Carleton F and Ruth T Davidson Trust
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.
Carleton F and Ruth T Davidson Trust at a glance
In short: Carleton F and Ruth T Davidson Trust gave $328K across 21 grants in 2024 (avg $16K), mostly in Ohio. 29% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $328,000
- -8.3% vs 2023
- Grants made (2024)
- 21
- +5.0% vs 2023
- Average grant
- $15,619
- -12.6% vs 2023
- Median grant
- $15,000
- Total assets
- $9,176,519
- +4.2% vs 2023
- New grantees (estimate)
- 29% first-time grantees (6 of 21, 2024; small sample)
- Primary geography
- Ohio (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Carleton F and Ruth T Davidson Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 49 E College Ave 100, Springfield, OH 45504
Phone: (937) 629-0890
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Carleton F and Ruth T Davidson Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Community Improvement Corporation ($50K). Together the top 10 received $223K.
Grant Size Distribution
98 grants across all recorded years
The most common grant size was under $50K: 92 grants of 98 (94%).
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
Share of 2024 grant dollars across all 21 itemized grants.
States
Cities
Is Carleton F and Ruth T Davidson Trust open to new grantees?
29%
first-time grantees, 2024
In 2024, 6 of 21 grantees (29%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $16K; repeat grants $16K. How we count
Medians: $15K first-time, $10K repeat.
- 38% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $317K (2022) to $420K (2021). In 2024 it made 21 grants totaling $328K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Community Improvement Corporation Springfield, OH | Further Exempt Purpose of the Organization | $50,000 |
| Springfield Youth Mission Springfield, OH | Further Exempt Purpose of the Organization | $25,000 |
| United Senior Services Springfield, OH | Further Exempt Purpose of the Organization | $25,000 |
| The Westcott House Springfied, OH | Further Exempt Purpose of the Organization | $25,000 |
| Springfield Promise Neighborhood Springfied, OH | Further Exempt Purpose of the Organization | $20,000 |
| Clark Shawnee Springfield, OH | Further Exempt Purpose of the Organization | $18,000 |
| Hope Ministries Springfield, OH | Further Exempt Purpose of the Organization | $15,000 |
| Springfield Citizen Police Academy Alumn Springfield, OH | Further Exempt Purpose of the Organization | $15,000 |
| The Nehemiah Foundation Springfield, OH | Further Exempt Purpose of the Organization | $15,000 |
| Hartman Rock Garden Springfield, OH | Further Exempt Purpose of the Organization | $15,000 |
Ready to take the next step with Carleton F and Ruth T Davidson Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $9,176,519 | $366,113 | $495,014 | $328,000 | 21 | $396,849 | $366,088 | $437,709 |
| 2023 | $8,805,123 | $401,790 | $544,091 | $357,500 | 20 | $420,593 | $374,889 | $417,677 |
| 2022 | $8,367,998 | $733,485 | $525,421 | $317,450 | 17 | $410,806 | $723,614 | $431,152 |
| 2021 | $9,051,760 | $520,324 | $584,782 | $420,000 | 28 | $540,009 | $478,326 | $450,725 |
| 2020 | $8,050,968 | $426,844 | $476,237 | $335,000 | 12 | — | $369,774 | $408,423 |
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.
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.
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
The highest reported compensation on the 2024 filing was $30K, to Steven M Stuckey (Trustee). 3 officers or directors reported compensation on that filing.
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 $16K 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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Carleton F and Ruth T Davidson Trust funder profile. GrantGraph. Retrieved October 22, 2026, from https://grantable.co/funders/carleton-f-and-ruth-t-davidson-trust-morg_086bb59277a64bcc84c245295ed38df3
BibTeX
@misc{grantable_316328010_2026,
author = {{Grantable}},
title = {{Carleton F and Ruth T Davidson Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/carleton-f-and-ruth-t-davidson-trust-morg_086bb59277a64bcc84c245295ed38df3},
note = {Accessed 2026-10-22. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Carleton F and Ruth T Davidson Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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