Henry Davis FBO Helen Brightman

Private foundation · Grantmaker Jacksonville, FL EIN: 05-6036093

Henry Davis FBO Helen Brightman is a private foundation, based in Jacksonville, FL. IRS filing data is available from 2019 through 2020. In 2020, it awarded 4 grants totaling $507K. Net investment income was $104K.

Key facts about Henry Davis FBO Helen Brightman

In short: Henry Davis FBO Helen Brightman gave $507K across 4 grants in 2020 (avg $127K), mostly in Rhode Island. Source: 2020 IRS Form 990-PF.

EIN
05-6036093
Latest 990 filing
Form 990-PF, 2020
Annual giving (2020)
$506,686
Grants made (2020)
4
Average grant
$126,672
Median grant
$125,921
Primary geography
Rhode Island (83% of itemized 2020 grant dollars)

Data from IRS Form 990-PF, 2020; updated September 2026.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$507K

+2474.4% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$127K

+2474.4% YoY

Under IRS private-foundation payout rules, Henry Davis FBO Helen Brightman reported a distributable amount of $20K for 2020 — the minimum it must pay out in qualifying distributions.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2020 grant dollars across all 4 itemized grants.

Cities

ProvidenceKingstonWest Nyack

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K4 grants2019 4 grants2020

From 2019 to 2020, annual grant giving ranged from $20K (2019) to $507K (2020). In 2020 it made 4 grants totaling $507K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2020

University of RI Foundation: $170KUniversity of RI Foundation$170KGreater Providence YMCA Finance Department: $167KGreater Providence YMCAFinance Department$167KRotary Charities Fdn of Prov: $85KRotary Charities Fdn of Prov$85KThe Salvation Army: $85KThe Salvation Army$85K

The largest 2020 recipient was University of RI Foundation ($170K). Together the top 4 received $507K.

Grant Size Distribution

8 grants across all recorded years

4<$50K2$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 8 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of RI Foundation Kingston, RIUnrestricted General$169,919
Greater Providence YMCA Finance Department Providence, RIUnrestricted General$166,915
Rotary Charities Fdn of Prov Providence, RIUnrestricted General$84,926
The Salvation Army West Nyack, NYUnrestricted General$84,926

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$200K$400K$600K2019 2020
Metric20202019
Total Assets—$417,305
Revenue$109,908$26,683
Expenses$530,454$28,287
Net Investment Income$103,993$22,559
Distributable Amount$19,673$22,807

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
  3. IRS filings on file for fiscal year 2020

Leadership & Key People

Officers and directors from IRS filings

Henry Davis FBO Helen Brightman's only listed officer is Bank Of America N A, Trustee on every filing since 2019 (compensated).

Officers on the 2020 filing

  • Bank Of America N A

    Trustee

    On filings since 2019

    1 hr/week

    $7K (2019) → $7K (2020)

Data from IRS Form 990 filings, 2019–2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2020 IRS filing

Bank of America N a — Trustee: $7KBank of America N aTrustee$7K

The highest reported compensation on the 2020 filing was $7K, to Bank of America N a (Trustee).

Frequently asked questions about Henry Davis FBO Helen Brightman

How much does Henry Davis FBO Helen Brightman give each year?

Henry Davis FBO Helen Brightman gave $507K across 4 grants in 2020, according to its 2020 IRS Form 990-PF. In 2019 it gave $20K across 4 grants.

What is Henry Davis FBO Helen Brightman's typical grant size?

Henry Davis FBO Helen Brightman's median grant in 2020 was $125,921, and its average grant was $126,672, across 4 grants on its 2020 IRS Form 990-PF.

Where does Henry Davis FBO Helen Brightman give grants?

Henry Davis FBO Helen Brightman gives mostly in Rhode Island: 83% of the grant dollars itemized on its 2020 IRS Form 990-PF went to recipients there. The next largest state was New York (17%). The most frequent recipient cities were Providence, RI (2 grants).

Does Henry Davis FBO Helen Brightman give general operating support?

Yes: 100% of Henry Davis FBO Helen Brightman's 2020 grants with a stated purpose (4 of 4) were for general or operating support, per its 2020 IRS Form 990-PF.

How much is Henry Davis FBO Helen Brightman required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, Henry Davis FBO Helen Brightman reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Henry Davis FBO Helen Brightman's EIN?

Henry Davis FBO Helen Brightman's EIN (Employer Identification Number) is 05-6036093. IRS Form 990 filing data is available on this page for 2019–2020.

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

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