Nonprofit · EIN 23-7417287
DAVIES CHARITABLE TRUST
Tax-exempt · SAN BRUNO, CA 94066
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $683,761 | $571,757 | $112,004 | $2,999,391 | $0 | $2,999,391 |
| September 30, 2024 | 990-PF | $330,481 | $1,613,437 | -$1,282,956 | $2,890,861 | $0 | $2,890,861 |
| September 30, 2023 | 990-PF | $892,585 | $302,939 | $589,646 | $4,172,974 | $0 | $4,172,974 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $99,040
- Interest
- $11,293
- Net gain from sales of assets
- $573,428
Expenses
- Grants and similar amounts paid
- $517,900
- Compensation of officers, directors and key employees
- $48,410
- Disbursements for charitable purposes
- $566,410
- Excise tax on investment income
- $8,144
Balance sheet and other
- Total assets, start of year
- $2,890,861
- Total assets, end of year
- $2,999,391
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,999,391
- Fair market value of assets
- $6,238,907
- Qualifying distributions
- $566,410
- Net investment income
- $636,876
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WHITTIER TRUST COMPANY 177 E COLORADO BLVD STE 800, PASADENA, CA 911051962 | TRUSTEE | 40 | $48,410 |
| LUCY LEWIS DREYER CO WHITTIER TRUST 177 E COLORADO BLVD STE 800, PASADENA, CA 911051962 | TRUSTEE | 0 | $0 |
| RALPH DAVIES LEWIS CO WHITTIER TRUS 177 E COLORADO BLVD STE 800, PASADENA, CA 911051962 | TRUSTEE | 0 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WHITTIER TRUST COMPANY 800 E COLORADO BLVD STE 800, SOUTH PASADENA, CA 910304792 | TRUSTEE | 0 | $0 |
| LUCY LEWIS DREYER CO WHITTIER TRUST 800 E COLORADO BLVD STE 800, SOUTH PASADENA, CA 910304792 | TRUSTEE | 0 | $0 |
| RALPH DAVIES LEWIS CO WHITTIER TRUS 800 E COLORADO BLVD STE 800, SOUTH PASADENA, CA 910304792 | TRUSTEE | 0 | $0 |
990-PF for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WHITTIER TRUST COMPANY 800 E COLORADO BLVD STE 800, SOUTH PASADENA, CA 910304792 | TRUSTEE | 0 | $0 |
| LUCY LEWIS DREYER CO WHITTIER TRUST 800 E COLORADO BLVD STE 800, SOUTH PASADENA, CA 910304792 | TRUSTEE | 0 | $0 |
| RALPH DAVIES LEWIS CO WHITTIER TRUS 800 E COLORADO BLVD STE 800, SOUTH PASADENA, CA 910304792 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 241 SAN LUIS AVE APT 6, SAN BRUNO, CA 94066-5537
- In care of
- % R M GONNELLA
- Signed the 990-PF
- GREG CUSTER, VICE PRESIDENT
- Phone
- (949) 216-2200
- Return prepared by
- REGINA GONNELLA CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7417287 or by the name DAVIES CHARITABLE TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 23-7417287
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1974
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,999,391
- Income (IRS master file)
- $1,456,756
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $683,761 | $571,757 | $2,999,391 | XML |
| 990-PF | September 2024 | $330,481 | $1,613,437 | $2,890,861 | XML |
| 990-PF | September 2023 | $892,585 | $302,939 | $4,172,974 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7417287).
Questions about DAVIES CHARITABLE TRUST
- What is the EIN of DAVIES CHARITABLE TRUST?
- The employer identification number (EIN) of DAVIES CHARITABLE TRUST is 23-7417287.
- Is DAVIES CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to DAVIES CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVIES CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVIES CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVIES CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of DAVIES CHARITABLE TRUST?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 1 received compensation from the organization, the highest $48,410 (WHITTIER TRUST COMPANY, TRUSTEE).
- How much revenue does DAVIES CHARITABLE TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $683,761, expenses of $571,757 and total assets of $2,999,391 at year end.
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