R L Davis Charitable Trust Fund is a private foundation focused on Health, based in FARMVILLE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $876K in total assets. In 2024, it awarded 20 grants totaling $34K. Net investment income was $84K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$876K
+1.6% YoY
Annual Giving
$34K
+63.5% YoY
Grant Count
20
+25.0% YoY
Avg Grant Size
$2K
+30.8% YoY
Under IRS private-foundation payout rules, R L Davis Charitable Trust Fund reported a distributable amount of $55K for 2024 — the minimum it must pay out in qualifying distributions.
About R L Davis Charitable Trust Fund
Based on IRS filings
R L Davis Charitable Trust Fund is a private foundation focused on Health, based in FARMVILLE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $876K in total assets. In 2024, it awarded 20 grants totaling $34K. Net investment income was $84K.
Focus Areas
Ready to take the next step with R L Davis Charitable Trust Fund?
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 | $875,855 | $862,384 | $837,454 |
| Revenue | $83,939 | $66,034 | $64,884 |
| Expenses | $67,067 | $45,425 | $42,430 |
| Qualifying Distributions | $62,285 | $43,239 | $41,878 |
| Net Investment Income | $83,939 | $62,664 | $64,884 |
| Distributable Amount | $54,962 | $51,104 | $52,960 |
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
120 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Pharmville Drug ($13,432), My Eye Doctor ($4,177), Drs Warren Hardee Pa ($3,910).
| Recipient | Purpose | Amount |
|---|---|---|
| CAROLINA VISION CENTER GREENVILLE, NC | MEDICAL | $1,256 |
| DR CLAYTON DAVIS OD PLLC GREENVILLE, NC | MEDICAL | $220 |
| DRS WARREN HARDEE PA FARMVILLE, NC | MEDICAL | $3,910 |
| ECAA ANESTHESIA SPECIALISTS CINCINNATI, OH | MEDICAL | $427 |
| ECU HEALTH GREENVILLE, NC | MEDICAL | $1,497 |
| ECU SCHOOL OF DENTAL MEDICINE CHARLOTTE, NC | MEDICAL | $1,204 |
| EDWARDS DENTURES IMPLANTS KINSTON, NC | MEDICAL | $400 |
| FARMVILLE INTERNAL MEDICINE FARMVILLE, NC | MEDICAL | $610 |
| GREENE CO HEALTH CARE SNOW HILL, NC | MEDICAL | $60 |
| MED SOURCE PHARMACY KINSTON, NC | MEDICINE | $451 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DR BERT WARREN | CHAIRMAN | 1 | — |
| S ALLEN PARAMORE III | SECRETARYTREASURER | 15 | $7,000 |
| JOHN MOORE | VICE CHAIRMAN | 0.25 | — |
| CHRIS EDWARDS | DIRECTOR | 0.25 | — |
| KEARNEY LONG | DIRECTOR | 0.25 | — |
| DAVID SHACKLEFORD | DIRECTOR | 0.25 | — |
| NEAL FOX | DIRECTOR | 0.25 | — |
| LYNN JONES | DIRECTOR | 0.25 | — |
| DEBORAH TERRELL | SECRETARYTREASURER | 15 | $5,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is R L Davis Charitable Trust Fund?
R L Davis Charitable Trust Fund is a private foundation focused on Health, based in FARMVILLE, NC. It holds $876K in total assets as of 2024.
How large is R L Davis Charitable Trust Fund?
As of 2024, R L Davis Charitable Trust Fund holds $876K in total assets with $84K in annual revenue. It awarded 20 grants totaling $34K in 2024.
Where does R L Davis Charitable Trust Fund operate?
R L Davis Charitable Trust Fund has awarded grants in Florida, North Carolina, Ohio, Tennessee.
What size grants does R L Davis Charitable Trust Fund award?
In 2024, R L Davis Charitable Trust Fund awarded 20 grants totaling $34K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is R L Davis Charitable Trust Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, R L Davis Charitable Trust Fund reported a distributable amount of $55K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in R L Davis Charitable Trust Fund's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Direct Relief
SANTA BARBARA, CA
Assets
$1.2B
Grants
118
Total Given
$30.5M
Community Care of North Carolina Inc
GARNER, NC
Assets
$129.3M
Grants
274
Total Given
$11.2M
The Duke Endowment
CHARLOTTE, NC
Assets
$3.6B
Grants
480
Total Given
$251.2M
State Employees Credit Union Foundation
RALEIGH, NC
Assets
$68.8M
Grants
1,788
Total Given
$17.3M
Foundation for the Carolinas
CHARLOTTE, NC
Assets
$3.9B
Grants
1,605
Total Given
$609.1M
Dogwood Health Trust
ASHEVILLE, NC
Assets
$2.0B
Grants
835
Total Given
$148.2M
The Winston-Salem Foundation
WINSTONSALEM, NC
Assets
$630.1M
Grants
823
Total Given
$88.8M
GiveClear Foundation
CHARLOTTE, NC
Assets
$215.4M
Grants
816
Total Given
$28.8M
North Carolina Community Foundation
RALEIGH, NC
Assets
$569.1M
Grants
732
Total Given
$30.6M
The Labcorp Charitable Foundation
BURLINGTON, NC
Assets
$19.8M
Grants
558
Total Given
$2.6M
Triangle Community Foundation Inc
DURHAM, NC
Assets
$311.2M
Grants
558
Total Given
$23.4M
The Community Foundation
ASHEVILLE, NC
Assets
$434.9M
Grants
514
Total Given
$17.7M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with R L Davis Charitable Trust Fund on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching R L Davis Charitable Trust Fund to a real strategy.