Ione C Davis Trust
Ione C Davis Trust is a private foundation focused on Education, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.7M in total assets. In 2025, it awarded 5 grants totaling $173K. Net investment income was $90K.
Ione C Davis Trust at a glance
In short: Ione C Davis Trust gave $173K across 5 grants in 2025 (avg $35K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $172,500
- +11.0% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $34,500
- +11.0% vs 2024
- Median grant
- $34,500
- Total assets
- $2,687,008
- -3.7% vs 2024
- Primary geography
- Indiana (60% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Ione C Davis Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Purdue University DIR of Planned Gift ($69K). Together the top 5 received $173K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 20 grants of 25 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Ione C Davis Trust gives
- Giving held roughly steady from 2022 to 2025 (−10%). 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
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $155K (2024) to $192K (2022). In 2025 it made 5 grants totaling $173K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Purdue University DIR of Planned Gift West Lafayette, IN | General Operating | $69,000 |
| Office of General Counsel Indiana Bloomington, IN | Scholarships | $34,500 |
| American Red Cross Washington, DC | General Operating | $34,500 |
| The Salvation Army Hoffman Estates, IL | General Operating | $17,250 |
| St Vincent Hospital Santa Fe, NM | General Operating | $17,250 |
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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 | $2,687,008 | $137,727 | $236,533 | $172,500 | 5 | $182,827 | $89,876 | $191,853 |
| 2024 | $2,788,990 | $357,314 | $215,171 | $155,426 | 5 | $165,479 | $311,240 | $181,522 |
| 2023 | $2,646,938 | $214,743 | $214,550 | $159,553 | 5 | $170,322 | $171,962 | $165,425 |
| 2022 | $2,648,060 | $107,835 | $248,674 | $191,670 | 5 | $202,433 | $65,153 | $174,122 |
| 2021 | $2,789,721 | $427,419 | $249,622 | $191,670 | 5 | $201,143 | $379,319 | $197,090 |
| 2020 | $2,609,711 | $155,958 | $221,216 | $171,927 | 5 | — | $117,489 | $168,846 |
Under IRS private-foundation payout rules, Ione C Davis Trust reported a distributable amount of $192K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ione C Davis Trust's only listed officer is Regions Bank, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2020
1 hr/week
$36K (2020) → $47K (2025)
Former officers (1)
- Former: Regions Bank Trust Dept (2021–2023) — Trustee
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $47K, to Regions Bank (Trustee).
Frequently asked questions about Ione C Davis Trust
How much does Ione C Davis Trust give each year?
Ione C Davis Trust gave $173K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $155K across 5 grants.
What is Ione C Davis Trust's typical grant size?
Ione C Davis Trust's median grant in 2025 was $34,500, and its average grant was $34,500, across 5 grants on its 2025 IRS Form 990-PF.
Where does Ione C Davis Trust give grants?
Ione C Davis Trust gives mostly in Indiana: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (20%) and Illinois (10%).
Does Ione C Davis Trust give general operating support?
Yes: 80% of Ione C Davis Trust's 2025 grants with a stated purpose (4 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Ione C Davis Trust's largest grantees?
Ione C Davis Trust's largest 2025 grantees include Purdue University DIR of Planned Gift ($69,000), Office of General Counsel Indiana ($34,500) and American Red Cross ($34,500), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.
How large is Ione C Davis Trust?
Ione C Davis Trust reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $183K in qualifying distributions that year, against a required minimum of $192K (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 is Ione C Davis Trust?
Ione C Davis Trust is a private foundation focused on Education, based in Birmingham, AL. It holds $2.7M in total assets as of 2025.
What is Ione C Davis Trust's EIN?
Ione C Davis Trust's EIN (Employer Identification Number) is 35-6413272. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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 May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 18, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 23, 2026)
- IRS filings on file for fiscal years 2020–2025
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