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Also known as: TRUST C/O AMG NATIONAL TRUST
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Sam F & Freda R Davis Charitable Trust is a private trust based in GREENWOOD VLG, CO. The foundation received its IRS ruling in 1994. The principal officer is Amg Guaranty Trust Na. It holds total assets of $7.9M. Annual income is reported at $1.6M. The foundation is governed by 1 officer or trustee. 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 Charitable Trust has made 32 grants totaling $2M, with a median grant of $37K. Annual giving has grown from $450K in 2020 to $1.1M in 2022. Individual grants have ranged from $12K to $179K, with an average award of $62K. 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
$12K
Median Grant
$35K
Average Grant
$56K
Largest Grant
$152K
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 Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 32 grants. Its grantmaking reaches organizations primarily in CO, CA, TX.
Sam F & Freda R Davis Charitable Trust has distributed a total of $2M across 32 grants. The median grant size is $37K, with an average of $62K. Individual grants have ranged from $12K to $179K.
Sam F & Freda R Davis Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Sam F & Freda R Davis 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
$637K
Total Assets
$7.7M
Fair Market Value
$8.7M
Net Worth
$7.7M
Grants Paid
$558K
Contributions
N/A
Net Investment Income
$287K
Distribution Amount
$423K
Total: $7.4M
Total Grants
32
Total Giving
$2M
Average Grant
$62K
Median Grant
$37K
Unique Recipients
9
Most Common Grant
$27K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| St Mary'S AcademyEDUCATIONAL | Englewood, CO | $14K | 2022 |
| Salk Institute For Biological StudiesSCIENTIFIC | La Jolla, CA | $179K | 2022 |
| University Of Denver School Of LawEDUCATIONAL | Denver, CO | $101K | 2022 |
| University Of Denver Colorado SeminaryRELIGIOUS | Denver, CO | $101K | 2022 |
| University Of Colorado - Health Science CenterSCIENTIFIC | Aurora, CO | $54K | 2022 |
| Eleanor Roosevelt Institute For Cancer Research - Univ Of DenverSCIENTIFIC | Denver, CO | $27K | 2022 |
| University Of Texas Md Anderson Cancer CenterEDUCATIONAL | Houston, TX | $27K | 2022 |
| Denver Art MuseumEDUCATIONAL | Denver, CO | $27K | 2022 |
| University Of Colorado Health Science CenterSCIENTIFIC | Aurora, CO | $46K | 2020 |