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DAVIS FAMILY CHARITABLE TRUST

NAPLES, FL 271501472

The Davis Family Charitable Trust, based in Naples, FL, supports education and religious initiatives across several states, with assets of over $2 million and is managed by unpaid trustees Richard and Susan Davis.

Overview

About DAVIS FAMILY CHARITABLE TRUST

The Davis Family Charitable Trust is a philanthropic organization based in Naples, Florida, with assets totaling $2,127,112. The trust focuses on funding initiatives in education, religion, Christianity, and Catholicism. It supports projects in various cities across California, Florida, Ohio, and Tennessee, including Bellbrook, Clayton, Dayton, Kettering, LaFollette, Napa, Naples, and Tipp City. Despite having expenses of $270,561, the trust reported a negative revenue of $5,933. The trust is managed by trustees Richard P. Davis and Susan P. Davis, both of whom serve without compensation and dedicate two hours each to their roles.

Focus Areas

EducationReligionChristianityCatholicism

Geographic Focus

CAFLOHTN
Application Status

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Success Rates

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Average Grant Size

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Sample Match Score

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Match Score measures the compatibility between your organization and this funder based on focus areas alignment (92%), geographic location preferences (85%), previous grantees similarity (88%), grant size match (78%), application process compatibility (73%), and timeline compatibility (80%).

87%
Excellent compatibility match
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Key Statistics
Total Assets $2.1M
Total Awarded This Year $267K
Average Grant Size $33K
Total Grants (Previous Year) 2,038
Open to New Applicants
false
% New Applicants Funded
0%
Contact Information
NAPLES, FL US
Geographic Funding Distribution

Financials

Total Assets
$2,127,112

in 2024, compared to $2,403,606 in 2023

Annual Grants
$267,226

8 grants awarded in 2024

Program Expenses
85%

Of total expenses go to programs

Annual Grant Distribution
Revenue vs Expenses
Assets Over Time

Grants

Grant Awards
PurposeLocation
$165,666NAPLES CHILDREN EDUCATION FOUNDATIONGENERAL2590 GOODLETTE-FRANK ROAD NORTH NAPLES, FL US2024
$75,000UNIVERSITY OF DAYTON DAVIS CENTER FOR PORTFOLIO MANAGEMENTGENERAL300 COLLEGE PARK DAYTON, OH US2022
$75,000UNIVERSITY OF DAYTON DAVIS CENTER FOR PORTFOLIO MANAGEMENTGENERAL300 COLLEGE PARK DAYTON, OH US2023
$75,000UNIVERSITY OF DAYTON DAVIS CENTER FOR PORTFOLIO MANAGEMENTGENERAL300 COLLEGE PARK DAYTON, OH US2024
$40,500NAPLES CHILDREN EDUCATION FOUNDATIONGENERAL2590 GOODLETTE-FRANK ROAD NORTH NAPLES, FL US2023
$10,000PINK RIBBON GIRLSGENERAL350 HULS DRIVE CLAYTON, OH US2023
$10,000PINK RIBBON GIRLSGENERAL350 HULS DRIVE CLAYTON, OH US2024
$5,085WRIGHT STATE UNIVERSITY FOUNDATIONGENERAL3640 COLONEL GLENN HWY DAYTON, OH US2022
$5,000CHURCH OF THE HOLY ANGELSGENERAL1322 BROWN STREET DAYTON, OH US2022
$5,000PINK RIBBON GIRLSGENERAL15 SOUTH 2ND STREET TIPP CITY, OH US2022
26 row(s) total.

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People

Leadership & Staff

Compensation data from most recent available 990 forms

Title
RPD
RICHARD P DAVIS
TRUSTEE$02022
SPD
SUSAN P DAVIS
TRUSTEE$02022
RPD
RICHARD P DAVIS
TRUSTEE$02023
SPD
SUSAN P DAVIS
TRUSTEE$02023
RPD
RICHARD P DAVIS
TRUSTEE$02024
SPD
SUSAN P DAVIS
TRUSTEE$02024
6 row(s) total.

Rows per page

Page 1 of 1

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Financial data sourced from IRS 990 forms via ProPublica Nonprofit Explorer

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Last updated on December 15, 2024