Michael David Family Foundation

Lodi, CA
Tax-exempt since Jan. 2012
EIN: 27-1538342

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$423 (2023)

Expenses

$255k (2023)

Total Assets

$35.7k (2023)

Total Liabilities

$2.7k (2023)

Source: Form 990 tax filings from 2010 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$423

Expenses

$254,919

Net Income

-$254,496

Net Assets

$32,984

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$423	100%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$249,000	97.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$35,684
Total Liabilities	$2,700
Net Assets	$32,984

Compensation

Key Employees and Officers	Compensation	Other
Michael Phillips (President, Vp)	$0	$0
David Phillips (Cfo, Secretary)	$0	$0

990-PF

Filed on Nov. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

-$5,088

Expenses

$331,840

Net Income

-$336,928

Net Assets

$287,480

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$183
Dividends	$11,983
Sales of Assets	-$17,254
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$327,100	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$290,180
Total Liabilities	$2,700
Net Assets	$287,480

Compensation

Key Employees and Officers	Compensation	Other
Michael Phillips (President, Vp)	$0	$0
David Phillips (Cfo, Secretary)	$0	$0

990-PF

Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$112,933

Expenses

$233,099

Net Income

-$120,166

Net Assets

$624,408

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$77,935	69.0%
Interest Revenue	$106	0.1%
Dividends	$12,411	11.0%
Sales of Assets	$22,481	19.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$225,053	96.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$627,108
Total Liabilities	$2,700
Net Assets	$624,408

Compensation

Key Employees and Officers	Compensation	Other
Michael Phillips (President, Vp)	$0	$0
David Phillips (Cfo, Secretary)	$0	$0

990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$78,295

Expenses

$225,788

Net Income

-$147,493

Net Assets

$744,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$65,000	83.0%
Interest Revenue	$265	0.3%
Dividends	$13,771	17.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$221,221	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$744,574
Total Liabilities	$1
Net Assets	$744,573

Compensation

Key Employees and Officers	Compensation	Other
Michael Phillips (President, Vp)	$0	$0
David Phillips (Cfo, Secretary)	$0	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$75,839

Expenses

$271,525

Net Income

-$195,686

Net Assets

$892,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$38,791	51.1%
Interest Revenue	$609	0.8%
Dividends	$15,426	20.3%
Sales of Assets	$21,013	27.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$263,097	96.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$892,067
Total Liabilities	$1
Net Assets	$892,066

Compensation

Key Employees and Officers	Compensation	Other
Michael Phillips (President, Vp)	$0	$0
David Phillips (Cfo, Secretary)	$0	$0

990-PF

Filed on Nov. 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2018

Revenue

$84,348

Expenses

$227,249

Net Income

-$142,901

Net Assets

$1,087,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$63,144	74.9%
Interest Revenue	$799	0.9%
Dividends	$14,335	17.0%
Sales of Assets	$6,070	7.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$216,179	95.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,087,753
Total Liabilities	$0
Net Assets	$1,087,753

Compensation

Key Employees and Officers	Compensation	Other
Michael Phillips (President, Vp)	$0	$0
David Phillips (Cfo, Secretary)	$0	$0

990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$508,538

Expenses

$193,164

Net Income

$315,374

Net Assets

$1,230,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$487,631	95.9%
Interest Revenue	$299	0.1%
Dividends	$12,752	2.5%
Sales of Assets	$7,856	1.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$188,945	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,230,654
Total Liabilities	$0
Net Assets	$1,230,654

Compensation

Key Employees and Officers	Compensation	Other
Michael Phillips (President, Vp)	$0	$0
David Phillips (Cfo, Secretary)	$0	$0

990-PF

Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$454,575

Expenses

$189,825

Net Income

$264,750

Net Assets

$915,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$438,290	96.4%
Interest Revenue	$32	0.0%
Dividends	$12,761	2.8%
Sales of Assets	$3,492	0.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,410	97.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$915,280
Total Liabilities	$0
Net Assets	$915,280

Compensation

Key Employees and Officers	Compensation	Other
Michael Phillips (President, Vp)	$0	$0
David Phillips (Cfo, Secretary)	$0	$0

990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$46,448

Expenses

$122,908

Net Income

-$76,460

Net Assets

$650,530

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$43,303	93.2%
Interest Revenue	$90	0.2%
Dividends	$16,256	35.0%
Sales of Assets	-$13,201
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,605	94.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$650,530
Total Liabilities	$0
Net Assets	$650,530

Compensation

Key Employees and Officers	Compensation	Other
Michael Phillips (President, Vp)	$0	$0
David Phillips (Cfo, Secretary)	$0	$0

990-PF

Filed on May 26, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$72,997

Expenses

$160,569

Net Income

-$87,572

Net Assets

$726,990

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$49,204	67.4%
Interest Revenue	$173	0.2%
Dividends	$16,486	22.6%
Sales of Assets	$7,134	9.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,828	95.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$726,990
Total Liabilities	$0
Net Assets	$726,990

Compensation

Key Employees and Officers	Compensation	Other
Michael Phillips (President, Vp)	$0	$0
David Phillips (Cfo, Secretary)	$0	$0

990-PF

Filed on Nov. 16, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$4,836

Expenses

$176,955

Net Income

-$172,119

Net Assets

$814,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$308	6.4%
Dividends	$14,885	> 100%
Sales of Assets	-$10,357
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,550	95.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$814,562
Total Liabilities	$0
Net Assets	$814,562

Compensation

Key Employees and Officers	Compensation	Other
Michael Phillips (President, Vp)	$0	$0
David Phillips (Cfo, Secretary)	$0	$0

990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$17,156

Expenses

$99,762

Net Income

-$82,606

Net Assets

$986,680

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$471	2.7%
Dividends	$18,250	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,185	93.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$986,681
Total Liabilities	$1
Net Assets	$986,680

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$512,997

Expenses

$114,319

Net Income

$398,678

Net Assets

$1,069,287

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500,000	97.5%
Interest Revenue	$874	0.2%
Dividends	$11,597	2.3%
Sales of Assets	$526	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,715	96.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,069,287
Total Liabilities	$0
Net Assets	$1,069,287

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Revenue

$504,376

Expenses

$33,767

Net Income

$470,609

Net Assets

$670,609

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500,250	99.2%
Interest Revenue	$657	0.1%
Dividends	$2,999	0.6%
Sales of Assets	$470	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,413	99.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$670,609
Total Liabilities	$0
Net Assets	$670,609

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Michael David Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $423 (2023)

Expenses $255k (2023)

Total Assets $35.7k (2023)

Total Liabilities $2.7k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$423 (2023)

Expenses

$255k (2023)

Total Assets

$35.7k (2023)

Total Liabilities

$2.7k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009