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.
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
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 |
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 include University of Texas System Medical Foundation ($127,986), University of Oklahoma Foundation Inc ($123,542), American Red Cross ($22,223).
| Recipient | Purpose | Amount |
|---|---|---|
| ALZHEIMER'S TEXAS AUSTIN, TX | TO SUPPORT EDUCATION AND MEDICAL RESEARCH | $4,445 |
| AMERICAN RED CROSS WASHINGTON, DC | TO SUPPORT THE CENTRAL TEXAS REGION AND PROVIDE DISASTER RELIEF THROUGHOUT THE UNITED STATES | $22,223 |
| AUSTIN COMMUNITY COLLEGE FOUNDATION AUSTIN, TX | TO SUPPORT EDUCATION | $8,889 |
| MEALS ON WHEELS AND MORE INC AUSTIN, TX | TO SUPPORT THE MEALS ON WHEELS PROGRAM | $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 |
| UNIVERSITY OF TEXAS SYSTEM MEDICAL FOUNDATION HOUSTON, TX | MD ANDERSON CANCER RESEARCH | $127,986 |
| UNIVERSITY UNITED METHODIST CHURCH FOUNDATION INC AUSTIN, TX | GENERAL SUPPORT | $19,556 |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC NORMAN, OK | TO SUPPORT EDUCATION | $123,542 |
| UNITED WAY FOR GREATER AUSTIN AUSTIN, TX | GENERAL SUPPORT | $10,667 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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.
Explore Open Grants
Browse active grant opportunities in Davis Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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