Robert V Davidson Trust XXXXX3009
Robert V Davidson Trust XXXXX3009 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.2M in total assets. In 2025, it awarded 3 grants totaling $248K. Net investment income was $385K.
Robert V Davidson Trust XXXXX3009 at a glance
In short: Robert V Davidson Trust XXXXX3009 gave $248K across 3 grants in 2025 (avg $83K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $247,924
- +12.5% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $82,641
- +12.5% vs 2024
- Median grant
- $61,981
- Total assets
- $4,244,933
- +2.7% vs 2024
- Primary geography
- Texas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Robert V Davidson Trust XXXXX3009 funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was American Heart Association ($124K). Together the top 3 received $248K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was in the $50–100K range: 9 grants of 15 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Robert V Davidson Trust XXXXX3009 gives
- Giving held roughly steady from 2022 to 2025 (+1%). Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2025, annual grant giving ranged from $216K (2020) to $273K (2021). In 2025 it made 3 grants totaling $248K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Heart Association Dallas, TX | General | $123,962 |
| Baylor College of Medicine Houston, TX | General | $61,981 |
| Utmd Anderson Cancer Center Office of Estates and Trusts Austin, TX | General | $61,981 |
Ready to take the next step with Robert V Davidson Trust XXXXX3009?
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 | $4,244,933 | $429,337 | $316,325 | $247,924 | 3 | $267,867 | $385,384 | $282,187 |
| 2024 | $4,131,796 | $403,818 | $286,783 | $220,296 | 3 | $239,097 | $361,500 | $266,726 |
| 2023 | $4,033,735 | $304,573 | $283,578 | $226,144 | 3 | $243,496 | $244,894 | $237,648 |
| 2022 | $4,012,879 | $129,531 | $308,186 | $245,328 | 3 | $263,151 | $103,418 | $243,966 |
| 2021 | $4,192,242 | $502,437 | $343,673 | $273,053 | 3 | $292,062 | $458,776 | $318,222 |
| 2020 | $3,979,563 | $369,559 | $273,204 | $215,540 | 3 | — | $328,799 | $236,728 |
Under IRS private-foundation payout rules, Robert V Davidson Trust XXXXX3009 reported a distributable amount of $282K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robert V Davidson Trust XXXXX3009's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2021
2 hrs/week
$57K (2021) → $59K (2025)
Former officers (1)
- Former: JP Morgan Chase Bank N A (2020) — Trustee
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
The highest reported compensation on the 2025 filing was $59K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Robert V Davidson Trust XXXXX3009
How much does Robert V Davidson Trust XXXXX3009 give each year?
Robert V Davidson Trust XXXXX3009 gave $248K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $220K across 3 grants.
What is Robert V Davidson Trust XXXXX3009's typical grant size?
Robert V Davidson Trust XXXXX3009's median grant in 2025 was $61,981, and its average grant was $82,641, across 3 grants on its 2025 IRS Form 990-PF.
Where does Robert V Davidson Trust XXXXX3009 give grants?
Robert V Davidson Trust XXXXX3009 gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Robert V Davidson Trust XXXXX3009 give general operating support?
Yes: 100% of Robert V Davidson Trust XXXXX3009's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Robert V Davidson Trust XXXXX3009?
Robert V Davidson Trust XXXXX3009 reported $4.2M in total assets on its 2025 IRS Form 990-PF. It paid out $268K in qualifying distributions that year, against a required minimum of $282K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 2, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 8, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Robert V Davidson Trust XXXXX3009's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Nancy D Carmichael Trust
Chicago, IL
Assets
$4.7M
Grants
3
Total Given
$273K
Act for NIH Foundation Inc
Washington, DC
ACT FOR NIH Foundation supports biomedical research, cancer research and advocacy, and health and public health education in the United States, with 2024 grants ranging from $1,000 to $50,000 and a median of $18,000. Its 2024 funding went to organizations in several states, especially Texas, Washington, DC, and New York. It funds only preselected charities and does not accept unsolicited requests.
Assets
$2.7M
Grants
19
Total Given
$364K
Teresa & Stephen Family Foundation
Missouri City, TX
The Texas-based foundation supports a varied range of charitable organizations, including health and research, humanitarian, veterans’, educational, and religious organizations, with recent grants concentrated in California and Texas. In 2025, it awarded 21 grants totaling $118,370; grants ranged from $20 to $50,000, with a median of $2,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$3.8M
Grants
21
Total Given
$118K
Harris County Hospital District Foundation
Bellaire, TX
It funds Harris Health System and related patient-care and community health work, including children’s health, heart health, cancer resources, trauma outreach, and employee support, primarily in Harris County, Texas. In 2025, grants ranged from $10,000 to $2.63 million, with a median of $24,411; it has application processes for its Children’s Health Fund and small grants, but whether it accepts unsolicited requests is not stated.
Assets
$31.8M
Grants
26
Total Given
$3.7M
The Frill Foundation
Fort Worth, TX
The Frill Foundation supports schools, arts and cultural organizations, health and human services, and disease-related work, with most of its giving in Texas. Its 2024 grants ranged from $3,500 to $150,000, with a median of $25,000. It accepts written requests; the stated deadline is October 1.
Assets
$7.6M
Grants
31
Total Given
$1.1M
Texas Children's Hospital
Bellaire, TX
Texas Children’s Hospital supports pediatric and women’s healthcare, medical education and research, as well as related community organizations. Its 2025 grants ranged from $5,500 to $9.5 million, with a median of $12,500; reported grant dollars went to Texas recipients, though some programs operate globally. It describes specific application processes for select programs, but does not state whether it accepts unsolicited general requests.
Assets
$9.2B
Grants
50
Total Given
$17.8M
More similar funders
More Funders in Illinois
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Robert V Davidson Trust XXXXX3009's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Robert V Davidson Trust XXXXX3009 down — hundreds of funders to go?