Davis Family Charitable Trust
Davis Family Charitable Trust is a private foundation, based in Naples, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.9M in total assets. In 2025, it awarded 7 grants totaling $255K. Net investment income was $84K.
Davis Family Charitable Trust at a glance
In short: Davis Family Charitable Trust gave $255K across 7 grants in 2025 (avg $36K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $255,000
- +9.0% vs 2024
- Grants made (2025)
- 7
- -30.0% vs 2024
- Average grant
- $36,429
- +55.7% vs 2024
- Median grant
- $5,000
- Total assets
- $1,875,912
- -8.2% vs 2024
- Primary geography
- Florida (63% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Davis Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Naples Children and Education Foundation ($157K). Together the top 7 received $255K.
Grant Size Distribution
43 grants across all recorded years
The most common grant size was under $50K: 35 grants of 43 (81%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How Davis Family Charitable Trust gives
- Giving grew 80% from 2022 to 2025. Method
- In 2025 it paid out 157% of its IRS minimum distribution (the 5% rule). 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
From 2020 to 2025, annual grant giving ranged from $98K (2021) to $267K (2023). In 2025 it made 7 grants totaling $255K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Naples Children and Education Foundation Naples, FL | General Operating Support | $156,500 |
| University of Dayton Davis Center for Protfolio Management Dayton, OH | General Operating Support | $75,000 |
| Ohio Hospice Foundation Dayton, OH | General Operating Support | $10,000 |
| Holy Angels Dayton, OH | General Operating Support | $5,000 |
| St Ann Catholic Church Naples, FL | General Operating Support | $5,000 |
| Folds of Honor Dublin, OH | General Operating Support | $2,500 |
| Firecracker 5K at Deerfield Inc Lafollette, TN | General Operating Support | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,875,912 | $94,341 | $261,969 | $255,000 | 7 | $257,738 | $84,416 | $164,202 |
| 2024 | $2,043,556 | $155,341 | $238,897 | $233,950 | 10 | $233,950 | $146,703 | $155,867 |
| 2023 | $2,127,112 | $-5,933 | $270,561 | $267,226 | 8 | $267,226 | $53,457 | $138,874 |
| 2022 | $2,403,606 | $45,351 | $145,613 | $141,700 | 9 | $141,700 | $51,076 | $148,591 |
| 2021 | $2,503,868 | $67,724 | $101,449 | $97,675 | 9 | $97,675 | $55,945 | $161,064 |
| 2020 | $2,551,569 | $68,750 | $243,050 | $239,700 | 11 | — | $59,813 | $138,022 |
Under IRS private-foundation payout rules, Davis Family Charitable Trust reported a distributable amount of $164K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Davis Family Charitable Trust is led by Richard P. Davis, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Richard P. Davis
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Former officers (1)
- Former: Susan P. Davis (2020–2024) — Trustee
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 Davis Family Charitable Trust
How much does Davis Family Charitable Trust give each year?
Davis Family Charitable Trust gave $255K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $234K across 10 grants.
What is Davis Family Charitable Trust's typical grant size?
Davis Family Charitable Trust's median grant in 2025 was $5,000, and its average grant was $36,429, across 7 grants on its 2025 IRS Form 990-PF.
Where does Davis Family Charitable Trust give grants?
Davis Family Charitable Trust gives mostly in Florida: 63% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Ohio (36%). The most frequent recipient cities were Dayton, OH (3 grants) and Naples, FL (2 grants).
Does Davis Family Charitable Trust give general operating support?
Yes: 100% of Davis Family Charitable Trust's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Davis Family Charitable Trust's largest grantees?
Davis Family Charitable Trust's largest 2025 grantees include Naples Children and Education Foundation ($156,500), University of Dayton Davis Center for Protfolio Management ($75,000) and Ohio Hospice Foundation ($10,000), according to its 2025 IRS Form 990-PF. Together they received 95% of its itemized 2025 grant dollars.
How large is Davis Family Charitable Trust?
Davis Family Charitable Trust reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $258K in qualifying distributions that year, against a required minimum of $164K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Davis Family Charitable Trust funds
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