DAVIDSON FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
DAVIDSON FAMILY FOUNDATION INC (EIN 45-3750142)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-02-27
IRS object ID
201840589349100309
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-02-27T12:59:39-08:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650517158PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Topping Kessler & CompanyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14020 Sheridan StAddressLine1Txt
CityHollywoodCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33021ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453750142EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVIDSON FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone3053673416PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 SUNRISE CAY DRIVEAddressLine1Txt
CityKEY LARGOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33037ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS N DAVIDSON SRPersonNm
Person TitleDirectorPersonTitleTxt
Signature2018-02-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA BRAFMANPreparerPersonNm
PTINP00288844PTIN
Phone9549835800PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$196,461FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$56,622ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,769DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,769DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,769DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$23,589NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$26,063GrossSalesPriceAmt
Net ST Capital Gain Adj Net Incm$1,020NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$35,802TotalRevAndExpnssAmt
Total Net Invst Incm$2,769TotalNetInvstIncmAmt
Total Adj Net Incm$3,789TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,400TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,402ExcessRevenueOverExpensesAmt
Net Investment Income$2,769NetInvestmentIncomeAmt
Adjusted Net Income$3,789AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$14,310SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,581SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,581SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$108,496CorporateStockBOYAmt
Corporate Stock EOY$152,749CorporateStockEOYAmt
Corporate Stock EOYFMV$193,880CorporateStockEOYFMVAmt
Corporate Bonds BOY$23,122CorporateBondsBOYAmt
Total Assets BOY$145,928TotalAssetsBOYAmt
Total Assets EOY$155,330TotalAssetsEOYAmt
Total Assets EOYFMV$196,461TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$145,928RetainedEarningBOYAmt
Retained Earning EOY$155,330RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$145,928TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$155,330TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$145,928TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$155,330TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$145,928TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,402ExcessRevenueOverExpensesAmt
Subtotal$155,330SubtotalAmt
Tot Net Ast Or Fund Balances EOY$155,330TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
300 BLACKSTONE GSO LNG SHRT CR INC COMP2016-01-252017-01-23$4,805$3,785$1,020$1,020
88 AT&T INC COMP2016-01-252017-12-31$3,428$3,097$331$331
100 AT&T INC COMP2016-08-052017-12-21$3,890$4,315-$425-$425
70 AT&T INC COMP2016-08-052017-12-21$2,727$3,020-$293-$293
700 BLACKSTONE GSO LNG SHRT CR INC COMP2014-07-142017-01-23$11,212$12,313-$1,101-$1,101
25000 MOLYCORP INC DEL NOTEP2014-07-142017-12-11$1$23,122-$23,121-$23,121
FieldValueIRS element (for citing)
Capital Gain Net Income-$23,589CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,020NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$55InvestmentIncomeExciseTaxAmt
Subtotal$55SubtotalAmt
Tax Based On Investment Income$55TaxBasedOnInvestmentIncomeAmt
Tax Due$55TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THOMAS DAVIDSON SRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3053673416PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17 SUNRISE CAY DRIVEAddressLine1Txt
CityKEY LARGOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33037ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
THOMAS N DAVIDSON SR
7 SUNRISE CAY DRIVEKEY LARGOFL33037Director1.00$0
THOMAS N DAVIDSON JR
Director1.00$021 KINGS CROSS DRKING CITYONTARIOCAL7B 1E5
JOHN C DAVIDSON
3875 WINDMILL LAKE ROADWESTONFL33332Director1.50$0
JAMES R DAVIDSON
171 PARTIOT HILL DRIVEBASKING RIDGENJ07920Director0.00$0
JENNIFER KELLNER
1215 COUNTRY CLUB PRADOCORAL GABLESFL33134Secretary1.50$0
SALLY A DAVIDSON
7 SUNRISE CAY DRIVEKEY LARGOFL33037Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$55TaxBasedOnInvestmentIncomeAmt
Total Tax$55TotalTaxAmt
Distributable Before Adj$55DistributableBeforeAdjAmt
Distributable Before Ded$55DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,900ExpensesAndContributionsAmt
Qualifying Distributions$24,900QualifyingDistributionsAmt
Adjusted Qualifying Distri$24,900AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,595ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$19,800ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$19,575ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,926ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$20,450ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$76,346TotalExcessDistributionCyovAmt
Qualifying Distributions$24,900QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$24,900RemainingDistriFromCorpusAmt
Total Corpus$101,246TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,595ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$98,651ExcessDistriCyovToNextYrAmt
Excess From Year4$19,800ExcessFromYear4Amt
Excess From Year3$19,575ExcessFromYear3Amt
Excess From Year2$13,926ExcessFromYear2Amt
Excess From Year1$20,450ExcessFromYear1Amt
Excess From Current Year$24,900ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NOTE IN A POCKET
9650 STRICKLAND ROAD STE 103-168RALEIGHNC27615nonePCCHARITABLE CONTRIBUTION$300
INSTITUTE OF ETHNOMEDICINE
3214 NORTH UNIVERSITY AVE 316PROVOUT84604nonePCCHARITABLE$500
AMERICAN RED CROSS
PO BOX 37839BOONEIA50037nonePCCHARITABLE$200
THE PROTESTANT CONGREGATION
31 OCEAN REEF DRIVE C-101 248KEY LARGOFL33037nonePCCHARITABLE$1,000
AMERICAN PARKINSON DISEASE FOUNDATI
135 PARKINSON AVENUESTATEN ISLANDNY10305nonePFCHARITABLE$100
EVERGLADES FOUNDATION
18001 OLD CUTLER ROAD STE 625PALMETTO BAYFL33157nonePCCHARITABLE$2,500
MYASTHENIA GRAVIS FOUNDATION OF AME
355 LEXINGTON AVENUE 15TH FLOORNEW YORKNY10017nonePCCHARITABLE$300
BONEFISH TARPIN UNLIMITED
135 SAN LORENZO AVE STE 860CORAL GABLESFL33146nonePCCHARITABLE$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,900TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,769RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$23,589RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$20,820RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$20,820TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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