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 2024 filing: $637K revenue, $529K expenses, $3.2M total assets. IRS filings disclose 33 grants awarded by this foundation, totaling roughly $1.8M.

EIN: 911800878 SAN FRANCISCO, CA Latest filing: 2024

Total Revenue$637K

Total Expenses$529K

Total Assets$3.2M

Grants Given33

Grant Total$1.8M

Filing Years2020–2024

Sample Grants Given

UNIVERSITY OF NEBRASKA FOUNDATION

LINCOLN, NE · 2024

SCHOLARSHIPS

$400,000

ST IGNATIUS PARISH

SAN FRANCISCO, CA · 2024

CHARITABLE GRANT

$50,000

ST IGNATIUS COLLEGE

SAN FRANCISCO, CA · 2024

CHARITABLE GRANT

$22,500

UNIVERSITY OF WASHINGTON

SEATTLE, WA · 2024

CHARITABLE GRANT

$20,000

BOSTON COLLEGE

CHESTNUT HILL, MA · 2024

SCHOLARSHIPS

$10,000

Showing up to 5 of 33 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

$1,240,000 6 grants

CHARITABLE GRANT

$507,700 25 grants

SCHOLARSHIP

$25,000 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$637K	$529K	$3.2M
2023	$220K	$561K	$3.0M
2022	$531K	$314K	$3.4M
2021	$1.3M	$324K	$3.2M
2020	$22K	$133K	$2.2M

Between 2020 and 2024, reported annual revenue grew from $22K to $637K (+2740%), with total assets most recently reported at $3.2M.

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.

See the full picture for TL DAVIS FAMILY CHARITABLE TRUST C/O REALIZE CPA LLP

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