HAROLD AND NADINE DAVIDSON FOUNDATION A CA NONPROFIT PUBLIC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD AND NADINE DAVIDSON FOUNDATION A CA NONPROFIT PUBLIC (EIN 30-0388487)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-17
- IRS object ID
- 202301379349100200
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-17T01:05:47-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21600 OXNARD STREET SUITE 700 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300388487 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD AND NADINE DAVIDSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
| Phone | 3105535551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 CENTURY PARK EAST 2150 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD DAVIDSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3105535551 | PhoneNum |
| Signature | 2023-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HAROLD | PersonFirstNm |
| Person Last | DAVIDSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN WENZELMAN | PreparerPersonNm |
| PTIN | P01075212 | PTIN |
| Phone | 8182052600 | PhoneNum |
| Preparation | 2023-04-24 | 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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $605,892 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,794 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,794 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,401 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,625 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,401 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,195 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,195 | 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 | $3,345 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,108 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,478 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,835 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,835 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,195 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,036 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,514 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,514 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $113,377 | CorporateStockBOYAmt |
| Corporate Stock EOY | $110,105 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $541,927 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $64,927 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,603 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,451 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $188,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $168,222 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $605,892 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,232 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,232 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,232 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,232 | 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 | $181,108 | RetainedEarningBOYAmt |
| Retained Earning EOY | $153,990 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $181,108 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $153,990 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $188,340 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $168,222 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $181,108 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,118 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $153,990 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $153,990 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | P | 2009-08-24 | 2022-05-26 | $2,235 | $504 | $1,731 | $1,731 |
| JP MORGAN CHASE & CO | P | 2009-09-23 | 2022-08-11 | $2,513 | $969 | $1,544 | $1,544 |
| JP MORGAN CHASE & CO | P | 2009-09-23 | 2022-11-16 | $5,170 | $1,799 | $3,371 | $3,371 |
| BARON GROWTH INSTL | P | 2007-04-04 | 2022-04-25 | $2,976 | $1,584 | $1,392 | $1,392 |
| BARON GROWTH INSTL | P | 2007-04-04 | 2022-05-23 | $4,976 | $2,972 | $2,004 | $2,004 |
| BARON GROWTH INSTL | P | 2007-04-04 | 2022-06-30 | $7,976 | $4,938 | $3,038 | $3,038 |
| BARON GROWTH INSTL | P | 2007-04-04 | 2022-11-02 | $3,176 | $1,832 | $1,344 | $1,344 |
| BARON GROWTH INSTL | P | 2007-04-04 | 2022-11-22 | $7,925 | $4,243 | $3,682 | $3,682 |
| BARON GROWTH INSTL | P | 2007-12-20 | 2022-11-22 | $3,316 | $1,738 | $1,578 | $1,578 |
| BARON GROWTH INSTL | P | 2008-07-17 | 2022-11-22 | $19 | $9 | $10 | $10 |
| BARON GROWTH INSTL | P | 2009-05-28 | 2022-11-22 | $85 | $29 | $56 | $56 |
| BARON GROWTH INSTL | P | 2011-11-29 | 2022-11-22 | $1,186 | $604 | $582 | $582 |
| BARON GROWTH INSTL | P | 2012-11-29 | 2022-11-22 | $7,514 | $4,160 | $3,354 | $3,354 |
| BARON GROWTH INSTL | P | 2012-12-27 | 2022-11-22 | $157 | $86 | $71 | $71 |
| BARON GROWTH INSTL | P | 2013-07-09 | 2022-11-22 | $90 | $59 | $31 | $31 |
| BARON GROWTH INSTL | P | 2013-11-26 | 2022-11-22 | $1,797 | $1,313 | $484 | $484 |
| BARON GROWTH INSTL | P | 2013-11-26 | 2022-11-22 | $149 | $109 | $40 | $40 |
| BARON GROWTH INSTL | P | 2014-12-02 | 2022-11-22 | $1,738 | $1,276 | $462 | $462 |
| CAPITAL GAINS DIVIDENDS | P | $2,627 | $2,627 | $2,627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,401 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $475 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $475 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $475 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $475 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD DAVIDSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3105535551 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 CENTURY PARK EAST SUITE 2150 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | 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 |
|---|---|---|---|---|---|---|---|---|
| HAROLD A DAVIDSON | ||||||||
| 1900 AVENUE OF THE STARS SUITE 2400 | LOS ANGELES | CA | 90067 | PRESIDENT/CHEIF FINANCIAL | 1.00 | $0 | $0 | $0 |
| NADINE N DAVIDSON | ||||||||
| 1900 AVENUE OF THE STARS SUITE 2400 | LOS ANGELES | CA | 90067 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SCOTT M FARKAS | ||||||||
| 1900 AVENUE OF THE STARS SUITE 2400 | LOS ANGELES | CA | 90067 | SECRETARY | 1.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $693,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,831 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $700,552 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $700,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,508 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $690,044 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,502 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,502 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $475 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $475 | TotalTaxAmt |
| Distributable Before Adj | $34,027 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,027 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,027 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,860 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $66,860 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,027 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $69,697 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,980 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,757 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,011 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,815 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $228,260 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,860 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,027 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,833 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $261,093 | 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 | $69,697 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $191,396 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,980 | ExcessFromYear4Amt |
| Excess From Year3 | $29,757 | ExcessFromYear3Amt |
| Excess From Year2 | $44,011 | ExcessFromYear2Amt |
| Excess From Year1 | $23,815 | ExcessFromYear1Amt |
| Excess From Current Year | $32,833 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HAROLD A DAVIDSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| LA FIRE DEPARTMENT | ||||||||
| 1700 STADIUM WAY RM 109 | LOS ANGELES | CA | 90012 | NONE | EXEMPT | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $250 | |
| LA POLICE FOUNDATION | ||||||||
| 633 W 5TH ST STE 960 | LOS ANGELES | CA | 90071 | NONE | EXEMPT | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $500 | |
| ORTHOPEDIC INSTITUTE FOR CHILDREN | ||||||||
| 403 WEST ADAMS BOULEVARD | LOS ANGELES | CA | 90007 | NONE | EXEMPT | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| RAPE FOUNDATION | ||||||||
| 1223 WILSHIRE BLVD SUITE 410 | SANTA MONICA | CA | 90403 | NONE | EXEMPT | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $250 | |
| TEMPLE EMANUEL | ||||||||
| 8844 BURTON WAY | BEVERLY HILLS | CA | 90211 | NONE | EXEMPT | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $9,085 | |
| THE FOUNDERS | ||||||||
| 1234 E BROAD ST | COLUMBUS | OH | 43205 | NONE | EXEMPT | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $1,000 | |
| THE JEWISH FEDERATION | ||||||||
| 6505 WILSHIRE BLVD SUITE 1000 | LOS ANGELES | CA | 90048 | NONE | EXEMPT | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $2,500 | |
| THE THALIANS | ||||||||
| 15451 SAN FERNANDO MISSION ROAD | MISSION HILLS | CA | 91345 | NONE | EXEMPT | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $250 | SUITE 100 |
| USC ADVANCE GIFT SERVICES | ||||||||
| 3715 MCCLINTOCK AVENUE | LOS ANGELES | CA | 90089 | NONE | EXEMPT | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $6,000 | |
| USC ASSOCIATES | ||||||||
| UNIVERSITY PARK | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $3,000 | |
| USC HILLEL FOUNDATION | ||||||||
| 3300 S HOOVER ST | LOS ANGELES | CA | 90007 | NONE | EXEMPT | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $500 | |
| USC LEONARD DAVIS SCHOOL OF GERONTOLOGY DEAN'S INNVOCATION FUND | ||||||||
| 3715 MCCLINTOCK AVENUENUE | LOS ANGELES | CA | 90089 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| VISTA DEL MAR | ||||||||
| 3200 MOTOR AVENUE | LOS ANGELES | CA | 90034 | NONE | EXEMPT | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $500 | |
| WATER BUFFALO CLUB | ||||||||
| 1547 S OAKHURST DR | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $8,000 | |
| WAYFINDER FAMILY SERVICES | ||||||||
| 5300 ANGELES VISTA BLVD | LOS ANGELES | CA | 90043 | NONE | EXEMPT | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $5,000 | |
| ZETA BETA TAU FOUNDATION INC | ||||||||
| 3905 VINCENNES RD SUITE 300 | INDIANAPOLIS | IN | 46268 | NONE | EXEMPT | UNRESTRICTED GRANT TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,835 | 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 | $6,794 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,401 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,195 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,195 | 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 | $3,345 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS (SCHWAB) | StockNm |
| EOY Book Value | $110,105 | EOYBookValueAmt |
| EOYFMV | $541,927 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS (SCHWAB) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $42,603 | BookValueAmt |
| EOYFMV | $48,451 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENEWAL FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS IN TRANSITION | Desc |
| BOY Book Value | $7,232 | BOYBookValueAmt |
| EOY Book Value | $14,232 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS | $1,058 | $0 | $0 |
| DEPARTMENT OF JUSTICE | $50 | $0 | $0 |