The R & a Davis Family Foundation
The R & a Davis Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAGUNA BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $67K in total assets. In 2024, it awarded 11 grants totaling $15K. Net investment income was $682.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$67K
-9.8% YoY
Annual Giving
$15K
+21.5% YoY
Grant Count
11
-15.4% YoY
Avg Grant Size
$1K
+43.6% YoY
Under IRS private-foundation payout rules, The R & a Davis Family Foundation reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.
About The R & a Davis Family Foundation
Based on IRS filings
The R & a Davis Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAGUNA BEACH, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $67K in total assets. In 2024, it awarded 11 grants totaling $15K. Net investment income was $682.
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 | $66,560 | $73,810 | $82,147 |
| Revenue | $11,445 | $7,497 | $2,943 |
| Expenses | $17,776 | $16,708 | $19,250 |
| Qualifying Distributions | $15,048 | $12,383 | $12,735 |
| Net Investment Income | $682 | — | — |
| Distributable Amount | $5,139 | $5,007 | $5,811 |
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
70 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Oc Catholic Foundation ($7,500), Order of Malta Western Association ($2,253), The Charter 100 Inc ($1,250).
| Recipient | Purpose | Amount |
|---|---|---|
| LUEVANO FOUNDATION NEWPORT BEACH, CA | SUPPORT ORGANIZATION | $100 |
| SAINT JOHN VIANNEY CHAPEL GUIDE BALBOA ISLAND, CA | SUPPORT ORGANIZATION | $145 |
| BIG CANYON COUNTRY CLUB NEWPORT BEACH, CA | SUPPORT ORGANIZATION | $500 |
| HOAG FOUNDATION NEWPORT BEACH, CA | SUPPORT ORGANIZATION | $500 |
| KENNELS 2 COUCHES SANTA BARBARA, CA | SUPPORT ORGANIZATION | $500 |
| NEWPORT HARBOR ATHLETICS NEWPORT BEACH, CA | SUPPORT ORGANIZATION | $500 |
| OCMA VISIONARIES DUES COSTA MESA, CA | SUPPORT ORGANIZATION | $800 |
| GIRLS INC NEW YORK, NY | SUPPORT ORGANIZATION | $1,000 |
| THE CHARTER 100 INC IRVINE, CA | SUPPORT ORGANIZATION | $1,250 |
| ORDER OF MALTA WESTERN ASSOCIATION OAKLAND, CA | SUPPORT ORGANIZATION | $2,253 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CAMERON TAYLOR DAVIS | CFO | — | — |
| ALISON Z DAVIS | PRESIDENT | — | — |
| CONOR GEORGE DAVIS | SECRETARY | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The R & a Davis Family Foundation?
The R & a Davis Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAGUNA BEACH, CA. It holds $67K in total assets as of 2024.
How large is The R & a Davis Family Foundation?
As of 2024, The R & a Davis Family Foundation holds $67K in total assets with $11K in annual revenue. It awarded 11 grants totaling $15K in 2024.
Where does The R & a Davis Family Foundation operate?
The R & a Davis Family Foundation has awarded grants in Arizona, California, Minnesota, New York.
What size grants does The R & a Davis Family Foundation award?
In 2024, The R & a Davis Family Foundation awarded 11 grants totaling $15K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is The R & a Davis Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The R & a Davis Family Foundation reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The R & a Davis Family Foundation's EIN?
The R & a Davis Family Foundation's EIN (Employer Identification Number) is 33-0833930. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The R & a Davis Family 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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