Davies Scottish Rite Education Trust
Davies Scottish Rite Education Trust is a private foundation, based in KELSO, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $105K in total assets. In 2024, it awarded 9 grants totaling $12K. Net investment income was $3K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$105K
-20.0% YoY
Annual Giving
$12K
+240.5% YoY
Grant Count
9
+28.6% YoY
Avg Grant Size
$1K
+164.8% YoY
Under IRS private-foundation payout rules, Davies Scottish Rite Education Trust reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.
About Davies Scottish Rite Education Trust
Based on IRS filings
Davies Scottish Rite Education Trust is a private foundation, based in KELSO, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $105K in total assets. In 2024, it awarded 9 grants totaling $12K. Net investment income was $3K.
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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 | $105,121 | $131,378 | $130,076 |
| Revenue | $-13,457 | $4,823 | $7,953 |
| Expenses | $12,800 | $3,521 | $4,463 |
| Qualifying Distributions | $11,918 | $3,500 | $4,000 |
| Net Investment Income | $3,419 | $4,823 | $7,490 |
| Distributable Amount | $5,323 | $5,547 | $5,841 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
29 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include RiteCare of Washington ($7,918), Nara James Brown ($500), Rhossili Johnson ($500).
| Recipient | Purpose | Amount |
|---|---|---|
| Nara James Brown Longview, WA | Scholarship | $500 |
| Rhossili Johnson Longview, WA | Scholarship | $500 |
| Matthew Verdoom Longview, WA | Scholarship | $500 |
| Lexi De La Trinidad Longview, WA | Scholarship | $500 |
| Jacob J Rivera Kelso, WA | Scholarship | $500 |
| Khloe Palmer Kelso, WA | Scholarship | $500 |
| Gracie Sibbett Kelso, WA | Scholarship | $500 |
| Ethan Metcalf Castle Rock, WA | Scholarship | $500 |
| RiteCare of Washington Shoreline, WA | Charitable | $7,918 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| James Mack | V-Pres | — | — |
| Maynard Brent | Treasurer | 0.5 | — |
| Richard Hallett | President | 0.5 | — |
| Richard Hallett | Secretary | 0.5 | — |
Frequently Asked Questions
How large is Davies Scottish Rite Education Trust?
As of 2024, Davies Scottish Rite Education Trust holds $105K in total assets with $-13,457 in annual revenue. It awarded 9 grants totaling $12K in 2024.
Where does Davies Scottish Rite Education Trust operate?
Davies Scottish Rite Education Trust has awarded grants in Washington.
What size grants does Davies Scottish Rite Education Trust award?
In 2024, Davies Scottish Rite Education Trust awarded 9 grants totaling $12K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Davies Scottish Rite Education Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Davies Scottish Rite Education Trust reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Davies Scottish Rite Education Trust's EIN?
Davies Scottish Rite Education Trust's EIN (Employer Identification Number) is 91-6355276. 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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