Marietta Davis Trust #20-293

LONG BEACH, CA EIN: 33-6030606

Marietta Davis Trust #20-293 is a private foundation focused on Religion, based in LONG BEACH, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $255K in total assets. In 2024, it awarded 1 grants totaling $17K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$255K

-5.6% YoY

Annual Giving

$17K

-17.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$17K

-17.7% YoY

Under IRS private-foundation payout rules, Marietta Davis Trust #20-293 reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.

About Marietta Davis Trust #20-293

Based on IRS filings

Focus Areas

Religion

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $98K (100%)

States

California

Cities

Long Beach

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$255,175	$270,214	$283,498
Revenue	$10,594	$15,385	$18,323
Expenses	$25,623	$28,708	$31,093
Qualifying Distributions	$22,583	$25,814	$28,130
Net Investment Income	$9,596	$12,708	$15,616
Distributable Amount	$26,223	$23,301	$24,180

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Sisters of the World Incarnate Co St Mary's Med Ctr Fdn ($17,015).

Recipient	Purpose	Amount
SISTERS OF THE WORLD INCARNATE CO ST MARY'S MED CTR FDN LONG BEACH, CA	RELIGIOUS/HEALTHCARE	$17,015

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FARMERS MERCHANTS TRUST CO	TRUSTEE	2	$3,740

Subject Areas

Focus areas based on grantmaking activity

Religion

Frequently Asked Questions

What is Marietta Davis Trust #20-293?

Marietta Davis Trust #20-293 is a private foundation focused on Religion, based in LONG BEACH, CA. It holds $255K in total assets as of 2024.

How large is Marietta Davis Trust #20-293?

As of 2024, Marietta Davis Trust #20-293 holds $255K in total assets with $11K in annual revenue. It awarded 1 grants totaling $17K in 2024.

Where does Marietta Davis Trust #20-293 operate?

Marietta Davis Trust #20-293 has awarded grants in California.

What size grants does Marietta Davis Trust #20-293 award?

In 2024, Marietta Davis Trust #20-293 awarded 1 grants totaling $17K — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is Marietta Davis Trust #20-293 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Marietta Davis Trust #20-293 reported a distributable amount of $26K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.