The Richard K Davis & Theresa a Davis Family
The Richard K Davis & Theresa a Davis Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $13.5M in total assets. In 2024, it awarded 10 grants totaling $735K. Net investment income was $756K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$13.5M
+0.4% YoY
Annual Giving
$735K
-16.1% YoY
Grant Count
10
-33.3% YoY
Avg Grant Size
$74K
+25.8% YoY
Under IRS private-foundation payout rules, The Richard K Davis & Theresa a Davis Family reported a distributable amount of $805K for 2024 — the minimum it must pay out in qualifying distributions.
About The Richard K Davis & Theresa a Davis Family
Based on IRS filings
The Richard K Davis & Theresa a Davis Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $13.5M in total assets. In 2024, it awarded 10 grants totaling $735K. Net investment income was $756K.
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 | $13,519,729 | $13,466,742 | $14,024,946 |
| Revenue | $861,253 | $403,941 | $283,567 |
| Expenses | $840,567 | $969,025 | $841,129 |
| Qualifying Distributions | $743,046 | $883,854 | $768,966 |
| Net Investment Income | $755,812 | $310,824 | $248,994 |
| Distributable Amount | $804,817 | $741,802 | $882,768 |
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
38 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mayo Clinic ($200,000), Make-a-wish Foundation ($200,000), Scholars of Finance ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MAKE-A-WISH FOUNDATION OF MINNESOTA SAINT PAUL, MN | GENERAL OPERATING | $25,000 |
| MAYO CLINIC ROCHESTER, MN | GENERAL OPERATING | $200,000 |
| YOUTH FRONTIERS INC MINNEAPOLIS, MN | GENERAL OPERATING | $15,000 |
| MAKE-A-WISH ARIZONA SCOTTSDALE, AZ | GENERAL OPERATING | $15,000 |
| SCHOLARS OF FINANCE ST LOUIS PARK, MN | GENERAL OPERATING | $100,000 |
| COLORADO ACADEMY DENVER, CO | GENERAL OPERATING | $25,000 |
| DENVER CHRISTIAN SCHOOLS LAKEWOOD, CO | GENERAL OPERATING | $100,000 |
| MAKE-A-WISH FOUNDATION WISCONSIN WAUWATOSA, CO | GENERAL OPERATING | $20,000 |
| PARENTING SPECIAL KIDS NETWORK INC PHOENIX, AZ | GENERAL OPERATING | $35,000 |
| MAKE-A-WISH FOUNDATION PHOENIZ, AZ | GENERAL OPERATING | $200,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RICHARD K DAVIS | TRUSTEE | 1 | — |
| THERESA DAVIS | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Richard K Davis & Theresa a Davis Family?
The Richard K Davis & Theresa a Davis Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $13.5M in total assets as of 2024.
How large is The Richard K Davis & Theresa a Davis Family?
As of 2024, The Richard K Davis & Theresa a Davis Family holds $13.5M in total assets with $861K in annual revenue. It awarded 10 grants totaling $735K in 2024.
Where does The Richard K Davis & Theresa a Davis Family operate?
The Richard K Davis & Theresa a Davis Family has awarded grants in Arizona, California, Colorado, Florida, Georgia, Hawaii, Minnesota, Ohio, Washington.
What size grants does The Richard K Davis & Theresa a Davis Family award?
In 2024, The Richard K Davis & Theresa a Davis Family awarded 10 grants totaling $735K — an average of about $74K per grant, based on its IRS Form 990 filings.
How much is The Richard K Davis & Theresa a Davis Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Richard K Davis & Theresa a Davis Family reported a distributable amount of $805K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Richard K Davis & Theresa a Davis Family's EIN?
The Richard K Davis & Theresa a Davis Family's EIN (Employer Identification Number) is 32-6487439. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in The Richard K Davis & Theresa a Davis Family's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.