Davis-McElmurry Charitable Trust

Foundation · Grantmaker Clinton, OK EIN: 32-6048304

Davis-McElmurry Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Clinton, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.1M in total assets. In 2024, it awarded 3 grants totaling $232K. Net investment income was $755K.

Key facts about Davis-McElmurry Charitable Trust

EIN: 32-6048304
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $231,590
Grants made (2024): 3
Average grant: $77,197
Median grant: $77,197
Total assets: $5,106,166
Primary geography: Oklahoma (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Davis-McElmurry Charitable Trust funds

By grant dollars, the top recipient states for Davis-McElmurry Charitable Trust's 3 itemized 2024 grants were Oklahoma (100%). None of its 3 grants with a stated purpose were described as general or operating support.

How Davis-McElmurry Charitable Trust gives

Giving grew 29% from 2021 to 2024. Method
In 2024 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

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

Next steps with Davis-McElmurry Charitable Trust

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.1M

+18.0% YoY

Annual Giving

$232K

-61.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$77K

-61.5% YoY

Under IRS private-foundation payout rules, Davis-McElmurry Charitable Trust reported a distributable amount of $270K for 2024 — the minimum it must pay out in qualifying distributions.

About Davis-McElmurry Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oklahoma $232K (100%)

Share of all 3 itemized 2024 grant dollars.

States

Oklahoma

Cities

ClintonOklahoma CityWeatherford

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$5,106,166	$4,325,729	$4,696,062
Revenue	$1,023,915	$317,142	$935,639
Expenses	$321,516	$687,475	$333,716
Qualifying Distributions	$231,590	$601,923	$274,998
Net Investment Income	$755,115	$209,812	$827,232
Distributable Amount	$270,484	$257,361	$238,905

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 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 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Oklahoma Medical Research Fdn ($115,795), Southwestern Oklahoma State Univ FD ($77,197), Clinton School Fund ($38,598).

Recipient	Purpose	Amount
OKLAHOMA MEDICAL RESEARCH FDN Oklahoma City, OK	MEDICAL RESEARCH	$115,795
SOUTHWESTERN OKLAHOMA STATE UNIV FD Weatherford, OK	EDUCATION	$77,197
CLINTON SCHOOL FUND Clinton, OK	EDUCATION	$38,598

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
Aaron P Graft	Trustee	3	$36,000

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Davis-McElmurry Charitable Trust?

Davis-McElmurry Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Clinton, OK. It holds $5.1M in total assets as of 2024.

How large is Davis-McElmurry Charitable Trust?

As of 2024, Davis-McElmurry Charitable Trust holds $5.1M in total assets with $1.0M in annual revenue. It awarded 3 grants totaling $232K in 2024.

Where does Davis-McElmurry Charitable Trust operate?

Davis-McElmurry Charitable Trust has awarded grants in Oklahoma.

What size grants does Davis-McElmurry Charitable Trust award?

In 2024, Davis-McElmurry Charitable Trust awarded 3 grants totaling $232K — an average of about $77K per grant, based on its IRS Form 990 filings.

How much is Davis-McElmurry Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Davis-McElmurry Charitable Trust reported a distributable amount of $270K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Davis-McElmurry Charitable Trust's EIN?

Davis-McElmurry Charitable Trust's EIN (Employer Identification Number) is 32-6048304. IRS Form 990 filing data is available on this page for 2020–2024.