Sheila Lee Davies Charitable Trust

ATLANTA, GA EIN: 46-4346156

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

+66.7% YoY

Avg Grant Size

$52K

+20.0% YoY

Under IRS private-foundation payout rules, Sheila Lee Davies Charitable Trust reported a distributable amount of $334K for 2024 — the minimum it must pay out in qualifying distributions.

About Sheila Lee Davies Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $375K (54%)

Minnesota $135K (19%)

District of Columbia $115K (17%)

Florida $25K (4%)

Texas $20K (3%)

California $10K (1%)

Illinois $10K (1%)

Maryland $5K (1%)

+1 more states

States

California District of Columbia Florida Georgia Illinois Louisiana Maryland Minnesota Texas

Cities

AtlantaBethesdaChicagoDuarteGretnaHoustonJacksonvilleRochesterWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include Atlanta Symphony Orchestra ($100,000), Emory University ($100,000), Mayo Clinic ($25,000).

Recipient	Purpose	Amount
SIBLEY MEMORIAL HOSPITAL FOUNDATION WASHINGTON, DC	Medical Care Education Support	$10,000
ATLANTA SYMPHONY ORCHESTRA ATLANTA, GA	Education Support	$100,000
MAYO CLINIC ROCHESTER, MN	Medical Research Education Support	$25,000
EMORY UNIVERSITY ATLANTA, GA	Education Support	$100,000
JACKSONVILLE UNIVERSITY JACKSONVILLE, FL	Education Support	$25,000

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	—

Frequently Asked Questions

How large is Sheila Lee Davies Charitable Trust?

As of 2024, Sheila Lee Davies Charitable Trust holds $6.4M in total assets with $1.1M in annual revenue. It awarded 5 grants totaling $260K in 2024.

Where does Sheila Lee Davies Charitable Trust operate?

Sheila Lee Davies Charitable Trust has awarded grants in California, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maryland, Minnesota, Texas.

What size grants does Sheila Lee Davies Charitable Trust award?

In 2024, Sheila Lee Davies Charitable Trust awarded 5 grants totaling $260K — an average of about $52K per grant, based on its IRS Form 990 filings.

How much is Sheila Lee Davies Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sheila Lee Davies Charitable Trust reported a distributable amount of $334K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.