Private Foundation

TL DAVIS FAMILY CHARITABLE TRUST C/O REALIZE CPA LLP

TL DAVIS FAMILY CHARITABLE TRUST C/O REALIZE CPA LLP is a Private Foundation headquartered in SAN FRANCISCO, CA. Financial data from the 2025 filing: $1.1M revenue, $502K expenses, $3.7M total assets. IRS filings disclose 40 grants awarded by this foundation, totaling roughly $2.3M.

EIN: 911800878 SAN FRANCISCO, CA Named Trusts N.E.C. NTEE: T90 Latest filing: 2025
Total Revenue$1.1M
Total Expenses$502K
Total Assets$3.7M
Grants Given40
Grant Total$2.3M
Filing Years2021–2025

Sample Grants Given

UNIVERSITY OF NEBRASKA FOUNDATION
LINCOLN, NE · 2025
SCHOLARSHIPS
$400,000
ST IGNATIUS COLLEGE
SAN FRANCISCO, CA · 2025
CHARITABLE GRANT
$37,000
CHARLES ARMSTRONG SCHOOL
BELMONT, CA · 2025
CHARITABLE GRANT
$25,200
BOSTON COLLEGE
CHESTNUT HILL, MA · 2025
SCHOLARSHIPS
$10,000
CORPORATION OF THE FINE ARTS MUSEUMS OF SAN FRANCISCO
SAN FRANCISCO, CA · 2025
CHARITABLE GRANT
$5,000

Showing up to 5 of 40 total records — full history available with membership.

Officers & Directors

TRUSTEE Shannon Davis Co Realize
TRUSTEE Thatcher Davis Co Realize

Officer compensation and complete director data available with membership.

Top Grant Purposes

SCHOLARSHIPS
$1,650,000 8 grants
CHARITABLE GRANT
$580,900 30 grants
SCHOLARSHIP
$25,000 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $1.1M $502K $3.7M
2024 $637K $529K $3.2M
2023 $220K $561K $3.0M
2022 $531K $314K $3.4M
2021 $1.3M $324K $3.2M

Between 2021 and 2025, reported annual revenue declined from $1.3M to $1.1M (-17%), with total assets most recently reported at $3.7M.

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

Grant Geography

Grants from this foundation were reported to recipients in CA, MA, NE, NY, WA.

CAMANENYWA

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

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