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Joe Davis Foundation - Defined EIN 75-2497580 Form 990 (PDF) Claim this org

Joe Davis Foundation - Defined

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A private foundation based in Pennington, NJ. It reported about $68K in revenue for 2025. For fiscal year 2025 it reported $68K in revenue, $149K in expenses, and $2.1M in net assets.Pt I

Type
Private foundation / grantmaker · Nonprofit
Location
Pennington, NJ
Filings
6 on file (2020–2025)
Revenue
$68KFY2025
Expenses
$149K
Net assets
$2.1M
People
5
Filings
6
Updates
0
More identity details & actions ⌄
EIN  75-2497580 Private foundation / grantmaker Pennington, NJ
Form 990 (PDF)
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Size
<$100K
What they do
A private foundation based in Pennington, NJ. It reported about $68K in revenue for 2025.
Leadership
Joe E Davis · Director
Money in and out
$68K revenue, $149K expenses
Bottom line
—
Grants paid & assets · FY2025
Total revenue
$68K
Pt VIII · Ln 12
Total expenses
$149K
Pt IX · Ln 25
Net assets
$2.1M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): −$81K
Total assets
2.1M
deployed as grants and operations
Grants paid
120K
in FY2025
Grants made
15grants
total in period
Payout rate
6%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 15 grants · $120K · 2025–2025
Beltway Park ChurchFY2025$20,000
Fellowship of Christian AthletesFY2025$15,000
Turning Point USA NfpFY2025$10,000
Disability Resources INCFY2025$10,000
Hendrick Home for ChildrenFY2025$10,000
Samaritan's PurseFY2025$10,000
Noah Project INCFY2025$6,400
Abilene Zoological GardensFY2025$6,400
Alliance for Women & ChildrenFY2025$6,400
Ben Richey Boys Ranch & Family ProgramFY2025$6,400
Big Brothers Big Sisters Lone StarFY2025$6,400
American Cancer SocietyFY2025$6,000
American Diabetes AssocFY2025$5,000
Taylor County Veterans Service OfficeFY2025$1,000
Mosaic Chruch of AbileneFY2025$1,000

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$8K
Median grantPart XV$6K
Largest grantPart XV$20K

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$68K
FY2025▼ -81%
Expenses
$149K
FY2025▲ +30%
Total assets
$2.1M
FY2025▼ -4%
Total liabilities
$0
FY2025
Total revenue
$68K
Pt VIII · Ln 12
Total expenses
$149K
Pt IX · Ln 25
Net assets
$2.1M
Pt X · Ln 32
Total assetsPt II$2.1M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CJoe Davis Foundation - Defined
EINHdr · item D75-2497580
Principal addressHdr · item CPennington, NJ
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MNJ
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFSep 1993

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Joe E Davis
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Bo S Davis
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Joe Davis Foundation - Defined executive salaries →

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Statement of Revenue

Part VIII
Investment income100%$68K
Total revenueLn 12$68K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.81 Operating & administrative $0.19
Grants & contributions paid81%$120K
Operating & administrative19%$29K
Total functional expensesLn 25$149K

Balance Sheet

Part X · end of year
CashLn 1$81K
Total assetsLn 16$2.1M
Total liabilitiesLn 26$0
Total net assetsLn 32$2.1M
Months of cash on handcomputed6.5

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $2.1M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $68K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $68K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $68K · Prior year $355K
-81%
Revenue CAGR
FY2020 $63K · FY2025 $68K
+1%
Net-asset trend (YoY)
End of year $2.1M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $68K · Expenses $149K
-121%
Liabilities-to-Assets
Total liabilities — · Total assets $2.1M
—
Net-asset ratio
Net assets $2.1M · Total assets $2.1M
100%
People & payroll
Highest Reported Total Compensation
Individual Joe E Davis · Reported title DIRECTOR · Highest reported compensation $0 · Total expenses $149K
0%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth -81%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$68K revenue · viewing · ⤓ 990 PDF
FY2024$355K revenue · ⤓ 990 PDF
FY2023$151K revenue · ⤓ 990 PDF
FY2022$170K revenue · ⤓ 990 PDF
FY2021$230K revenue · ⤓ 990 PDF
FY2020$63K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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