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Roland & Sara K Davis Memorial Trust Ua 09-03-71 is a private corporation based in LANCASTER, PA. The foundation received its IRS ruling in 2001. The principal officer is Fulton Bank Na. It holds total assets of $328K. Annual income is reported at $88K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of religion. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, Roland & Sara K Davis Memorial Trust Ua 09-03-71 has made 4 grants totaling $68K, with a median grant of $18K. The foundation has distributed between $14K and $19K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $19K distributed across 1 grants. Individual grants have ranged from $14K to $19K, with an average award of $17K. Grant recipients are concentrated in Pennsylvania. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Roland & Sara K Davis Memorial Trust Ua 09-03-71 primarily funds organizations in the area of religion. Based on available records, the foundation has funded 4 grants. Its grantmaking reaches organizations primarily in PA.
Roland & Sara K Davis Memorial Trust Ua 09-03-71 has distributed a total of $68K across 4 grants. The median grant size is $18K, with an average of $17K. Individual grants have ranged from $14K to $19K.
Roland & Sara K Davis Memorial Trust Ua 09-03-71 typically selects its grantees rather than accepting unsolicited proposals.
Roland & Sara K Davis Memorial Trust Ua 09-03-71 is headquartered in LANCASTER, PA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Fulton Bank N A | TRUSTEE | $3K | $0 | $3K |
Total Giving
$21K
Total Assets
$318K
Fair Market Value
$347K
Net Worth
$318K
Grants Paid
$18K
Contributions
N/A
Net Investment Income
$13K
Distribution Amount
$16K
Total Grants
4
Total Giving
$68K
Average Grant
$17K
Median Grant
$18K
Unique Recipients
1
Most Common Grant
$14K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Holy Trinity Lutheran ChurchOPERATIONS | Lebanon, PA | $18K | 2023 |