Davis 4WARD Family Foundation
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.
Key facts about Davis 4WARD Family Foundation
In short: Davis 4WARD Family Foundation gave $282K across 5 grants in 2025 (avg $56K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- EIN
- 87-4000838
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $281,681
- Grants made (2025)
- 5
- Average grant
- $56,336
- Median grant
- $25,000
- Total assets
- $4,491,435
- Primary geography
- Texas (90% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.5M
-2.0% YoY
Annual Giving
$282K
+113.5% YoY
Grant Count
5
-28.6% YoY
Avg Grant Size
$56K
+198.9% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $126K (2023) to $282K (2025). In 2025 it made 5 grants totaling $282K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
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
The most common grant size was under $50K: 15 grants of 20 (75%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sky High for Kids Houston, TX | Unrestricted General | $202,945 |
| AGC Education & Research Foundation Arlington, VA | Unrestricted General | $25,000 |
| Texas A&M University 12TH Man Foundation College Station, TX | Unrestricted General | $25,000 |
| Anderson County Youth Livestock Assn Palestine, TX | Unrestricted General | $25,000 |
| Ducks Unlimited Inc Memphis, TN | Unrestricted General | $3,736 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,491,435 | $4,583,358 | $4,540,935 |
| Revenue | $232,058 | $212,918 | $-93,869 |
| Expenses | $328,492 | $169,440 | $178,998 |
| Qualifying Distributions | $299,478 | $146,816 | $139,032 |
| Net Investment Income | $196,965 | $170,443 | $89,929 |
| Distributable Amount | $325,197 | $296,547 | $250,288 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- IRS filings on file for fiscal years 2022–2024
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.
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