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Form 990-PFTax year 2025EIN 27-1501472

Davis Family Charitable Trust

A private foundation in Naples, FL. Its return for tax year 2025 lists 7 grants and $255,000 paid in grants.

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Tax year 2025 (period ending Dec 31, 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

Accepts applications

The return gives an application contact and rules, as below.

Contact person
On file
Phone
On file
Mailing address
On file
Form and materials
On file
Deadlines
None
Restrictions
None

Contact person, phone, mailing address and application materials on file. See them with a plan.

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Assets and giving by year

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

  • Tax year 2025

    $255,000

    Grants listed
    7
    Assets, end of year
    $1,875,912

  • Tax year 2024

    $233,950

    Grants listed
    10
    Assets, end of year
    $2,043,556

  • Tax year 2023

    $267,226

    Grants listed
    8
    Assets, end of year
    $2,127,112

  • Tax year 2022

    $141,700

    Grants listed
    9
    Assets, end of year
    $2,403,606

  • Tax year 2021

    $97,675

    Grants listed
    9
    Assets, end of year
    $2,503,868

  • Tax year 2020

    $239,700

    Grants listed
    11
    Assets, end of year
    $2,551,569

  • Tax year 2019

    $171,650

    Grants listed
    11
    Assets, end of year
    $2,711,893

  • Tax year 2018

    $181,250

    Grants listed
    12
    Assets, end of year
    $2,843,600

Grants paid in 2025

7 grants, largest first

As listed on the return.

  1. Naples Children and Education FoundationNaples, FL

    General operating support

    $156,500
  2. University of Dayton Davis Center for Protfolio ManagementDayton, OH

    General operating support

    $75,000
  3. Ohio Hospice FoundationDayton, OH

    General operating support

    $10,000
  4. Holy AngelsDayton, OH

    General operating support

    $5,000
  5. St Ann Catholic ChurchNaples, FL

    General operating support

    $5,000
  6. Folds of HonorDublin, OH

    General operating support

    $2,500
  7. Firecracker 5K at Deerfield IncLa Follette, TN

    General operating support

    $1,000

Where the money goes

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

  1. Philanthropy and grantmaking1 grant $156,50099% of the total
  2. Education1 grant $1,000<1% of the total

By State

Grants to organizations with a US address, latest year.

  1. Florida2 grants $161,500
  2. Ohio4 grants $92,500
  3. Tennessee1 grant $1,000

Officers, directors and trustees

1 person as filed

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

  • Richard P DavisTRUSTEE Hours 2Pay $0

The return

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