Charles & Melissa Davis Charitable

HOUSTON, TX EIN: 76-0538400

Charles & Melissa Davis Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. IRS filing data is available for 2020. In 2020, it awarded 3 grants totaling $10.1M. Net investment income was $218K.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$10.1M

Grant Count

Avg Grant Size

$3.4M

Under IRS private-foundation payout rules, Charles & Melissa Davis Charitable reported a distributable amount of $390K for 2020 — the minimum it must pay out in qualifying distributions.

About Charles & Melissa Davis Charitable

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $10.0M (100%)

California $25K (0%)

States

California Texas

Cities

HoustonLa Jolla

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2020
Total Assets	—
Revenue	$-26,009
Expenses	$10,127,536
Qualifying Distributions	—
Net Investment Income	$218,314
Distributable Amount	$389,929

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2020

Grant Size Distribution

3 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2020 grants, the largest include Mod 36 - Donor Advised Fund Held at Morgan Stanley ($10,032,288), Scripps Health Foundation ($25,000), Goodwill Industries ($10,000).

Recipient	Purpose	Amount
SCRIPPS HEALTH FOUNDATION LA JOLLA, CA	SUPPORT FOR GENERAL FUND.	$25,000
GOODWILL INDUSTRIES HOUSTON, TX	SUPPORT OF PROGRAMS TO HELP EDUCATE, TRAIN, AND HIRE INDIVIDUALS WITH BARRIERS TO EMPLOYMENT TO HELP THEM THRIVE.	$10,000
MOD 36 - DONOR ADVISED FUND HELD AT MORGAN STANLEY HOUSTON, TX	FUNDING OF A DONOR ADVISED FUND TO BENEFIT PUBLIC CHARITIES.	$10,032,288

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

Name	Title	Hours	Compensation
MELISSA DAVIS	TRUSTEE	2	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Charles & Melissa Davis Charitable?

Charles & Melissa Davis Charitable is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. It holds — in total assets as of 2020.

Where does Charles & Melissa Davis Charitable operate?

Charles & Melissa Davis Charitable has awarded grants in California, Texas.

What size grants does Charles & Melissa Davis Charitable award?

In 2020, Charles & Melissa Davis Charitable awarded 3 grants totaling $10.1M — an average of about $3.4M per grant, based on its IRS Form 990 filings.

How much is Charles & Melissa Davis Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, Charles & Melissa Davis Charitable reported a distributable amount of $390K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.