William a Davis Trust

Boston, MAGovernment-related / quasi-publicEIN 04-6045866

$1K paid to officers and key staff.
Pay: Part VII

Before you give

FY2025 · Form 990-PFIndependent: from IRS data, not the org
Download 990
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $7K a year · 17% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
990-PF Pt I · 6 filings
Pay to officers and key staff
$1K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
990-PF Pt VIII
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$31K
+3% vs prior year
Spent
$40K
Net assets
$421K
By yearFY2020–FY2025
Revenue
$31K
FY2025▲ +3%
Revenue by fiscal year
FY2020$41K
FY2021$53K
FY2022$40K
FY2023$51K
FY2024$31K
FY2025$31K
Expenses
$40K
FY2025▲ +13%
Expenses by fiscal year
FY2020$28K
FY2021$33K
FY2022$37K
FY2023$33K
FY2024$35K
FY2025$40K
Net assets
$421K
FY2025▼ -2%
Net assets by fiscal year
FY2020$394K
FY2021$410K
FY2022$413K
FY2023$430K
FY2024$430K
FY2025$421K

From the FY2025 Form 990 · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in 0000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 74% · $29K Operating & administrative 26% · $10K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

1 person listed on the 990-PF; $1K paid to officers and key staff.

Part VII, Section A · reportable compensation
$1,489Pt VII · Sec A
See William a Davis Trust executive salaries →

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Programs and updates

A government-related organization based in Boston, MA.

Provided by the organization

This section is blank until William a Davis Trust claims this page.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 1 grant · $29K · 2025–2025
Hallmark Health Systems INC DBAFY2025$29,258

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$29K
Median grantPart XV$29K
Largest grantPart XV$29K

By the numbers

The FY2025 990-PF, line by line.

1The main four
Money in
$31K
Investment income$31K
Money out
$40K
Grants paid$29K
Running costs$10K
Owns and owes
$421K
net assets
Total assets$421K
Liabilities$0
People
1
listed
Paid1
2In more detail
Revenue in detail
Investment income$31K
Total revenue$31K
Assets in detailEnd of year
Total assets$421K
Liabilities$0
Net assets$421K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $31K$40K−$8K$421K 990 PDF
FY2024 $31K$35K−$4K$430K 990 PDF
FY2023 $51K$33K$18K$430K 990 PDF
FY2022 $40K$37K$3K$413K 990 PDF
FY2021 $53K$33K$20K$410K 990 PDF
FY2020 $41K$28K$13K$394K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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