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Also known as: C/O R M GONNELLA
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Davies Charitable Trust is a private trust based in SAN BRUNO, CA. The foundation received its IRS ruling in 1974. The principal officer is R M Gonnella. It holds total assets of $2.9M. Annual income is reported at $1.5M. The foundation is governed by 3 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2015 to 2023. The foundation primarily funds organizations in California and District of Columbia. According to available records, Davies Charitable Trust has made 30 grants totaling $1M, with a median grant of $25K. Annual giving has grown from $166K in 2021 to $250K in 2023. Grantmaking activity was highest in 2022 with $597K distributed across 16 grants. Individual grants have ranged from $10K to $100K, with an average award of $34K. The foundation has supported 11 unique organizations. Grants have been distributed to organizations in California and Missouri. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$24K
Average Grant
$33K
Largest Grant
$80K
Based on 8 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Davies Charitable Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 30 grants. Its grantmaking reaches organizations primarily in CA, MO.
Davies Charitable Trust has distributed a total of $1M across 30 grants. The median grant size is $25K, with an average of $34K. Individual grants have ranged from $10K to $100K.
Davies Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Davies Charitable Trust is headquartered in SAN BRUNO, CA. While based in CA, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Ralph Davies Lewis Co Whittier Trus | TRUSTEE | $0 | $0 | N/A |
| Whittier Trust Company | TRUSTEE | $0 | $0 | N/A |
| Lucy Lewis Dreyer Co Whittier Trust | TRUSTEE | $0 | $0 | N/A |
Total Giving
$303K
Total Assets
$4.2M
Fair Market Value
$6M
Net Worth
$4.2M
Grants Paid
$250K
Contributions
N/A
Net Investment Income
$806K
Distribution Amount
$279K
Total: $2.1M
Total Grants
30
Total Giving
$1M
Average Grant
$34K
Median Grant
$25K
Unique Recipients
11
Most Common Grant
$25K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Camphill Communities CaliforniaGENERAL PURPOSE | Soquiel, CA | $100K | 2023 |
| Children'S Museum Of Santa BarbaraGENERAL PURPOSE | Santa Barbara, CA | $40K | 2023 |
| Cate SchoolGENERAL PURPOSE | Carpinteria, CA | $25K | 2023 |
| Artists For Change IncGENERAL PURPOSE | Los Angeles, CA | $20K | 2023 |
| Lobero Theatre FoundationGENERAL PURPOSE | Santa Barbara, CA | $20K | 2023 |
| Santa Barbara ChannelkeeperGENERAL PURPOSE | Santa Barbara, CA | $15K | 2023 |
| Mission Dolores AcademyGENERAL PURPOSE | San Francisco, CA | $10K | 2023 |
| Yosemite Charitable FoundationGENERAL PURPOSE | Santa Barbara, CA | $10K | 2023 |
| Santa Barbara Rescue MissionGENERAL PURPOSE | Santa Barbara, CA | $50K | 2022 |
| Transition HouseGENERAL PURPOSE | Santa Barbara, CA | $25K | 2022 |
| HaloGENERAL PURPOSE | Kansas City, MO | $20K | 2021 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA