Nonprofit · EIN 13-3437924
CHUCK AND MARNA DAVIS FOUNDATION
Tax-exempt · KEY LARGO, FL 33037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $69,056,506 | $772,313 | $68,284,193 | $148,566,327 | $0 | $148,566,327 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $65,203,000
- Dividends
- $3,387,124
- Interest
- $644,496
- Net gain from sales of assets
- -$181,066
- Other income
- $2,952
Expenses
- Grants and similar amounts paid
- $632,696
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $639,413
- Excise tax on investment income
- $54,216
Balance sheet and other
- Total assets, start of year
- $82,107,164
- Total assets, end of year
- $148,566,327
- Total liabilities, end of year
- $0
- Net assets, end of year
- $148,566,327
- Fair market value of assets
- $158,150,125
- Qualifying distributions
- $639,413
- Net investment income
- $4,033,318
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES A DAVIS 5 Osprey Lane, Key Largo, FL 33037 | TRUSTEE | 3 | $0 |
| MARNA DAVIS 5 Osprey Lane, Key Largo, FL 33037 | TRUSTEE | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 5 OSPREY LN, KEY LARGO, FL 33037-5303
- In care of
- % SHADE TREE ADVISORS LLC
- Signed the 990-PF
- Charles Davis, Trustee
- Phone
- (518) 290-9460
- Return prepared by
- SHADE TREE ADVISORS LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | No data |
IRS record
- EIN
- 13-3437924
- 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
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $148,566,327
- Income (IRS master file)
- $69,237,572
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | April 2024 | – | – | – | IRS |
| 990-PF | April 2023 | $45,575,186 | $1,738,031 | $42,205,915 | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about CHUCK AND MARNA DAVIS FOUNDATION
- What is the EIN of CHUCK AND MARNA DAVIS FOUNDATION?
- The employer identification number (EIN) of CHUCK AND MARNA DAVIS FOUNDATION is 13-3437924.
- Is CHUCK AND MARNA DAVIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to CHUCK AND MARNA DAVIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHUCK AND MARNA DAVIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHUCK AND MARNA DAVIS FOUNDATION 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 CHUCK AND MARNA DAVIS FOUNDATION 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 CHUCK AND MARNA DAVIS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does CHUCK AND MARNA DAVIS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $69,056,506, expenses of $772,313 and total assets of $148,566,327 at year end.
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