Carleton F and Ruth T Davidson Trust

Private foundation · Grantmaker Springfield, OH EIN: 31-6328010

The Carleton F and Ruth T Davidson Trust is a private foundation based in Springfield, Ohio. In 2024, it reported 21 grants totaling $328,000, with all grant dollars going to recipients in Ohio.

Key facts about Carleton F and Ruth T Davidson Trust

In short: Carleton F and Ruth T Davidson Trust gave $328K across 21 grants in 2024 (avg $16K), mostly in Ohio. 38% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
31-6328010
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$328,000
Grants made (2024)
21
Average grant
$15,619
Median grant
$15,000
New grantees (estimate)
38% first-time grantees (8 of 21, 2024)
Total assets
$9,176,519
Primary geography
Ohio (100% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$9.2M

+4.2% YoY

Annual Giving

$328K

-8.3% YoY

Grant Count

21

+5.0% YoY

Avg Grant Size

$16K

-12.6% YoY

Under IRS private-foundation payout rules, Carleton F and Ruth T Davidson Trust reported a distributable amount of $438K for 2024 — the minimum it must pay out in qualifying distributions.

Is Carleton F and Ruth T Davidson Trust open to new grantees?

38%

first-time grantees, 2024

In 2024, 8 of 21 grantees (38%) were first-time recipients. First grants averaged $15K; repeat grants $16K. How we count

Medians: $15K first-time, $10K repeat.

  • 33% of 2024 grantees were also funded in 2023. Method
  • Giving fell 22% from 2021 to 2024. Method
  • In 2024 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The trust’s filings do not state a more specific mission or set of focus areas. Its 2024 grants included support for organizations with varied purposes. For example, the Clark County Literacy Coalition describes its mission as increasing literacy levels in Clark and surrounding counties. Hope Ministries describes its mission as reconciling people to God and empowering people through biblical principles and values.

Grantmaking

In 2024, the trust reported 21 grants totaling $328,000. Grant amounts ranged from $5,000 to $50,000, with a median of $15,000. Notable grants included $50,000 to Community Improvement Corporation, $25,000 each to Springfield Youth Mission, United Senior Services, and The Westcott House, and $20,000 to Springfield Promise Neighborhood.

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Geographic Focus

Where this funder awards grants

All grant dollars reported for 2024 went to recipients in Ohio. The listed 2024 recipients include multiple organizations based in Springfield.

Grant Distribution by State

1state

Share of 2024 grant dollars across all 21 itemized grants.

States

Cities

SpringfieldSpringfiedS CharlestonEnonSpringboro

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K12 grants2020 28 grants2021 17 grants2022 20 grants2023 21 grants2024

From 2020 to 2024, annual grant giving ranged from $317K (2022) to $420K (2021). In 2024 it made 21 grants totaling $328K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Community Improvement Corporation: $50KCommunity ImprovementCorporation$50KSpringfield Youth Mission: $25KSpringfield Youth Mission$25KUnited Senior Services: $25KUnited Senior Services$25KThe Westcott House: $25KThe Westcott House$25KSpringfield Promise Neighborhood: $20KSpringfield PromiseNeighborhood$20KClark Shawnee: $18KClark Shawnee$18KHope Ministries: $15KHope Ministries$15KSpringfield Citizen Police Academy Alumn: $15KSpringfield Citizen PoliceAcademy Alumn$15KThe Nehemiah Foundation: $15KThe Nehemiah Foundation$15KHartman Rock Garden: $15KHartman Rock Garden$15K

The largest 2024 recipient was Community Improvement Corporation ($50K). Together the top 10 received $223K.

Grant Size Distribution

98 grants across all recorded years

92<$50K5$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 92 grants of 98 (94%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Community Improvement Corporation Springfield, OHFurther Exempt Purpose of the Organization$50,000
Springfield Youth Mission Springfield, OHFurther Exempt Purpose of the Organization$25,000
United Senior Services Springfield, OHFurther Exempt Purpose of the Organization$25,000
The Westcott House Springfied, OHFurther Exempt Purpose of the Organization$25,000
Springfield Promise Neighborhood Springfied, OHFurther Exempt Purpose of the Organization$20,000
Clark Shawnee Springfield, OHFurther Exempt Purpose of the Organization$18,000
Hope Ministries Springfield, OHFurther Exempt Purpose of the Organization$15,000
Springfield Citizen Police Academy Alumn Springfield, OHFurther Exempt Purpose of the Organization$15,000
The Nehemiah Foundation Springfield, OHFurther Exempt Purpose of the Organization$15,000
Hartman Rock Garden Springfield, OHFurther Exempt Purpose of the Organization$15,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $9,176,519 $366,113 $495,014 $328,000
2023 $8,805,123 $401,790 $544,091 $357,500
2022 $8,367,998 $733,485 $525,421 $317,450
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$9,176,519$8,805,123$8,367,998
Revenue$366,113$401,790$733,485
Expenses$495,014$544,091$525,421
Qualifying Distributions$396,849$420,593$410,806
Net Investment Income$366,088$374,889$723,614
Distributable Amount$437,709$417,677$431,152

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Steven M Stuckey, Ronny E Shumaker, and Robert N Lancaster Jr as trustees.

Carleton F and Ruth T Davidson Trust's 2024 filing lists 3 officers; all 3 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Steven M. Stuckey

    Trustee

    On filings since 2020

    10 hrs/week

    $9K (2020) → $30K (2024)

  • Robert N. Lancaster Jr.

    Trustee

    On filings since 2021

    10 hrs/week

    $19K (2021) → $30K (2024)

  • Ronny E. Shumaker

    Trustee

    On filings since 2021

    10 hrs/week

    $15K (2021) → $30K (2024)

Former officers (2)
  • Former: Douglas Rice (2020) — Trustee
  • Former: Norma Dillon (2020) — Trustee

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Steven M Stuckey — Trustee: $30KSteven M StuckeyTrustee$30KRonny E Shumaker — Trustee: $30KRonny E ShumakerTrustee$30KRobert N Lancaster Jr — Trustee: $30KRobert N Lancaster JrTrustee$30K

The highest reported compensation on the 2024 filing was $30K, to Steven M Stuckey (Trustee). 3 officers or directors reported compensation on that filing.

Contact

Mailing address: 49 E College Ave 100, Springfield, OH 45504
Phone: (937) 629-0890

Frequently asked questions about Carleton F and Ruth T Davidson Trust

How much does Carleton F and Ruth T Davidson Trust give each year?

Carleton F and Ruth T Davidson Trust gave $328K across 21 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $358K across 20 grants.

What is Carleton F and Ruth T Davidson Trust's typical grant size?

Carleton F and Ruth T Davidson Trust's median grant in 2024 was $15,000, and its average grant was $15,619, across 21 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Carleton F and Ruth T Davidson Trust that year got $15K on average.

Where does Carleton F and Ruth T Davidson Trust give grants?

Carleton F and Ruth T Davidson Trust gives mostly in Ohio: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Springfield, OH (17 grants) and Springfied, OH (3 grants).

Who are Carleton F and Ruth T Davidson Trust's largest grantees?

Carleton F and Ruth T Davidson Trust's largest 2024 grantees include Community Improvement Corporation ($50,000), Springfield Youth Mission ($25,000) and United Senior Services ($25,000), according to its 2024 IRS Form 990-PF. Together they received 30% of its itemized 2024 grant dollars.

How large is Carleton F and Ruth T Davidson Trust?

Carleton F and Ruth T Davidson Trust reported $9.2M in total assets on its 2024 IRS Form 990-PF. It paid out $397K in qualifying distributions that year, against a required minimum of $438K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Carleton F and Ruth T Davidson Trust fund?

The trust’s filings do not state a more specific mission or set of focus areas. Its 2024 grants included support for organizations with varied purposes. For example, the Clark County Literacy Coalition describes its mission as increasing literacy levels in Clark and surrounding counties. See mission & focus areas ↑

How do I apply for a grant from Carleton F and Ruth T Davidson Trust?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Carleton F and Ruth T Davidson Trust's EIN?

Carleton F and Ruth T Davidson Trust's EIN (Employer Identification Number) is 31-6328010. IRS Form 990 filing data is available on this page for 2020–2024.

Does Carleton F and Ruth T Davidson Trust accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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