The John and Shirley Davies Foundation
The John and Shirley Davies Foundation is a private foundation based in Loveland, Ohio. It reported 19 grants totaling $23,877 in filing year 2025.
The John and Shirley Davies Foundation at a glance
In short: The John and Shirley Davies Foundation gave $24K across 19 grants in 2025 (avg $1K), mostly in Ohio. 33% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $23,877
- +5.9% vs 2024
- Grants made (2025)
- 19
- +11.8% vs 2024
- Average grant
- $1,257
- -5.2% vs 2024
- Median grant
- $1,000
- Total assets
- $207,925
- -3.1% vs 2024
- New grantees (estimate)
- 33% first-time grantees (4 of 12, 2025; small sample)
- Primary geography
- Ohio (63% 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 John and Shirley Davies Foundation
- How to Apply
-
The foundation’s 2024 filing states that giving is not restricted to preselected organizations. Applications must be submitted in writing; the filing states there are no restrictions on awards.
- Review Cycle
- None, according to the 2024 filing.
- Deadline
- None, according to the 2024 filing.
- Contact
Application contact: The John And Shirley Davies Foundat
Mailing address: 600 Deerwood Lane, Loveland, OH 45140
Phone: (513) 791-6699
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The John and Shirley Davies Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Cota Children's Organ Transplant Association Inc ($5K across 2 grants). Together the top 10 received $22K.
Grant Size Distribution
99 grants across all recorded years
The most common grant size was under $50K: 99 grants of 99 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 63% of grant dollars went to recipients in Ohio, 19% to recipients in Indiana, and 18% to recipients in Tennessee.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
Cities
Is The John and Shirley Davies Foundation open to new grantees?
33%
first-time grantees, 2025
In 2025, 4 of 12 grantees (33%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $2K; repeat grants $2K. How we count
Medians: $2K first-time, $2K repeat.
- 33% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 118% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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 2019 to 2025, annual grant giving ranged from $20K (2023) to $25K (2021). In 2025 it made 19 grants totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cota Children's Organ Transplant Association Inc Bloomington, IN | General Support | $3,000 |
| Sacred Selections Murfreesboro, TN | General Support | $2,600 |
| Matthew 25 Ministries Inc Cincinnati, OH | General Support | $2,000 |
| Cota Children's Organ Transplant Association Inc Bloomington, IN | General Support | $1,500 |
| Big Brothers & Big Sisters of Greater Cincinnati Inc Cincinnati, OH | General Support | $1,000 |
| Big Brothers & Big Sisters of Greater Cincinnati Inc Cincinnati, OH | General Support | $1,000 |
| Building Blocks for Kids Mason, OH | General Support | $1,000 |
| Dav-Disabled American Veterans Cincinnati, OH | General Support | $1,000 |
| Hospice of Cincinnati Cincinnati, OH | General Support | $1,000 |
| Kate's Cupboard Cincinnati, OH | General Support | $1,000 |
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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 | $207,925 | $22,539 | $29,214 | $23,877 | 19 | $24,585 | $16,394 | $20,812 |
| 2024 | $214,602 | $26,565 | $28,506 | $22,545 | 17 | $24,337 | $22,396 | $19,759 |
| 2023 | $216,543 | $35,087 | $32,177 | $19,500 | 16 | $31,882 | $29,828 | $18,408 |
| 2022 | $213,645 | $22,513 | $48,742 | $21,000 | 23 | $45,263 | $19,646 | $20,271 |
| 2021 | $240,436 | $45,500 | $51,141 | $24,500 | 24 | $50,803 | $41,500 | $24,238 |
| 2020 | $247,874 | $28,341 | $45,704 | $21,500 | 23 | — | $24,341 | $21,851 |
| 2019 | $264,516 | $40,944 | $55,956 | $24,000 | 22 | — | $36,149 | $23,253 |
Under IRS private-foundation payout rules, The John and Shirley Davies Foundation reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grantees included organizations working in areas such as transplant-related family support, mentoring, humanitarian aid, and adoption support. For example, the Children’s Organ Transplant Association describes its work as providing fundraising assistance and family support to children and young adults needing transplants. Big Brothers Big Sisters of Greater Cincinnati describes its work as matching youth facing adversity with trained adult mentors.
Grantmaking
In filing year 2025, the foundation made 19 grants totaling $23,877. Grants ranged from $777 to $3,000, with a median of $1,000. Among the largest grants were $3,000 to the Children’s Organ Transplant Association, $2,600 to Sacred Selections, and $2,000 to Matthew 25 Ministries. The filing also lists two grants of $1,000 each to Big Brothers & Big Sisters of Greater Cincinnati.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Ashley Davies as president and treasurer, Maureen Davies as secretary, and Ian Davies as vice president.
The John and Shirley Davies Foundation is led by Ashley Davies, President & Treasurer since 2023 (on filings since 2019); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ashley Davies
President & Treasurer
President → President & Treasurer, 2023
On filings since 2019
1 hr/week
No compensation reported
Ian Davies
Vice President
On filings since 2019
1 hr/week
No compensation reported
Maureen Davies
Secretary
On filings since 2023
1 hr/week
No compensation reported
Former officers (1)
- Former: Shirley Moran (2019–2023) — Director
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 John and Shirley Davies Foundation
How much does The John and Shirley Davies Foundation give each year?
The John and Shirley Davies Foundation gave $24K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 17 grants.
What is The John and Shirley Davies Foundation's typical grant size?
The John and Shirley Davies Foundation's median grant in 2025 was $1,000, and its average grant was $1,257, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The John and Shirley Davies Foundation that year got $2K on average.
Where does The John and Shirley Davies Foundation give grants?
The John and Shirley Davies Foundation gives mostly in Ohio: 63% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Indiana (19%) and Tennessee (18%). The most frequent recipient cities were Cincinnati, OH (11 grants), Murfreesboro, TN (3 grants), Bloomington, IN (2 grants) and Loveland, OH (2 grants).
Does The John and Shirley Davies Foundation give general operating support?
Yes: 100% of The John and Shirley Davies Foundation's 2025 grants with a stated purpose (19 of 19) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The John and Shirley Davies Foundation's largest grantees?
The John and Shirley Davies Foundation's largest 2025 grantees include Cota Children's Organ Transplant Association Inc ($4,500 across 2 grants), Sacred Selections ($4,377 across 3 grants) and Big Brothers & Big Sisters of Greater Cincinnati Inc ($2,000 across 2 grants), according to its 2025 IRS Form 990-PF. Together they received 46% of its itemized 2025 grant dollars.
How large is The John and Shirley Davies Foundation?
The John and Shirley Davies Foundation reported $208K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $21K (roughly 5% of its investment assets).
What does The John and Shirley Davies Foundation fund?
No mission statement for the foundation is provided. Its 2025 grantees included organizations working in areas such as transplant-related family support, mentoring, humanitarian aid, and adoption support. See mission & focus areas ↑
How do I apply for a grant from The John and Shirley Davies Foundation?
The foundation’s 2024 filing states that giving is not restricted to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The John and Shirley Davies Foundation's EIN?
The John and Shirley Davies Foundation's EIN (Employer Identification Number) is 31-1335126. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 22, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 8, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 17, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 1, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work The John and Shirley Davies Foundation funds
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