The Katharine Davis Foundation
Nonprofit profile at a glance
- EIN
- 994405709
- IRS 990-PF coverage
- 2024–2025
- Forms available
- Form 990-PF 2025
- Location
- Ashville, AL, USA
- Phone
- 2055055453
- Rating
- 72
- Verdict
- SUPPORTED
- Rating confidence
- Standard
- Sector
- Private Grantmaking Foundations
Reported finances
- Revenue
- $56,888
- Expenses
- $199,592
Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.
Overview
Mission
Private Grantmaking Foundations
What it reported funding in 2025
The foundation reported 3 grants totaling $90,000. The stated grant purposes included grant for military & family zoo entrance fees, advocate, educate and bond with all military women veterans with special emphasis on women who are, and grant for staff attorney to help obtain iolta.
Operating model
- Revenue model
- Investment-supported. 93% of the foundation's positive operating resources came from recurring investment income.
- Distribution model
- Grant intermediary. The foundation distributed 74% of its reported charitable disbursements as grants.
- Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.
The verdict
SUPPORTED - The filed numbers largely add up and the filing identifies who received its grants. A relatively small share of available resources goes to charitable grants and a relatively small share of spending goes to grants.
Rating breakdown
- Grant Deployment: 45
- Cost Efficiency: 45
- Transparency: 100
- Compliance: 100
- Endowment Health: 92
Detailed rating inputs
Grant Deployment
- Grant deployment ratio: 44.8%; rating input score 45; 5th percentile among comparable filings
Cost Efficiency
- Grant expense ratio: 45.1%; rating input score 45; 10th percentile among comparable filings
Transparency
- Grant recipient disclosure: Yes; rating input score 100
Compliance
- Part VII-B activity disclosures: 19 of 19 controls in place; rating input score 100
- Property sale or exchange with a disqualified person: Pass
- Borrowing from or lending to a disqualified person: Pass
- Goods, services, or facilities involving a disqualified person: Pass
- Compensation paid to a disqualified person: Pass
- Assets transferred to a disqualified person: Pass
- Payment to a government official: Pass
- Uncorrected prior self-dealing: Pass
- Prior-year undistributed income: Pass
- Excess business holdings: Pass
- Investments that may jeopardize charitable purposes: Pass
- Uncorrected prior-year jeopardizing investments: Pass
- Attempt to influence legislation: Pass
- Attempt to influence an election: Pass
- Grants to individuals: Pass
- Grants to organizations: Pass
- Spending for a noncharitable purpose: Pass
- Funds received for a personal-benefit contract: Pass
- Premiums paid on a personal-benefit contract: Pass
- Prohibited tax-shelter transaction: Pass
- Filing consistency checks: 9; rating input score 100
Endowment Health
- Endowment-health comparison: 37.84; rating input score 92; 92nd percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Grants: 100% of grant recipient detail disclosed
- Payout: 44.8% grant deployment rate
- Trustees: Filed trustees detail
- Self-dealing: 100% of reviewed questions answered “No”
- Investments: 92th percentile for endowment coverage
- Consistency: 9 of 9 current checks pass
- Schedules: 1 filed schedules
- Filing history: 2 filing years from 2024 to 2025
- Contacts: How to reach this organization
- Money network: 6 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Grant Deployment: Grant deployment ratio scored 45/100.
- Moderate — Cost Efficiency: Grant expense ratio scored 45/100.