Dale & Christy Davidson Memorial Tr XXXXX3001
Dale & Christy Davidson Memorial Tr XXXXX3001 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 2 grants totaling $76K. Net investment income was $127K.
Dale & Christy Davidson Memorial Tr XXXXX3001 at a glance
In short: Dale & Christy Davidson Memorial Tr XXXXX3001 gave $76K across 2 grants in 2025 (avg $38K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $76,296
- +14.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $38,148
- +14.0% vs 2024
- Median grant
- $38,148
- Total assets
- $1,296,955
- +3.2% vs 2024
- Primary geography
- Minnesota (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Dale & Christy Davidson Memorial Tr XXXXX3001 funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Mayo Foundation ($38K). Together the top 2 received $76K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 8 grants of 10 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Dale & Christy Davidson Memorial Tr XXXXX3001 gives
- Giving fell 42% from 2022 to 2025. Method
- In 2025 it paid out 94% 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
From 2020 to 2025, annual grant giving ranged from $57K (2021) to $131K (2022). In 2025 it made 2 grants totaling $76K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mayo Foundation Rochester, MN | General | $38,148 |
| Indianapolis Museum of Art Indianapolis, IN | General | $38,148 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,296,955 | $144,409 | $103,998 | $76,296 | 2 | $86,702 | $127,178 | $91,928 |
| 2024 | $1,256,536 | $109,781 | $94,179 | $66,908 | 2 | $76,553 | $88,305 | $85,941 |
| 2023 | $1,240,934 | $82,828 | $95,510 | $69,892 | 2 | $78,351 | $60,632 | $132,397 |
| 2022 | $1,196,585 | $78,333 | $157,756 | $131,230 | 2 | $140,172 | $54,434 | $78,834 |
| 2021 | $1,276,011 | $152,427 | $84,693 | $57,032 | 2 | — | $134,363 | $83,690 |
| 2020 | $1,208,283 | $116,595 | $97,498 | $61,322 | 2 | — | $86,862 | $71,016 |
Under IRS private-foundation payout rules, Dale & Christy Davidson Memorial Tr XXXXX3001 reported a distributable amount of $92K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Dale & Christy Davidson Memorial Tr XXXXX3001's only listed officer is JP Morgan Chase Bank NA, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2020
2 hrs/week
$23K (2020) → $26K (2025)
Former officers (1)
- Former: JP Morgan Chase Bank N A (2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $26K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Dale & Christy Davidson Memorial Tr XXXXX3001
How much does Dale & Christy Davidson Memorial Tr XXXXX3001 give each year?
Dale & Christy Davidson Memorial Tr XXXXX3001 gave $76K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $67K across 2 grants.
How large is Dale & Christy Davidson Memorial Tr XXXXX3001?
Dale & Christy Davidson Memorial Tr XXXXX3001 reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $87K in qualifying distributions that year, against a required minimum of $92K (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.
Where does Dale & Christy Davidson Memorial Tr XXXXX3001 operate?
Dale & Christy Davidson Memorial Tr XXXXX3001 has awarded grants in Indiana, Minnesota.
What is Dale & Christy Davidson Memorial Tr XXXXX3001's EIN?
Dale & Christy Davidson Memorial Tr XXXXX3001's EIN (Employer Identification Number) is 20-6517174. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 3, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 6, 2026)
- IRS filings on file for fiscal years 2020–2025
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