensation	Other
Amg National Trust Bank (Trustee)	$0	$0

990-PF

Filed on Nov. 9, 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

$423,020

Expenses

$536,703

Net Income

-$113,683

Net Assets

$7,727,467

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,983	1.2%
Dividends	$168,401	39.8%
Sales of Assets	$249,636	59.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$471,157	87.8%
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	$7,727,468
Total Liabilities	$1
Net Assets	$7,727,467

Compensation

Key Employees and Officers	Compensation	Other
Amg National Trust Bank (Trustee)	$0	$0

990-PF

Filed on July 13, 2020

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

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XML

Fiscal Year Ending Dec.
2018

Revenue

$637,552

Expenses

$545,898

Net Income

$91,654

Net Assets

$7,841,151

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,960	0.8%
Dividends	$201,531	31.6%
Sales of Assets	$431,061	67.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$477,258	87.4%
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	$7,841,151
Total Liabilities	$0
Net Assets	$7,841,151

Compensation

Key Employees and Officers	Compensation	Other
Amg National Trust Bank (Trustee)	$0	$0

990-PF

Filed on May 14, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$418,166

Expenses

$537,068

Net Income

-$118,902

Net Assets

$7,749,497

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,114	1.5%
Dividends	$0
Sales of Assets	$405,789	97.0%
Other Income	$6,263	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$477,257	88.9%
Compensation of Officers*	$57,279	10.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,749,497
Total Liabilities	$0
Net Assets	$7,749,497

Compensation

Key Employees and Officers	Compensation	Other
Amg National Trust Bank (Trustee)	$57,279	$0

990-PF

Filed on May 14, 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

$60,123

Expenses

$510,583

Net Income

-$450,460

Net Assets

$7,868,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,308	10.5%
Dividends	$137,329	> 100%
Sales of Assets	-$95,998
Other Income	$12,484	20.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$452,257	88.6%
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	$7,868,399
Total Liabilities	$0
Net Assets	$7,868,399

Compensation

Key Employees and Officers	Compensation	Other
Amg National Trust Bank (Trustee)	$0	$0

990-PF

Filed on May 15, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$446,865

Expenses

$567,284

Net Income

-$120,419

Net Assets

$8,318,859

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,507	3.7%
Dividends	$124,091	27.8%
Sales of Assets	$293,583	65.7%
Other Income	$12,684	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$477,150	84.1%
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	$8,325,833
Total Liabilities	$6,974
Net Assets	$8,318,859

Compensation

Key Employees and Officers	Compensation	Other
Amg National Trust Bank (Trustee)	$0	$0

990-PF

Filed on May 15, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$967,848

Expenses

$573,526

Net Income

$394,322

Net Assets

$8,439,278

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31,853	3.3%
Dividends	$140,299	14.5%
Sales of Assets	$777,073	80.3%
Other Income	$18,623	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$499,050	87.0%
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	$8,439,278
Total Liabilities	$0
Net Assets	$8,439,278

Compensation

Key Employees and Officers	Compensation	Other
Amg National Trust Bank (Trustee)	$0	$0

990-PF

Filed on May 15, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$416,664

Expenses

$491,024

Net Income

-$74,360

Net Assets

$8,044,956

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$46,701	11.2%
Dividends	$125,652	30.2%
Sales of Assets	$229,423	55.1%
Other Income	$14,888	3.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$422,983	86.1%
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	$8,044,956
Total Liabilities	$0
Net Assets	$8,044,956

Compensation

Key Employees and Officers	Compensation	Other
Amg National Trust Bank (Trustee)	$0	$0

990-PF

Filed on May 15, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$424,789

Expenses

$506,705

Net Income

-$81,916

Net Assets

$8,119,315

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$55,654	13.1%
Dividends	$128,325	30.2%
Sales of Assets	$232,349	54.7%
Other Income	$8,461	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$445,925	88.0%
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	$8,119,316
Total Liabilities	$1
Net Assets	$8,119,315

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$166,482

Expenses

$491,394

Net Income

-$324,912

Net Assets

$8,201,231

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$29,694	17.8%
Dividends	$117,470	70.6%
Sales of Assets	$19,318	11.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$417,699	85.0%
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	$8,201,232
Total Liabilities	$1
Net Assets	$8,201,231

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.

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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Updated January 26, 2026

Sam F & Freda R Davis Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $618k (2024)

Expenses $478k (2024)

Total Assets $7.85M (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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$618k (2024)

Expenses

$478k (2024)

Total Assets

$7.85M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2015

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2013

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