Davies Family Foundation Inc

Private foundation · Grantmaker Chevy Chase, MD EIN: 52-1960652

Davies Family Foundation Inc is a private foundation, based in Chevy Chase, MD. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $401K in total assets. Net investment income was $5K.

Davies Family Foundation Inc at a glance

Total assets
$400,998
-0.9% vs 2024
Revenue (2025)
$3,329
-78.0% vs 2024
Net investment income (2025)
$5,020
-51.1% vs 2024
Expenses (2025)
$7,044
+0.1% vs 2024
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Davies Family Foundation Inc funds

How this funder distributes its grants

Grant Size Distribution

7 grants across all recorded years

7<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 7 grants of 7 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

Harpers FerryShepherdstownNew HavenWashington

How Davies Family Foundation Inc gives

  • Giving fell 63% from 2020 to 2023. Method
  • In 2023 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

$0$20K$40K$60K3 grants2020 4 grants2021 2 grants2022 1 grant2023 0 grants2024 0 grants2025

From 2020 to 2023, annual grant giving ranged from $15K (2022) to $44K (2021). In 2023 it made 1 grant totaling $16K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Appalachian Trail Conservancy Harpers Ferry, WVTo Assist in Financial Needs$15,700
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$400,998$3,329$7,044———$5,020$26,526
2024$404,713$15,117$7,034———$10,258$23,570
2023$396,630$3,730$21,940$15,7001$15,700$4,890$20,646
2022$414,840$38,041$19,540$15,0002$15,000$34,701$20,173
2021$396,339$27,096$52,396$44,0004$44,000$23,725$23,604
2020$421,639$15,429$47,224$43,0003—$11,205$22,738

Under IRS private-foundation payout rules, Davies Family Foundation Inc reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Davies Family Foundation Inc is led by Carole Ann P. Davies, President & Director on every filing since 2020; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Carole Ann P. Davies

    President & Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Brooke A. Davies

    Cl B Director

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Chris R. L. Davies

    Cl B Director

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Ryan R. Davies

    Cl B Director

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Grant L. Davies

    Secretary & Treasurer

    On filings since 2020

    0.5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "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 Davies Family Foundation Inc

How large is Davies Family Foundation Inc?

Davies Family Foundation Inc reported $401K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $3K.

Where does Davies Family Foundation Inc operate?

Davies Family Foundation Inc has awarded grants in Connecticut, District of Columbia, West Virginia.

How much is Davies Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Davies Family Foundation Inc reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Davies Family Foundation Inc's EIN?

Davies Family Foundation Inc's EIN (Employer Identification Number) is 52-1960652. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 9, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 20, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 31, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Davies Family Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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