Hale Davis Trust
EIN 756006728Total Given 2021–2025
$995K
5 grants · $199K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$189K
typical big bets · $169K–$216K
grant size
100%
deep partner · 1/1 multi-year
repeat
$4.5M
Assets (2025)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 866-3275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $3.9M | $230K | N/A |
| 2021 | $266K | $4.6M | $284K | 1 |
| 2022 | $216K | $3.9M | $742K | 1 |
| 2023 | $155K | $3.9M | $-58K | 1 |
| 2024 | $169K | $4.3M | $118K | 1 |
| 2025 | $189K | $4.5M | $332K | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$155K
25th Pctl
$169K
Median
$189K
Average
$199K
75th Pctl
$216K
Maximum
$266K
Geographic Distribution
Officers & Directors
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America
Trustee
BA
Bank of America N a
Trustee
BA
Bank of America N a
Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| Texas Scottish Rite Hospital | Dallas, TX | $265,687 | UNRESTRICTED GENERAL | 2021 |
| Texas Scottish Rite Hospital | Dallas, TX | $215,644 | UNRESTRICTED GENERAL | 2022 |
| Texas Scottish Rite Hospital | Dallas, TX | $188,872 | UNRESTRICTED GENERAL | 2025 |
| Texas Scottish Rite Hospital | Dallas, TX | $168,943 | UNRESTRICTED GENERAL | 2024 |
| Texas Scottish Rite Hospital | Dallas, TX | $155,373 | UNRESTRICTED GENERAL | 2023 |