Skip to content
ProPublica Donate
ProPublica Donate

Barry Matthew And Caroline Kelly Davis Family Foundation Inc

  • N Palm Beach, FL
  • Tax-exempt since Jan. 2008
  • EIN: 26-1219223

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$19.2k (2022)

Expenses
$690k (2022)

Total Assets
$28.5k (2022)

Total Liabilities
$0 (2022)

Source: Form 990 tax filings from 2010 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,173
Expenses
$690,190
Net Income
-$671,017
Net Assets
$28,529
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,839
46.1%
Sales of Assets $10,334
53.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $690,190
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $28,529
Total Liabilities $0
Net Assets $28,529
Compensation
Key Employees and Officers Compensation Other
Barry (Davis) $0 $0

Document Links

990-PF
Filed on Nov. 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$121,145
Expenses
$33,288
Net Income
$87,857
Net Assets
$699,546
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,853
2.4%
Sales of Assets $118,292
97.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,288
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $699,546
Total Liabilities $0
Net Assets $699,546
Compensation
Key Employees and Officers Compensation Other
Barry Matthew Davis (Co Trustee) $0 $0
Caroline Kelly Davis Dec'd (0) $0 $0

Document Links

990-PF
Filed on May 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,423
Expenses
$33,901
Net Income
-$8,478
Net Assets
$612,688
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,275
12.9%
Interest Revenue $2,756
10.8%
Dividends $3,812
15.0%
Sales of Assets $15,580
61.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,300
98.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $612,689
Total Liabilities $1
Net Assets $612,688
Compensation
Key Employees and Officers Compensation Other
Barry Matthew Davis (Co Trustee) $0 $0
Caroline Kelly Davis Dec'd (Co Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 9, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$54,048
Expenses
$17,676
Net Income
$36,372
Net Assets
$621,166
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $3,822
7.1%
Dividends $8,072
14.9%
Sales of Assets $42,154
78.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,790
89.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $621,167
Total Liabilities $1
Net Assets $621,166
Compensation
Key Employees and Officers Compensation Other
Barry Matthew Davis (Co Trustee) $0 $0
Caroline Kelly Davis (Co Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$79,176
Expenses
$15,570
Net Income
$63,606
Net Assets
$584,795
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $99
0.1%
Interest Revenue $15
0.0%
Dividends $10,027
12.7%
Sales of Assets $69,035
87.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,551
74.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $584,795
Total Liabilities $0
Net Assets $584,795
Compensation
Key Employees and Officers Compensation Other
Barry Matthew Davis (Co Trustee) $0 $0
Caroline Kelly Davis (Co Trustee) $0 $0

Document Links

990-PF
Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$121,157
Expenses
$22,076
Net Income
$99,081
Net Assets
$521,189
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $34
0.0%
Interest Revenue $107
0.1%
Dividends $4,850
4.0%
Sales of Assets $116,166
95.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,844
85.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $521,189
Total Liabilities $0
Net Assets $521,189
Compensation
Key Employees and Officers Compensation Other
Barry Matthew Davis (Co Trustee) $0 $0
Caroline Kelly Davis (Co Trustee) $0 $0

Document Links

990-PF
Filed on May 30, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$166,876
Expenses
$19,087
Net Income
$147,789
Net Assets
$422,108
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,260
3.2%
Interest Revenue $3
0.0%
Dividends $9,800
5.9%
Sales of Assets $151,813
91.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,010
99.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $422,108
Total Liabilities $0
Net Assets $422,108
Compensation
Key Employees and Officers Compensation Other
Barry Matthew Davis (Co Trustee) $0 $0
Caroline Kelly Davis (Co Trustee) $0 $0

Document Links

990-PF
Filed on May 4, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,595
Expenses
$30,285
Net Income
-$17,690
Net Assets
$274,319
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,890
38.8%
Interest Revenue $4
0.0%
Dividends $7,701
61.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,187
99.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $274,319
Total Liabilities $0
Net Assets $274,319
Compensation
Key Employees and Officers Compensation Other
Barry Matthew Davis (Co Trustee) $0 $0
Caroline Kelly Davis (Co Trustee) $0 $0

Document Links

990-PF
Filed on March 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$9,297
Expenses
$19,166
Net Income
-$9,869
Net Assets
$292,009
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,390
47.2%
Interest Revenue $7
0.1%
Dividends $4,900
52.7%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,132
99.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $292,009
Total Liabilities $0
Net Assets $292,009
Compensation
Key Employees and Officers Compensation Other
Barry Matthew Davis (Co Trustee) $0 $0
Caroline Kelly Davis (Co Trustee) $0 $0

Document Links

990-PF
Filed on May 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,230
Expenses
$32,928
Net Income
-$698
Net Assets
$301,878
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,275
13.3%
Interest Revenue $4
0.0%
Dividends $3,200
9.9%
Sales of Assets $24,498
76.0%
Other Income $253
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,675
99.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $301,878
Total Liabilities $0
Net Assets $301,878
Compensation
Key Employees and Officers Compensation Other
Barry Matthew Davis (Co Trustee) $0 $0
Caroline Kelly Davis (Co Trustee) $0 $0

Document Links

990-PF
Filed on March 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,260
Expenses
$7,037
Net Income
$223
Net Assets
$302,575
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,741
51.5%
Interest Revenue $2
0.0%
Dividends $3,200
44.1%
Sales of Assets $0
Other Income $317
4.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,720
95.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $302,576
Total Liabilities $1
Net Assets $302,575

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,223
Expenses
$21,052
Net Income
-$829
Net Assets
$302,352
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,515
17.4%
Interest Revenue $6
0.0%
Dividends $3,250
16.1%
Sales of Assets $12,814
63.4%
Other Income $638
3.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,992
90.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $302,353
Total Liabilities $1
Net Assets $302,352

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$59,980
Expenses
$29,603
Net Income
$30,377
Net Assets
$303,255
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,915
6.5%
Interest Revenue $1
0.0%
Dividends $3,600
6.0%
Sales of Assets $52,464
87.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,515
99.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $303,255
Total Liabilities $0
Net Assets $303,255

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated