Carolyn J Davis Charitable Trust
Carolyn J Davis Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTLAKE VILLAGE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 1 grants totaling $26K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
+38.5% YoY
Annual Giving
$26K
+22.4% YoY
Grant Count
1
-83.3% YoY
Avg Grant Size
$26K
+634.3% YoY
Under IRS private-foundation payout rules, Carolyn J Davis Charitable Trust reported a distributable amount of $58K for 2024 — the minimum it must pay out in qualifying distributions.
About Carolyn J Davis Charitable Trust
Based on IRS filings
Carolyn J Davis Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTLAKE VILLAGE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 1 grants totaling $26K.
Focus Areas
Ready to take the next step with Carolyn J Davis Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,345,999 | $971,733 | $618,373 |
| Revenue | $810,659 | $788,426 | $750,387 |
| Expenses | $436,393 | $435,066 | $435,786 |
| Qualifying Distributions | $25,700 | $21,000 | $21,743 |
| Net Investment Income | — | — | — |
| Distributable Amount | $58,158 | $39,166 | $25,830 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
43 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Wildcat Sanctuary ($25,700).
| Recipient | Purpose | Amount |
|---|---|---|
| THE WILDCAT SANCTUARY SANDSTONE, MN | DONATION | $25,700 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CAROLYN J DAVIS | TRUSTEE | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Carolyn J Davis Charitable Trust?
Carolyn J Davis Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WESTLAKE VILLAGE, CA. It holds $1.3M in total assets as of 2024.
How large is Carolyn J Davis Charitable Trust?
As of 2024, Carolyn J Davis Charitable Trust holds $1.3M in total assets with $811K in annual revenue. It awarded 1 grants totaling $26K in 2024.
Where does Carolyn J Davis Charitable Trust operate?
Carolyn J Davis Charitable Trust has awarded grants in Arkansas, Arizona, California, District of Columbia, Florida, Massachusetts, Maryland, Minnesota, New York, Oregon, Tennessee, Texas, Utah, Virginia.
What size grants does Carolyn J Davis Charitable Trust award?
In 2024, Carolyn J Davis Charitable Trust awarded 1 grants totaling $26K — an average of about $26K per grant, based on its IRS Form 990 filings.
How much is Carolyn J Davis Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Carolyn J Davis Charitable Trust reported a distributable amount of $58K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Carolyn J Davis Charitable Trust's EIN?
Carolyn J Davis Charitable Trust's EIN (Employer Identification Number) is 84-1824000. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Carolyn J Davis Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Jpmorgan Chase Foundation
NEW YORK, NY
Assets
$1.2B
Grants
10,334
Total Given
$202.5M
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Verizon Foundation
BASKING RIDGE, NJ
Assets
$23.8M
Grants
5,464
Total Given
$7.0M
The Cigna Group Foundation
PHILADELPHIA, PA
Assets
$127.2M
Grants
4,075
Total Given
$14.1M
Network for Good
WASHINGTON, DC
Assets
$96.2M
Grants
4,733
Total Given
$216.2M
Impactassetsinc
BETHESDA, MD
Assets
$3.0B
Grants
2,733
Total Given
$580.1M
American Express Foundation
NEW YORK, NY
Assets
$48.9M
Grants
1,495
Total Given
$23.2M
Texas Instruments Foundation
DALLAS, TX
Assets
$73.0M
Grants
4,484
Total Given
$22.6M
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
More Funders in California
Data last updated April 2026. Sourced from IRS Form 990-PF filings.