The James W Davis Foundation Inc

Private foundation · Grantmaker Statesville, NC EIN: 58-1528127

The James W Davis Foundation Inc is a private foundation, based in Statesville, NC. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $9.0M in total assets. In 2025, it awarded 8 grants totaling $430K. Net investment income was $413K.

Key facts about The James W Davis Foundation Inc

In short: The James W Davis Foundation Inc gave $430K across 8 grants in 2025 (avg $54K), mostly in North Carolina. Source: 2025 IRS Form 990-PF.

EIN
58-1528127
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$430,000
Grants made (2025)
8
Average grant
$53,750
Median grant
$25,000
Total assets
$9,012,429
Primary geography
North Carolina (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$9.0M

+6.0% YoY

Annual Giving

$430K

+3.6% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$54K

+3.6% YoY

Under IRS private-foundation payout rules, The James W Davis Foundation Inc reported a distributable amount of $442K for 2025 — the minimum it must pay out in qualifying distributions.

How The James W Davis Foundation Inc gives

  • Giving held roughly steady from 2022 to 2025 (+13%). Method
  • In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with The James W Davis Foundation Inc?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 8 itemized grants.

Cities

StatesvilleBoiling SpringsCharlotte

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K7 grants2021 7 grants2022 7 grants2023 8 grants2024 8 grants2025

From 2021 to 2025, annual grant giving ranged from $365K (2023) to $430K (2025). In 2025 it made 8 grants totaling $430K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Gardner Webb University: $160KGardner Webb University$160KMitchell Community College: $160KMitchell Community College$160KFifth Street Ministries: $35KFifth Street Ministries$35KPower Cross: $30KPower Cross$30KIredell Christian Ministries: $20KIredell Christian Ministries$20KBoys and Girls Club: $15KBoys and Girls Club$15KPurple Heart Homes: $5KPurple Heart Homes$5KGoodwill Workforce Development Ctr: $5KGoodwill Workforce DevelopmentCtr$5K

The largest 2025 recipient was Gardner Webb University ($160K). Together the top 8 received $430K.

Grant Size Distribution

37 grants across all recorded years

27<$50K$50–100K10$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 27 grants of 37 (73%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Gardner Webb University Boiling Springs, NCNursing Education$160,000
Mitchell Community College Statesville, NCNursing Education$160,000
Fifth Street Ministries Statesville, NCHelp Needy$35,000
Power Cross Statesville, NCProvides Programs for Teens$30,000
Iredell Christian Ministries Statesville, NCHelp Needy$20,000
Boys and Girls Club Statesville, NCHelp Needy Children$15,000
Purple Heart Homes Statesville, NCProvide Housing Solutions for Vets$5,000
Goodwill Workforce Development Ctr Statesville, NCTo Fund Employment and Training Prog$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$9,012,429$8,504,899$8,048,647
Revenue$432,255$393,539$155,177
Expenses$459,404$456,020$410,573
Qualifying Distributions$434,509$421,659$381,305
Net Investment Income$413,360$262,420$278,963
Distributable Amount$441,883$414,481$390,893

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

The James W Davis Foundation Inc is led by Ralph Bentley, Chairman since 2024 (on filings since 2021); 1 of 9 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Ralph Bentley

    Chairman

    Director → Chairman, 2024

    On filings since 2021

    No compensation reported

  • Nate McElwee

    Director

    On filings since 2021

    No compensation reported

  • Scarlett Chapman

    Director

    On filings since 2024

    No compensation reported

  • Thom Kincaid

    Director

    On filings since 2024

    No compensation reported

  • W. Sloan Goforth

    Director

    On filings since 2024

    No compensation reported

  • William A. Long Jr.

    Director

    On filings since 2024

    No compensation reported

  • William A. Long

    Foundation M

    Chairman → Foundation M, 2024

    On filings since 2021

    $6K (2024) → $6K (2025)

  • John N. Gilbert

    Vice Chairman

    Director → Vice Chairman, 2024

    On filings since 2021

    No compensation reported

  • Margaret Willhide

    Secretary

    On filings since 2021

    No compensation reported

Former officers (4)
  • Former: Doug Hendrix (2021–2023) — Director
  • Former: Jane Cartner (2021–2023) — Director
  • Former: John S. Steele (2021–2023) — Vice Chairman
  • Former: William Troutman (2021–2023) — Director

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.

Compensation Overview

From 2025 IRS filing

William a Long — Foundation M: $6KWilliam a LongFoundation M$6K

The highest reported compensation on the 2025 filing was $6K, to William a Long (Foundation M).

Frequently asked questions about The James W Davis Foundation Inc

How much does The James W Davis Foundation Inc give each year?

The James W Davis Foundation Inc gave $430K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $415K across 8 grants.

What is The James W Davis Foundation Inc's typical grant size?

The James W Davis Foundation Inc's median grant in 2025 was $25,000, and its average grant was $53,750, across 8 grants on its 2025 IRS Form 990-PF.

Where does The James W Davis Foundation Inc give grants?

The James W Davis Foundation Inc gives mostly in North Carolina: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Statesville, NC (7 grants).

Does The James W Davis Foundation Inc give general operating support?

Not in 2025: none of the 8 grants with a stated purpose on The James W Davis Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support.

Who are The James W Davis Foundation Inc's largest grantees?

The James W Davis Foundation Inc's largest 2025 grantees include Gardner Webb University ($160,000), Mitchell Community College ($160,000) and Fifth Street Ministries ($35,000), according to its 2025 IRS Form 990-PF. Together they received 83% of its itemized 2025 grant dollars.

How large is The James W Davis Foundation Inc?

The James W Davis Foundation Inc reported $9.0M in total assets on its 2025 IRS Form 990-PF. It paid out $435K in qualifying distributions that year, against a required minimum of $442K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is The James W Davis Foundation Inc's EIN?

The James W Davis Foundation Inc's EIN (Employer Identification Number) is 58-1528127. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching The James W Davis Foundation Inc by hand.

Explore Open Grants

Browse active grant opportunities in The James W Davis Foundation Inc's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Cashion Family Foundation Inc

Statesville, NC

The foundation supports a range of community, educational, health, and charitable organizations, primarily in North Carolina, with some funding in South Carolina. Its 2026 grants ranged from $500 to $5,000, with a median of $1,500; it funds only preselected organizations and does not accept unsolicited requests.

Assets

$845K

Grants

21

Total Given

$44K

Foundation for the Carolinas

Charlotte, NC

Foundation For The Carolinas funds nonprofits and other eligible organizations working in areas such as education, health and human services, the environment, youth development, and animal welfare, primarily across 13 counties in North and South Carolina. Its 2024 grants had a median of $25,000, though amounts varied widely; most grants are donor-recommended and have no application process, while some competitive programs accept applications under program-specific rules.

Philanthropy, Voluntarism & Grantmaking

Assets

$3.9B

Grants

1,605

Total Given

$609.1M

Enterprise Holdings Foundation

Saint Louis, MO

Enterprise Holdings Foundation supports nonprofits in health, education, arts, disaster relief, reforestation, hunger relief, and community equity, with an emphasis on organizations actively supported by Enterprise employees and their families. Its reported grants range widely: 2024 giving averaged about $7,700 across 9,499 grants, while the foundation also offers awards of up to $40,000; it supports communities where Enterprise operates worldwide. Unsolicited requests are accepted at any time, but eligible applications must be submitted by an Enterprise team member or their spouse or domestic partner on behalf of a nonprofit they actively support.

Assets

$594.3M

Grants

1

Total Given

$101.4M

Nora Roberts Foundation

Glenn Dale, MD

The Nora Roberts Foundation prioritizes literacy and also funds the arts, children, social justice, and the environment, supporting eligible public-serving nonprofits and programs across the United States, with priority for specified nearby counties and Washington, DC. Typical grants are about $5,000 for local groups and $3,000 for non-local groups; it recommends first-time applicants request $3,000–$5,000. Its 2024 filing says it does not accept unsolicited requests and gives only to preselected organizations, though its website describes an application process.

Assets

$118.6M

Grants

466

Total Given

$7.5M

John and Judy Spoelhof Foundation

Holland, MI

The John and Judy Spoelhof Foundation supports a range of charitable organizations, including education, human services, faith-based work, and health-related programs, with most funding going to Michigan. Its 2025 grants had a median of $17,500 and ranged from $1,700 to $550,000. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$39.6M

Grants

60

Total Given

$2.5M

Loblolly Community Foundation Inc

Hobe Sound, FL

The foundation supports charitable organizations addressing education, health, welfare, housing, youth services, and safety needs in Hobe Sound and Martin County, Florida, and also runs programs for local employees, families, students, and individuals. In 2025, grants ranged from $8,000 to $175,000, with a median of $25,000. The profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$2.1M

Grants

31

Total Given

$1.0M

The Max and Yetta Karasik Family Foundation

Chicago, IL

Philanthropy, Voluntarism & Grantmaking

Assets

$4.6M

Grants

5

Total Given

$300K

The Share Foundation

Southfield, MI

Philanthropy, Voluntarism & Grantmaking

Assets

$56K

Grants

3

Total Given

$51K

The McDaniel Family Foundation Inc

Dalton, GA

The McDaniel Family Foundation supports local charities, including educational institutions, churches, and other organizations, primarily in Georgia. Its 2025 grants ranged from $500 to $55,000, with a median of $1,500. It accepts verbal or written requests with proof of exempt status and does not restrict awards to preselected organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$547K

Grants

21

Total Given

$112K

E P Woodruff Trust

Brownwood, TX

The E P Woodruff Trust funds 501(c)(3) organizations working in areas such as youth activities, arts, social services, accessibility, facility improvements, and emergency response, primarily in Texas. In 2024 it awarded 21 grants of $1,000–$8,000, with a median grant of $5,000. It accepts unsolicited written requests; no deadline is listed.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.5M

Grants

21

Total Given

$89K

The Dale Jr Foundation

Mooresville, NC

The Dale Jr Foundation funds nonprofits serving underprivileged people, especially youth, in areas including education, wellness, hunger, empowerment, and safe homes. Recent grants ranged from $5,337 to $150,000, with a median of $15,000; giving is national, with a strong focus on North Carolina and other states. It accepts requests through its donation form and requires supporting documents; requests are due by October 31.

Philanthropy, Voluntarism & Grantmaking

Assets

$935K

Grants

27

Total Given

$768K

Ima Foundation

Wichita, KS

Assets

$11.4M

Grants

602

Total Given

$831K

More Funders in North Carolina

The James W Davis Foundation Inc down — hundreds of funders to go?

Want AI to do this for you?