DAVIDOW FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DAVIDOW FAMILY FOUNDATION (EIN 77-0449213)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-17
- IRS object ID
- 202142299349100024
- Schema version
- 2020v4.1
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-17T17:35:37-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-08-17 | 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 | 2021-05-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $3,085,305 | 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 | $60,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $104,828 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $106,233 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $104,828 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,542 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,085 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $168,512 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $165,515 | 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 | $13,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,228 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,228 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,376 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,221 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,643 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,522 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,247 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,971 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $420,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $420,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $452,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,971 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $420,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$283,785 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,544 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $329,314 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $363,939 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $363,939 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,381 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,836 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,381 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,381 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,507,374 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,075,413 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,532,251 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $840,939 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,069,275 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,119,420 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $68,808 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,827 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,314 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,748,271 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,523,835 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,085,305 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $16,150 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $18,650 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $16,150 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,650 | 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 | $2,732,121 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,505,185 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,732,121 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,505,185 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,748,271 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,523,835 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,732,121 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$283,785 | ExcessRevenueOverExpensesAmt |
| Other Increases | $56,849 | OtherIncreasesAmt |
| Subtotal | $2,505,185 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,505,185 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| DIVERSIFIED REAL ESTATE FUND - FLOWTHROUGH GAIN (LOSS) | P | 2020-12-31 | $9,819 | $9,819 | $9,819 | |
| SALES OF PUBLICLY TRADED SECURITIES | P | 2020-12-31 | -$1,405 | -$1,405 | $1,405 | |
| SALES OF PUBLICLY TRADED SECURITIES | P | 2020-12-31 | $93,421 | $93,421 | $93,421 | |
| DIVERSIFIED REAL ESTATE FUND - FLOWTHROUGH GAIN (LOSS) | P | 2020-12-31 | $940 | $940 | $940 | |
| CAPITAL GAINS DIVIDENDS | P | $2,053 | $2,053 | $2,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $104,828 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,051 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,051 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,051 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,835 | 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 | $6,835 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,784 | OverpaymentAmt |
| Applied To ES Tax | $4,784 | 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 | 0 | 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 | $2,629,548 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $368,097 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,997,645 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,997,645 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,965 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,952,680 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $147,634 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $147,634 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,051 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $245 | IncomeTaxAmt |
| Total Tax | $2,296 | TotalTaxAmt |
| Distributable Before Adj | $145,338 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $145,338 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $145,338 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $420,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $420,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $420,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $145,338 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,533,954 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $99,517 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $727,300 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $127,233 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,208,241 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,696,245 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $420,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $145,338 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $274,712 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,970,957 | 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 | $2,533,954 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,437,003 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $99,517 | ExcessFromYear4Amt |
| Excess From Year3 | $727,300 | ExcessFromYear3Amt |
| Excess From Year2 | $127,233 | ExcessFromYear2Amt |
| Excess From Year1 | $2,208,241 | ExcessFromYear1Amt |
| Excess From Current Year | $274,712 | 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 (40 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 |
| BOK RANCH | |||||||
| 1815 CORDILLERAS ROAD | REDWOOD CITY | CA | 94062 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DR | SAN FRANCISCO | CA | 94118 | N/A | PUBLIC CHARITY | ANNUAL DONORS- EXPLORER | $10,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC5-32 | PASADENA | CA | 91125 | N/A | PUBLIC CHARITY | TRUSTEE ANNUAL GIVING PROGRAM | $50,000 |
| CHP 11-99 FOUNDATION | |||||||
| 2244 NORTH STATE COLLEGE BLVD | FULLERTON | CA | 92831 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| COFAM | |||||||
| 50 HAIGIWARA TEA GARDEN DR | SAN FRANCISCO | CA | 94118 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| COLBY SAWYER COLLEGE | |||||||
| 541 MAIN STREET | NEW LONDON | NH | 03257 | N/A | PUBLIC CHARITY | STUDENT AID EMERGENCY FUND | $75,000 |
| COMPUTER HISTORY MUSEUM | |||||||
| 1401 NORTH SHORELINE BLVD | MOUNTAIN VIEW | CA | 94043 | N/A | PUBLIC CHARITY | ANNUAL FUND | $5,000 |
| UC BERKELEY FOUNDATION | |||||||
| 2080 ADDISON ST 4200 | BERKELEY | CA | 947204200 | N/A | PUBLIC CHARITY | ENVIRONMENTAL DESIGN ARCHIVES | $10,250 |
| FIT KIDS | |||||||
| 2682 MIDDLEFIELD RD SUITE P | REDWOOD CITY | CA | 94063 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| FRIENDS OF HUDDART & WUNDERLIC | |||||||
| P O BOX 620767 | WOODSIDE | CA | 94062 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| FRIENDS OF THE WOODSIDE LIBRARY | |||||||
| 3140 WOODSIDE RD | WOODSIDE | CA | 94062 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| GUIDE DOGS FOR THE BLIND | |||||||
| 350 LOS RANCHITOS RD | SAN RAFAEL | CA | 94903 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| KCEA | |||||||
| 480 JAMES AVENUE | REDWOOD CITY | CA | 94062 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| KDFC | |||||||
| PO BOX 7913 | LOS ANGELES | CA | 90007 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| KKCR | |||||||
| PO BOX 825 | HANALEI | HI | 96714 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| LILY'S LEGACY SENIOR DOG SANCT | |||||||
| PO BOX 751002 | PETALUMA | CA | 949751002 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| LUCILLE PACKARD FOUNDATION | |||||||
| 400 HAMILTON AVE 340 | PALO ALTO | CA | 94301 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| MENLO CHARITY HORSE SHOW | |||||||
| 190 PARK LANE | ATHERTON | CA | 94027 | 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 | $250 |
| THE NATURE CONSERVANCY-HAWAII | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| PENINSULA HUMANE SOCIETY | |||||||
| 1450 ROLLINS ROAD | BURLINGAME | CA | 940102307 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| PENINSULA OPEN SPACE TRUST | |||||||
| 222 HIGH ST | PALO ALTO | CA | 94301 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| PETS IN NEED | |||||||
| 5871 5TH AVE | REDWOOD CITY | CA | 94063 | N/A | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| PORTLAND MUSEUM OF ART | |||||||
| 7 CONGRESS ST | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | GENERAL FUND | $300 |
| PREVENTION PARTNERSHIP INTERNATIONAL | |||||||
| PO BOX 1839 | SAN JOSE | CA | 95109 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| SAN FRANCISCO SYMPHONY | |||||||
| 201 VAN NESS AVENUE | SAN FRANCISCO | CA | 941024585 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| SANTA CLARA UNIVERSITY | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | N/A | PUBLIC CHARITY | SCHOLARSHIP FUND OF JACK/JOAN | $5,000 |
| SANTA FE INSTITUTE | |||||||
| 399 HYDE PARK ROAD | SANTA FE | NM | 87501 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| SPCA | |||||||
| 1450 ROLLINS RD | BURLINGAME | CA | 94010 | N/A | PUBLIC CHARITY | GENERAL FUND | $250 |
| STANFORD UNIVERSITY | |||||||
| 326 GALVEZ ST | STANFORD | CA | 943056105 | N/A | PUBLIC CHARITY | SIEPR GIFT | $25,000 |
| THAYER SCHOOL | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 037554400 | N/A | PUBLIC CHARITY | GENERAL FUND | $12,500 |
| THE DAWN REDWOODS CHARITABLE TRUST | |||||||
| 1 BLACKFIELD DR SUITES 331 | TIBURON | CA | 94920 | N/A | PUBLIC CHARITY | IN HONOR OF MAC MACCORKLE | $5,000 |
| THE HORSE PARK AT WOODSIDE | |||||||
| PO BOX 620010 | WOODSIDE | CA | 94062 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR SUITE 100 | ARLINGTON | VA | 22203 | 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 | $100,000 |
| WOLF EDUCATION AND RESEARCH | |||||||
| 3029 69TH AVENUE W UNIT H | UNIVERSITY PLACE | WA | 08466 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| WOODSIDE PRIORY SCHOOL | |||||||
| 302 PORTOLA ROAD | PORTOLA VALLEY | CA | 94028 | N/A | PUBLIC CHARITY | ANNUAL FUND | $30,000 |
| WOODSIDEPORTOLA FIRE PROTECTION FUND | |||||||
| 3111 WOODSIDE ROAD | WOODSIDE | CA | 94062 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $420,050 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,142 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,542 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $104,828 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $168,512 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,512 | 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 | $13,000 | 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 (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY FLOATING RATE H | $80,725 | $76,381 |
| PIMCO TOTAL RETURN INSTL PTTRX | $222,303 | $230,672 |
| VANGUARD INFLATION-PROTECT SEC ADM | $205,802 | $233,637 |
| VANGUARD ST INV-GRADE ADM FUNDS | $560,445 | $578,730 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE S&P 500 | $92,042 | $168,772 |
| PARAMETRIC CMDY STRAT | $48,007 | $47,554 |
| SPDR S&P MIDCAP 400 ETF | $121,732 | $400,367 |
| CREDIT SUISSE COMMODITY RETURN STRATEGIES | $48,341 | $44,290 |
| VANGUARD SHRT INF PROT SEC INDEX | $300,372 | $309,583 |
| ISHARES CORE MSCI EAFE | $464,919 | $561,685 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TAX EFFICIENT INFLATION PROTECTION STRATEGY LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $13,827 | BookValueAmt |
| EOYFMV | $68,314 | 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 | $3,134 | $3,134 | $0 |
| NON-DEDUCTIBLE EXPENSES | $121 | $0 | $0 |
| DEDUCTIONS FROM FLOWTHROUGH: TAX EFFICIENT INFLATION PROTECTION STRATEGY LLC | $288 | $288 | $0 |
| MISCELLANEOUS EXPENSES | $100 | $100 | $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 | $3,542 | $3,542 | $3,542 |
| UBTI INCOME EXCLUDED REPORTED ON 990-T | $0 | -$2,457 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED BOOK ADJUSTMENT | Desc |
| Amt | $56,849 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSABLE EXPENSES | Desc |
| BOY Book Value | $16,150 | BOYBookValueAmt |
| EOY Book Value | $18,650 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $13,228 | Amt |
| Net Investment Income | $13,228 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $693 | $0 | $0 |
| FOREIGN TAX | $1,221 | $1,221 | $0 |
| FRANCHISE TAX BOARD | $283 | $0 | $0 |
| LICENSE AND COMPLIANCE FEES | $179 | $0 | $0 |