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TL DAVIS FAMILY CHARITABLE TRUST C/O REALIZE CPA LLP
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TL DAVIS FAMILY CHARITABLE TRUST C/O REALIZE CPA LLP
San Francisco, CA, US
•
501(c)3
•
EIN
91-1800878
•
Private Foundation
Family Foundation
Regional Funder
TL DAVIS FAMILY CHARITABLE TRUST C/O REALIZE CPA LLP
Sign up to claim this org
San Francisco, CA, US
•
501(c)3
•
EIN
91-1800878
•
Private Foundation
Family Foundation
Regional Funder
Overview
Programs
990s
Income Statement
Balance Sheet
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Board & Team
Financials
Financial Trends
Funding
Funders
Grants Received
Grantmaking
Giving Insights
Grantees
Grants Given
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Balance Sheet
Fiscal Year Start:
Jan 1
Assets in
2024
(Year End)
$3,153,335
Investments
97%
Cash & Equivalents
3%
Other Assets
<1%
Receivables (Non-Related)
0%
Related-Party Receivables
0%
Inventories
0%
Prepaid Expenses
0%
Property, Plant, & Equipment (net)
0%
Liabilities in
2024
(Year End)
$986
Other Liabilities
>99%
Payables & Accruals
0%
Grants Payable
0%
Deferred Revenue
0%
Tax-Exempt Bond Liabilities
0%
Custodial & Escrow Liabilities
0%
Notes Payable / Debt (Non-Related)
0%
Related-Party Payables
0%
Tax-Exempt Bond Liabilities
N/A
Custodial & Escrow Liabilities
N/A
Assets
2023
2024
Change
Cash & Equivalents
$87,408
$96,148
+10%
Receivables (Non-Related)
-
-
-
Related-Party Receivables
-
-
-
Inventories
-
-
-
Prepaid Expenses
-
-
-
Investments
$2,957,267
$3,055,289
+3%
Property, Plant, & Equipment (net)
-
-
-
Other Assets
$1,898
$1,898
+0%
Total Assets
$3,046,573
$3,153,335
+4%
Liabilities
2023
2024
Change
Payables & Accruals
-
-
-
Grants Payable
-
-
-
Deferred Revenue
-
-
-
Tax-Exempt Bond Liabilities
N/A
N/A
N/A
Custodial & Escrow Liabilities
N/A
N/A
N/A
Notes Payable / Debt (Non-Related)
-
-
-
Related-Party Payables
-
-
-
Other Liabilities
$1,850
$986
-47%
Total Liabilities
$1,850
$986
-47%
Net assets
2023
2024
Change
Restricted Net Assets
N/A
N/A
N/A
Unrestricted Net Assets
N/A
N/A
N/A
Net assets
2023
2024
Change
Net assets
+$3,044,723
+$3,152,349
+4%
Balance Sheet
