Nonprofit · EIN 87-4000838
DAVIS 4WARD FAMILY FOUNDATION
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $232,058 | $328,492 | -$96,434 | $4,491,435 | $0 | $4,491,435 |
| December 31, 2024 | 990-PF | $212,918 | $169,440 | $43,478 | $4,583,358 | $0 | $4,583,358 |
| December 31, 2023 | 990-PF | -$93,869 | $178,998 | -$272,867 | $4,540,935 | $0 | $4,540,935 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $121,343
- Net gain from sales of assets
- $110,715
Expenses
- Grants and similar amounts paid
- $281,681
- Disbursements for charitable purposes
- $299,478
- Excise tax on investment income
- $2,738
Balance sheet and other
- Total assets, start of year
- $4,583,358
- Total assets, end of year
- $4,491,435
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,491,435
- Fair market value of assets
- $7,061,721
- Qualifying distributions
- $299,478
- Net investment income
- $222,490
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 |
|---|---|---|---|
| JOHN T DAVIS III 43 WOODSHAY DR, MONTGOMERY, TX 77356 | DIRECTOR & PRESIDENT | 0 | $0 |
| TERESA L DAVIS 43 WOODSHAY DR, MONTGOMERY, TX 77356 | DIRECTORY & SECRETARY | 0 | $0 |
| REAGAN GREEN 1048 W 22ND ST, HOUSTON, TX 77008 | DIRECTOR | 0 | $0 |
| JACQUELYN NEWTON 339 AN COUNTY ROAD 434, PALESTINE, TX 75803 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN T DAVIS III 43 WOODSHAY DR, MONTGOMERY, TX 77356 | DIRECTOR & PRESIDENT | 0 | $0 |
| TERESA L DAVIS 43 WOODSHAY DR, MONTGOMERY, TX 77356 | DIRECTORY & SECRETARY | 0 | $0 |
| REAGAN GREEN 1048 W 22ND ST, HOUSTON, TX 77008 | DIRECTOR | 0 | $0 |
| JACQUELYN NEWTON 339 AN COUNTY ROAD 434, PALESTINE, TX 75803 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN T DAVIS III 43 WOODSHAY DR, MONTGOMERY, TX 77356 | DIRECTOR & PRESIDENT | 0 | $0 |
| TERESA L DAVIS 43 WOODSHAY DR, MONTGOMERY, TX 77356 | DIRECTORY & SECRETARY | 0 | $0 |
| REAGAN GREEN 1048 W 22ND ST, HOUSTON, TX 77008 | DIRECTOR | 0 | $0 |
| JACQUELYN NEWTON 339 AN COUNTY ROAD 434, PALESTINE, TX 75803 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % JOHN T DAVIS III
- Signed the 990-PF
- JOHN T DAVIS III, TRUSTEE
- Phone
- (888) 866-3275
- Return prepared by
- BANK OF AMERICA
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
- 87-4000838
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,491,435
- Income (IRS master file)
- $2,219,310
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $232,058 | $328,492 | $4,491,435 | IRS |
| 990-PF | December 2024 | $212,918 | $169,440 | $4,583,358 | XML |
| 990-PF | December 2023 | -$93,869 | $178,998 | $4,540,935 | XML |
| 990-PF | December 2022 | – | – | – | 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 87-4000838).
Questions about DAVIS 4WARD FAMILY FOUNDATION
- What is the EIN of DAVIS 4WARD FAMILY FOUNDATION?
- The employer identification number (EIN) of DAVIS 4WARD FAMILY FOUNDATION is 87-4000838.
- Is DAVIS 4WARD FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to DAVIS 4WARD FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVIS 4WARD FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVIS 4WARD FAMILY FOUNDATION 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 DAVIS 4WARD FAMILY FOUNDATION 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 DAVIS 4WARD FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does DAVIS 4WARD FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $232,058, expenses of $328,492 and total assets of $4,491,435 at year end.
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