Holbrook R & Sarah M Davis Foundation
Holbrook R & Sarah M Davis Foundation is a private foundation, based in COTUIT, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 58 grants totaling $47K. Net investment income was $31K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
-1.7% YoY
Annual Giving
$47K
-16.1% YoY
Grant Count
58
+3.6% YoY
Avg Grant Size
$810.345
-19.0% YoY
Under IRS private-foundation payout rules, Holbrook R & Sarah M Davis Foundation reported a distributable amount of $61K for 2024 — the minimum it must pay out in qualifying distributions.
About Holbrook R & Sarah M Davis Foundation
Based on IRS filings
Holbrook R & Sarah M Davis Foundation is a private foundation, based in COTUIT, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 58 grants totaling $47K. Net investment income was $31K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,166,577 | $1,186,847 | $1,017,419 |
| Revenue | $31,206 | $21,561 | $-968 |
| Expenses | $51,476 | $59,602 | $65,133 |
| Qualifying Distributions | $50,313 | $58,796 | $50,000 |
| Net Investment Income | $30,632 | $26,718 | $23,816 |
| Distributable Amount | $61,028 | $53,546 | $54,493 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
243 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Dublin School ($3,000), Food Bank of the Southern Tier ($2,500), Barnstable Clean Water Coalition ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ADIRONDACK CENTER FOR LOON CONSERVATION RAY BROOK, NY | CHARITABLE | $500 |
| ADIRONDACK FOLK SCHOOL LAKE LUZERNE, NY | CHARITABLE | $750 |
| ADIRONDACK LAKES CENTER FOR THE ARTS BLUE MOUNTAIN LAKE, NY | CHARITABLE | $500 |
| ADIRONDACK MOUNTAIN CLUB QUEENSBURY, NY | CHARITABLE | $500 |
| ALLIANCE FOR TOMPOTIKA CONSERVATION VASHON, WA | CHARITABLE | $1,000 |
| AMERICAN NATIONAL RED CROSS RELIEF FUND BOONE, IA | CHARITABLE | $750 |
| BARNSTABLE CLEAN WATER COALITION OSTERVILLE, MA | CHARITABLE | $2,000 |
| CAPE ABILITIES INC HYANNIS, MA | CHARITABLE | $1,500 |
| CAPE COD COMMUNITY COLLEGE FOUNDATION WEST BARNSTABLE, MA | CHARITABLE | $1,000 |
| CAPE COD HEALTHCARE FOUNDATION HYANNIS, MA | CHARITABLE | $1,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SARAH H DAVIS | PRESIDENT | — | — |
| MAYNARD K DAVIS | TREASURER | — | — |
| CALEB N DAVIS | VICE PRESIDENT | — | — |
| MARILYN A MORAN | DIRECTOR | — | — |
Frequently Asked Questions
How large is Holbrook R & Sarah M Davis Foundation?
As of 2024, Holbrook R & Sarah M Davis Foundation holds $1.2M in total assets with $31K in annual revenue. It awarded 58 grants totaling $47K in 2024.
Where does Holbrook R & Sarah M Davis Foundation operate?
Holbrook R & Sarah M Davis Foundation has awarded grants in California, District of Columbia, Florida, Iowa, Massachusetts, Maryland, New Hampshire, New Jersey, New York, Rhode Island, Virginia, Washington.
What size grants does Holbrook R & Sarah M Davis Foundation award?
In 2024, Holbrook R & Sarah M Davis Foundation awarded 58 grants totaling $47K — an average of about $810.345 per grant, based on its IRS Form 990 filings.
How much is Holbrook R & Sarah M Davis Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Holbrook R & Sarah M Davis Foundation reported a distributable amount of $61K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Holbrook R & Sarah M Davis Foundation's EIN?
Holbrook R & Sarah M Davis Foundation's EIN (Employer Identification Number) is 04-2728175. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Holbrook R & Sarah M Davis Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.