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Davis Publications Charitable Tr EIN 04-6880358 Form 990 (PDF) Claim this org

Davis Publications Charitable Tr FY2023 filing

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A private foundation based in Worcester, MA. For fiscal year 2023 it reported $-10K in revenue, $24K in expenses, and $262K in net assets.Pt I

Type
Private foundation / grantmaker · Foundations & Grantmakers
Location
Worcester, MA
Filings
6 on file (2020–2023)
Revenue
$-10KFY2023
Expenses
$24K
Net assets
$262K
People
0
Filings
6
Updates
0
More identity details & actions ⌄
EIN  04-6880358 Private foundation / grantmaker Worcester, MA
Form 990 (PDF)
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →
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Size
<$100K
What they do
A private foundation based in Worcester, MA.
Money in and out
$-10K revenue, $24K expenses
Bottom line
—
Grants paid & assets · FY2023
Total revenue
$-10K
Pt VIII · Ln 12
Total expenses
$24K
Pt IX · Ln 25
Net assets
$262K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$33K
Total assets
262K
deployed as grants and operations
Grants paid
20K
in FY2023
Grants made
22grants
total in period
Payout rate
8%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 22 grants · $16K · 2025–2025
United WayFY2025$3,000
Worcester Historical MuseumMA · FY2025$1,000
Worcester Animal Rescue LeagueMA · FY2025$1,000
Joy of Music Program INCMA · FY2025$1,000
CentroFY2025$1,000
ArtsworcesterMA · FY2025$1,000
African Community EducationFY2025$1,000
Worcester Youth Center INCMA · FY2025$500
Worcester Regional Research Bureau INCMA · FY2025$500
The Worcester Center for Crafts INCMA · FY2025$500
Worcester Art MuseumMA · FY2025$500
WicnFY2025$500
Wcuw INCMA · FY2025$500
No Loose BraidsFY2025$500
Main Idea WorcesterFY2025$500
Fitchburg Art MuseumMA · FY2025$500
Edward Street Day Care Center INCMA · FY2025$500
Crocodile River Music INCMA · FY2025$500
See all 22 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV14
Average grantPart XV$709
Median grantPart XV$500
Largest grantPart XV$3K
Top cause focusNTEEArts & Culture (36%)

Summary of the Filing

Part I · fiscal year 2023 · Form 990-PF
Revenue
$-10K
FY2023▼ -162%
Expenses
$24K
FY2023-0.2%
Total assets
$262K
FY2023▲ +0.8%
Total liabilities
$0
FY2023
Total revenue
$-10K
Pt VIII · Ln 12
Total expenses
$24K
Pt IX · Ln 25
Net assets
$262K
Pt X · Ln 32
Total assetsPt II$262K

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CDavis Publications Charitable Tr
EINHdr · item D04-6880358
Principal addressHdr · item CWorcester, MA
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MMA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T20)
Ruling yearIRS BMFMar 1999

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Officers, directors & key employeesPt VII · Sec ANot reported
See Davis Publications Charitable Tr executive salaries →

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.84 Operating & administrative $0.16
Grants & contributions paid84%$20K
Operating & administrative16%$4K
Total functional expensesLn 25$24K

Balance Sheet

Part X · end of year
CashLn 1$14K
Total assetsLn 16$262K
Total liabilitiesLn 26$0
Total net assetsLn 32$262K
Months of cash on handcomputed7.2

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $262K
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $-10K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $-10K
—
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $-10K · Prior year $16K
Prior-year revenue below floor — showing dollar change
Net-asset trend (YoY)
End of year $262K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $-10K · Expenses $24K
—
Liabilities-to-Assets
Total liabilities — · Total assets $262K
—
Net-asset ratio
Net assets $262K · Total assets $262K
100%
People & payroll
Highest Reported Total Compensation
Individual — · Reported title — · Highest reported compensation — · Total expenses $24K
No individual compensation reported on this filing
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth -162%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$10K revenue · ⤓ 990 PDF
FY2024$9K revenue · ⤓ 990 PDF
FY2023$-10K revenue · viewing · ⤓ 990 PDF
FY2022$16K revenue · ⤓ 990 PDF
FY2021$22K revenue · ⤓ 990 PDF
FY2020$16K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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