Martha W Davis Charitable Tua C0

ORLANDO, FL EIN: 56-6574243

Martha W Davis Charitable Tua C0 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $397K in total assets. In 2024, it awarded 3 grants totaling $7K. Net investment income was $21K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$397K

+2.8% YoY

Annual Giving

$7K

-45.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

-45.8% YoY

Under IRS private-foundation payout rules, Martha W Davis Charitable Tua C0 reported a distributable amount of $19K for 2024 — the minimum it must pay out in qualifying distributions.

About Martha W Davis Charitable Tua C0

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $54K (67%)

Virginia $27K (33%)

States

North Carolina Virginia

Cities

Barium SpringsRichmondWilson

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$397,218	$386,427	$421,928
Revenue	$22,380	$-17,855	$-10,215
Expenses	$11,707	$18,033	$22,859
Qualifying Distributions	$9,759	$15,500	$20,000
Net Investment Income	$20,589	$9,968	$7,750
Distributable Amount	$19,180	$18,420	$19,761

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Union Theological Seminary ($2,170), Barium Springs Home for Children ($2,170), First Presbyterian Church ($2,170).

Recipient	Purpose	Amount
UNION THEOLOGICAL SEMINARY RICHMOND, VA	FOR FELLOWSHIPS	$2,170
BARIUM SPRINGS HOME FOR CHILDREN BARIUM SPRINGS, NC	FOR COMMUNITY OUTREACH	$2,170
FIRST PRESBYTERIAN CHURCH WILSON, NC	FOR FELLOWSHIPS	$2,170

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
TRUIST BANK	TRUSTEE	12	$3,498

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Martha W Davis Charitable Tua C0?

Martha W Davis Charitable Tua C0 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. It holds $397K in total assets as of 2024.

How large is Martha W Davis Charitable Tua C0?

As of 2024, Martha W Davis Charitable Tua C0 holds $397K in total assets with $22K in annual revenue. It awarded 3 grants totaling $7K in 2024.

Where does Martha W Davis Charitable Tua C0 operate?

Martha W Davis Charitable Tua C0 has awarded grants in North Carolina, Virginia.

What size grants does Martha W Davis Charitable Tua C0 award?

In 2024, Martha W Davis Charitable Tua C0 awarded 3 grants totaling $7K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Martha W Davis Charitable Tua C0 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Martha W Davis Charitable Tua C0 reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.