Davidson Family Foundation

Great Falls, MT
Tax-exempt since Feb. 2002
EIN: 81-0545443

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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

$1.54M (2024)

Expenses

$705k (2024)

Total Assets

$7.16M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$1,540,591

Expenses

$704,587

Net Income

$836,004

Net Assets

$7,161,582

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41,861	2.7%
Dividends	$214,390	13.9%
Sales of Assets	$1,284,340	83.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$629,100	89.3%
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	$7,161,582
Total Liabilities	$0
Net Assets	$7,161,582

Compensation

Key Employees and Officers	Compensation	Other
Ian B Davidson (Vice President Director)	$0	$0
Nancy A Davidson (Vice President Director)	$0	$0
Andrew I Davidson (President/Secretary Dire)	$0	$0

990-PF

Filed on May 12, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$684,297

Expenses

$716,288

Net Income

-$31,991

Net Assets

$6,325,578

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,624	2.7%
Dividends	$223,122	32.6%
Sales of Assets	$442,551	64.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$659,275	92.0%
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	$6,325,578
Total Liabilities	$0
Net Assets	$6,325,578

Compensation

Key Employees and Officers	Compensation	Other
Ian B Davidson (Vice President Director)	$0	$0
Nancy A Davidson (Vice President Director)	$0	$0
Andrew I Davidson (President/Secretary Dire)	$0	$0

990-PF

Filed on Nov. 15, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$763,027

Expenses

$691,415

Net Income

$71,612

Net Assets

$6,357,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,110	1.2%
Dividends	$199,603	26.2%
Sales of Assets	$554,314	72.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$624,655	90.3%
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	$6,357,569
Total Liabilities	$0
Net Assets	$6,357,569

Compensation

Key Employees and Officers	Compensation	Other
Ian B Davidson (Vice President Director)	$0	$0
Nancy A Davidson (Vice President Director)	$0	$0
Andrew I Davidson (President/Secretary Dire)	$0	$0

990-PF

Filed on May 15, 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

$903,897

Expenses

$563,189

Net Income

$340,708

Net Assets

$6,314,756

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$65,453	7.2%
Interest Revenue	$57	0.0%
Dividends	$202,937	22.5%
Sales of Assets	$635,450	70.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$498,719	88.6%
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	$6,314,756
Total Liabilities	$0
Net Assets	$6,314,756

Compensation

Key Employees and Officers	Compensation	Other
Ian B Davidson (Vice President Director)	$0	$0
Nancy A Davidson (Vice President Director)	$0	$0
Andrew I Davidson (President/Secretary Dire)	$0	$0

990-PF

Filed on Aug. 4, 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

$1,376,329

Expenses

$560,877

Net Income

$815,452

Net Assets

$6,467,844

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$139,914	10.2%
Interest Revenue	$272	0.0%
Dividends	$208,189	15.1%
Sales of Assets	$1,027,954	74.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$521,530	93.0%
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	$6,467,845
Total Liabilities	$1
Net Assets	$6,467,844

Compensation

Key Employees and Officers	Compensation	Other
Ian B Davidson (Vice President Director)	$0	$0
Nancy A Davidson (Vice President Director)	$0	$0
Andrew I Davidson (President/Secretary Dire)	$0	$0

990-PF

Filed on Oct. 16, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$1,325,786

Expenses

$510,551

Net Income

$815,235

Net Assets

$5,785,456

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$163,875	12.4%
Interest Revenue	$1,423	0.1%
Dividends	$182,220	13.7%
Sales of Assets	$978,268	73.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$484,127	94.8%
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	$5,785,457
Total Liabilities	$1
Net Assets	$5,785,456

Compensation

Key Employees and Officers	Compensation	Other
Ian B Davidson (Vice President Director)	$0	$0
Nancy A Davidson (Vice President Director)	$0	$0
Andrew I Davidson (President/Secretary Dire)	$0	$0

990-PF

Filed on April 30, 2020

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

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Schedules ▼

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Fiscal Year Ending Dec.
2018

Revenue

$887,521

Expenses

$411,006

Net Income

$476,515

Net Assets

$5,120,371

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$378,880	42.7%
Interest Revenue	$1,002	0.1%
Dividends	$199,606	22.5%
Sales of Assets	$308,033	34.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$386,368	94.0%
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	$5,120,371
Total Liabilities	$0
Net Assets	$5,120,371

Compensation

Key Employees and Officers	Compensation	Other
Ian B Davidson (Vice President Director)	$0	$0
Nancy A Davidson (Vice President Director)	$0	$0
Andrew I Davidson (President/Secretary Dire)	$0	$0

990-PF

Filed on July 10, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$1,014,424

Expenses

$324,506

Net Income

$689,918

Net Assets

$5,022,728

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$343,674	33.9%
Interest Revenue	$208	0.0%
Dividends	$157,906	15.6%
Sales of Assets	$512,636	50.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$303,300	93.5%
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	$5,022,728
Total Liabilities	$0
Net Assets	$5,022,728

Compensation

Key Employees and Officers	Compensation	Other
Ian B Davidson (Vice President Director)	$0	$0
Nancy A Davidson (Vice President Director)	$0	$0
Andrew I Davidson (President/Secretary Dire)	$0	$0

990-PF

Filed on July 16, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$860,940

Expenses

$315,170

Net Income

$545,770

Net Assets

$4,676,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$676,476	78.6%
Interest Revenue	$57	0.0%
Dividends	$89,282	10.4%
Sales of Assets	$95,125	11.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$302,995	96.1%
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	$4,676,115
Total Liabilities	$0
Net Assets	$4,676,115

Compensation

Key Employees and Officers	Compensation	Other
Ian B Davidson (Vice President Director)	$0	$0
Nancy A Davidson (Vice President Director)	$0	$0
Andrew I Davidson (President/Secretary Director)	$0	$0

990-PF

Filed on July 10, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$964,861

Expenses

$201,111

Net Income

$763,750

Net Assets

$4,786,803

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$650,370	67.4%
Interest Revenue	$22	0.0%
Dividends	$96,938	10.0%
Sales of Assets	$217,531	22.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$177,975	88.5%
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	$4,786,803
Total Liabilities	$0
Net Assets	$4,786,803

Compensation

Key Employees and Officers	Compensation	Other
Ian B Davidson (President Director)	$0	$0
Nancy A Davidson (Vice President Director)	$0	$0
Andrew I Davidson (Secretary Director)	$0	$0

990-PF

Filed on June 23, 2016

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

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Schedules ▼

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Fiscal Year Ending Dec.
2014

Revenue

$1,482,709

Expenses

$60,409

Net Income

$1,422,300

Net Assets

$4,685,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$611,022	41.2%
Interest Revenue	$18	0.0%
Dividends	$87,969	5.9%
Sales of Assets	$776,350	52.4%
Other Income	$7,350	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,125	11.8%
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	$4,685,284
Total Liabilities	$0
Net Assets	$4,685,284

Compensation

Key Employees and Officers	Compensation	Other
Ian B Davidson (President Director)	$0	$0
Nancy A Davidson (Vice President Director)	$0	$0
Andrew I Davidson (Secretary Director)	$0	$0

990-PF

Filed on July 22, 2015

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

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Schedules ▼

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Fiscal Year Ending Dec.
2013

Revenue

$2,169,245

Expenses

$150,128

Net Income

$2,019,117

Net Assets

$3,831,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$745,570	34.4%
Interest Revenue	$23	0.0%
Dividends	$71,609	3.3%
Sales of Assets	$1,352,043	62.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,090	69.3%
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	$3,831,802
Total Liabilities	$0
Net Assets	$3,831,802

Compensation

Key Employees and Officers	Compensation	Other
Ian B Davidson (President Director)	$0	$0
Nancy A Davidson (Vice President Director)	$0	$0
Lauren M Descamps (Director)	$0	$0
Sydney A Maxwell (Director)	$0	$0
Andrew I Davidson (Director)	$0	$0

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990-PF

Filed on Sept. 5, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$624,973

Expenses

$143,250

Net Income

$481,723

Net Assets

$2,539,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$570,003	91.2%
Interest Revenue	$11	0.0%
Dividends	$47,183	7.5%
Sales of Assets	$7,776	1.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,996	90.7%
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	$2,539,345
Total Liabilities	$1
Net Assets	$2,539,344

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$539,362

Expenses

$119,033

Net Income

$420,329

Net Assets

$1,646,942

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$437,023	81.0%
Interest Revenue	$12	0.0%
Dividends	$36,175	6.7%
Sales of Assets	$66,152	12.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,951	93.2%
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	$1,646,943
Total Liabilities	$1
Net Assets	$1,646,942

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

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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The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Davidson Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.54M (2024)

Expenses $705k (2024)

Total Assets $7.16M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Revenue

$1.54M (2024)

Expenses

$705k (2024)

Total Assets

$7.16M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2019

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2018

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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

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2009

Fiscal Year Ending Dec.
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2002

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2001