Civic Intelligence

Sharon S Davis Foundation Inc C/O Samuel J August CPA

990PF • Fiscal year 2012 • EIN 26-3788628

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 07, 2013

Organization Profile
C/O Untracht Early Llc 325 ColumbiaTpke No 20207932
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

$689,104

No earlier filing loaded for comparison.

Net Assets

$689,104

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$340,723

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2012: $689,104Liabilities 2012: $0Net Assets 2012: $689,1042012Assets 2013: $2,228,538Liabilities 2013: $0Net Assets 2013: $2,228,5382013Assets 2020: $1,816,644Liabilities 2020: $0Net Assets 2020: $1,816,6442020Assets 2021: $1,813,044Liabilities 2021: $0Net Assets 2021: $1,813,0442021Assets 2022: $1,972,587Liabilities 2022: $0Net Assets 2022: $1,972,5872022Assets 2023: $2,299,233Liabilities 2023: $0Net Assets 2023: $2,299,2332023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2012

Assets$689,104
Liabilities$0
Net Assets$689,104
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2012: $340,7232012Revenue 2013: $2,024,821Expenses 2013: $578,433Net Income 2013: $1,446,3882013Revenue 2020: $36,140Expenses 2020: $115,277Net Income 2020: -$79,1372020Revenue 2021: $255,252Expenses 2021: $172,350Net Income 2021: $82,9022021Revenue 2022: $345,709Expenses 2022: $186,166Net Income 2022: $159,5432022Revenue 2023: $477,610Expenses 2023: $150,964Net Income 2023: $326,6462023Revenue 2024: $310,075Expenses 2024: $2,493,837Net Income 2024: -$2,183,7622024

Highlighted filing

2012

Revenue-
Expenses$340,723
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 7, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARON SAUL DAVISDirector-$0--
CHRISTOPHER C DAVISDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSONOMA ACADEMYGENERAL UNRESTRICTEDPUBLICSANTA ROSA, CA, US$324,723
Filing and Contact Details

Filer

EIN
26-3788628
Raw XML Appendix295 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
ExplnOfNonFilingWithAGStmt/Statement0THE FOUNDATION IS REGISTERED IN DELAWARE AND DOES NOT CONDUCT BUSINESS IN ANY STATE. THEREFORE, THERE IS NO STATE REPORTING REQUIREMENT.
GeneralExplanationAttachment/GeneralExplanation/Explanation0DISTRIBUTIONS OF PROPERTY VALUED AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION: STOCK DISTRIBUTED: 1,500 SHARES AFLAC INC. DISTRIBUTED ON MAY 11, 2012 BOOK VALUE OF PROPERTY $82,185METHOD FOR DETERMINING BOOK VALUE: FAIR MARKET VALUE WHEN DONATED TO FOUNDATION (3/11/11) FAIR MARKET VALUE $64,763METHOD FOR DETERMINING FAIR MARKET VALUE: AVERAGE OF HIGH & LOW ON DATE DISTRIBUTED (5/11/12)
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0FORM 990-PF LINE 25:
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue164491
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue296955
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue368151
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue449539
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5157851
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6205803
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV167419
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2121735
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV385934
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV450387
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5194058
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6242425
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ALLEGHANY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3W.R. BERKLEY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5TRAVELERS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6US BANCORP
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount023625
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount023625
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA023625
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0324723
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0324723
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0275000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm023625
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss023625
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-42098
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome023625
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss016000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0324723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0340723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome023625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0298625
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss016000
IRS990PF/BalanceSheets/CapitalStockBOY0748624
IRS990PF/BalanceSheets/CapitalStockEOY0689104
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0724975
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0642790
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0761958
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY00
IRS990PF/BalanceSheets/RetainedEarningsEOY00
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY023649
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY046314
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV046314
IRS990PF/BalanceSheets/TotalAssetsBOY0748624
IRS990PF/BalanceSheets/TotalAssetsEOY0689104
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0808272
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0748624
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0689104
IRS990PF/BalanceSheets/TotalNetAssetsBOY0748624
IRS990PF/BalanceSheets/TotalNetAssetsEOY0689104
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-42098
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases017422
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0706526
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0748624
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0689104
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted038968
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj038968
IRS990PF/DistributableAmount/DistributableAmountBeforeDed038968
IRS990PF/DistributableAmount/MinimumInvestmentReturn039441
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0473
IRS990PF/DistributableAmount/TotalTax0473
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0513
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0986
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0473
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0513
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0473
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0473
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0986
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0808272
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0800826
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances033600
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0767226
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable012012
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn039441
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0788814
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0800826
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0SHARON SAUL DAVIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CHRISTOPHER C DAVIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10C/O UNTRACHT EARLY 325 COLUMBIA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11C/O UNTRACHT EARLY 325 COLUMBIA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine20TPKE STE 202
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine21TPKE STE 202
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0FLORHAM PARK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1FLORHAM PARK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NJ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NJ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode007932
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode107932
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct01099522
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets01099286
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio01.393594
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear101.240871
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0788814
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10678338
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0236
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0324723
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10841730
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio01.240871
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0324723
IRS990PF/QualifyingDistributions/ExpensesAndContributions0324723
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0324723
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0UNTRACHT EARLY LLC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09734086700
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10325 COLUMBIA TURNPIKE STE 202
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0FLORHAM PARK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NJ
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode007932
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG00
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Description10NONE
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0CHRISTOPHER C DAVIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0324723
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10SONOMA ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102500 FARMERS LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SANTA ROSA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode095404
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0324723
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear038968
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted038968
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10826130
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01111885
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0285755
IRS990PF/UndistributedIncome/ExcessFromYear10826130
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0324723
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0285755
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus01111885
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0826130
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions0275000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10C/O UNTRACHT EARLY 325 COLUMBIA TUR
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0FLORHAM PARK
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NJ
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode007932
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0CHRISTOPHER DAVIS
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount017422
OtherDecreasesSchedule/OtherDecreases/Description0DEPRECIATION ON STOCK DONATED
TaxesSchedule/Taxes/Amount016000
TaxesSchedule/Taxes/Category0FEDERAL TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0263788628
ReturnHeader/Filer/Name/BusinessNameLine10SHARON AND CHRISTOPHER DAVIS FOUNDATION INC
ReturnHeader/Filer/NameControl0SHAR
ReturnHeader/Filer/Phone09734086700
ReturnHeader/Filer/USAddress/AddressLine10C/O UNTRACHT EARLY LLC 325 COLUMBIA
ReturnHeader/Filer/USAddress/AddressLine20TPKE NO 202
ReturnHeader/Filer/USAddress/City0FLORHAM PARK
ReturnHeader/Filer/USAddress/State0NJ
ReturnHeader/Filer/USAddress/ZIPCode007932
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-08-07
ReturnHeader/Officer/Name0CHRISTOPHER DAVIS
ReturnHeader/Officer/Phone09738056700
ReturnHeader/Officer/Title0DIRECTOR
ReturnHeader/Preparer/DatePrepared02013-08-07
ReturnHeader/PreparerFirm/EIN0223754856
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10UNTRACHT EARLY LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10325 COLUMBIA TURNPIKE SUITE 202
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FLORHAM PARK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NJ
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode007932
ReturnHeader/Preparer/Name0TRACEY B EARLY
ReturnHeader/Preparer/Phone09734086700
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-09-09T06:34:48-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$689,104
Liabilities
$0
Net assets
$689,104
Revenue
-
Expenses
$340,723
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.31$2.49$2.18
2023Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.48$0.15$0.33
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.35$0.19$0.16
2021Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.26$0.17$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.04$0.12$0.08
2013Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$2.02$0.58$1.45
2012Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.34