Robert & Mary Davis Foundation
Robert & Mary Davis Foundation is a private foundation, based in Dayton, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 1 grant totaling $895K. Net investment income was $39K.
Robert & Mary Davis Foundation at a glance
In short: Robert & Mary Davis Foundation gave $895K across 1 grant in 2025 (avg $895K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $895,000
- -55.8% vs 2024
- Grants made (2025)
- 1
- -66.7% vs 2024
- Average grant
- $895,000
- +32.6% vs 2024
- Median grant
- $895,000
- Total assets
- $1,249,218
- -40.2% vs 2024
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Robert & Mary Davis Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Ohio Masonic Temple Foundation ($895K).
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 11 grants of 17 (65%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Robert & Mary Davis Foundation gives
- Giving grew 634% from 2022 to 2025. Method
- In 2025 it paid out 568% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $42K (2019) to $2.0M (2024). In 2025 it made 1 grant totaling $895K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ohio Masonic Temple Foundation Dayton, OH | Sustaining Fund for Facility Improvement Needs | $895,000 |
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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 | $1,249,218 | $79,918 | $919,572 | $895,000 | 1 | $895,000 | $39,135 | $157,654 |
| 2024 | $2,088,872 | $1,227,536 | $2,039,831 | $2,025,000 | 3 | $2,025,261 | $912,427 | $213,855 |
| 2023 | $2,901,166 | $3,054,668 | $1,149,455 | $1,147,460 | 4 | $1,149,455 | $453,741 | $140,634 |
| 2022 | $1,384,317 | $148,188 | $122,609 | $122,000 | 6 | $122,609 | $48,188 | $107,359 |
| 2021 | $1,365,738 | $268,239 | $110,588 | $110,000 | 3 | $110,588 | $29,422 | $94,095 |
| 2020 | $1,116,087 | $127,087 | $74,873 | $73,500 | 19 | — | $27,911 | $72,742 |
| 2019 | $1,160,406 | $272,241 | $47,942 | $42,000 | 8 | — | $58,336 | $64,140 |
Under IRS private-foundation payout rules, Robert & Mary Davis Foundation reported a distributable amount of $158K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robert & Mary Davis Foundation's 2025 filing lists 6 officers; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Robert J. Davis
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Lisa D. Davis
Trustee
On filings since 2024
1 hr/week
No compensation reported
Mary Davis
Honorary Trustee
Trustee → Honorary Trustee, 2025
On filings since 2024
No compensation reported
Brett Houseman
Trustee
New on the 2025 filing
No compensation reported
David Berry
Trustee
New on the 2025 filing
No compensation reported
Robert Davis Jr.
Trustee
New on the 2025 filing
No compensation reported
Former officers (2)
- Former: Lisa D. Davis Trustee (2022–2023) — Trustee
- Former: Mary W. Davis Trustee (2022–2023) — Trsutee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Robert & Mary Davis Foundation
How much does Robert & Mary Davis Foundation give each year?
Robert & Mary Davis Foundation gave $895K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.0M across 3 grants.
How large is Robert & Mary Davis Foundation?
Robert & Mary Davis Foundation reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $895K in qualifying distributions that year, against a required minimum of $158K (roughly 5% of its investment assets).
Where does Robert & Mary Davis Foundation operate?
Robert & Mary Davis Foundation has awarded grants in District of Columbia, Massachusetts, Ohio, Texas.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 24, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
Browse active grant opportunities in Robert & Mary Davis Foundation's focus areas in our free grants database
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