Dale & Christy Davidson Memorial Tr Xxxxx3001

CHICAGO, IL EIN: 20-6517174

Dale & Christy Davidson Memorial Tr Xxxxx3001 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 2 grants totaling $67K. Net investment income was $88K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

+1.3% YoY

Annual Giving

$67K

-4.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$33K

-4.3% YoY

Under IRS private-foundation payout rules, Dale & Christy Davidson Memorial Tr Xxxxx3001 reported a distributable amount of $86K for 2024 — the minimum it must pay out in qualifying distributions.

About Dale & Christy Davidson Memorial Tr Xxxxx3001

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $193K (50%)

Minnesota $193K (50%)

States

Indiana Minnesota

Cities

IndianapolisRochester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,256,536	$1,240,934	$1,196,585
Revenue	$109,781	$82,828	$78,333
Expenses	$94,179	$95,510	$157,756
Qualifying Distributions	$76,553	$78,351	$140,172
Net Investment Income	$88,305	$60,632	$54,434
Distributable Amount	$85,941	$132,397	$78,834

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Mayo Foundation ($33,454), Indianapolis Museum of Art ($33,454).

Recipient	Purpose	Amount
MAYO FOUNDATION ROCHESTER, MN	GENERAL	$33,454
INDIANAPOLIS MUSEUM OF ART INDIANAPOLIS, IN	GENERAL	$33,454

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Dale & Christy Davidson Memorial Tr Xxxxx3001?

As of 2024, Dale & Christy Davidson Memorial Tr Xxxxx3001 holds $1.3M in total assets with $110K in annual revenue. It awarded 2 grants totaling $67K in 2024.

Where does Dale & Christy Davidson Memorial Tr Xxxxx3001 operate?

Dale & Christy Davidson Memorial Tr Xxxxx3001 has awarded grants in Indiana, Minnesota.

What size grants does Dale & Christy Davidson Memorial Tr Xxxxx3001 award?

In 2024, Dale & Christy Davidson Memorial Tr Xxxxx3001 awarded 2 grants totaling $67K — an average of about $33K per grant, based on its IRS Form 990 filings.

How much is Dale & Christy Davidson Memorial Tr Xxxxx3001 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Dale & Christy Davidson Memorial Tr Xxxxx3001 reported a distributable amount of $86K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.