The Joe and Lisa Davis Family

ENCINITAS, CA EIN: 81-0699441

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$92K

+13.2% YoY

Annual Giving

$23K

+16.8% YoY

Grant Count

3

+200.0% YoY

Avg Grant Size

$8K

-61.1% YoY

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.

About The Joe and Lisa Davis Family

Based on IRS filings

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

CarlsbadEncinitasEscondidoGypsumRancho Santa FeRosevilleSan Diego

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$22K$44K$66K$88K20202021202220232024
Metric202420232022
Total Assets$92,431$81,687$51,587
Revenue$34,100$50,100$80,000
Expenses$23,356$20,000$52,312
Qualifying Distributions$23,356$20,000$52,312
Net Investment Income
Distributable Amount$2,330$2,213$749

Giving Over Time

Total grant dollars and number of grants per year

$0$15K$31K$46K$62K5 grants20201 grants20214 grants20221 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Meg Brown Animal Rescue$10KThe Village Church$7KRound River Ranch$6K

Grant Size Distribution

14 grants across all recorded years

14<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Meg Brown Animal Rescue ($10,000), The Village Church ($7,000), Round River Ranch ($6,356).

RecipientPurposeAmount
Meg Brown Animal Rescue Escondido, CAGeneral Purpose$10,000
Round River Ranch Gypsum, COGeneral Purpose$6,356
The Village Church Rancho Santa Fe, CAGeneral Purpose$7,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOSEPH M DAVISPresident
LISA DAVISSecretary/CFO

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

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.

How large is The Joe and Lisa Davis Family?

As of 2024, The Joe and Lisa Davis Family holds $92K in total assets with $34K in annual revenue. It awarded 3 grants totaling $23K in 2024.

Where does The Joe and Lisa Davis Family operate?

The Joe and Lisa Davis Family has awarded grants in California, Colorado, Minnesota.

What size grants does The Joe and Lisa Davis Family award?

In 2024, The Joe and Lisa Davis Family awarded 3 grants totaling $23K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is The Joe and Lisa Davis Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Joe and Lisa Davis Family reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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

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