Davies Family Educational Foundation is a private foundation focused on Education, based in ONALASKA, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $447K in total assets. In 2024, it awarded 6 grants totaling $30K. Net investment income was $23K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$447K
+40.4% YoY
Annual Giving
$30K
+80.7% YoY
Grant Count
6
-25.0% YoY
Avg Grant Size
$5K
+141.0% YoY
About Davies Family Educational Foundation
Based on IRS filings
Davies Family Educational Foundation is a private foundation focused on Education, based in ONALASKA, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $447K in total assets. In 2024, it awarded 6 grants totaling $30K. Net investment income was $23K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $446,833 | $318,317 | $302,765 |
| Revenue | $158,705 | $9,897 | $-12,239 |
| Expenses | $32,973 | $19,653 | $23,112 |
| Qualifying Distributions | $30,000 | $16,600 | $20,000 |
| Net Investment Income | $22,857 | $11,516 | $11,853 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mgh Institute of Health Professiona ($25,000), Hannah Cappelletti ($1,000), Page Hearon ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MGH INSTITUTE OF HEALTH PROFESSIONA BOSTON, MA | SCHOLARSHIP FUND | $25,000 |
| HANNAH CAPPELLETTI CMCH, NJ | EDUCATIONAL SCHOLARSHIP | $1,000 |
| PAGE HEARON WOODBINE, NJ | EDUCATIONAL SCHOLARSHIP | $1,000 |
| GRASIELA CASTRO-PELAEZ CMCH, NJ | EDUCATIONAL SCHOLARSHIP | $1,000 |
| KATHERINE GRIER CMCH, NJ | EDUCATIONAL SCHOLARSHIP | $1,000 |
| KAYLEE MCGROARTY WOODBINE, NJ | EDUCATIONAL SCHOLARSHIP | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GEORGE DAVIES | Trustee | — | — |
| STEVEN M DAVIES | Trustee | — | — |
| NICOLE A DAVIES | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Davies Family Educational Foundation?
Davies Family Educational Foundation is a private foundation focused on Education, based in ONALASKA, WI. It holds $447K in total assets as of 2024.
How large is Davies Family Educational Foundation?
As of 2024, Davies Family Educational Foundation holds $447K in total assets with $159K in annual revenue. It awarded 6 grants totaling $30K in 2024.
Where does Davies Family Educational Foundation operate?
Davies Family Educational Foundation has awarded grants in Georgia, Massachusetts, New Jersey.
What size grants does Davies Family Educational Foundation award?
In 2024, Davies Family Educational Foundation awarded 6 grants totaling $30K — an average of about $5K per grant, based on its IRS Form 990 filings.
What is Davies Family Educational Foundation's EIN?
Davies Family Educational Foundation's EIN (Employer Identification Number) is 81-6824068. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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