WILMINGTON, DE
Shelby Cullom Davis Charitable Fund Inc.
Quick Facts
- EIN
- 203734688
- Location
- WILMINGTON, DE
- Category
- Philanthropy & Grantmaking
- Total Assets
- $3.1B
- Annual Income
- $36.6B
- IRS Ruling Year
- 2006
- Organization Type
- Corporation
- Principal Officer
- % Foundation Source
- Tax Deductibility
- Contributions are deductible
About This Foundation
Shelby Cullom Davis Charitable Fund Inc. is a private corporation based in WILMINGTON, DE. The foundation received its IRS ruling in 2006. The principal officer is % Foundation Source. It holds total assets of $3.1B. Annual income is reported at $36.6B. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$117.5M
2023-28%
Total Assets
$2.7B
2023+1%
Fair Market Value
$3.5B
2023
Net Worth
$2.7B
2023
Grants Paid
$114.4M
2023
Contributions
$0
2023
Net Investment Income
$143.1M
2023
Distribution Amount
$157.9M
2023
Total Giving by Year
$2.2M
11$2.9M
12$125M
13$33.2M
14$125M
15$141.7M
19$145.2M
20$154.3M
21$164.4M
22$117.5M
23Asset Growth
$62.9M
11$62.4M
12$40M
13$2.7B
14$2.6B
15$2.7B
19$2.6B
20$2.8B
21$2.7B
22$2.7B
23Investment Portfolio (2023)
Total: $2.7B
Corporate Stock: $2.7B
Corporate Bonds: $14.4M
Government Obligations: $6.3M
Other Investments: $29.3M
Corporate Stock (98%)
Corporate Bonds (1%)
Government Obligations (0%)
Other Investments (1%)
Expense Breakdown (2023)
Grants Paid$114.4M
Officer Compensation$200K
Accounting Fees$19K
Travel & Conferences$5K
Legal Fees$2K
Revenue Sources (2023)
- Capital Gains (Net)
- $72.5M
- Dividends
- $68.3M
- Other Income
- $2.9M
- Interest
- $48K
Financial Details (2023)
- Total Revenue
- $143.7M
- Total Expenses
- $117.5M
- Exempt Purpose Expenses
- $114.9M
- Required Distribution
- $157.9M
- Undistributed Income
- $61.2M
- Total Liabilities
- $1
- Excise Tax
- $2M
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$109.3M
Average Grant
$2.2M
Median Grant
$732K
Grant Range
Min$200K
Max$26M
Median: $732K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
ME: $2.2M (4)
VT
VT: $963K (2)
NH
NH: $1M (1)
WA
WA: $2.8M (2)
ID
MT
ND
MN
MN: $4.5M (1)
WI
MI
NY
NY: $15.4M (11)
MA
MA: $7.4M (5)
CT
CT: $1.1M (2)
RI
OR
OR: $700K (2)
NV
WY
SD
IA
IL
IL: $3M (2)
IN
OH
PA
NJ
NJ: $530K (1)
CA
CA: $17.3M (6)
UT
CO
NE
MO
KY
WV
WV: $1.5M (1)
VA
VA: $1.5M (3)
MD
DE
DC
DC: $2.3M (2)
AZ
NM
NM: $34.2M (3)
KS
AR
TN
NC
SC
OK
OK: $11.8M (1)
LA
MS
AL
GA
FL
HI
TX
TX: $1M (1)
NM$34.2M (3)
CA$17.3M (6)
NY$15.4M (11)
OK$11.8M (1)
MA$7.4M (5)
MN$4.5M (1)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Armand Hammer United World College Of The Americanthe UWC Forever fund, the davis scholars program fund | Montezuma, NM | $26M | 2023 |
| University Of Oklahoma Foundation IncDavis UWC Scholar Program 2023 | Norman, OK | $11.8M | 2023 |
| Central Park Conservancy IncRe-envisioned Harlem Meer pool and rink | New York, NY | $8.5M | 2023 |
| Santa Fe Preparatory SchoolDavis New Mexico Scholars | Santa Fe, NM | $8M | 2023 |
| Sonoma AcademyPerforming Arts Center | Santa Rosa, CA | $5.3M | 2023 |
| The Brigham & Womens Hospital IncAlzheimer Prevention Program | Boston, MA | $5M | 2023 |
| Petaluma River Park Foundation IncFor purchase of Scanell property | Petaluma, CA | $5M | 2023 |
| Sonoma AcademyDavis Scholars, Davis Gap Fund, and General Support | Santa Rosa, CA | $4.7M | 2023 |
| Macalester CollegeDavis UWC Scholar Program 2023 | Saint Paul, MN | $4.5M | 2023 |
| Global PartnershipsGeneral & Unrestricted | Seattle, WA | $2.4M | 2023 |
| Land Trust Alliance IncorporatedGeneral & Unrestricted | Washington, DC | $2M | 2023 |
| University Of ChicagoGeneral & Unrestricted | Chicago, IL | $2M | 2023 |
| Regents Of The University Of California At BerkeleDavis UWC Scholar Program 2023 | Berkeley, CA | $1.6M | 2023 |
| Chautauqua Foundation IncGeneral & Unrestricted | Chautauqua, NY | $1.5M | 2023 |
| Future Generations University CorporationInstitutional Support fund, Field-based Residentials Financial Aid, Field-based Learning Fund | Franklin, WV | $1.5M | 2023 |
| Scenic Hudson IncGeneral & Unrestricted | Poughkeepsie, NY | $1.1M | 2023 |
| Teatown Lake Reservation IncGeneral & Unrestricted | Ossining, NY | $1M | 2023 |
| Holderness Schoolconstruction of academic building; building of Mittersill Performance Center; trail, field, and ski and snowboarding venue initiatives | Plymouth, NH | $1M | 2023 |
| University Of VirginiaTo create an expendable scholarship fund named the Davis First-Generation Scholarship fund | Charlottesville, VA | $1M | 2023 |
| Institute For Shipboard Educationscholarship fund | Dallas, TX | $1M | 2023 |
| University Of ChicagoZimmer Odyssey Fund | Chicago, IL | $1M | 2023 |
| College Of The Atlanticto fund the construction of a new academic building | Bar Harbor, ME | $1M | 2023 |
| Brooks SchoolGeneral & Unrestricted | North Andover, MA | $810K | 2023 |
| Scenic Hudson IncThe Westchester Riverwalk and Regenerative Agriculture and other projects | Poughkeepsie, NY | $800K | 2023 |
| Trustees Of Phillips AcademyDavis International Scholars Program | Andover, MA | $740K | 2023 |
| Maine Seacoast MissionDavis Maine Scholarship Fund | Northeast Harbor, ME | $724K | 2023 |
| Taft School CorporationDavis International Scholars Program | Watertown, CT | $695K | 2023 |
| Bennington College CorporationDavis UWC Scholar Program 2023 | Bennington, VT | $688K | 2023 |
| Emma Willard SchoolDavis International Scholars Program | Troy, NY | $575K | 2023 |
| Trustees Of The Lawrenceville SchoolDavis International Scholars Program | Lawrenceville, NJ | $530K | 2023 |
| Public Health InstituteTo support the work of Roots of Change | Oakland, CA | $500K | 2023 |
| Strawtown Art & Garden StudioGeneral & Unrestricted | Garnerville, NY | $500K | 2023 |
| Riverkeeper IncWestchester Clean Water Program and general operations | Ossining, NY | $500K | 2023 |
| Milton AcademyDavis International Scholars Program | Milton, MA | $460K | 2023 |
| Global PartnershipsSocial Enterprise Debt Financing Pilot Program | Seattle, WA | $440K | 2023 |
| Trustees Of Westminster School IncDavis International Scholars Program | Simsbury, CT | $435K | 2023 |
| Berklee College Of Music IncRichard Ortner Thrive Scholarship Fund at the Boston Conservatory at Berklee | Boston, MA | $400K | 2023 |
| Ithaca CollegeDavis UWC Scholar Program 2023 | Ithaca, NY | $400K | 2023 |
| Brown HopeGeneral & Unrestricted | Portland, OR | $350K | 2023 |
| Catlin Gabel SchoolGeneral & Unrestricted | Portland, OR | $350K | 2023 |
| National Peace Corps AssociationGeneral & Unrestricted | Washington, DC | $300K | 2023 |
| Energy Innovation Reform ProjectGeneral & Unrestricted | Fairfax, VA | $300K | 2023 |
| President & Fellows Of Middlebury Collegesupport for Afghani students at Middlebury | Middlebury, VT | $275K | 2023 |
| Bowsprit FoundationGeneral & Unrestricted | Montville, ME | $250K | 2023 |
| Arise Media IncGeneral & Unrestricted | Pleasantville, NY | $250K | 2023 |
| Bard CollegeDavis UWC Scholar Program 2023 | Annandaleonhudson, NY | $235K | 2023 |
| Stanford UniversityDavis UWC Scholar Program 2023 | Stanford, CA | $225K | 2023 |
| Washington & Lee UniversityDavis UWC Scholar Program 2023 | Lexington, VA | $220K | 2023 |
| Kieve-Wavus Education IncEducators in Residence program | Nobleboro, ME | $200K | 2023 |
| Armand Hammer United World College Of The Americanthe Geier international scholarship fund, the bartos institute, the president's discretionary fund | Montezuma, NM | $200K | 2023 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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