Smith and Davis Foundation Inc
Smith and Davis Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOCKSVILLE, NC. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 17 grants totaling $60K. Net investment income was $129K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.0M
+6.5% YoY
Annual Giving
$60K
-10.9% YoY
Grant Count
17
+13.3% YoY
Avg Grant Size
$4K
-21.4% YoY
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.
About Smith and Davis Foundation Inc
Based on IRS filings
Smith and Davis Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOCKSVILLE, NC. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 17 grants totaling $60K. Net investment income was $129K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,023,551 | $961,184 | $1,030,723 |
| Revenue | $153,507 | $27,902 | $67,304 |
| Expenses | $91,140 | $97,441 | $117,593 |
| Qualifying Distributions | $66,500 | $72,820 | $96,800 |
| Net Investment Income | $128,957 | $6,463 | $46,511 |
| Distributable Amount | $65,132 | $62,131 | $59,660 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
64 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Dragonfly House ($6,000), Family Promise of Davie County ($6,000), House of Hope Piedmont ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| JERUSALEM FIRE DEPARTMENT MOCKSVILLE, NC | SERVICES | $5,000 |
| DRAGONFLY HOUSE MOCKSVILLE, NC | SERVICES | $6,000 |
| BETHLEHEM METHODIST CHURCH ADVANCE, NC | SERVICES | $2,000 |
| FAMILY PROMISE OF DAVIE COUNTY MOCKSVILLE, NC | SERVICES | $6,000 |
| HIGHWAY AND HEDGES MINISTRY LEXINGTON, NC | SERVICES | $3,000 |
| BONNIE JO TAYLOR MOCKSVILLE, NC | SCHOLARSHIP | $3,000 |
| HILLSDALE BAPTIST PRESCHOOL ADVANCE, NC | SERVICES | $3,000 |
| MAKENNA GROFF MOCKSVILLE, NC | SCHOLARSHIP | $3,000 |
| STEVE MCBRIDE MOCKSVILLE, NC | SCHOLARSHIP | $3,000 |
| CORNATZER-DULIN VOLUNTEER FIRE DEPT MOCKSVILLE, NC | SERVICES | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN SINGLETON | DIRECTOR | 10 | $8,000 |
| AMELIA LATHAM | DIRECTOR | 5 | $2,600 |
| MICHELLE LEE FISHEL MYERS | DIRECTOR | 5 | $1,200 |
| TRICIA G SPRY | DIRECTOR | 5 | $1,200 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Smith and Davis Foundation Inc?
Smith and Davis Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MOCKSVILLE, NC. It holds $1.0M in total assets as of 2025.
How large is Smith and Davis Foundation Inc?
As of 2025, Smith and Davis Foundation Inc holds $1.0M in total assets with $154K in annual revenue. It awarded 17 grants totaling $60K in 2025.
Where does Smith and Davis Foundation Inc operate?
Smith and Davis Foundation Inc has awarded grants in North Carolina, Tennessee, Virginia.
What size grants does Smith and Davis Foundation Inc award?
In 2025, Smith and Davis Foundation Inc awarded 17 grants totaling $60K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Smith and Davis Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Smith and Davis Foundation Inc reported a distributable amount of $65K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Smith and Davis Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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