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Davies-Ellis Trust is a private trust based in EVANSVILLE, IN. The foundation received its IRS ruling in 2004. The principal officer is Old National Trust Company. It holds total assets of $2.2M. Annual income is reported at $921K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of education. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. According to available records, Davies-Ellis Trust has made 8 grants totaling $320K, with a median grant of $41K. Annual giving has grown from $52K in 2020 to $208K in 2022. Individual grants have ranged from $25K to $52K, with an average award of $40K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Indiana. Contributions to this foundation are tax-deductible.
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-Ellis Trust primarily funds organizations in the area of education. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in IN.
Davies-Ellis Trust has distributed a total of $320K across 8 grants. The median grant size is $41K, with an average of $40K. Individual grants have ranged from $25K to $52K.
Davies-Ellis Trust typically selects its grantees rather than accepting unsolicited proposals.
Davies-Ellis Trust is headquartered in EVANSVILLE, IN.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Old National Wealth Management | TRUSTEE | $27K | $0 | $27K |
Total Giving
$131K
Total Assets
$2M
Fair Market Value
$2.6M
Net Worth
$2M
Grants Paid
$100K
Contributions
N/A
Net Investment Income
$97K
Distribution Amount
$120K
Total Grants
8
Total Giving
$320K
Average Grant
$40K
Median Grant
$41K
Unique Recipients
2
Most Common Grant
$52K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Benton Community FoundationSCHOLARSHIPS | Fowler, IN | $52K | 2022 |
| Parke County Community Fdn IncSCHOLARSHIPS | Rockville, IN | $52K | 2022 |