TL Davis Family Charitable Trust
TL Davis Family Charitable Trust is a private foundation, based in San Francisco, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.7M in total assets. In 2025, it awarded 7 grants totaling $483K. Net investment income was $321K.
TL Davis Family Charitable Trust at a glance
In short: TL Davis Family Charitable Trust gave $483K across 7 grants in 2025 (avg $69K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $483,200
- -4.8% vs 2024
- Grants made (2025)
- 7
- +16.7% vs 2024
- Average grant
- $69,029
- -18.4% vs 2024
- Median grant
- $10,000
- Total assets
- $3,710,357
- +17.7% vs 2024
- Primary geography
- Nebraska (83% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who TL Davis Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was University of Nebraska Foundation ($400K). Together the top 7 received $483K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 26 grants of 35 (74%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How TL Davis Family Charitable Trust gives
- Giving grew 66% from 2022 to 2025. Method
- In 2025 it paid out 262% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $120K (2020) to $544K (2023). In 2025 it made 7 grants totaling $483K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Nebraska Foundation Lincoln, NE | Scholarships | $400,000 |
| St Ignatius College San Francisco, CA | Charitable Grant | $37,000 |
| Charles Armstrong School Belmont, CA | Charitable Grant | $25,200 |
| Boston College Chestnut Hill, MA | Scholarships | $10,000 |
| Corporation of the Fine Arts Museums of San Francisco San Francisco, CA | Charitable Grant | $5,000 |
| Compass Family Service San Francisco, CA | Charitable Grant | $5,000 |
| Central Valley High School Foundation Omaha, NE | Charitable Grant | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,710,357 | $1,058,462 | $502,151 | $483,200 | 7 | $484,928 | $321,079 | $185,151 |
| 2024 | $3,153,335 | $636,505 | $528,879 | $507,500 | 6 | $509,005 | $217,268 | $181,692 |
| 2023 | $3,046,573 | $219,640 | $560,938 | $544,200 | 9 | $545,873 | $204,438 | $198,194 |
| 2022 | $3,387,900 | $531,119 | $314,065 | $291,000 | 7 | $291,000 | $119,613 | $195,667 |
| 2021 | $3,169,636 | $1,268,195 | $324,310 | $310,000 | 6 | $310,290 | $254,200 | $155,801 |
| 2020 | $2,225,777 | $22,411 | $132,615 | $120,000 | 5 | — | $64,456 | $145,559 |
Under IRS private-foundation payout rules, TL Davis Family Charitable Trust reported a distributable amount of $185K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
TL Davis Family Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Shannon Davis Co Realize
Trustee
On filings since 2020
1 hr/week
No compensation reported
Thatcher Davis Co Realize
Trustee
On filings since 2020
1 hr/week
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 TL Davis Family Charitable Trust
How much does TL Davis Family Charitable Trust give each year?
TL Davis Family Charitable Trust gave $483K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $508K across 6 grants.
What is TL Davis Family Charitable Trust's typical grant size?
TL Davis Family Charitable Trust's median grant in 2025 was $10,000, and its average grant was $69,029, across 7 grants on its 2025 IRS Form 990-PF.
Where does TL Davis Family Charitable Trust give grants?
TL Davis Family Charitable Trust gives mostly in Nebraska: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (15%). The most frequent recipient cities were San Francisco, CA (3 grants).
Does TL Davis Family Charitable Trust give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on TL Davis Family Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Grant" (5 grants).
Who are TL Davis Family Charitable Trust's largest grantees?
TL Davis Family Charitable Trust's largest 2025 grantees include University of Nebraska Foundation ($400,000), St Ignatius College ($37,000) and Charles Armstrong School ($25,200), according to its 2025 IRS Form 990-PF. Together they received 96% of its itemized 2025 grant dollars.
How large is TL Davis Family Charitable Trust?
TL Davis Family Charitable Trust reported $3.7M in total assets on its 2025 IRS Form 990-PF. It paid out $485K in qualifying distributions that year, against a required minimum of $185K (roughly 5% of its investment assets).
What is TL Davis Family Charitable Trust's EIN?
TL Davis Family Charitable Trust's EIN (Employer Identification Number) is 91-1800878. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work TL Davis Family Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in TL Davis Family Charitable Trust's focus areas in our free grants database
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