Sheila Lee Davies Charitable Trust
Sheila Lee Davies Charitable Trust is a private foundation, based in Atlanta, GA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $8.1M in total assets. In 2025, it awarded 6 grants totaling $325K. Net investment income was $191K.
Sheila Lee Davies Charitable Trust at a glance
In short: Sheila Lee Davies Charitable Trust gave $325K across 6 grants in 2025 (avg $54K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $325,000
- +25.0% vs 2024
- Grants made (2025)
- 6
- +20.0% vs 2024
- Average grant
- $54,167
- +4.2% vs 2024
- Median grant
- $40,000
- Total assets
- $8,105,017
- +25.9% vs 2024
- Primary geography
- Georgia (69% 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 Sheila Lee Davies Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Atlanta Symphony Orchestra ($125K). Together the top 6 received $325K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 18 grants of 26 (69%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Sheila Lee Davies Charitable Trust gives
- Giving grew 117% from 2022 to 2025. Method
- In 2025 it paid out 80% 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 $61K (2020) to $325K (2025). In 2025 it made 6 grants totaling $325K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Atlanta Symphony Orchestra Atlanta, GA | Education Support | $125,000 |
| Emory University Atlanta, GA | Education Support | $100,000 |
| San Francisco Symphony San Francisco, CA | Education Support | $50,000 |
| Mayo Clinic Rochester, MN | Medical Research Education Support | $30,000 |
| Sibley Memorial Hospital Foundation Washington, DC | Medical Care Education Support | $10,000 |
| Jacksonville University Jacksonville, FL | Education Support | $10,000 |
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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 | $8,105,017 | $1,994,344 | $328,265 | $325,000 | 6 | $328,265 | $191,079 | $407,838 |
| 2024 | $6,438,938 | $1,142,847 | $266,531 | $260,000 | 5 | $266,531 | $236,316 | $333,960 |
| 2023 | $5,562,622 | $1,109,726 | $130,538 | $130,000 | 3 | $130,538 | $135,804 | $247,577 |
| 2022 | $4,583,434 | $1,704,584 | $150,445 | $150,000 | 4 | $150,445 | $64,139 | $165,267 |
| 2021 | $3,029,295 | $1,057,065 | $99,634 | $95,000 | 8 | $99,634 | $52,431 | $129,242 |
| 2020 | $2,091,864 | $570,845 | $61,499 | $61,000 | 8 | — | $36,942 | $84,001 |
Under IRS private-foundation payout rules, Sheila Lee Davies Charitable Trust reported a distributable amount of $408K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sheila Lee Davies Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jonathan Davies
Trustee
On filings since 2020
1 hr/week
No compensation reported
Sheila Lee Davies
Trustee
On filings since 2020
3 hrs/week
No compensation reported
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.
Frequently asked questions about Sheila Lee Davies Charitable Trust
How much does Sheila Lee Davies Charitable Trust give each year?
Sheila Lee Davies Charitable Trust gave $325K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $260K across 5 grants.
What is Sheila Lee Davies Charitable Trust's typical grant size?
Sheila Lee Davies Charitable Trust's median grant in 2025 was $40,000, and its average grant was $54,167, across 6 grants on its 2025 IRS Form 990-PF.
Where does Sheila Lee Davies Charitable Trust give grants?
Sheila Lee Davies Charitable Trust gives mostly in Georgia: 69% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (15%) and Minnesota (9%). The most frequent recipient cities were Atlanta, GA (2 grants).
Does Sheila Lee Davies Charitable Trust give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Sheila Lee Davies Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education Support" (4 grants).
Who are Sheila Lee Davies Charitable Trust's largest grantees?
Sheila Lee Davies Charitable Trust's largest 2025 grantees include Atlanta Symphony Orchestra ($125,000), Emory University ($100,000) and San Francisco Symphony ($50,000), according to its 2025 IRS Form 990-PF. Together they received 85% of its itemized 2025 grant dollars.
How large is Sheila Lee Davies Charitable Trust?
Sheila Lee Davies Charitable Trust reported $8.1M in total assets on its 2025 IRS Form 990-PF. It paid out $328K in qualifying distributions that year, against a required minimum of $408K (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 Sheila Lee Davies Charitable Trust's EIN?
Sheila Lee Davies Charitable Trust's EIN (Employer Identification Number) is 46-4346156. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 9, 2026)
- IRS filings on file for fiscal years 2020–2024
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