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Also known as: TRUST C/O AMG NATIONAL TRUST BANK
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Sam F & Freda R Davis 1988 Charitable Trust is a private trust based in GREENWOOD VLG, CO. The foundation received its IRS ruling in 1999. The principal officer is Guaranty Bank & Trust Company. It holds total assets of $691K. Annual income is reported at $317K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Colorado, California and Texas. According to available records, Sam F & Freda R Davis 1988 Charitable Trust has made 40 grants totaling $205K, with a median grant of $3K. Annual giving has decreased from $40K in 2020 to $31K in 2023. Grantmaking activity was highest in 2022 with $94K distributed across 16 grants. Individual grants have ranged from $795 to $16K, with an average award of $5K. The foundation has supported 9 unique organizations. Grants have been distributed to organizations in Colorado and California and Texas. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$3K
Average Grant
$5K
Largest Grant
$14K
Based on 8 grants from the most recent 990-PF filing.
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.
Sam F & Freda R Davis 1988 Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 40 grants. Its grantmaking reaches organizations primarily in CO, CA, TX.
Sam F & Freda R Davis 1988 Charitable Trust has distributed a total of $205K across 40 grants. The median grant size is $3K, with an average of $5K. Individual grants have ranged from $795 to $16K.
Sam F & Freda R Davis 1988 Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Sam F & Freda R Davis 1988 Charitable Trust is headquartered in GREENWOOD VLG, CO. While based in CO, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Amg National Trust Bank | TRUSTEE | $0 | $0 | N/A |
Total Giving
$45K
Total Assets
$631K
Fair Market Value
$835K
Net Worth
$631K
Grants Paid
$31K
Contributions
N/A
Net Investment Income
$28K
Distribution Amount
$39K
Total: $337K
Total Grants
40
Total Giving
$205K
Average Grant
$5K
Median Grant
$3K
Unique Recipients
9
Most Common Grant
$2K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| St Mary'S AcademyEDUCATIONAL | Englewood, CO | $795 | 2023 |
| Salk Institute For Biological StudiesSCIENTIFIC | La Jolla, CA | $10K | 2023 |
| University Of Denver Colorado SeminaryRELIGIOUS | Denver, CO | $6K | 2023 |
| University Of Denver School Of LawEDUCATIONAL | Denver, CO | $6K | 2023 |
| University Of Colorado - Health SciencesSCIENTIFIC | Aurora, CO | $3K | 2023 |
| Eleanor Roosevelt Institute For Cancer Research - University Of DenverSCIENTIFIC | Denver, CO | $2K | 2023 |
| Denver Art MuseumEDUCATIONAL | Denver, CO | $2K | 2023 |
| University Of Texas Md Anderson Cancer CenterSCIENTIFIC | Houston, TX | $2K | 2023 |
| University Of Colorado Health SciencesSCIENTIFIC | Aurora, CO | $4K | 2020 |