Ethel Davidson Charitable Trust

MILWAUKEE, WI EIN: 91-1919314

Ethel Davidson Charitable Trust is a private foundation focused on Human Services, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $328K in total assets. In 2024, it awarded 5 grants totaling $15K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$328K

-2.2% YoY

Annual Giving

$15K

-22.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

-22.2% YoY

Under IRS private-foundation payout rules, Ethel Davidson Charitable Trust reported a distributable amount of $19K for 2024 — the minimum it must pay out in qualifying distributions.

About Ethel Davidson Charitable Trust

Based on IRS filings

Focus Areas

Human Services

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Washington $87K (100%)

States

Washington

Cities

EverettSeattle

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$328,268	$335,753	$307,249
Revenue	$16,491	$51,692	$6,586
Expenses	$23,991	$27,185	$26,174
Qualifying Distributions	$16,865	$21,211	$20,730
Net Investment Income	$10,204	$45,564	$5,464
Distributable Amount	$19,033	$20,838	$18,603

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

24 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Planned Parenthood of Western Wash ($3,040), Snohomish County Music Project ($3,040), Everett Medic One Foundation ($3,040).

Recipient	Purpose	Amount
PLANNED PARENTHOOD OF WESTERN WASH SEATTLE, WA	GENERAL OPERATING	$3,040
SNOHOMISH COUNTY MUSIC PROJECT EVERETT, WA	GENERAL OPERATING	$3,040
EVERETT MEDIC ONE FOUNDATION EVERETT, WA	GENERAL OPERATING	$3,040
EVERETT SENIOR CENTER FOUNDATION EVERETT, WA	GENERAL OPERATING	$3,040
DEAN'S FUND FOR ALZHEIMER RESEARCH SEATTLE, WA	MEDICAL RESEARCH	$3,040

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK NA	TRUSTEE	1	$6,400

Subject Areas

Focus areas based on grantmaking activity

Human Services

Frequently Asked Questions

What is Ethel Davidson Charitable Trust?

Ethel Davidson Charitable Trust is a private foundation focused on Human Services, based in MILWAUKEE, WI. It holds $328K in total assets as of 2024.

How large is Ethel Davidson Charitable Trust?

As of 2024, Ethel Davidson Charitable Trust holds $328K in total assets with $16K in annual revenue. It awarded 5 grants totaling $15K in 2024.

Where does Ethel Davidson Charitable Trust operate?

Ethel Davidson Charitable Trust has awarded grants in Washington.

What size grants does Ethel Davidson Charitable Trust award?

In 2024, Ethel Davidson Charitable Trust awarded 5 grants totaling $15K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Ethel Davidson Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ethel Davidson Charitable Trust reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ethel Davidson Charitable Trust's EIN?

Ethel Davidson Charitable Trust's EIN (Employer Identification Number) is 91-1919314. IRS Form 990 filing data is available on this page for 2020–2024.