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Nonprofit · EIN 37-1648116

CARL A DAVIS AND LOIS E DAVIS FOUNDATION

Tax-exempt · HOUSTON, TX 77024

Financials

$1.7M$1.9M2023$2.3M$8.5M2024
Revenue Expenses · by fiscal year end
Financials of CARL A DAVIS AND LOIS E DAVIS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,322,010$8,513,524-$6,191,514$45,609,484$0$45,609,484
December 31, 2023990-PF$1,688,123$1,941,067-$252,944$51,783,572$0$51,783,572
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$30,000
Dividends
$1,498,358
Interest
$609,030
Net gain from sales of assets
$184,549
Other income
$73

Expenses

Grants and similar amounts paid
$7,830,150
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$7,845,150
Excise tax on investment income
$23,011

Balance sheet and other

Total assets, start of year
$51,783,572
Total assets, end of year
$45,609,484
Total liabilities, end of year
$0
Net assets, end of year
$45,609,484
Fair market value of assets
$47,579,851
Qualifying distributions
$7,845,150
Net investment income
$2,292,732

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 / weekCompensation
LOIS E DAVIS
8822 STABLE CREST, HOUSTON, TX 77024
DIRECTOR1$0
CHARLOTTE DAVIS LAKER
3624 ENCANTO DRIVE, FORT WORTH, TX 76109
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
LOIS E DAVIS
8822 STABLE CREST, HOUSTON, TX 77024
DIRECTOR1$0
CHARLOTTE DAVIS LAKER
3624 ENCANTO DRIVE, FORT WORTH, TX 76109
DIRECTOR1$0

Address and contacts

Address (IRS master file)
8822 STABLE CREST BLVD, HOUSTON, TX 77024-7034
In care of
% CARL A DAVIS
Signed the 990-PF
LOIS DAVIS, OFFICER
Phone
(713) 572-1122
Return prepared by
HOGANTAYLOR LLP

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
37-1648116
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
2011
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$45,609,484
Income (IRS master file)
$27,023,594

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,322,010$8,513,524$45,609,484XML
990-TDecember 2024–––IRS
990-PFDecember 2023$1,688,123$1,941,067$51,783,572XML
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 37-1648116).

Questions about CARL A DAVIS AND LOIS E DAVIS FOUNDATION

What is the EIN of CARL A DAVIS AND LOIS E DAVIS FOUNDATION?
The employer identification number (EIN) of CARL A DAVIS AND LOIS E DAVIS FOUNDATION is 37-1648116.
Is CARL A DAVIS AND LOIS E DAVIS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to CARL A DAVIS AND LOIS E DAVIS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CARL A DAVIS AND LOIS E DAVIS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CARL A DAVIS AND LOIS E 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 CARL A DAVIS AND LOIS E 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 CARL A DAVIS AND LOIS E 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 CARL A DAVIS AND LOIS E DAVIS FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,322,010, expenses of $8,513,524 and total assets of $45,609,484 at year end.

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