AUMdb

Davies Charitable Trust

EIN 237417287 · 501(c)(3) · Private foundation · San Bruno, CA · recognized 1974

Assets
$5.9M
Revenue
$330K
Expenses
$1.6M
Investment income
$242K

Form 990 fiscal year ended 09/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Whittier Trust Company Trustee $0 $0
Lucy Lewis Dreyer Co Whittier Trust Trustee $0 $0
Ralph Davies Lewis Co Whittier Trus Trustee $0 $0