The Harold & Evelyn R Davis
The Harold & Evelyn R Davis is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $571K in total assets. In 2024, it awarded 3 grants totaling $40K. Net investment income was $35K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$571K
-1.8% YoY
Annual Giving
$40K
+33.3% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$13K
+33.3% YoY
Under IRS private-foundation payout rules, The Harold & Evelyn R Davis reported a distributable amount of $33K for 2024 — the minimum it must pay out in qualifying distributions.
About The Harold & Evelyn R Davis
Based on IRS filings
The Harold & Evelyn R Davis is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $571K in total assets. In 2024, it awarded 3 grants totaling $40K. Net investment income was $35K.
Focus Areas
Ready to take the next step with The Harold & Evelyn R Davis?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $571,035 | $581,504 | $590,824 |
| Revenue | $38,424 | $24,014 | $23,187 |
| Expenses | $48,893 | $33,334 | $30,285 |
| Qualifying Distributions | $44,571 | $30,185 | $26,598 |
| Net Investment Income | $34,704 | $20,865 | $19,929 |
| Distributable Amount | $32,591 | $30,339 | $31,746 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jazz Club of Sarasota ($25,000), Tidewell Foundation ($10,000), Arts & Cultural Alliance of Sarasota County ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| JAZZ CLUB OF SARASOTA SARASOTA, FL | GENERAL | $25,000 |
| TIDEWELL FOUNDATION SARASOTA, FL | GENERAL | $10,000 |
| ARTS & CULTURAL ALLIANCE OF SARASOTA COUNTY SARASOTA, FL | GENERAL | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KENNETH E DAVIS | SECRETARY/TREAS/DIRECTOR | 1 | — |
| RICHARD P DAVIS | PRESIDENT & DIRECTOR | 1 | — |
| MARCY E DAVIS | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Harold & Evelyn R Davis?
The Harold & Evelyn R Davis is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. It holds $571K in total assets as of 2024.
How large is The Harold & Evelyn R Davis?
As of 2024, The Harold & Evelyn R Davis holds $571K in total assets with $38K in annual revenue. It awarded 3 grants totaling $40K in 2024.
Where does The Harold & Evelyn R Davis operate?
The Harold & Evelyn R Davis has awarded grants in Florida, New York, Tennessee.
What size grants does The Harold & Evelyn R Davis award?
In 2024, The Harold & Evelyn R Davis awarded 3 grants totaling $40K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is The Harold & Evelyn R Davis required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Harold & Evelyn R Davis reported a distributable amount of $33K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Harold & Evelyn R Davis's EIN?
The Harold & Evelyn R Davis's EIN (Employer Identification Number) is 31-1598507. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.