Nonprofit · EIN 52-1960652
DAVIES FAMILY FOUNDATION INC
Tax-exempt · CHEVY CHASE, MD 20815
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,329 | $7,044 | -$3,715 | $400,998 | $0 | $400,998 |
| December 31, 2024 | 990-PF | $15,117 | $7,034 | $8,083 | $404,713 | $0 | $404,713 |
| December 31, 2023 | 990-PF | $3,730 | $21,940 | -$18,210 | $396,630 | $0 | $396,630 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $9,360
- Net gain from sales of assets
- -$6,452
- Other income
- $421
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Excise tax on investment income
- $70
Balance sheet and other
- Total assets, start of year
- $404,713
- Total assets, end of year
- $400,998
- Total liabilities, end of year
- $0
- Net assets, end of year
- $400,998
- Fair market value of assets
- $599,417
- Net investment income
- $9,360
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLE ANN P DAVIES 4313 BRADLEY LANE, CHEVY CHASE, MD 20815 | PRES/DIR | 0.5 | $0 |
| GRANT L DAVIES 4313 BRADLEY LANE, CHEVY CHASE, MD 20815 | SECY/TREAS | 0.5 | $0 |
| CHRIS R L DAVIES 4110 LELAND STREET, CHEVY CHASE, MD 20815 | CL B DIRECTOR | 0.25 | $0 |
| RYAN R DAVIES 4015 GREENBRIER, UNIVERSITY PARK, TX 75255 | CL B DIRECTOR | 0.25 | $0 |
| BROOKE A DAVIES 7604 LYNN DRIVE, CHEVY CHASE, MD 20815 | CL B DIRECTOR | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLE ANN P DAVIES 4313 BRADLEY LANE, CHEVY CHASE, MD 20815 | PRES/DIR | 0.5 | $0 |
| GRANT L DAVIES 4313 BRADLEY LANE, CHEVY CHASE, MD 20815 | SECY/TREAS | 0.5 | $0 |
| CHRIS R L DAVIES 4110 LELAND STREET, CHEVY CHASE, MD 20815 | CL B DIRECTOR | 0.25 | $0 |
| RYAN R DAVIES 4015 GREENBRIER, UNIVERSITY PARK, TX 75255 | CL B DIRECTOR | 0.25 | $0 |
| BROOKE A DAVIES 7604 LYNN DRIVE, CHEVY CHASE, MD 20815 | CL B DIRECTOR | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLE ANN P DAVIES 4313 BRADLEY LANE, CHEVY CHASE, MD 20815 | PRES/DIR | 0.5 | $0 |
| GRANT L DAVIES 4313 BRADLEY LANE, CHEVY CHASE, MD 20815 | SECY/TREAS | 0.5 | $0 |
| CHRIS R L DAVIES 4110 LELAND STREET, CHEVY CHASE, MD 20815 | CL B DIRECTOR | 0.25 | $0 |
| RYAN R DAVIES 4015 GREENBRIER, UNIVERSITY PARK, TX 75255 | CL B DIRECTOR | 0.25 | $0 |
| BROOKE A DAVIES 7604 LYNN DRIVE, CHEVY CHASE, MD 20815 | CL B DIRECTOR | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 4313 BRADLEY LN, CHEVY CHASE, MD 20815-5232
- In care of
- % GRANT DAVIES
- Signed the 990-PF
- GRANT L DAVIES, SECRETARY
- Phone
- (301) 785-9730
- Return prepared by
- APRIO ADVISORY GROUP 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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 52-1960652
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $400,998
- Income (IRS master file)
- $84,309
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,329 | $7,044 | $400,998 | IRS |
| 990-PF | December 2024 | $15,117 | $7,034 | $404,713 | IRS |
| 990-PF | December 2023 | $3,730 | $21,940 | $396,630 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 52-1960652).
Questions about DAVIES FAMILY FOUNDATION INC
- What is the EIN of DAVIES FAMILY FOUNDATION INC?
- The employer identification number (EIN) of DAVIES FAMILY FOUNDATION INC is 52-1960652.
- Is DAVIES FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to DAVIES FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVIES FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVIES FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVIES FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of DAVIES FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does DAVIES FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,329, expenses of $7,044 and total assets of $400,998 at year end.
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