DAVIDOW FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAVIDOW FAMILY FOUNDATION (EIN 77-0449213)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202503169349102475
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T13:09:42-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 RD | 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 | 2024-01-01 | 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 | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,806,300 | 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 | $66,583 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,583 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $207,175 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $207,175 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $207,175 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $273,758 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $273,758 | 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 | $9,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,971 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,971 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $336 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $272 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,460 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,460 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,267 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,065,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,065,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,116,767 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,065,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,843,009 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $232,055 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,588,697 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $818,754 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $818,754 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $6,077 | AcctRcvblAmt |
| Acct Rcvbl BOY | $7,803 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $6,077 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $6,077 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,096,858 | CorporateStockBOYAmt |
| Corporate Stock EOY | $218,305 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $359,902 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,637,507 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $561,661 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $557,170 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $679,030 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $562,090 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,064,397 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,009,895 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,166,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,806,300 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $39,581 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $39,581 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $39,581 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,581 | 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 | $5,970,314 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,127,306 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,970,314 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,127,306 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,009,895 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,166,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,970,314 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,843,009 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $2,127,306 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,127,306 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| DIVERSIFIED REAL ESTATE FUND - FLOWTHROUGH GAIN (LOSS) | P | 2023-01-01 | 2024-12-31 | $78,030 | $78,030 | $78,030 |
| DIVERSIFIED REAL ESTATE FUND - FLOWTHROUGH 1231 GAIN (LOSS) | P | 2023-01-01 | 2024-12-31 | $56 | $56 | $56 |
| SALES OF PUBLICLY TRADED SECURITIES | 2024-01-01 | 2024-12-31 | $13,481 | $13,481 | $13,481 | |
| SALES OF PUBLICLY TRADED SECURITIES | 2023-01-01 | 2024-12-31 | $115,608 | $115,608 | $115,608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $207,175 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,226 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,226 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,226 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,691 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $39 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,730 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,504 | OverpaymentAmt |
| Applied To ES Tax | $3,504 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | $3,277,312 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,295,002 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,572,314 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,572,314 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,503,729 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $225,186 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $225,186 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,226 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,226 | TotalTaxAmt |
| Distributable Before Adj | $221,960 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $221,960 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $221,960 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,065,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,065,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $221,960 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,208,241 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $274,712 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,393,416 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,178,867 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,193,083 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,248,319 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,065,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $221,960 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,843,540 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,091,859 | 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 | $2,208,241 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,883,618 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $274,712 | ExcessFromYear4Amt |
| Excess From Year3 | $6,393,416 | ExcessFromYear3Amt |
| Excess From Year2 | $6,178,867 | ExcessFromYear2Amt |
| Excess From Year1 | $7,193,083 | ExcessFromYear1Amt |
| Excess From Current Year | $3,843,540 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WOODSIDE PRIORY | |||||||
| 302 PORTOLA RD VALLEY | PORTOLO VALLEY | CA | 94028 | N/A | PUBLIC CHARITY | GENERAL FUND | $55,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | N/A | PUBLIC CHARITY | GENERAL FUND | $551,000 |
| ST LAWRENCE UNIVERSITY | |||||||
| 23 ROMODA DR | CANTON | NY | 13617 | N/A | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| OLD BARRACKS MUSEUM | |||||||
| 101 BARRACK ST | TRENTON | NJ | 08608 | N/A | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| SOLMATEO | |||||||
| PO BOX 117561 | BURLINGAME | CA | 94011 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER STREET STE 1250 | OAKLAND | CA | 94612 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| BEHIND THE BADGE | |||||||
| 8309 165TH AVE NE 205 | REDMOND | WA | 98052 | N/A | PUBLIC CHARITY | GENERAL FUND | $100 |
| SAN FRANCISCO SYMPHONY | |||||||
| 201 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| WHITE WOLF SANCTUARY | |||||||
| 10095 E ALSEA HWY | TIDEWATER | OR | 97390 | N/A | PUBLIC CHARITY | GENERAL FUND | $2,000 |
| COLBY SAWYER COLLEGE | |||||||
| 541 MAIN ST | NEW LONDON | NH | 03257 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000,000 |
| PHI BETA KAPPA | |||||||
| 1606 NEW HAMPSHIRE AVE | WASHINGTON | DC | 20009 | N/A | PUBLIC CHARITY | GENERAL FUND | $400 |
| KQED | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| COMPUTER HISTORY MUSEUM | |||||||
| 1401 N SHORELINE BLVD | MOUNTAIN VIEW | CA | 94043 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| DARTMOUTH COLLEGE | |||||||
| 20 NORTH MAIN STREET | HANOVER | NH | 03755 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,025,000 |
| THE NATURE CONSERVENCY | |||||||
| 620 DAVIS ST | SAN FRANCISCO | CA | 94111 | N/A | PUBLIC CHARITY | GENERAL FUND | $895,000 |
| CRYSTAL SPRINGS UPLANDS SCHOOL | |||||||
| 400 UPLANDS DRIVE | HILLSBOROUGH | CA | 94010 | N/A | PUBLIC CHARITY | GENERAL FUND | $150,000 |
| WOODSIDE COMMUNITY FOUNDATION | |||||||
| PO BOX 620494 | WOODSIDE | CA | 94062 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| GRATEFUL GUITARS FOUNDATION | |||||||
| 2995 WOODSIDE ROAD SUITE 260 | WOODSIDE | CA | 94062 | N/A | PUBLIC CHARITY | GENERAL FUND | $100,000 |
| HORSE PARK WOODSIDE | |||||||
| 3674 SAND HILL ROAD | WOODSIDE | CA | 94062 | N/A | PUBLIC CHARITY | GENERAL FUND | $100,000 |
| ASPCA | |||||||
| PO BOX 96929 | WASHINGTON | DC | 20090 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| DAWN REDWOOD TRUST | |||||||
| ONE BLACKFIELD DRIVE SUITE 331 | TIBURON | CA | 94920 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| LILY'S LEGACY | |||||||
| PO BOX 751002 | PETALUMA | CA | 94975 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| CHP 11-99 FOUNDATION | |||||||
| 3188 AIRWAY AVE SUITE C | COSTA MESA | CA | 92626 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| FRIENDS OF HUDDART & WUNDERLICH | |||||||
| 400 COUNTY CENTER | REDWOOD CITY | CA | 94063 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| KDFC | |||||||
| 200 VAN NESS SUITE 219 | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| THE TECH | |||||||
| 201 S MARKET ST | SAN JOSE | CA | 95113 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| WOODSIDE PORTOLA VALLEY FIRE PROTECTION FOUNDATION | |||||||
| 3111 WOODSIDE ROAD | WOODSIDE | CA | 94062 | N/A | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| THAYER SCHOOL OF ENGINEERING | |||||||
| 15 THAYER DR | HANOVER | NH | 03755 | N/A | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| NCEFT | |||||||
| 880 RUNNYMEDE ROAD | WOODSIDE | CA | 94062 | N/A | PUBLIC CHARITY | GENERAL FUND | $500 |
| PORTLAND MUSEUM OF ART | |||||||
| 7 CONGRESS SQ | PORTLAND | ME | 04101 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| NRCM | |||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | N/A | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| PETS IN NEED | |||||||
| 3281 E BAYSHORE ROAD | PALO ALTO | CA | 94303 | N/A | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| FRIENDS OF THE WOODSIDE LIBRARY | |||||||
| 3140 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 | $4,065,500 | 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 | $66,583 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $207,175 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $273,758 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $273,758 | 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 | $9,500 | 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 (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INFLATION-PROTECT SEC ADM | $199,816 | $188,828 |
| VANGUARD ST INV-GRADE ADM FUNDS | $184,359 | $191,991 |
| FIDELITY FLOATING RATE H | $177,486 | $176,351 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PARAMETRIC CMDY STRAT | $45,536 | $46,639 |
| SPDR S&P MIDCAP 400 ETF | $52,580 | $212,200 |
| ISHARES CORE MSCI EAFE | $4,880 | $4,769 |
| VANGUARD COMMODITY STRATEGY ADMIRAL | $115,309 | $96,294 |
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 | $562,090 | BookValueAmt |
| EOYFMV | $1,064,397 | 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 | $14,525 | $14,525 | $0 |
| PASSTHROUGH INTEREST EXPENSE | $2 | $2 | $0 |
| MISCELLANEOUS EXPENSES | $427 | $427 | $0 |
| OTHER INCOME/LOSS FROM FLOWTHROUGH - DIVERSIFIED REAL ESTATE FUND | $9,506 | $9,506 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED BOOK ADJUSTMENT | Desc |
| Amt | $1 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSABLE EXPENSES | Desc |
| BOY Book Value | $39,581 | BOYBookValueAmt |
| EOY Book Value | $39,581 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $16,971 | Amt |
| Net Investment Income | $16,971 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $39 | $0 | $0 |
| FOREIGN TAX | $272 | $272 | $0 |
| LICENSE AND COMPLIANCE FEES | $25 | $0 | $0 |