Civic Intelligence

Carolyn and Gordon Davidson Family Foundation

EIN 81-4248277 • Palo Alto, CA

1919 Barbara DrivePalo Alto, CA 94303-3442
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-2387%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-48%

Faster revenue growth than 19% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $4,368,516 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $4,368,516 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin3rd percentile

Revenue

Down

$212,919

Down $197,634 (-48%) from 2023

Expenses

Up

$5,295,508

Up $5,016,322 (+1797%) from 2023

Net Income

Down

-$5,082,589

Down $5,213,956 (-3969%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2018: $2,768,275Liabilities 2018: $0Net Assets 2018: $2,768,2752018Assets 2019: $3,178,599Liabilities 2019: $0Net Assets 2019: $3,178,5992019Assets 2020: $3,251,510Liabilities 2020: $1Net Assets 2020: $3,251,5102020Assets 2021: $4,186,180Liabilities 2021: $1Net Assets 2021: $4,186,1802021Assets 2022: $4,237,149Liabilities 2022: $1Net Assets 2022: $4,237,1492022Assets 2023: $4,368,516Liabilities 2023: $0Net Assets 2023: $4,368,5162023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0M-$10MRevenue 2018: $80,948Expenses 2018: $120,775Net Income 2018: -$39,8272018Revenue 2019: $316,958Expenses 2019: $46,943Net Income 2019: $270,0152019Revenue 2020: $470,329Expenses 2020: $441,615Net Income 2020: $28,7142020Revenue 2021: $1,715,948Expenses 2021: $1,769,886Net Income 2021: -$53,9382021Revenue 2022: $691,922Expenses 2022: $575,633Net Income 2022: $116,2892022Revenue 2023: $410,553Expenses 2023: $279,186Net Income 2023: $131,3672023Revenue 2024: $212,919Expenses 2024: $5,295,508Net Income 2024: -$5,082,5892024

Highlighted filing

2024

Revenue$212,919
Expenses$5,295,508
Net Income-$5,082,589
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$212,919
Expenses
$5,295,508
Net income
-$5,082,589
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.21$5.30$5.08
2023Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.41$0.28$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.69$0.58$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$1.72$1.77$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.47$0.44$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.32$0.05$0.27
2018Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.08$0.12$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 25, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROYLN S DAVIDSONPresident-$0--
GORDON K DAVIDSONSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Carolyn and Gordon Davidson Family
EIN
81-4248277
Phone
6502692469
Address
1919 BARBARA DRIVE, PALO ALTO, CA 94303-3442

Signing Officer

Name
Carolyn Davidson
Title
President
Phone
6502692469
Signed
2024-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Bpm Llp
Address
10 ALMADEN BOULEVARD SUITE 1000, SAN JOSE, CA 95113-2238
Preparer
Ann Marie Gross
Phone
4089616300
Raw XML Appendix315 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHARLES SCHWAB CHARITABLE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 628298
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032862
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05259941
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0109123
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0109123
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014347
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0314109
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0218086
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05705920
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05159378
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014347
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0314109
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0218086
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05268501
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05159378
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05705920
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0546542
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0GORDON AND CAROLYN DAVIDSON
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01919 BARBARA DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094303
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015733
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02450
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0THE CAROLYN AND GORDON DAVIDSON FAMILY FOUNDATION WAS DISSOLVED EFFECTIVE 6/28/24. ALL ASSETS HAVE BEEN DISTRIBUTED TO A QUALIFYING CHARITY.
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0714073
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN/LOSS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012814
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PORTFOLIO MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012814
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0CAROLYN AND GORDON DAVIDSON
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt01919 BARBARA DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0PALO ALTO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094303
TaxesSchedule/TaxesDetail/Amt03182
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN DAVIDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06502692469
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAROLYN AND GORDON DAVIDSON FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0814248277
ReturnHeader/Filer/PhoneNum06502692469
ReturnHeader/Filer/USAddress/AddressLine1Txt01919 BARBARA DRIVE
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0943033442
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814234542
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BPM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 ALMADEN BOULEVARD SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951132238
ReturnHeader/PreparerPersonGrp/PhoneNum04089616300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN MARIE GROSS
ReturnHeader/ReturnTs02024-10-25T18:32:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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