The Katharine Davis Foundation

Private foundation · Grantmaker Ashville, AL EIN: 99-4405709

The Katharine Davis Foundation is a private foundation, based in Ashville, AL. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $3.4M in total assets. In 2025, it awarded 3 grants totaling $90K. Net investment income was $24K.

Key facts about The Katharine Davis Foundation

In short: The Katharine Davis Foundation gave $90K across 3 grants in 2025 (avg $30K), mostly in Illinois. Source: 2025 IRS Form 990-PF.

EIN
99-4405709
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$90,000
Grants made (2025)
3
Average grant
$30,000
Median grant
$25,000
Total assets
$3,405,181
Primary geography
Illinois (72% 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

$3.4M

-4.0% YoY

Annual Giving

$90K

Grant Count

3

Avg Grant Size

$30K

Under IRS private-foundation payout rules, The Katharine Davis Foundation reported a distributable amount of $272K for 2025 — the minimum it must pay out in qualifying distributions.

How The Katharine Davis Foundation gives

  • In 2025 it paid out 45% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

ChicagoBirmingham

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K0 grants2024 3 grants2025

In 2025 it made 3 grants totaling $90K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Veterans Legal Aid Society: $40KVeterans Legal Aid Society$40KBirmingham Zoo: $25KBirmingham Zoo$25KNational Women Veterans United: $25KNational Women Veterans United$25K

The largest 2025 recipient was Veterans Legal Aid Society ($40K). Together the top 3 received $90K.

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 3 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Veterans Legal Aid Society Chicago, ILGrant for Staff Attorney to Help Obtain Iolta$40,000
Birmingham Zoo Birmingham, ALGrant for Military & Family Zoo Entrance Fees$25,000
National Women Veterans United Chicago, ILAdvocate, educate and bond with all military women veterans with special emphasis on women who are$25,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$4M2024 2025
Metric20252024
Total Assets$3,405,181$3,547,885
Revenue$56,888$3,547,935
Expenses$199,592$50
Qualifying Distributions$122,092—
Net Investment Income$23,982$1
Distributable Amount$272,040$1,406

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2024 (received by the IRS August 11, 2025)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS June 16, 2026)

Leadership & Key People

Officers and directors from IRS filings

The Katharine Davis Foundation's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Leah Scalise

    Trustee

    On filings since 2024

    5 hrs/week

    $13K (2025)

  • Nancy Hughes

    Trustee

    On filings since 2024

    5 hrs/week

    $13K (2025)

  • Angela Davidson

    Agent

    On filings since 2024

    5 hrs/week

    $20K (2025)

Data from IRS Form 990 filings, 2024–2025. "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

Angela Davidson — Agent: $20KAngela DavidsonAgent$20KNancy Hughes — Trustee: $13KNancy HughesTrustee$13KLeah Scalise — Trustee: $13KLeah ScaliseTrustee$13K

The highest reported compensation on the 2025 filing was $20K, to Angela Davidson (Agent). 3 officers or directors reported compensation on that filing.

Frequently asked questions about The Katharine Davis Foundation

How much does The Katharine Davis Foundation give each year?

The Katharine Davis Foundation gave $90K across 3 grants in 2025, according to its 2025 IRS Form 990-PF.

What is The Katharine Davis Foundation's typical grant size?

The Katharine Davis Foundation's median grant in 2025 was $25,000, and its average grant was $30,000, across 3 grants on its 2025 IRS Form 990-PF.

Where does The Katharine Davis Foundation give grants?

The Katharine Davis Foundation gives mostly in Illinois: 72% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Alabama (28%). The most frequent recipient cities were Chicago, IL (2 grants).

Does The Katharine Davis Foundation give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on The Katharine Davis Foundation's 2025 IRS Form 990-PF were described as general or operating support.

How large is The Katharine Davis Foundation?

The Katharine Davis Foundation reported $3.4M in total assets on its 2025 IRS Form 990-PF. It paid out $122K in qualifying distributions that year, against a required minimum of $272K (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 Katharine Davis Foundation's EIN?

The Katharine Davis Foundation's EIN (Employer Identification Number) is 99-4405709. IRS Form 990 filing data is available on this page for 2024–2025.

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

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