Civic Intelligence

The Michael-David Family Foundation

990PF • Fiscal year 2012 • EIN 27-1538342

Jan 01, 2012 to Dec 31, 2012 • Filed on May 10, 2013

Organization Profile

4580 W Highway 1295242

Siviq Scores

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

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

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

No value available

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

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Higher top officer pay than 72% of similar nonprofits.

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

No value available

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

Source year 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets35th percentile

Assets

$986,681

No earlier filing loaded for comparison.

Net Assets

$986,681

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$99,762

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.

Highlighted filing

2012

Assets$986,681

Liabilities$0

Net Assets$986,681

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$99,762

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: May 10, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay72nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MICHAEL PHILLIPS	President, VP	-	$0	-	-
DAVID PHILLIPS	CFO, Secretary	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	SALVATION ARMY	UNRESTRICTED	CHARITY	LODI, CA, US	$25,000
Paid Grant	LODI PUBLIC LIBRARY	UNRESTRICTED	CHARITY	LODI, CA, US	$12,500
Paid Grant	LODI MEMORIAL HOSPITAL FOUNDATION	UNRESTRICTED	CHARITY	LODI, CA, US	$10,000
Paid Grant	LODI HOUSE	UNRESTRICTED	CHARITY	LODI, CA, US	$10,000
Paid Grant	LODI ADOPT A CHILD	UNRESTRICTED	CHARITY	LODI, CA, US	$10,000
Paid Grant	WOMEN'S CENTER	UNRESTRICTED	CHARITY	LODI, CA, US	$10,000
Paid Grant	LOEL CENTER	UNRESTRICTED	CHARITY	LODI, CA, US	$5,000
Paid Grant	UCLA	UNRESTRICTED	CHARITY	LOS ANGELES, CA, US	$5,000
Paid Grant	AMERICAN LEGION POST 22	UNRESTRICTED	CHARITY	LODI, CA, US	$5,000

Filing and Contact Details

Filer

EIN: 27-1538342

Raw XML Appendix383 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.

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	0	554975
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	0	562594
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	0	BANK OF STOCKTON (VARIOUS SECURITIES)
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	7262
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IRS990PF/BalanceSheets/CapitalStockEOY	0	0
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117	0	X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY	0	0
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY	0	0
IRS990PF/BalanceSheets/RetainedEarningsBOY	0	1069287
IRS990PF/BalanceSheets/RetainedEarningsEOY	0	986681
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY	0	768277
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	2010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	1	2010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2012-06-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	1	2012-06-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	GOLDMAN SACHS SHT DUR GOVT - 5,301.529 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	TEMPLETON GLOBAL BOND - 6,336.540 SHS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	0	24
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	2	2692
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	0	54394
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	1	80157
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	2	2692
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	0	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	1	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	2	P
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IRS990PF/DistributableAmount/DeductionFrDistributableAmount	0	0
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	50817
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	50817
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IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	51062
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	245
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	0
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	994300
IRS990PF/MethodOfAccountingCash	0	X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness	0	0
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	1036791
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	492689
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	544102
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	15552
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	51062
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	1021239
IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	1036791
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	2.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	1	2.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	MICHAEL PHILLIPS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	DAVID PHILLIPS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	PRESIDENT, VP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	CFO, SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	4580 W HIGHWAY 12
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	4580 W HIGHWAY 12
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	LODI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	CA
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	110749
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IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	0
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	206641
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	197000
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	122
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	33375
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.324977
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	93185
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	93185
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	0
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	93185
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	0
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	0
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	1
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	DAVID PHILLIPS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	2093687384
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	CA
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IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	CA
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	0
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	0
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	0
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	10000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	10000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	4	5000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	5	5000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	6	10000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	7	5000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	8	10000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	5	UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	6	UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	7	UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	8	UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	LODI PUBLIC LIBRARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	LODI MEMORIAL HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	LODI HOUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	4	LOEL CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	5	UCLA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	6	LODI ADOPT A CHILD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	7	AMERICAN LEGION POST 22
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	8	WOMEN'S CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	4	CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	5	CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	6	CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	7	CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	8	CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	4	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	5	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	6	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	7	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	8	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	201 W LOCUST STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	622 NORTH SACRAMENTO STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	845 S FAIRMONT AVE SUITE 3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	801 S WASHINGTON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	105 SOUTH WASHINGTON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	5	405 HILGARD AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	6	100 EAST PINE STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	7	320 NORTH WASHINGTON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	8	29 SOUTH WASHINGTON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	LODI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	LODI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	LODI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	LODI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	LODI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	5	LOS ANGELES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	6	LODI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	7	LODI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	8	LODI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	5	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	6	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	7	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	8	CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	95240
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	95240
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	95240
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	95240
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	95240
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	5	90095
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	6	95240
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	7	95240
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	8	95240
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture	0	0
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	92500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	0
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	0
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	50817
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	50817
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	76265
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	22741
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	141374
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	42368
IRS990PF/UndistributedIncome/ExcessFromYear1	0	76265
IRS990PF/UndistributedIncome/ExcessFromYear2	0	22741
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	93185
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	42368
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	141374
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	99006
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
OtherExpensesSchedule/OtherExpenses/Description	0	INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/Description	1	FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	0
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	1	50
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	3993
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	0
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	3993
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	50
TaxesSchedule/Taxes/Amount	0	10
TaxesSchedule/Taxes/Amount	1	84
TaxesSchedule/Taxes/Category	0	CA FILING FEE
TaxesSchedule/Taxes/Category	1	FEDERAL EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	10
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	1	0
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/Filer/EIN	0	271538342
ReturnHeader/Filer/Name/BusinessNameLine1	0	THE MICHAEL-DAVID FAMILY FOUNDATION
ReturnHeader/Filer/NameControl	0	MICH
ReturnHeader/Filer/Phone	0	2093687384
ReturnHeader/Filer/USAddress/AddressLine1	0	4580 W HIGHWAY 12
ReturnHeader/Filer/USAddress/City	0	LODI
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	95242
ReturnHeader/Officer/AuthorizeThirdParty	0	1
ReturnHeader/Officer/DateSigned	0	2013-05-10
ReturnHeader/Officer/Name	0	DAVID PHILLIPS
ReturnHeader/Officer/Phone	0	2093687384
ReturnHeader/Officer/Title	0	CFO
ReturnHeader/PreparerFirm/EIN	0	941481988
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	BOWMAN & COMPANY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	10100 TRINITY PARKWAYSTE 310
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	STOCKTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	95219
ReturnHeader/Preparer/Name	0	DANIEL E PHELPS CPA
ReturnHeader/Preparer/Phone	0	2094731040
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-01-01
ReturnHeader/TaxPeriodEndDate	0	2012-12-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-05-14T12:08:16-05:00

Document Assets

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Filings

Displayed year

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

Assets: $986,681
Liabilities: $0
Net assets: $986,681
Revenue: -
Expenses: $99,762
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.00	$0.03	$0.03
2023Detailed filing. Detailed filing data is available for this year.	$0.04	$0.00	$0.03	$0.00	$0.25	$0.25
2022Detailed filing. Detailed filing data is available for this year.	$0.29	$0.00	$0.29	$0.01	$0.33	$0.34
2021Detailed filing. Detailed filing data is available for this year.	$0.63	$0.00	$0.62	$0.11	$0.23	$0.12
2020Detailed filing. Detailed filing data is available for this year.	$0.74	$0.00	$0.74	$0.08	$0.23	$0.15
2019Detailed filing. Detailed filing data is available for this year.	$0.89	$0.00	$0.89	$0.08	$0.27	$0.20
2018Detailed filing. Detailed filing data is available for this year.	$1.09	$0.00	$1.09	$0.08	$0.23	$0.14
2017Detailed filing. Detailed filing data is available for this year.	$1.23	$0.00	$1.23	$0.51	$0.19	$0.32
2016Detailed filing. Detailed filing data is available for this year.	$0.92	$0.00	$0.92	$0.45	$0.19	$0.26
2015Detailed filing. Detailed filing data is available for this year.	$0.65	$0.00	$0.65	$0.05	$0.12	$0.08
2014Detailed filing. Detailed filing data is available for this year.	$0.73	$0.00	$0.73	$0.07	$0.16	$0.09
2013Detailed filing. Detailed filing data is available for this year.	$0.81	$0.00	$0.81	$0.00	$0.18	$0.17
2012Detailed filing. Detailed filing data is available for this year.	$0.99	$0.00	$0.99		$0.10