Civic Intelligence

William Davidson Foundation

990T • Fiscal year 2021 • EIN 20-3899187

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile

View Organization Page

PO Box 1688Birmingham, MI 48012

(248) 788-6500

Siviq Scores

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

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.

$1.5B$1.0B$500M$0Assets 2011: $351,199,596Liabilities 2011: $02011Assets 2012: $447,527,744Liabilities 2012: $02012Assets 2013: $503,523,320Liabilities 2013: $02013Assets 2014: $828,102,620Liabilities 2014: $1,2552014Assets 2015: $765,296,520Liabilities 2015: $3,3932015Assets 2019: $1,093,586,545Liabilities 2019: $8,3352019Assets 2020: $1,077,051,988Liabilities 2020: $9,538Net Assets 2020: $1,077,042,4502020Assets 2021: $1,107,938,800Liabilities 2021: $11,134Net Assets 2021: $1,107,927,6662021Assets 2022: $1,103,855,856Liabilities 2022: $13,246Net Assets 2022: $1,103,842,6102022Assets 2023: $1,106,780,529Liabilities 2023: $3,9022023Assets 2024: $1,142,078,960Liabilities 2024: $10,457Net Assets 2024: $1,142,068,5032024

Latest loaded filing

2024

Assets$1,142,078,960
Liabilities$10,457
Net Assets$1,142,068,503
Open 2024 Filing

Operations Trend

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

$400M$200M$0-$200MRevenue 2011: $176,163,392Expenses 2011: $16,333,976Net Income 2011: $159,829,4162011Revenue 2012: $116,571,761Expenses 2012: $20,243,613Net Income 2012: $96,328,1482012Revenue 2013: $127,057,419Expenses 2013: $51,139,823Net Income 2013: $75,917,5962013Revenue 2014: $382,506,200Expenses 2014: $54,145,593Net Income 2014: $328,360,6072014Revenue 2015: $139,121Expenses 2015: $63,016,142Net Income 2015: -$62,877,0212015Revenue 2019: $45,846,513Expenses 2019: $67,884,473Net Income 2019: -$22,037,9602019Revenue 2020: $46,342,307Expenses 2020: $63,429,916Net Income 2020: -$17,087,6092020Revenue 2021: $127,279,050Expenses 2021: $68,338,656Net Income 2021: $58,940,3942021Revenue 2022: $43,297,967Expenses 2022: $75,172,501Net Income 2022: -$31,874,5342022Revenue 2023: $28,463,424Expenses 2023: $71,829,529Net Income 2023: -$43,366,1052023Revenue 2024: $80,356,599Expenses 2024: $74,275,732Net Income 2024: $6,080,8672024

Latest loaded filing

2024

Revenue$80,356,599
Expenses$74,275,732
Net Income$6,080,867
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
William Davidson Foundation
EIN
20-3899187
Phone
2487886500
Address
PO BOX 1688, BIRMINGHAM, MI 48012

Signing Officer

Name
Ralph Gerson
Title
Treasurer
Phone
2487886500
Signed
2022-11-15
Discuss with paid preparer
No

Preparer

Firm
Plante & Moran Pllc
Address
2601 CAMBRIDGE CT STE 300, AUBURN HILLS, MI 48326
Preparer
Dori Eggett
Phone
2483757100
Raw XML Appendix165 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt01958273
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt0928783
IRS1120ScheduleD/Form4797GainOrLossAmt0160174
IRS1120ScheduleD/NetCapitalGainAmt01029490
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt01029490
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0928783
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0869316
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0928783
IRS3800/AdjustedExcessNetRegularTaxAmt010176
IRS3800/AdjustedNetIncomeTaxAmt055529
IRS3800/AdjustedRegTaxBeforeCreditAmt065705
IRS3800/AllwGenAndEligSmllBusCfwdCrAmt0102751
IRS3800/AlternativeMinimumTaxAmt00
IRS3800/CurrentYearCreditAllowedAmt055529
IRS3800/EmpwrZoneAndComEmploymentCrAmt00
IRS3800/ExcessNetRegularTaxAmt010176
IRS3800/GenBusCrOrEligSmllBusCrGrp/GeneralBusCrCarryforwardsGrp/BusinessCreditsGrp/CrForEmployerSSMedicareTaxGrp/CreditForEmployerSSMedcrTxAmt0102751
IRS3800/GenBusCrOrEligSmllBusCrGrp/GeneralBusCrCarryforwardsGrp/BusinessCreditsGrp/CrForEmployerSSMedicareTaxGrp/PassThroughEntityEIN0205583068
IRS3800/GenBusCrOrEligSmllBusCrGrp/GeneralBusCrCarryforwardsGrp/BusinessCreditsGrp/SumOfAllowableGeneralBusCrAmt0102751
IRS3800/GenBusCrOrEligSmllBusCrGrp/GeneralBusCrCarryforwardsGrp/BusinessCreditsGrp/TotalBusinessCreditsAmt0102751
IRS3800/GenBusCrOrEligSmllBusCrGrp/GeneralBusCrCarryforwardsGrp/GeneralBusCrCarryforwardsInd0X
IRS3800/NetIncomeTaxAmt065705
IRS3800/NetIncomeTaxLessPctExcessAmt055529
IRS3800/NetRegularTaxAmt065705
IRS3800/NetSmllrAndEmpwrZnEmplmnCrAmt055529
IRS3800/RegularTaxBeforeCreditsAmt065705
IRS3800/SmllrGenBusCrOrTotGenEligCrAmt055529
IRS3800/TotAllwGenAndEligSmllBusCrAmt0102751
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0367920
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1486778
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt214618
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc00050 K-1
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc10048 K-1
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc20061 K-1
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0869316
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0923448
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt15334
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt21
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc00050 K-1
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc10061 K-1
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc20063 K-1
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0928783
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt010416
IRS990T/BooksInCareOfDetail/PersonNm0RALPH GERSON
IRS990T/BooksInCareOfDetail/PhoneNum02487886500
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1688
IRS990T/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd048012
IRS990T/BookValueAssetsEOYAmt01107938800
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt0104294
IRS990T/CYGenBusinessCreditAllowedAmt055529
IRS990T/ESPenaltyAmt0240
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt02410452
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt130221
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0900001
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd1900001
IRS990TScheduleA/CapitalGainNetIncomeAmt01958273
IRS990TScheduleA/DepletionAmt0118351
IRS990TScheduleA/NetOperatingLossDeductionAmt01672698
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/OtherDeductionsAmt04075
IRS990TScheduleA/PrincipalBusinessActivityCd0900001
IRS990TScheduleA/PrincipalBusinessActivityCd1900001
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt0122426
IRS990TScheduleA/TotalDeductionsAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0255025
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt1-28981
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt02213298
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1-28981
IRS990TScheduleA/TotUnrltTrdBusIncmAmt02213298
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1-28981
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0PARTNERSHIP INCOME
IRS990TScheduleA/TradeOrBusinessDesc1PARTNERSHIP INCOME - 0059 K-1
IRS990TScheduleA/UBIBeforeNOLDedAmt02090872
IRS990TScheduleA/UBIBeforeNOLDedAmt1-28981
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0418174
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-28981
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt065705
IRS990T/TaxLessCreditsAmt010176
IRS990T/TotalCreditsAmt055529
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt010176
IRS990T/TotalTaxComputationAmt065705
IRS990T/TotalUBTIAmt0312880
IRS990T/TotalUBTIBeforeNOLSpecificAmt0313880
IRS990T/TotalUBTIBeforeSection199AAmt0313880
IRS990T/TotalUBTIComputedAmt0418174
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0RALPH GERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02487886500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM DAVIDSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0203899187
ReturnHeader/Filer/PhoneNum02487886500
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1688
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048012
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 CAMBRIDGE CT STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048326
ReturnHeader/PreparerPersonGrp/PhoneNum02483757100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DORI EGGETT
ReturnHeader/ReturnTs02022-11-15T10:58:24-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RALPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GERSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,142$0.01$1,142$80.4$74.3$6.08
2023Summary only. Only limited summary data is available for this year.$1,107$0.00$28.5$71.8$43.4
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,104$0.01$1,104$43.3$75.2$31.9
2021Detailed filing. Detailed filing data is available for this year.$1,108$0.01$1,108$127$68.3$58.9
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$1,077$0.01$1,077$46.3$63.4$17.1
2019Summary only. Only limited summary data is available for this year.$1,094$0.01$45.8$67.9$22.0
2015Summary only. Only limited summary data is available for this year.$765$0.00$0.14$63.0$62.9
2014Summary only. Only limited summary data is available for this year.$828$0.00$383$54.1$328
2013Summary only. Only limited summary data is available for this year.$504$0.00$127$51.1$75.9
2012Summary only. Only limited summary data is available for this year.$448$0.00$117$20.2$96.3
2011Summary only. Only limited summary data is available for this year.$351$0.00$176$16.3$160