Civic Intelligence

Charles a & Marna Davis Foundation

990PF • Fiscal year 2024 • EIN 13-3437924

May 01, 2024 to Dec 31, 2024 • Filed on Nov 15, 2025

Organization Profile
5 Osprey LaneKey Largo, FL 33037

(518) 290-9460

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $100M-$250M nonprofits • Source year 2024

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $100M-$250M nonprofits • Source year 2024

Asset Growth

99th percentile

252%

Faster asset growth than 99% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

52%

Faster revenue growth than 84% of similar nonprofits.

2024 filings • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$148,566,327

Up $106,360,412 (+252%) from 2023

Net Assets

Up

$148,566,327

Up $106,360,412 (+252%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin99th percentile

Revenue

Up

$69,056,506

Up $23,481,320 (+52%) from 2023

Expenses

Down

$772,313

Down $965,718 (-56%) from 2023

Net Income

Up

$68,284,193

Up $24,447,038 (+56%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2012: $1,485,270Liabilities 2012: $02012Assets 2013: $1,596,362Liabilities 2013: $02013Assets 2014: $1,756,760Liabilities 2014: $02014Assets 2015: $1,872,176Liabilities 2015: $02015Assets 2016: $1,757,907Liabilities 2016: $02016Assets 2020: $2,085,632Liabilities 2020: $0Net Assets 2020: $2,085,6322020Assets 2021: $1,464,481Liabilities 2021: $0Net Assets 2021: $1,464,4812021Assets 2022: $2,103,647Liabilities 2022: $0Net Assets 2022: $2,103,6472022Assets 2023: $42,205,915Liabilities 2023: $0Net Assets 2023: $42,205,9152023Assets 2024: $148,566,327Liabilities 2024: $0Net Assets 2024: $148,566,3272024

Highlighted filing

2024

Assets$148,566,327
Liabilities$0
Net Assets$148,566,327
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0-$20MRevenue 2012: $663,354Expenses 2012: $673,797Net Income 2012: -$10,4432012Revenue 2013: $663,313Expenses 2013: $552,223Net Income 2013: $111,0902013Revenue 2014: $653,554Expenses 2014: $493,155Net Income 2014: $160,3992014Revenue 2015: $662,925Expenses 2015: $547,510Net Income 2015: $115,4152015Revenue 2016: $662,852Expenses 2016: $777,122Net Income 2016: -$114,2702016Revenue 2020: $666,287Expenses 2020: $1,163,428Net Income 2020: -$497,1412020Revenue 2021: $664,930Expenses 2021: $1,286,081Net Income 2021: -$621,1512021Revenue 2022: $3,808,310Expenses 2022: $1,269,325Net Income 2022: $2,538,9852022Revenue 2023: $45,575,186Expenses 2023: $1,738,031Net Income 2023: $43,837,1552023Revenue 2024: $69,056,506Expenses 2024: $772,313Net Income 2024: $68,284,1932024

Highlighted filing

2024

Revenue$69,056,506
Expenses$772,313
Net Income$68,284,193
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES A DAVISTrustee-$0--
MARNA DAVISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Chuck and Marna Davis Foundation
EIN
13-3437924
In Care Of
% SHADE TREE ADVISORS LLC
Phone
5182909460
Address
5 Osprey Lane, Key Largo, FL 33037

Signing Officer

Name
Charles Davis
Title
Trustee
Phone
5182909460
Signed
2025-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Shade Tree Advisors LLC
Address
19 Railroad Place Suite 301, SARATOGA SPRINGS, NY 12866
Preparer
Mary Carbone
Phone
5182909460
Raw XML Appendix334 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0639413
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03080400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02418337
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0440834
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0909040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0987223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt081240
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02418337
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0639413
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02418337
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt022650
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CHARLES A DAVIS
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1CHARLES DAVIS CHARITABLE LEAD ANNUI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05 OSPREY LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt15 OSPREY LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0KEY LARGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1KEY LARGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033037
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd133037
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt064805500
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1397500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt02805500
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0NVIDIA CORP - 20,000 SHS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-24
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt014924
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt014924
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11825030
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OVER COST OF STOCK
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1RECEIVED
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COPIES/SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER DEDUCTIONS FROM K-1S
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OTHER EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0239
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt24883
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt395
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt066262
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0239
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24883
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt366262
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt495
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1oTHER INCOME - K-1S
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01698
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01254
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11698
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05182909460
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHUCK AND MARNA DAVIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHUC
ReturnHeader/Filer/EIN0133437924
ReturnHeader/Filer/InCareOfNm0% SHADE TREE ADVISORS LLC
ReturnHeader/Filer/PhoneNum05182909460
ReturnHeader/Filer/USAddress/AddressLine1Txt05 Osprey Lane
ReturnHeader/Filer/USAddress/CityNm0Key Largo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033037
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHADE TREE ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 Railroad Place Suite 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012866
ReturnHeader/PreparerPersonGrp/PhoneNum05182909460
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY CARBONE
ReturnHeader/ReturnTs02025-11-14T10:33:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$148,566,327
Liabilities
$0
Net assets
$148,566,327
Revenue
$69,056,506
Expenses
$772,313
Net income
$68,284,193
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$149$0.00$149$69.1$0.77$68.3
2023Detailed filing. Detailed filing data is available for this year.$42.2$0.00$42.2$45.6$1.74$43.8
2022Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$3.81$1.27$2.54
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.66$1.29$0.62
2020Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.67$1.16$0.50
2016Summary only. Only limited summary data is available for this year.$1.76$0.00$0.66$0.78$0.11
2015Summary only. Only limited summary data is available for this year.$1.87$0.00$0.66$0.55$0.12
2014Summary only. Only limited summary data is available for this year.$1.76$0.00$0.65$0.49$0.16
2013Summary only. Only limited summary data is available for this year.$1.60$0.00$0.66$0.55$0.11
2012Summary only. Only limited summary data is available for this year.$1.49$0.00$0.66$0.67$0.01