The R & a Davis Family Foundation

Private foundation · Grantmaker Laguna Beach, CA EIN: 33-0833930

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.

The R & a Davis Family Foundation at a glance

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.

Annual giving (2025)
$23,254
+54.5% vs 2024
Grants made (2025)
14
+27.3% vs 2024
Average grant
$1,661
+21.4% vs 2024
Median grant
$800
Total assets
$52,907
-20.5% vs 2024
New grantees (estimate)
57% first-time grantees (8 of 14, 2025; small sample)
Primary geography
California (100% 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 R & a Davis Family Foundation

Accepts unsolicited proposals
No
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.

Contact

Mailing address: 158 Emerald Bay, Laguna Beach, CA 92651
Phone: (949) 533-0662

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who The R & a Davis Family Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Ocma Visionaries Dues: $6KOcma Visionaries Dues$6KOc Catholic Foundation: $5KOc Catholic Foundation$5KWriters Festival: $4KWriters Festival$4KOrder of Malta Western Association: $2KOrder of Malta WesternAssociation$2KThe Charter 100 Inc: $1KThe Charter 100 Inc$1KLiving Success: $1KLiving Success$1KHoag Foundation: $1KHoag Foundation$1KSally's Fund: $600Sally's Fund$600BCCC Scholarship Fund: $500BCCC Scholarship Fund$500Vintage Church: $500Vintage Church$500

The largest 2025 recipient was Ocma Visionaries Dues ($6K). Together the top 10 received $22K.

Grant Size Distribution

66 grants across all recorded years

66<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 66 grants of 66 (100%).

Geographic Focus

Where this funder awards grants

All reported grant dollars in 2025 went to recipients in California.

Grant Distribution by State

4states

Share of 2025 grant dollars across all 14 itemized grants.

Cities

New Port BeachIrvineLaguna BeachGarden GroveOaklandBalboa IslandSanta AnaLanuna BeachCosta MesaNew YorkSan DiegoLos AngelesPalm DesertRancho MirageSan Juan CapistranoAlbert LeaMeccaOrangePacific PalisadesPhoenix

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. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K18 grants2020 15 grants2021 13 grants2022 13 grants2023 11 grants2024 14 grants2025

From 2020 to 2025, annual grant giving ranged from $12K (2023) to $35K (2020). In 2025 it made 14 grants totaling $23K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Ocma Visionaries Dues Costa Mesa, CASupport Organization$5,600
Oc Catholic Foundation Garden Grove, CASupport Organization$5,000
Writers Festival Rancho Mirage, CASupport Organization$4,000
Order of Malta Western Association Oakland, CASupport Organization$2,450
The Charter 100 Inc Irvine, CASupport Organization$1,400
Living Success Santa Ana, CASupport Organization$1,000
Hoag Foundation Newport Beach, CASupport Organization$1,000
Sally's Fund Palm Desert, CASupport Organization$600
BCCC Scholarship Fund Newport Beach, CASupport Organization$500
Vintage Church Santa Monica, CASupport Organization$500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$52,907$12,142$25,795$23,25414$23,254$1,065$4,628
2024$66,560$11,445$17,776$15,04811$15,048$682$5,139
2023$73,810$7,497$16,708$12,38313$12,383—$5,007
2022$82,147$2,943$19,250$12,73513$12,735—$5,811
2021$99,488$21,855$30,094$27,53715$27,537$19,298$6,717
2020$106,648$11,530$38,303$34,50518—$7,732$7,145

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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).

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.

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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS June 15, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 18, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 6, 2026)
  7. IRS filings on file for fiscal years 2020–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The R & a Davis Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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