UW JAMES L DAVIS-PERPETUAL CHAR TR A

EIN: 516502626 501(c)(3) Philanthropy & Grantmaking

WILMINGTON, DE

Total Revenue
$76,665
Total Expenses
$33,088
Total Assets
$522,857
Net Assets
$522,857
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
DE
Principal Officer
SAME AS BOX C ABOVE
Phone
2393975002
Tax Period
2025-01-01 to 2025-12-31

UW JAMES L DAVIS-PERPETUAL CHAR TR A, founded in 1995, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $77K in total revenue in fiscal year 2025. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 57% operating margin.

Mission

The organizations mission is to advance charitable objectives through distributions to other qualified charitable organizations that align with its philanthropic goals.

Program Service Accomplishments

Program 1
Expenses: $3,771

SUPPORT FOR THE CARLISLE FIRE CO

Program 2
Expenses: $3,771

SUPPORT FOR THE BAYHEALTH MEDICAL CENTER, INC

Program 3
Expenses: $3,771

SUPPORT FOR THE MILFORD HS ALUMNI ASSOCIATION

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $76,665
Other Revenue $0
TOTAL REVENUE $76,665

Expense Breakdown

Grants Paid $19,256
Salaries & Benefits $11,176
Fundraising Expenses $0
Program Expenses $19,256
Other Expenses $2,656
TOTAL EXPENSES $33,088

Year-over-Year Comparison

2025 2024 Change
Revenue $76,665 $59,234 +0.3%
Expenses $33,088 $30,651 +0.1%
Net Income $43,577 $28,583 +0.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.0
$11,176 $0 $11,176
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $76,665 $33,088 $522,857 $43,577
2024 No data No data No data No data
2023 $23,963 $23,257 $450,843 $706
2022 $15,487 $39,449 $449,617 $-23,962
2021 $42,907 $34,633 $472,031 $8,274
2020 $50,478 $24,119 $467,541 $26,359
2019 $33,664 $58,780 $442,275 $-25,116
2018 $31,752 $24,359 $469,015 $7,393
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