Private Foundation

CARLETON F AND RUTH T DAVIDSON TRUST

CARLETON F AND RUTH T DAVIDSON TRUST is a Private Foundation headquartered in SPRINGFIELD, OH. Financial data from the 2024 filing: $366K revenue, $495K expenses, $9.2M total assets. IRS filings disclose 125 grants awarded by this foundation, totaling roughly $2.3M.

EIN: 316328010 SPRINGFIELD, OH Latest filing: 2024

Total Revenue$366K

Total Expenses$495K

Total Assets$9.2M

Grants Given125

Grant Total$2.3M

Filing Years2019–2024

Sample Grants Given

COMMUNITY IMPROVEMENT CORPORATION

SPRINGFIELD, OH · 2024

FURTHER EXEMPT PURPOSE OF THE ORGANIZATION

$50,000

UNITED SENIOR SERVICES

SPRINGFIELD, OH · 2024

FURTHER EXEMPT PURPOSE OF THE ORGANIZATION

$25,000

THE WESTCOTT HOUSE

SPRINGFIED, OH · 2024

FURTHER EXEMPT PURPOSE OF THE ORGANIZATION

$25,000

SPRINGFIELD YOUTH MISSION

SPRINGFIELD, OH · 2024

FURTHER EXEMPT PURPOSE OF THE ORGANIZATION

$25,000

SPRINGFIELD PROMISE NEIGHBORHOOD

SPRINGFIED, OH · 2024

FURTHER EXEMPT PURPOSE OF THE ORGANIZATION

$20,000

Showing up to 5 of 125 total records — full history available with membership.

Officers & Directors

TRUSTEE Robert N Lancaster Jr

TRUSTEE Ronny E Shumaker

TRUSTEE Steven M Stuckey

Officer compensation and complete director data available with membership.

Top Grant Purposes

FURTHER EXEMPT PURPOSE OF THE ORGANIZATION

$2,328,350 124 grants

BUILDING FUND

$10,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$366K	$495K	$9.2M
2023	$402K	$544K	$8.8M
2022	$733K	$525K	$8.4M
2020	$427K	$476K	$8.1M
2019	$343K	$516K	$7.7M

Between 2019 and 2024, reported annual revenue grew from $343K to $366K (+7%), with total assets most recently reported at $9.2M.

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

Grant Geography

Grants from this foundation were reported to recipients in OH.

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

See the full picture for CARLETON F AND RUTH T DAVIDSON TRUST

Complete financials, all 125 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

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