William E & Rose Marie Davis Foundation

BENNINGTON, NE EIN: 91-1787066

William E & Rose Marie Davis Foundation is a private foundation focused on Education, based in BENNINGTON, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $459K in total assets. In 2024, it awarded 9 grants totaling $75K. Net investment income was $48K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$459K

-6.0% YoY

Annual Giving

$75K

+56.0% YoY

Grant Count

9

+80.0% YoY

Avg Grant Size

$8K

-13.4% YoY

Under IRS private-foundation payout rules, William E & Rose Marie Davis Foundation reported a distributable amount of $29K for 2024 — the minimum it must pay out in qualifying distributions.

About William E & Rose Marie Davis Foundation

Based on IRS filings

William E & Rose Marie Davis Foundation is a private foundation focused on Education, based in BENNINGTON, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $459K in total assets. In 2024, it awarded 9 grants totaling $75K. Net investment income was $48K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

AshlandBaltimoreBlairChicagoCincinnatiOmahaSaint PaulWarrensburgWest Hollywood

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$24K$48K$71K$95K20202021202220232024
Metric202420232022
Total Assets$458,618$488,001$541,574
Revenue$56,979$5,902$33,626
Expenses$86,593$59,475$37,348
Qualifying Distributions$77,750$50,820$25,820
Net Investment Income$48,136$10,396$23,852
Distributable Amount$29,012$30,038$32,113

Giving Over Time

Total grant dollars and number of grants per year

$0$19K$38K$56K$75K4 grants20205 grants20215 grants20225 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

TRINITY LUTHERAN CHURCH$25KTABLE GRACE MINISTRIES$13KNEBRASKA LUTHERAN OUTDOO…$13KPLANNED PARENTHOOD NORTH…$10KTHE TREVOR PROJECT$5KUNIVERSITY OF CENTRAL MI…$5KPROJECT HOPE$2KTHE CURE STARTS NOW$2KDANISH AMERICAN ARCHIVE …$500

Grant Size Distribution

28 grants across all recorded years

28<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Trinity Lutheran Church ($25,000), Table Grace Ministries ($13,250), Nebraska Lutheran Outdoor Ministries ($12,500).

RecipientPurposeAmount
DANISH AMERICAN ARCHIVE & LIBRARY BLAIR, NEOPERATING EXPENSES$500
PLANNED PARENTHOOD NORTH CENTRAL STATES OMAHA, NEOPERATING EXPENSES$10,000
PROJECT HOPE OMAHA, NEGENERAL FUND$2,000
TABLE GRACE MINISTRIES OMAHA, NEOPERATING EXPENSES, MATCHING MONDAY, TABLE GRACE CAFE$13,250
NEBRASKA LUTHERAN OUTDOOR MINISTRIES ASHLAND, NECAMPERSHIPS, OPERATING EXPENSES$12,500
THE TREVOR PROJECT WEST HOLLYWOOD, CAOPERATING EXPENSES$5,000
UNIVERSITY OF CENTRAL MISSOURI WARRENSBURG, MOSCHOLARSHIP FUND$5,000
TRINITY LUTHERAN CHURCH OMAHA, NEBOILER REPAIR$25,000
THE CURE STARTS NOW CINCINNATI, OHMEMORIAL FOR MADELYN SHUMAKER$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
WILLIAM E DAVISPRESIDENT1
ROSE MARIE DAVISVP/TREASURER1
HEATHER M ABBOTTSECRETARY2

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is William E & Rose Marie Davis Foundation?

William E & Rose Marie Davis Foundation is a private foundation focused on Education, based in BENNINGTON, NE. It holds $459K in total assets as of 2024.

How large is William E & Rose Marie Davis Foundation?

As of 2024, William E & Rose Marie Davis Foundation holds $459K in total assets with $57K in annual revenue. It awarded 9 grants totaling $75K in 2024.

Where does William E & Rose Marie Davis Foundation operate?

William E & Rose Marie Davis Foundation has awarded grants in California, Illinois, Maryland, Minnesota, Missouri, Nebraska, Ohio.

What size grants does William E & Rose Marie Davis Foundation award?

In 2024, William E & Rose Marie Davis Foundation awarded 9 grants totaling $75K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is William E & Rose Marie Davis Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William E & Rose Marie Davis Foundation reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William E & Rose Marie Davis Foundation's EIN?

William E & Rose Marie Davis Foundation's EIN (Employer Identification Number) is 91-1787066. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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