Mark and Janie Davis Family Foundation

EIN 84-3898303 • Honolulu, HI

851 Fort Street 400Honolulu, HI 96813-4300

Siviq Scores

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

0.00x

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

$1M-$5M nonprofits • Source year 2024

0.00x

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

$1M-$5M nonprofits • Source year 2024

58%

Higher net margin than 90% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

3.4%

Faster asset growth than 52% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

32%

Faster revenue growth than 72% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets32nd percentile

Assets

$1,543,215

Up $50,261 (+3.4%) from 2023

Liabilities

Down

Down $1 (-100%) from 2023

Net Assets

$1,543,215

Up $50,261 (+3.4%) from 2023

Operations

Liabilities / Revenue33rd percentile Net Margin90th percentile

Revenue

$86,979

Up $21,021 (+32%) from 2023

Expenses

Down

$36,718

Down $986,772 (-96%) from 2023

Net Income

$50,261

Up $1,007,793 (+105%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

Highlighted filing

2024

Assets$1,543,215

Liabilities$0

Net Assets$1,543,215

Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

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

Highlighted filing

2024

Revenue$86,979

Expenses$36,718

Net Income$50,261

Open 2024 Filing

Filings

Most recent year

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

Open filing

Assets: $1,543,215
Liabilities: $0
Net assets: $1,543,215
Revenue: $86,979
Expenses: $36,718
Net income: $50,261

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.54	$0.00	$1.54	$0.09	$0.04	$0.05
2023Detailed filing. Detailed filing data is available for this year.	$1.49	$0.00	$1.49	$0.07	$1.02	$0.96
2022Detailed filing. Detailed filing data is available for this year.	$2.45	$0.00	$2.45	$0.98	$1.03	$0.05
2021Detailed filing. Detailed filing data is available for this year.	$2.50	$0.00	$2.50	$0.06	$0.07	$0.01
2020Detailed filing. Detailed filing data is available for this year.	$2.51	$0.00	$2.51	$0.08	$0.07	$0.01
2019Detailed filing. Detailed filing data is available for this year.	$2.50	$0.00	$2.50	$2.50	$0.00	$2.50

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: Nov 17, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay47th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Mark S Davis	Trustee	-	$0	-	-
Janie C Davis	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Mark and Janie Davis Family Foundation
EIN: 84-3898303
Phone: 8085247500
Address: 851 Fort Street 400, Honolulu, HI 96813-4300

Signing Officer

Name: Mark S Davis
Title: Trustee
Phone: 8085247500
Signed: 2025-11-17
Discuss with paid preparer: Yes

Preparer

Firm: LDDI Wealth
Address: 1003 Bishop Street Suite 2155, Honolulu, HI 96813
Preparer: Jeffery Loff CPA
Phone: 8085221040

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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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Janie C Davis
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	30746
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	30746
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	Mark S Davis
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	851 Fort St Ste 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Honolulu
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	HI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	96813
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	HI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8085247500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	0
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	Mark S Davis
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	Janie C Davis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	28558
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Unrestricted Gift
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Punahou School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1601 Punahou Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Honolulu
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	96822
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	28558
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	30746
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	77999
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	47253
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	933106
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	1001067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	51569
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	54905
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	47253
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1993394
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	933106
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	1001067
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	51569
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	7652
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	30746
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1993394
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	2040647
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	3987
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Timing Difference - CIBC Investment Income
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	2328
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	2328
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	CIBC Agency Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	5595
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	5595
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	4233
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	4496
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Income - CIBC
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	Other Adjustment - Reconciliation Adj
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	4233
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	399
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	4233
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	4496
TaxesSchedule/TaxesDetail/Amt	0	377
TaxesSchedule/TaxesDetail/CategoryTxt	0	Foreign Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	377
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Mark S Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8085247500
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Mark and Janie Davis Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	MARK
ReturnHeader/Filer/EIN	0	843898303
ReturnHeader/Filer/PhoneNum	0	8085247500
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	851 Fort Street 400
ReturnHeader/Filer/USAddress/CityNm	0	Honolulu
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	HI
ReturnHeader/Filer/USAddress/ZIPCd	0	968134300
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	843565447
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	LDDI Wealth
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1003 Bishop Street Suite 2155
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Honolulu
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	96813
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8085221040
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Jeffery Loff CPA
ReturnHeader/ReturnTs	0	2025-11-17T19:00:25-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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