Margaret L Davis Trust Fund XXXXX9003
Margaret L Davis Trust Fund XXXXX9003 is a private foundation based in Chicago, Illinois. Its filings show grantmaking for scholarships, including scholarships for graduates of Perry Meridian or Southport High Schools in Marion County, Indiana.
Margaret L Davis Trust Fund XXXXX9003 at a glance
In short: Margaret L Davis Trust Fund XXXXX9003 gave $23K across 15 grants in 2025 (avg $2K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $23,128
- -15.7% vs 2024
- Grants made (2025)
- 15
- +7.1% vs 2024
- Average grant
- $1,542
- -21.3% vs 2024
- Median grant
- $1,652
- Total assets
- $564,088
- -1.9% vs 2024
- Primary geography
- Indiana (96% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Margaret L Davis Trust Fund XXXXX9003
- Review Cycle
- The 2023 filing lists April 12. This is a past application cycle.
- Deadline
- The 2023 filing lists April 12.
- Contact
Application contact: Jp Morgan Chase Bank
Mailing address: 10 S Dearborn Il1-0111, Chicago, IL 60603
Phone: (800) 496-2583
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Margaret L Davis Trust Fund XXXXX9003 funds
How this funder distributes its grants
Grant Size Distribution
75 grants across all recorded years
The most common grant size was under $50K: 75 grants of 75 (100%).
Geographic Focus
Where this funder awards grants
The 2025 grants were distributed to recipients in Indiana (96% of grant dollars) and Wisconsin (4%). The 2023 filing identifies scholarship recipients as graduates of Perry Meridian or Southport High Schools in Marion County, Indiana.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
Cities
How Margaret L Davis Trust Fund XXXXX9003 gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 85% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
From 2019 to 2025, annual grant giving ranged from $21K (2021) to $27K (2024). In 2025 it made 15 grants totaling $23K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 15 individual scholarships Recipients not named | — | $23,128 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $564,088 | $25,247 | $38,428 | $23,128 | 15 | $27,765 | $18,682 | $32,715 |
| 2024 | $574,985 | $161,224 | $35,583 | $27,442 | 14 | $31,874 | $157,541 | $28,760 |
| 2023 | $447,134 | $20,676 | $28,435 | $23,670 | 15 | $27,552 | $20,310 | $30,123 |
| 2022 | $450,238 | $38,760 | $30,325 | $25,252 | 16 | $29,314 | $38,629 | $27,762 |
| 2021 | $440,828 | $40,612 | $25,696 | $20,855 | 15 | — | $40,267 | $29,535 |
| 2020 | $424,110 | $24,023 | $26,586 | $23,590 | 18 | — | $23,810 | $24,636 |
| 2019 | $426,172 | $31,291 | $28,169 | $24,442 | 14 | — | $29,564 | $23,776 |
Under IRS private-foundation payout rules, Margaret L Davis Trust Fund XXXXX9003 reported a distributable amount of $33K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement is provided. The foundation’s 2023 filing describes scholarships for graduates of Perry Meridian or Southport High Schools, with awards divided equally between the two schools and intended to last four years. It also states that recipients must maintain “BBETTER GPA”; the filing does not clarify that wording.
Grantmaking
In 2025, the foundation gave 15 grants totaling $23,128. Grants ranged from $1,000 to $2,188, with a median of $1,652. Examples include $2,188 to Gracie Woodall University of Indianapolis for a scholarship and grants to individual recipients for scholarships.
The foundation’s 2023 filing states that it does not restrict giving to preselected organizations. It lists JP Morgan Chase Bank as the contact and an online grants form as the application material.
Leadership & Key People
Leadership team and compensation from IRS filings
JP Morgan Chase Bank NA is listed as trustee on the 2025 filing.
Margaret L Davis Trust Fund XXXXX9003's only listed officer is JP Morgan Chase Bank NA, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2020
2 hrs/week
$3K (2020) → $11K (2025)
Former officers (2)
- Former: JP Morgan Chase Bank N A (2023–2024) — Trustee
- Former: Jp Morgan Chase (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $11K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Margaret L Davis Trust Fund XXXXX9003
How much does Margaret L Davis Trust Fund XXXXX9003 give each year?
Margaret L Davis Trust Fund XXXXX9003 gave $23K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $27K across 14 grants.
What is Margaret L Davis Trust Fund XXXXX9003's typical grant size?
Margaret L Davis Trust Fund XXXXX9003's median grant in 2025 was $1,652, and its average grant was $1,542, across 15 grants on its 2025 IRS Form 990-PF.
Where does Margaret L Davis Trust Fund XXXXX9003 give grants?
Margaret L Davis Trust Fund XXXXX9003 gives mostly in Indiana: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Margaret L Davis Trust Fund XXXXX9003 give general operating support?
Not in 2025: none of the 15 grants with a stated purpose on Margaret L Davis Trust Fund XXXXX9003's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (15 grants).
How large is Margaret L Davis Trust Fund XXXXX9003?
Margaret L Davis Trust Fund XXXXX9003 reported $564K in total assets on its 2025 IRS Form 990-PF. It paid out $28K in qualifying distributions that year, against a required minimum of $33K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Margaret L Davis Trust Fund XXXXX9003 fund?
No mission statement is provided. The foundation’s 2023 filing describes scholarships for graduates of Perry Meridian or Southport High Schools, with awards divided equally between the two schools and intended to last four years. See mission & focus areas ↑
How do I apply for a grant from Margaret L Davis Trust Fund XXXXX9003?
Margaret L Davis Trust Fund XXXXX9003 has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is Margaret L Davis Trust Fund XXXXX9003's EIN?
Margaret L Davis Trust Fund XXXXX9003's EIN (Employer Identification Number) is 35-1973505. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 5, 2026)
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 6, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 5, 2024)
Live grants for the work Margaret L Davis Trust Fund XXXXX9003 funds
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