Nonprofit · EIN 81-0699441
JOE AND LISA DAVIS FAMILY FOUNDATION
Tax-exempt · ENCINITAS, CA 92024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $34,100 | $23,356 | $10,744 | $92,431 | $0 | $92,431 |
| December 31, 2023 | 990-PF | $50,100 | $20,000 | $30,100 | $81,687 | $0 | $81,687 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $34,100
Expenses
- Grants and similar amounts paid
- $23,356
- Disbursements for charitable purposes
- $23,356
Balance sheet and other
- Total assets, start of year
- $81,687
- Total assets, end of year
- $92,431
- Total liabilities, end of year
- $0
- Net assets, end of year
- $92,431
- Fair market value of assets
- $92,431
- Qualifying distributions
- $23,356
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH M DAVIS 1418 ARBOR COURT, ENCINITAS, CA 92014 | President | 0 | $0 |
| LISA DAVIS 1418 ARBOR COURT, ENCINITAS, CA 92014 | Secretary/CFO | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH M DAVIS 1418 ARBOR COURT, ENCINITAS, CA 92014 | President/Direc | 1 | $0 |
| LISA DAVIS 1418 ARBOR COURT, ENCINITAS, CA 92014 | Secre/CFO/Direc | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1418 ARBOR CT, ENCINITAS, CA 92024-1841
- Signed the 990-PF
- LISA DAVIS, Secretary/CFO
- Phone
- (805) 708-5472
- Website
- WWW.GUIDESTAR.ORG
- Return prepared by
- Fischer & Ritchey LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 81-0699441 or by the name JOE AND LISA DAVIS FAMILY 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)
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 | Not 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
- 81-0699441
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- International, foreign affairs and national security (Q33)
- Assets (IRS master file)
- $92,431
- Income (IRS master file)
- $34,100
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $34,100 | $23,356 | $92,431 | IRS |
| 990-PF | December 2023 | $50,100 | $20,000 | $81,687 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 81-0699441).
Questions about JOE AND LISA DAVIS FAMILY FOUNDATION
- What is the EIN of JOE AND LISA DAVIS FAMILY FOUNDATION?
- The employer identification number (EIN) of JOE AND LISA DAVIS FAMILY FOUNDATION is 81-0699441.
- Is JOE AND LISA DAVIS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to JOE AND LISA DAVIS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOE AND LISA DAVIS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOE AND LISA DAVIS FAMILY 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 JOE AND LISA DAVIS FAMILY 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 JOE AND LISA DAVIS FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does JOE AND LISA DAVIS FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $34,100, expenses of $23,356 and total assets of $92,431 at year end.
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