Holbrook R & Sarah M Davis Foundation is a 501(c)(3) organization based in Cotuit, Massachusetts, registered in 1982, with $48,180 in FY2025 revenue. CharityIndex grades it D.
Revenue (FY2025)
$48K
▲ 54.4% vs prior year
Expenses (FY2025)
$62K
Net assets
$1.2M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Holbrook R & Sarah M Davis Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Holbrook R & Sarah M Davis Foundation: 223 mo reserves · -29% margin earns a D on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Holbrook R & Sarah M Davis Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Holbrook R & Sarah M Davis Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $19K (FY2020) to $48K (FY2025) across 6 reported years.
Financial snapshot
Operating margin
-28.9%
Spent more than it raised in the latest fiscal year.
Total assets
$1.2M
Total liabilities
$0
Net assets
$1.2M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $48,180▲54.4% | $62,093▲20.6% | $1,152,086▼1.2% | $1,152,086▼1.2% | 990PF |
| 2024 | $31,206▲44.7% | $51,476▼13.6% | $1,166,577▼1.7% | $1,166,577▼1.7% | 990PF |
| 2023 | $21,561▲2327% | $59,602▼8.5% | $1,186,847▲16.7% | $1,186,847▲16.7% | 990PF |
| 2022 | -$968▼100% | $65,133▲10.1% | $1,017,419▼21.6% | $1,017,419▼21.6% | 990PF |
| 2021 | $881,388▲4498% | $59,145▼8.5% | $1,297,590▲176% | $1,297,590▲176% | 990PF |
| 2020 | $19,168 | $64,619 | $469,459 | $469,459 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Holbrook R & Sarah M Davis Foundation (EIN 04-2728175) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.