Tl Davis Family Charitable Trust
Tl Davis Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN FRANCISCO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.2M in total assets. In 2024, it awarded 6 grants totaling $508K. Net investment income was $217K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.2M
+3.5% YoY
Annual Giving
$508K
-6.7% YoY
Grant Count
6
-33.3% YoY
Avg Grant Size
$85K
+39.9% YoY
Under IRS private-foundation payout rules, Tl Davis Family Charitable Trust reported a distributable amount of $182K for 2024 — the minimum it must pay out in qualifying distributions.
About Tl Davis Family Charitable Trust
Based on IRS filings
Tl Davis Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN FRANCISCO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.2M in total assets. In 2024, it awarded 6 grants totaling $508K. Net investment income was $217K.
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 | $3,153,335 | $3,046,573 | $3,387,900 |
| Revenue | $636,505 | $219,640 | $531,119 |
| Expenses | $528,879 | $560,938 | $314,065 |
| Qualifying Distributions | $509,005 | $545,873 | $291,000 |
| Net Investment Income | $217,268 | $204,438 | $119,613 |
| Distributable Amount | $181,692 | $198,194 | $195,667 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
33 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Nebraska Foundation ($400,000), St Ignatius Parish ($50,000), St Ignatius College ($22,500).
| Recipient | Purpose | Amount |
|---|---|---|
| CORPORATION OF THE FINE ARTS MUSEUMS OF SAN FRANCISCO SAN FRANCISCO, CA | CHARITABLE GRANT | $5,000 |
| UNIVERSITY OF WASHINGTON SEATTLE, WA | CHARITABLE GRANT | $20,000 |
| ST IGNATIUS COLLEGE SAN FRANCISCO, CA | CHARITABLE GRANT | $22,500 |
| ST IGNATIUS PARISH SAN FRANCISCO, CA | CHARITABLE GRANT | $50,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION LINCOLN, NE | SCHOLARSHIPS | $400,000 |
| BOSTON COLLEGE CHESTNUT HILL, MA | SCHOLARSHIPS | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THATCHER DAVIS CO REALIZE | TRUSTEE | 1 | — |
| SHANNON DAVIS CO REALIZE | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Tl Davis Family Charitable Trust?
Tl Davis Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN FRANCISCO, CA. It holds $3.2M in total assets as of 2024.
How large is Tl Davis Family Charitable Trust?
As of 2024, Tl Davis Family Charitable Trust holds $3.2M in total assets with $637K in annual revenue. It awarded 6 grants totaling $508K in 2024.
Where does Tl Davis Family Charitable Trust operate?
Tl Davis Family Charitable Trust has awarded grants in California, Massachusetts, Nebraska, New York, Washington.
What size grants does Tl Davis Family Charitable Trust award?
In 2024, Tl Davis Family Charitable Trust awarded 6 grants totaling $508K — an average of about $85K per grant, based on its IRS Form 990 filings.
How much is Tl Davis Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tl Davis Family Charitable Trust reported a distributable amount of $182K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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