Davis Family Foundation

BOZEMAN, MT EIN: 31-1589361

Davis Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOZEMAN, MT. IRS filing data is available from 2019 through 2020. In 2020, it awarded 3 grants totaling $91K. Net investment income was $216.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$91K

+661.0% YoY

Grant Count

3

-57.1% YoY

Avg Grant Size

$30K

+1675.6% YoY

Under IRS private-foundation payout rules, Davis Family Foundation reported a distributable amount of $3K for 2020 — the minimum it must pay out in qualifying distributions.

About Davis Family Foundation

Based on IRS filings

Davis Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOZEMAN, MT. IRS filing data is available from 2019 through 2020. In 2020, it awarded 3 grants totaling $91K. Net investment income was $216.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

AustinBozemanWarwick

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K20192020
Metric20202019
Total Assets
Revenue$218
Expenses$91,318
Qualifying Distributions
Net Investment Income$216
Distributable Amount$2,614

Giving Over Time

Total grant dollars and number of grants per year

$0$23K$46K$68K$91K7 grants20193 grants2020

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2020

VANGUARD CHARITABLE$51KVANGUARD CHARITABLE$40KFRIENDS OF ST ANDREWS$600

Grant Size Distribution

10 grants across all recorded years

9<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2020 grants, the largest include Vanguard Charitable ($50,716), Vanguard Charitable ($40,000), Friends of St Andrews ($600).

RecipientPurposeAmount
FRIENDS OF ST ANDREWS AUSTIN, TXEMPOWERING SCHOLARS, ARTISTS, ATHLETES, AND SERVANTS$600
VANGUARD CHARITABLE WARWICK, RICHARITABLE GIVING TO A RANGE OF 501C3 ORGANIZATIONS$40,000
VANGUARD CHARITABLE WARWICK, RICHARITABLE GIVING TO A RANGE OF 501C3 ORGANIZATIONS$50,716

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

NameTitleHoursCompensation
SHARON DAVISTrustee1
LAUREL DAVISTrustee1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Davis Family Foundation?

Davis Family Foundation is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in BOZEMAN, MT. It holds — in total assets as of 2020.

Where does Davis Family Foundation operate?

Davis Family Foundation has awarded grants in Montana, Rhode Island, Texas.

What size grants does Davis Family Foundation award?

In 2020, Davis Family Foundation awarded 3 grants totaling $91K — an average of about $30K per grant, based on its IRS Form 990 filings.

How much is Davis Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, Davis Family Foundation reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Davis Family Foundation's EIN?

Davis Family Foundation's EIN (Employer Identification Number) is 31-1589361. IRS Form 990 filing data is available on this page for 2019–2020.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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