Sam F & Freda R Davis 1988 Charitable Trust is a 501(c)(3) organization based in Greenwood Vlg, Colorado, registered in 1999, with $104,243 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$104K
▲ 150.1% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$45K
Net assets
$691K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Sam F & Freda R Davis 1988 Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Sam F & Freda R Davis 1988 Charitable Trust: 186 mo reserves · +57% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Sam F & Freda R Davis 1988 Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Sam F & Freda R Davis 1988 Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $36K (FY2013) to $104K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
57.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$691K
Total liabilities
$0
Net assets
$691K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $104,243▲150% | $44,517▼1.7% | $690,555▲9.5% | $690,555▲9.5% | 990PF |
| 2023 | $41,682▼14.3% | $45,294▼26.7% | $630,829▼0.6% | $630,829▼0.6% | 990PF |
| 2022 | $48,624▼53.8% | $61,812▲12.5% | $634,441▼2.4% | $634,441▼2.4% | 990PF |
| 2021 | $105,279▲401% | $54,932▲3.9% | $650,129▲8.4% | $650,129▲8.4% | 990PF |
| 2020 | $21,033▼61.4% | $52,881▼15.6% | $599,782▼5.0% | $599,782▼5.0% | 990PF |
| 2019 | $54,548▼21.7% | $62,680▼1.7% | $631,630▼1.3% | $631,630▼1.3% | 990PF |
| 2018 | $69,630▲33.5% | $63,739▲7.1% | $639,762▲0.9% | $639,762▲0.9% | 990PF |
| 2017 | $52,143▲388% | $59,527▲2.0% | $633,871▼1.2% | $633,871▼1.2% | 990PF |
| 2016 | $10,675▼80.0% | $58,362▼2.8% | $641,255▼6.9% | $641,255▼6.9% | 990PF |
| 2015 | $53,450▲6.7% | $60,037▼1.4% | $688,942▼0.9% | $688,942▼0.9% | 990PF |
| 2014 | $50,072▲38.8% | $60,920▲21.2% | $695,529▼1.5% | $695,529▼1.5% | 990PF |
| 2013 | $36,063 | $50,279▼3.0% | $706,377▼2.0% | $706,377▼2.0% | 990PF |
| 2012 | — | $51,810▼1.3% | $720,593▼1.9% | $720,593▼1.9% | 990PF |
| 2011 | — | $52,494▲15.4% | $734,512▼3.6% | $734,606▼3.6% | 990PF |
| 2010 | — | $45,499 | $761,846 | $761,846 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Sam F & Freda R Davis 1988 Charitable Trust (EIN 84-1493031) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.