The Davis Family Memorial Trust
The Davis Family Memorial Trust is a private foundation based in Lambertville, New Jersey, that filed Form 990-PF. Its 2025 filing reports grants to charitable organizations in New Jersey, New York, Washington, DC, and Montana, including organizations in medical care, education, arts, cycling, and social services.
Key facts about The Davis Family Memorial Trust
In short: The Davis Family Memorial Trust gave $88K across 13 grants in 2025 (avg $7K), mostly in New Jersey. 8% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 38-6957358
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $87,680
- Grants made (2025)
- 13
- Average grant
- $6,745
- Median grant
- $3,000
- New grantees (estimate)
- 8% first-time grantees (1 of 13, 2025; small sample)
- Total assets
- $779,829
- Primary geography
- New Jersey (76% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$780K
+16.5% YoY
Annual Giving
$88K
+21.8% YoY
Grant Count
13
+30.0% YoY
Avg Grant Size
$7K
-6.3% YoY
Is The Davis Family Memorial Trust open to new grantees?
8%
first-time grantees, 2025
In 2025, 1 of 13 grantees (8%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $2K; repeat grants $7K. How we count
Medians: $2K first-time, $3K repeat.
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants include support for an acute care medical facility, dog training for people who are blind, fiber art education, higher education, cycling and walking initiatives, a public library, and organizations providing care or support to people in need.
Among its grantees, Georgetown University describes a mission of fostering intellectual, ethical, and spiritual understanding through sustained discourse among people of different faiths, cultures, and beliefs. Adventure Cycling Association says it inspires, empowers, and connects people to travel by bicycle.
Grantmaking
In 2025, the trust reported 13 grants totaling $87,680. Grant amounts ranged from $1,000 to $30,000, with a median of $3,000.
The largest reported grants included $30,000 to Somerset Medical Center Foundation for an acute care medical facility, $15,000 to Seeing Eye Inc. for raising and training dogs for the blind, and $12,500 to Schweinfurth Memorial Art Center for fiber art education. Other grants included $6,000 to Princeton University, $5,000 to Georgetown University, and $3,180 to Adventure Cycling Association.
How to Apply
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with The Davis Family Memorial Trust?
Geographic Focus
Where this funder awards grants
In 2025, 76% of grant dollars went to recipients in New Jersey, 14% to New York, 6% to Washington, DC, and 4% to Montana.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $66K (2023) to $88K (2025). In 2025 it made 13 grants totaling $88K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Somerset Medical Center Fdn Inc ($30K). Together the top 10 received $83K.
Grant Size Distribution
65 grants across all recorded years
The most common grant size was under $50K: 65 grants of 65 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Somerset Medical Center Fdn Inc Somerset, NJ | acute care medical facility | $30,000 |
| Seeing Eye Inc Morristown, NJ | raising and training dogs for the blind | $15,000 |
| Scweinfurth Memorial Art Center Auburn, NY | fiber art education | $12,500 |
| Princeton University Princeton, NJ | college level education | $6,000 |
| Georgetown University Washington, DC | college level education | $5,000 |
| Adventure Cycling Association Missoula, MT | Promotes bikeriding and safety | $3,180 |
| Lambertville Free Public Library Lambertville, NJ | promotes education in Lambertville | $3,000 |
| Fisherman Mark Lambertsville, NJ | provides care and support for the needy | $3,000 |
| Jewish Federation of Somerset Hunte Bridgewater, NJ | supports world wide charity for Jewish people | $3,000 |
| N J Bike Walk Coalition Montclair, NJ | promotes improved biking and walking in NJ | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $779,829 | $218,935 | $108,218 | $87,680 | 13 |
| 2024 | $669,112 | $29,891 | $82,534 | $72,000 | 10 |
| 2023 | $721,755 | $64,166 | $85,148 | $65,500 | 11 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $779,829 | $669,112 | $721,755 |
| Revenue | $218,935 | $29,891 | $64,166 |
| Expenses | $108,218 | $82,534 | $85,148 |
| Qualifying Distributions | $108,218 | $82,534 | $85,148 |
| Net Investment Income | $198,397 | $21,881 | $44,518 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 20, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 1, 2026)
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Leadership team and compensation from IRS filings
Lloyd Davis is listed as trustee on the 2025 filing.
The Davis Family Memorial Trust is led by Lloyd Davis, Trustee on every filing since 2021 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Lloyd Davis
Trustee
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 206 Holcombe Way, Lambertville, NJ 08530
Phone: (609) 397-2245
Frequently asked questions about The Davis Family Memorial Trust
How much does The Davis Family Memorial Trust give each year?
The Davis Family Memorial Trust gave $88K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $72K across 10 grants.
What is The Davis Family Memorial Trust's typical grant size?
The Davis Family Memorial Trust's median grant in 2025 was $3,000, and its average grant was $6,745, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Davis Family Memorial Trust that year got $2K on average.
Where does The Davis Family Memorial Trust give grants?
The Davis Family Memorial Trust gives mostly in New Jersey: 76% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (14%) and District of Columbia (6%). The most frequent recipient cities were Lambertville, NJ (3 grants).
Does The Davis Family Memorial Trust give general operating support?
Not in 2025: none of the 13 grants with a stated purpose on The Davis Family Memorial Trust's 2025 IRS Form 990-PF were described as general or operating support.
Who are The Davis Family Memorial Trust's largest grantees?
The Davis Family Memorial Trust's largest 2025 grantees include Somerset Medical Center Fdn Inc ($30,000), Seeing Eye Inc ($15,000) and Scweinfurth Memorial Art Center ($12,500), according to its 2025 IRS Form 990-PF. Together they received 66% of its itemized 2025 grant dollars.
How large is The Davis Family Memorial Trust?
The Davis Family Memorial Trust reported $780K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $219K.
What does The Davis Family Memorial Trust fund?
No mission statement for the trust is provided. See mission & focus areas ↑
How do I apply for a grant from The Davis Family Memorial Trust?
The trust 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 The Davis Family Memorial Trust's EIN?
The Davis Family Memorial Trust's EIN (Employer Identification Number) is 38-6957358. IRS Form 990 filing data is available on this page for 2021–2025.
Does The Davis Family Memorial Trust 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.
Here's the math on researching The Davis Family Memorial Trust by hand.
Explore Open Grants
Browse active grant opportunities in The Davis Family Memorial Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma
San Francisco, CA
The Federation funds Jewish life and identity, antisemitism response, crisis relief, human services, and justice and inclusion, with work in the Bay Area, Israel, and beyond. Its 2025 grants ranged from $5,050 to $2,405,915, with a median of $22,750. It frequently issues requests for proposals and welcomes inquiries about new Bay Area programs; no current organization grant opportunities were listed.
Assets
$2.0B
Grants
1,032
Total Given
$94.5M
The Robert Wood Johnson Foundation
Princeton, NJ
The Robert Wood Johnson Foundation funds efforts to improve health and health equity in the United States, including systems change addressing structural barriers to health. In 2024, its grants ranged from $125 to $12.15 million, with a median of $40,000. It typically funds through targeted programs and partnerships; whether it accepts unsolicited requests is not stated.
Assets
$13.4B
Grants
3,093
Total Given
$622.6M
Community Foundation of New Jersey
Morristown, NJ
The Community Foundation of New Jersey supports a broad range of causes, including arts, education, health, human services, and the environment, through donor-directed and other charitable funds. Its 2024 itemized grants had a median of $19,759, with awards ranging widely; its current health grant opportunity serves Morris and Somerset counties. Eligible New Jersey nonprofits may apply to specific grant opportunities, subject to each opportunity’s guidelines.
Assets
$1.0B
Grants
1,321
Total Given
$93.8M
Greater Horizons
Kansas City, MO
Greater Horizons distributes donor-advised fund grants to eligible U.S. charities and institutions across a wide range of causes; international organizations may also be supported after additional due diligence. In 2024, its grants had a median of $15,000, though amounts varied widely. Grants are requested by fund holders, and no general application process for organizations seeking funding is described.
Assets
$2.8B
Grants
3,282
Total Given
$212.2M
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
Columbus Foundation
Columbus, OH
The Columbus Foundation supports a broad range of nonprofit work, including arts, education, health, basic needs, neighborhoods, and capacity building, primarily in central Ohio. Its 2024 grants had a median of $21,471, though amounts varied widely. Most grants are directed by donors and aren’t made through an application process, but some specific programs accept applications.
Assets
$2.8B
Grants
1,747
Total Given
$242.7M
Crane Fund for Widows and Children
Englewood Cliffs, NJ
The Crane Fund for Widows and Children supports charitable organizations, including those working in healthcare and social services, children’s services, recreation, and basic needs, with grants across multiple states. Its 2024 grants ranged from $2,000 to $45,000, with a median of $4,500; it funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.6M
Grants
985
Total Given
$4.5M
The Hyde and Watson Foundation
Warren Township, NJ
The Hyde and Watson Foundation funds capital projects in human services, education, health, arts and culture, and the environment. Most awards are $5,000–$20,000, with a 2024 median of $10,000, for eligible nonprofits in New York City and Essex, Morris, and Union counties in New Jersey. It accepts applications through an online portal during its stated application periods; the profile does not say whether it accepts unsolicited requests.
Assets
$88.2M
Grants
611
Total Given
$6.1M
Princeton Area Community Foundation Inc
Princeton, NJ
The foundation supports nonprofits and community programs in areas such as basic needs, education, health, housing, arts, and the environment, with competitive grants focused on under-resourced communities and women and girls. Its 2024 grants had a median of $15,000, and its discretionary grantmaking primarily serves Mercer County and nearby parts of New Jersey and eastern Bucks County, Pennsylvania. The profile describes competitive programs but does not state whether unsolicited requests are accepted.
Assets
$279.6M
Grants
515
Total Given
$31.3M
Oceanfirst Foundation
Toms River, NJ
OceanFirst Foundation funds nonprofits working in health and wellness, housing, youth development and education, economic stability, quality of life, and higher education in communities served by OceanFirst Bank. In 2025 it awarded grants of $50 to $55,000, with a median of $2,200. It does not limit giving to preselected organizations; prospective applicants are directed to contact the foundation to discuss fit before applying through its online portal.
Assets
$6.1M
Grants
425
Total Given
$1.6M
Jewish Community Foundation of Greater Metrowest NJ
Whippany, NJ
The Jewish Community Foundation of Greater MetroWest NJ supports Jewish community life and other charitable causes, including education, social services, emergency aid, and community initiatives, locally, nationally, and internationally. Its 2025 grants had a median of $17,400, though amounts varied widely and most giving is recommended by fundholders. It offers applications for specific grant opportunities, but its general policy on unsolicited requests is not stated.
Assets
$648.3M
Grants
407
Total Given
$29.3M
KPMG US Foundation Inc
Montvale, NJ
KPMG US Foundation supports education, mental health, community vitality, and community relief and resilience, with grants distributed across the United States. Its 2025 grants had a median of $25,000, though amounts ranged from about $5,000 to $2.2 million. The available information does not say whether it accepts unsolicited requests.
Assets
$12.4M
Grants
387
Total Given
$33.5M
More Funders in New Jersey
The Davis Family Memorial Trust down — hundreds of funders to go?