The R & a Davis Family Foundation
The R & A Davis Family Foundation is a private foundation based in Laguna Beach, California. Its 2025 filing reports grants to charitable organizations, all of them in California.
Key facts about The R & a Davis Family Foundation
In short: The R & a Davis Family Foundation gave $23K across 14 grants in 2025 (avg $2K), mostly in California. 57% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 33-0833930
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $23,254
- Grants made (2025)
- 14
- Average grant
- $1,661
- Median grant
- $800
- New grantees (estimate)
- 57% first-time grantees (8 of 14, 2025)
- Total assets
- $52,907
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$53K
-20.5% YoY
Annual Giving
$23K
+54.5% YoY
Grant Count
14
+27.3% YoY
Avg Grant Size
$2K
+21.4% YoY
Under IRS private-foundation payout rules, The R & a Davis Family Foundation reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
Is The R & a Davis Family Foundation open to new grantees?
57%
first-time grantees, 2025
In 2025, 8 of 14 grantees (57%) were first-time recipients. First grants averaged $913; repeat grants $3K. How we count
Medians: $500 first-time, $2K repeat.
- 43% of 2025 grantees were also funded in 2024. Method
- Giving grew 83% from 2022 to 2025. Method
- In 2025 it paid out 502% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Grantmaking
In 2025, the foundation gave $23,254 through 14 grants. Grant amounts ranged from $100 to $5,600, with a median of $800.
Among its largest reported 2025 grants were $5,600 to OCMA Visionaries Dues, $5,000 to OC Catholic Foundation, $4,000 to Writers Festival, and $2,450 to Order of Malta Western Association. Other reported recipients included The Charter 100 Inc. ($1,400), Living Success ($1,000), Hoag Foundation ($1,000), and Sally’s Fund ($600).
How to Apply
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. No application process or required materials are stated.
Ready to take the next step with The R & a Davis Family Foundation?
Geographic Focus
Where this funder awards grants
All reported grant dollars in 2025 went to recipients in California.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $12K (2023) to $35K (2020). In 2025 it made 14 grants totaling $23K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Ocma Visionaries Dues ($6K). Together the top 10 received $22K.
Grant Size Distribution
66 grants across all recorded years
The most common grant size was under $50K: 66 grants of 66 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ocma Visionaries Dues Costa Mesa, CA | Support Organization | $5,600 |
| Oc Catholic Foundation Garden Grove, CA | Support Organization | $5,000 |
| Writers Festival Rancho Mirage, CA | Support Organization | $4,000 |
| Order of Malta Western Association Oakland, CA | Support Organization | $2,450 |
| The Charter 100 Inc Irvine, CA | Support Organization | $1,400 |
| Living Success Santa Ana, CA | Support Organization | $1,000 |
| Hoag Foundation Newport Beach, CA | Support Organization | $1,000 |
| Sally's Fund Palm Desert, CA | Support Organization | $600 |
| BCCC Scholarship Fund Newport Beach, CA | Support Organization | $500 |
| Vintage Church Santa Monica, CA | Support Organization | $500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $52,907 | $12,142 | $25,795 | $23,254 (14 grants) |
| 2024 | $66,560 | $11,445 | $17,776 | $15,048 (11 grants) |
| 2023 | $73,810 | $7,497 | $16,708 | $12,383 (13 grants) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $52,907 | $66,560 | $73,810 |
| Revenue | $12,142 | $11,445 | $7,497 |
| Expenses | $25,795 | $17,776 | $16,708 |
| Qualifying Distributions | $23,254 | $15,048 | $12,383 |
| Net Investment Income | $1,065 | $682 | — |
| Distributable Amount | $4,628 | $5,139 | $5,007 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 18, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 6, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Cameron Taylor Davis as CFO, Alison Z Davis as president, and Conor George Davis as secretary.
The R & a Davis Family Foundation is led by Alison Z. Davis, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alison Z. Davis
President
On filings since 2020
No compensation reported
Cameron Taylor Davis
CFO
On filings since 2020
No compensation reported
Conor George Davis
Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 158 Emerald Bay, Laguna Beach, CA 92651
Phone: (949) 533-0662
Frequently asked questions about The R & a Davis Family Foundation
How much does The R & a Davis Family Foundation give each year?
The R & a Davis Family Foundation gave $23K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 11 grants.
What is The R & a Davis Family Foundation's typical grant size?
The R & a Davis Family Foundation's median grant in 2025 was $800, and its average grant was $1,661, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The R & a Davis Family Foundation that year got $913 on average.
Where does The R & a Davis Family Foundation give grants?
The R & a Davis Family Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Newport Beach, CA (3 grants).
Does The R & a Davis Family Foundation give general operating support?
Not in 2025: none of the 14 grants with a stated purpose on The R & a Davis Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support Organization" (14 grants).
Who are The R & a Davis Family Foundation's largest grantees?
The R & a Davis Family Foundation's largest 2025 grantees include Ocma Visionaries Dues ($5,600), Oc Catholic Foundation ($5,000) and Writers Festival ($4,000), according to its 2025 IRS Form 990-PF. Together they received 63% of its itemized 2025 grant dollars.
How large is The R & a Davis Family Foundation?
The R & a Davis Family Foundation reported $53K in total assets on its 2025 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
How do I apply for a grant from The R & a Davis Family Foundation?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does The R & a Davis Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching The R & a Davis Family Foundation by hand.
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