Martha W Davis Charitable Tua C0

Private foundation · Grantmaker Orlando, FL EIN: 56-6574243

Martha W Davis Charitable Tua C0 is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $396K in total assets. In 2025, it awarded 3 grants totaling $5K. Net investment income was $11K.

Key facts about Martha W Davis Charitable Tua C0

In short: Martha W Davis Charitable Tua C0 gave $5K across 3 grants in 2025 (avg $2K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.

EIN
56-6574243
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$5,403
Grants made (2025)
3
Average grant
$1,801
Median grant
$1,801
Total assets
$396,414
Primary geography
North Carolina (67% 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

$396K

-0.2% YoY

Annual Giving

$5K

-17.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$2K

-17.0% YoY

Under IRS private-foundation payout rules, Martha W Davis Charitable Tua C0 reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.

How Martha W Davis Charitable Tua C0 gives

  • Giving fell 67% from 2022 to 2025. Method
  • In 2025 it paid out 57% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 3 itemized 2025 grant dollars.

Cities

Barium SpringsRichmondWilson

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K3 grants20193 grants20203 grants20213 grants20223 grants20233 grants20243 grants2025

From 2019 to 2025, annual grant giving ranged from $5K (2025) to $28K (2019). In 2025 it made 3 grants totaling $5K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Union Theological Seminary: $2KUnion Theological Seminary$2KBarium Springs Home for Children: $2KBarium Springs Home forChildren$2KFirst Presbyterian Church: $2KFirst Presbyterian Church$2K

The largest 2025 recipient was Union Theological Seminary ($2K). Together the top 3 received $5K.

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 15 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Union Theological Seminary Richmond, VAFor Fellowships$1,801
Barium Springs Home for Children Barium Springs, NCFor Community Outreach$1,801
First Presbyterian Church Wilson, NCFor Fellowships$1,801

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019202020212022202320242025
Metric202520242023
Total Assets$396,414$397,218$386,427
Revenue$15,585$22,380$-17,855
Expenses$16,384$11,707$18,033
Qualifying Distributions$11,403$9,759$15,500
Net Investment Income$11,023$20,589$9,968
Distributable Amount$20,000$19,180$18,420

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 8, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Martha W Davis Charitable Tua C0's only listed officer is Truist Bank, Trustee on every filing since 2022 (compensated).

Officers on the 2025 filing

  • Truist Bank

    Trustee

    On filings since 2022

    12 hrs/week

    $5K (2022) → $9K (2025)

Data from IRS Form 990 filings, 2022–2025. "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

Truist Bank — Trustee: $9KTruist BankTrustee$9K

The highest reported compensation on the 2025 filing was $9K, to Truist Bank (Trustee).

Frequently asked questions about Martha W Davis Charitable Tua C0

How much does Martha W Davis Charitable Tua C0 give each year?

Martha W Davis Charitable Tua C0 gave $5K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7K across 3 grants.

What is Martha W Davis Charitable Tua C0's typical grant size?

Martha W Davis Charitable Tua C0's median grant in 2025 was $1,801, and its average grant was $1,801, across 3 grants on its 2025 IRS Form 990-PF.

Where does Martha W Davis Charitable Tua C0 give grants?

Martha W Davis Charitable Tua C0 gives mostly in North Carolina: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Virginia (33%).

Does Martha W Davis Charitable Tua C0 give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on Martha W Davis Charitable Tua C0's 2025 IRS Form 990-PF were described as general or operating support.

How large is Martha W Davis Charitable Tua C0?

Martha W Davis Charitable Tua C0 reported $396K in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets).

What is Martha W Davis Charitable Tua C0's EIN?

Martha W Davis Charitable Tua C0's EIN (Employer Identification Number) is 56-6574243. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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