Doris Davies Foundation Inc

Victorville, CA
Tax-exempt since March 2011
EIN: 27-4472416

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) 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: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$255k (2024)

Expenses

$193k (2024)

Total Assets

$3.22M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$255,427

Expenses

$193,446

Net Income

$61,981

Net Assets

$3,216,122

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$31,932	12.5%
Interest Revenue	$33,027	12.9%
Dividends	$109,477	42.9%
Sales of Assets	$80,991	31.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,293	77.7%
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	$3,216,122
Total Liabilities	$0
Net Assets	$3,216,122

Compensation

Key Employees and Officers	Compensation	Other
Susanne Graham (Secretary/Treas)	$0	$0
Terry Caldwell (President)	$0	$0

990-PF

Filed on Nov. 18, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$235,701

Expenses

$164,953

Net Income

$70,748

Net Assets

$3,153,194

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$118,008	50.1%
Interest Revenue	$27,609	11.7%
Dividends	$90,211	38.3%
Sales of Assets	-$1,237
Other Income	$1,110	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$117,809	71.4%
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	$3,153,194
Total Liabilities	$0
Net Assets	$3,153,194

Compensation

Key Employees and Officers	Compensation	Other
Susanne Graham (Secretary/Treas)	$0	$0
Terry Caldwell (President)	$0	$0

990-PF

Filed on Oct. 30, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$637,515

Expenses

$166,742

Net Income

$470,773

Net Assets

$3,081,436

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,706	4.0%
Interest Revenue	$144	0.0%
Dividends	$69,701	10.9%
Sales of Assets	$538,833	84.5%
Other Income	$3,131	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,100	66.0%
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	$3,081,436
Total Liabilities	$0
Net Assets	$3,081,436

Compensation

Key Employees and Officers	Compensation	Other
Susanne Graham (Secretary/Treas)	$0	$0
Terry Caldwell (President)	$0	$0

990-PF

Filed on Nov. 16, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$797,494

Expenses

$132,214

Net Income

$665,280

Net Assets

$2,605,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$187,045	23.5%
Interest Revenue	$0
Dividends	$96,587	12.1%
Sales of Assets	$495,385	62.1%
Other Income	$18,477	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,875	69.5%
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	$2,605,610
Total Liabilities	$0
Net Assets	$2,605,610

Compensation

Key Employees and Officers	Compensation	Other
Susanne Graham (Secretary/Treas)	$0	$0
Terry Caldwell (President)	$0	$0

990-PF

Filed on Nov. 12, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$222,218

Expenses

$137,428

Net Income

$84,790

Net Assets

$1,940,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,433	2.4%
Interest Revenue	$33	0.0%
Dividends	$48,896	22.0%
Sales of Assets	$130,496	58.7%
Other Income	$37,360	16.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,375	67.9%
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	$1,940,394
Total Liabilities	$1
Net Assets	$1,940,393

Compensation

Key Employees and Officers	Compensation	Other
Susanne Graham (Secretary/Treas)	$0	$0
Terry Caldwell (President)	$0	$0

990-PF

Filed on Nov. 16, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$156,623

Expenses

$138,141

Net Income

$18,482

Net Assets

$1,850,935

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,338	6.6%
Interest Revenue	$411	0.3%
Dividends	$59,956	38.3%
Sales of Assets	$63,043	40.3%
Other Income	$22,875	14.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,000	65.9%
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	$1,850,936
Total Liabilities	$1
Net Assets	$1,850,935

Compensation

Key Employees and Officers	Compensation	Other
Susanne Graham (Secretary/Treas)	$0	$0
Terry Caldwell (President)	$0	$0

990-PF

Filed on Nov. 16, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$143,650

Expenses

$139,123

Net Income

$4,527

Net Assets

$1,832,371

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,515	9.4%
Interest Revenue	$300	0.2%
Dividends	$60,493	42.1%
Sales of Assets	$40,429	28.1%
Other Income	$28,913	20.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,750	63.8%
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	$1,832,371
Total Liabilities	$0
Net Assets	$1,832,371

Compensation

Key Employees and Officers	Compensation	Other
Susanne Graham (Secretary/Treas)	$0	$0
Terry Caldwell (President)	$0	$0

990-PF

Filed on Nov. 16, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$341,032

Expenses

$118,546

Net Income

$222,486

Net Assets

$1,827,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$136,664	40.1%
Interest Revenue	$254	0.1%
Dividends	$53,295	15.6%
Sales of Assets	$126,070	37.0%
Other Income	$24,749	7.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,884	65.7%
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	$1,827,445
Total Liabilities	$0
Net Assets	$1,827,445

Compensation

Key Employees and Officers	Compensation	Other
Susanne Graham (Secretary/Treas)	$0	$0
Terry Caldwell (President)	$0	$0

990-PF

Filed on Nov. 16, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$84,849

Expenses

$121,950

Net Income

-$37,101

Net Assets

$1,604,651

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,200	10.8%
Interest Revenue	$14	0.0%
Dividends	$51,881	61.1%
Sales of Assets	-$42,843
Other Income	$66,597	78.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,620	67.7%
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	$1,604,651
Total Liabilities	$0
Net Assets	$1,604,651

Compensation

Key Employees and Officers	Compensation	Other
Susanne Graham (Secretary/Treas)	$0	$0
Terry Caldwell (President)	$0	$0

990-PF

Filed on Nov. 16, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$125,676

Expenses

$118,921

Net Income

$6,755

Net Assets

$1,641,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,193	5.7%
Interest Revenue	$14	0.0%
Dividends	$38,949	31.0%
Sales of Assets	$79,520	63.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,539	67.7%
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	$1,641,640
Total Liabilities	$0
Net Assets	$1,641,640

Compensation

Key Employees and Officers	Compensation	Other
Susanne Graham (Secretary/Treas)	$0	$0
Terry Caldwell (President)	$0	$0

990-PF

Filed on Nov. 16, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$288,247

Expenses

$118,901

Net Income

$169,346

Net Assets

$1,634,235

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$132,765	46.1%
Interest Revenue	$12	0.0%
Dividends	$74,268	25.8%
Sales of Assets	$81,202	28.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,000	63.9%
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	$1,634,235
Total Liabilities	$0
Net Assets	$1,634,235

Compensation

Key Employees and Officers	Compensation	Other
Susanne Graham (Secretary/Treas)	$0	$0
Terry Caldwell (President)	$0	$0

990-PF

Filed on Nov. 16, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$269,948

Expenses

$102,720

Net Income

$167,228

Net Assets

$1,464,845

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$168,129	62.3%
Interest Revenue	$426	0.2%
Dividends	$40,524	15.0%
Sales of Assets	$60,869	22.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,000	60.4%
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	$1,464,845
Total Liabilities	$0
Net Assets	$1,464,845

Compensation

Key Employees and Officers	Compensation	Other
Susanne Graham (Secretary/Treas)	$0	$0
Terry Caldwell (President)	$0	$0

990-PF

Filed on Nov. 18, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$1,324,851

Expenses

$27,234

Net Income

$1,297,617

Net Assets

$1,297,616

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,225,268	92.5%
Interest Revenue	$11,909	0.9%
Dividends	$23,597	1.8%
Sales of Assets	$64,077	4.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
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	$1,297,617
Total Liabilities	$1
Net Assets	$1,297,616

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

Expenses

Net Income

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
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	$1
Total Liabilities	$1
Net Assets	$0

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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

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?

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 March 23, 2026

Doris Davies Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $255k (2024)

Expenses $193k (2024)

Total Assets $3.22M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$255k (2024)

Expenses

$193k (2024)

Total Assets

$3.22M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010