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Mark P & Joyce A Davis Char Trust is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 2013. The principal officer is Chester W Sterczek. It holds total assets of $437K. Annual income is reported at $220K. Total assets have grown from $228K in 2012 to $434K in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Massachusetts, Maryland and District of Columbia. According to available records, Mark P & Joyce A Davis Char Trust has made 20 grants totaling $208K, with a median grant of $5K. Annual giving has grown from $38K in 2020 to $123K in 2022. Individual grants have ranged from $2K to $33K, with an average award of $10K. The foundation has supported 6 unique organizations. Grants have been distributed to organizations in Massachusetts and District of Columbia and Maryland. Contributions to this foundation are tax-deductible.
Smallest Grant
$4K
Median Grant
$5K
Average Grant
$10K
Largest Grant
$33K
Based on 6 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.
Mark P & Joyce A Davis Char Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 20 grants. Its grantmaking reaches organizations primarily in MA, DC, MD.
Mark P & Joyce A Davis Char Trust has distributed a total of $208K across 20 grants. The median grant size is $5K, with an average of $10K. Individual grants have ranged from $2K to $33K.
Mark P & Joyce A Davis Char Trust typically selects its grantees rather than accepting unsolicited proposals.
Mark P & Joyce A Davis Char Trust is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $3K | $0 | $3K |
| Mark Joyce Davis | DECISION MAKER | $0 | $0 | N/A |
| Helen D Blake | CO-FIDUCIARY | $0 | $0 | N/A |
Total Giving
$65K
Total Assets
$434K
Fair Market Value
$1.2M
Net Worth
$434K
Grants Paid
$60K
Contributions
N/A
Net Investment Income
$43K
Distribution Amount
$54K
Total Grants
20
Total Giving
$208K
Average Grant
$10K
Median Grant
$5K
Unique Recipients
6
Most Common Grant
$5K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Perkins School For The BlindUNRESTRICTED GENERAL | Watertown, MA | $33K | 2022 |
| National Park FoundationUNRESTRICTED GENERAL | Washington, DC | $10K | 2022 |
| Foundation Fighting BlindnessUNRESTRICTED GENERAL | Columbia, MD | $5K | 2022 |
| Emerson HospitalUNRESTRICTED GENERAL | Maynard, MA | $5K | 2022 |
| Carroll Center For The Blind IncUNRESTRICTED GENERAL | Newton, MA | $5K | 2022 |
| Concord Free Public LibraryUNRESTRICTED GENERAL | Concord, MA | $4K | 2022 |