Davis 4WARD Family Foundation

Private foundation · Grantmaker Pennington, NJ EIN: 87-4000838

Davis 4WARD Family Foundation is a private foundation, based in Pennington, NJ. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $4.5M in total assets. In 2025, it awarded 5 grants totaling $282K. Net investment income was $197K.

Davis 4WARD Family Foundation at a glance

In short: Davis 4WARD Family Foundation gave $282K across 5 grants in 2025 (avg $56K), mostly in Texas. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$281,681
+113.5% vs 2024
Grants made (2025)
5
-28.6% vs 2024
Average grant
$56,336
+198.9% vs 2024
Median grant
$25,000
Total assets
$4,491,435
-2.0% vs 2024
Primary geography
Texas (90% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Davis 4WARD Family Foundation funds

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Sky High for Kids: $203KSky High for Kids$203KAGC Education & Research Foundation: $25KAGC Education & ResearchFoundation$25KTexas A&M University 12TH Man Foundation: $25KTexas A&M University 12TH ManFoundation$25KAnderson County Youth Livestock Assn: $25KAnderson County YouthLivestock Assn$25KDucks Unlimited Inc: $4KDucks Unlimited Inc$4K

The largest 2025 recipient was Sky High for Kids ($203K). Together the top 5 received $282K.

Grant Size Distribution

20 grants across all recorded years

15<$50K4$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 15 grants of 20 (75%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

PalestineHoustonConroeCollege StationArlingtonJacksonvilleLeague CityMemphis

How Davis 4WARD Family Foundation gives

  • Giving grew 61% from 2022 to 2025. Method
  • In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K4 grants2022 4 grants2023 7 grants2024 5 grants2025

From 2022 to 2025, annual grant giving ranged from $126K (2023) to $282K (2025). In 2025 it made 5 grants totaling $282K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Sky High for Kids Houston, TXUnrestricted General$202,945
AGC Education & Research Foundation Arlington, VAUnrestricted General$25,000
Texas A&M University 12TH Man Foundation College Station, TXUnrestricted General$25,000
Anderson County Youth Livestock Assn Palestine, TXUnrestricted General$25,000
Ducks Unlimited Inc Memphis, TNUnrestricted General$3,736
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$4,491,435$232,058$328,492$281,6815$299,478$196,965$325,197
2024$4,583,358$212,918$169,440$131,9507$146,816$170,443$296,547
2023$4,540,935$-93,869$178,998$126,0004$139,032$89,929$250,288
2022$4,815,386$5,017,072$199,992$175,0004$190,010$42,455$210,704

Under IRS private-foundation payout rules, Davis 4WARD Family Foundation reported a distributable amount of $325K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Davis 4WARD Family Foundation is led by John T. Davis III, Director & President on every filing since 2022; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • John T. Davis III

    Director & President

    On filings since 2022

    No compensation reported

  • Jacquelyn Newton

    Director

    On filings since 2022

    No compensation reported

  • Reagan Green

    Director

    On filings since 2022

    No compensation reported

  • Teresa L. Davis

    Directory & Secretary

    On filings since 2022

    No compensation reported

Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Davis 4WARD Family Foundation

How much does Davis 4WARD Family Foundation give each year?

Davis 4WARD Family Foundation gave $282K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $132K across 7 grants.

What is Davis 4WARD Family Foundation's typical grant size?

Davis 4WARD Family Foundation's median grant in 2025 was $25,000, and its average grant was $56,336, across 5 grants on its 2025 IRS Form 990-PF.

Where does Davis 4WARD Family Foundation give grants?

Davis 4WARD Family Foundation gives mostly in Texas: 90% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Virginia (9%).

Does Davis 4WARD Family Foundation give general operating support?

Yes: 100% of Davis 4WARD Family Foundation's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Davis 4WARD Family Foundation's largest grantees?

Davis 4WARD Family Foundation's largest 2025 grantees include Sky High for Kids ($202,945), AGC Education & Research Foundation ($25,000) and Texas A&M University 12TH Man Foundation ($25,000), according to its 2025 IRS Form 990-PF. Together they received 90% of its itemized 2025 grant dollars.

How large is Davis 4WARD Family Foundation?

Davis 4WARD Family Foundation reported $4.5M in total assets on its 2025 IRS Form 990-PF. It paid out $299K in qualifying distributions that year, against a required minimum of $325K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Davis 4WARD Family Foundation's EIN?

Davis 4WARD Family Foundation's EIN (Employer Identification Number) is 87-4000838. IRS Form 990 filing data is available on this page for 2022–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(5)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2022 (received by the IRS July 27, 2023)
  2. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
  3. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
  4. Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
  5. IRS filings on file for fiscal years 2022–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Davis 4WARD Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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