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Irene E And George A Davis Foundation is a private corporation based in SPRINGFIELD, MA. The foundation received its IRS ruling in 2017. The principal officer is Andrew M Davis. It holds total assets of $104.3M. Annual income is reported at $25.5M. Total assets have grown from $68.6M in 2019 to $104.3M in 2024. The foundation is governed by 4 officers and trustees. Tax records are available from 2020 to 2024. Grantmaking is concentrated in Hampden County, Massachusetts. According to available records, Irene E And George A Davis Foundation has made 4 grants totaling $30.6M, with a median grant of $7.6M. Annual giving has decreased from $13.9M in 2022 to $8.5M in 2024. Individual grants have ranged from $6.9M to $8.5M, with an average award of $7.6M. Grant recipients are concentrated in Massachusetts. Contributions to this foundation are tax-deductible.
The Irene E. & George A. Davis Foundation is a highly focused, place-based funder dedicated exclusively to Hampden County, Massachusetts. Their theory of change centers on breaking cycles of poverty through early childhood development, education, and family support systems. To approach this funder effectively, applicants must demonstrate deep roots in Hampden County and a clear connection to children, youth, and families in the region.
The foundation prioritizes organizations that align with two flagship initiatives: "Cherish Every Child" (birth through age eight) and "Reading Success by Fourth Grade." Proposals that tie into these strategic pillars will have a significant advantage. The foundation values community collaboration and cross-sector partnerships — proposals showing alignment with other Hampden County stakeholders (schools, government agencies, healthcare providers) signal strong fit.
Key alignment signals include: direct service to Hampden County residents, measurable outcomes for children and families, evidence-based programming, and organizational capacity to deliver. The foundation has a small staff (Executive Director Kiley Brings, Grants Manager Meredith Kent, Director of Early Literacy Sheila Gould), so applicants should expect a thorough but personal review process. Contacting program staff before submitting is strongly encouraged and signals seriousness.
The Davis Foundation has shown a strong upward trajectory in grantmaking, distributing $8.49 million in 2024 (up from $4.97 million in 2023 and $7.6 million in 2022). With $104.3 million in total assets, the foundation maintains a healthy payout rate of approximately 8.1% — well above the IRS-required 5% minimum, indicating active and generous grantmaking.
Grant types include General Operating, Program, and Capital grants. While many grants are $25,000 or less, the foundation has made significant capital investments — notably a $250,000 grant to the New North Citizens Council for the Barbara Rivera Community Center. This suggests willingness to make larger commitments for transformative capital projects.
The geographic distribution is exclusively Hampden County, Massachusetts, with Springfield as the primary hub. Sector focus concentrates on: early education (birth-5), K-12 education, higher education, education policy, health, social services, and arts. The early literacy and early childhood sectors receive particular emphasis through the dedicated Director of Early Literacy position.
Revenue of $19.9 million in 2024 (despite a 26.1% decline year-over-year) and strong investment income growth (17.4%) suggest financial stability and capacity for sustained grantmaking at current or increasing levels.
The Davis Foundation occupies a distinctive niche among Massachusetts private foundations as a deeply place-based funder with substantial assets.
| Dimension | Davis Foundation | Typical MA Private Foundation ($50M-$150M) | Community Foundations (MA) |
|---|---|---|---|
| Assets | $104.3M | $50M-$150M | Varies widely |
| Annual Grants | $8.5M (2024) | $3M-$8M | $5M-$50M |
| Payout Rate | ~8.1% | 5-6% | 5-8% |
| Geographic Scope | Hampden County only | Statewide or national | Regional |
| Focus Areas | Education, youth, families | Varies | Broad community needs |
| Staff Size | 3 key staff | 2-5 | 10-50 |
| Application Cycle | Quarterly | Annual or semi-annual | Rolling or annual |
Compared to peer foundations in the $50M-$150M asset range (such as the Barr Foundation, the Klarman Family Foundation, or the Harold Whitworth Pierce Charitable Trust), the Davis Foundation is unusually concentrated geographically. While peers often fund statewide or nationally, Davis focuses exclusively on one county. This hyper-local focus means less competition per grant dollar but stricter eligibility requirements.
The foundation's quarterly application cycle is notably more frequent than most peers, which typically accept applications annually or semi-annually. This creates more opportunities for applicants but also suggests the foundation values ongoing relationships over one-time grants. The above-average payout rate (8.1% vs. the typical 5-6%) indicates a mission-driven approach prioritizing impact over endowment preservation.
The Davis Foundation has been expanding its strategic footprint in Hampden County with several notable developments:
The foundation launched its "Reading Success by Fourth Grade" initiative, a community-wide effort to achieve reading proficiency for Springfield's children by fourth grade. This complements their longstanding "Cherish Every Child" initiative focused on birth through age eight, signaling a strategic expansion into elementary school outcomes.
In 2024, the foundation significantly increased its grantmaking to $8.49 million from $4.97 million in 2023 — a 70.8% year-over-year increase. This dramatic ramp-up suggests either new strategic commitments or a deliberate effort to increase community impact.
The foundation awarded a major $250,000 capital grant to the New North Citizens Council for the Barbara Rivera Community Center in Springfield's North End, demonstrating willingness to invest in community infrastructure beyond typical program grants.
The foundation has also been publishing new Requests for Proposals (RFPs) targeting literacy in Hampden County, with proposals due May 1, 2026, indicating proactive grantmaking rather than passive application review.
Leadership remains stable with Executive Director Kiley Brings at the helm, supported by Grants Manager Meredith Kent and Director of Early Literacy Sheila Gould. The board includes Laurel D. Ferretti (President), Jane E. Davis Kusek (VP/Secretary), and Stephen A. Davis (Director), maintaining family governance continuity.
To maximize your chances of receiving funding from the Davis Foundation, consider these practical strategies:
1. Contact staff before applying. The foundation explicitly urges applicants to reach out to program staff before submitting. Email info@davisfdn.org or call (413) 734-8336 to discuss your proposal idea and confirm eligibility. This is not optional — it demonstrates respect for their process and ensures your proposal is a good fit.
2. Demonstrate Hampden County impact. Every dollar this foundation awards must serve Hampden County residents. Your proposal should include specific data about the Hampden County population you serve, geographic reach within the county, and measurable outcomes for local children and families.
3. Align with strategic initiatives. Frame your work in relation to "Cherish Every Child" (early childhood, birth-8) or "Reading Success by Fourth Grade" (literacy, K-4). Even if your program does not fit neatly into these initiatives, showing awareness of the foundation's strategic priorities signals alignment.
4. Use the quarterly cycle strategically. With four application deadlines per year (Feb 1, May 1, Aug 1, Nov 1), you can time your application to align with your program calendar. If you miss one deadline, the next is only three months away. Consider applying in a lighter quarter (Q3/Q4) when competition may be lower.
5. Show collaboration. The foundation values community-wide approaches. Highlight partnerships with other Hampden County organizations, schools, government agencies, or healthcare providers. Multi-stakeholder proposals demonstrate the systems-level thinking the foundation favors.
6. Be specific about outcomes. The foundation invests in evidence-based programming. Include clear metrics, evaluation plans, and evidence of past program effectiveness. For education-focused proposals, cite literacy rates, school readiness indicators, or academic achievement data.
7. Consider grant type carefully. General Operating grants fund overhead and core operations; Program grants support specific projects; Capital grants fund infrastructure. Choose the type that best matches your need, and be clear about how funds will be used.
8. Budget appropriately. While many grants are $25,000 or less, the foundation has made awards up to $250,000 for capital projects. Request an amount commensurate with your organizational size and project scope — neither too modest nor overly ambitious for a first-time applicant.
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Funding for an organization's general operating costs and overhead expenses.
Support for a specific program or project operated by the organization.
Support for the purchase, construction, or renovation of property, land and/or capital assets.
Dedicated early literacy programs with a full-time Director of Early Literacy on staff.
The Davis Foundation has shown a strong upward trajectory in grantmaking, distributing $8.49 million in 2024 (up from $4.97 million in 2023 and $7.6 million in 2022). With $104.3 million in total assets, the foundation maintains a healthy payout rate of approximately 8.1% — well above the IRS-required 5% minimum, indicating active and generous grantmaking. Grant types include General Operating, Program, and Capital grants. While many grants are $25,000 or less, the foundation has made significan.
Irene E And George A Davis Foundation has distributed a total of $30.6M across 4 grants. The median grant size is $7.6M, with an average of $7.6M. Individual grants have ranged from $6.9M to $8.5M.
The Irene E. & George A. Davis Foundation is a highly focused, place-based funder dedicated exclusively to Hampden County, Massachusetts. Their theory of change centers on breaking cycles of poverty through early childhood development, education, and family support systems. To approach this funder effectively, applicants must demonstrate deep roots in Hampden County and a clear connection to children, youth, and families in the region. The foundation prioritizes organizations that align with two.
Irene E And George A Davis Foundation is headquartered in SPRINGFIELD, MA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| STEPHEN A DAVIS | DIRECTOR | $0 | $0 | N/A |
| ANDREW M DAVIS | TREAS/DIR | $0 | $0 | N/A |
| LAUREL D FERRETTI | PRES/DIR | $0 | $0 | N/A |
| JANE E DAVIS-KUSEK | VP/SEC/DIR | $0 | $0 | N/A |
Total Giving
$8.5M
Total Assets
$104.3M
Fair Market Value
$206.3M
Net Worth
$104.3M
Grants Paid
$8.5M
Contributions
$3.2M
Net Investment Income
$21M
Distribution Amount
$9.6M
Total: $50.7M
Total Grants
4
Total Giving
$30.6M
Average Grant
$7.6M
Median Grant
$7.6M
Unique Recipients
1
Most Common Grant
$6.9M
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| SEE ATTACHED LIST OF GRANTS PAIDSEE ATTACHED SCHEDULE OF GRANTS PAID | Springfield, MA | $8.5M | 2024 |