DAVIDOW FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DAVIDOW FAMILY FOUNDATION (EIN 77-0449213)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-03
- IRS object ID
- 202311239349101961
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-03T17:25:36-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 PAGE MILL ROAD | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94304 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770449213 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIDOW FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 6508547236 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 ROBLES DRIVE | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM DAVIDOW SONJA DAVIDOW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6508547236 | PhoneNum |
| Signature | 2023-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | DAVIDOW SONJA DAVIDO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT N HOFFMAN | PreparerPersonNm |
| PTIN | P01062419 | PTIN |
| Phone | 6508458100 | PhoneNum |
| Preparation | 2023-04-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,213,075 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $534,074 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $534,074 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$160,272 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,852 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,180 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,549 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $385,982 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $539,623 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,871 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,871 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,595 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,496 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,408 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,407 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,374 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,928,260 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,928,260 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,024,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,928,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,638,652 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $479,849 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,265,960 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $886,126 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $886,126 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,720 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,778 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,720 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,720 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $3,000,872 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,500,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,500,000 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,328,386 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,914,985 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,883,799 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,090,316 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,750,989 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,109,482 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $911,389 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $912,062 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,827,948 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,599,701 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,969,882 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,213,075 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $19,331 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $29,831 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $19,331 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,831 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $20,580,370 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,940,051 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,580,370 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,940,051 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,599,701 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,969,882 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,580,370 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,638,652 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,941,718 | SubtotalAmt |
| Other Decreases | $1,667 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,940,051 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | 2022-01-01 | 2022-12-31 | $24,993 | -$24,993 | -$24,993 | ||
| SALES OF PUBLICLY TRADED SECURITIES | 2021-01-01 | 2022-12-31 | $189,131 | -$189,131 | -$189,131 | ||
| CAPITAL GAINS DISTRIBUTION | 2021-01-01 | 2022-12-31 | $1,292 | $1,292 | P | $1,292 | |
| DIVERSIFIED REAL ESTATE FUND - FLOWTHROUGH GAIN (LOSS) | 2021-01-01 | 2022-12-31 | $52,560 | $52,560 | P | $52,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$160,272 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,670 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,670 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,670 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $62 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,062 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,392 | OverpaymentAmt |
| Applied To ES Tax | $3,392 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM H DAVIDOW | IndividualWithBooksNm |
| Phone | 6508547236 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 ROBLES AVENUE | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM H DAVIDOW SONJA A DAVIDOW | ||||||||
| 85 ROBLES DRIVE | WOODSIDE | CA | 94062 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CAROLYN DAVIDOW PUTNEY | ||||||||
| 2887 WOODSIDE ROAD | WOODSIDE | CA | 94062 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| REBECCA DAVIDOW LOGAN | ||||||||
| 2995 WOODSIDE STE 400-420 | WOODSIDE | CA | 94062 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,264,625 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,108,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,373,140 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,373,140 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $230,597 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,142,543 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $757,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $757,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,670 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,064 | IncomeTaxAmt |
| Total Tax | $7,734 | TotalTaxAmt |
| Distributable Before Adj | $749,393 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $749,393 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $749,393 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,928,260 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,928,260 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $749,393 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $727,300 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $127,233 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,208,241 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $274,712 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,393,416 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,730,902 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,928,260 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $749,393 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,178,867 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,909,769 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $727,300 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,182,469 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $127,233 | ExcessFromYear4Amt |
| Excess From Year3 | $2,208,241 | ExcessFromYear3Amt |
| Excess From Year2 | $274,712 | ExcessFromYear2Amt |
| Excess From Year1 | $6,393,416 | ExcessFromYear1Amt |
| Excess From Current Year | $6,178,867 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM H DAVIDOW SONJA A DAVIDOW | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC5-32 | PASADENA | CA | 91125 | N/A | PUBLIC CHARITY | GENERAL FUND | $500,000 |
| KIPP BAY AREA SCHOOLS | |||||||
| 1000 BROADWAY STE 400 | OAKLAND | CA | 94607 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000,000 |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DR | SAN FRANCISCO | CA | 94118 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| DARTMOUTH COLLEGE | |||||||
| 20 NORTH MAIN STREET | HANOVER | NH | 03755 | N/A | PUBLIC CHARITY | GENERAL FUND | $12,500 |
| ST LAWRENCE UNIVERSITY | |||||||
| 23 ROMODA DR | CANTON | NY | 13617 | N/A | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| SING FOR AMERICA | |||||||
| 462 BUENA VISTA AVE EAST | SAN FRANCISCO | CA | 94117 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| WOODSIDE PRIORY SCHOOL | |||||||
| 302 PORTOLA RD | PORTOLA VALLEY | CA | 94028 | N/A | PUBLIC CHARITY | SCHOLARSHIP | $50,000 |
| COLBY-SAWYER COLLEGE | |||||||
| 541 MAIN ST | NEW LONDON | NH | 03257 | N/A | PUBLIC CHARITY | CLASS 1956 | $50,000 |
| SF SYMPHONY | |||||||
| 201 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| POST | |||||||
| 60 S MARKET ST | SAN JOSE | CA | 95113 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CHP 11-99 FOUNDATION | |||||||
| 3188 AIRWAY AVE SUITE C | COSTA MESA | CA | 92626 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| GRATEFUL GUITARS | |||||||
| 2995 WOODSIDE ROAD SUITE 260 | WOODSIDE | CA | 94062 | N/A | PUBLIC CHARITY | GENERAL FUND | $20,000 |
| PHI BETA KAPPA | |||||||
| 1606 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20009 | N/A | PUBLIC CHARITY | GENERAL FUND | $60 |
| CRYSTAL SPRINGS UPLANDS SCHOOL | |||||||
| 400 UPLANDS DR | HILLSBOROUGH | CA | 94010 | N/A | PUBLIC CHARITY | ANDY & BECKY LOGAN THRIVE TOGETHER CAMPAIGN | $50,000 |
| FIT KIDS | |||||||
| 1143 CRANE STREET SUITE 203 | MENLO PARK | CA | 94025 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| MENLO CHARITY HORSE SHOW INC | |||||||
| 190 PARK LANE | ATHERTON | CA | 94027 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| THE COMPUTER HISTORY MUSEUM | |||||||
| 1401 N SHORELINE BLVD | MOUNTAIN VIEW | CA | 94043 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC5-32 | PASADENA | CA | 91125 | N/A | PUBLIC CHARITY | NECHES SCHOLARSHIP | $50,000 |
| PETS IN NEED | |||||||
| 3281 E BAYSHORE ROAD | PALO ALTO | CA | 94303 | N/A | PUBLIC CHARITY | MEMORIAL GIFT | $200 |
| SIEPR (STANDORD INSTITUTE FOR ECONOMIC POLICY RESEARCH) | |||||||
| 366 GALVEZ STREET | STANFORD | CA | 94305 | N/A | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| DARTMOUTH COLLEGE | |||||||
| 20 NORTH MAIN STREET | HANOVER | NH | 03755 | N/A | PUBLIC CHARITY | DAVIDOW SCHOLARSHIP FUND | $1,000,000 |
| FRIENDS OF HUDDART & WUNDERLICH | |||||||
| 2961 WOODSIDE RD | WODDSIDE | CA | 94062 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| PORTLAND MUSEUM OF ART | |||||||
| 7 CONGRESS SQ | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | ANNUAL FUND | $1,000 |
| WOODSIDE COMMUNITY FOUNDATION | |||||||
| PO BOX 620494 | WOODSIDE | CA | 94062 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| LAKE CHAMPLAIN CHAPTER OF THE ANTIQUE AND CLASSIC BOAT SOCIETY | |||||||
| PO BOX 9368 | SOUTH BURLINGTON | VT | 05407 | N/A | PUBLIC CHARITY | MEMORY OF BILL TRUEY | $500 |
| DAWN REDWOOD TRUST | |||||||
| ONE BLACKFIELD DRIVE SUITE 331 | TIBURON | CA | 94920 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| SF SYMPHONY | |||||||
| 201 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | MEMORY OF PAUL BISSINGER | $1,000 |
| THE NATURE CONSERVANCY | |||||||
| 620 DAVIS ST | SAN FRANCISCO | CA | 94111 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC5-32 | PASADENA | CA | 91125 | N/A | PUBLIC CHARITY | ANNUAL FUND | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,928,260 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $534,074 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,180 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$160,272 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $385,982 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $385,982 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY FLOATING RATE H | $310,614 | $296,336 |
| PIMCO TOTAL RETURN INSTL PTTRX | $428,825 | $358,400 |
| VANGUARD INFLATION-PROTECT SEC ADM | $2,007,074 | $1,697,383 |
| VANGUARD ST INV-GRADE ADM FUNDS | $2,445,051 | $2,229,415 |
| PIMCO DYNAMIC BOND INSTL | $175,881 | $165,559 |
| PIMCO EMERGING MARKETS BOND INSTL | $47,827 | $37,771 |
| PIMCO EMERGING MARKETS LCL CCY AND BD INSTL | $20,797 | $18,760 |
| DFA ONE-YEAR FIXED INCOME | $227,243 | $225,229 |
| PIMCO INTERNATIONAL BOND UNHEDGED INSTL | $25,645 | $23,367 |
| PIMCO INTERNATIONAL BOND USD-HEDGED INSTL | $62,032 | $57,262 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE S&P 500 | $639,549 | $600,182 |
| PARAMETRIC CMDY STRAT | $294,948 | $313,386 |
| SPDR S&P MIDCAP 400 ETF | $487,986 | $762,277 |
| VANGUARD SHRT INF PROT SEC INDEX | $1,150,203 | $1,063,613 |
| ISHARES CORE MSCI EAFE | $1,690,708 | $1,570,740 |
| ISHARES CORE S&P SMALL CAP ETF | $82,866 | $71,047 |
| ISHARES IBOXX HIGH YIELD BOND ETF | $136,722 | $115,641 |
| SPDR BLMRG SHR TR HG YLD | $127,003 | $113,078 |
| VANGUARD COMMODITY STRATEGY ADMIRAL | $305,000 | $273,835 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,500,000 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,500,000 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TOWNSEND DIVERSIFIED REAL ESTATE FUND LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $912,062 | BookValueAmt |
| EOYFMV | $1,827,948 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED BOOK ADJUSTMENT | Desc |
| Amt | $1,667 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEDUCTIONS FROM FLOWTHROUGH: DIVERSIFIED REAL ESTATE FUND | $8,407 | $8,407 | $0 |
| NON-DEDUCTIBLE EXPENSES | $1 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM FLOWTHROUGH - DIVERSIFIED REAL ESTATE FUND | $12,180 | $12,180 | $12,180 |
| UBTI INCOME EXCLUDED REPORTED ON 990-T | $0 | -$6,631 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSABLE EXPENSES | Desc |
| BOY Book Value | $19,331 | BOYBookValueAmt |
| EOY Book Value | $29,831 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $47,871 | Amt |
| Net Investment Income | $47,871 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM AND SONJA DAVIDOW | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 ROBLES DR | AddressLine1Txt |
| City | WOODSIDE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94062 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $25,163 | $0 | $0 |
| FOREIGN TAX | $3,496 | $3,496 | $0 |
| FRANCHISE TAX BOARD | $136 | $0 | $0 |
| LICENSE AND COMPLIANCE FEES | $800 | $0 | $0 |