Robert F Davidson Trust

CORSICANA, TX EIN: 75-6210866

Robert F Davidson Trust is a private foundation, based in CORSICANA, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 1 grants totaling $73K. Net investment income was $56K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

+1.7% YoY

Annual Giving

$73K

+5.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$73K

+5.3% YoY

Under IRS private-foundation payout rules, Robert F Davidson Trust reported a distributable amount of $86K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert F Davidson Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $373K (100%)

States

Texas

Cities

Corsicana

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,055,205	$1,037,722	$1,045,949
Revenue	$64,737	$76,059	$77,410
Expenses	$88,749	$84,286	$144,500
Qualifying Distributions	$78,588	$74,233	$134,389
Net Investment Income	$55,511	$67,298	$68,015
Distributable Amount	$85,656	$77,877	$80,588

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Westminster Presbyterian Church ($72,937).

Recipient	Purpose	Amount
WESTMINSTER PRESBYTERIAN CHURCH CORSICANA, TX	CHARITABLE OPERATIONS	$72,937

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
COMMUNITY NATIONAL BANK TRUST	TRUSTEE	4	$13,277

Frequently Asked Questions

How large is Robert F Davidson Trust?

As of 2024, Robert F Davidson Trust holds $1.1M in total assets with $65K in annual revenue. It awarded 1 grants totaling $73K in 2024.

Where does Robert F Davidson Trust operate?

Robert F Davidson Trust has awarded grants in Texas.

What size grants does Robert F Davidson Trust award?

In 2024, Robert F Davidson Trust awarded 1 grants totaling $73K — an average of about $73K per grant, based on its IRS Form 990 filings.

How much is Robert F Davidson Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert F Davidson Trust reported a distributable amount of $86K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.