Laurie & Dave Foundation

Private foundation · Grantmaker Lebanon, PA EIN: 81-4857697

Laurie & Dave Foundation is a private foundation, based in Lebanon, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $257K in total assets. In 2025, it awarded 9 grants totaling $132K. Net investment income was $81K.

Key facts about Laurie & Dave Foundation

In short: Laurie & Dave Foundation gave $132K across 9 grants in 2025 (avg $15K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
81-4857697
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$132,427
Grants made (2025)
9
Average grant
$14,714
Median grant
$2,000
Total assets
$256,809
Primary geography
Pennsylvania (98% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$257K

-8.4% YoY

Annual Giving

$132K

-72.7% YoY

Grant Count

9

-18.2% YoY

Avg Grant Size

$15K

-66.6% YoY

Under IRS private-foundation payout rules, Laurie & Dave Foundation reported a distributable amount of $25K for 2025 — the minimum it must pay out in qualifying distributions.

How Laurie & Dave Foundation gives

  • Giving held roughly steady from 2022 to 2025 (−16%). Method
  • In 2025 it paid out 536% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of all 9 itemized 2025 grant dollars.

Cities

LebanonMontgomeryWashingtonCleonaLancasterHarrisburgPhiladelphiaCornwallDallasBaltimoreEaganManheimNew YorkUtica

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K18 grants202014 grants20217 grants202218 grants202311 grants20249 grants2025

From 2020 to 2025, annual grant giving ranged from $90K (2020) to $541K (2023). In 2025 it made 9 grants totaling $132K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

Chestnut Street Community Center: $108KChestnut Street CommunityCenter$108KSusquehanna Area Mountain Bike Association: $10KSusquehanna Area Mountain BikeAssociation$10KSt Luke's Episcopal Church: $5KSt Luke's Episcopal Church$5KSouthern Poverty Law Center: $3KSouthern Poverty Law Center$3KMaking a Difference of Lebanon PA: $2KMaking a Difference of LebanonPA$2KAnchor Lancaster: $2KAnchor Lancaster$2KJubilee Ministries: $1KJubilee Ministries$1KLebanon County Christian Ministries: $1KLebanon County ChristianMinistries$1KCommunity Health Council of Lebanon County: $500Community Health Council ofLebanon County$500

The largest 2025 recipient was Chestnut Street Community Center ($108K). Together the top 9 received $132K.

Grant Size Distribution

59 grants across all recorded years

53<$50K$50–100K4$100–250K1$250–500K1$500K–1M$1–5M$5M+

The most common grant size was under $50K: 53 grants of 59 (90%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Chestnut Street Community Center Lebanon, PAQualified Activities$108,177
Susquehanna Area Mountain Bike Association Harrisburg, PAQualified Activities$10,000
St Luke's Episcopal Church Lebanon, PAQualified Activities$5,000
Southern Poverty Law Center Montgomery, ALQualified Activities$2,500
Making a Difference of Lebanon PA Lebanon, PAQualified Activities$2,000
Anchor Lancaster Lancaster, PAQualified Activities$2,000
Jubilee Ministries Lebanon, PAQualified Activities$1,250
Lebanon County Christian Ministries Lebanon, PAQualified Activities$1,000
Community Health Council of Lebanon County Lebanon, PAQualified Activities$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K202020212022202320242025
Metric202520242023
Total Assets$256,809$280,424$536,074
Revenue$259,249$275,724$682,757
Expenses$135,453$499,626$546,612
Qualifying Distributions$132,427$484,207$541,443
Net Investment Income$80,762$74,326$480,902
Distributable Amount$24,709$25,779$42,082

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Laurie & Dave Foundation is led by David H. Funk, President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • David H. Funk

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Laurie Rc Funk

    Secretary-Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

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.

Frequently asked questions about Laurie & Dave Foundation

How much does Laurie & Dave Foundation give each year?

Laurie & Dave Foundation gave $132K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $484K across 11 grants.

What is Laurie & Dave Foundation's typical grant size?

Laurie & Dave Foundation's median grant in 2025 was $2,000, and its average grant was $14,714, across 9 grants on its 2025 IRS Form 990-PF.

Where does Laurie & Dave Foundation give grants?

Laurie & Dave Foundation gives mostly in Pennsylvania: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lebanon, PA (6 grants).

Does Laurie & Dave Foundation give general operating support?

Not in 2025: none of the 9 grants with a stated purpose on Laurie & Dave Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Qualified Activities" (9 grants).

Who are Laurie & Dave Foundation's largest grantees?

Laurie & Dave Foundation's largest 2025 grantees include Chestnut Street Community Center ($108,177), Susquehanna Area Mountain Bike Association ($10,000) and St Luke's Episcopal Church ($5,000), according to its 2025 IRS Form 990-PF. Together they received 93% of its itemized 2025 grant dollars.

How large is Laurie & Dave Foundation?

Laurie & Dave Foundation reported $257K in total assets on its 2025 IRS Form 990-PF. It paid out $132K in qualifying distributions that year, against a required minimum of $25K (roughly 5% of its investment assets).

What is Laurie & Dave Foundation's EIN?

Laurie & Dave Foundation's EIN (Employer Identification Number) is 81-4857697. 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.

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