Private Foundation · CA
Davies Charitable Trust
San Bruno, CA · EIN 237417287 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$2.9M
Total Giving
$539K
Grants on File
16
Average Grant
$34K
Giving Radius
Where Davies Charitable Trust Has Given
Section I
How to Apply
No application guidelines on file — check the foundation's website directly.
On Unsolicited Proposals no
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Santa Barbara, CA | $25K | 2022 |
| Santa Barbara, CA | $50K | 2022 |
| Santa Barbara, CA | $25K | 2022 |
| Santa Barbara, CA | $49K | 2022 |
| Carpinteria, CA | $25K | 2022 |
| Santa Barbara, CA | $20K | 2022 |
| Soquiel, CA | $80K | 2022 |
| Los Angeles, CA | $25K | 2022 |
| Santa Barbara, CA | $10K | 2023 |
| Santa Barbara, CA | $15K | 2023 |
| San Francisco, CA | $10K | 2023 |
| Santa Barbara, CA | $40K | 2023 |
| Santa Barbara, CA | $20K | 2023 |
| Soquiel, CA | $100K | 2023 |
| Carpinteria, CA | $25K | 2023 |
| Los Angeles, CA | $20K | 2023 |
16 grants total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $4.2M | $279K | $893K | $303K |
| 2022 | $3.6M | $316K | $106K | $348K |
| 2021 | $3.8M | $305K | $188K | $217K |
| 2020 | $3.9M | $269K | $382K | $312K |
| 2019 | $3.8M | $268K | $71K | $321K |
| 2015 | $4.1M | $243K | $388K | $300K |
| 2014 | $4.0M | $240K | $426K | $299K |
| 2013 | $3.8M | $215K | $248K | $257K |
| 2012 | $3.8M | $213K | $211K | $235K |
| 2011 | $3.9M | $213K | $263K | $268K |