Holbrook R & Sarah M Davis Foundation

COTUIT, MA EIN: 04-2728175

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

12states
+4 more states

Cities

AlbanyAllentownAnnapolisArlingtonBarnstable VillageBlue Mountain LakeBooneBostonBrooklineCambridgeCantonCentervilleCharlottesvilleCity Of IndustryCotuitCranstonDublinElk GroveElmiraFall River

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$242K$485K$727K$970K20202021202220232024
Metric202420232022
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

$0$14K$28K$42K$56K43 grants202052 grants202150 grants202256 grants202358 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

DUBLIN SCHOOL$3KFOOD BANK OF THE SOUTHER…$3KBARNSTABLE CLEAN WATER C…$2KCURE ALZHEIMERS FUND$2KCAPE ABILITIES INC$2KCAPE COD HEALTHCARE FOUN…$2KALLIANCE FOR TOMPOTIKA C…$1KCAPE COD COMMUNITY COLLE…$1KCAPE COD TIMES NEIGHBORS…$1KCORNELL BOTANIC GARDENS$1K

Grant Size Distribution

243 grants across all recorded years

243<$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 Dublin School ($3,000), Food Bank of the Southern Tier ($2,500), Barnstable Clean Water Coalition ($2,000).

RecipientPurposeAmount
ADIRONDACK CENTER FOR LOON CONSERVATION RAY BROOK, NYCHARITABLE$500
ADIRONDACK FOLK SCHOOL LAKE LUZERNE, NYCHARITABLE$750
ADIRONDACK LAKES CENTER FOR THE ARTS BLUE MOUNTAIN LAKE, NYCHARITABLE$500
ADIRONDACK MOUNTAIN CLUB QUEENSBURY, NYCHARITABLE$500
ALLIANCE FOR TOMPOTIKA CONSERVATION VASHON, WACHARITABLE$1,000
AMERICAN NATIONAL RED CROSS RELIEF FUND BOONE, IACHARITABLE$750
BARNSTABLE CLEAN WATER COALITION OSTERVILLE, MACHARITABLE$2,000
CAPE ABILITIES INC HYANNIS, MACHARITABLE$1,500
CAPE COD COMMUNITY COLLEGE FOUNDATION WEST BARNSTABLE, MACHARITABLE$1,000
CAPE COD HEALTHCARE FOUNDATION HYANNIS, MACHARITABLE$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
SARAH H DAVISPRESIDENT
MAYNARD K DAVISTREASURER
CALEB N DAVISVICE PRESIDENT
MARILYN A MORANDIRECTOR

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.

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

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