The Joe and Lisa Davis Family

Private foundation · Grantmaker 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.

Key facts about The Joe and Lisa Davis Family

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.

EIN
81-0699441
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$23,356
Grants made (2024)
3
Average grant
$7,785
Median grant
$7,000
Total assets
$92,431
Primary geography
California (73% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2024 grant dollars across all 3 itemized grants.

Cities

EncinitasRancho Santa FeCarlsbadEscondidoRosevilleGypsumSan Diego

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K5 grants2020 1 grant2021 4 grants2022 1 grant2023 3 grants2024

From 2020 to 2024, annual grant giving ranged from $15K (2021) to $62K (2020). In 2024 it made 3 grants totaling $23K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

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

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

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

The most common grant size was under $50K: 14 grants of 14 (100%).

Giving History

Grant recipients and amounts by year

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

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K2020 2021 2022 2023 2024
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
Distributable Amount$2,330$2,213$749

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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.

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