Jackie & Bruce Davey Family Foundation
Jackie & Bruce Davey Family Foundation is a private foundation, based in BATH, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 18 grants totaling $22K. Net investment income was $46K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
+13.0% YoY
Annual Giving
$22K
-13.2% YoY
Grant Count
18
+38.5% YoY
Avg Grant Size
$1K
-37.3% YoY
Under IRS private-foundation payout rules, Jackie & Bruce Davey Family Foundation reported a distributable amount of $62K for 2024 — the minimum it must pay out in qualifying distributions.
About Jackie & Bruce Davey Family Foundation
Based on IRS filings
Jackie & Bruce Davey Family Foundation is a private foundation, based in BATH, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 18 grants totaling $22K. Net investment income was $46K.
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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 | $1,279,476 | $1,132,726 | $1,010,332 |
| Revenue | $173,031 | $185,431 | $120,904 |
| Expenses | $26,281 | $63,037 | $77,087 |
| Qualifying Distributions | $22,353 | $25,750 | $45,478 |
| Net Investment Income | $45,679 | $148,182 | $84,376 |
| Distributable Amount | $62,114 | $53,845 | $51,614 |
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
115 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Great Trail Council BSA ($4,833), Conservacy for Cuyahoga Valley Nat ($4,650), Medina United Methodist Church ($4,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Old Trail School Bath, OH | OPERATING FUNDS | $2,850 |
| Medina United Methodist Church Medina, OH | OPERATING FUNDS | $4,000 |
| ARCHBISHOP HOBAN AKRON, OH | OPERATING FUNDS | $2,500 |
| LUMONOS MALBOROUGH, NH | OPERATING FUNDS | $200 |
| Medina County Historical Society Medina, OH | Operating funds | $100 |
| Humane Society of Summit County Twinsburg, OH | Operations | $500 |
| Conservacy for Cuyahoga Valley Nat Peninsula, OH | OPERATING FUNDS | $4,650 |
| Akron Garden Club Fairlawn, OH | Operating Funds | $500 |
| Alzheimer's Association Independence, OH | Operating Funds | $100 |
| Blessings in a Backpack Louisville, KY | Operating Funds | $120 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JACQUELINE E DAVEY | Trustee | 2 | — |
Frequently Asked Questions
How large is Jackie & Bruce Davey Family Foundation?
As of 2024, Jackie & Bruce Davey Family Foundation holds $1.3M in total assets with $173K in annual revenue. It awarded 18 grants totaling $22K in 2024.
Where does Jackie & Bruce Davey Family Foundation operate?
Jackie & Bruce Davey Family Foundation has awarded grants in California, Connecticut, District of Columbia, Florida, Kansas, Kentucky, Maryland, New Hampshire, New York, Ohio, Pennsylvania, Tennessee, Texas, Virginia.
What size grants does Jackie & Bruce Davey Family Foundation award?
In 2024, Jackie & Bruce Davey Family Foundation awarded 18 grants totaling $22K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Jackie & Bruce Davey Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jackie & Bruce Davey Family Foundation reported a distributable amount of $62K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jackie & Bruce Davey Family Foundation's EIN?
Jackie & Bruce Davey Family Foundation's EIN (Employer Identification Number) is 34-6941084. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Jackie & Bruce Davey Family 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.
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