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Rick and Sheree Davis Family Foundation at a glance

· Private foundation

Rick and Sheree Davis Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$152k
Granted FY2024still arriving
11
Grants FY2024still arriving
2
States reached
$100k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead

Read this first · the figures below need context

66% of Rick and Sheree Davis Family Foundation’s FY2024 grant dollars went to Schwab Charitable Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 5 organizations directly, so a portfolio cannot be read from it.

Organizations named directly on the return

4
’17
3
’18
4
’19
4
’20
4
’21
2
’22
2
’23
5
’24

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

01What it funds
0198% classified

What it funded, over time

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

Philanthropy$133kHuman Services$96kEducation$60kReligion$35kHealth$14kYouth Development$8kArts & Culture$5kRecreation & Sports$500Other$0
02FY2024 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k8 grants · $25k
  • $10k–50k2 grants · $27k
  • $50k–250k1 grant · $100k
$5,000
Median grant
2
States reached
$76k
Total assets
Largest grants
RecipientAmount
SCHWAB CHARITABLE FUND$99,552
SALVATION ARMY$17,000
BAYLOR SCOTT & WHITE DALLAS FOUNDATION$10,000
COUNCIL FOR LIFE$5,000
THE DAY SCHOOL$5,000
LEAP BSW DUC PINK$5,000
FIRST BAPTIST ACADEMY$5,000
CROSSHAIRS CHARITABLE FOUNDATION$2,500
Individual grant recipient$1,000
THE BRIDGE BREAST NETWORK$1,000
COMMUNITIES FOUNDATION OF NORTH TEXAS$520
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 (FY18–21, $9k) land where the poverty rate runs at 14%, against an area that typically sits at 8%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%HOSPICE IN THE PINES: $1k → 16%LIFESAVERS FOUNDATION: $5k → 14%LIFESAVERS FOUNDATION: $1k → 14%LIFESAVERS FOUNDATION: $1k → 14%LIFESAVERS FOUNDATION: $1k → 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.
04

Where the work is directed

The same grants placed two ways: where each recipient sits, and where its stated purpose sends the money.

About 29% of Rick and Sheree Davis Family Foundation’s grant dollars are earmarked for a different county than the recipient’s own address.

Rick and Sheree Davis Family Foundationlessmore of its giving
Placed by recipient address
How this is measured
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the funder’s own 990 grant descriptions.
03Its grantees
repeat funding

Who it funds again

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

76%of every dollar goes to organizations it has funded before.
$191k · 9 repeat orgs$61k to everyone else

9 repeat relationships: 5 still active in FY2024, 4 since wound down; 4 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

9
12

Total granted

$191k
$38k

Median revenue growth · since first grant

+15%
+43%

Still filing today

33%
33%

New vs renewed · share of each year

In FY2024, 56% of grant dollars renewed an existing relationship; $23k went to new ones.

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

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

’17’18’19’20’21’22’23’24
Human ServicesReligionHealthEducationPhilanthropyOther
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

  • SA
    SALVATION ARMY
    7× · 2018–2024 · $74k
  • FB
    FIRST BAPTIST ACADEMY
    7× · 2017–2024 · $39k
  • BS
    BAYLOR SCOTT & WHITE FOUNDATION
    5× · 2019–2023 · $31k

Funded once

  • BAYLOR UNIVERSITYgraduated
    one grant, 2019 · $10k · revenue +43%
  • FB
    FIRST BAPTIST CHURCH
    one grant, 2017 · $10k
  • MA
    MAKE A WISH NORTH TEXAS
    one grant, 2018 · $5k
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
North Texas Christian Foundation

National Christian Foundation North Texas (NCFNT) was created to facilitate smarter Christian giving with sophisticated charitable techniques.

Philanthropy
2
Baylor University Medical Center

Founded as a Christian ministry of healing, Baylor Scott & White Health (BSWH) promotes the well-being of all individuals, families and communities.

Health
3
Scott & White Healthcare Foundation

To foster and support the activities and purposes of Baylor Scott & White Health (BSWH), to encourage broad-based public support of the healthcare system and its affiliated institutions, and to advance the medical objectives, including…

Health
4
Baylor Scott & White Medical Centers - Greater North Texas

Founded as a Christian ministry of healing, Baylor Scott & White Health (BSWH) promotes the well-being of all individuals, families and communities.

Health
5
Baylor Scott & White Holdings

Founded as a Christian ministry of healing, Baylor Scott & White Health promotes the well-being of all individuals, families and communities.

Health
6
Baylor Regional Medical Center at Plano

Founded as a Christian ministry of healing, Baylor Scott & White Health (BSWH) promotes the well-being of all individuals, families and communities.

Health
7
Scott & White Hospital-College Station

Founded as a Christian ministry of healing, Baylor Scott & White Health (BSWH) promotes the well-being of all individuals, families and communities.

Health
8
Baylor All Saints Medical Center

Founded as a Christian ministry of healing, Baylor Scott & White Health (BSWH) promotes the well-being of all individuals, families and communities.

Health
9
Baylor Scott & White Medical Center - Centennial

Founded as a Christian ministry of healing, Baylor Scott & White Health (BSWH) promotes the well-being of all individuals, families and communities.

Health
10
Lake Pointe Operating Company Llc

Founded as a Christian ministry of healing, Baylor Scott & White Health (BSWH) promotes the well-being of all individuals, families and communities.

Health
11
Baylor Medical Center at Irving

Founded as a Christian ministry of healing, Baylor Scott & White Health (BSWH) promotes the well-being of all individuals, families and communities.

Health
12
Scott & White Hospital-Marble Falls

Founded as a Christian ministry of healing, Baylor Scott & White Health (BSWH) promotes the well-being of all individuals, families and communities.

Health
How this is measured
The grantee most central to the portfolio’s shape is Community Foundation of North Texas (Tax; the most unlike its peers is Baylor University. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
05the grantee network

11 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. 11 of the 27 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.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
11/11
Grantees still filing
7/11
Grew since first funded

Where the money sits, by cause and then by grantee

SALVATION ARMY: $74,123 · OtherSALVATION ARMYFIRST BAPTIST ACADEMY: $38,830 · OtherFIRST BAPTIST ACADEMYBAYLOR SCOTT & WHITE FOUNDATION: $30,860 · OtherBAYLOR SCOTT & WHITE FOUNDATIONCHURCH OF THE LIVING GOD: $22,500 · OtherCHURCH OF THE LIVING GODFIRST BAPTIST CHURCH: $10,000 · Other+11 more: $31,805 · Other+11 moreDONOR ADVISED CHARITABLE GIVING INC: $99,552 · PhilanthropyDONOR ADVISED CHARITABLE GIVING I…+2 more: $3,020 · PhilanthropyLIFESAVERS FOUNDATION: $8,299 · Human ServicesCOUNCIL FOR LIFE: $7,500 · Human ServicesHOSPICE IN THE PINES INC: $1,000 · Human ServicesBaylor Health Care System Foundation: $10,000 · HealthTHE BRIDGE BREAST NETWORK INC: $2,720 · HealthBAYLOR UNIVERSITY: $10,000 · EducationMOVEMENT DAY GREATER DALLAS DBA MOVEMENT DFW: $1,000 · ReligionCollege Golf Fellowship: $500 · Religion
Other$208,118Philanthropy$102,572Human Services$16,799Health$12,720Education$10,000Religion$1,500

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetDONOR ADVISED CHARITABLE GIVING INC: $99,552 over 1y, 0.0% of budgetBAYLOR UNIVERSITY: $10,000 over 1y, 0.0% of budgetBaylor Health Care System Foundation: $10,000 over 1y, 0.0% of budgetLIFESAVERS FOUNDATION: $8,299 over 4y, 0.8% of budgetCOUNCIL FOR LIFE: $7,500 over 2y, 0.2% of budgetTHE BRIDGE BREAST NETWORK INC: $2,720 over 3y, 0.2% of budgetCROSSHAIRS CHARITABLE FOUNDATION INC: $2,500 over 1y, 0.8% of budgetHOSPICE IN THE PINES INC: $1,000 over 1y, 0.0% of budgetCOMMUNITY FOUNDATION OF NORTH TEXAS (TAX: $520 over 1y, 0.0% of budgetCollege Golf Fellowship: $500 over 1y, 0.0% 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.

  • Who funds DONOR ADVISED CHARITABLE GIVING INC ↗
  • Who funds BAYLOR UNIVERSITY ↗
  • Who funds Baylor Health Care System Foundation ↗
  • Who funds LIFESAVERS FOUNDATION ↗
  • Who funds COUNCIL FOR LIFE ↗
  • Who funds THE BRIDGE BREAST NETWORK INC ↗
  • Who funds CROSSHAIRS CHARITABLE FOUNDATION INC ↗
  • Who funds MOVEMENT DAY GREATER DALLAS DBA MOVEMENT DFW ↗
  • Who funds HOSPICE IN THE PINES INC ↗
  • Who funds COMMUNITY FOUNDATION OF NORTH TEXAS (TAX ↗
  • Who funds College Golf Fellowship ↗

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.

Communities Foundatio…American Endowment Fo…Raymond James Charita…National Philanthropi…Natl Christian Charit…Vanguard Charitable E…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Communities Foundation of Texas IncTX18.1× affinity7 shared granteesties to 8 of 8Hover any node to trace its alignments.Compare side by side →

Open a dossier: Communities Foundation of Texas Inc · American Endowment Foundation · Raymond James Charitable Endowment Fund · National Philanthropic Trust · Natl Christian Charitable Fdn Inc · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

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 Rick and Sheree Davis Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Rick and Sheree Davis Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%6%13%19%25%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    0rely on government for over half their income
    ⤢ axis zoomed · 0–25%
    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.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Rick and Sheree Davis Family Foundation?

    Find your warmest path to Rick and Sheree Davis Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    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 27 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 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Rick and Sheree Davis Family’s 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