Daisy Davies Educational Foundation FBO Friendship Class PTREE

Private foundation · Grantmaker Woodstock, GA EIN: 58-6030091

Daisy Davies Educational Foundation FBO Friendship Class PTREE is a private foundation, based in Woodstock, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $541K in total assets. In 2024, it awarded 4 grants totaling $19K. Net investment income was $81K.

Daisy Davies Educational Foundation FBO Friendship Class PTREE at a glance

In short: Daisy Davies Educational Foundation FBO Friendship Class PTREE gave $19K across 4 grants in 2024 (avg $5K), mostly in Alabama. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$18,500
+114.5% vs 2023
Grants made (2024)
4
+100.0% vs 2023
Average grant
$4,625
+7.2% vs 2023
Median grant
$5,000
Total assets
$541,208
+15.0% vs 2023
Primary geography
Alabama (86% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026.

Who Daisy Davies Educational Foundation FBO Friendship Class PTREE funds

How this funder distributes its grants

Grant Size Distribution

16 grants across all recorded years

16<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 16 grants of 16 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2024 grant dollars across all 4 itemized grants.

Cities

AtlantaBirminghamDecaturDurhamPanama CitySpringfield

How Daisy Davies Educational Foundation FBO Friendship Class PTREE gives

  • Giving held roughly steady from 2021 to 2024 (−17%). Method
  • In 2024 it paid out 69% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K4 grants2020 4 grants2021 2 grants2022 2 grants2023 4 grants2024

From 2020 to 2024, annual grant giving ranged from $9K (2023) to $22K (2021). In 2024 it made 4 grants totaling $19K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
4 individual scholarships Recipients not named —$18,500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$541,208$101,659$31,218$18,5004$18,500$80,941$26,824
2023$470,767$3,156$16,458$8,6252$8,625$4,776$25,305
2022$484,069$101,480$15,766$12,0002$12,000$38,369$24,591
2021$398,355$27,942$24,484$22,2004$22,200$21,958$24,822
2020$394,897$15,410$22,417$19,0004—$5,568$23,002

Under IRS private-foundation payout rules, Daisy Davies Educational Foundation FBO Friendship Class PTREE reported a distributable amount of $27K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Daisy Davies Educational Foundation FBO Friendship Class PTREE is led by Lindley M. Small, Chairman on every filing since 2020; none of the 5 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Lindley M. Small

    Chairman

    On filings since 2020

    No compensation reported

  • Sara M. Worden

    Trustee

    On filings since 2020

    No compensation reported

  • Kimberly Thiessen

    Trustee

    On filings since 2023

    No compensation reported

  • David R. Thomas

    Treasurer

    On filings since 2020

    No compensation reported

  • Eve P. Respess

    Secretary

    On filings since 2020

    No compensation reported

Former officers (2)
  • Former: Ruth Wright (2021–2022) — Trustee
  • Former: Cecil Morrison (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.

Frequently asked questions about Daisy Davies Educational Foundation FBO Friendship Class PTREE

How much does Daisy Davies Educational Foundation FBO Friendship Class PTREE give each year?

Daisy Davies Educational Foundation FBO Friendship Class PTREE gave $19K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $9K across 2 grants.

What is Daisy Davies Educational Foundation FBO Friendship Class PTREE's typical grant size?

Daisy Davies Educational Foundation FBO Friendship Class PTREE's median grant in 2024 was $5,000, and its average grant was $4,625, across 4 grants on its 2024 IRS Form 990-PF.

Where does Daisy Davies Educational Foundation FBO Friendship Class PTREE give grants?

Daisy Davies Educational Foundation FBO Friendship Class PTREE gives mostly in Alabama: 86% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Missouri (11%).

Does Daisy Davies Educational Foundation FBO Friendship Class PTREE give general operating support?

Not in 2024: none of the 4 grants with a stated purpose on Daisy Davies Educational Foundation FBO Friendship Class PTREE's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Educational Scholarship" (4 grants).

How large is Daisy Davies Educational Foundation FBO Friendship Class PTREE?

Daisy Davies Educational Foundation FBO Friendship Class PTREE reported $541K in total assets on its 2024 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $27K (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 is Daisy Davies Educational Foundation FBO Friendship Class PTREE's EIN?

Daisy Davies Educational Foundation FBO Friendship Class PTREE's EIN (Employer Identification Number) is 58-6030091. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

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

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Daisy Davies Educational Foundation FBO Friendship Class PTREE'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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