Davis Charitable Tr

Austin, TX
Tax-exempt since Feb. 2001
EIN: 74-6456780

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

Donations to this organization are tax deductible.

Revenue

$437k (2024)

Expenses

$394k (2024)

Total Assets

$3.7M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$436,999

Expenses

$394,209

Net Income

$42,790

Net Assets

$3,695,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$101,928	23.3%
Sales of Assets	$335,071	76.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$380,131	96.4%
Compensation of Officers*	$46,727	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,695,072
Total Liabilities	$0
Net Assets	$3,695,072

Compensation

Key Employees and Officers	Compensation	Other
The Northern Trust Company (Trustee)	$46,727	$0

990-PF

Filed on Oct. 5, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$109,805

Expenses

$179,420

Net Income

-$69,615

Net Assets

$3,652,282

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$116,173	> 100%
Sales of Assets	-$6,368
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,290	78.2%
Compensation of Officers*	$43,483	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,652,282
Total Liabilities	$0
Net Assets	$3,652,282

Compensation

Key Employees and Officers	Compensation	Other
The Northern Trust Company (Trustee)	$43,483	$0

990-PF

Filed on Nov. 11, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$78,877

Expenses

$149,970

Net Income

-$71,093

Net Assets

$3,721,897

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$124,110	> 100%
Sales of Assets	-$45,233
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$117,930	78.6%
Compensation of Officers*	$44,870	29.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,721,897
Total Liabilities	$0
Net Assets	$3,721,897

Compensation

Key Employees and Officers	Compensation	Other
The Northern Trust Company (Trustee)	$44,870	$0

990-PF

Filed on July 13, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$614,051

Expenses

$127,162

Net Income

$486,889

Net Assets

$3,792,990

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,083	16.3%
Sales of Assets	$513,968	83.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,808	91.1%
Compensation of Officers*	$35,287	27.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,792,990
Total Liabilities	$0
Net Assets	$3,792,990

Compensation

Key Employees and Officers	Compensation	Other
The Northern Trust Company (Trustee)	$35,287	$0

990-PF

Filed on Nov. 3, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$94,801

Expenses

$188,326

Net Income

-$93,525

Net Assets

$3,306,100

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,118	89.8%
Sales of Assets	$9,683	10.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,819	96.0%
Compensation of Officers*	$27,740	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,306,101
Total Liabilities	$1
Net Assets	$3,306,100

Compensation

Key Employees and Officers	Compensation	Other
Northern Trust Company Of Texas (Trustee)	$27,740	$0

990-PF

Filed on Nov. 15, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$152,204

Expenses

$170,632

Net Income

-$18,428

Net Assets

$3,399,625

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,300	2.8%
Dividends	$104,765	68.8%
Sales of Assets	$43,139	28.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,542	82.4%
Compensation of Officers*	$27,833	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,399,626
Total Liabilities	$1
Net Assets	$3,399,625

Compensation

Key Employees and Officers	Compensation	Other
Northern Trust Company Of Texas (Trustee)	$27,833	$0

990-PF

Filed on May 20, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

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

Fiscal Year Ending Dec.
2017

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

Fiscal Year Ending Dec.
2016

Revenue

$60,627

Expenses

$232,259

Net Income

-$171,632

Net Assets

$3,306,840

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,902	26.2%
Dividends	$79,423	> 100%
Sales of Assets	-$34,698
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$223,450	96.2%
Compensation of Officers*	$27,871	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,306,840
Total Liabilities	$0
Net Assets	$3,306,840

Compensation

Key Employees and Officers	Compensation	Other
Northern Trust Company Of Texas (Trustee)	$27,871	$0

990-PF

Filed on July 31, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$181,654

Expenses

$135,690

Net Income

$45,964

Net Assets

$3,478,472

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,612	9.7%
Dividends	$74,487	41.0%
Sales of Assets	$89,555	49.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,546	94.7%
Compensation of Officers*	$29,131	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,478,472
Total Liabilities	$0
Net Assets	$3,478,472

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$175,499

Expenses

$194,077

Net Income

-$18,578

Net Assets

$3,432,508

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19,898	11.3%
Dividends	$79,257	45.2%
Sales of Assets	$76,344	43.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,097	90.7%
Compensation of Officers*	$29,995	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,432,508
Total Liabilities	$0
Net Assets	$3,432,508

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$338,400

Expenses

$191,033

Net Income

$147,367

Net Assets

$3,451,086

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37,368	11.0%
Dividends	$84,766	25.0%
Sales of Assets	$216,266	63.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$177,348	92.8%
Compensation of Officers*	$29,022	15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,451,086
Total Liabilities	$0
Net Assets	$3,451,086

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$209,120

Expenses

$177,070

Net Income

$32,050

Net Assets

$3,303,719

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34,043	16.3%
Dividends	$83,536	39.9%
Sales of Assets	$91,541	43.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,982	92.0%
Compensation of Officers*	$27,850	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,318,662
Total Liabilities	$14,943
Net Assets	$3,303,719

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$209,314

Expenses

$169,580

Net Income

$39,734

Net Assets

$3,271,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40,138	19.2%
Dividends	$99,682	47.6%
Sales of Assets	$69,494	33.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,749	98.3%
Compensation of Officers*	$23,940	14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,287,893
Total Liabilities	$16,224
Net Assets	$3,271,669

990-PF

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

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

Davis Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $437k (2024)

Expenses $394k (2024)

Total Assets $3.7M (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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

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

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$437k (2024)

Expenses

$394k (2024)

Total Assets

$3.7M (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

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001