Katherine and John Davis Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEENAH, WI. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 12 grants totaling $155K. Net investment income was $277K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
+9.1% YoY
Annual Giving
$155K
Grant Count
12
Avg Grant Size
$13K
Under IRS private-foundation payout rules, Katherine and John Davis Family reported a distributable amount of $145K for 2024 — the minimum it must pay out in qualifying distributions.
About Katherine and John Davis Family
Based on IRS filings
Katherine and John Davis Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEENAH, WI. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 12 grants totaling $155K. Net investment income was $277K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $1,361,753 | $1,248,134 |
| Revenue | $290,637 | $2,520,606 |
| Expenses | $176,885 | — |
| Qualifying Distributions | $161,189 | — |
| Net Investment Income | $277,462 | $1,506 |
| Distributable Amount | $145,418 | $11,439 |
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
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Wi Foundation ($30,000), Boys & Girls Club of the Fox Valley ($25,000), Planned Parenthood of Wisconsin ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| IUF SCHWARZ FUND INDIANAPOLIS, IN | GENERAL PURPOSE | $5,000 |
| CAMP MANITO-WISH YMCA BOULDER JUNCTION, WI | UPDATE COURTS | $10,000 |
| UNIVERSITY OF WI FOUNDATION MADISON, WI | GRAINGER HALL CAPITAL IMPROVEMENT FUND - PLEDGE AMOUNT. | $30,000 |
| BOYS & GIRLS CLUB OF THE FOX VALLEY APPLETON, WI | B & G CLUB OF NEENAH LOCATION - PLEDGE AMOUNT. | $25,000 |
| PLANNED PARENTHOOD OF WISCONSIN MILWAUKEE, WI | GENERAL PURPOSE. | $25,000 |
| FOX VALLEY MEMORY PROJECT MENASHA, WI | GENERAL PURPOSE. | $10,000 |
| WISCONSIN PUBLIC RADIO MILWAUKEE, WI | GENERAL PURPOSE. | $10,000 |
| FRIENDS OF PBS WISCONSIN MADISON, WI | GENERAL PURPOSE | $10,000 |
| THE REDFORD CENTER SAN FRANSCISCO, CA | GENERAL PURPOSE. | $10,000 |
| CARLETON COLLEGE - PARENTS FUND NORTHFIELD, MN | PARENTS FUND. | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KATHERINE DAVIS | PRESIDENT, SECRETARY | 1 | — |
| JOHN DAVIS | VICE PRESIDENT, TREASURER | 1 | — |
| JOHN DAVIS JR | DIRECTOR | 0.5 | — |
| GRACE DAVIS | DIRECTOR | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Katherine and John Davis Family?
Katherine and John Davis Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEENAH, WI. It holds $1.4M in total assets as of 2024.
How large is Katherine and John Davis Family?
As of 2024, Katherine and John Davis Family holds $1.4M in total assets with $291K in annual revenue. It awarded 12 grants totaling $155K in 2024.
Where does Katherine and John Davis Family operate?
Katherine and John Davis Family has awarded grants in California, Indiana, Minnesota, Wisconsin.
What size grants does Katherine and John Davis Family award?
In 2024, Katherine and John Davis Family awarded 12 grants totaling $155K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Katherine and John Davis Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Katherine and John Davis Family reported a distributable amount of $145K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Katherine and John Davis Family's EIN?
Katherine and John Davis Family's EIN (Employer Identification Number) is 93-4402360. IRS Form 990 filing data is available on this page for 2023–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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