Tr U William a Davis
Tr U William a Davis is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $430K in total assets. In 2024, it awarded 1 grants totaling $26K. Net investment income was $26K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$430K
-0.0% YoY
Annual Giving
$26K
+8.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$26K
+8.5% YoY
Under IRS private-foundation payout rules, Tr U William a Davis reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.
About Tr U William a Davis
Based on IRS filings
Tr U William a Davis is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $430K in total assets. In 2024, it awarded 1 grants totaling $26K. Net investment income was $26K.
Ready to take the next step with Tr U William a Davis?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $429,892 | $429,910 | $412,935 |
| Revenue | $30,549 | $51,432 | $40,320 |
| Expenses | $35,036 | $32,936 | $37,183 |
| Qualifying Distributions | $30,572 | $28,344 | $31,475 |
| Net Investment Income | $26,086 | $47,159 | $35,903 |
| Distributable Amount | $27,534 | $24,027 | $24,496 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Hallmark Health Systems Inc DBA ($25,937).
| Recipient | Purpose | Amount |
|---|---|---|
| Hallmark Health Systems Inc DBA Medford, MA | GENERAL PURPOSE | $25,937 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| EASTERN BANK | TRUSTEE | 1 | $1,356 |
Frequently Asked Questions
How large is Tr U William a Davis?
As of 2024, Tr U William a Davis holds $430K in total assets with $31K in annual revenue. It awarded 1 grants totaling $26K in 2024.
Where does Tr U William a Davis operate?
Tr U William a Davis has awarded grants in Massachusetts.
What size grants does Tr U William a Davis award?
In 2024, Tr U William a Davis awarded 1 grants totaling $26K — an average of about $26K per grant, based on its IRS Form 990 filings.
How much is Tr U William a Davis required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr U William a Davis reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Tr U William a Davis's EIN?
Tr U William a Davis's EIN (Employer Identification Number) is 04-6045866. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Tr U William a Davis'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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