Nonprofit · EIN 62-6125481
JOE C DAVIS FOUNDATION
Tax-exempt · NASHVILLE, TN 37205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $52,090,891 | $10,412,559 | $41,678,332 | $151,941,508 | $4,845 | $151,936,663 |
| September 30, 2024 | 990-PF | $18,251,037 | $10,294,651 | $7,956,386 | $112,536,046 | $2,277,715 | $110,258,331 |
| September 30, 2023 | 990-PF | $10,381,384 | $9,860,691 | $520,693 | $102,304,445 | $2,500 | $102,301,945 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $3,359,052
- Net gain from sales of assets
- $45,033,512
- Other income
- $3,698,327
Expenses
- Grants and similar amounts paid
- $8,209,800
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $330,833
- Disbursements for charitable purposes
- $8,743,842
- Excise tax on investment income
- $697,548
Balance sheet and other
- Total assets, start of year
- $112,536,046
- Total assets, end of year
- $151,941,508
- Total liabilities, end of year
- $4,845
- Net assets, end of year
- $151,936,663
- Fair market value of assets
- $207,337,213
- Qualifying distributions
- $8,743,842
- Net investment income
- $51,154,488
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANGELA GODDARD 104 WOODMONT BLVD STE 310, NASHVILLE, TN 37205 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $210,833 |
| MEGAN K MCGUIRE 104 WOODMONT BLVD STE 310, NASHVILLE, TN 37205 | SENIOR PROGRAM OFFIC Highest-paid employee | 40 | $112,500 |
| WILLIAM R DELOACHE JR 104 WOODMONT BLVD STE 310, NASHVILLE, TN 37205 | CO-TRUSTEE | 5 | $0 |
| FRANCES ELLISON 70 ROUND POND ROAD, GREENVILLE, SC 29607 | CO-TRUSTEE | 5 | $0 |
| ANNE DAVIS 3420 HAMPTON AVENUE, NASHVILLE, TN 37215 | CO-TRUSTEE | 5 | $0 |
| NANCY BEVERIDGE 209 LYNNWOOD TERRACE, NASHVILLE, TN 37205 | CO-TRUSTEE | 5 | $0 |
990-PF for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANGELA GODDARD 104 WOODMONT BLVD STE 310, NASHVILLE, TN 37205 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $200,833 | $8,617 |
| WILLIAM R DELOACHE JR 104 WOODMONT BLVD STE 310, NASHVILLE, TN 37205 | CO-TRUSTEE | 5 | $0 | $0 |
| FRANCES ELLISON 70 ROUND POND ROAD, GREENVILLE, SC 29607 | CO-TRUSTEE | 5 | $0 | $0 |
| ANNE DAVIS 3420 HAMPTON AVENUE, NASHVILLE, TN 37215 | CO-TRUSTEE | 5 | $0 | $0 |
| NANCY BEVERIDGE 209 LYNNWOOD TERRACE, NASHVILLE, TN 37205 | CO-TRUSTEE | 5 | $0 | $0 |
990-PF for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANGELA GODDARD 104 WOODMONT BLVD STE 310, NASHVILLE, TN 37205 | ASSOCIATE DIRECTOR Highest-paid employee | 40 | $225,833 | $8,500 |
| WILLIAM R DELOACHE JR 104 WOODMONT BLVD STE 310, NASHVILLE, TN 37205 | CO-TRUSTEE | 5 | $0 | $0 |
| FRANCES ELLISON 70 ROUND POND ROAD, GREENVILLE, SC 29607 | CO-TRUSTEE | 5 | $0 | $0 |
| ANNE DAVIS 3420 HAMPTON AVENUE, NASHVILLE, TN 37215 | CO-TRUSTEE | 5 | $0 | $0 |
| NANCY BEVERIDGE 209 LYNNWOOD TERRACE, NASHVILLE, TN 37205 | CO-TRUSTEE | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 104 WOODMONT BLVD STE 310, NASHVILLE, TN 37205-5244
- Signed the 990-PF
- WILLIAM R DELOACHE JR, TRUSTEE
- Phone
- (615) 352-9036
- Website
- WWW.JOECDAVISFOUNDATION.ORG
- Return prepared by
- OSBORNE & CO 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 62-6125481
- 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
- 1978
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $151,941,508
- Income (IRS master file)
- $142,557,735
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $52,090,891 | $10,412,559 | $151,941,508 | XML |
| 990-PF | September 2024 | $18,251,037 | $10,294,651 | $112,536,046 | XML |
| 990-PF | September 2023 | $10,381,384 | $9,860,691 | $102,304,445 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | 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 62-6125481).
Questions about JOE C DAVIS FOUNDATION
- What is the EIN of JOE C DAVIS FOUNDATION?
- The employer identification number (EIN) of JOE C DAVIS FOUNDATION is 62-6125481.
- Is JOE C DAVIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to JOE C DAVIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOE C DAVIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOE C DAVIS FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOE C DAVIS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of JOE C DAVIS FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 6 people; 2 received compensation from the organization, the highest $210,833 (ANGELA GODDARD, EXECUTIVE DIRECTOR).
- How much revenue does JOE C DAVIS FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $52,090,891, expenses of $10,412,559 and total assets of $151,941,508 at year end.
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