Hale Davis Trust
Hale Davis Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.6M in total assets. In 2025, it awarded 1 grants totaling $189K. Net investment income was $295K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.6M
+1.8% YoY
Annual Giving
$189K
+11.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$189K
+11.8% YoY
About Hale Davis Trust
Based on IRS filings
Hale Davis Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.6M in total assets. In 2025, it awarded 1 grants totaling $189K. Net investment income was $295K.
Ready to take the next step with Hale Davis Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,644,520 | $3,580,766 | $3,564,844 |
| Revenue | $332,382 | $117,639 | $-57,738 |
| Expenses | $243,060 | $216,755 | $216,504 |
| Qualifying Distributions | $207,851 | $186,247 | $171,574 |
| Net Investment Income | $294,958 | $77,278 | $48,179 |
| Distributable Amount | $210,801 | $194,759 | $182,178 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $46,047 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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