The William and Mary Davis Family

Private foundation · Grantmaker North Lauderdale by TH, FL EIN: 83-2154340

The William and Mary Davis Family is a private foundation, based in North Lauderdale by TH, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $603K in total assets. In 2025, it awarded 8 grants totaling $35K. Net investment income was $29K.

Key facts about The William and Mary Davis Family

In short: The William and Mary Davis Family gave $35K across 8 grants in 2025 (avg $4K), mostly in Florida. Source: 2025 IRS Form 990-PF.

EIN
83-2154340
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$35,000
Grants made (2025)
8
Average grant
$4,375
Median grant
$3,750
Total assets
$602,697
Primary geography
Florida (53% 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

$603K

+8.5% YoY

Annual Giving

$35K

-10.5% YoY

Grant Count

8

-20.0% YoY

Avg Grant Size

$4K

+11.9% YoY

Under IRS private-foundation payout rules, The William and Mary Davis Family reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.

How The William and Mary Davis Family gives

  • Giving held roughly steady from 2022 to 2025 (+7%). Method
  • In 2025 it paid out 123% of its IRS minimum distribution (the 5% rule). 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

5states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

Ft LauderdaleCoconut CreekNew OrleansTampaJacksonvilleLafayetteMemphisNew YorkWilton ManorsConventPalm CityPortland

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K5 grants2019 11 grants2020 11 grants2021 9 grants2022 10 grants2023 10 grants2024 8 grants2025

From 2019 to 2025, annual grant giving ranged from $5K (2019) to $39K (2024). In 2025 it made 8 grants totaling $35K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

National Wwii Museum: $10KNational Wwii Museum$10KHope House: $5KHope House$5KManresa House of Retreats: $5KManresa House of Retreats$5KFood for the Poor: $4KFood for the Poor$4KShriners Hospital: $4KShriners Hospital$4KChildren's Aid Club: $3KChildren's Aid Club$3KWound Warrior Project: $3KWound Warrior Project$3KUniversity of Louisiana Lafayette: $2KUniversity of LouisianaLafayette$2K

The largest 2025 recipient was National Wwii Museum ($10K). Together the top 8 received $35K.

Grant Size Distribution

48 grants across all recorded years

48<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 48 grants of 48 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
National Wwii Museum New Orleans, LACharitable$10,000
Hope House Ft Lauderdale, FLCharitable$5,000
Manresa House of Retreats Convent, LACharitable$5,000
Food for the Poor Coconut Creek, FLCharitable$4,000
Shriners Hospital Tampa, FLCharitable$3,500
Children's Aid Club Ft Lauderdale, FLCharitable$3,000
Wound Warrior Project Jacksonville, FLCharitable$3,000
University of Louisiana Lafayette Lafayette, LACharitable$1,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$602,697$555,664$501,020
Revenue$32,061$25,153$26,095
Expenses$40,887$44,312$37,371
Qualifying Distributions$35,000$39,100$32,800
Net Investment Income$29,399$22,755$21,519
Distributable Amount$28,506$27,363—

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS March 6, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The William and Mary Davis Family's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Kelly Corales

    Trustee

    On filings since 2019

    5 hrs/week

    No compensation reported

  • Mary Davis

    Trustee

    On filings since 2019

    5 hrs/week

    No compensation reported

  • William Davis

    Trustee

    On filings since 2019

    5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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 William and Mary Davis Family

How much does The William and Mary Davis Family give each year?

The William and Mary Davis Family gave $35K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $39K across 10 grants.

What is The William and Mary Davis Family's typical grant size?

The William and Mary Davis Family's median grant in 2025 was $3,750, and its average grant was $4,375, across 8 grants on its 2025 IRS Form 990-PF.

Where does The William and Mary Davis Family give grants?

The William and Mary Davis Family gives mostly in Florida: 53% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Louisiana (47%). The most frequent recipient cities were Ft Lauderdale, FL (2 grants).

Does The William and Mary Davis Family give general operating support?

Not in 2025: none of the 8 grants with a stated purpose on The William and Mary Davis Family's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (8 grants).

Who are The William and Mary Davis Family's largest grantees?

The William and Mary Davis Family's largest 2025 grantees include National Wwii Museum ($10,000), Hope House ($5,000) and Manresa House of Retreats ($5,000), according to its 2025 IRS Form 990-PF. Together they received 57% of its itemized 2025 grant dollars.

How large is The William and Mary Davis Family?

The William and Mary Davis Family reported $603K in total assets on its 2025 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets).

What is The William and Mary Davis Family's EIN?

The William and Mary Davis Family's EIN (Employer Identification Number) is 83-2154340. IRS Form 990 filing data is available on this page for 2019–2025.

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

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