Private Foundation

DAVIES CHARITABLE TRUST C/O R M GONNELLA

DAVIES CHARITABLE TRUST C/O R M GONNELLA is a Private Foundation headquartered in SAN BRUNO, CA. Financial data from the 2024 filing: $330K revenue, $1.6M expenses, $2.9M total assets. IRS filings disclose 68 grants awarded by this foundation, totaling roughly $3.2M.

EIN: 237417287 SAN BRUNO, CA Latest filing: 2024

Total Revenue$330K

Total Expenses$1.6M

Total Assets$2.9M

Grants Given68

Grant Total$3.2M

Filing Years2020–2024

Sample Grants Given

SANTA FE OPERA

SANTA FE, NM · 2023

GENERAL PURPOSE

$1,000,000

THE IRELAND FUNDS AMERICA

LOS ALTOS, CA · 2023

GENERAL PURPOSE

$500,000

CATE SCHOOL

CARPINTERIA, CA · 2023

GENERAL PURPOSE

$25,000

ARTISTS FOR CHANGE INC

LOS ANGELES, CA · 2023

GENERAL PURPOSE

$20,000

CAMPHILL COMMUNITIES CALIFORNIA

SOQUIEL, CA · 2022

GENERAL PURPOSE

$100,000

Showing up to 5 of 68 total records — full history available with membership.

Officers & Directors

TRUSTEE Lucy Lewis Dreyer Co Whittier Trust

TRUSTEE Ralph Davies Lewis Co Whittier Trus

TRUSTEE Whittier Trust Company

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL PURPOSE

$3,159,275 68 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$330K	$1.6M	$2.9M
2023	$893K	$303K	$4.2M
2022	$106K	$348K	$3.6M
2021	$188K	$217K	$3.8M
2020	$382K	$312K	$3.9M

Between 2020 and 2024, reported annual revenue declined from $382K to $330K (-13%), with total assets most recently reported at $2.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, DC, MA, MO, NM, VA.

CADCMAMONMVA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for DAVIES CHARITABLE TRUST C/O R M GONNELLA

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports