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Nonprofit · EIN 05-6149205

DAVIS FAM CHARITABLE FNDN

Also known as JONATHAN G DAVIS ET AL TTEE

Tax-exempt · BOSTON, MA 02110

Financials

$5M$3.6M2023$5.1M$3.3M2024
Revenue Expenses · by fiscal year end
Financials of DAVIS FAM CHARITABLE FNDN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$5,075,681$3,290,050$1,785,631$37,363,067$0$37,363,067
December 31, 2023990-PF$4,995,647$3,603,877$1,391,770$35,577,436$0$35,577,436
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,428,154
Dividends
$556,618
Interest
$136,948
Net gain from sales of assets
$1,113,888
Other income
$1,840,073

Expenses

Grants and similar amounts paid
$2,240,106
Compensation of officers, directors and key employees
$88,964
Salaries, compensation and benefits (total)
$126,252
Disbursements for charitable purposes
$2,643,002
Excise tax on investment income
$61,633

Balance sheet and other

Total assets, start of year
$35,577,436
Total assets, end of year
$37,363,067
Total liabilities, end of year
$0
Net assets, end of year
$37,363,067
Fair market value of assets
$54,343,476
Qualifying distributions
$2,643,002
Net investment income
$4,871,746

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
NICOLE KELLEY
81 NEWBURY STREET 2, BOSTON, MA 02116
BUSINESS MANAGER
Highest-paid employee
40$126,252$17,549
MOLLY DAVIS MACLEOD
81 NEWBURY STREET 2, BOSTON, MA 02116
TRUSTEE/EXECUTIVE DIRECTOR40$88,964$28,337
JONATHAN G DAVIS
125 HIGH STREET SUITE 2111, BOSTON, MA 02110
TRUSTEE1$0$0
MARGOT T DAVIS
125 HIGH STREET SUITE 2111, BOSTON, MA 02110
TRUSTEE0.5$0$0
STEPHEN T DAVIS
125 HIGH STREET SUITE 2111, BOSTON, MA 02110
TRUSTEE0.5$0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensationOther / benefits
NICOLE KELLEY
81 NEWBURY STREET 2, BOSTON, MA 02116
BUSINESS MANAGER
Highest-paid employee
40$115,209$11,656
MOLLY DAVIS MACLEOD
81 NEWBURY STREET 2, BOSTON, MA 02116
TRUSTEE/EXECUTIVE DIRECTOR40$112,272$26,933
JONATHAN G DAVIS
125 HIGH STREET SUITE 2111, BOSTON, MA 02110
TRUSTEE1$0$0
MARGOT T DAVIS
125 HIGH STREET SUITE 2111, BOSTON, MA 02110
TRUSTEE0.5$0$0
STEPHEN T DAVIS
125 HIGH STREET SUITE 2111, BOSTON, MA 02110
TRUSTEE0.5$0$0

Address and contacts

Address (IRS master file)
125 HIGH STREET 21ST FLO, BOSTON, MA 02110-2704
In care of
% JONATHAN G DAVIS & MARGOT T DAVIS
Signed the 990-PF
JONATHAN DAVIS, TRUSTEE
Phone
(617) 451-1300
Return prepared by
DAVIES & MONAHAN PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
05-6149205
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$37,363,067
Income (IRS master file)
$8,315,606

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$5,075,681$3,290,050$37,363,067XML
990-TDecember 2024–––IRS
990-PFDecember 2023$4,995,647$3,603,877$35,577,436XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 05-6149205).

Questions about DAVIS FAM CHARITABLE FNDN

What is the EIN of DAVIS FAM CHARITABLE FNDN?
The employer identification number (EIN) of DAVIS FAM CHARITABLE FNDN is 05-6149205.
Is DAVIS FAM CHARITABLE FNDN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to DAVIS FAM CHARITABLE FNDN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVIS FAM CHARITABLE FNDN file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVIS FAM CHARITABLE FNDN due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DAVIS FAM CHARITABLE FNDN last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of DAVIS FAM CHARITABLE FNDN?
The 990-PF for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $126,252 (NICOLE KELLEY, BUSINESS MANAGER).
How much revenue does DAVIS FAM CHARITABLE FNDN have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,075,681, expenses of $3,290,050 and total assets of $37,363,067 at year end.

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