Nonprofit · EIN 84-6261346
SAM F & FREDA R DAVIS CHARITABLE TR
Tax-exempt · GREENWOOD VLG, CO 80111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $424,307 | $552,176 | -$127,869 | $7,725,898 | $0 | $7,725,898 |
| December 31, 2024 | 990-PF | $617,719 | $477,603 | $140,116 | $7,853,767 | $0 | $7,853,767 |
| December 31, 2023 | 990-PF | $359,280 | $636,612 | -$277,332 | $7,713,651 | $0 | $7,713,651 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $213,853
- Interest
- $17,285
- Net gain from sales of assets
- $193,169
Expenses
- Grants and similar amounts paid
- $484,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $484,495
- Excise tax on investment income
- $4,939
Balance sheet and other
- Total assets, start of year
- $7,853,767
- Total assets, end of year
- $7,725,898
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,725,898
- Fair market value of assets
- $10,180,594
- Qualifying distributions
- $484,495
- Net investment income
- $420,849
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMG NATIONAL TRUST BANK 6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 801114908 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMG NATIONAL TRUST BANK 6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 801114908 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMG NATIONAL TRUST BANK 6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 801114908 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 6295 GREENWOOD PLAZA BLVD, GREENWOOD VLG, CO 80111-4908
- In care of
- % AMG GUARANTY TRUST NA
- Signed the 990-PF
- LEIGH J CASON, ASSISTANT VP & TRUST OFFICER
- Phone
- (303) 694-2190
- Return prepared by
- AMG NATIONAL TRUST BANK
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-6261346
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,725,898
- Income (IRS master file)
- $2,190,224
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $424,307 | $552,176 | $7,725,898 | IRS |
| 990-PF | December 2024 | $617,719 | $477,603 | $7,853,767 | IRS |
| 990-PF | December 2023 | $359,280 | $636,612 | $7,713,651 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 84-6261346).
Questions about SAM F & FREDA R DAVIS CHARITABLE TR
- What is the EIN of SAM F & FREDA R DAVIS CHARITABLE TR?
- The employer identification number (EIN) of SAM F & FREDA R DAVIS CHARITABLE TR is 84-6261346.
- Is SAM F & FREDA R DAVIS CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to SAM F & FREDA R DAVIS CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAM F & FREDA R DAVIS CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAM F & FREDA R DAVIS CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAM F & FREDA R DAVIS CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SAM F & FREDA R DAVIS CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does SAM F & FREDA R DAVIS CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $424,307, expenses of $552,176 and total assets of $7,725,898 at year end.
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