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.
The Davis Family Memorial Trust at a glance
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.
- Annual giving (2025)
- $87,680
- +21.8% vs 2024
- Grants made (2025)
- 13
- +30.0% vs 2024
- Average grant
- $6,745
- -6.3% vs 2024
- Median grant
- $3,000
- Total assets
- $779,829
- +16.5% vs 2024
- New grantees (estimate)
- 8% first-time grantees (1 of 13, 2025; small sample)
- Primary geography
- New Jersey (76% 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 The Davis Family Memorial Trust
- 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.
- Contact
Mailing address: 206 Holcombe Way, Lambertville, NJ 08530
Phone: (609) 397-2245
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Davis Family Memorial Trust funds
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%).
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
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.
Giving History
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.
Grants by year
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 |
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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 |
|---|---|---|---|---|---|---|---|
| 2025 | $779,829 | $218,935 | $108,218 | $87,680 | 13 | $108,218 | $198,397 |
| 2024 | $669,112 | $29,891 | $82,534 | $72,000 | 10 | $82,534 | $21,881 |
| 2023 | $721,755 | $64,166 | $85,148 | $65,500 | 11 | $85,148 | $44,518 |
| 2022 | $742,737 | $9,140 | $85,974 | $67,500 | 12 | $85,974 | $7,926 |
| 2021 | $819,571 | $131,940 | $82,006 | $79,500 | 19 | $82,006 | $129,467 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
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.
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.
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.
Data update history
(6)
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
Live grants for the work The Davis Family Memorial Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in The Davis Family Memorial Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Davis Family Memorial Trust funder profile. GrantGraph. Retrieved October 25, 2026, from https://grantable.co/funders/the-davis-family-memorial-trust-morg_cf6316241bff4b8ebe3bd73070eba54f
BibTeX
@misc{grantable_386957358_2026,
author = {{Grantable}},
title = {{The Davis Family Memorial Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-davis-family-memorial-trust-morg_cf6316241bff4b8ebe3bd73070eba54f},
note = {Accessed 2026-10-25. 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 The Davis Family Memorial Trust'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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