Davidson Estate Account
Davidson Estate Account is a private foundation focused on Education, based in Pittsburgh, PA. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $1.5M in total assets. In 2026, it awarded 1 grant totaling $66K. Net investment income was $78K.
Davidson Estate Account at a glance
In short: Davidson Estate Account gave $66K across 1 grant in 2026 (avg $66K), mostly in Massachusetts. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $66,382
- +4.8% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $66,382
- +4.8% vs 2025
- Median grant
- $66,382
- Total assets
- $1,477,668
- +8.9% vs 2025
- Primary geography
- Massachusetts (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated November 2026.
Who Davidson Estate Account funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Childrens Dyslexia Center Inc ($66K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Davidson Estate Account gives
- Giving held roughly steady from 2023 to 2026 (+2%). Method
- In 2026 it paid out 116% of its IRS minimum distribution (the 5% rule). 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 2021 to 2026, annual grant giving ranged from $58K (2021) to $66K (2026). In 2026 it made 1 grant totaling $66K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Childrens Dyslexia Center Inc Lexington, MA | General Operations | $66,382 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,477,668 | $78,273 | $83,316 | $66,382 | 1 | $83,316 | $78,273 | $71,687 |
| 2025 | $1,356,689 | $44,269 | $80,130 | $63,364 | 1 | $17,057 | $44,269 | $66,382 |
| 2024 | $1,347,988 | $37,137 | $76,912 | $59,855 | 1 | $17,057 | $37,137 | $63,364 |
| 2023 | $1,331,100 | $74,519 | $81,761 | $64,935 | 1 | $81,761 | $74,519 | $59,855 |
| 2022 | $1,311,429 | $61,591 | $81,926 | $64,876 | 1 | $81,926 | $61,591 | $60,208 |
| 2021 | $1,330,162 | $59,435 | $74,527 | $58,177 | 1 | — | $45,685 | $64,876 |
Under IRS private-foundation payout rules, Davidson Estate Account reported a distributable amount of $72K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Davidson Estate Account is led by Jack Jones, Chairman on every filing since 2022; none of the 12 officers listed in 2026 report compensation.
Officers on the 2026 filing
Jack Jones
Chairman
On filings since 2022
No compensation reported
Bonnie L Szramowski
Trustee
On filings since 2021
No compensation reported
David W Morgans
Trustee
On filings since 2021
No compensation reported
Glenn D Miller II
Trustee
On filings since 2021
No compensation reported
John G Kovac
Trustee
On filings since 2021
No compensation reported
John W Hisiro
Trustee
On filings since 2021
No compensation reported
Joseph G Whitaker
Trustee
On filings since 2021
No compensation reported
Miklos G Sarkozi
Trustee
On filings since 2021
No compensation reported
Richard F Kucera
Trustee
On filings since 2021
No compensation reported
Nico Salera
Trustee
On filings since 2022
No compensation reported
Austin R Shifrin
Vice Chairman
On filings since 2021
No compensation reported
Melissa Workinger
Treasurer
On filings since 2022
No compensation reported
Former officers (14)
- Former: Donald M Murphy (2021) — Trustee
- Former: James A West Jr. (2021) — Trustee
- Former: John A Habel Jr. (2021) — Trustee
- Former: John W Jones (2021) — Trustee
- Former: Melissa Veneziano (2021) — Treasurer
- Former: Nicholas Salera (2021) — Trustee
- Former: Paul J Roup (2021) — Trustee
- Former: Raymond T Dietz (2021) — Trustee
- Former: Robert B Malwitz (2021) — Trustee
- Former: Robert E Holderbaum (2021) — Trustee
- Former: Robert M Polander (2021) — Chairman
- Former: Roberta M Miller (2021) — Trustee
- Former: S Timothy Warco (2021) — Trustee
- Former: Vickie L Pfalzgraf (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "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 Davidson Estate Account
How much does Davidson Estate Account give each year?
Davidson Estate Account gave $66K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $63K across 1 grant.
How large is Davidson Estate Account?
Davidson Estate Account reported $1.5M in total assets on its 2026 IRS Form 990-PF. It paid out $83K in qualifying distributions that year, against a required minimum of $72K (roughly 5% of its investment assets).
What is Davidson Estate Account?
Davidson Estate Account is a private foundation focused on Education, based in Pittsburgh, PA. It holds $1.5M in total assets as of 2026.
Where does Davidson Estate Account operate?
Davidson Estate Account has awarded grants in Massachusetts.
What is Davidson Estate Account's EIN?
Davidson Estate Account's EIN (Employer Identification Number) is 46-7053564. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS September 17, 2026)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 27, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 29, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 26, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 1, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS September 4, 2025)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Davidson Estate Account funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Davidson Estate Account's focus areas in our free grants database
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Davidson Estate Account down — hundreds of funders to go?