The Happy Davis Foundation Inc

EIN 203246052

Lake Success, NY 11042 |(800) 839-1754

Total Given 2018–2023
$5.9M
11 grants · $983K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$25K
typical mid grants · $18K–$200K
grant size
11%
transactional · 1/9 multi-year
repeat
$3.8M
Assets (2024)
9
Distinct Recipients

About

As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2018, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $5,705,000. This amount represents 25% or more of the Foundation's net assets of $8,083,702 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2018. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone (800) 839-1754

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2018 $5.7M $2.6M $614K 7
2020 $180K $3.2M $99K 3
2021 N/A $3.5M $296K N/A
2022 N/A $3.2M $217K N/A
2023 $15K $3.5M $152K 1
2024 N/A $3.8M $283K N/A

Grant Size Distribution

Based on 11 grants on record

Minimum
$10K
25th Pctl
$18K
Median
$25K
Average
$536K
75th Pctl
$200K
Maximum
$5.0M

Geographic Distribution

US Grant Distribution Map

Officers & Directors

RD
Ray C Davis 6+ yrs
President, Dir, Sec Leadership
KD
Kris Davis 6+ yrs
Dir, Vice President Leadership
LD
Linda Davis
Dir

Grants Awarded (11 total)

Purpose
Mercy Ships International Lindale, TX $5,000,000 General & Unrestricted 2018
Fort Worth Zoological Association Inc Fort Worth, TX $250,000 Zoo2020: A Perfect Vision Project 2018
Fort Worth Zoological Association Inc Fort Worth, TX $250,000 Zoo2020: A Perfect Vision Project 2018
Wine to Water Boone, NC $150,000 General & Unrestricted 2018
Wine to Water Boone, NC $150,000 General & Unrestricted 2020
Kids Who Care Inc Fort Worth, TX $25,000 General & Unrestricted 2018
Four Rivers Outreach Inc Sherman, TX $20,000 General & Unrestricted 2018
Dallas Margarita Society Inc Dallas, TX $20,000 General & Unrestricted 2020
Southwest Christian School Inc Fort Worth, TX $15,000 General & Unrestricted 2023
Heartlight Ministries Hallsville, TX $10,000 General & Unrestricted 2018
Texoma Health Foundation Denison, TX $10,000 Reba's Ranch House Project 2020