Davis Family Foundation in Bozeman, Montana (MT)

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Davis Family Foundation
Employer Identification Number (EIN)311589361
Name of OrganizationDavis Family Foundation
In Care of NameHoward W Davis
Address8000 Bridger Shadows Rd, Bozeman, MT 59715-7639
ActivitiesScientific research (diseases)
SubsectionCharitable Organization
Ruling Date05/1998
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$25,000 to $99,999
Income$1 to $9,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$73,701
Amount of Income$5,118
Form 990 Revenue Amount$10,482
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations


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Amount of income in 2013: $5,118 (it was $15,292 in 2012)
Davis Family Foundation: 

 $5,118
Other organizations performing similar types of work: 

 $153,770

Assets in 2013: $73,701 (it was $83,609 in 2012)
This organization: 

 $73,701
Other organizations performing similar types of work: 

 $516,948

Expenses in 2012: $10,292
Davis Family Foundation: 

 $10,292
Other organizations performing similar types of work: 

 $60,348

Income to expenses ratio in 2012: 0.5
Davis Family Foundation: 

 0.5
Other organizations performing similar types of work: 

 2.2

Grants share in income in 2012: 98.1%
Davis Family Foundation: 

 98.1%
Other organizations performing similar types of work: 

 0.0%

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Analysis of Revenue and Expenses (for 2012)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$15,292$292$0
Contributions, gifts, grants, etc., received$15,000
Interest on savings and temporary cash investments$292
Dividends and interest from securities$0
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$10,292$792$0$9,500
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$792$792$0
Contributions, gifts, grants paid$9,500
Excess of revenue over expenses and disbursements$5,000
Net investment income$0
Adjusted net income$0
Balance Sheets (for 2012)
Book ValueFair Market Value
Total assets$83,609$83,609
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$83,609
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$83,609
Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income$0
Net capital loss$0
Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$0
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$0
Overpayment$0
Amount to be credited to 2013 estimated tax$0
Statements Regarding Activities (for 2012)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$77,654
Net value of noncharitable-use assets$76,480
Minimum investment return$3,824
Distributable Amount (for 2012)
Distributable amount$3,824
Undistributed Income (for 2012)
Distributable amount for 2012$3,824
Undistributed income for 2012. This amount must be distributed in 2013$0
Private Operating Foundations (for 2012)
2012201120102009Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The Wallace Research FoundationAttn Kay Hegarty 221 Third Ave Se, Cedar Rapids, IA 52401-1522IA1996-05$44,138,975
2Trimix Foundation50 Park Row W Ste 113, Providence, RI 02903-1114RI1997-05$23,588,272
3Russell Grinnell Memorial TrPO BOX 1802, Providence, RI 02901-1802RI1998-10$13,669,625
4Wcp Foundation9 W 57th St, New York, NY 10019-2701NY1998-08$13,302,553
5Sage Foundation Inc16 Khakum Dr, Greenwich, CT 06831-3727CT1997-09$11,763,440
6Rothfeld Family Foundation Inc156 5th Ave Ste 904, New York, NY 10010-7762NY1998-02$9,649,897
7The Robert P And Arlene R Kogod Family Foundation2345 Crystal Drive 11th Floor, Arlington, VA 22202-4801VA1996-10$8,219,766
8Theodore Cross Family Charitable Foundation100 Merrick Road, Rockville Centre, NY 11570-4800NY1995-06$8,069,390
9Ruettgers Family Charitable Foundation, Ruettgers Michael C Ttee100 Federal Street 37th Floor, Boston, MA 02110-1802MA1997-09$7,375,679
10The Dickler Family Foundation501 Silverside Rd Ste 123, Wilmington, DE 19809-1377DE1996-12$7,174,609
11Swartz Foundation Ua 1105946 Light House Pointroad, Lloyd Harbor, NY 11743NY1996-01$6,695,817
12Schultz Family Foundation4209 21st Ave W Ste 401, Seattle, WA 98199-1254WA1998-03$6,123,588
13The Lita Annenberg Hazen Foundation667 Madison Avenue, New York, NY 10065NY1995-11$5,371,103
14Slick Family Foundation4400 Silas Creek Pkwy Ste 302, Winston Salem, NC 27104-3823NC1997-04$4,692,739
15Russel & Deborah Taylor Foundation31 Indian Point Ln, Riverside, CT 06878-2622CT1997-06$4,443,249
16The Do More Foundation14952 W Cameron Dr, Surprise, AZ 85379-5217AZ1997-04$4,363,508
17Shikiar Family Foundation, Shikiar Stuart A Ttee30 E 85th St Apt 24b, New York, NY 10028-0462NY1996-12$3,993,513
18Scheick-Verrochki Fam Foundation IncC/O R Donovan 265 Washington St, Westwood, MA 02090MA1995-09$3,475,587
19Donald & Carol Roberts Foundation In Memory Of Virginia K Weston Inc5414 Walter Hagen Dr, Billings, MT 59106-1007MT1995-10$194,683
20Davis Family Foundation8000 Bridger Shadows Rd, Bozeman, MT 59715-7639MT1998-05$5,118
Number of organizations performing similar types of work
Alabama4
Arkansas2
Arizona14
California43
Colorado15
Connecticut26
District of Columbia4
Delaware3
Florida32
Georgia10
Iowa8
Idaho1
Illinois35
Indiana3
Kansas5
Kentucky3
Louisiana1
Massachusetts52
Maryland6
Maine5
Michigan11
Minnesota13
Missouri8
Mississippi3
Montana2
North Carolina12
North Dakota1
Nebraska3
New Hampshire6
New Jersey30
New Mexico3
Nevada4
New York181
Ohio13
Oklahoma8
Oregon4
Pennsylvania26
Rhode Island10
South Carolina5
Tennessee8
Texas62
Utah10
Virginia13
Washington14
Wisconsin11
West Virginia3
Wyoming2
International2
Total740

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