Civic Intelligence

Carl a Davis and Lois E Davis Foundation

990PF • Fiscal year 2014 • EIN 37-1648116

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 04, 2015

Organization Profile
2700 Post Oak Blvd Suite 1050Houston, TX 77056

(713) 572-1122

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Source year 2014

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

10th percentile

$0

Higher top officer pay than 10% of similar nonprofits.

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

2014 filings • $50M-$100M nonprofits • Source year 2014

Asset Growth

37th percentile

2.0%

Faster asset growth than 37% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

166%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$70,520,181

Up $1,397,400 (+2.0%) from 2013

Net Assets

Up

$70,520,181

Up $1,397,400 (+2.0%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin72nd percentile

Revenue

Up

$6,406,589

Up $3,996,627 (+166%) from 2013

Expenses

Up

$5,247,557

Up $1,056,706 (+25%) from 2013

Net Income

Up

$1,159,032

Up $2,939,921 (+165%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$80M$60M$40M$20M$0Assets 2011: $75,009,393Liabilities 2011: $02011Assets 2012: $70,903,670Liabilities 2012: $0Net Assets 2012: $70,903,6702012Assets 2013: $69,122,781Liabilities 2013: $1Net Assets 2013: $69,122,7812013Assets 2014: $70,520,181Liabilities 2014: $1Net Assets 2014: $70,520,1812014Assets 2015: $71,924,852Liabilities 2015: $1Net Assets 2015: $71,924,8522015Assets 2016: $75,658,780Liabilities 2016: $0Net Assets 2016: $75,658,7802016Assets 2017: $71,688,462Liabilities 2017: $0Net Assets 2017: $71,688,4622017Assets 2018: $72,619,617Liabilities 2018: $0Net Assets 2018: $72,619,6172018Assets 2019: $70,395,437Liabilities 2019: $1Net Assets 2019: $70,395,4372019Assets 2020: $59,038,653Liabilities 2020: $1Net Assets 2020: $59,038,6532020Assets 2021: $51,886,644Liabilities 2021: $1Net Assets 2021: $51,886,6442021Assets 2022: $51,898,837Liabilities 2022: $1Net Assets 2022: $51,898,8372022Assets 2023: $51,783,572Liabilities 2023: $1Net Assets 2023: $51,783,5722023Assets 2024: $45,609,484Liabilities 2024: $0Net Assets 2024: $45,609,4842024

Highlighted filing

2014

Assets$70,520,181
Liabilities$1
Net Assets$70,520,181
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

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

$100M$50M$0-$50MRevenue 2011: $75,010,243Expenses 2011: $850Net Income 2011: $75,009,3932011Expenses 2012: $5,151,4502012Revenue 2013: $2,409,962Expenses 2013: $4,190,851Net Income 2013: -$1,780,8892013Revenue 2014: $6,406,589Expenses 2014: $5,247,557Net Income 2014: $1,159,0322014Revenue 2015: $3,215,042Expenses 2015: $1,668,619Net Income 2015: $1,546,4232015Revenue 2016: $5,137,275Expenses 2016: $1,163,585Net Income 2016: $3,973,6902016Revenue 2017: $5,609,576Expenses 2017: $9,430,721Net Income 2017: -$3,821,1452017Revenue 2018: $6,506,978Expenses 2018: $5,629,991Net Income 2018: $876,9872018Revenue 2019: $3,167,119Expenses 2019: $5,368,298Net Income 2019: -$2,201,1792019Revenue 2020: $544,470Expenses 2020: $11,661,600Net Income 2020: -$11,117,1302020Revenue 2021: $1,702,606Expenses 2021: $7,805,938Net Income 2021: -$6,103,3322021Revenue 2022: $816,593Expenses 2022: $1,089,643Net Income 2022: -$273,0502022Revenue 2023: $1,688,123Expenses 2023: $1,941,067Net Income 2023: -$252,9442023Revenue 2024: $2,322,010Expenses 2024: $8,513,524Net Income 2024: -$6,191,5142024

Highlighted filing

2014

Revenue$6,406,589
Expenses$5,247,557
Net Income$1,159,032
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 4, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL A DAVISDirector-$0--
LOIS E DAVISDirector-$0--
CHARLOTTE DAVIS LAKERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Carl a Davis and Lois E Davis Foundation
EIN
37-1648116
Phone
7135721122
Address
2700 POST OAK BLVD SUITE 1050, HOUSTON, TX 77056

Signing Officer

Name
Carl a Davis
Title
Officer
Phone
7135721122
Signed
2015-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Jpms Cox Pllc
Address
11300 CANTRELL ROAD SUITE 301, LITTLE ROCK, AR 72212
Preparer
Mary Ellen Irons
Phone
5012275800
Raw XML AppendixShowing 400 of 418 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1STEPHENS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2KKR LENDING PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3KKR LENDING PARTNERS, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MAN-AHL DIVERSIFIED I LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MAN-AHL DIVERSIFIED I LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PIMCO BRAVO FUND ON-SHORE FEEDER II, LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7PIMCO BRAVO FUND OFF-SHORE FEEDER, LP
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CARL A DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LOIS E DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHARLOTTE DAVIS LAKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08822 STABLE CREST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18822 STABLE CREST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22920 HARLANWOOD DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HOUSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2FORT WORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd077024
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd276109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03064050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03089682
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt04000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt04991227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.056829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.068060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt025632
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt073601960
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt070387037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt073335722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.124889
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03974368
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04000000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt025632
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt04000000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CARL A DAVIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02700 POST OAK BLVD STE 1050
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077056
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07135721122
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CARL A DAVIS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1LOIS E DAVIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE PERSONAL ORDINARIATE OF THE CHAIR OF ST PETER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07809 SHADYVILLA LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077055
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04000000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03606313
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03606313
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0532085
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01213798
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02139570
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0393687
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0532085
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01213798
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04000000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0393687
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02139570
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01745883
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CARL DAVIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt08822 STABLE CREST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HOUSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077024
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STEPHENS MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEES FROM PASSTHROUGHS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02202
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1802076
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2157781
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02202
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1802076
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2157781
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt033401
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1468883
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt277213
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt315988
OtherIncomeSchedule2/OtherIncomeDetail/Desc0KKR LENDING PARTNERS, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MAN-AHL DIVERSIFIED I LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2PIMCO BRAVO FUND ON-SHORE FEEDER II, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc3KKR LENDING PARTNERS, LP - GAINS FROM DEBT FINANCED PROPERTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt033401
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1468883
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt277213
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt30
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt033401
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1468883
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt277213
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt315988
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0238368
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED ADJUSTMENTS TO BOOK VALUE OF MUTUAL FUND ACCOUNTS
TaxesSchedule/TaxesDetail/Amt015566
TaxesSchedule/TaxesDetail/Amt190051
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015566
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL A DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07135721122
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CARL A DAVIS AND LOIS E DAVIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0371648116
ReturnHeader/Filer/PhoneNum07135721122

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,520,181
Liabilities
$1
Net assets
$70,520,181
Revenue
$6,406,589
Expenses
$5,247,557
Net income
$1,159,032
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.6$0.00$45.6$2.32$8.51$6.19
2023Detailed filing. Detailed filing data is available for this year.$51.8$0.00$51.8$1.69$1.94$0.25
2022Detailed filing. Detailed filing data is available for this year.$51.9$0.00$51.9$0.82$1.09$0.27
2021Detailed filing. Detailed filing data is available for this year.$51.9$0.00$51.9$1.70$7.81$6.10
2020Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$0.54$11.7$11.1
2019Detailed filing. Detailed filing data is available for this year.$70.4$0.00$70.4$3.17$5.37$2.20
2018Detailed filing. Detailed filing data is available for this year.$72.6$0.00$72.6$6.51$5.63$0.88
2017Detailed filing. Detailed filing data is available for this year.$71.7$0.00$71.7$5.61$9.43$3.82
2016Detailed filing. Detailed filing data is available for this year.$75.7$0.00$75.7$5.14$1.16$3.97
2015Detailed filing. Detailed filing data is available for this year.$71.9$0.00$71.9$3.22$1.67$1.55
2014Detailed filing. Detailed filing data is available for this year.$70.5$0.00$70.5$6.41$5.25$1.16
2013Detailed filing. Detailed filing data is available for this year.$69.1$0.00$69.1$2.41$4.19$1.78
2012Detailed filing. Detailed filing data is available for this year.$70.9$0.00$70.9$5.15
2011Summary only. Only limited summary data is available for this year.$75.0$0.00$75.0$0.00$75.0
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $50M-$100M nonprofits