Davis Gladys L Succ Co-Ta

Foundation · Grantmaker 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.

Key facts about Davis Gladys L Succ Co-Ta

EIN: 52-7013218
Latest 990 filing: Form 990-PF, 2023
Annual giving (2023): $27,610
Grants made (2023): 2
Average grant: $13,805
Median grant: $13,805
Primary geography: Florida (100% of itemized 2023 grant dollars)

Data from IRS Form 990-PF, 2023; updated September 2026.

How Davis Gladys L Succ Co-Ta gives

Giving fell 75% from 2020 to 2023. Method
In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Davis Gladys L Succ Co-Ta

How to evaluate Davis Gladys L Succ Co-Ta as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
Draft an LOI to Davis Gladys L Succ Co-Ta with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.

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

Your AI grants department

Ready to take the next step with Davis Gladys L Succ Co-Ta?

Assess fit for your org Draft an LOI Find open RFPs

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Florida $28K (100%)

Share of all 2 itemized 2023 grant dollars.

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

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2023

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 recipients 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

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.