Margaret L Davis Trust Fund Xxxxx9003 is a private foundation focused on Education, based in CHICAGO, IL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $575K in total assets. In 2024, it awarded 14 grants totaling $27K. Net investment income was $158K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$575K
+28.6% YoY
Annual Giving
$27K
+15.9% YoY
Grant Count
14
-6.7% YoY
Avg Grant Size
$2K
+24.2% YoY
Under IRS private-foundation payout rules, Margaret L Davis Trust Fund Xxxxx9003 reported a distributable amount of $29K for 2024 — the minimum it must pay out in qualifying distributions.
About Margaret L Davis Trust Fund Xxxxx9003
Based on IRS filings
Margaret L Davis Trust Fund Xxxxx9003 is a private foundation focused on Education, based in CHICAGO, IL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $575K in total assets. In 2024, it awarded 14 grants totaling $27K. Net investment income was $158K.
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 | 2022 |
|---|---|---|---|
| Total Assets | $574,985 | $447,134 | $450,238 |
| Revenue | $161,224 | $20,676 | $38,760 |
| Expenses | $35,583 | $28,435 | $30,325 |
| Qualifying Distributions | $31,874 | $27,552 | $29,314 |
| Net Investment Income | $157,541 | $20,310 | $38,629 |
| Distributable Amount | $28,760 | $30,123 | $27,762 |
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
78 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ding Oo ($2,280), Alexis Nix ($2,280), Abigail Seitz ($2,280).
| Recipient | Purpose | Amount |
|---|---|---|
| DING OO BLOOMINGTON, IN | SCHOLARSHIP | $2,280 |
| SELENA LIN WEST LAFAYETTE, IN | SCHOLARSHIP | $2,187 |
| VANCER MANG INDIANAPOLIS, IN | SCHOLARSHIP | $2,187 |
| ALEXIS NIX MUNCIE, IN | SCHOLARSHIP | $2,280 |
| ABIGAIL SEITZ INDIANAPOLIS, IN | SCHOLARSHIP | $2,280 |
| XOEY WASHINGTON TERRE HAUTE, IN | SCHOLARSHIP | $2,280 |
| VELTHACHIN BAWIHRIN INDIANAPOLIS, IN | SCHOLARSHIP | $2,187 |
| LAUREN FOWERBAUGH TERRE HAUTE, IN | SCHOLARSHIP | $1,000 |
| NANCI MONROY TERRE HAUTE, IN | SCHOLARSHIP | $1,000 |
| ALA THA HNEM ZI INDIANAPOLIS, IN | SCHOLARSHIP | $2,187 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JP MORGAN CHASE BANK N A | TRUSTEE | 2 | $7,936 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Margaret L Davis Trust Fund Xxxxx9003?
Margaret L Davis Trust Fund Xxxxx9003 is a private foundation focused on Education, based in CHICAGO, IL. It holds $575K in total assets as of 2024.
How large is Margaret L Davis Trust Fund Xxxxx9003?
As of 2024, Margaret L Davis Trust Fund Xxxxx9003 holds $575K in total assets with $161K in annual revenue. It awarded 14 grants totaling $27K in 2024.
Where does Margaret L Davis Trust Fund Xxxxx9003 operate?
Margaret L Davis Trust Fund Xxxxx9003 has awarded grants in Connecticut, Idaho, Indiana, Kentucky, Ohio, Tennessee, Wisconsin.
What size grants does Margaret L Davis Trust Fund Xxxxx9003 award?
In 2024, Margaret L Davis Trust Fund Xxxxx9003 awarded 14 grants totaling $27K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Margaret L Davis Trust Fund Xxxxx9003 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Margaret L Davis Trust Fund Xxxxx9003 reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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