Davies Charitable Trust
Davies Charitable Trust is a private foundation based in San Bruno, California. Its 2025 filing lists grants to California organizations in the arts, education, and community services, including a symphony, a school, and a community organization.
Davies Charitable Trust at a glance
In short: Davies Charitable Trust gave $518K across 3 grants in 2025 (avg $173K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $517,900
- -66.5% vs 2024
- Grants made (2025)
- 3
- -25.0% vs 2024
- Average grant
- $172,633
- -55.3% vs 2024
- Median grant
- $80,000
- Total assets
- $2,999,391
- +3.8% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Davies Charitable Trust
- Accepts unsolicited proposals
- No
- Contact
Mailing address: 241 San Luis Avenue 6, San Bruno, CA 94066-5537
Phone: (949) 216-2200
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Davies Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was San Francisco Symphony ($391K). Together the top 3 received $518K.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 21 grants of 29 (72%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in California.
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Davies Charitable Trust gives
- Giving grew 73% from 2022 to 2025. Method
- In 2025 it paid out 207% 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 2019 to 2025, annual grant giving ranged from $166K (2021) to $1.5M (2024). In 2025 it made 3 grants totaling $518K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| San Francisco Symphony San Francisco, CA | General Purpose | $390,900 |
| Camphill Communities California Soquel, CA | General Purpose | $80,000 |
| Cate School Carpinteria, CA | General Purpose | $47,000 |
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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 | $2,999,391 | $683,761 | $571,757 | $517,900 | 3 | $566,410 | $585,924 | $273,822 |
| 2024 | $2,890,861 | $330,481 | $1,613,437 | $1,545,000 | 4 | $1,598,353 | $241,955 | $291,541 |
| 2023 | $4,172,974 | $892,585 | $302,939 | $250,000 | 9 | $285,377 | $805,710 | $278,770 |
| 2022 | $3,582,799 | $105,533 | $348,420 | $298,575 | 8 | $330,926 | $58,537 | $316,337 |
| 2021 | $3,826,272 | $187,518 | $216,883 | $166,000 | 5 | — | $104,880 | $305,133 |
| 2020 | $3,855,231 | $381,861 | $311,602 | $261,000 | 8 | — | $292,738 | $269,265 |
| 2019 | $3,784,959 | $71,139 | $321,385 | $272,800 | 12 | — | $27,955 | $268,285 |
Under IRS private-foundation payout rules, Davies Charitable Trust reported a distributable amount of $274K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants included general-purpose support for the San Francisco Symphony, Camphill Communities California, and Cate School. The San Francisco Symphony describes its mission as inspiring and serving audiences and communities through musical performance. Cate School says it educates high school students through commitment, scholarship, and service.
Grantmaking
In 2025, the trust reported three grants totaling $517,900. Grants ranged from $47,000 to $390,900, with a median of $80,000. The largest grants were $390,900 to the San Francisco Symphony, $80,000 to Camphill Communities California, and $47,000 to Cate School; each was designated for general purposes.
The trust stated on its 2024 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Whittier Trust Company, Lucy Lewis Dreyer Co Whittier Trust, and Ralph Davies Lewis Co Whittier Trus as trustees.
Davies Charitable Trust's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Whittier Trust Company
Trustee
On filings since 2019
40 hrs/week
$48K (2025)
Lucy Lewis Dreyer Co Whittier Trust
Trustee
On filings since 2019
No compensation reported
Ralph Davies Lewis Co Whittier Trus
Trustee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 $48K, to Whittier Trust Company (Trustee).
Frequently asked questions about Davies Charitable Trust
How much does Davies Charitable Trust give each year?
Davies Charitable Trust gave $518K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.5M across 4 grants.
What is Davies Charitable Trust's typical grant size?
Davies Charitable Trust's median grant in 2025 was $80,000, and its average grant was $172,633, across 3 grants on its 2025 IRS Form 990-PF.
Where does Davies Charitable Trust give grants?
Davies Charitable Trust gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Davies Charitable Trust give general operating support?
Yes: 100% of Davies Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Davies Charitable Trust?
Davies Charitable Trust reported $3.0M in total assets on its 2025 IRS Form 990-PF. It paid out $566K in qualifying distributions that year, against a required minimum of $274K (roughly 5% of its investment assets).
What does Davies Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants included general-purpose support for the San Francisco Symphony, Camphill Communities California, and Cate School. See mission & focus areas ↑
How do I apply for a grant from Davies Charitable Trust?
Davies Charitable Trust does not accept unsolicited proposals, according to Grantable's research on its published guidelines.
What is Davies Charitable Trust's EIN?
Davies Charitable Trust's EIN (Employer Identification Number) is 23-7417287. IRS Form 990 filing data is available on this page for 2019–2025.
Does Davies Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS August 8, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 13, 2026)
- IRS filings on file for fiscal years 2020–2024
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Browse active grant opportunities in Davies Charitable Trust's focus areas in our free grants database
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