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DAVIDSON FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
DAVIDSON FAMILY FOUNDATION INC (EIN 45-3750142)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-03-13
IRS object ID
201740729349100314
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-03-13T13:10:17-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-03-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLINDA BRAFMANPreparerPersonNm
PTINP00288844PTIN
Phone9549835800PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$144,223FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$18,105ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,274DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,274DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,274DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,694NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$38,373GrossSalesPriceAmt
Total Rev And Expnss$19,685TotalRevAndExpnssAmt
Total Net Invst Incm$4,274TotalNetInvstIncmAmt
Total Adj Net Incm$4,274TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,200AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$79TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$311OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,590TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,040TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,355ExcessRevenueOverExpensesAmt
Net Investment Income$4,274NetInvestmentIncomeAmt
Adjusted Net Income$4,274AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$32,564SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,310SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,310SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$92,405CorporateStockBOYAmt
Corporate Stock EOY$108,496CorporateStockEOYAmt
Corporate Stock EOYFMV$129,911CorporateStockEOYFMVAmt
Corporate Bonds BOY$23,313CorporateBondsBOYAmt
Corporate Bonds EOY$23,122CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2CorporateBondsEOYFMVAmt
Other Assets BOY$1OtherAssetsBOYAmt
Total Assets BOY$148,283TotalAssetsBOYAmt
Total Assets EOY$145,928TotalAssetsEOYAmt
Total Assets EOYFMV$144,223TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$148,283RetainedEarningBOYAmt
Retained Earning EOY$145,928RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$148,283TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$145,928TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$148,283TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$145,928TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$148,283TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,355ExcessRevenueOverExpensesAmt
Subtotal$145,928SubtotalAmt
Tot Net Ast Or Fund Balances EOY$145,928TotNetAstOrFundBalancesEOYAmt

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
1 BIGLARI HLDGS INC COMP2014-09-192016-03-31$361$250$111$111
680 BLACKBERRY LTD COMP2012-06-282016-08-05$5,271$6,291-$1,020-$1,020
1000 MDC PARTNERS INC CLASS A SUB-VTG COMP2016-06-102016-06-13$17,602$18,105-$503-$503
VARIOUS MOLYCORP INC DEL NOTEP2014-07-142016-10-12$92$86$6$6
VARIOUS MOLYCORP INC DEL NOTEP2014-07-142016-12-27$113$105$8$8
1100 NEW MOUNTAIN FINANCE CORPORATIONP2014-07-172016-08-05$14,934$16,230-$1,296-$1,296
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,694CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$503NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$85InvestmentIncomeExciseTaxAmt
Subtotal$85SubtotalAmt
Tax Based On Investment Income$85TaxBasedOnInvestmentIncomeAmt
Tax Due$85TaxDueAmt

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$85TaxBasedOnInvestmentIncomeAmt
Total Tax$85TotalTaxAmt
Distributable Before Adj$85DistributableBeforeAdjAmt
Distributable Before Ded$85DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,450ExpensesAndContributionsAmt
Qualifying Distributions$20,450QualifyingDistributionsAmt
Adjusted Qualifying Distri$20,450AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$2,595ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$19,800ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$19,575ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,926ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$55,896TotalExcessDistributionCyovAmt
Qualifying Distributions$20,450QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$20,450RemainingDistriFromCorpusAmt
Total Corpus$76,346TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$76,346ExcessDistriCyovToNextYrAmt
Excess From Year4$2,595ExcessFromYear4Amt
Excess From Year3$19,800ExcessFromYear3Amt
Excess From Year2$19,575ExcessFromYear2Amt
Excess From Year1$13,926ExcessFromYear1Amt
Excess From Current Year$20,450ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 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$150
BAPTIST HEALTH SOUTH FLORIDA FOUNDA
6855 RED ROADCORAL GABLESFL33143nonePCCHARITABLE CONTRIBUTION$20,000
FATHER JOE'S VILLAGES-ST VINCENT DE
3350 E STREETSAN DIEGOCA92012nonePCCHARITABLE CONTRIBUTION$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,450TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,274RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$2,694RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,580RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,580TotalIncomeProducingActyAmt

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$1,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BROKERAGE FEES$88
MISCELLANEOUS EXPENSES$223

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$79Amt

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