Davis Family Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Davis Family Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 27-1501472
Foundation Overview
Based in Naples, FL, Davis Family Charitable Trust has awarded 83 grants totaling $1,560,951 to organizations in Ohio, Florida and 2 other states across the US. Individual grants range from $100 to $165,666, with a median award of $5,000.
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
1 of 8 recipients (13%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
60% of grants are awarded in Ohio, with additional funding distributed across 3 other locations. The foundation balances regional focus with broader geographic diversity. Within Ohio, funding concentrates in Dayton (74%), Clayton (8%), Kettering (6%).
Funding Trajectory
Strong 53% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on general purposes (57%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Davis Family 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 |
|---|---|---|---|---|
| Campbell County Schools Friends Of Norris Lake Scholarship | $1,000 | Lafollette, TN, US | General | 2023 |
| Church Of The Holy Angels | $5,000 | Dayton, OH, US | General | 2023 |
| Naples Children Education Foundation | $165,666 | Naples, FL, US | General | 2023 |
| Pink Ribbon Girls | $10,000 | Clayton, OH, US | General | 2023 |
| St Ann Catholic Church | $5,000 | Naples, FL, US | General | 2023 |
| University Of Dayton Davis Center For Portfolio Management | $75,000 | Dayton, OH, US | General | 2023 |
| Freedom Waters Foundation | $560 | Naples, FL, US | General | 2023 |
| Notes For Education Gargiulo Vineyards | $5,000 | Napa, CA, US | General | 2023 |
| Church Of The Holy Angels | $5,000 | Dayton, OH, US | General | 2022 |
| Pink Ribbon Girls | $10,000 | Clayton, OH, US | General | 2022 |
| St Ann Catholic Church | $5,000 | Naples, FL, US | General | 2022 |
| University Of Dayton Davis Center For Portfolio Management | $75,000 | Dayton, OH, US | General | 2022 |
| Campbell County Schools Friends Of Norris Lake Scholarship | $1,000 | Lafollette, TN, US | General | 2022 |
| Naples Children Education Foundation | $40,500 | Naples, FL, US | General | 2022 |
| Dayton American Association | $100 | Kettering, OH, US | General | 2022 |
| Sunlight Home | $100 | Naples, FL, US | General | 2022 |
| Mark Andrew Kreusch Memorial Fund | $5,000 | Dayton, OH, US | General | 2022 |
| Church Of The Holy Angels | $5,000 | Dayton, OH, US | General | 2022 |
| Pink Ribbon Girls | $10,000 | Clayton, OH, US | General | 2022 |
| St Ann Catholic Church | $5,000 | Naples, FL, US | General | 2022 |
| University Of Dayton Davis Center For Portfolio Management | $75,000 | Dayton, OH, US | General | 2022 |
| Campbell County Schools Friends Of Norris Lake Scholarship | $1,000 | Lafollette, TN, US | General | 2022 |
| Naples Children Education Foundation | $40,500 | Naples, FL, US | General | 2022 |
| Dayton American Association | $100 | Kettering, OH, US | General | 2022 |
| Sunlight Home | $100 | Naples, FL, US | General | 2022 |
| Mark Andrew Kreusch Memorial Fund | $5,000 | Dayton, OH, US | General | 2022 |
| Church Of The Holy Angels | $5,000 | Dayton, OH, US | General | 2022 |
| Pink Ribbon Girls | $10,000 | Clayton, OH, US | General | 2022 |
| St Ann Catholic Church | $5,000 | Naples, FL, US | General | 2022 |
| University Of Dayton Davis Center For Portfolio Management | $75,000 | Dayton, OH, US | General | 2022 |
| Campbell County Schools Friends Of Norris Lake Scholarship | $1,000 | Lafollette, TN, US | General | 2022 |
| Naples Children Education Foundation | $40,500 | Naples, FL, US | General | 2022 |
| Dayton American Association | $100 | Kettering, OH, US | General | 2022 |
| Sunlight Home | $100 | Naples, FL, US | General | 2022 |
| Mark Andrew Kreusch Memorial Fund | $5,000 | Dayton, OH, US | General | 2022 |
| Bellbrook-sugarcreek Education Foundation (bsef) | $250 | Bellbrook, OH, US | Larry B. Will Scholarship Fund | 2021 |
| Campbell County Schools Friends Of Norris Lake Scholarship | $1,000 | Lafollette, TN, US | General | 2021 |
| Church Of The Holy Angels | $5,000 | Dayton, OH, US | General | 2021 |
| Folds Of Honor Patriot Golf Classic Dayton Country Club | $500 | Dayton, OH, US | General | 2021 |
| Naples Historical Society | $840 | Naples, FL, US | General | 2021 |
| Pink Ribbon Girls | $5,000 | Tipp City, OH, US | General | 2021 |
| University Of Dayton Davis Center For Portfolio Management | $75,000 | Dayton, OH, US | General | 2021 |
| Wright State University Foundation | $5,085 | Dayton, OH, US | General | 2021 |
| St Ann Catholic Church | $5,000 | Naples, FL, US | General | 2021 |
| Bellbrook-sugarcreek Education Foundation (bsef) | $250 | Bellbrook, OH, US | Larry B. Will Scholarship Fund | 2020 |
| Church Of The Holy Angels | $5,000 | Dayton, OH, US | General | 2020 |
| Dayton Children's Hospital | $50,000 | Dayton, OH, US | General | 2020 |
| Micro Grants Of Sw Fl | $5,000 | Naples, FL, US | General | 2020 |
| Naples Children's Education Foundation | $93,000 | Naples, FL, US | General | 2020 |
| Pink Ribbon Girls | $5,000 | Tipp City, OH, US | General | 2020 |
| The Salvation Army Of Greater Dayton | $5,000 | Dayton, OH, US | General | 2020 |
| University Of Dayton Davis Center For Portfolio Management | $75,000 | Dayton, OH, US | General | 2020 |
| Van Wert City Schools Special Education Department | $250 | Van Wert, OH, US | General | 2020 |
| Campbell County Schools Friends Of Norris Lake Scholarship | $1,000 | Lafollette, TN, US | General | 2020 |
| Folds Of Honor Patriot Golf Classic Dayton Country Club | $200 | Dayton, OH, US | General | 2020 |
| Campbell County Schools | $1,000 | Lafollette, TN, US | Friends Of Norris Lake Scholarship | 2018 |
| Church Of The Holy Angels | $5,000 | Dayton, OH, US | General | 2018 |
| Dayton Children's Hospital | $50,000 | Dayton, OH, US | General | 2018 |
| Folds Of Honor Co Dayton Country Club | $5,000 | Dayton, OH, US | Folds Of Honor | 2018 |
| Freedom Waters Foundation | $5,000 | Naples, FL, US | General | 2018 |
| Mark A Kreusch Memorial Fund | $5,000 | Dayton, OH, US | General | 2018 |
| Naples Botanical Garden | $5,000 | Naples, FL, US | General | 2018 |
| Rivers Crossing Community Church | $250 | Mason, OH, US | General | 2018 |
| St Ann Catholic Church | $5,000 | Naples, FL, US | General | 2018 |
| The Salvation Army Of Greater Dayton | $5,000 | Dayton, OH, US | General | 2018 |
| University Of Dayton Davis Center For Portfolio Management | $75,000 | Dayton, OH, US | General | 2018 |
| Victoria Theatre Association | $20,000 | Dayton, OH, US | The Next Stage Campaign | 2018 |
| Avow Foundation | $5,000 | Naples, FL, US | General | 2017 |
| Church Of The Holy Angels | $5,000 | Dayton, OH, US | General | 2017 |
| Dayton Children's Hospital | $50,000 | Dayton, OH, US | Mills Cancer Center | 2017 |
| Naples Botanical Garden | $5,000 | Naples, FL, US | General | 2017 |
| St Ann Catholic Church | $5,000 | Naples, FL, US | General | 2017 |
| The Salvation Army Of Greater Dayton | $10,000 | Dayton, OH, US | General | 2017 |
| University Of Dayton Davis Center For Portfolio Management | $75,000 | Dayton, OH, US | General | 2017 |
| Victoria Theatre Association | $20,000 | Dayton, OH, US | The Next Stage Campaign | 2017 |
| Church Of The Holy Angels | $5,000 | Dayton, OH, US | General | 2016 |
| Naples Botanical Garden | $5,000 | Naples, FL, US | General | 2016 |
| St Ann Catholic Church | $5,000 | Naples, FL, US | General | 2016 |
| The Salvation Army Of Greater Dayton | $10,000 | Dayton, OH, US | General | 2016 |
| University Of Dayton Davis Center For Portfolio Management | $75,000 | Dayton, OH, US | General | 2016 |
| Victoria Theatre Association | $20,000 | Dayton, OH, US | The Next Stage Campaign | 2016 |
| Avow Foundation | $5,000 | Naples, FL, US | General | 2016 |
| Dayton Children's Hospital | $50,000 | Dayton, OH, US | Mills Cancer Center | 2016 |
Foundations Similar to Davis Family Charitable Trust
Discover 5 foundations with comparable assets ($2,985,328-$2,993,637), similar grant patterns, and geographic focus in FL 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 |
|---|---|---|---|---|
|
The Selma And Irving Ettenberg Foundation
EIN: 90-0959410 | 333 grants awarded |
$2,993,637
(≈ Similar) |
$3,600
median grant |
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|
The Abdel-misih Foundation
EIN: 52-2009130 | 235 grants awarded |
$2,993,286
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$3,000
median grant |
Sunny Isles Beach, FL
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|
Monroe Welfare Foundation
EIN: 58-6033825 | 202 grants awarded |
$2,990,469
(≈ Similar) |
$5,000
median grant |
Fernandina Beach, FL
Same state |
|
|
Ronnie & Jerrold Rosenbaum Family
EIN: 59-3695159 | 142 grants awarded |
$2,988,235
(≈ Similar) |
$5,000
median grant |
Ponte Vedra Beach, FL
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|
|
The Charles Stein Family Foundation Inc
EIN: 47-2579153 | 109 grants awarded |
$2,985,328
(≈ Similar) |
$10,000
median grant |
Lake Worth Beach, FL
Same state |
|
Related Foundation Resources in FL:
Contact Information
Official contact details for Davis Family Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 27-1501472 |
| Website | N/A |
| Address | 539 FIFTH AVE SOUTH 446 Naples, FL 34102-6613 |
Key People (2)
Board members, trustees, and key staff who oversee Davis Family Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Richard P Davis |
|---|---|
| Trustee | Susan P Davis |
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 Davis Family 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.
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