The Harold & Evelyn R Davis
The Harold & Evelyn R Davis is a private foundation, based in Sarasota, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $558K in total assets. In 2025, it awarded 4 grants totaling $45K. Net investment income was $25K.
The Harold & Evelyn R Davis at a glance
In short: The Harold & Evelyn R Davis gave $45K across 4 grants in 2025 (avg $11K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $45,000
- +12.5% vs 2024
- Grants made (2025)
- 4
- +33.3% vs 2024
- Average grant
- $11,250
- -15.6% vs 2024
- Median grant
- $7,500
- Total assets
- $557,592
- -2.4% vs 2024
- Primary geography
- Florida (89% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Harold & Evelyn R Davis funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Jazz Club of Sarasota ($25K). Together the top 4 received $45K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 19 grants of 19 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How The Harold & Evelyn R Davis gives
- Giving grew 88% from 2022 to 2025. Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $21K (2021) to $45K (2025). In 2025 it made 4 grants totaling $45K.
Grants by year
Grant recipients and amounts by year
| 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 |
| Zamir Chorale of Boston New York, NY | General | $5,000 |
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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 | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $557,592 | $28,309 | $51,752 | $45,000 | 4 | $47,511 | $24,550 | $43,935 |
| 2024 | $571,035 | $38,424 | $48,893 | $40,000 | 3 | $44,571 | $34,704 | $32,591 |
| 2023 | $581,504 | $24,014 | $33,334 | $30,000 | 3 | $30,185 | $20,865 | $30,339 |
| 2022 | $590,824 | $23,187 | $30,285 | $24,000 | 5 | $26,598 | $19,929 | $31,746 |
| 2021 | $597,922 | $35,747 | $26,931 | $21,000 | 4 | $22,861 | $30,830 | $36,259 |
| 2020 | $589,106 | $14,119 | $47,162 | $38,000 | 5 | — | $11,008 | $30,180 |
| 2019 | $622,149 | $145,970 | $35,316 | $27,500 | 5 | — | $142,584 | $28,166 |
Under IRS private-foundation payout rules, The Harold & Evelyn R Davis reported a distributable amount of $44K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Harold & Evelyn R Davis is led by Richard P. Davis, President & Director on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Richard P. Davis
President & Director
On filings since 2019
1 hr/week
No compensation reported
Kenneth E. Davis
Secretary, Treasurer & Director
On filings since 2019
1 hr/week
No compensation reported
Marcy E. Davis
Director
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Harold & Evelyn R Davis
How much does The Harold & Evelyn R Davis give each year?
The Harold & Evelyn R Davis gave $45K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $40K across 3 grants.
What is The Harold & Evelyn R Davis's typical grant size?
The Harold & Evelyn R Davis's median grant in 2025 was $7,500, and its average grant was $11,250, across 4 grants on its 2025 IRS Form 990-PF.
Where does The Harold & Evelyn R Davis give grants?
The Harold & Evelyn R Davis gives mostly in Florida: 89% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (11%). The most frequent recipient cities were Sarasota, FL (3 grants).
Does The Harold & Evelyn R Davis give general operating support?
Yes: 100% of The Harold & Evelyn R Davis's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is The Harold & Evelyn R Davis?
The Harold & Evelyn R Davis reported $558K in total assets on its 2025 IRS Form 990-PF. It paid out $48K in qualifying distributions that year, against a required minimum of $44K (roughly 5% of its investment assets).
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 9, 2020)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 19, 2024)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 22, 2025)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 31, 2025)
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