The John and Shirley Davies Foundation is a private foundation focused on Education, based in LOVELAND, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $215K in total assets. In 2024, it awarded 17 grants totaling $23K. Net investment income was $22K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$215K
-0.9% YoY
Annual Giving
$23K
+15.6% YoY
Grant Count
17
+6.3% YoY
Avg Grant Size
$1K
+8.8% YoY
Under IRS private-foundation payout rules, The John and Shirley Davies Foundation reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.
About The John and Shirley Davies Foundation
Based on IRS filings
The John and Shirley Davies Foundation is a private foundation focused on Education, based in LOVELAND, OH. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $215K in total assets. In 2024, it awarded 17 grants totaling $23K. Net investment income was $22K.
Focus Areas
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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 | $214,602 | $216,543 | $213,645 |
| Revenue | $26,565 | $35,087 | $22,513 |
| Expenses | $28,506 | $32,177 | $48,742 |
| Qualifying Distributions | $24,337 | $31,882 | $45,263 |
| Net Investment Income | $22,396 | $29,828 | $19,646 |
| Distributable Amount | $19,759 | $18,408 | $20,271 |
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
103 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Matthew 25ministries ($4,500), Samaritan's Purse ($4,500), Safe Haven Farms ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| BIG BROTHER BIG SISTER OF CINCINNATI CINCINNATI, OH | GENERAL SUPPORT | $1,000 |
| DAV-DISABLED AMERICAN VETERANS CINCINNATI, OH | GENERAL SUPPORT | $500 |
| KATE'S CUPBOARD CINCINNATI, OH | GENERAL SUPPORT | $500 |
| MATTHEW 25MINISTRIES CINCINNATI, OH | GENERAL SUPPORT | $4,500 |
| SACRED SELECTIONS MURFREESBORO, TN | GENERAL SUPPORT | $1,000 |
| SACRED SELECTIONS MURFREESBORO, TN | GENERAL SUPPORT | $1,045 |
| SAFE HAVEN FARMS CINCINNATI, OH | GENERAL SUPPORT | $1,500 |
| SAFE HAVEN FARMS CINCINNATI, OH | GENERAL SUPPORT | $1,000 |
| SAFE HAVEN FARMS CINCINNATI, OH | GENERAL SUPPORT | $1,000 |
| SWEET CHEEKS DIAPER BANK CINCINNATI, OH | GENERAL SUPPORT | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ASHLEY DAVIES | PRESIDENT/TREASURER | 1 | — |
| MAUREEN DAVIES | SECRETARY | 1 | — |
| IAN DAVIES | VICE PRESIDENT | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The John and Shirley Davies Foundation?
The John and Shirley Davies Foundation is a private foundation focused on Education, based in LOVELAND, OH. It holds $215K in total assets as of 2024.
How large is The John and Shirley Davies Foundation?
As of 2024, The John and Shirley Davies Foundation holds $215K in total assets with $27K in annual revenue. It awarded 17 grants totaling $23K in 2024.
Where does The John and Shirley Davies Foundation operate?
The John and Shirley Davies Foundation has awarded grants in California, Florida, Indiana, Kentucky, North Carolina, Ohio, Tennessee, Texas, Virginia.
What size grants does The John and Shirley Davies Foundation award?
In 2024, The John and Shirley Davies Foundation awarded 17 grants totaling $23K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is The John and Shirley Davies Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The John and Shirley Davies Foundation reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2019–2024.
Explore Open Grants
Browse active grant opportunities in The John and Shirley Davies Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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