Smith and Davis Foundation Inc
Smith and Davis Foundation Inc is a private foundation based in Mocksville, North Carolina. Its 2025 filing reports grants to charitable organizations and individuals, with most grant dollars going to recipients in North Carolina and a smaller share to recipients in Virginia.
Smith and Davis Foundation Inc at a glance
In short: Smith and Davis Foundation Inc gave $60K across 17 grants in 2025 (avg $4K), mostly in North Carolina. 50% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $60,000
- -10.9% vs 2024
- Grants made (2025)
- 17
- +13.3% vs 2024
- Average grant
- $3,529
- -21.4% vs 2024
- Median grant
- $3,000
- Total assets
- $1,023,551
- +6.5% vs 2024
- New grantees (estimate)
- 50% first-time grantees (7 of 14, 2025; small sample)
- Primary geography
- North Carolina (95% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Smith and Davis Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 602 Singleton Road, Mocksville, NC 27028
Phone: (336) 998-8233
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Smith and Davis Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Dragonfly House ($6K). Together the top 10 received $44K.
Organizations only. It also paid 3 individual scholarships ($9,000), which are not listed by name.
Grant Size Distribution
64 grants across all recorded years
The most common grant size was under $50K: 64 grants of 64 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 95% of grant dollars went to recipients in North Carolina and 5% to recipients in Virginia. Listed North Carolina recipients include organizations in Mocksville, Lexington, Advance, and Cooleemee.
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
Cities
Is Smith and Davis Foundation Inc open to new grantees?
50%
first-time grantees, 2025
In 2025, 7 of 14 grantees (50%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $3K; repeat grants $4K. How we count
Medians: $3K first-time, $5K repeat.
- 36% of 2025 grantees were also funded in 2024. Method
- Giving fell 31% from 2022 to 2025. Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2022–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $60K (2025) to $91K (2023). In 2025 it made 17 grants totaling $60K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Dragonfly House Mocksville, NC | Services | $6,000 |
| Family Promise of Davie County Mocksville, NC | Services | $6,000 |
| House of Hope Piedmont Mocksville, NC | Services | $6,000 |
| Jerusalem Baptist Church Mocksville, NC | Services | $6,000 |
| Jerusalem Fire Department Mocksville, NC | Services | $5,000 |
| Highway and Hedges Ministry Lexington, NC | Services | $3,000 |
| 3 individual scholarships Recipients not named | — | $9,000 |
| Hillsdale Baptist Preschool Advance, NC | Services | $3,000 |
| Cornatzer-Dulin Volunteer Fire Dept Mocksville, NC | Services | $3,000 |
| Cooleemee Volunteer Fire Department Cooleemee, NC | Services | $3,000 |
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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 | $1,023,551 | $153,507 | $91,140 | $60,000 | 17 | $66,500 | $128,957 | $65,132 |
| 2024 | $961,184 | $27,902 | $97,441 | $67,320 | 15 | $72,820 | $6,463 | $62,131 |
| 2023 | $1,030,723 | $67,304 | $117,593 | $91,000 | 16 | $96,800 | $46,511 | $59,660 |
| 2022 | $1,081,012 | $11,373 | $118,306 | $87,000 | 16 | $93,250 | $2,598 | $71,569 |
Under IRS private-foundation payout rules, Smith and Davis Foundation Inc reported a distributable amount of $65K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for organizations whose work, as described by the organizations themselves, includes helping families experiencing homelessness and low-income families achieve sustainable independence (Family Promise of Davie County), providing fire protection and prevention education (Cooleemee Volunteer Fire Department), and preventing hunger and homelessness in Davie County (Just Hope Inc). The filing also lists scholarships to individuals.
Grantmaking
In filing year 2025, the foundation gave $60,000 through 17 grants. Grant amounts ranged from $1,500 to $6,000, with a median of $3,000. Notable grants included $6,000 each to Dragonfly House, Family Promise of Davie County, House of Hope Piedmont, and Jerusalem Baptist Church; $5,000 to Jerusalem Fire Department; and $2,000 to Just Hope Inc.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists John Singleton, Amelia Latham, Michelle Lee Fishel Myers, and Tricia G Spry as directors.
Smith and Davis Foundation Inc's 2025 filing lists 4 officers; all 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Amelia Latham
Director
On filings since 2022
5 hrs/week
$1K (2022) → $3K (2025)
John Singleton
Director
On filings since 2022
10 hrs/week
$8K (2022) → $8K (2025)
Michelle Lee Fishel Myers
Director
On filings since 2022
5 hrs/week
$1K (2022) → $1K (2025)
Tricia G. Spry
Director
New on the 2025 filing
5 hrs/week
$1K (2025)
Former officers (2)
- Former: Jansen G. McDaniel (2022–2024) — Director
- Former: Taquanda Reynolds (2022) — Director
Data from IRS Form 990 filings, 2022–2025. "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 $8K, to John Singleton (Director). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Smith and Davis Foundation Inc
How much does Smith and Davis Foundation Inc give each year?
Smith and Davis Foundation Inc gave $60K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $67K across 15 grants.
What is Smith and Davis Foundation Inc's typical grant size?
Smith and Davis Foundation Inc's median grant in 2025 was $3,000, and its average grant was $3,529, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Smith and Davis Foundation Inc that year got $3K on average.
Where does Smith and Davis Foundation Inc give grants?
Smith and Davis Foundation Inc gives mostly in North Carolina: 95% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Virginia (5%). The most frequent recipient cities were Mocksville, NC (9 grants) and Advance, NC (2 grants).
Does Smith and Davis Foundation Inc give general operating support?
Not in 2025: none of the 17 grants with a stated purpose on Smith and Davis Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Services" (14 grants) and "Scholarship" (3 grants).
Who are Smith and Davis Foundation Inc's largest grantees?
Smith and Davis Foundation Inc's largest 2025 grantees include Dragonfly House ($6,000), Family Promise of Davie County ($6,000) and House of Hope Piedmont ($6,000), according to its 2025 IRS Form 990-PF. It also paid 3 individual scholarships ($9,000), which are not listed by name. Together they received 30% of its itemized 2025 grant dollars.
How large is Smith and Davis Foundation Inc?
Smith and Davis Foundation Inc reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $67K in qualifying distributions that year, against a required minimum of $65K (roughly 5% of its investment assets).
What does Smith and Davis Foundation Inc fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from Smith and Davis Foundation Inc?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Smith and Davis Foundation Inc's EIN?
Smith and Davis Foundation Inc's EIN (Employer Identification Number) is 26-2873407. IRS Form 990 filing data is available on this page for 2022–2025.
Does Smith and Davis Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2025
Live grants for the work Smith and Davis Foundation Inc funds
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Cite this profile
Grantable. (2026). Smith and Davis Foundation Inc funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/smith-and-davis-foundation-inc-morg_1b6cd805332b41c8bdb9c43ce76ec82c
BibTeX
@misc{grantable_262873407_2026,
author = {{Grantable}},
title = {{Smith and Davis Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/smith-and-davis-foundation-inc-morg_1b6cd805332b41c8bdb9c43ce76ec82c},
note = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Smith and Davis Foundation Inc'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.
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