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.
Key facts about Smith and Davis Foundation Inc
- EIN
- 26-2873407
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $60,000
- Grants made (2025)
- 17
- Average grant
- $3,529
- Median grant
- $3,000
- New grantees (estimate)
- 50% first-time grantees (7 of 14, 2025)
- Total assets
- $1,023,551
- Primary geography
- North Carolina (95% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Smith and Davis Foundation Inc funds
By grant dollars, the top recipient states for Smith and Davis Foundation Inc's 17 itemized 2025 grants were North Carolina (95%) and Virginia (5%). The most frequent recipient cities were Mocksville, NC (12 grants) and Advance, NC (2 grants). None of its 17 grants with a stated purpose were described as general or operating support. Recurring purposes include "Services" (14 grants) and "Scholarship" (3 grants).
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. 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 IRS Form 990-PF grant lists (2022–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Smith and Davis Foundation Inc
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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
Share of all 17 itemized 2025 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2025
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 recipients include Dragonfly House ($6,000), Family Promise of Davie County ($6,000), House of Hope Piedmont ($6,000).
| 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 |
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS 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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.