Funder DirectorySHEILA LEE DAVIES CHARITABLE TRUST
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Private foundation (trust)EIN 464346156Est. 2014-08

SHEILA LEE DAVIES CHARITABLE TRUST

ATLANTA, GA 303071221

Total Assets

$6.2M

FY 2023

Annual Giving

$130K

FY 2023

Grants Made

3

FY 2023

Avg Grant

$43K

FY 2023

Grant Range

$20K–$75K

Typical

Deadlines

Applications

Programs & Activities

Program 1

$75K

57.7% of charitable contributions consisted of donations to atlanta symphony orchestra

Program 2

$35K

26.9% of charitable contributions consisted of donations to mayo clinic

Program 3

$20K

15.4% of charitable contributions consisted of donations to sibley memorial hospital foundation

Focus Areas

Z99

Financial Snapshot

2023 filing

Total Revenue

$1.1M

Total Expenses

$131K

Qualifying Distributions

$131K

Distributable Amount

$248K

Min. Investment Return

$249K

Undistributed Income

$244K

Payout rate 53%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.53%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $150K in 2022. Hover bars for details.

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

Top Recipients

23 grants

ATLANTA SYMPHONY ORCHESTRA
$125K
2 grants
MAYO CLINIC
$110K
4 grants
SIBLEY MEMORIAL HOSPITAL FOUNDATION
$80K
4 grants
EMORY UNIVERSITY
$50K
1 grant
MD ANDERSON CANCER CENTER
$20K
2 grants
PHYSICIANS COMMITTEE FOR RESP MEDIC
$20K
2 grants
FEEDING AMERICA
$10K
1 grant
CITY OF HOPE
$10K
2 grants

Grant Size Distribution

23 grants

<$10K
12
grants
$10–50K
10
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

Georgia
$175K
40% of total
Minnesota
$110K
25% of total
District of Columbia
$105K
24% of total
Texas
$20K
5% of total
Illinois
$10K
2% of total
California
$10K
2% of total
Maryland
$5K
1% of total
Louisiana
$1K
0% of total

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