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Montana · Private foundation

Davis Family Foundation

Its FY2020 filing reports that it accepted unsolicited grant applications.

$12k
Granted FY2019
7
Grants FY2019
7
Organizations funded FY2019
14%
First-time grantees FY2019
Read the full brief

Read this first · the figures below need context

99% of Davis Family Foundation’s FY2020 grant dollars went to Vanguard Charitable Endowment Program, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2020 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2019, the last year Davis Family Foundation named its own grantees at scale: 5 organizations, $12k. It is dated, not current.

Organizations named directly on the return

12
’17
6
’18
5
’19
0
’20

Amber years are those where most dollars went to a sponsor.

Median grant, FY2019
$1,000
Largest grant, FY2019
$5,000
Organizations funded a year
6 to 14
FY2017 to FY2019
States reached, FY2019
2
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2019, 14% of the organizations Davis Family Foundation funded were first-time grantees, receiving 4% of its grant dollars.

New vs renewed · share of each year

In FY2019, 96% of grant dollars renewed an existing relationship; $500 went to new ones.

50%100%’18’19
RenewedFirst-time
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20197$12k14%
FY20186$22k0%
FY201714$23kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2020.

Philanthropy$95kEducation$18kEnvironment$17kHuman Services$14kYouth Development$3kHealth$2kAnimals$1kReligion$500Other$0

Top grantees

Largest recipients by total granted, FY2017 to FY2020, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Breakthrough$15,00030%
Haven$11,50021%
Gallatin Valley Land Trust$7,00030%
Earthjustice$5,00020%
Eagle Mount$3,00030%
Warriors & Quiet Waters Foundation Inc$2,50010%
Thrive Inc$2,50020%
The Wilderness Society$2,50010%
Greater Yellowstone Coalition$2,00020%
Cancer Support Community of Montana$1,50020%
Show all 12 grantees
All grantees of Davis Family Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Breakthrough$15,00030%
Haven$11,50021%
Gallatin Valley Land Trust$7,00030%
Earthjustice$5,00020%
Eagle Mount$3,00030%
Warriors & Quiet Waters Foundation Inc$2,50010%
Thrive Inc$2,50020%
The Wilderness Society$2,50010%
Greater Yellowstone Coalition$2,00020%
Cancer Support Community of Montana$1,50020%
Heart of the Valley Inc$1,00010%
Gallatin County Love Inc$50010%

Plus 4 recipients with no EIN on record ($4k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Davis Family Foundation supplied at peak.

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetBreakthrough: $15,000 over 3y, 0.1% of budgetHaven: $11,500 over 2y, 0.9% of budgetGallatin Valley Land Trust: $7,000 over 3y, 0.2% of budgetEarthjustice: $5,000 over 2y, 0.0% of budgetEagle Mount: $3,000 over 3y, 0.1% of budgetWarriors & Quiet Waters Foundation Inc: $2,500 over 1y, 0.1% of budgetThrive Inc: $2,500 over 2y, 0.1% of budgetThe Wilderness Society: $2,500 over 1y, 0.0% of budgetGreater Yellowstone Coalition: $2,000 over 2y, 0.0% of budgetCancer Support Community of Montana: $1,500 over 2y, 0.2% of budgetHeart of the Valley Inc: $1,000 over 1y, 0.1% of budgetGallatin County Love Inc: $500 over 1y, 0.1% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 12.

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.

Gilhousen Family FoundationMT17.9× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Gilhousen Family Foundation · First Interstate BancSystem Foundation Inc · Bozeman Deaconess Health Services · One Valley Community Foundation · The Susan Kay Pederson Foundation · First Security Bank Foundation · Morgan Family Foundation Inc · Yellowstone Club Community Foundation · Town Pump Charitable Foundation · Dennis & Phyllis Washington Foundation · Otto Bremer Trust · Vanguard Charitable Endowment Program

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.

Compare Davis Family Foundation with peer funders

About Davis Family Foundation

How much does Davis Family Foundation give?
Davis Family Foundation reported 7 grants totaling $12,000 in its FY2019 IRS filing. It funded between 6 and 14 organizations a year over FY2017 to FY2019.
What does Davis Family Foundation fund?
By grant dollars over FY2017 to FY2020, its largest causes are Philanthropy (63%), Education (12%), Environment (11%).
Who are Davis Family Foundation's largest grantees?
By total granted over FY2017 to FY2020: Breakthrough ($15k), Haven ($12k), Gallatin Valley Land Trust ($7k).
Does Davis Family Foundation fund new organizations?
In FY2019, 14% of the organizations it funded were first-time grantees.
Does Davis Family Foundation accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Davis Family Foundation?
Its strongest co-funders, measured against what their size predicts, include Gilhousen Family Foundation, First Interstate BancSystem Foundation Inc, Bozeman Deaconess Health Services.
Where is Davis Family Foundation based?
Davis Family Foundation is based in MT.

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 18 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 2019, released 2019. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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