The George and Wendy David Fund is a private foundation based in Farmington, Connecticut. Established in 2014, it operates as a family foundation with limited staffing and focuses on selective grantmaking to preselected charitable organizations.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.1M
-41.2% YoY
Annual Giving
$1.6M
+0.2% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$195K
+0.2% YoY
Under IRS private-foundation payout rules, George and Wendy David Fund reported a distributable amount of $147K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The fund's primary goals include supporting research in urologic oncology, park daily care and maintenance, and the S. Yang Research and Education Fund for Hand Program. Preservation efforts are also a priority for the foundation.
The fund's grantmaking focuses on education, philanthropy, voluntarism and grantmaking, and human services, with particular emphasis on organizations in New York, Rhode Island, and Massachusetts.
Grantmaking
The foundation made 15 grants in 2023 and 8 grants in 2024. Recent notable grants include:
Grant Range
s:**
How to Apply
**
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in New York, Rhode Island, and Massachusetts.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total assets: $3,540,849
- Total revenues: $274,913
- Total expenses: $1,595,187
As of 2024:
- Total assets: $2,082,239
- Total giving: $1,563,000
The foundation has no paid employees.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,082,239 | $3,540,849 | $4,474,418 |
| Revenue | $347,779 | $274,913 | $336,026 |
| Expenses | $1,595,050 | $1,595,187 | $1,431,363 |
| Qualifying Distributions | $1,577,830 | $1,567,615 | $1,348,315 |
| Net Investment Income | $322,849 | $247,341 | $279,578 |
| Distributable Amount | $147,127 | $215,448 | $290,072 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
69 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Woods Hole Oceanographic Institution ($1,000,000), New York University ($200,000), Weill Cornell Medicine ($200,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CENTAL PARK CONSERVANCY NEW YORK, NY | SUPPORT FOR THE PARK'S DAILY CARE AND MAINTENANCE | $10,000 |
| LYCEE FRANCAIS DE NEW YORK NEW YORK, NY | LAMONT-DOHERTY EARTH OBSERVATORY PROGRAM & COLD SPRING HARBOR DNA LAB | $21,000 |
| NEW YORK UNIVERSITY NEW YORK, NY | SCHOLARSHIPS | $200,000 |
| NEWPORT COUNTRY CLUB PRESERVATION FOUNDATION NEWPORT, RI | THE PRESERVATION OF THE LANDMARKED CLUB HOUSE. | $17,000 |
| NEWPORT HISTORICAL SOCIETY NEWPORT, RI | TO COLLECT AND PRESERVE BOOKS, MANUSCRIPTS AND OBJECTS PERTAINING TO NEWPORT'S HISTORY. | $85,000 |
| PHILHARMONIC SYMPHONY SOCIETY OF NEW YORK NEW YORK, NY | TO SUPPORT, MAINTAIN AND OPERATE AN INTERNATIONNALY PREEMINENT SYMPHONY ORCHESTRA IN NEW YORK. | $30,000 |
| WEILL CORNELL MEDICINE NEW YORK, NY | SUPPORT RESEARCH GOALS IN UROLOGIC ONCOLOGY. | $200,000 |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION WOODS HOLE, MA | FUNDING FOR FURTHER UNDERSTANDING OF THE OCEAN AND ITS INTERACTION WITH THE EARTH AS A WHOLE. | $1,000,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- George Al David, Trustee
- Wendy A David, Trustee
Both trustees work approximately one hour per week and receive no compensation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GEORGE AL DAVID | TRUSTEE | 1 | — |
| WENDY A DAVID | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does George and Wendy David Fund fund?
The fund's primary goals include supporting research in urologic oncology, park daily care and maintenance, and the S. Yang Research and Education Fund for Hand Program. Preservation efforts are also a priority for the foundation. The fund's grantmaking focuses on education, philanthropy, voluntarism and grantmaking, and human services, with particular emphasis on organizations in New York, Rhode Island, and Massachusetts.
How do I apply for a grant from George and Wendy David Fund?
**Grant Activity:** The foundation made 15 grants in 2023 and 8 grants in 2024. Recent notable grants include: • Woods Hole Oceanographic Institution: $1,000,000 (2023) for further understanding of the ocean and its interaction with the Earth • Newport Historical Society: $50,000 (2023) to collect and preserve books, manuscripts, and objects pertaining to Newport's history • Lycée Français de New York: $45,200 (2023) for Lamont-Doherty Earth Observatory Program and Cold Spring Harbor DNA Lab **…
Where does George and Wendy David Fund make grants?
The foundation primarily funds organizations in New York, Rhode Island, and Massachusetts.
What size grants does George and Wendy David Fund award?
In 2024, George and Wendy David Fund awarded 8 grants totaling $1.6M — an average of about $195K per grant, based on its IRS Form 990 filings.
How much is George and Wendy David Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, George and Wendy David Fund reported a distributable amount of $147K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is George and Wendy David Fund's EIN?
George and Wendy David Fund's EIN (Employer Identification Number) is 30-6407520. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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