Carleton F and Ruth T Davidson Trust
The Carleton F and Ruth T Davidson Trust is a private foundation established in 1987 and based in Springfield, Ohio. The trust operates as a family foundation with a focus on furthering exempt purposes through charitable grantmaking.
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.
Mission & Focus Areas
The trust's primary purpose is to further the exempt purpose of the organization through grantmaking. The foundation focuses on:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
The trust primarily funds organizations in Ohio.
Grantmaking
Ready to take the next step with Carleton F and Ruth T Davidson Trust?
Geographic Focus
Where this funder awards grants
The trust primarily funds organizations in Ohio, with a particular emphasis on the Springfield area.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total assets: $9,176,519
- Total revenues: $366,113
- Total expenses: $495,014
- Total liabilities: $0
As of 2023:
- Total assets: $8,810,000
- Total revenues: $402,000
- Total expenses: $544,000
The foundation has no employees and operates as a private foundation.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
98 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Community Improvement Corporation ($50,000), Springfield Youth Mission ($25,000), United Senior Services ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CLARK COUNTY LITERACY COALITION SPRINGFIELD, OH | FURTHER EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| CLARK SHAWNEE SPRINGFIELD, OH | FURTHER EXEMPT PURPOSE OF THE ORGANIZATION | $18,000 |
| COMMUNITY IMPROVEMENT CORPORATION SPRINGFIELD, OH | FURTHER EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 |
| HOPE MINISTRIES SPRINGFIELD, OH | FURTHER EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 |
| JUNIOR ACHIEVEMENT SPRINGFIELD, OH | FURTHER EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| ON THE RISE SPRINGFIELD, OH | FURTHER EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| PREGNANCY RESOURCE CENTER OF CLARK CO SPRINGFIELD, OH | FURTHER EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| SPRINGFIELD CITIZEN POLICE ACADEMY ALUMN SPRINGFIELD, OH | FURTHER EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 |
| SPRINGFIELD YOUTH MISSION SPRINGFIELD, OH | FURTHER EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 |
| THE GATHERING OF GREATER MIAMI VALLEY SPRINGFIELD, OH | FURTHER EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEVEN M STUCKEY | TRUSTEE | 10 | $30,000 |
| RONNY E SHUMAKER | TRUSTEE | 10 | $30,000 |
| ROBERT N LANCASTER JR | TRUSTEE | 10 | $30,000 |
Frequently Asked Questions
What does Carleton F and Ruth T Davidson Trust fund?
The trust's primary purpose is to further the exempt purpose of the organization through grantmaking. The foundation focuses on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services The trust primarily funds organizations in Ohio.
How do I apply for a grant from Carleton F and Ruth T Davidson Trust?
**Grant Activity:** • Total giving: $328,000 (2024) • Number of grants: 12 grants made in 2024 • Typical award range: $5,000–$75,000 **Recent Grantees (2024):** • Community Improvement Corporation of Springfield-Clark County: $50,000 • United Senior Services: $25,000 • Springfield City Youth Mission: $25,000 • Springfield Museum of Art (mentioned as grantee)
Where does Carleton F and Ruth T Davidson Trust make grants?
The trust primarily funds organizations in Ohio, with a particular emphasis on the Springfield area.
What size grants does Carleton F and Ruth T Davidson Trust award?
In 2024, Carleton F and Ruth T Davidson Trust awarded 21 grants totaling $328K — an average of about $16K per grant, based on its IRS Form 990 filings.
How much is Carleton F and Ruth T Davidson Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Carleton F and Ruth T Davidson Trust reported a distributable amount of $438K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Carleton F and Ruth T Davidson Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.