Program areas at Charles Daily Charitable Trust
Scholarships awarded to various recipients.
Contributions to st. james catholic church
Contributions to st. joseph's foundation, inc.
All investments were made adhering to prudent investment strategies with the objectives of maximizing gains, minimizing losses, and locking in profits to preserve corpus for fulfillment of grantor's intent (perpetual funding for these organizations & scholarships).
All sales of stocks were made adhering to prudent investment strategies with the objectives of maximizing gains, minimizing losses, and locking in profits to preserve corpus for fulfillment of grantor's intent (perpetual funding for these organizations & scholarships).
Grants made by Charles Daily Charitable Trust
Personnel at Charles Daily Charitable Trust
| Name | Title | Compensation | Date of data |
|---|
| Malcolm L Butler | Trustee | $5,403 | 2024-04-25 |
Financials for Charles Daily Charitable Trust
| Revenues | FYE 12/2023 | FYE 12/2022 | % Change |
|---|
| Total grants, contributions, etc. | $0 | $0 | - |
| Investment income and dividends | $54,816 | $47,800 | 14.7% |
| Net rental income | $0 | $0 | - |
| Net gain from sale of non-inventory assets | $20,163 | $-3,740 | 639.1% |
| Gross sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $0 | $0 | - |
| Total revenues | $74,979 | $44,060 | 70.2% |
Organizations like Charles Daily Charitable Trust
| Organization | Type | Location | Revenue |
|---|
| Lightbridge Foundation | 501(c)(3) | Iselin, NJ | $208,353 |
| The Edward Blank and Sharon Cosloy Blank Family Foundation | 501(c)(3) | Farmingdale, NY | $195,377 |
| Ronald J Lieb Foundation | 501(c)(3) | Overland Park, KS | $128,939 |
| Ben J Altheimer Charitable Foundation | 501(c)(3) | Little Rock, AR | $199,607 |
| Oneida Savings Bank Charitable Foundation | 501(c)(3) | Oneida, NY | $159,808 |
| Hildegarde D Becher Foundation | 501(c)(3) | Boynton Beach, FL | $256,059 |
| The Dreamville Foundation | 501(c)(3) | Los Angeles, CA | $115,118 |
| Eleanor and Raymond Bradley Foundation | 501(c)(3) | West Hartford, CT | $290,936 |
| Julius and Ray Charlestein Foundation | 501(c)(3) | Plymouth Meeting, PA | $185,729 |
| George E Stifel Scholarship Fund | 501(c)(3) | Wheeling, WV | $168,700 |
Data update history
May 19, 2024
Posted financials
Added Form 990PF for fiscal year 2023
July 10, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 13, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 31, 2021
Posted financials
Added Form 990PF for fiscal year 2020
September 27, 2021
Updated personnel
Identified 2 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
- Address
- C/O Fiduciary SVCS PO Box 13688
- Savannah, GA 31416
- Metro area
- Savannah, GA
- County
- Chatham County, GA
IRS details
- EIN
- 58-6387923
- Fiscal year end
- December
- Taxreturn type
- Form 990-PF
- Year formed
- 1999
- Eligible to receive tax-deductible contributions (Pub 78)
- Yes
Categorization
- NTEE code, primary
- T21: Corporate foundations
- NAICS code, primary
- 813211: Grantmaking Foundations
- Parent/child status
- Independent
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