Ione C Davis Trust

BIRMINGHAM, AL EIN: 35-6413272

Ione C Davis Trust is a private foundation focused on Education, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 5 grants totaling $155K. Net investment income was $311K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.8M

+5.4% YoY

Annual Giving

$155K

-2.6% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$31K

-2.6% YoY

About Ione C Davis Trust

Based on IRS filings

Ione C Davis Trust is a private foundation focused on Education, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 5 grants totaling $155K. Net investment income was $311K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AlexandriaFrankfortGoshenGreenvilleHoffman EstatesIndianapolisKokomoWashingtonWest Lafayette

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$118K$235K$353K$470K20202021202220232024
Metric202420232022
Total Assets$2,788,990$2,646,938$2,648,060
Revenue$357,314$214,743$107,835
Expenses$215,171$214,550$248,674
Qualifying Distributions$165,479$170,322$202,433
Net Investment Income$311,240$171,962$65,153
Distributable Amount$181,522$165,425$174,122

Giving Over Time

Total grant dollars and number of grants per year

$0$48K$96K$144K$192K5 grants20205 grants20215 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

PURDUE UNIVERSITY$62KAMERICAN RED CROSS$31KINDIANA UNIV SCHOOL OF M…$31KTHE SALVATION ARMY$16KST VINCENT FRANKFORT HOS…$16K

Grant Size Distribution

25 grants across all recorded years

20<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

REGIONS BANKTRUSTEE$45K

From 2024 filing

NameTitleHoursCompensation
REGIONS BANKTRUSTEE1$45,263

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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