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Davies Charitable Trust at a glance

· Private foundation

Davies Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$518k
Granted FY2025still arriving
3
Grants FY2025still arriving
1
States reached
$391k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Arts & Culture$1.5MPhilanthropy$570kHealth$461kEducation$212kHousing & Shelter$140kEnvironment$73kReligion$70kHuman Services$40kOther$0
02FY2025 · 3 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • $10k–50k1 grant · $47k
  • $50k–250k1 grant · $80k
  • $250k+1 grant · $391k
$80,000
Median grant
1
States reached
$3.0M
Total assets
Largest grants
RecipientAmount
SAN FRANCISCO SYMPHONY$390,900
CAMPHILL COMMUNITIES CALIFORNIA$80,000
CATE SCHOOL$47,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY18–19, $35k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%UNITY SHOPPE INC: $20k → 14%UNITY SHOPPE INC: $15k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

50%of every dollar goes to organizations it has funded before.
$1.8M · 12 repeat orgs$1.8M to everyone else

Grantees it renews have grown median revenue +46% since the first grant, against +36% for those funded once.

12 repeat relationships: 3 still active in FY2025, 9 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

12
21

Total granted

$1.8M
$1.8M

Median revenue growth · since first grant

+46%
+36%

Still filing today

100%
48%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
Arts & CultureHealthEducationHousing & ShelterEnvironmentHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • CC
    Camphill Communities California
    6× · 2019–2025 · $509k · revenue +82%
  • CATE SCHOOL
    7× · 2018–2025 · $222k · revenue +28%
  • MT
    MOXI THE WOLF MUSEUM OF EXPLORATION INNOVATION
    4× · 2020–2023 · $219k · revenue +128%

Funded once

  • TS
    THE SANTA FE OPERA
    one grant, 2024 · $1.0M · revenue +20%
  • TI
    THE IRELAND FUNDS AMERICA
    one grant, 2024 · $500k
  • CC
    CAMPHILL COMMUNITES OF CALIFORNIA
    one grant, 2018 · $70k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Uc Santa Barbara Foundation

The uc santa barbara foundation actively works to further the goals of the university of california, santa barbara. the foundation seeks to maintain and nurture the university's quality and distinction. on behalf of the campus, the…

Education
2
Opera Santa Barbara

See schedule 0founded in 1994, opera santa barbara is the signature provider of professional opera on the california central coast. we aspire to be a cultural leader in the santa barbara region, voicing and advancing our community's spirit…

Arts & Culture
3
Scholarship Foundation of Santa Barbara

The scholarship foundation of santa barbara inspires, encourages and supports santa barbara county students to and through college, graduate and vocational school by providing information, advising, and scholarships.

—
4
Santa Barbara Education Foundation

Santa Barbara Education Foundation (SBEF) provides and supports programs that enrich the academic, artistic, and personal development of all students in the Santa Barbara Unified School District.

Education
5
Santa Barbara Zoological Foundation

The santa barbara zoo is dedicated to the preservation, conservation, and enhancement of the natural world and its living treasures through education, research, recreation and conservation.

Animals
6
Santa Barbara Museum of Art

To integrate art into the lives of people, fostering imagination, stimulating thought, and creating personally rewarding experiences.

Arts & Culture
7
Santa Barbara Center for the Performing Arts Inc

To provide a vibrant performing arts center that generates and promotes excellence in the performing arts and enhances the quality of life in the region by offering outstanding and diverse entertainment, including events of cultural and…

Arts & Culture
8
The San Diego Foundation

The san diego foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.

Philanthropy
9
Community Foundation Santa Cruz County

To promote philanthropy to make santa cruz county a better place to live, now and in the future.we bring together people, ideas, and resources to inspire philanthropy and accomplish great things.

Philanthropy
10
The Foundation for Santa Barbara City College

The sbcc foundation fuels the excellence of santa barbara city college by engaging the community, building relationships, and inviting the generosity of donors. the resources raised and managed by the foundation enrich college programs,…

Education
11
California College of the Arts

California college of the arts educates students to shape culture and society through the practice and critical study of art, architecture, design, and writing. benefitting from its san francisco bay area location, the college prepares…

Education
12
Monterey Museum of Art

The monterey museum of art cultivates curiosity in the visual arts and engages community with the diversity of california art - past, present, and future.

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Santa Barbara Foundation; the most unlike its peers is The Yosemite Charitable Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

24 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 24 of the 35 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

2
Load-bearing (≥25% of a budget)
7
Early backer (in before they grew)
24/24
Grantees still filing
20/24
Grew since first funded

Where the money sits, by cause and then by grantee

THE SANTA FE OPERA: $1,000,000 · Arts & CultureTHE SANTA FE OPERASAN FRANCISCO SYMPHONY: $496,900 · Arts & CultureSAN FRANCISCO SYMPHONYARTISTS FOR CHANGE INC: $100,000 · Arts & CultureARTISTS FOR CHANGE INC+3 more: $75,000 · Arts & CultureTHE IRELAND FUNDS AMERICA: $500,000 · OtherTHE IRELAND FUNDS AMERICAMOXI THE WOLF MUSEUM OF EXPLORATION INNOVATION: $218,575 · OtherMOXI THE WOLF MUSEUM OF EXPLOR…CAMPHILL COMMUNITES OF CALIFORNIA: $70,000 · OtherCAMPHILL COMMUNITES OF CALIFOR…UNITY SHOPPE INC: $35,000 · Other+13 more: $170,900 · Other+13 moreCamphill Communities California: $508,800 · HealthCamphill Commun…+2 more: $10,000 · HealthCATE SCHOOL: $222,000 · EducationGEORGETOWN UNIVERSITY: $17,000 · EducationTHE BAY SCHOOL: $10,000 · EducationSANTA BARBARA RESCUE MISSION: $85,000 · Housing & ShelterTRANSITION HOUSE: $25,000 · Housing & ShelterSANTA BARBARA FOUNDATION: $60,000 · PhilanthropyTHE YOSEMITE CHARITABLE FOUNDATION: $10,000 · PhilanthropyTHE LAND TRUST FOR SANTA BARBARA COUNTY: $48,000 · EnvironmentSANTA BARBARA CHANNELKEEPER INC: $15,000 · Environment
Arts & Culture$1,671,900Other$994,475Health$518,800Education$249,000Housing & Shelter$110,000Philanthropy$70,000Environment$63,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE SANTA FE OPERA: $1,000,000 over 1y, 2.9% of budgetCamphill Communities California: $508,800 over 6y, 3.8% of budgetSAN FRANCISCO SYMPHONY: $496,900 over 5y, 0.0% of budgetCATE SCHOOL: $222,000 over 7y, 0.1% of budgetMOXI THE WOLF MUSEUM OF EXPLORATION INNOVATION: $218,575 over 4y, 3.4% of budgetARTISTS FOR CHANGE INC: $100,000 over 5y, 36% of budgetSANTA BARBARA RESCUE MISSION: $85,000 over 3y, 1.2% of budgetSANTA BARBARA FOUNDATION: $60,000 over 2y, 0.1% of budgetTHE LAND TRUST FOR SANTA BARBARA COUNTY: $48,000 over 2y, 0.7% of budgetLOBERO THEATRE FOUNDATION: $45,000 over 2y, 0.5% of budgetUNITY SHOPPE INC: $35,000 over 2y, 0.5% of budgetTRANSITION HOUSE: $25,000 over 1y, 0.6% of budgetTHE AMERICAN IRELAND FUND (DBA THE IRELAND FUNDS AMERICA/THE IRELAND FUNDS): $25,000 over 1y, 0.1% of budgetMUSEUM OF CONTEMPORARY ART SANTA BARBARA: $22,500 over 2y, 3.1% of budgetThe Cedars of Marin: $20,000 over 2y, 0.1% of budgetGEORGETOWN UNIVERSITY: $17,000 over 1y, 0.0% of budgetSANTA BARBARA CHANNELKEEPER INC: $15,000 over 1y, 1.6% of budgetTHE YOSEMITE CHARITABLE FOUNDATION: $10,000 over 1y, 55% of budgetTHE BAY SCHOOL: $10,000 over 1y, 0.2% of budgetENTERPRISE FOR YOUTH: $8,400 over 2y, 0.2% of budgetSANTA BARBARA INTERNATIONAL FILM FESTIVAL INC: $7,500 over 1y, 0.1% of budgetTHE DAWN REDWOODS CHARITABLE TRUST: $5,000 over 1y, 0.9% of budgetSONOMA VALLEY HOSPITAL FOUNDATION: $5,000 over 1y, 0.3% of budgetTHE PLUMPJACK FOUNDATION: $5,000 over 1y, 2.4% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Hutton Foundation Dba…Marin Community Found…Santa Barbara Foundat…Gs Donor Advised Phil…The San Francisco Fou…Emmett FoundationDancing Tides Foundat…The Kirby-Jones Found…Ann Jackson Family Fo…American Endowment Fo…Morgan Stanley Global…The Chicago Community…
Hutton Foundation Dba Hutton Parker FoundationCA19.8× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Hutton Foundation Dba Hutton Parker Foundation · Marin Community Foundation · Santa Barbara Foundation · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · The San Francisco Foundation · Emmett Foundation · Dancing Tides Foundation Inc · The Kirby-Jones Foundation · Ann Jackson Family Foundation · American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc · The Chicago Community Trust

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Davies Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Davies Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%4%15%34%60%funder's share of their income ↑0%4%8%11%15%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    7report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–15%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 35 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Davies’ filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home