Davis Publications Charitable Trust
Davis Publications Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Worcester, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $285K in total assets. In 2025, it awarded 22 grants totaling $16K. Net investment income was $7K.
Key facts about Davis Publications Charitable Trust
In short: Davis Publications Charitable Trust gave $16K across 22 grants in 2025 (avg $709.091), mostly in Massachusetts. 14% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 04-6880358
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $15,600
- Grants made (2025)
- 22
- Average grant
- $709
- Median grant
- $500
- New grantees (estimate)
- 14% first-time grantees (3 of 22, 2025)
- Total assets
- $284,615
- Primary geography
- Massachusetts (95% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$285K
+7.1% YoY
Annual Giving
$16K
-7.4% YoY
Grant Count
22
-8.3% YoY
Avg Grant Size
$709.091
+1.0% YoY
Under IRS private-foundation payout rules, Davis Publications Charitable Trust reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.
Is Davis Publications Charitable Trust open to new grantees?
14%
first-time grantees, 2025
In 2025, 3 of 22 grantees (14%) were first-time recipients. First grants averaged $417; repeat grants $755. How we count
Medians: $500 first-time, $500 repeat.
- 86% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−20%). Method
- In 2025 it paid out 119% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 22 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
118 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UNITED WAY Worcester, MA | GENERAL PURPOSE | $3,000 |
| AFRICAN COMMUNITY EDUCATION Worcester, MA | GENERAL PURPOSE | $1,000 |
| ARTSWORCESTER Worcester, MA | GENERAL PURPOSE | $1,000 |
| CENTRO Worcester, MA | GENERAL PURPOSE | $1,000 |
| JOY OF MUSIC PROGRAM Worcester, MA | GENERAL PURPOSE | $1,000 |
| WORCESTER ANIMAL RESCUE LEAGUE Worcester, MA | GENERAL PURPOSE | $1,000 |
| WORCESTER HISTORICAL MUSEUM Worcester, MA | GENERAL PURPOSE | $1,000 |
| AMERICAN ANTIQUARIAN SOCIETY Worcester, MA | GENERAL PURPOSE | $500 |
| CROCODILE RIVER MUSIC Worcester, MA | GENERAL PURPOSE | $500 |
| EDWARD STREET CHILD SERVICES Worcester, MA | GENERAL PURPOSE | $500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $284,615 | $265,693 | $262,267 |
| Revenue | $9,778 | $9,441 | $-9,853 |
| Expenses | $18,473 | $19,782 | $23,643 |
| Qualifying Distributions | $15,600 | $16,850 | $19,950 |
| Net Investment Income | $6,905 | $6,509 | $3,219 |
| Distributable Amount | $13,098 | $12,716 | $12,314 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 13, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Officers and directors from IRS filings
Davis Publications Charitable Trust is led by Julian Wade, President & Trustee on every filing since 2020; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Julian Wade
President & Trustee
On filings since 2020
1 hr/week
No compensation reported
Curtis Reid
Chairman of Board & Trustee
On filings since 2021
1 hr/week
No compensation reported
P. Jeffrey Davis
Clerk, Secretary & Trustee
On filings since 2020
1 hr/week
No compensation reported
Erika D. Wade
Treasurer, Assistant Clerk & Secretary
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Mark W. Davis (2020) — Chairman of Board & 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 Publications Charitable Trust
How much does Davis Publications Charitable Trust give each year?
Davis Publications Charitable Trust gave $16K across 22 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 24 grants.
What is Davis Publications Charitable Trust's typical grant size?
Davis Publications Charitable Trust's median grant in 2025 was $500, and its average grant was $709, across 22 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Davis Publications Charitable Trust that year got $417 on average.
Where does Davis Publications Charitable Trust give grants?
Davis Publications Charitable Trust gives mostly in Massachusetts: 95% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Worcester, MA (19 grants).
Does Davis Publications Charitable Trust give general operating support?
Yes: 100% of Davis Publications Charitable Trust's 2025 grants with a stated purpose (22 of 22) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Davis Publications Charitable Trust's largest grantees?
Davis Publications Charitable Trust's largest 2025 grantees include United Way ($3,000), African Community Education ($1,000) and Artsworcester ($1,000), according to its 2025 IRS Form 990-PF. Together they received 32% of its itemized 2025 grant dollars.
How large is Davis Publications Charitable Trust?
Davis Publications Charitable Trust reported $285K in total assets on its 2025 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets).
What is Davis Publications Charitable Trust?
Davis Publications Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Worcester, MA. It holds $285K in total assets as of 2025.
What is Davis Publications Charitable Trust's EIN?
Davis Publications Charitable Trust's EIN (Employer Identification Number) is 04-6880358. 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.
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