Walter Lj Davies Sch Tr

MILWAUKEE, WI EIN: 93-6163624

Walter Lj Davies Sch Tr is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $814K in total assets. In 2025, it awarded 1 grants totaling $103K. Net investment income was $43K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$814K

+2.0% YoY

Annual Giving

$103K

+28.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$103K

+28.6% YoY

Under IRS private-foundation payout rules, Walter Lj Davies Sch Tr reported a distributable amount of $48K for 2025 — the minimum it must pay out in qualifying distributions.

About Walter Lj Davies Sch Tr

Based on IRS filings

Ready to take the next step with Walter Lj Davies Sch Tr?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $240K (100%)

States

Oregon

Cities

Eugene

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$813,882	$798,184	$897,185
Revenue	$56,334	$86,958	$34,473
Expenses	$134,690	$103,963	$36,620
Qualifying Distributions	$119,900	$89,972	$21,054
Net Investment Income	$43,239	$72,227	$20,724
Distributable Amount	$47,978	$60,062	$48,124

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 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Osac ($102,950).

Recipient	Purpose	Amount
OSAC EUGENE, OR	SCHOLARSHIP	$102,950

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$14,264

Frequently Asked Questions

How large is Walter Lj Davies Sch Tr?

As of 2025, Walter Lj Davies Sch Tr holds $814K in total assets with $56K in annual revenue. It awarded 1 grants totaling $103K in 2025.

Where does Walter Lj Davies Sch Tr operate?

Walter Lj Davies Sch Tr has awarded grants in Oregon.

What size grants does Walter Lj Davies Sch Tr award?

In 2025, Walter Lj Davies Sch Tr awarded 1 grants totaling $103K — an average of about $103K per grant, based on its IRS Form 990 filings.

How much is Walter Lj Davies Sch Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Walter Lj Davies Sch Tr reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.