The Joe and Lisa Davis Family
The Joe and Lisa Davis Family is a private foundation focused on International, Foreign Affairs & National Security, based in Encinitas, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $92K in total assets. In 2024, it awarded 3 grants totaling $23K.
The Joe and Lisa Davis Family at a glance
In short: The Joe and Lisa Davis Family gave $23K across 3 grants in 2024 (avg $8K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $23,356
- +16.8% vs 2023
- Grants made (2024)
- 3
- +200.0% vs 2023
- Average grant
- $7,785
- -61.1% vs 2023
- Median grant
- $7,000
- Total assets
- $92,431
- +13.2% vs 2023
- Primary geography
- California (73% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Joe and Lisa Davis Family funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Meg Brown Animal Rescue ($10K). Together the top 3 received $23K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 14 grants of 14 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
States
Cities
How The Joe and Lisa Davis Family gives
- Giving grew 55% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). 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
From 2020 to 2024, annual grant giving ranged from $15K (2021) to $62K (2020). In 2024 it made 3 grants totaling $23K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Meg Brown Animal Rescue Escondido, CA | General Purpose | $10,000 |
| The Village Church Rancho Santa Fe, CA | General Purpose | $7,000 |
| Round River Ranch Gypsum, CO | General Purpose | $6,356 |
Ready to take the next step with The Joe and Lisa Davis Family?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $92,431 | $34,100 | $23,356 | $23,356 | 3 | $23,356 | — | $2,330 |
| 2023 | $81,687 | $50,100 | $20,000 | $20,000 | 1 | $20,000 | — | $2,213 |
| 2022 | $51,587 | $80,000 | $52,312 | $52,307 | 4 | $52,312 | — | $749 |
| 2021 | $23,899 | $10,001 | $15,086 | $15,086 | 1 | $15,086 | $1 | $1,386 |
| 2020 | $28,985 | $45,002 | $64,673 | $61,513 | 5 | — | $2 | $2,389 |
Under IRS private-foundation payout rules, The Joe and Lisa Davis Family reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Joe and Lisa Davis Family is led by Joseph M. Davis, President since 2024 (on filings since 2020); none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Joseph M. Davis
President
President & Director → President, 2024
On filings since 2020
No compensation reported
Lisa Davis
Secretary & CFO
Secretary, CFO & Director → Secretary & CFO, 2024
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 The Joe and Lisa Davis Family
How much does The Joe and Lisa Davis Family give each year?
The Joe and Lisa Davis Family gave $23K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $20K across 1 grant.
What is The Joe and Lisa Davis Family's typical grant size?
The Joe and Lisa Davis Family's median grant in 2024 was $7,000, and its average grant was $7,785, across 3 grants on its 2024 IRS Form 990-PF.
Where does The Joe and Lisa Davis Family give grants?
The Joe and Lisa Davis Family gives mostly in California: 73% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Colorado (27%).
Does The Joe and Lisa Davis Family give general operating support?
Yes: 100% of The Joe and Lisa Davis Family's 2024 grants with a stated purpose (3 of 3) were for general or operating support, per its 2024 IRS Form 990-PF.
How large is The Joe and Lisa Davis Family?
The Joe and Lisa Davis Family reported $92K in total assets on its 2024 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $2K (roughly 5% of its investment assets).
What is The Joe and Lisa Davis Family?
The Joe and Lisa Davis Family is a private foundation focused on International, Foreign Affairs & National Security, based in Encinitas, CA. It holds $92K in total assets as of 2024.
What is The Joe and Lisa Davis Family's EIN?
The Joe and Lisa Davis Family's EIN (Employer Identification Number) is 81-0699441. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Other open foundation grants in California
California Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Joe and Lisa Davis Family's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Allison and Robert Price Family
La Jolla, CA
The Allison and Robert Price Family Foundation supports charitable organizations, with recent grants for wildfire relief and Parkinson’s research; its 2025 grants ranged from $250 to $5,000. Most 2025 funding went to California recipients, with a small share going to Maryland, and it accepts only requests from preselected organizations—not unsolicited requests.
Assets
$105K
Grants
2
Total Given
$5K
Faulkner Foundation
Solana Beach, CA
Assets
$2.2M
Grants
2
Total Given
$227K
Dankberg Family Foundation
Encinitas, CA
Assets
$4.1M
Grants
1
Total Given
$48K
JW & Resource Floors Outreach
San Diego, CA
Assets
$67K
Grants
2
Total Given
$26K
Hedwig S Johannsen Trust
San Marcos, CA
Assets
$2.2M
Grants
8
Total Given
$202K
Goulet Family Foundation
Flower Mound, TX
Assets
$331K
Grants
10
Total Given
$9K
More similar funders
More Funders in California
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Joe and Lisa Davis Family'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.
The Joe and Lisa Davis Family down — hundreds of funders to go?