Davies Charitable Trust
EIN 237417287Total Given 2016–2024
$3.2M
76 grants · $353K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$20K
typical small grants · $10K–$25K
grant size
22%
balanced · 11/51 multi-year
repeat
$5.9M
Assets (2024)
51
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(949) 216-2200
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $287K | $4.9M | $248K | 20 |
| 2017 | $132K | $5.2M | $252K | 11 |
| 2018 | $233K | $5.5M | $283K | 11 |
| 2020 | $261K | $6.6M | $382K | 8 |
| 2021 | $166K | $6.7M | $188K | 5 |
| 2022 | $299K | $5.3M | $106K | 8 |
| 2023 | $250K | $6.0M | $893K | 9 |
| 2024 | $1.5M | $5.9M | $330K | 4 |
Grant Size Distribution
Based on 76 grants on record
Minimum
$1K
25th Pctl
$10K
Median
$20K
Average
$42K
75th Pctl
$25K
Maximum
$1.0M
Geographic Distribution
Officers & Directors
RT
Ralph Davies Lewis Co Whittier Trus
5 yrs
Trustee
LT
Lucy Lewis Dreyer Co Whittier Trust
5 yrs
Trustee
WC
Whittier Trust Company
8+ yrs
Trustee
WC
Whittier Trust Company
8+ yrs
Trustee
RT
Ralph Davies Lewis Co Whittier Trus
5 yrs
Trustee
LT
Lucy Lewis Dreyer Co Whittier Trust
5 yrs
Trustee
WC
Whittier Trust Company
8+ yrs
Trustee
LT
Lucy Lewis Dreyer Co Whittier Trust
5 yrs
Trustee
RT
Ralph Davies Lewis Co Whittier Trus
5 yrs
Trustee
RT
Ralph Davies Lewis Co Whittier Trus
5 yrs
Trustee
LT
Lucy Lewis Dreyer Co Whittier Trust
5 yrs
Trustee
WC
Whittier Trust Company
8+ yrs
Trustee
WC
Whittier Trust Company
8+ yrs
Trustee
LT
Lucy Lewis Dreyer Co Whittier Trust
5 yrs
Trustee
RT
Ralph Davies Lewis Co Whittier Trus
5 yrs
Trustee
WC
Whittier Trust Company
8+ yrs
Trustee
ML
Maryon Davies Lewis
3 yrs
Trustee
LD
Lucy Lewis Dreyer
3 yrs
Trustee
ML
Maryon Davies Lewis
3 yrs
Trustee
LD
Lucy Lewis Dreyer
3 yrs
Trustee
WC
Whittier Trust Company
8+ yrs
Trustee
ML
Maryon Davies Lewis
3 yrs
Trustee
LD
Lucy Lewis Dreyer
3 yrs
Trustee
WC
Whittier Trust Company
8+ yrs
Trustee
Grants Awarded (76 total)
| Purpose | ||||
|---|---|---|---|---|
| Santa Fe Opera | Santa Fe, NM | $1,000,000 | GENERAL PURPOSE | 2024 |
| The Ireland Funds America | Los Altos, CA | $500,000 | GENERAL PURPOSE | 2024 |
| Camphill Communities California | Soquiel, CA | $100,000 | GENERAL PURPOSE | 2023 |
| Camphill Communities California | Soquiel, CA | $80,000 | GENERAL PURPOSE | 2020 |
| Camphill Communities California | Soquiel, CA | $80,000 | GENERAL PURPOSE | 2021 |
| Camphill Communities California | Soquiel, CA | $80,000 | GENERAL PURPOSE | 2022 |
| Camphill Communites of California | Boston, MA | $70,000 | GENERAL PURPOSE | 2018 |
| Children'S Museum of Santa Barbara | Santa Barbara, CA | $69,000 | GENERAL PURPOSE | 2020 |
| San Francisco Symphony | San Francisco, CA | $57,000 | GENERAL PURPOSE | 2016 |
| Santa Barbara Rescue Mission | Santa Barbara, CA | $50,000 | GENERAL PURPOSE | 2022 |
| Children'S Museum of Santa Barbara | Santa Barbara, CA | $48,575 | GENERAL PURPOSE | 2022 |
| Children'S Museum of Santa Barbara | Santa Barbara, CA | $40,000 | GENERAL PURPOSE | 2023 |
| Santa Fe Opera | Santa Fe, CA | $35,000 | GENERAL PURPOSE | 2016 |
| Santa Barbara Foundation | Santa Barbara, CA | $33,000 | GENERAL PURPOSE | 2020 |
| San Francisco Symphony | San Francisco, CA | $32,000 | GENERAL PURPOSE | 2018 |
| Cate School | Carpenteria, CA | $30,000 | GENERAL PURPOSE | 2020 |
| Land Trust for Santa Barbara County | Santa Barbara, CA | $28,000 | GENERAL PURPOSE | 2018 |
| Artists for Change Inc | Los Angeles, CA | $25,000 | GENERAL PURPOSE | 2021 |
| Children'S Museum of Santa Barbara | Santa Barbara, CA | $25,000 | GENERAL PURPOSE | 2021 |
| Artists for Change Inc | Los Angeles, CA | $25,000 | GENERAL PURPOSE | 2022 |
| Cate School | Carpinteria, CA | $25,000 | GENERAL PURPOSE | 2022 |
| Lobero Theatre Foundation | Santa Barbara, CA | $25,000 | GENERAL PURPOSE | 2022 |
| Transition House | Santa Barbara, CA | $25,000 | GENERAL PURPOSE | 2022 |
| Cate School | Carpinteria, CA | $25,000 | GENERAL PURPOSE | 2023 |
| Cate School | Carpinteria, CA | $25,000 | GENERAL PURPOSE | 2024 |