Robert V Davidson Trust Xxxxx3009

CHICAGO, IL EIN: 74-6065195

Robert V Davidson Trust Xxxxx3009 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.1M in total assets. In 2024, it awarded 3 grants totaling $220K. Net investment income was $362K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.1M

+2.4% YoY

Annual Giving

$220K

-2.6% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$73K

-2.6% YoY

Under IRS private-foundation payout rules, Robert V Davidson Trust Xxxxx3009 reported a distributable amount of $267K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert V Davidson Trust Xxxxx3009

Based on IRS filings

Robert V Davidson Trust Xxxxx3009 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.1M in total assets. In 2024, it awarded 3 grants totaling $220K. Net investment income was $362K.

Ready to take the next step with Robert V Davidson Trust Xxxxx3009?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AustinDallasHouston

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$138K$276K$415K$553K20202021202220232024
Metric202420232022
Total Assets$4,131,796$4,033,735$4,012,879
Revenue$403,818$304,573$129,531
Expenses$286,783$283,578$308,186
Qualifying Distributions$239,097$243,496$263,151
Net Investment Income$361,500$244,894$103,418
Distributable Amount$266,726$237,648$243,966

Giving Over Time

Total grant dollars and number of grants per year

$0$68K$137K$205K$273K3 grants20203 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

AMERICAN HEART ASSOCIATION$110KBAYLOR COLLEGE OF MEDICINE$55KUTMD ANDERSON CANCER CEN…$55K

Grant Size Distribution

15 grants across all recorded years

<$50K9$50–100K6$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include American Heart Association ($110,148), Baylor College of Medicine ($55,074), Utmd Anderson Cancer Center ($55,074).

RecipientPurposeAmount
AMERICAN HEART ASSOCIATION DALLAS, TXGENERAL$110,148
BAYLOR COLLEGE OF MEDICINE HOUSTON, TXGENERAL$55,074
UTMD ANDERSON CANCER CENTER AUSTIN, TXGENERAL$55,074

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Robert V Davidson Trust Xxxxx3009?

As of 2024, Robert V Davidson Trust Xxxxx3009 holds $4.1M in total assets with $404K in annual revenue. It awarded 3 grants totaling $220K in 2024.

Where does Robert V Davidson Trust Xxxxx3009 operate?

Robert V Davidson Trust Xxxxx3009 has awarded grants in Texas.

What size grants does Robert V Davidson Trust Xxxxx3009 award?

In 2024, Robert V Davidson Trust Xxxxx3009 awarded 3 grants totaling $220K — an average of about $73K per grant, based on its IRS Form 990 filings.

How much is Robert V Davidson Trust Xxxxx3009 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert V Davidson Trust Xxxxx3009 reported a distributable amount of $267K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert V Davidson Trust Xxxxx3009's EIN?

Robert V Davidson Trust Xxxxx3009's EIN (Employer Identification Number) is 74-6065195. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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