R L Davis Charitable Trust Fund
R L Davis Charitable Trust Fund is a private foundation based in Farmville, North Carolina. It provides medicine and medical treatment to people who are poor and needy, with eligibility determined through a personal interview and information about an applicant’s circumstances.
R L Davis Charitable Trust Fund at a glance
In short: R L Davis Charitable Trust Fund gave $31K across 25 grants in 2025 (avg $1K), mostly in North Carolina. 40% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $31,096
- -7.3% vs 2024
- Grants made (2025)
- 25
- +25.0% vs 2024
- Average grant
- $1,244
- -25.8% vs 2024
- Median grant
- $500
- Total assets
- $882,291
- +0.7% vs 2024
- New grantees (estimate)
- 40% first-time grantees (10 of 25, 2025)
- Primary geography
- North Carolina (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to R L Davis Charitable Trust Fund
- How to Apply
-
Applications must be made in person to allow for a personal interview. There is no standard form. Applicants are asked for information about the health problem, financial resources, marital and dependent status, and place of residence. Applicants must live within five miles of Farmville or on land owned by heirs of R. L. Davis, and must be judged needy based on information obtained in the interview. Grants are limited to assisting the poor and needy.
- Review Cycle
- Business day — any time.
- Deadline
- Business day — any time.
- Contact
Application contact: S Allen Paramore
Mailing address: 4233 East Church St, Farmville, NC 27828
Phone: (252) 753-2900
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who R L Davis Charitable Trust Fund funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Pharmville Drug ($12K). Together the top 10 received $28K.
Grant Size Distribution
112 grants across all recorded years
The most common grant size was under $50K: 112 grants of 112 (100%).
Geographic Focus
Where this funder awards grants
Applicants must live within a five-mile radius of Farmville or on land owned by heirs of R. L. Davis. In 2025, 98% of grant dollars went to North Carolina recipients and 2% to California recipients.
Grant Distribution by State
Share of 2025 grant dollars across all 25 itemized grants.
Cities
Is R L Davis Charitable Trust Fund open to new grantees?
40%
first-time grantees, 2025
In 2025, 10 of 25 grantees (40%) were first-time recipients. First grants averaged $264; repeat grants $2K. How we count
Medians: $226 first-time, $778 repeat.
- 48% of 2025 grantees were also funded in 2024. Method
- Giving grew 37% from 2022 to 2025. Method
- In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $21K (2023) to $46K (2021). In 2025 it made 25 grants totaling $31K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pharmville Drug Farmville, NC | Medicine | $12,047 |
| My Eye Doctor Greenville, NC | Medical | $4,327 |
| DRS Warren Hardee PA Farmville, NC | Medical | $4,280 |
| Walmart Vision Center Greenville, NC | Medical | $1,501 |
| Physicians East - Farmville Farmville, NC | Medical | $1,444 |
| ECU Health Greenville, NC | Medical | $1,350 |
| Physicians East - Greenville Greenville, NC | Medical | $808 |
| Dr Clayton Davis Od PLLC Greenville, NC | Medical | $778 |
| East Carolina Anesthesia Associates Greenville, NC | Medical | $565 |
| Farmville Internal Medicine Farmville, NC | Medical | $504 |
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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 | $882,291 | $65,098 | $59,147 | $31,096 | 25 | $58,262 | $63,648 | $60,334 |
| 2024 | $875,855 | $83,939 | $67,067 | $33,537 | 20 | $62,285 | $83,939 | $54,962 |
| 2023 | $862,384 | $66,034 | $45,425 | $20,514 | 16 | $43,239 | $62,664 | $51,104 |
| 2022 | $837,454 | $64,884 | $42,430 | $22,745 | 20 | $41,878 | $64,884 | $52,960 |
| 2021 | $814,708 | $44,747 | $66,179 | $46,109 | 31 | — | $39,747 | $55,855 |
| 2020 | $836,140 | $49,841 | $52,767 | $32,641 | 33 | — | $49,841 | $48,206 |
Under IRS private-foundation payout rules, R L Davis Charitable Trust Fund reported a distributable amount of $60K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s stated direct charitable activity is to provide medicine and medical treatment to the poor. Its 2025 grants largely went to medical providers, including pharmacies, vision centers, and physicians. Greene County Health Care Incorporated, which received $60 in 2025, describes its mission as providing high-quality, integrated, affordable care to people in Greene, Pitt, and Pamlico counties and eastern North Carolina.
Grantmaking
In 2025, the fund reported 25 grants totaling $31,096. Grants ranged from $17 to $12,047, with a median of $500. The largest awards included $12,047 to Pharmville Drug in Farmville for medicine; $4,327 to My Eye Doctor in Greenville for medical care; and $4,280 to Drs Warren Hardee PA in Farmville for medical care. Other grants included $1,501 to Walmart Vision Center, $1,444 to Physicians East - Farmville, and $1,350 to ECU Health. In 2025, 98% of grant dollars went to recipients in North Carolina and 2% to recipients in California.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Dr Bert Warren as chairman; S Allen Paramore III as secretary-treasurer; and John Moore as vice chairman. Directors listed are Chris Edwards, Kearney Long, David Shackleford, Neal Fox, and Lynn Jones. Deborah Terrell is listed as substitute employee.
R L Davis Charitable Trust Fund is led by Bert Warren Jr., Chairman since 2022 (on filings since 2020); 2 of 9 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bert Warren Jr.
Chairman
President → Chairman, 2022
On filings since 2020
1 hr/week
No compensation reported
Chris Edwards
Director
On filings since 2022
0.3 hrs/week
No compensation reported
David Shackleford
Director
On filings since 2022
0.3 hrs/week
No compensation reported
Kearney Long
Director
On filings since 2022
0.3 hrs/week
No compensation reported
Neal Fox
Director
On filings since 2022
0.3 hrs/week
No compensation reported
Lynn Jones
Director
On filings since 2024
0.3 hrs/week
No compensation reported
Deborah R. Terrell
Substitute Employee
Secretary → Secretarytreasurer, 2024
Secretarytreasurer → Substitute Employee, 2025
On filings since 2022
0.3 hrs/week
$6K (2022) → $160 (2025)
S. Allen Paramore III
Secretarytreasurer
On filings since 2024
15 hrs/week
$7K (2024) → $12K (2025)
John Moore
Vice Chairman
Director → Vice Chairman, 2022
On filings since 2020
0.3 hrs/week
No compensation reported
Former officers (5)
- Former: Josh Walker (2022–2023) — Director
- Former: Durwood Little (2020–2022) — S
- Former: Charles Rice CPA (2020–2021) — Director
- Former: Doug Henry (2020–2021) — Director
- Former: Eric Pierce (2020–2021) — Director
Data from IRS Form 990 filings, 2020–2025. "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 $12K, to S Allen Paramore III (Secretarytreasurer). 2 officers or directors reported compensation on that filing.
Frequently asked questions about R L Davis Charitable Trust Fund
How much does R L Davis Charitable Trust Fund give each year?
R L Davis Charitable Trust Fund gave $31K across 25 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $34K across 20 grants.
What is R L Davis Charitable Trust Fund's typical grant size?
R L Davis Charitable Trust Fund's median grant in 2025 was $500, and its average grant was $1,244, across 25 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from R L Davis Charitable Trust Fund that year got $264 on average.
Where does R L Davis Charitable Trust Fund give grants?
R L Davis Charitable Trust Fund gives mostly in North Carolina: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Greenville, NC (15 grants), Farmville, NC (4 grants) and Charlotte, NC (2 grants).
Does R L Davis Charitable Trust Fund give general operating support?
Not in 2025: none of the 25 grants with a stated purpose on R L Davis Charitable Trust Fund's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Medical" (24 grants).
Who are R L Davis Charitable Trust Fund's largest grantees?
R L Davis Charitable Trust Fund's largest 2025 grantees include Pharmville Drug ($12,047), My Eye Doctor ($4,327) and DRS Warren Hardee PA ($4,280), according to its 2025 IRS Form 990-PF. Together they received 66% of its itemized 2025 grant dollars.
How large is R L Davis Charitable Trust Fund?
R L Davis Charitable Trust Fund reported $882K in total assets on its 2025 IRS Form 990-PF. It paid out $58K in qualifying distributions that year, against a required minimum of $60K (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 R L Davis Charitable Trust Fund fund?
The foundation’s stated direct charitable activity is to provide medicine and medical treatment to the poor. Its 2025 grants largely went to medical providers, including pharmacies, vision centers, and physicians. See mission & focus areas ↑
How do I apply for a grant from R L Davis Charitable Trust Fund?
Applications must be made in person to allow for a personal interview. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is R L Davis Charitable Trust Fund's EIN?
R L Davis Charitable Trust Fund's EIN (Employer Identification Number) is 56-6045863. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 2, 2026)
- IRS filings on file for fiscal years 2020–2025
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