Civic Intelligence

Davidson-Hooker Fund U/D Sidney W Davidson 12 30 50

990PF • Fiscal year 2025 • EIN 13-6070070

Jan 01, 2025 to Dec 31, 2025

PO Box 1532Pennington, NJ 08534-0691

(888) 866-3275

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$10,922

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $450,975Liabilities 2011: $02011Assets 2012: $472,653Liabilities 2012: $02012Assets 2013: $514,915Liabilities 2013: $02013Assets 2014: $512,644Liabilities 2014: $02014Assets 2015: $486,945Liabilities 2015: $02015Assets 2018: $512,060Liabilities 2018: $0Net Assets 2018: $512,0602018Assets 2019: $520,534Liabilities 2019: $0Net Assets 2019: $520,5342019Assets 2020: $557,165Liabilities 2020: $0Net Assets 2020: $557,1652020Assets 2021: $671,243Liabilities 2021: $0Net Assets 2021: $671,2432021Assets 2022: $615,319Liabilities 2022: $0Net Assets 2022: $615,3192022Assets 2023: $594,518Liabilities 2023: $12023Assets 2024: $597,600Liabilities 2024: $0Net Assets 2024: $597,6002024

Latest loaded filing

2024

Assets$597,600
Liabilities$0
Net Assets$597,600

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $36,569Expenses 2011: $27,510Net Income 2011: $9,0592011Revenue 2012: $47,017Expenses 2012: $25,514Net Income 2012: $21,5032012Revenue 2013: $58,831Expenses 2013: $16,832Net Income 2013: $41,9992013Revenue 2014: $14,171Expenses 2014: $20,145Net Income 2014: -$5,9742014Revenue 2015: -$1,742Expenses 2015: $20,871Net Income 2015: -$22,6132015Revenue 2018: $45,199Expenses 2018: $30,382Net Income 2018: $14,8172018Revenue 2019: $40,074Expenses 2019: $31,592Net Income 2019: $8,4822019Revenue 2020: $69,202Expenses 2020: $32,342Net Income 2020: $36,8602020Revenue 2021: $149,946Expenses 2021: $35,858Net Income 2021: $114,0882021Revenue 2022: -$17,037Expenses 2022: $39,594Net Income 2022: -$56,6312022Revenue 2023: $16,057Expenses 2023: $35,732Net Income 2023: -$19,6752023Revenue 2024: $40,241Expenses 2024: $36,858Net Income 2024: $3,3832024

Latest loaded filing

2024

Revenue$40,241
Expenses$36,858
Net Income$3,383
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 22, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$10,922-$10,922
EDITH ROSS PARKERCo-Trustee-$0--
MARY D DAVIDSONCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMUSEUM OF MODERN ARTUNRESTRICTED GENERAL-NEW YORK, NY, US$5,000
Paid GrantHOLOCAUST MUSEUM LOS ANGELESUNRESTRICTED GENERAL-LOS ANGELES, CA, US$4,500
Paid GrantBIG SUNDAYUNRESTRICTED GENERAL-LOS ANGELES, CA, US$3,500
Paid GrantPLANNED PARENTHOOD OF GREATER NYUNRESTRICTED GENERAL-NEW YORK, NY, US$3,000
Paid GrantSVA ALUMNI SOCIETYUNRESTRICTED GENERAL-NEW YORK, NY, US$3,000
Paid GrantFIRST DESCENTSUNRESTRICTED GENERAL-DENVER, CO, US$2,500
Paid GrantCROSSING THRESHOLDS INCUNRESTRICTED GENERAL-NEW CANAAN, CT, US$2,000
Paid GrantCANCER SUPPORT COMMUNITY LOS ANGELESUNRESTRICTED GENERAL-LOS ANGELES, CA, US$1,500
Paid GrantDIAN FOSSEY GORILLA FUND INTERNATIONALUNRESTRICTED GENERAL-ATLANTA, GA, US$1,039
Paid GrantLOWER CAPE COMMUNICATIONSUNRESTRICTED GENERAL-PROVINCETOWN, MA, US$1,000
Filing and Contact Details

Filer

Filer Name
Davidson Hooker Fund
EIN
13-6070070
Phone
8888663275
Address
PO BOX 1532, PENNINGTON, NJ 08534-0691

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2026-04-22
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16002824100 ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17783513203 RYANAIR HOLDINGS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18142795202 CARLSBERG A/S
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20718172109 PHILIP MORRIS INTL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21929160109 VULCAN MATERIALS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2203524A108 ANHEUSER-BUSCH INBEV
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2500687A107 ADIDAS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2602079K107 ALPHABET INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27000375204 ABB LTD SPON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30297284200 ESSILORLUXOTTICA SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3123636T100 DANONE-SPONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32482480100 KLA CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35031100100 AMETEK INC NEW
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37641069406 NESTLE S A REP RG SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38670100205 NOVO NORDISK A S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39009279100 AIRBUS SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4012572Q105 CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4107725L102 BEONE MEDICINES LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42N00985106 AERCAP HOLDINGS N.V.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43803054204 SAP SE SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44V7780T103 ROYAL CARIBBEAN GROU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45824551105 SHIN-ETSU CHEM-UNSPO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46502117203 L OREAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47166764100 CHEVRONTEXACO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48237194105 DARDEN RESTAURANTS I
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5023341C103 DNB BANK ASA SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51J32491102 KEYENCE CO JPY50 ORD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54235851102 DANAHER CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5505590Y100 B AND M EUROPEAN VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5654211N101 LONDON STOCK EXCHANG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5746982L108 JACOBS SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5816411R208 CHENIERE ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59773903109 ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60359590304 FUJITSU LTD NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61110122108 BRISTOL-MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6220825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6387807B107 TC ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64009126202 AIR LIQUIDE ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65020002101 ALLSTATE CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6602263T104 AMADEUS IT GROUP SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6705478C105 AZEK CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6807831C103 BELLRING BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6909581B103 BLUE OWL CAP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7014448C104 CARRIER GLOBAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7123381B106 DAIKIN INDUSTRIES LT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72253868103 DIGITAL RLTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7325809K105 DOORDASH INC REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7431428X106 FEDEX CORP DELAWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7546266C105 IQVIA HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7657636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7765538C206 NOMURA RESH INST LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7867059N108 NUTANIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79679580100 OLD DOMINION FREIGHT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80682189105 ON SEMICONDUCTOR COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8169370C100 PTC INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8275886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8382674R103 SIKA AG-BR-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84852234103 BLOCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85911363109 UNITED RENTALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8695040Q104 WELLTOWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87L8681T102 SPOTIFY TECH S.A. RE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8800130H105 AES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8900287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90023135106 AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9103831W108 APPLOVIN CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92055622104 BP P L C SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9313321L108 CAMECO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94143658300 CARNIVAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9516119P108 CHARTER COMMUNICATIO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9721037T109 CONSTELLATION ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9823304Y100 DBS GROUP HLDGS SPN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9929429L105 EPIROC AB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10030303M102 META PLATFORMS INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10135671D857 FREEPORT-MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10236828A101 GE VERNOVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103369604301 GE AEROSPACE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104422806208 HEICO CORPORATION CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105443573100 HUBSPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10645073V108 ITT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10745687V106 INGERSOLL RAND INC R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10845841N107 INTERACTIVE BROKERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109465717106 ITOCHU CORP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110500754106 KRAFT HEINZ CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111631103108 NASDAQ INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11269608A108 PALANTIR TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11376169C100 REXFORD INDUSTRIAL R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114775781206 ROLLS ROYCE GRP SPN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11578410G104 SBA COMMUNICATIONS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11679589L106 SAMSARA INC REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11781211K100 SEALED AIR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118878742204 TECK RESOURCES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11988339J105 TRADE (THE) DESK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120910047109 UNITED CONTL HLDGS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12192537N108 VERTIV HLDG CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122G7997R103 SEAGATE TECH HLDGS P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123L44385109 GLOBANT S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124M2029K104 BIRKENSTK HLDG PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125M7516K103 NOVA MEASURNG INSTRM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126853254100 STD CHARTERED- UNSP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127626188106 MUENCHENER RUECK-UNS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128025816109 AMER EXPRESS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13126251A108 DSV A/S UNSP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13398389B100 XCEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13400206R102 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13579466L302 SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136969457100 WILLIAMS COMPANIES D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137149123101 CATERPILLAR INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138D18190898 DEUTSCHE BK AG REG S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139771049103 ROBLOX CORP REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140G5960L103 MEDTRONIC PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141031162100 AMGEN INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142369550108 GENL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14302079K305 ALPHABET INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144828806109 SIMON PROPERTY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14575513E101 RTX CORP CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm147F92124100 TOTALENERGIES SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14878409V104 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14967066G104 NVIDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15089832Q109 TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15143858F109 HONG KONG EXCHANGES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15206849F108 BARRICK MINING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15340434L105 HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm154580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm155872351408 TDK CORP AMERN DEP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15630231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm157049560105 ATMOS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm158532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm159291011104 EMERSON ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16074251V102 PRINCIPAL FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16109290D101 BLACKROCK INC REG SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162459200101 INTL BUSINESS MACHIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm163835699307 SONY GROUP CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm164756109104 REALTY INCM CRP MD P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm165375558103 GILEAD SCIENCES INC

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