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Form 990-PFTax year 2024EIN 23-7417287

Davies Charitable Trust

A private foundation in San Bruno, CA. Its return for tax year 2024 lists 3 grants and $517,900 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2024 (period ending Sep 30, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $517,900

    Grants listed
    3
    Assets, end of year
    $2,999,391

  • Tax year 2023

    $1,545,000

    Grants listed
    4
    Assets, end of year
    $2,890,861

  • Tax year 2022

    $250,000

    Grants listed
    9
    Assets, end of year
    $4,172,974

  • Tax year 2021

    $298,575

    Grants listed
    8
    Assets, end of year
    $3,582,799

  • Tax year 2020

    $166,000

    Grants listed
    5
    Assets, end of year
    $3,826,272

  • Tax year 2019

    $261,000

    Grants listed
    8
    Assets, end of year
    $3,855,231

  • Tax year 2018

    $272,800

    Grants listed
    12
    Assets, end of year
    $3,784,959

  • Tax year 2017

    $233,400

    Grants listed
    11
    Assets, end of year
    $4,035,404

Grants paid in 2024

3 grants, largest first

As listed on the return.

  1. San Francisco SymphonySan Francisco, CA

    General purpose

    $390,900
  2. Camphill Communities CaliforniaSoquel, CA

    General purpose

    $80,000
  3. Cate SchoolCarpinteria, CA

    General purpose

    $47,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Arts and culture1 grant $390,90075% of the total
  2. Mental health1 grant $80,00015% of the total
  3. Education1 grant $47,0009% of the total

By State

Grants to organizations with a US address, latest year.

  1. California3 grants $517,900

Officers, directors and trustees

3 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Whittier Trust CompanyTRUSTEE Hours 40Pay $48,410
  • Lucy Lewis Dreyer Co Whittier TrustTRUSTEE Hours 0Pay $0
  • Ralph Davies Lewis Co Whittier TrusTRUSTEE Hours 0Pay $0

The return

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