Civic Intelligence

The William S Davis Family Foundation

EIN 75-1533548 • Fort Worth, TX

PO Box 122269Fort Worth, TX 76121-2269
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.07x

Higher debt load relative to revenue than 70% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Net Margin

3rd percentile

-192%

Higher net margin than 3% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

21st percentile

-7.5%

Faster asset growth than 21% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$997,401

Down $80,593 (-7.5%) from 2023

Liabilities

Down

$2,466

Down $7,917 (-76%) from 2023

Net Assets

Down

$994,935

Down $72,676 (-6.8%) from 2023

Operations
Liabilities / Revenue70th percentileNet Margin3rd percentile

Revenue

Up

$37,921

Up $122,394 (+145%) from 2023

Expenses

Down

$110,597

Down $44,689 (-29%) from 2023

Net Income

Up

-$72,676

Up $167,083 (+70%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,993,525Liabilities 2011: $0Net Assets 2011: $1,993,5252011Assets 2012: $1,926,619Liabilities 2012: $0Net Assets 2012: $1,926,6192012Assets 2013: $2,088,309Liabilities 2013: $2,929Net Assets 2013: $2,085,3802013Assets 2014: $2,003,123Liabilities 2014: $02014Assets 2015: $1,893,848Liabilities 2015: $0Net Assets 2015: $1,893,8482015Assets 2016: $1,605,925Liabilities 2016: $50,000Net Assets 2016: $1,555,9252016Assets 2017: $1,410,907Liabilities 2017: $0Net Assets 2017: $1,410,9072017Assets 2018: $1,440,020Liabilities 2018: $0Net Assets 2018: $1,440,0202018Assets 2019: $1,718,174Liabilities 2019: $0Net Assets 2019: $1,718,1742019Assets 2020: $1,656,124Liabilities 2020: $0Net Assets 2020: $1,656,1242020Assets 2021: $1,573,933Liabilities 2021: $28,439Net Assets 2021: $1,545,4942021Assets 2022: $1,307,370Liabilities 2022: $0Net Assets 2022: $1,307,3702022Assets 2023: $1,077,994Liabilities 2023: $10,383Net Assets 2023: $1,067,6112023Assets 2024: $997,401Liabilities 2024: $2,466Net Assets 2024: $994,9352024

Highlighted filing

2024

Assets$997,401
Liabilities$2,466
Net Assets$994,935
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $55,5312011Expenses 2012: $100,8452012Expenses 2013: $164,8742013Revenue 2014: -$61,449Expenses 2014: $20,808Net Income 2014: -$82,2572014Revenue 2015: -$68,286Expenses 2015: $40,989Net Income 2015: -$109,2752015Revenue 2016: -$219,288Expenses 2016: $118,635Net Income 2016: -$337,9232016Revenue 2017: -$62,026Expenses 2017: $82,992Net Income 2017: -$145,0182017Revenue 2018: $111,610Expenses 2018: $82,497Net Income 2018: $29,1132018Revenue 2019: $513,227Expenses 2019: $235,073Net Income 2019: $278,1542019Revenue 2020: -$55,359Expenses 2020: $6,691Net Income 2020: -$62,0502020Revenue 2021: -$96,059Expenses 2021: $14,571Net Income 2021: -$110,6302021Revenue 2022: $10,674Expenses 2022: $115,979Net Income 2022: -$105,3052022Revenue 2023: -$84,473Expenses 2023: $155,286Net Income 2023: -$239,7592023Revenue 2024: $37,921Expenses 2024: $110,597Net Income 2024: -$72,6762024

Highlighted filing

2024

Revenue$37,921
Expenses$110,597
Net Income-$72,676
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$997,401
Liabilities
$2,466
Net assets
$994,935
Revenue
$37,921
Expenses
$110,597
Net income
-$72,676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$0.99$0.04$0.11$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$0.08$0.16$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.01$0.12$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.57$0.03$1.55$0.10$0.01$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.06$0.01$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.51$0.24$0.28
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.11$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.06$0.08$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.05$1.56$0.22$0.12$0.34
2015Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.07$0.04$0.11
2014Summary only. Only limited summary data is available for this year.$2.00$0.00$0.06$0.02$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.16
2012Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The William S Davis Family Foundation
EIN
75-1533548
Phone
8177376678
Address
PO Box 122269, Fort Worth, TX 76121-2269

Signing Officer

Name
William S Davis
Title
Trustee
Phone
8177376678
Signed
2025-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Mazars LLP
Address
14221 Dallas Parkway Suite 400, Dallas, TX 75254
Preparer
Andrew Gray
Phone
9727028262
Raw XML Appendix344 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05040
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990-PF, Part VI, Section B Line 1a3
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Furnishing of Facilities Explanation
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0During the year, the organization conducted its operations out of the office of Davoil, Inc. William Davis is the chairman of Davoil, Inc and Trustee of The William S. Davis Family Foundation. The office space and certain administrative and investment management services are donated by Davoil, Inc.
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Kelly Conway
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06300 Ridglea Place Ste 1208
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Fort Worth
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd076116
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08175706501
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Application should be in writing
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0William S Davis
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08177376678
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 122269
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Fort Worth
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0761212269
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Contributions restricted to I.R.C. Section 501(c)(3) Organizations
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0No submission deadlines
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0William S Davis Trustee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt060000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt122610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Pollinator Prairie Restoration Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Friends of the Fort Worth Nature Center & Refuge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Projecthandup
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 471486
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 398
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Fort Worth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Grapevine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd076147
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd176099
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt082610
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/AppliedToCurrentYearAmt027353
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt059498
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt065688
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt086851
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038335
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt059498
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0769
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Federal Excise Tax
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0769
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0769
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees & Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Office Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02878
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1103
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt011511
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1412
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014389
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1515
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0383
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Deferred Distributions
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0529
TaxesSchedule/TaxesDetail/Amt06783
TaxesSchedule/TaxesDetail/CategoryTxt0Unrelated Business Income Tax
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William S Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08177376678
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The William S Davis Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0751533548
ReturnHeader/Filer/PhoneNum08177376678
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 122269
ReturnHeader/Filer/USAddress/CityNm0Fort Worth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0761212269
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Forvis Mazars LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014221 Dallas Parkway Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075254
ReturnHeader/PreparerPersonGrp/PhoneNum09727028262
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Andrew Gray
ReturnHeader/ReturnTs02025-08-15T08:47:38+00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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