Davis Charitable Trust
Davis Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Austin, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 10 grants totaling $336K. Net investment income was $433K.
Key facts about Davis Charitable Trust
- EIN
- 74-6456780
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $335,975
- Grants made (2024)
- 10
- Average grant
- $33,598
- Median grant
- $9,778
- New grantees (estimate)
- 20% first-time grantees (2 of 10, 2024)
- Total assets
- $3,695,072
- Primary geography
- Texas (57% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Davis Charitable Trust funds
By grant dollars, the top recipient states for Davis Charitable Trust's 10 itemized 2024 grants were Texas (57%), Oklahoma (37%) and District of Columbia (7%). The most frequent recipient cities were Austin, TX (7 grants). 20% of grants with a stated purpose were for general or operating support.
Is Davis Charitable Trust open to new grantees?
20%
first-time grantees, 2024
In 2024, 2 of 10 grantees (20%) were first-time recipients. First grants averaged $67K; repeat grants $25K. How we count
Medians: $67K first-time, $9K repeat.
- 80% of 2024 grantees were also funded in 2023. Method
- Giving grew 344% from 2021 to 2024. Method
- In 2024 it paid out 205% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Davis Charitable Trust
- How to evaluate Davis Charitable Trust as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.7M
+1.2% YoY
Annual Giving
$336K
+268.4% YoY
Grant Count
10
+11.1% YoY
Avg Grant Size
$34K
+231.6% YoY
Under IRS private-foundation payout rules, Davis Charitable Trust reported a distributable amount of $185K for 2024 — the minimum it must pay out in qualifying distributions.
About Davis Charitable Trust
Based on IRS filings
Davis Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Austin, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 10 grants totaling $336K. Net investment income was $433K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 10 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,695,072 | $3,652,282 | $3,721,897 |
| Revenue | $436,999 | $109,805 | $78,877 |
| Expenses | $394,209 | $179,420 | $149,970 |
| Qualifying Distributions | $380,131 | $140,290 | $117,930 |
| Net Investment Income | $433,441 | $108,639 | $87,549 |
| Distributable Amount | $185,496 | $177,423 | $182,739 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
47 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include University of Texas System Medical Foundation ($127,986), University of Oklahoma Foundation Inc ($123,542), American Red Cross ($22,223).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION Houston, TX | MD ANDERSON CANCER RESEARCH | $127,986 |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC Norman, OK | TO SUPPORT EDUCATION | $123,542 |
| AMERICAN RED CROSS Washington, DC | TO SUPPORT THE CENTRAL TEXAS REGION AND PROVIDE DISASTER RELIEF THROUGHOUT THE UNITED STATES | $22,223 |
| UNIVERSITY UNITED METHODIST CHURCH FOUNDATION INC Austin, TX | GENERAL SUPPORT | $19,556 |
| UNITED WAY FOR GREATER AUSTIN Austin, TX | GENERAL SUPPORT | $10,667 |
| AUSTIN COMMUNITY COLLEGE FOUNDATION Austin, TX | TO SUPPORT EDUCATION | $8,889 |
| SHIVERS CANCER FOUNDATION Austin, TX | TO SUPPORT EDUCATION AND MEDICAL RESEARCH | $8,889 |
| THE SALVATION ARMY Austin, TX | TO SUPPORT THE COMMUNITY OF AUSTIN, TX | $8,889 |
| ALZHEIMER'S TEXAS Austin, TX | TO SUPPORT EDUCATION AND MEDICAL RESEARCH | $4,445 |
| MEALS ON WHEELS AND MORE INC Austin, TX | TO SUPPORT THE MEALS ON WHEELS PROGRAM | $889 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| The Northern Trust Company | Trustee | 0.25 | $46,727 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Davis Charitable Trust?
Davis Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Austin, TX. It holds $3.7M in total assets as of 2024.
How large is Davis Charitable Trust?
As of 2024, Davis Charitable Trust holds $3.7M in total assets with $437K in annual revenue. It awarded 10 grants totaling $336K in 2024.
Where does Davis Charitable Trust operate?
Davis Charitable Trust has awarded grants in District of Columbia, Louisiana, Oklahoma, Texas.
What size grants does Davis Charitable Trust award?
In 2024, Davis Charitable Trust awarded 10 grants totaling $336K — an average of about $34K per grant, based on its IRS Form 990 filings.
How much is Davis Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Davis Charitable Trust reported a distributable amount of $185K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Davis Charitable Trust's EIN?
Davis Charitable Trust's EIN (Employer Identification Number) is 74-6456780. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.