Roland & Sara K Davis Memorial Tr 47v003019

LANCASTER, PA EIN: 23-6522683

Roland & Sara K Davis Memorial Tr 47v003019 is a private foundation focused on Religion Related, based in LANCASTER, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $328K in total assets. In 2025, it awarded 1 grants totaling $18K. Net investment income was $25K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$328K

+2.0% YoY

Annual Giving

$18K

+12.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$18K

+12.5% YoY

Under IRS private-foundation payout rules, Roland & Sara K Davis Memorial Tr 47v003019 reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.

About Roland & Sara K Davis Memorial Tr 47v003019

Based on IRS filings

Focus Areas

Religion Related

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $84K (100%)

States

Pennsylvania

Cities

Lebanon

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$327,638	$321,122	$317,843
Revenue	$28,239	$22,126	$15,699
Expenses	$21,612	$19,082	$21,359
Qualifying Distributions	$17,774	$15,794	$17,744
Net Investment Income	$24,739	$18,838	$12,628
Distributable Amount	$19,001	$17,766	$16,341

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 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Holy Trinity Lutheran Church ($17,774).

Recipient	Purpose	Amount
HOLY TRINITY LUTHERAN CHURCH LEBANON, PA	OPERATIONS	$17,774

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
FULTON BANK N A	TRUSTEE	—	$3,404

Subject Areas

Focus areas based on grantmaking activity

Religion Related

Frequently Asked Questions

What is Roland & Sara K Davis Memorial Tr 47v003019?

Roland & Sara K Davis Memorial Tr 47v003019 is a private foundation focused on Religion Related, based in LANCASTER, PA. It holds $328K in total assets as of 2025.

How large is Roland & Sara K Davis Memorial Tr 47v003019?

As of 2025, Roland & Sara K Davis Memorial Tr 47v003019 holds $328K in total assets with $28K in annual revenue. It awarded 1 grants totaling $18K in 2025.

Where does Roland & Sara K Davis Memorial Tr 47v003019 operate?

Roland & Sara K Davis Memorial Tr 47v003019 has awarded grants in Pennsylvania.

What size grants does Roland & Sara K Davis Memorial Tr 47v003019 award?

In 2025, Roland & Sara K Davis Memorial Tr 47v003019 awarded 1 grants totaling $18K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Roland & Sara K Davis Memorial Tr 47v003019 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Roland & Sara K Davis Memorial Tr 47v003019 reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Roland & Sara K Davis Memorial Tr 47v003019's EIN?

Roland & Sara K Davis Memorial Tr 47v003019's EIN (Employer Identification Number) is 23-6522683. IRS Form 990 filing data is available on this page for 2020–2025.