Nonprofit · EIN 85-3997406
BILLY & PATTY DAVIS FOUNDATION
Tax-exempt · WACO, TX 76712
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $170,912 | $115,900 | $55,012 | $1,967,794 | $0 | $1,967,794 |
| December 31, 2024 | 990-PF | $82,219 | $155,297 | -$73,078 | $1,912,782 | $0 | $1,912,782 |
| December 31, 2023 | 990-PF | $23,509 | $157,891 | -$134,382 | $1,967,067 | $0 | $1,967,067 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $43,056
- Net gain from sales of assets
- $101,430
- Other income
- $26,426
Expenses
- Grants and similar amounts paid
- $75,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $75,000
- Excise tax on investment income
- $1,817
Balance sheet and other
- Total assets, start of year
- $1,912,782
- Total assets, end of year
- $1,967,794
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,967,794
- Fair market value of assets
- $2,057,606
- Qualifying distributions
- $75,000
- Net investment income
- $170,912
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 |
|---|---|---|---|
| BILLY DAVIS 23001 WOODWAY DR, WACO, TX 76712 | PRESIDENT, DIRECTOR | 1 | $0 |
| PATTY DAVIS 23001 WOODWAY DR, WACO, TX 76712 | SECRETARY, DIRECTOR | 1 | $0 |
| KIMBERLY MCMILLAN 404 STALLION RD, WACO, TX 76712 | DIRECTOR | 0.25 | $0 |
| MELISSA BLUE 6501 HUCKLEBERRY COVE, AUSTIN, TX 78746 | DIRECTOR | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BILLY DAVIS 23001 WOODWAY DR, WACO, TX 76712 | PRESIDENT, DIRECTOR | 1 | $0 |
| PATTY DAVIS 23001 WOODWAY DR, WACO, TX 76712 | SECRETARY, DIRECTOR | 1 | $0 |
| KIMBERLY MCMILLAN 404 STALLION RD, WACO, TX 76712 | DIRECTOR | 0.25 | $0 |
| MELISSA BLUE 6501 HUCKLEBERRY COVE, AUSTIN, TX 78746 | DIRECTOR | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BILLY DAVIS 23001 WOODWAY DR, WACO, TX 76712 | PRESIDENT, DIRECTOR | 1 | $0 |
| PATTY DAVIS 23001 WOODWAY DR, WACO, TX 76712 | SECRETARY, DIRECTOR | 1 | $0 |
| KIMBERLY MCMILLAN 404 STALLION RD, WACO, TX 76712 | DIRECTOR | 0.25 | $0 |
| MELISSA BLUE 6501 HUCKLEBERRY COVE, AUSTIN, TX 78746 | DIRECTOR | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 5 RITCHIE RD, WACO, TX 76712-8555
- Signed the 990-PF
- BILLY DAVIS, PRESIDENT
- Phone
- (254) 722-5599
- Return prepared by
- JRBT 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 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
- 85-3997406
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Religion-related (X20)
- Assets (IRS master file)
- $1,967,794
- Income (IRS master file)
- $1,735,077
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $170,912 | $115,900 | $1,967,794 | XML |
| 990-PF | December 2024 | $82,219 | $155,297 | $1,912,782 | XML |
| 990-PF | December 2023 | $23,509 | $157,891 | $1,967,067 | 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 85-3997406).
Questions about BILLY & PATTY DAVIS FOUNDATION
- What is the EIN of BILLY & PATTY DAVIS FOUNDATION?
- The employer identification number (EIN) of BILLY & PATTY DAVIS FOUNDATION is 85-3997406.
- Is BILLY & PATTY DAVIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to BILLY & PATTY DAVIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BILLY & PATTY DAVIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BILLY & PATTY DAVIS 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 BILLY & PATTY DAVIS 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 BILLY & PATTY DAVIS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does BILLY & PATTY DAVIS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $170,912, expenses of $115,900 and total assets of $1,967,794 at year end.
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