TL Davis Family Charitable Trust

Foundation · Grantmaker San Francisco, CA EIN: 91-1800878

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 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.

Key facts about TL Davis Family Charitable Trust

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.

EIN
91-1800878
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$483,200
Grants made (2025)
7
Average grant
$69,029
Median grant
$10,000
Total assets
$3,710,357
Primary geography
Nebraska (83% 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

$3.7M

+17.7% YoY

Annual Giving

$483K

-4.8% YoY

Grant Count

7

+16.7% YoY

Avg Grant Size

$69K

-18.4% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of all 7 itemized 2025 grant dollars.

Cities

San FranciscoLincolnBelmontSeattleChestnut HillOmahaNew YorkSan Rafael

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K5 grants20206 grants20217 grants20229 grants20236 grants20247 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

University of Nebraska Foundation: $400KUniversity of NebraskaFoundation$400KSt Ignatius College: $37KSt Ignatius College$37KCharles Armstrong School: $25KCharles Armstrong School$25KBoston College: $10KBoston College$10KCorporation of the Fine Arts Museums of San Francisco: $5KCorporation of the Fine ArtsMuseums of San Francisco$5KCompass Family Service: $5KCompass Family Service$5KCentral Valley High School Foundation: $1KCentral Valley High SchoolFoundation$1K

Grant Size Distribution

35 grants across all recorded years

26<$50K4$50–100K2$100–250K3$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
UNIVERSITY OF NEBRASKA FOUNDATION Lincoln, NESCHOLARSHIPS$400,000
ST IGNATIUS COLLEGE San Francisco, CACHARITABLE GRANT$37,000
CHARLES ARMSTRONG SCHOOL Belmont, CACHARITABLE GRANT$25,200
BOSTON COLLEGE Chestnut Hill, MASCHOLARSHIPS$10,000
CORPORATION OF THE FINE ARTS MUSEUMS OF SAN FRANCISCO San Francisco, CACHARITABLE GRANT$5,000
COMPASS FAMILY SERVICE San Francisco, CACHARITABLE GRANT$5,000
CENTRAL VALLEY HIGH SCHOOL FOUNDATION Omaha, NECHARITABLE GRANT$1,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M202020212022202320242025
Metric202520242023
Total Assets$3,710,357$3,153,335$3,046,573
Revenue$1,058,462$636,505$219,640
Expenses$502,151$528,879$560,938
Qualifying Distributions$484,928$509,005$545,873
Net Investment Income$321,079$217,268$204,438
Distributable Amount$185,151$181,692$198,194

Data update history

When this profile's IRS filing data changed on Grantable

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

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?

TL Davis Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in San Francisco, CA. It holds $3.7M in total assets as of 2025.

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.

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