Walter Lj Davies Sch Tr
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
1
+0.0% YoY
Avg Grant Size
$103K
+28.6% YoY
About Walter Lj Davies Sch Tr
Based on IRS filings
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.
Ready to take the next step with Walter Lj Davies Sch Tr?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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