//
Also known as: C/O REALIZE CPA LLP
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Tl Davis Family Charitable Trust is a private trust based in SAN FRANCISCO, CA. The foundation received its IRS ruling in 1997. The principal officer is Realize Cpa Llp. It holds total assets of $3.2M. Annual income is reported at $1.1M. Total assets have grown from $1.1M in 2011 to $3M in 2023. The foundation is governed by 2 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 2020 to 2023. The foundation primarily funds organizations in California, Nebraska and Washington. According to available records, Tl Davis Family Charitable Trust has made 29 grants totaling $1.4M, with a median grant of $17K. Annual giving has grown from $310K in 2021 to $544K in 2023. Grantmaking activity was highest in 2022 with $582K distributed across 14 grants. Individual grants have ranged from $1K to $400K, with an average award of $50K. The foundation has supported 11 unique organizations. The foundation primarily supports organizations in Nebraska, California, Washington, which account for 97% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$10K
Median Grant
$20K
Average Grant
$24K
Largest Grant
$50K
Based on 5 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.
Tl Davis Family Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 29 grants. Its grantmaking reaches organizations primarily in NE, CA, WA.
Tl Davis Family Charitable Trust has distributed a total of $1.4M across 29 grants. The median grant size is $17K, with an average of $50K. Individual grants have ranged from $1K to $400K.
Tl Davis Family Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Tl Davis Family Charitable Trust is headquartered in SAN FRANCISCO, CA. While based in CA, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Thatcher Davis Co Realize | TRUSTEE | $0 | $0 | N/A |
| Shannon Davis Co Realize | TRUSTEE | $0 | $0 | N/A |
Total Giving
$561K
Total Assets
$3M
Fair Market Value
$3.7M
Net Worth
$3M
Grants Paid
$544K
Contributions
N/A
Net Investment Income
$204K
Distribution Amount
$198K
Total: $3M
Total Grants
29
Total Giving
$1.4M
Average Grant
$50K
Median Grant
$17K
Unique Recipients
11
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| University Of Nebraska FoundationSCHOLARSHIPS | Lincoln, NE | $400K | 2023 |
| St Ignatius ParishCHARITABLE GRANT | San Francisco, CA | $50K | 2023 |
| St Ignatius CollegeCHARITABLE GRANT | San Francisco, CA | $25K | 2023 |
| University Of WashingtonCHARITABLE GRANT | Seattle, WA | $20K | 2023 |
| Charles Armstrong SchoolCHARITABLE GRANT | Belmont, CA | $17K | 2023 |
| Corporation Of The Fine Arts Museums Of San FranciscoCHARITABLE GRANT | San Francisco, CA | $5K | 2023 |
| CvnlCHARITABLE GRANT | San Rafael, CA | $3K | 2023 |
| School Of The Sacred HeartCHARITABLE GRANT | San Francisco, CA | $10K | 2022 |
| Compass Family ServiceCHARITABLE GRANT | San Francisco, CA | $5K | 2022 |
| The Olympic Club FoundationCHARITABLE GRANT | San Francisco, CA | $1K | 2022 |
| Seal Future FoundationCHARITABLE GRANT | New York, NY | $5K | 2021 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA