Randy and Barbara Davies Family

Private foundation · Grantmaker Somerset, PA EIN: 46-1626660

Randy and Barbara Davies Family is a private foundation, based in Somerset, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 13 grants totaling $105K. Net investment income was $112K.

Key facts about Randy and Barbara Davies Family

In short: Randy and Barbara Davies Family gave $105K across 13 grants in 2025 (avg $8K), mostly in Pennsylvania. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
46-1626660
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$105,000
Grants made (2025)
13
Average grant
$8,077
Median grant
$6,000
New grantees (estimate)
0% first-time grantees (0 of 11, 2025)
Total assets
$1,015,177
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.0M

+12.0% YoY

Annual Giving

$105K

+7.1% YoY

Grant Count

13

+8.3% YoY

Avg Grant Size

$8K

-1.1% YoY

Under IRS private-foundation payout rules, Randy and Barbara Davies Family reported a distributable amount of $126K for 2025 — the minimum it must pay out in qualifying distributions.

Is Randy and Barbara Davies Family open to new grantees?

0%

first-time grantees, 2025

In 2025, 0 of 11 grantees (0%) were first-time recipients. How we count

  • 91% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+6%). Method
  • In 2025 it paid out 96% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 13 itemized 2025 grant dollars.

States

Cities

SomersetPittsburghJohnstownBoswellRadnorMurrysville

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K12 grants202017 grants202118 grants202215 grants202312 grants202413 grants2025

From 2020 to 2025, annual grant giving ranged from $61K (2020) to $105K (2025). In 2025 it made 13 grants totaling $105K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Upmc Children's Hospital of PGH Foundation: $30K across 2 grantsUpmc Children's Hospital ofPGH Foundation$30K · 2 grantsSt Judes Chidren's Research Hospital: $20KSt Judes Chidren's ResearchHospital$20KCommunity Foundation for the Alleghenies: $16K across 2 grantsCommunity Foundation for theAlleghenies$16K · 2 grantsNext Step Center: $10KNext Step Center$10KRonald McDonald House: $10KRonald McDonald House$10KMeals on Wheels: $5KMeals on Wheels$5KSomerset County Mobile Food Bank: $5KSomerset County Mobile FoodBank$5KSomerset Area Ministries: $3KSomerset Area Ministries$3KOutdoor Odyssey: $3KOutdoor Odyssey$3KThe Salvation Army: $3KThe Salvation Army$3K

The largest 2025 recipient was Upmc Children's Hospital of PGH Foundation ($30K across 2 grants). Together the top 10 received $104K.

Grant Size Distribution

75 grants across all recorded years

75<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 75 grants of 75 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
St Judes Chidren's Research Hospital Radnor, PAUnrestricted Contribution$20,000
Upmc Children's Hospital of PGH Foundation Pittsburgh, PARestricted Contribution for Whole Child Wellness Clinic$15,000
Upmc Children's Hospital of PGH Foundation Pittsburgh, PARestricted contribution for the nora grace center for creative arts$15,000
Next Step Center Somerset, PAUnrestricted Contribution$10,000
Ronald McDonald House Pittsburgh, PAUnrestricted Contribution$10,000
Community Foundation for the Alleghenies Johnstown, PARestricted Contribution for Operation Beyoutiful$10,000
Community Foundation for the Alleghenies Johnstown, PARestricted Contribution for Walk of Hope, Somerset Fund$6,000
Meals on Wheels Somerset, PAUnrestricted Contribution$5,000
Somerset County Mobile Food Bank Somerset, PAUnrestricted Contribution$5,000
Somerset Area Ministries Somerset, PARestricted Contribution to the Sam Van$3,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K202020212022202320242025
Metric202520242023
Total Assets$1,015,177$906,767$809,085
Revenue$399,529$472,824$39,033
Expenses$135,636$124,587$119,939
Qualifying Distributions$121,007$98,000$94,500
Net Investment Income$112,342$88,019$37,161
Distributable Amount$125,632$105,527$95,071

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS June 7, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 18, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Randy and Barbara Davies Family is led by Barbara Davies, Chairman-Bod & Foundation on every filing since 2020; 1 of 3 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Barbara Davies

    Chairman-Bod & Foundation

    On filings since 2020

    1 hr/week

    No compensation reported

  • Somerset Trust Company

    Trustee

    On filings since 2020

    3 hrs/week

    $10K (2020) → $17K (2025)

  • Randy Davies

    Director

    On filings since 2020

    0.5 hrs/week

    No compensation reported

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

Somerset Trust Company — Trustee: $17KSomerset Trust CompanyTrustee$17K

The highest reported compensation on the 2025 filing was $17K, to Somerset Trust Company (Trustee).

Frequently asked questions about Randy and Barbara Davies Family

How much does Randy and Barbara Davies Family give each year?

Randy and Barbara Davies Family gave $105K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $98K across 12 grants.

What is Randy and Barbara Davies Family's typical grant size?

Randy and Barbara Davies Family's median grant in 2025 was $6,000, and its average grant was $8,077, across 13 grants on its 2025 IRS Form 990-PF.

Where does Randy and Barbara Davies Family give grants?

Randy and Barbara Davies Family gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Somerset, PA (6 grants), Pittsburgh, PA (3 grants) and Johnstown, PA (2 grants).

Does Randy and Barbara Davies Family give general operating support?

Yes: 54% of Randy and Barbara Davies Family's 2025 grants with a stated purpose (7 of 13) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Randy and Barbara Davies Family's largest grantees?

Randy and Barbara Davies Family's largest 2025 grantees include Upmc Children's Hospital of PGH Foundation ($30,000 across 2 grants), St Judes Chidren's Research Hospital ($20,000) and Community Foundation for the Alleghenies ($16,000 across 2 grants), according to its 2025 IRS Form 990-PF. Together they received 63% of its itemized 2025 grant dollars.

How large is Randy and Barbara Davies Family?

Randy and Barbara Davies Family reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $121K in qualifying distributions that year, against a required minimum of $126K (roughly 5% of its investment assets).

What is Randy and Barbara Davies Family's EIN?

Randy and Barbara Davies Family's EIN (Employer Identification Number) is 46-1626660. 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.

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