Davis Gladys L Succ Co-ta

ORLANDO, FL EIN: 52-7013218

Davis Gladys L Succ Co-ta is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 2 grants totaling $28K. Net investment income was $2K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$28K

-13.7% YoY

Grant Count

-33.3% YoY

Avg Grant Size

$14K

+29.4% YoY

Under IRS private-foundation payout rules, Davis Gladys L Succ Co-ta reported a distributable amount of $529 for 2023 — the minimum it must pay out in qualifying distributions.

About Davis Gladys L Succ Co-ta

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $250K (100%)

States

Florida

Cities

Boca Raton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	—	$28,797	$72,086
Revenue	$3,450	$6,021	$48,339
Expenses	$32,277	$49,508	$97,601
Qualifying Distributions	$31,444	$41,000	$90,000
Net Investment Income	$2,049	—	$40,811
Distributable Amount	$529	$3,050	$6,557

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2023

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Boca Raton Regional Hospital Fdn Inc ($13,805), Florida Atlantic University Fdn ($13,805).

Recipient	Purpose	Amount
BOCA RATON REGIONAL HOSPITAL FDN INC BOCA RATON, FL	GENERAL OPERATING	$13,805
FLORIDA ATLANTIC UNIVERSITY FDN BOCA RATON, FL	GENERAL OPERATING	$13,805

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
TRUIST BANK	CO-TRUSTEE	1	$1,250
RICHARD MURDOCH	CO-TRUSTEE	1	$417

Frequently Asked Questions

Where does Davis Gladys L Succ Co-ta operate?

Davis Gladys L Succ Co-ta has awarded grants in Florida.

What size grants does Davis Gladys L Succ Co-ta award?

In 2023, Davis Gladys L Succ Co-ta awarded 2 grants totaling $28K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is Davis Gladys L Succ Co-ta required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Davis Gladys L Succ Co-ta reported a distributable amount of $529 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.