Funder DirectoryTHE RICHARD K DAVIS & THERESA A DAVIS FAMILY
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Private foundation (trust)EIN 326487439Est. 2020-02

THE RICHARD K DAVIS & THERESA A DAVIS FAMILY

MILWAUKEE, WI 532010634

Total Assets

$17.0M

FY 2024

Annual Giving

$735K

FY 2024

Grants Made

10

FY 2024

Avg Grant

$74K

FY 2024

Grant Range

$15K–$200K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$861K

Total Expenses

$841K

Qualifying Distributions

$743K

Distributable Amount

$805K

Min. Investment Return

$815K

Undistributed Income

$796K

Payout rate 92%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.92%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

10 grants

Grant sizes from minimum $15K through median $30K to maximum $200K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2022 to 2024. Peak $876K in 2023. Hover bars for details.

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

Top Recipients

33 grants

MAYO CLINIC
$600K
3 grants
MAKE-A-WISH FOUNDATION
$485K
2 grants
SCHOLARS OF FINANCE
$275K
3 grants
DENVER CHRISTIAN SCHOOLS
$240K
2 grants
MAKE- A- WISH FOUNDATION OF AMERICA
$210K
1 grant
DENVER CHRISTIAN SCHOOLS FOUNDATION INC
$100K
1 grant
COLORADO ACADEMY
$75K
3 grants
PARENT BOOSTER USA INC
$50K
1 grant

Grant Size Distribution

33 grants

<$10K
5
grants
$10–50K
16
grants
$50–250K
11
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

9 states

Minnesota
$890K
37% of total
Arizona
$790K
33% of total
Colorado
$445K
19% of total
California
$160K
7% of total
Florida
$28K
1% of total
Georgia
$25K
1% of total
Ohio
$20K
1% of total
Hawaii
$10K
0% of total
Washington
$6K
0% of total

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THE RICHARD K DAVIS & THERESA A DAVIS FAMILY — Grants, Financials & Contact | Grantivo