Holbrook R & Sarah M Davis Foundation Inc
The Holbrook R & Sarah M Davis Foundation is a private foundation based in Cotuit, Massachusetts. It supports other charitable organizations through grants and, according to its filing, makes contributions only to preselected organizations.
Holbrook R & Sarah M Davis Foundation Inc at a glance
In short: Holbrook R & Sarah M Davis Foundation Inc gave $58K across 64 grants in 2025 (avg $906.25), top state New York. 11% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $58,000
- +23.4% vs 2024
- Grants made (2025)
- 64
- +10.3% vs 2024
- Average grant
- $906
- +11.8% vs 2024
- Median grant
- $500
- Total assets
- $1,152,086
- -1.2% vs 2024
- New grantees (estimate)
- 11% first-time grantees (7 of 64, 2025)
- Primary geography
- New York (34% 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 Holbrook R & Sarah M Davis Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 274 Mariner Circle PO Box 1120, Cotuit, MA 02635
Phone: (508) 428-5600
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Holbrook R & Sarah M Davis Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Dublin School ($5K). Together the top 10 received $22K.
Grant Size Distribution
280 grants across all recorded years
The most common grant size was under $50K: 280 grants of 280 (100%).
Geographic Focus
Where this funder awards grants
In 2025, New York and Massachusetts each accounted for 34% of grant dollars, followed by New Hampshire at 9%, Virginia at 8%, and California at 3%. The largest listed grant went to a New Hampshire organization; other listed recipients were based in New York, Massachusetts, and Washington.
Grant Distribution by State
Share of 2025 grant dollars across all 64 itemized grants.
States
Cities
Is Holbrook R & Sarah M Davis Foundation Inc open to new grantees?
11%
first-time grantees, 2025
In 2025, 7 of 64 grantees (11%) were first-time recipients. First grants averaged $714; repeat grants $930. How we count
Medians: $500 first-time, $500 repeat.
- 86% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+16%). Method
- In 2025 it paid out 95% 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 (2020–2025). 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 2020 to 2025, annual grant giving ranged from $47K (2024) to $58K (2025). In 2025 it made 64 grants totaling $58K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Dublin School Dublin, NH | Charitable | $5,000 |
| Food Bank of the Southern Tier Elmira, NY | Charitable | $3,000 |
| Barnstable Clean Water Coalition Osterville, MA | Charitable | $2,000 |
| Cape Abilities Inc Hyannis, MA | Charitable | $2,000 |
| Cure Alzheimers Fund Wellesley Hills, MA | Charitable | $2,000 |
| Tioga County Rural Ministry Owego, NY | Charitable | $2,000 |
| Cape Cod Healthcare Foundation Hyannis, MA | Charitable | $1,500 |
| Cape Cod Times Neighbors Fund Inc Hyannis, MA | Charitable | $1,500 |
| WSKG Vestal, NY | Charitable | $1,500 |
| North County Public Radio Canton, NY | Charitable | $1,250 |
Ready to take the next step with Holbrook R & Sarah M Davis Foundation Inc?
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 | $1,152,086 | $48,180 | $62,093 | $58,000 | 64 | $61,015 | $47,528 | $64,298 |
| 2024 | $1,166,577 | $31,206 | $51,476 | $47,000 | 58 | $50,313 | $30,632 | $61,028 |
| 2023 | $1,186,847 | $21,561 | $59,602 | $56,000 | 56 | $58,796 | $26,718 | $53,546 |
| 2022 | $1,017,419 | $-968 | $65,133 | $50,000 | 50 | $50,000 | $23,816 | $54,493 |
| 2021 | $1,297,590 | $881,388 | $59,145 | $50,000 | 52 | $50,000 | $872,792 | $51,417 |
| 2020 | $469,459 | $19,168 | $64,619 | $47,800 | 43 | — | $7,220 | $49,530 |
Under IRS private-foundation payout rules, Holbrook R & Sarah M Davis Foundation Inc reported a distributable amount of $64K 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
The foundation’s filing states that it has no direct charitable activities and no program-related investments. Its grant recipients describe work that includes education, support for people in need, disability services, health care, reproductive health, housing, and land preservation. For example, Dublin School says it seeks to foster curiosity, learning, and students’ potential; Tioga County Rural Ministry says it serves unmet needs of people who are poor, sick, or elderly; and Cape Abilities says it provides services and supports to empower people with disabilities.
Grantmaking
In 2025, the foundation reported 64 grants totaling $58,000. Grants ranged from $500 to $5,000, with a median of $500. Its largest listed award was $5,000 to Dublin School in Dublin, New Hampshire. Other notable grants included $3,000 to Food Bank of the Southern Tier and $2,000 each to Barnstable Clean Water Coalition, Cape Abilities, Cure Alzheimer’s Fund, and Tioga County Rural Ministry.
Other 2025 recipients included Cape Cod Times Neighbors Fund ($1,500), Cape Cod Healthcare Foundation ($1,500), CHAMP Homes ($1,000), Barnstable Land Trust ($1,000), Hudson Headwaters Health Network ($1,000), and Planned Parenthood of Greater New York ($1,000). The grantees describe work ranging from urgent assistance for Cape and Islands residents to affordable supportive housing, community health care, and access to reproductive health services.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Sarah H Davis as president, Maynard K Davis as treasurer, Caleb N Davis as vice president, and Marilyn A Moran as director.
Holbrook R & Sarah M Davis Foundation Inc is led by Sarah H. Davis, President since 2023 (on filings since 2021); none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Sarah H. Davis
President
Presidentand Director → President, 2023
On filings since 2021
No compensation reported
Marilyn A. Moran
Director
Clerk & Director → Director, 2023
On filings since 2021
No compensation reported
Caleb N. Davis
Vice President
Vice President & Director → Vice President, 2023
On filings since 2021
No compensation reported
Maynard K. Davis
Treasurer
Treasurer & Director → Treasurer, 2023
On filings since 2021
No compensation reported
Former officers (1)
- Former: TD Bank NA (2020–2022) — Investmnet Management
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Holbrook R & Sarah M Davis Foundation Inc
How much does Holbrook R & Sarah M Davis Foundation Inc give each year?
Holbrook R & Sarah M Davis Foundation Inc gave $58K across 64 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $47K across 58 grants.
What is Holbrook R & Sarah M Davis Foundation Inc's typical grant size?
Holbrook R & Sarah M Davis Foundation Inc's median grant in 2025 was $500, and its average grant was $906, across 64 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Holbrook R & Sarah M Davis Foundation Inc that year got $714 on average.
Where does Holbrook R & Sarah M Davis Foundation Inc give grants?
Holbrook R & Sarah M Davis Foundation Inc's top state is New York, with 34% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Massachusetts (34%) and New Hampshire (9%). The most frequent recipient cities were Charlottesville, VA (6 grants), Long Lake, NY (5 grants), Hyannis, MA (4 grants) and Ithaca, NY (4 grants).
Does Holbrook R & Sarah M Davis Foundation Inc give general operating support?
Not in 2025: none of the 64 grants with a stated purpose on Holbrook R & Sarah M Davis Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (64 grants).
Who are Holbrook R & Sarah M Davis Foundation Inc's largest grantees?
Holbrook R & Sarah M Davis Foundation Inc's largest 2025 grantees include Dublin School ($5,000), Food Bank of the Southern Tier ($3,000) and Barnstable Clean Water Coalition ($2,000), according to its 2025 IRS Form 990-PF. Together they received 17% of its itemized 2025 grant dollars.
How large is Holbrook R & Sarah M Davis Foundation Inc?
Holbrook R & Sarah M Davis Foundation Inc reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $61K in qualifying distributions that year, against a required minimum of $64K (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 Holbrook R & Sarah M Davis Foundation Inc fund?
The foundation’s filing states that it has no direct charitable activities and no program-related investments. Its grant recipients describe work that includes education, support for people in need, disability services, health care, reproductive health, housing, and land preservation. See mission & focus areas ↑
How do I apply for a grant from Holbrook R & Sarah M Davis Foundation Inc?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Holbrook R & Sarah M Davis Foundation Inc's EIN?
Holbrook R & Sarah M Davis Foundation Inc's EIN (Employer Identification Number) is 04-2728175. IRS Form 990 filing data is available on this page for 2020–2025.
Does Holbrook R & Sarah M Davis Foundation Inc 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 27, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 17, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 4, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Holbrook R & Sarah M Davis Foundation Inc funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/holbrook-r-and-sarah-m-davis-foundation-inc-morg_a30820adfaf64e079fb5c06e06733a23
BibTeX
@misc{grantable_042728175_2026,
author = {{Grantable}},
title = {{Holbrook R \& Sarah M Davis Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/holbrook-r-and-sarah-m-davis-foundation-inc-morg_a30820adfaf64e079fb5c06e06733a23},
note = {Accessed 2026-10-05. 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 Holbrook R & Sarah M Davis Foundation Inc'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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