Funder DirectoryB DADE & HELEN M DAVIS MEMORIAL TRUST
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Private foundation (trust)EIN 956474093Est. 1990-01

B DADE & HELEN M DAVIS MEMORIAL TRUST

CHICAGO, IL 60680

Total Assets

$574K

FY 2024

Annual Giving

$20K

FY 2024

Grants Made

1

FY 2024

Avg Grant

$20K

FY 2024

Grant Range

$20K–$20K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$32K

Total Expenses

$28K

Qualifying Distributions

$25K

Distributable Amount

$27K

Min. Investment Return

$27K

Undistributed Income

$20K

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

3 years

Giving over time from 2020 to 2024. Peak $23K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

3 grants

CALIFORNIA COMMUNITY
$44K
2 grants
CALIFORNIA COMMUNITY FOUNDATION
$20K
1 grant

Grant Size Distribution

3 grants

<$10K
$10–50K
3
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

California
$64K
100% of total

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B DADE & HELEN M DAVIS MEMORIAL TRUST — Grants, Financials & Contact | Grantivo