The Sam & Freda Davis 1993 Charitable

GREENWOOD VILLAGE, CO EIN: 84-6261346

The Sam & Freda Davis 1993 Charitable is a private foundation, based in GREENWOOD VILLAGE, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.9M in total assets. In 2024, it awarded 7 grants totaling $412K. Net investment income was $543K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.9M

+1.8% YoY

Annual Giving

$412K

-26.2% YoY

Grant Count

-12.5% YoY

Avg Grant Size

$59K

-15.6% YoY

Under IRS private-foundation payout rules, The Sam & Freda Davis 1993 Charitable reported a distributable amount of $447K for 2024 — the minimum it must pay out in qualifying distributions.

About The Sam & Freda Davis 1993 Charitable

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Colorado $1.5M (61%)

California $819K (34%)

Texas $124K (5%)

States

California Colorado Texas

Cities

AuroraDenverEnglewoodHoustonLa Jolla

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$7,853,767	$7,713,651	$7,990,983
Revenue	$617,719	$359,280	$895,617
Expenses	$477,603	$636,612	$594,141
Qualifying Distributions	$412,495	$558,480	$530,480
Net Investment Income	$542,741	$286,547	$829,635
Distributable Amount	$446,687	$423,364	$435,374

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Grant Size Distribution

39 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Denver ($156,349), Salk Institute for Biological Studies ($139,446), University of Colorado - Health Science Center ($42,256).

Recipient	Purpose	Amount
DENVER ART MUSEUM DENVER, CO	EDUCATIONAL	$21,128
ELEANOR ROOSEVELT INSTITUTE FOR CANCER RESEARCH - UNIV OF DENVER DENVER, CO	SCIENTIFIC	$21,128
SALK INSTITUTE FOR BIOLOGICAL STUDIES LA JOLLA, CA	SCIENTIFIC	$139,446
ST MARY'S ACADEMY ENGLEWOOD, CO	EDUCATIONAL	$10,564
UNIVERSITY OF COLORADO - HEALTH SCIENCE CENTER AURORA, CO	SCIENTIFIC	$42,256
UNIVERSITY OF DENVER DENVER, CO	EDUCATIONAL	$156,349
UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER HOUSTON, TX	EDUCATIONAL	$21,129

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
AMG NATIONAL TRUST BANK	TRUSTEE	—	—

Frequently Asked Questions

How large is The Sam & Freda Davis 1993 Charitable?

As of 2024, The Sam & Freda Davis 1993 Charitable holds $7.9M in total assets with $618K in annual revenue. It awarded 7 grants totaling $412K in 2024.

Where does The Sam & Freda Davis 1993 Charitable operate?

The Sam & Freda Davis 1993 Charitable has awarded grants in California, Colorado, Texas.

What size grants does The Sam & Freda Davis 1993 Charitable award?

In 2024, The Sam & Freda Davis 1993 Charitable awarded 7 grants totaling $412K — an average of about $59K per grant, based on its IRS Form 990 filings.

How much is The Sam & Freda Davis 1993 Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Sam & Freda Davis 1993 Charitable reported a distributable amount of $447K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Sam & Freda Davis 1993 Charitable's EIN?

The Sam & Freda Davis 1993 Charitable's EIN (Employer Identification Number) is 84-6261346. IRS Form 990 filing data is available on this page for 2020–2024.