Jeffery and Patricia Davis

Private foundation · Grantmaker Rochester, NY EIN: 47-2606205

Jeffery and Patricia Davis is a private foundation, based in Rochester, NY. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.7M in total assets. In 2026, it awarded 9 grants totaling $101K. Net investment income was $111K.

Jeffery and Patricia Davis at a glance

In short: Jeffery and Patricia Davis gave $101K across 9 grants in 2026 (avg $11K), mostly in New York. Source: 2026 IRS Form 990-PF.

Annual giving (2026)
$101,000
+6.3% vs 2025
Grants made (2026)
9
-10.0% vs 2025
Average grant
$11,222
+18.1% vs 2025
Median grant
$10,000
Total assets
$1,726,375
+0.3% vs 2025
Primary geography
New York (100% of itemized 2026 grant dollars)
Latest 990 filing
Form 990-PF, 2026 View filing

Data from IRS Form 990-PF, 2026; updated September 2026.

Who Jeffery and Patricia Davis funds

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2026

MCC Foundation: $25KMCC Foundation$25KEducation Success Foundation: $20KEducation Success Foundation$20KSchool of the Holy Childhood: $20KSchool of the Holy Childhood$20KMary Cariola Center: $10KMary Cariola Center$10KOak Hill Foundation: $10KOak Hill Foundation$10KPluta Cancer Foundation: $5KPluta Cancer Foundation$5KVeterans Outreach Center: $5KVeterans Outreach Center$5KThe Lobdell Center for Mental Health & Wellness: $5KThe Lobdell Center for MentalHealth & Wellness$5KCanandaigua Lake Watershed Association: $1KCanandaigua Lake WatershedAssociation$1K

The largest 2026 recipient was MCC Foundation ($25K). Together the top 9 received $101K.

Grant Size Distribution

42 grants across all recorded years

42<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 42 grants of 42 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2026 grant dollars across all 9 itemized grants.

States

Cities

RochesterHoneoye FallsCanandaiguaOswegoWebster

How Jeffery and Patricia Davis gives

  • Giving grew 124% from 2023 to 2026. Method
  • In 2026 it paid out 102% of its IRS minimum distribution (the 5% rule). 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

$0$50K$100K$150K10 grants2020 9 grants2021 8 grants2022 7 grants2023 8 grants2024 10 grants2025 9 grants2026

From 2020 to 2026, annual grant giving ranged from $45K (2022) to $101K (2026). In 2026 it made 9 grants totaling $101K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
MCC Foundation Rochester, NYProgram Support$25,000
Education Success Foundation Rochester, NYProgram Support$20,000
School of the Holy Childhood Rochester, NYProgram Support$20,000
Mary Cariola Center Rochester, NYProgram Support$10,000
Oak Hill Foundation Rochester, NYProgram Support$10,000
Pluta Cancer Foundation Rochester, NYProgram Support$5,000
Veterans Outreach Center Rochester, NYProgram Support$5,000
The Lobdell Center for Mental Health & Wellness Oswego, NYProgram Support$5,000
Canandaigua Lake Watershed Association Canandaigua, NYProgram Support$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2026$1,726,375$122,346$117,496$101,0009$101,250$111,224$98,849
2025$1,721,525$410,221$120,875$95,00010$95,000$397,121$91,919
2024$1,432,179$792,029$100,951$91,2508$91,250$707,390$64,195
2023$741,101$15,345$50,871$45,0877$45,087$30,617$43,969
2022$776,627$49,543$52,434$45,0008$45,000$42,109$47,640
2021$779,518$28,369$56,314$47,0009—$19,055$45,552
2020$807,463$16,193$56,051$47,00010—$26,962$43,776

Under IRS private-foundation payout rules, Jeffery and Patricia Davis reported a distributable amount of $99K for 2026 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Jeffery and Patricia Davis's 2026 filing lists 2 officers; none of the 2 officers listed in 2026 report compensation.

Officers on the 2026 filing

  • Jeffery A. Davis

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Patricia R. Davis

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Jeffery and Patricia Davis

How much does Jeffery and Patricia Davis give each year?

Jeffery and Patricia Davis gave $101K across 9 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $95K across 10 grants.

What is Jeffery and Patricia Davis's typical grant size?

Jeffery and Patricia Davis's median grant in 2026 was $10,000, and its average grant was $11,222, across 9 grants on its 2026 IRS Form 990-PF.

Where does Jeffery and Patricia Davis give grants?

Jeffery and Patricia Davis gives mostly in New York: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Rochester, NY (7 grants).

Does Jeffery and Patricia Davis give general operating support?

Not in 2026: none of the 9 grants with a stated purpose on Jeffery and Patricia Davis's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (9 grants).

Who are Jeffery and Patricia Davis's largest grantees?

Jeffery and Patricia Davis's largest 2026 grantees include MCC Foundation ($25,000), Education Success Foundation ($20,000) and School of the Holy Childhood ($20,000), according to its 2026 IRS Form 990-PF. Together they received 64% of its itemized 2026 grant dollars.

How large is Jeffery and Patricia Davis?

Jeffery and Patricia Davis reported $1.7M in total assets on its 2026 IRS Form 990-PF. It paid out $101K in qualifying distributions that year, against a required minimum of $99K (roughly 5% of its investment assets).

What is Jeffery and Patricia Davis's EIN?

Jeffery and Patricia Davis's EIN (Employer Identification Number) is 47-2606205. IRS Form 990 filing data is available on this page for 2020–2026.

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

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS July 29, 2020)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 11, 2021)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 18, 2022)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS September 5, 2023)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS July 19, 2024)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS August 18, 2025)
  7. Added Form 990-PF for fiscal year 2026 (received by the IRS August 25, 2026)
  8. IRS filings on file for fiscal years 2020–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Jeffery and Patricia Davis's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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