Gilbert F Davis Insurance Trust PF

WINDSOR, VT EIN: 03-6008435

Gilbert F Davis Insurance Trust PF is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINDSOR, VT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $409K in total assets. In 2024, it awarded 8 grants totaling $12K. Net investment income was $17K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$409K

+13.7% YoY

Annual Giving

$12K

+88.4% YoY

Grant Count

8

-20.0% YoY

Avg Grant Size

$2K

+135.5% YoY

About Gilbert F Davis Insurance Trust PF

Based on IRS filings

Gilbert F Davis Insurance Trust PF is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINDSOR, VT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $409K in total assets. In 2024, it awarded 8 grants totaling $12K. Net investment income was $17K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BurlingtonClaremontClarmontDeeringHartfordHartlandLudlowMoultonboroughSaint JohnsSouth RoyaltonWhite River JunctionWindsorWinooskiWoodstock

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$14K$29K$43K$57K2021202220232024
Metric202420232022
Total Assets$408,592$359,437$309,232
Revenue$17,432$5,667$4,335
Expenses$13,550$7,424$16,944
Qualifying Distributions$12,329$6,544$16,078
Net Investment Income$17,432$17,709$29,113
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$12K$16K3 grants20217 grants202210 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Railyard Recreation$4KJB SmithBriere$2KGovernor's Institute of VT$2KWindsor Rec Department$2KWilds of New England$1KPrue Family$400Ottaquechee Health Found…$254Community Dental Clinic$200

Grant Size Distribution

28 grants across all recorded years

28<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Railyard Recreation ($4,000), JB SmithBriere ($2,250), Governor's Institute of VT ($2,055).

RecipientPurposeAmount
Windsor Rec Department Windsor, VTSummer Scholarships$2,000
Wilds of New England Deering, NHSummer Camp$1,170
Community Dental Clinic Clarmont, NHCommunity Dental Clinic$200
Prue Family Woodstock, VTFeeding Specialist$400
JB SmithBriere Saint Johns, FLForensic Evaluation$2,250
Ottaquechee Health Foundation Woodstock, VTSpecial needs stroller$254
Governor's Institute of VT Winooski, VTScholarships for Windsor Students$2,055
Railyard Recreation Windsor, VTSkatepark in Windsor$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Paul VoltmerSecretary

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Gilbert F Davis Insurance Trust PF?

Gilbert F Davis Insurance Trust PF is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINDSOR, VT. It holds $409K in total assets as of 2024.

How large is Gilbert F Davis Insurance Trust PF?

As of 2024, Gilbert F Davis Insurance Trust PF holds $409K in total assets with $17K in annual revenue. It awarded 8 grants totaling $12K in 2024.

Where does Gilbert F Davis Insurance Trust PF operate?

Gilbert F Davis Insurance Trust PF has awarded grants in Florida, New Hampshire, Vermont.

What size grants does Gilbert F Davis Insurance Trust PF award?

In 2024, Gilbert F Davis Insurance Trust PF awarded 8 grants totaling $12K — an average of about $2K per grant, based on its IRS Form 990 filings.

What is Gilbert F Davis Insurance Trust PF's EIN?

Gilbert F Davis Insurance Trust PF's EIN (Employer Identification Number) is 03-6008435. IRS Form 990 filing data is available on this page for 2021–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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