William Davis Trust
William Davis Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2019 through 2022. In 2022, it awarded 1 grant totaling $30K.
William Davis Trust at a glance
In short: William Davis Trust gave $30K across 1 grant in 2022 (avg $30K), mostly in Iowa. Source: 2022 IRS Form 990-PF.
- Annual giving (2022)
- $29,984
- +2082.2% vs 2021
- Grants made (2022)
- 1
- +0.0% vs 2021
- Average grant
- $29,984
- +2082.2% vs 2021
- Median grant
- $29,984
- Primary geography
- Iowa (100% of itemized 2022 grant dollars)
- Latest 990 filing
- Form 990-PF, 2022 View filing
Data from IRS Form 990-PF, 2022; updated October 2026.
Who William Davis Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2022
The largest 2022 recipient was Simpson College ($30K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 4 grants of 4 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2022 grant dollars on its one itemized grant.
States
Cities
How William Davis Trust gives
- Giving grew 1833% from 2019 to 2022. Method
- In 2022 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2022, annual grant giving ranged from $1K (2021) to $30K (2022). In 2022 it made 1 grant totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Simpson College Indianola, IA | Financial Aid to Students | $29,984 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2022 | — | $-1,307 | $34,752 | $29,984 | 1 | $33,382 | — | $1,299 |
| 2021 | $37,103 | $9,342 | $5,086 | $1,374 | 1 | $3,094 | $7,350 | $1,903 |
| 2020 | $32,851 | $1,289 | $3,930 | $1,468 | 1 | — | — | $1,844 |
| 2019 | $35,493 | $1,138 | $3,985 | $1,551 | 1 | — | — | $1,928 |
Under IRS private-foundation payout rules, William Davis Trust reported a distributable amount of $1K for 2022 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William Davis Trust's only listed officer is US Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2022 filing
US Bank N A
Trustee
On filings since 2019
1 hr/week
$2K (2019) → $1K (2022)
Data from IRS Form 990 filings, 2019–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2022 IRS filing
The highest reported compensation on the 2022 filing was $1K, to US Bank N a (Trustee).
Frequently asked questions about William Davis Trust
How much does William Davis Trust give each year?
William Davis Trust gave $30K across 1 grant in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $1K across 1 grant.
Where does William Davis Trust operate?
William Davis Trust has awarded grants in Iowa.
How much is William Davis Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, William Davis Trust reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William Davis Trust's EIN?
William Davis Trust's EIN (Employer Identification Number) is 42-6056780. IRS Form 990 filing data is available on this page for 2019–2022.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 29, 2024)
- IRS filings on file for fiscal years 2019–2022
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