Nonprofit · EIN 94-3283331
DAVIS MEMORIAL FOUNDATION
Tax-exempt · MORGAN HILL, CA 95037
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $156,458 | $118,774 | $37,684 | $761,143 | $5,270 | $755,873 |
| December 31, 2024 | 990 | $171,997 | $88,486 | $83,511 | $682,010 | $24,818 | $657,192 |
| December 31, 2023 | 990 | $137,478 | $88,164 | $49,314 | $553,977 | $699 | $553,278 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $62,873
- Program service revenue
- $0
- Investment income
- $20,437
- Net income from fundraising events
- $73,148
- Other revenue
- $73,148
Expenses
- Grants and similar amounts paid
- $80,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,900
- Program services (functional)
- $88,839
- Management and general (functional)
- $15,020
- Fundraising (functional)
- $14,915
Balance sheet and other
- Total assets, start of year
- $682,010
- Total assets, end of year
- $761,143
- Total liabilities, end of year
- $5,270
- Net assets, end of year
- $755,873
- Net assets without donor restrictions
- $755,873
- Gross receipts
- $231,990
- Employees
- 0
- Volunteers
- 18
- Year formed
- 1997
- State of legal domicile
- CA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Greg Bloom | Trustee Trustee or director | 2 | $0 |
| Heidi Ellsworth | Trustee Trustee or director | 2 | $0 |
| Joel Viera | Fdn Administer Trustee or director | 2 | $0 |
| Tim Hart | Trustee Trustee or director | 2 | $0 |
| Christian Madsen | Trustee Trustee or director | 2 | $0 |
| Travis Nelson | Trustee Trustee or director | 2 | $0 |
| Pete Schmautz | Trustee Trustee or director | 2 | $0 |
| Chuck Chapman | Chairman Trustee or director, Officer | 2 | $0 |
| Kris Hitesman | Trustee Trustee or director | 2 | $0 |
| Marcus Clinco | Trustee Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Greg Bloom | Trustee Trustee or director | 2 | $0 |
| Heidi Ellsworth | Trustee Trustee or director | 2 | $0 |
| Joel Viera | Fdn Administer Trustee or director | 2 | $0 |
| Tim Hart | Trustee Trustee or director | 2 | $0 |
| Christian Madsen | Trustee Trustee or director | 2 | $0 |
| Travis Nelson | Trustee Trustee or director | 2 | $0 |
| Pete Schmautz | Trustee Trustee or director | 2 | $0 |
| Chuck Chapman | Chairman Trustee or director, Officer | 2 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Greg Bloom | Trustee Trustee or director | 2 | $0 |
| Heidi Ellsworth | Trustee Trustee or director | 2 | $0 |
| Joel Viera | Fdn Administer Trustee or director | 2 | $0 |
| Bill Baley | Trustee Trustee or director | 2 | $0 |
| Dennis Ryan | Trustee Trustee or director | 2 | $0 |
| Chuck Chapman | Chairman Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 356 DIGITAL DR, MORGAN HILL, CA 95037-2879
- Principal officer (990 for 2025)
- Joel Viera, 356 Digital Drive, Morgan Hill, CA 95037
- Signed the 990
- Joel Viera, Trustee
- Phone
- (650) 938-5441
- Return prepared by
- HODSON & HODSON CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3283331 or by the name DAVIS MEMORIAL FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To provide scholarship Grants
Program accomplishments
- Scholarship Grants Awarded & related CostsExpenses $88,839
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-3283331
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $761,143
- Income (IRS master file)
- $231,990
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $156,458 | $118,774 | $761,143 | XML |
| 990 | December 2024 | $171,997 | $88,486 | $682,010 | XML |
| 990 | December 2023 | $137,478 | $88,164 | $553,977 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-EZ | September 2020 | – | – | – | IRS |
| 990-EZ | September 2019 | – | – | – | IRS |
| 990-EZ | September 2018 | – | – | – | 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 94-3283331).
Questions about DAVIS MEMORIAL FOUNDATION
- What is the EIN of DAVIS MEMORIAL FOUNDATION?
- The employer identification number (EIN) of DAVIS MEMORIAL FOUNDATION is 94-3283331.
- Is DAVIS MEMORIAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to DAVIS MEMORIAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does DAVIS MEMORIAL FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of DAVIS MEMORIAL 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 MEMORIAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of DAVIS MEMORIAL FOUNDATION?
- The 990 for the year ended December 31, 2025 names Joel Viera.
- Who are the officers and directors of DAVIS MEMORIAL FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does DAVIS MEMORIAL FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $156,458, expenses of $118,774 and total assets of $761,143 at year end.
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All nonprofits in MORGAN HILL · California · Philanthropy, voluntarism and grantmaking foundations