Evelyn M Davies Charitable Trust
Evelyn M Davies Charitable Trust is a private foundation based in Poughkeepsie, New York. Its 2025 filing reports grants to charitable organizations for purposes including arts and literacy, education, youth development, health care, and community services.
Evelyn M Davies Charitable Trust at a glance
In short: Evelyn M Davies Charitable Trust gave $252K across 28 grants in 2025 (avg $9K), mostly in New York. 17% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $252,000
- +16.7% vs 2024
- Grants made (2025)
- 28
- +27.3% vs 2024
- Average grant
- $9,000
- -8.3% vs 2024
- Median grant
- $5,000
- Total assets
- $3,375,690
- -3.5% vs 2024
- New grantees (estimate)
- 17% first-time grantees (4 of 23, 2025; small sample)
- Primary geography
- New York (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Evelyn M Davies Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 504 Haight Avenue, Poughkeepsie, NY 12603
Phone: (845) 454-9048
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Evelyn M Davies Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Bardavon 1869 Opera House Inc ($45K). Together the top 10 received $183K.
Organizations only. It also paid 1 individual scholarship ($20,000), which are not listed by name.
Grant Size Distribution
110 grants across all recorded years
The most common grant size was under $50K: 108 grants of 110 (98%).
Geographic Focus
Where this funder awards grants
In 2025, 98% of grant dollars went to recipients in New York and 2% to recipients in Virginia.
Grant Distribution by State
Share of 2025 grant dollars across all 28 itemized grants.
Cities
Is Evelyn M Davies Charitable Trust open to new grantees?
17%
first-time grantees, 2025
In 2025, 4 of 23 grantees (17%) were first-time recipients. With only 23 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $3K; repeat grants $12K. How we count
Medians: $4K first-time, $5K repeat.
- 83% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $207K (2019) to $253K (2022). In 2025 it made 28 grants totaling $252K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bardavon 1869 Opera House Inc Poughkeepsie, NY | Literary Advancement | $45,000 |
| Blue Path Service Dogs Hopewell Junction, NY | Autism Service Dogs | $25,000 |
| Literacy Connection of the Hudson Valley Poughkeepsie, NY | Literary Advancement | $25,000 |
| Mid Hudson Children's Museum Clinton Corners, NY | Educational Advancement | $20,000 |
| 1 individual scholarship Recipients not named | — | $20,000 |
| Children's Home of Poughkeepsie Hopewell Junction, NY | Youth Development | $15,000 |
| Hudson Valley Hospice Hopewell Junction, NY | Aid to Chronically Ill | $15,000 |
| 13 Hands Equine Rescue Poughkeepsie, NY | Rescue Horses in Need | $5,000 |
| Vassar Brothers Medical Center Lagrangeville, NY | Financial Assistance for Emergency Medical Treatment | $5,000 |
| Sparrows Nest of the Hudson VA Hopewell Junction, NY | Meal Delivery for Cancer Patients | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,375,690 | $178,579 | $349,308 | $252,000 | 28 | $252,000 | $99,724 | $274,755 |
| 2024 | $3,496,419 | $556,348 | $298,808 | $215,950 | 22 | $215,950 | $482,075 | $244,545 |
| 2023 | $3,243,879 | $61,951 | $298,863 | $222,000 | 18 | $222,000 | $7,039 | $216,148 |
| 2022 | $3,475,791 | $120,275 | $336,649 | $252,500 | 21 | $252,500 | $47,786 | $223,559 |
| 2021 | $3,696,115 | $342,058 | $295,930 | $208,950 | 21 | $208,950 | $263,769 | $251,458 |
| 2020 | $3,646,037 | $-40,657 | $278,256 | $208,000 | 25 | — | $21,328 | $208,850 |
| 2019 | $4,062,200 | $-34,071 | $272,256 | $207,000 | 28 | — | $26,323 | $207,456 |
Under IRS private-foundation payout rules, Evelyn M Davies Charitable Trust reported a distributable amount of $275K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for performing arts and literacy, education and scholarships, services for children and people with disabilities, health care, and community programs.
The grantees describe their own work in varied terms: Bardavon 1869 Opera House says it provides live performing arts, arts education, and films for Mid-Hudson Valley residents; Family Services describes programs in behavioral health, victim services, family and youth services, community safety, and prevention; and 13 Hands Equine Rescue says it rescues horses and places them for adoption. These are grantee descriptions, not stated missions of the foundation.
Grantmaking
In filing year 2025, the foundation reported 28 grants totaling $252,000. Grants ranged from $1,000 to $45,000, with a median of $5,000.
Among the reported grants were $45,000 to Bardavon 1869 Opera House for literary advancement; $25,000 each to Blue Path Service Dogs for autism service dogs and Literacy Connection of the Hudson Valley for literary advancement; and $20,000 each to Mid Hudson Children’s Museum for educational advancement and Arlington Central School District for female scholarships to accredited universities. Other grants included $15,000 to Children’s Home of Poughkeepsie for youth development and $15,000 to Hudson Valley Hospice for aid to the chronically ill. The foundation also gave $5,000 each to 13 Hands Equine Rescue, Vassar Brothers Medical Center, Sparrows Nest of the Hudson Valley, East Fishkill Community Library, and Family Services, for the purposes listed in its filing.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Mark V Dennis as trustee.
Evelyn M Davies Charitable Trust is led by Mark V. Dennis, Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2025 filing
Mark V. Dennis
Trustee
On filings since 2019
2 hrs/week
$5K (2019) → $6K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $6K, to Mark V Dennis (Trustee).
Frequently asked questions about Evelyn M Davies Charitable Trust
How much does Evelyn M Davies Charitable Trust give each year?
Evelyn M Davies Charitable Trust gave $252K across 28 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $216K across 22 grants.
What is Evelyn M Davies Charitable Trust's typical grant size?
Evelyn M Davies Charitable Trust's median grant in 2025 was $5,000, and its average grant was $9,000, across 28 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Evelyn M Davies Charitable Trust that year got $3K on average.
Where does Evelyn M Davies Charitable Trust give grants?
Evelyn M Davies Charitable Trust gives mostly in New York: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Poughkeepsie, NY (14 grants), Hopewell Junction, NY (7 grants), Clinton Corners, NY (2 grants) and Lagrangeville, NY (2 grants).
Does Evelyn M Davies Charitable Trust give general operating support?
Not in 2025: none of the 28 grants with a stated purpose on Evelyn M Davies Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Educational Advancement" (3 grants) and "Community Improvement" (3 grants).
Who are Evelyn M Davies Charitable Trust's largest grantees?
Evelyn M Davies Charitable Trust's largest 2025 grantees include Bardavon 1869 Opera House Inc ($45,000), Blue Path Service Dogs ($28,000 across 2 grants) and Mid Hudson Children's Museum ($25,000 across 2 grants), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($20,000), which are not listed by name. Together they received 39% of its itemized 2025 grant dollars.
How large is Evelyn M Davies Charitable Trust?
Evelyn M Davies Charitable Trust reported $3.4M in total assets on its 2025 IRS Form 990-PF. It paid out $252K in qualifying distributions that year, against a required minimum of $275K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Evelyn M Davies Charitable Trust fund?
No mission statement for the foundation is provided. Its 2025 grants include support for performing arts and literacy, education and scholarships, services for children and people with disabilities, health care, and community programs. See mission & focus areas ↑
How do I apply for a grant from Evelyn M Davies Charitable Trust?
The foundation states that it does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Evelyn M Davies Charitable Trust's EIN?
Evelyn M Davies Charitable Trust's EIN (Employer Identification Number) is 46-7353543. IRS Form 990 filing data is available on this page for 2019–2025.
Does Evelyn M Davies Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 10, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 22, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Evelyn M Davies Charitable Trust funds
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Cite this profile
Grantable. (2026). Evelyn M Davies Charitable Trust funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/evelyn-m-davies-charitable-trust-morg_0955e7b81d8b4a2984a5c0eb065b4370
BibTeX
@misc{grantable_467353543_2026,
author = {{Grantable}},
title = {{Evelyn M Davies Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/evelyn-m-davies-charitable-trust-morg_0955e7b81d8b4a2984a5c0eb065b4370},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Evelyn M Davies Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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