Davies Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Davies Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 23-7417287
Foundation Overview
Based in San Bruno, CA, Davies Charitable Trust has awarded 106 grants totaling $5,565,875 to organizations in California, Missouri and 4 other states across the US. Individual grants range from $1,000 to $1,000,000, with a median award of $20,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 8 recipients (25%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
92% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Santa Barbara (33%), San Francisco (26%), Los Angeles (9%).
Funding Trajectory
Strong 443% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Davies Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Artists For Change Inc | $20,000 | Los Angeles, CA, US | General Purpose | 2023 |
| Cate School | $25,000 | Carpinteria, CA, US | General Purpose | 2023 |
| Santa Fe Opera | $1,000,000 | Santa Fe, NM, US | General Purpose | 2023 |
| The Ireland Funds America | $500,000 | Los Altos, CA, US | General Purpose | 2023 |
| Artists For Change Inc | $20,000 | Los Angeles, CA, US | General Purpose | 2023 |
| Cate School | $25,000 | Carpinteria, CA, US | General Purpose | 2023 |
| Santa Fe Opera | $1,000,000 | Santa Fe, NM, US | General Purpose | 2023 |
| The Ireland Funds America | $500,000 | Los Altos, CA, US | General Purpose | 2023 |
| Artists For Change Inc | $20,000 | Los Angeles, CA, US | General Purpose | 2022 |
| Camphill Communities California | $100,000 | Soquiel, CA, US | General Purpose | 2022 |
| Cate School | $25,000 | Carpinteria, CA, US | General Purpose | 2022 |
| Children's Museum Of Santa Barbara | $40,000 | Santa Barbara, CA, US | General Purpose | 2022 |
| Lobero Theatre Foundation | $20,000 | Santa Barbara, CA, US | General Purpose | 2022 |
| Mission Dolores Academy | $10,000 | San Francisco, CA, US | General Purpose | 2022 |
| Mission Dolores Academy | $10,000 | San Francisco, CA, US | General Purpose | 2022 |
| Santa Barbara Channelkeeper | $15,000 | Santa Barbara, CA, US | General Purpose | 2022 |
| Yosemite Charitable Foundation | $10,000 | Santa Barbara, CA, US | General Purpose | 2022 |
| Artists For Change Inc | $20,000 | Los Angeles, CA, US | General Purpose | 2022 |
| Camphill Communities California | $100,000 | Soquiel, CA, US | General Purpose | 2022 |
| Cate School | $25,000 | Carpinteria, CA, US | General Purpose | 2022 |
| Children's Museum Of Santa Barbara | $40,000 | Santa Barbara, CA, US | General Purpose | 2022 |
| Lobero Theatre Foundation | $20,000 | Santa Barbara, CA, US | General Purpose | 2022 |
| Mission Dolores Academy | $10,000 | San Francisco, CA, US | General Purpose | 2022 |
| Mission Dolores Academy | $10,000 | San Francisco, CA, US | General Purpose | 2022 |
| Santa Barbara Channelkeeper | $15,000 | Santa Barbara, CA, US | General Purpose | 2022 |
| Yosemite Charitable Foundation | $10,000 | Santa Barbara, CA, US | General Purpose | 2022 |
| Artists For Change Inc | $25,000 | Los Angeles, CA, US | General Purpose | 2021 |
| Camphill Communities California | $80,000 | Soquiel, CA, US | General Purpose | 2021 |
| Cate School | $25,000 | Carpinteria, CA, US | General Purpose | 2021 |
| Children's Museum Of Santa Barbara | $20,000 | Santa Barbara, CA, US | General Purpose | 2021 |
| Children's Museum Of Santa Barbara | $48,575 | Santa Barbara, CA, US | General Purpose | 2021 |
| Lobero Theatre Foundation | $25,000 | Santa Barbara, CA, US | General Purpose | 2021 |
| Santa Barbara Rescue Mission | $50,000 | Santa Barbara, CA, US | General Purpose | 2021 |
| Transition House | $25,000 | Santa Barbara, CA, US | General Purpose | 2021 |
| Artists For Change Inc | $25,000 | Los Angeles, CA, US | General Purpose | 2021 |
| Camphill Communities California | $80,000 | Soquiel, CA, US | General Purpose | 2021 |
| Cate School | $25,000 | Carpinteria, CA, US | General Purpose | 2021 |
| Children's Museum Of Santa Barbara | $20,000 | Santa Barbara, CA, US | General Purpose | 2021 |
| Children's Museum Of Santa Barbara | $48,575 | Santa Barbara, CA, US | General Purpose | 2021 |
| Lobero Theatre Foundation | $25,000 | Santa Barbara, CA, US | General Purpose | 2021 |
| Santa Barbara Rescue Mission | $50,000 | Santa Barbara, CA, US | General Purpose | 2021 |
| Transition House | $25,000 | Santa Barbara, CA, US | General Purpose | 2021 |
| Artists For Change Inc | $25,000 | Los Angeles, CA, US | General Purpose | 2021 |
| Camphill Communities California | $80,000 | Soquiel, CA, US | General Purpose | 2021 |
| Cate School | $25,000 | Carpinteria, CA, US | General Purpose | 2021 |
| Children's Museum Of Santa Barbara | $20,000 | Santa Barbara, CA, US | General Purpose | 2021 |
| Children's Museum Of Santa Barbara | $48,575 | Santa Barbara, CA, US | General Purpose | 2021 |
| Lobero Theatre Foundation | $25,000 | Santa Barbara, CA, US | General Purpose | 2021 |
| Santa Barbara Rescue Mission | $50,000 | Santa Barbara, CA, US | General Purpose | 2021 |
| Transition House | $25,000 | Santa Barbara, CA, US | General Purpose | 2021 |
| Children's Museum Of Santa Barbara | $16,000 | Santa Barbara, CA, US | General Purpose | 2020 |
| Artists For Change Inc | $25,000 | Los Angeles, CA, US | General Purpose | 2020 |
| Camphill Communities California | $80,000 | Soquiel, CA, US | General Purpose | 2020 |
| Halo | $20,000 | Kansas City, MO, US | General Purpose | 2020 |
| Children's Museum Of Santa Barbara | $25,000 | Santa Barbara, CA, US | General Purpose | 2020 |
| Cate School | $30,000 | Carpenteria, CA, US | General Purpose | 2019 |
| Children's Museum Of Santa Barbara | $69,000 | Santa Barbara, CA, US | General Purpose | 2019 |
| Artists For Change Inc | $10,000 | Los Angeles, CA, US | General Purpose | 2019 |
| Georgetown University | $17,000 | Washington, DC, US | General Purpose | 2019 |
| Camphill Communities California | $80,000 | Soquiel, CA, US | General Purpose | 2019 |
| The Dawn Redwoods Charitable Trust | $5,000 | Tiburon, CA, US | General Purpose | 2019 |
| Santa Barbara Foundation | $33,000 | Santa Barbara, CA, US | General Purpose | 2019 |
| San Francisco Symphony | $17,000 | San Francisco, CA, US | General Purpose | 2019 |
| Camphill Communites Of California | $70,000 | Boston, MA, US | General Purpose | 2017 |
| Unity Shoppe Inc | $20,000 | Santa Barbara, CA, US | General Purpose | 2017 |
| Santa Barbara Rescue Mission | $20,000 | Santa Barbara, CA, US | General Purpose | 2017 |
| San Francisco Symphony | $32,000 | San Francisco, CA, US | General Purpose | 2017 |
| Cate School | $20,000 | Carpenteria, CA, US | General Purpose | 2017 |
| Museum Of Contemporary Art Santa Barbar | $12,500 | Santa Barbara, CA, US | General Purpose | 2017 |
| Santa Barbara International Film Festival | $7,500 | Santa Barbara, CA, US | General Purpose | 2017 |
| Enterprise For Youth | $3,400 | San Francisco, CA, US | General Purpose | 2017 |
| The Cedars Of Marin | $10,000 | San Anselmo, CA, US | General Purpose | 2017 |
| The Bay School | $10,000 | San Francisco, CA, US | General Purpose | 2017 |
| Land Trust For Santa Barbara County | $28,000 | Santa Barbara, CA, US | General Purpose | 2017 |
| American Himalayan Fund | $10,000 | San Francisco, CA, US | General Purpose | 2016 |
| American Ireland Fund | $25,000 | San Francisco, CA, US | General Purpose | 2016 |
| Camphill Communities Of California | $10,000 | Boston, MA, US | General Purpose | 2016 |
| California Pacific Medical Center | $10,000 | San Francisco, CA, US | General Purpose | 2016 |
| Fine Arts Museums Of San Frenciso | $10,000 | San Francisco, CA, US | General Purpose | 2016 |
| Global Impact | $10,000 | San Francisco, CA, US | General Purpose | 2016 |
| Plumpjack Foundation | $5,000 | Berkeley, CA, US | General Purpose | 2016 |
| San Francisco Symphony | $25,000 | Fremont, CA, US | General Purpose | 2016 |
| Santa Fe Opera | $20,000 | San Francisco, CA, US | General Purpose | 2016 |
| Sonoma Valley Hospital Foundation | $5,000 | San Francisco, CA, US | General Purpose | 2016 |
| Ucsf Foundation | $2,500 | Alexandria, VA, US | General Purpose | 2016 |
| Oakland School For The Arts | $25,000 | Oakland, CA, US | General Purpose | 2015 |
| Mental Insights Foundation | $1,000 | Sonoma, CA, US | General Purpose | 2015 |
| Asian Art Museum | $25,000 | San Francisco, CA, US | General Purpose | 2015 |
| American Himalayan Fund | $10,000 | San Francisco, CA, US | General Purpose | 2015 |
| Sf Host Committee | $2,250 | Menlo Park, CA, US | General Purpose | 2015 |
| Santa Fe Opera | $6,000 | Santa Fe, CA, US | General Purpose | 2015 |
| Sf Free Clinic | $5,000 | San Francisco, CA, US | General Purpose | 2015 |
| American Ireland Fund | $25,000 | Boston, MA, US | General Purpose | 2015 |
| San Francisco Symphony | $57,000 | San Francisco, CA, US | General Purpose | 2015 |
| American Himalayan Fund | $25,000 | San Francisco, CA, US | General Purpose | 2015 |
| Santa Fe Opera | $35,000 | Santa Fe, CA, US | General Purpose | 2015 |
| Global Impact | $25,000 | Alexandria, VA, US | General Purpose | 2015 |
| California Pacific Medical Center | $10,000 | San Francisco, CA, US | General Purpose | 2015 |
| Sonoma Valley Hospital Foundation | $5,000 | Sonoma, CA, US | General Purpose | 2015 |
| Fine Arts Museums Of San Frenciso | $10,000 | San Francisco, CA, US | General Purpose | 2015 |
| Ucsf Foundation | $2,500 | San Francisco, CA, US | General Purpose | 2015 |
| Friends Of The San Francisco Public Library | $2,500 | San Francisco, CA, US | General Purpose | 2015 |
| Camphill Communities Of California | $10,000 | Berkeley, CA, US | General Purpose | 2015 |
| Cancer Prevention Institute Of California (cpic) | $5,000 | Fremont, CA, US | General Purpose | 2015 |
| Sf Special Events Committee | $1,000 | Menlo Park, CA, US | General Purpose | 2015 |
| California Pacific Medical Center | $-2,500 | San Francisco, CA, US | General Purpose | 2015 |
Foundations Similar to Davies Charitable Trust
Discover 5 foundations with comparable assets ($5,901,074-$5,935,519), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
One Planet Research Foundation
EIN: 36-7736371 | 15 grants awarded |
$5,918,389
(≈ Similar) |
$25,000
median grant |
Los Angeles, CA
Same state |
|
|
Edward K Martin Foundation Inc
EIN: 01-0552149 | 92 grants awarded |
$5,913,945
(≈ Similar) |
$10,000
median grant |
Clovis, CA
Same state |
|
|
Buck Owens Private Foundation Inc
EIN: 26-2816002 | 1 grants awarded |
$5,931,766
(≈ Similar) |
$10,320
median grant |
Bakersfield, CA
Same state |
|
|
Physicians Aid Association
EIN: 95-1660852 | 81 grants awarded |
$5,935,519
(≈ Similar) |
$25,242
median grant |
West Hollywood, CA
Same state |
|
|
Avila Fund
EIN: 85-2109661 | 42 grants awarded |
$5,901,074
(≈ Similar) |
$40,000
median grant |
San Diego, CA
Same state |
|
Related Foundation Resources in CA:
Contact Information
Official contact details for Davies Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 23-7417287 |
| Website | N/A |
| Address | 241 SAN LUIS AVE APT 6 San Bruno, CA 94066-5537 |
Key People (3)
Board members, trustees, and key staff who oversee Davies Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Whittier Trust Company |
|---|---|
| Trustee | Lucy Lewis Dreyer Co Whittier Trust |
| Trustee | Ralph Davies Lewis Co Whittier Trus |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Davies Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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