Davies-ellis Tr Xxx-xx-xxxx is a private foundation focused on Education, based in EVANSVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 2 grants totaling $108K. Net investment income was $337K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
Under IRS private-foundation payout rules, Davies-ellis Tr Xxx-xx-xxxx reported a distributable amount of $130K for 2024 — the minimum it must pay out in qualifying distributions.
About Davies-ellis Tr Xxx-xx-xxxx
Based on IRS filings
Davies-ellis Tr Xxx-xx-xxxx is a private foundation focused on Education, based in EVANSVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 2 grants totaling $108K. Net investment income was $337K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
Among its reported 2024 grants, the largest include Benton Community Foundation ($54,000), Parke County Community Fdn Inc ($54,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BENTON COMMUNITY FOUNDATION FOWLER, IN | SCHOLARSHIPS | $54,000 |
| PARKE COUNTY COMMUNITY FDN INC ROCKVILLE, IN | SCHOLARSHIPS | $54,000 |
Leadership & 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 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Davies-ellis Tr Xxx-xx-xxxx?
Davies-ellis Tr Xxx-xx-xxxx is a private foundation focused on Education, based in EVANSVILLE, IN. It holds $2.2M in total assets as of 2024.
How large is Davies-ellis Tr Xxx-xx-xxxx?
As of 2024, Davies-ellis Tr Xxx-xx-xxxx holds $2.2M in total assets with $346K in annual revenue. It awarded 2 grants totaling $108K in 2024.
Where does Davies-ellis Tr Xxx-xx-xxxx operate?
Davies-ellis Tr Xxx-xx-xxxx has awarded grants in Indiana.
What size grants does Davies-ellis Tr Xxx-xx-xxxx award?
In 2024, Davies-ellis Tr Xxx-xx-xxxx awarded 2 grants totaling $108K — an average of about $54K per grant, based on its IRS Form 990 filings.
How much is Davies-ellis Tr Xxx-xx-xxxx required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Davies-ellis Tr Xxx-xx-xxxx reported a distributable amount of $130K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Davies-ellis Tr Xxx-xx-xxxx's EIN?
Davies-ellis Tr Xxx-xx-xxxx's EIN (Employer Identification Number) is 20-6107035. IRS Form 990 filing data is available on this page for 2020–2024.
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Browse active grant opportunities in Davies-ellis Tr Xxx-xx-xxxx's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.