Robert & Mary Davis Foundation
Robert & Mary Davis Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DAYTON, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 3 grants totaling $2.0M. Net investment income was $912K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.1M
-28.0% YoY
Annual Giving
$2.0M
+76.5% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$675K
+135.3% YoY
Under IRS private-foundation payout rules, Robert & Mary Davis Foundation reported a distributable amount of $214K for 2024 — the minimum it must pay out in qualifying distributions.
About Robert & Mary Davis Foundation
Based on IRS filings
Robert & Mary Davis Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DAYTON, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 3 grants totaling $2.0M. Net investment income was $912K.
Focus Areas
Ready to take the next step with Robert & Mary Davis Foundation?
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 | $2,088,872 | $2,901,166 | $1,384,317 |
| Revenue | $1,227,536 | $3,054,668 | $148,188 |
| Expenses | $2,039,831 | $1,149,455 | $122,609 |
| Qualifying Distributions | $2,025,261 | $1,149,455 | $122,609 |
| Net Investment Income | $912,427 | $453,741 | $48,188 |
| Distributable Amount | $213,855 | $140,634 | $107,359 |
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
35 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ohio Masonic Home Foundation ($2,000,000), Kids in New Directions ($20,000), Bellbrook Presbyterian Church ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| OHIO MASONIC HOME FOUNDATION Springfield, OH | FOR OPERATIONAL SUPPORT | $2,000,000 |
| KIDS IN NEW DIRECTIONS Dayton, OH | FOR OPERATTIONAL SUPPORT | $20,000 |
| BELLBROOK PRESBYTERIAN CHURCH Bellbrook, OH | FOR OPERATIONAL SUPPORT | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT J DAVIS | TRUSTEE | 2 | — |
| MARY DAVIS | TRUSTEE | 1 | — |
| LISA D DAVIS | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert & Mary Davis Foundation?
Robert & Mary Davis Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DAYTON, OH. It holds $2.1M in total assets as of 2024.
How large is Robert & Mary Davis Foundation?
As of 2024, Robert & Mary Davis Foundation holds $2.1M in total assets with $1.2M in annual revenue. It awarded 3 grants totaling $2.0M in 2024.
Where does Robert & Mary Davis Foundation operate?
Robert & Mary Davis Foundation has awarded grants in District of Columbia, Massachusetts, Ohio, Texas.
What size grants does Robert & Mary Davis Foundation award?
In 2024, Robert & Mary Davis Foundation awarded 3 grants totaling $2.0M — an average of about $675K per grant, based on its IRS Form 990 filings.
How much is Robert & Mary Davis Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert & Mary Davis Foundation reported a distributable amount of $214K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert & Mary Davis Foundation's EIN?
Robert & Mary Davis Foundation's EIN (Employer Identification Number) is 34-7207640. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in Robert & Mary Davis Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Ge Aerospace Foundation
NORWALK, CT
Assets
$22.5M
Grants
2,467
Total Given
$15.3M
The Blackbaud Giving Fund
CHARLESTON SC, SC
Assets
$52.7M
Grants
1,860
Total Given
$41.4M
Charities Aid Foundation America
ALEXANDRIA, VA
Assets
$444.9M
Grants
10,157
Total Given
$466.3M
Dayton Foundation Plus Inc
DAYTON, OH
Assets
$441.9M
Grants
269
Total Given
$45.3M
Synchrony Foundation
STAMFORD, CT
Assets
$72.3M
Grants
394
Total Given
$20.5M
Texas Instruments Foundation
DALLAS, TX
Assets
$73.0M
Grants
4,484
Total Given
$22.6M
The Fred and Alice Wallace Charitable
SPRINGBORO, OH
Assets
$7.6M
Grants
37
Total Given
$431K
Gs Donor Advised Philanthropy Fund
NEW YORK, NY
Assets
$12.7B
Grants
7,424
Total Given
$3.0B
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Network for Good
WASHINGTON, DC
Assets
$96.2M
Grants
4,733
Total Given
$216.2M
The Dayton Foundation
DAYTON, OH
Assets
$649.6M
Grants
497
Total Given
$34.0M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
More Funders in Ohio
Data last updated April 2026. Sourced from IRS Form 990-PF filings.