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 2024. As of 2024, the organization holds $6.4M in total assets. In 2024, it awarded 5 grants totaling $260K. Net investment income was $236K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.4M
+15.8% YoY
Annual Giving
$260K
+100.0% YoY
Grant Count
5
+66.7% YoY
Avg Grant Size
$52K
+20.0% YoY
About Sheila Lee Davies Charitable Trust
Based on IRS filings
Sheila Lee Davies Charitable Trust is a private foundation, based in ATLANTA, GA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.4M in total assets. In 2024, it awarded 5 grants totaling $260K. Net investment income was $236K.
Ready to take the next step with Sheila Lee Davies Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,438,938 | $5,562,622 | $4,583,434 |
| Revenue | $1,142,847 | $1,109,726 | $1,704,584 |
| Expenses | $266,531 | $130,538 | $150,445 |
| Qualifying Distributions | $266,531 | $130,538 | $150,445 |
| Net Investment Income | $236,316 | $135,804 | $64,139 |
| Distributable Amount | $333,960 | $247,577 | $165,267 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
28 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SHEILA LEE DAVIES | TRUSTEE | 3 | — |
| JONATHAN DAVIES | TRUSTEE | 1 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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