DAVIDOW FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: DAVIDOW FAMILY FOUNDATION (EIN 77-0449213)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-12
IRS object ID: 202201329349104655
Schema version: 2021v4.2
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
Schedule B
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 Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-12T18:03:13-05:00	ReturnTs
Tax Period End	2021-12-31	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	2021-01-01	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	2022-05-10	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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT N HOFFMAN	PreparerPersonNm
PTIN	P01062419	PTIN
Phone	6508458100	PhoneNum
Preparation	2022-05-10	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	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$21,865,356	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$25,694,922	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$547,487	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$543,730	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$867,876	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$24,976,648	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$24,257,822	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$17,336	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$15,502	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$25,391,869	TotalRevAndExpnssAmt
Total Net Invst Incm	$24,817,054	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	$11,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$12,344	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$12,344	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$327,045	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,444	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$3,798	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$2,792	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$354,187	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$16,580	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$7,081,629	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$7,081,629	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$7,435,816	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$16,580	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$7,081,629	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$17,956,053	ExcessRevenueOverExpensesAmt
Net Investment Income	$24,800,474	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$363,939	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,265,960	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,265,960	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$2,778	AcctRcvblAmt
Acct Rcvbl BOY	$1,381	AcctRcvblBOYAmt
Acct Rcvbl EOY	$2,778	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$2,778	AcctRcvblEOYFMVAmt
US Government Obligations BOY	$0	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$3,000,872	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$3,000,872	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$1,075,413	CorporateStockBOYAmt
Corporate Stock EOY	$5,194,520	CorporateStockEOYAmt
Corporate Stock EOYFMV	$5,902,993	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,069,275	CorporateBondsBOYAmt
Corporate Bonds EOY	$9,224,182	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$9,203,874	CorporateBondsEOYFMVAmt
Other Investments BOY	$13,827	OtherInvestmentsBOYAmt
Other Investments EOY	$911,389	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,488,879	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$2,523,835	TotalAssetsBOYAmt
Total Assets EOY	$20,599,701	TotalAssetsEOYAmt
Total Assets EOYFMV	$21,865,356	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$18,650	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$19,331	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$18,650	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$19,331	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	$2,505,185	RetainedEarningBOYAmt
Retained Earning EOY	$20,580,370	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$2,505,185	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$20,580,370	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$2,523,835	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$20,599,701	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$2,505,185	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$17,956,053	ExcessRevenueOverExpensesAmt
Other Increases	$119,132	OtherIncreasesAmt
Subtotal	$20,580,370	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$20,580,370	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Gross Sales PriceGrossSalesPriceAmt	How AcquiredHowAcquiredCd
SALES OF PUBLICITY TRADED SECURITIES	2021-01-01	2021-12-31	$28,433	-$28,433	-$28,433
SALES OF PUBLICITY TRADED SECURITIES	2020-01-01	2021-12-31	$569,224	$24,379,259	$24,379,259	$24,948,483
DIVERSIFIED REAL ESTATE FUND - FLOWTHROUGH GAIN (LOSS)	2020-01-01	2021-12-31		$8,420	$8,420	$8,420	P
TAX EFFICIENT INFLATION PROTECTION STRATEGY	2020-01-01	2021-12-31	$121,169	-$121,169	-$121,169		P
CAPITAL GAINS DIVIDENDS	2020-01-01	2021-12-31		$19,745	$19,745	$19,745	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$24,257,822	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$344,727	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$344,727	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$344,727	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$329,784	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$329,784	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$14,943	TaxDueAmt

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	$17,587,486	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$3,389,118	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$20,976,604	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$20,976,604	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$314,649	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$20,661,955	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,033,098	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,033,098	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$344,727	TaxBasedOnInvestmentIncomeAmt
Income Tax	$158	IncomeTaxAmt
Total Tax	$344,885	TotalTaxAmt
Distributable Before Adj	$688,213	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$688,213	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$688,213	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,081,629	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$7,081,629	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$688,213	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$99,517	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$727,300	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$127,233	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$2,208,241	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$274,712	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$3,437,003	TotalExcessDistributionCyovAmt
Qualifying Distributions	$7,081,629	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$688,213	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$6,393,416	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$9,830,419	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	$99,517	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$9,730,902	ExcessDistriCyovToNextYrAmt
Excess From Year4	$727,300	ExcessFromYear4Amt
Excess From Year3	$127,233	ExcessFromYear3Amt
Excess From Year2	$2,208,241	ExcessFromYear2Amt
Excess From Year1	$274,712	ExcessFromYear1Amt
Excess From Current Year	$6,393,416	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
ASSISTANCE DOGS OF THE WEST
P O BOX 31027	SANTA FE	NM	87594	N/A	PUBLIC CHARITY	GENERAL FUND	$5,000
CALIFORNIA ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DR	SAN FRANCISCO	CA	94118	N/A	PUBLIC CHARITY	ANNUAL DONORS- EXPLORER	$329
CALIFORNIA INSTITUTE OF TECHNOLOGY
1200 E CALIFORNIA BLVD MC5-32	PASADENA	CA	91125	N/A	PUBLIC CHARITY	TRUSTEE ANNUAL GIVING PROGRAM	$50,000
COLBY SAWYER COLLEGE
541 MAIN STREET	NEW LONDON	NH	03257	N/A	PUBLIC CHARITY	STUDENT AID EMERGENCY FUND	$50,000
COMPUTER HISTORY MUSEUM
1401 NORTH SHORELINE BLVD	MOUNTAIN VIEW	CA	94043	N/A	PUBLIC CHARITY	ANNUAL FUND	$5,000
FIT KIDS FOUNDATION
2682 MIDDLEFIELD RD SUITE P	REDWOOD CITY	CA	94063	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000
FRIENDS OF HUDDART & WUNDERLICH PARKS
2961 WOODSIDE RD	WOODSIDE	CA	94062	N/A	PUBLIC CHARITY	GENERAL FUND	$10,000
GUIDE DOGS FOR THE BLIND
PO BOX 151200	SAN RAFAEL	CA	94915	N/A	PUBLIC CHARITY	GENERAL FUND	$10,000
KQED
2601 MARIPOSA STREET	SAN FRANCISCO	CA	94110	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000
LILY'S LEGACY SENIOR DOG SANCTUARY
PO BOX 751002	PETALUMA	CA	949751002	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000
NATURAL RESOURCES COUNCIL OF MAINE
3 WADE STREEET	AUGUSTA	ME	04330	N/A	PUBLIC CHARITY	GENERAL FUND	$500
PETS IN NEED
871 FIFTH AVE	REDWOOD CITY	CA	94063	N/A	PUBLIC CHARITY	GENERAL FUND	$2,000
SAN FRANCISCO SYMPHONY
201 VAN NESS AVENUE	SAN FRANCISCO	CA	941024585	N/A	PUBLIC CHARITY	GENERAL FUND	$5,000
STANFORD UNIVERSITY
326 GALVEZ ST	STANFORD	CA	943056105	N/A	PUBLIC CHARITY	SIEPR GIFT	$25,000
THAYER SCHOOL
15 THAYER DR	HANOVER	NH	03755	N/A	PUBLIC CHARITY	GENERAL FUND	$12,500
THE DAWN REDWOODS CHARITABLE TRUST
1 BLACKFIELD DR SUITE 331	TIBURON	CA	94920	N/A	PUBLIC CHARITY	IN HONOR OF MAC MACCORKLE	$5,000
HORSE PARK AT WOODSIDE
3674 SAND HILL RD	REDWOOD CITY	CA	94062	N/A	PUBLIC CHARITY	GENERAL FUND	$25,000
UCSF FOUNDATION
220 MONTGOMERY ST 5TH FLOOR	SAN FRANCISCO	CA	94143	N/A	PUBLIC CHARITY	COVID FUND, CREATIVE ARTS STUDIO GIFT	$1,766,240
WOODSIDE PRIORY SCHOOL
302 PORTOLA ROAD	PORTOLA VALLEY	CA	94028	N/A	PUBLIC CHARITY	ANNUAL FUND	$50,000
DARTMOUTH COLLEGE
20 NORTH MAIN STREET	HANOVER	NH	037554400	N/A	PUBLIC CHARITY	GENERAL FUND	$12,500
FINE ARTS MUSEUMS OF SAN FRANCISCO
50 HAGIWARA TEA GARDEN DR	SAN FRANCISCO	CA	94118	N/A	PUBLIC CHARITY	GENERAL FUND	$10,000
HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALL	HONOLULU	HI	96813	N/A	PUBLIC CHARITY	GENERAL FUND	$25,000
NATIONAL AUDUBON SOCIETY
225 VARICK ST	NEW YORK	NY	10014	N/A	PUBLIC CHARITY	GENERAL FUND	$100
NCEFT
880 RUNNYMEDE RD	WOODSIDE	CA	94062	N/A	PUBLIC CHARITY	GENERAL FUND	$500
WOODSIDE COMMUNITY FOUNDATION
PO BOX 620494	WOODSIDE	CA	94062	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000
SAN FRANCISCO MUSEUM OF MODERN ART
151 3RD ST	SAN FRANCISCO	CA	94103	N/A	PUBLIC CHARITY	GENERAL FUND	$5,000,000
VESTED INTEREST IN K9S INC
PO BOX 9	EAST TAUNTON	MA	02718	N/A	PUBLIC CHARITY	GENERAL FUND	$960
MILLER CENTER FOR SOCIAL ENTREPRENEURSHIP
500 EL CAMINO REAL	SANATA CLARA	CA	95053	N/A	PUBLIC CHARITY	GENERAL FUND	$1,000
KAUA'I HISTORICAL SOCIETY
4396 RICE ST 101	LIHUE	HI	96766	N/A	PUBLIC CHARITY	GENERAL FUND	$5,000
CALTECH ASSOCIATES
1200 E CALIFORNIA BLVD	PASADENA	CA	91125	N/A	PUBLIC CHARITY	GENERAL FUNDS	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$7,081,629	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	$547,487	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$17,336	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$867,876	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	-$303,053	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$303,053	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	WILLIAM DAVIDOW	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	NOT DISCLOSED	AddressLine1Txt
City	WOODSIDE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94062	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$25,694,922	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	42,422 SHS OF PUBMATIC INC AND 300,000 SHS OF BERKELEY LIGHTS INCDATE RECEIVED: VARIOUS	NoncashPropertyDesc
Fair Market Value	$25,694,922	FairMarketValueAmt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$11,000	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 (7 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
FIDELITY FLOATING RATE H	$415,266	$413,673
PIMCO TOTAL RETURN INSTL PTTRX	$1,077,590	$1,078,622
VANGUARD INFLATION-PROTECT SEC ADM	$1,972,876	$2,034,816
VANGUARD ST INV-GRADE ADM FUNDS	$5,509,457	$5,428,367
PIMCO DYNAMIC BOND INSTL	$50,015	$49,953
PIMCO EMERGING MARKETS BOND INSTL	$45,089	$45,163
ISHARES IBOXX HIGH YIELD BOND ETF IV	$153,889	$153,280

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ISHARES CORE S&P 500	$899,932	$1,053,893
PARAMETRIC CMDY STRAT	$373,521	$391,237
SPDR S&P MIDCAP 400 ETF	$566,128	$966,955
CREDIT SUISSE COMMODITY RETURN STRATEGIES	$443,961	$399,931
VANGUARD SHRT INF PROT SEC INDEX	$674,418	$684,900
ISHARES CORE MSCI EAFE	$1,888,603	$2,055,305
PIMCO EMERGING MARKETS LCL CCY AND BD INSTL	$20,023	$20,041
ISHARES CORE S&P SMALL CAP ETF IV	$81,870	$84,739
SPDR BLMRG SHR TR HG YLD	$227,139	$225,880
VANGUARD GLBAL EX US REAL EST ETF IV	$3,687	$3,291
VANGUARD REAL ESTATE ETF IV	$15,238	$16,821

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$3,000,872	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$3,000,872	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	$911,389	BookValueAmt
EOYFMV	$1,488,879	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DEDUCTIONS FROM FLOWTHROUGH: DIVERSIFIED REAL ESTATE FUND	$2,418	$2,418	$0
NON-DEDUCTIBLE EXPENSES	$1,006	$0	$0
DEDUCTIONS FROM FLOWTHROUGH: TAX EFFICIENT INFLATION PROTECTION STRATEGY LLC	$299	$299	$0
MISCELLANEOUS EXPENSES	$75	$75	$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	$17,336	$17,336	$17,336
UBTI INCOME EXCLUDED REPORTED ON 990-T	$0	-$1,834	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED BOOK ADJUSTMENT	Desc
Amt	$119,132	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	REIMBURSABLE EXPENSES	Desc
BOY Book Value	$18,650	BOYBookValueAmt
EOY Book Value	$19,331	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$12,344	Amt
Net Investment Income	$12,344	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	$325,254	$0	$0
FOREIGN TAX	$1,444	$1,444	$0
FRANCHISE TAX BOARD	$118	$0	$0
LICENSE AND COMPLIANCE FEES	$229	$0	$0