Davis Family Charitable Trust
Davis Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Naples, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 10 grants totaling $234K. Net investment income was $147K.
Key facts about Davis Family Charitable Trust
- EIN
- 27-1501472
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $233,950
- Grants made (2024)
- 10
- Average grant
- $23,395
- Median grant
- $5,000
- New grantees (estimate)
- 70% first-time grantees (7 of 10, 2024)
- Total assets
- $2,043,556
- Primary geography
- Florida (51% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Davis Family Charitable Trust funds
By grant dollars, the top recipient states for Davis Family Charitable Trust's 10 itemized 2024 grants were Florida (51%) and Ohio (49%). The most frequent recipient cities were Naples, FL (4 grants) and Dayton, OH (3 grants). 100% of grants with a stated purpose were for general or operating support.
Is Davis Family Charitable Trust open to new grantees?
70%
first-time grantees, 2024
In 2024, 7 of 10 grantees (70%) were first-time recipients. First grants averaged $32K; repeat grants $4K. How we count
Medians: $5K first-time, $5K repeat.
- 30% of 2024 grantees were also funded in 2023. Method
- Giving grew 140% from 2021 to 2024. Method
- In 2024 it paid out 150% 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 Family Charitable Trust
- How to evaluate Davis Family Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
-3.9% YoY
Annual Giving
$234K
-12.5% YoY
Grant Count
10
+25.0% YoY
Avg Grant Size
$23K
-30.0% YoY
Under IRS private-foundation payout rules, Davis Family Charitable Trust reported a distributable amount of $156K for 2024 — the minimum it must pay out in qualifying distributions.
About Davis Family Charitable Trust
Based on IRS filings
Davis Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Naples, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 10 grants totaling $234K. Net investment income was $147K.
Focus Areas
Ready to take the next step with Davis Family Charitable Trust?
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 | $2,043,556 | $2,127,112 | $2,403,606 |
| Revenue | $155,341 | $-5,933 | $45,351 |
| Expenses | $238,897 | $270,561 | $145,613 |
| Qualifying Distributions | $233,950 | $267,226 | $141,700 |
| Net Investment Income | $146,703 | $53,457 | $51,076 |
| Distributable Amount | $155,867 | $138,874 | $148,591 |
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 Naples Children and Education Foundation ($106,200), University of Dayton Davis Center for Protfolio Management ($100,000), Avow ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| NAPLES CHILDREN AND EDUCATION FOUNDATION Naples, FL | GENERAL OPERATING SUPPORT | $106,200 |
| UNIVERSITY OF DAYTON DAVIS CENTER FOR PROTFOLIO MANAGEMENT Dayton, OH | GENERAL OPERATING SUPPORT | $100,000 |
| AVOW Naples, FL | GENERAL OPERATING SUPPORT | $5,000 |
| HOLY ANGELS Dayton, OH | GENERAL OPERATING SUPPORT | $5,000 |
| PINK RIBBON GIRLS Clayton, OH | GENERAL OPERATING SUPPORT | $5,000 |
| ST ANN CATHOLIC CHURCH Naples, FL | GENERAL OPERATING SUPPORT | $5,000 |
| FREEDOM WATERS Naples, FL | GENERAL OPERATING SUPPORT | $3,250 |
| FOLDS OF HONOR Dublin, OH | GENERAL OPERATING SUPPORT | $2,500 |
| CAMPBELL COUNTY SCHOOLS FRIENDS OF NORRIS LAKE SCHOLARSHIP Lafollette, TN | GENERAL OPERATING SUPPORT | $1,000 |
| THE DAYTON FOUNDATION CO THE MARK ANDREW KREUSCH MEMORIAL FUND Dayton, OH | GENERAL OPERATING SUPPORT | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Richard P Davis | Trustee | 2 | — |
| Susan P Davis | Trustee | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Davis Family Charitable Trust?
Davis Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Naples, FL. It holds $2.0M in total assets as of 2024.
How large is Davis Family Charitable Trust?
As of 2024, Davis Family Charitable Trust holds $2.0M in total assets with $155K in annual revenue. It awarded 10 grants totaling $234K in 2024.
Where does Davis Family Charitable Trust operate?
Davis Family Charitable Trust has awarded grants in California, Florida, Ohio, Tennessee.
What size grants does Davis Family Charitable Trust award?
In 2024, Davis Family Charitable Trust awarded 10 grants totaling $234K — an average of about $23K per grant, based on its IRS Form 990 filings.
How much is Davis Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Davis Family Charitable Trust reported a distributable amount of $156K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Davis Family Charitable Trust's EIN?
Davis Family Charitable Trust's EIN (Employer Identification Number) is 27-1501472. 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.