Cause IQ organization profile

Walter LJ Davies SCH Trust

Form 990s | Financials | Vendors | Peers

Walter LJ Davies SCH Trust is a private foundation based in Milwaukee, WI that was founded in 1984. As of 2019 they had $51,845 in revenue and $850,383 in assets.

Previous legal names or variations of their name include: Walter Lj Davies Sch Tr 97312690; and Walter L J Davies Memorial Scholarship Fund.

EIN:

93-6163624

City:

Milwaukee

State:

Wisconsin

Founded:

1984

Type:

501(c)(3)

NTEE:

T20: Private foundations

Revenue:

$51,845

Assets:

$850,383

Fiscal year end:

June

Revenue trends:

Asset trends:

Form 990s for Walter LJ Davies SCH Trust

Fiscal year ending	Date received by IRS	Form	PDF link
2019-06	Jan 23, 2020	990PF	View PDF
2018-06	Dec 22, 2018	990PF	View PDF
2017-06	Dec 28, 2017	990PF	View PDF
2016-06	Mar 29, 2017	990PF	View PDF
2015-06	Feb 8, 2016	990PF	View PDF
...and three more Form 990 PDFs

Financials for Walter LJ Davies SCH Trust

Field	2019	2018	% Change
Total grants, contributions, etc.	$0	$0
Investment income and dividends	$22,901	$22,015	4.0%
Net rental income	$0	$0
Net gain from sale of non-inventory assets	$25,853	$40,736	-36.5%
Gross sales of inventory	$0	$0
Miscellaneous revenues	$3,091	$893	246.1%
Total revenues	$51,845	$63,644	-18.5%

Field	2019	2018	% Change
Compensation of current officers, etc.	$14,934	$15,667	-4.7%
Non-officer salaries and wages	$0	$0
Pension/retirement accruals and contributions	$0	$0
Legal fees	$0	$0
Accounting fees	$1,500	$1,500
Other fee-for-service	$0	$0
Interest	$0	$0
Depreciation, amortization, etc.	$0	$0
Occupancy	$0	$0
Travel	$0	$0
Office expenses
Grants to all govts., orgs., and individuals	$39,308	$36,735	7.0%
All other expenses	$7,264	$5,176	40.3%
Total expenses	$63,006	$59,078	6.6%

Field	2019	2018	% Change
Cash (non-interest-bearing)	$47,056	$51,360	-8.4%
Savings, short-term investments, etc.	$5,734	$2,255	154.3%
Accounts receivable	$0	$0
Pledges and grants receivable	$0	$0
Loans receivable from officers, directors, etc.	$0	$0
Notes and loans receivable	$0	$0
Inventories for use	$0	$0
Prepaid expenses and deferred charges	$0	$0
Investments in government obligations	$0	$0
Investments in corporate stock	$485,848	$487,955	-0.4%
Investments in corporate bonds	$292,489	$319,975	-8.6%
Investments in land, buildings, and equipment	$0	$0
Investments in mortgage loans	$0	$0
Other types of investments	$19,256	$0	999%
Buildings, equipment, etc. post-depreciation	$0	$0
Other assets	$0	$0
Total assets	$850,383	$861,545	-1.3%

Field	2019	2018
Accounts payable and accrued expenses	$0	$0
Grants payable	$0	$0
Deferred revenue	$0	$0
Loans payable to officers and disqualified persons	$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0
Other liabilities	$0	$0
Total liabilities	$0	$0

Field	2019	2018
Unrestricted net assets	$0	$0
Temporarily restricted net assets	$0	$0
Permanently restricted net assets	$0	$0

Vendors for Walter LJ Davies SCH Trust

Vendor	Services	Amount paid	Date
Pricewaterhousecoopers LLP	Tax accounting		2019-10-23

Peer private foundations

	Name	Type	Revenue	Location
1	Robert W and Caroline A Fernstrum Scholarship Foundation	501(c)(3)	$32,133	Marinette, WI
2	First Luth Church-Bottineau Foundation 60031540	501(c)(3)	$20,541	Milwaukee, WI
3	A K Stephenson Foundation Charitable Trust Agy	501(c)(3)	$108,278	Milwaukee, WI
4	Florence Trow Trust 020203	501(c)(3)	$26,724	Beloit, WI
5	Franks Foundation Fund	501(c)(3)	$24,819	Milwaukee, WI
6	Myrta E Otterdale Memorial Scholarship Fund	501(c)(3)	$69,550	Milwaukee, WI
7	J B Steinbach SCH Fund	501(c)(3)	$85,510	Milwaukee, WI
8	J R and E Morgan Dec'd Fbo Uoms	501(c)(3)	$246,544	Milwaukee, WI
9	Foster James TR for Sluh	501(c)(3)	$114,830	Milwaukee, WI
10	Jane Buttrey Memorial Trust	501(c)(3)	$70,334	Milwaukee, WI
11	Terrell Otis D and Emma A Endowment	501(c)(3)	$18,912	Milwaukee, WI
12	John Junell Trust Uw	501(c)(3)	$95,883	Milwaukee, WI
13	Joann Hamilton Memorial Fund	501(c)(3)	$93,479	Milwaukee, WI
14	Myron Frutiger Trust	501(c)(3)	$148,106	Milwaukee, WI
15	Lord Educational Fund	501(c)(3)	$246,701	Milwaukee, WI
16	Hiatt Charitable Trust	501(c)(3)	$40,557	Milwaukee, WI
17	Ward Scholarship Fund	501(c)(3)	$15,567	Green Bay, WI
18	Marguerite V Brown	501(c)(3)	$59,161	Milwaukee, WI
19	Savier Washburn Memorial Fund	501(c)(3)	$27,317	Milwaukee, WI
20	O G Duncan Charit Rem Unitrust	501(c)(3)	$46,074	Milwaukee, WI
21	Tucker-Maxon Oral SCH R-Tucker Fund	501(c)(3)	$37,613	Milwaukee, WI
22	Harry Steenbock Test TR S3 A7	501(c)(3)	$13,520	Milwaukee, WI
23	Bob and Evelyn Veach Found	501(c)(3)	$41,116	Milwaukee, WI
24	Preisler Elma Trust for Peace Haven	501(c)(3)	$46,362	Milwaukee, WI
25	Hiram V Rice Foundation Us Bank	501(c)(3)	$32,181	Milwaukee, WI

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Cause IQ organization profile

Walter LJ Davies SCH Trust

Form 990s for Walter LJ Davies SCH Trust

Financials for Walter LJ Davies SCH Trust

Vendors for Walter LJ Davies SCH Trust

Peer private foundations

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