The Gerard H Davis and Roberta Davis
The Gerard H Davis and Roberta Davis is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DARIEN, CT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 29 grants totaling $240K. Net investment income was $92K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
+1.3% YoY
Annual Giving
$240K
+36.8% YoY
Grant Count
29
+222.2% YoY
Avg Grant Size
$8K
-57.6% YoY
Under IRS private-foundation payout rules, The Gerard H Davis and Roberta Davis reported a distributable amount of $135K for 2024 — the minimum it must pay out in qualifying distributions.
About The Gerard H Davis and Roberta Davis
Based on IRS filings
The Gerard H Davis and Roberta Davis is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DARIEN, CT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 29 grants totaling $240K. Net investment income was $92K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,780,063 | $2,744,195 | $2,835,720 |
| Revenue | $100,144 | $94,489 | $26,638 |
| Expenses | $253,218 | $189,514 | $191,165 |
| Qualifying Distributions | $245,252 | $182,404 | $187,365 |
| Net Investment Income | $92,178 | $87,379 | $22,838 |
| Distributable Amount | $134,859 | $134,744 | $139,009 |
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 2024
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Chamber Music Society of Lincoln Center ($33,250), Doctors Without Borders ($33,250), Lighhouse Guild ($33,250).
| Recipient | Purpose | Amount |
|---|---|---|
| CHAMBER MUSIC SOCIETY OF LINCOLN CENTER NEW YORK, NY | CHARITABLE CONTRIBUTION | $33,250 |
| DOCTORS WITHOUT BORDERS HAGERSTOWN, MD | CHARITABLE CONTRIBUTION | $33,250 |
| FRIENDS OF DARIEN YOUTH HOCKEY DARIEN, CT | CHARITABLE CONTRIBUTION | $20,189 |
| GREENWICH SCHOLARSHIP ASSOCIATION GREENWICH, CT | CHARITABLE CONTRIBUTION | $10,000 |
| LIGHHOUSE GUILD NEW YORK, NY | CHARITABLE CONTRIBUTION | $33,250 |
| METROPOLITAN OPERA ASSOCIATION NEW YORK, NY | CHARITABLE CONTRIBUTION | $33,250 |
| SOUTHERN POVERTY LAW CENTER MONTGOMERY, AL | CHARITABLE CONTRIBUTION | $5,000 |
| SYMPHONY HALL BOSTON, MA | CHARITABLE CONTRIBUTION | $5,000 |
| ADAM J LEWIS ACADEMY BRIDGEPORT, CT | CHARITABLE CONTRIBUTION | $20,250 |
| DARIEN ATHLETIC FOUNDATION DARIEN, CT | CHARITABLE CONTRIBUTION | $1,488 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SIMA F FARMER | TRUSTEE | — | — |
| DANIEL L DANIELS | TRUSTEE | 1 | $8,440 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Gerard H Davis and Roberta Davis?
The Gerard H Davis and Roberta Davis is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DARIEN, CT. It holds $2.8M in total assets as of 2024.
How large is The Gerard H Davis and Roberta Davis?
As of 2024, The Gerard H Davis and Roberta Davis holds $2.8M in total assets with $100K in annual revenue. It awarded 29 grants totaling $240K in 2024.
Where does The Gerard H Davis and Roberta Davis operate?
The Gerard H Davis and Roberta Davis has awarded grants in Alabama, California, Connecticut, Florida, Indiana, Massachusetts, Maryland, Michigan, New York, Ohio, Pennsylvania, Rhode Island, Texas, Virginia, Vermont.
What size grants does The Gerard H Davis and Roberta Davis award?
In 2024, The Gerard H Davis and Roberta Davis awarded 29 grants totaling $240K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is The Gerard H Davis and Roberta Davis required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Gerard H Davis and Roberta Davis reported a distributable amount of $135K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Gerard H Davis and Roberta Davis's EIN?
The Gerard H Davis and Roberta Davis's EIN (Employer Identification Number) is 84-4677715. IRS Form 990 filing data is available on this page for 2021–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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