Davies-ellis Tr Xxx-xx-xxxx
EVANSVILLE, IN EIN: 20-6107035
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$2.2M
+10.1% YoY
Annual Giving
$108K
+8.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$54K
+8.0% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,207,528 | $2,004,912 | $2,033,244 |
| Revenue | $346,404 | $102,765 | $151,595 |
| Expenses | $143,788 | $130,929 | $135,382 |
| Qualifying Distributions | $135,171 | $123,084 | $126,792 |
| Net Investment Income | $336,853 | $97,383 | $146,395 |
| Distributable Amount | $130,238 | $119,710 | $119,599 |
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
No grants recorded for .
Who else does Davies-ellis Tr Xxx-xx-xxxx fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT | TRUSTEE | 1 | $33,887 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Indiana $424K (100%)
States
Cities
FowlerRockville
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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