Davis-Seely Foundation in Rcho Santa Fe, California (CA)

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Davis-Seely Foundation
Employer Identification Number (EIN)330877247
Name of OrganizationDavis-Seely Foundation
In Care of NameStephen J Davis
AddressPO BOX 8980, Rcho Santa Fe, CA 92067-8980
SubsectionCharitable Organization
Ruling Date05/2000
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$500,000 to $999,999
Income$25,000 to $99,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$719,237
Amount of Income$80,540
Form 990 Revenue Amount$22,857
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising and/or Fund Distribution


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Amount of income in 2012: $80,540 (it was $42,857 in 2011)
This organization: 

 $80,540
Other organizations performing similar types of work: 

 $88,790

Assets in 2012: $719,237 (it was $737,679 in 2011)
Davis-Seely Foundation: 

 $719,237
Other organizations performing similar types of work: 

 $283,039

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$22,857$22,857$22,216
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$22,216
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Other$641
Total expenses and disbursements$49,435$0$0$42,850
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$6,585$0$0
Contributions, gifts, grants paid$42,850
Excess of revenue over expenses and disbursements$-26,578
Net investment income$22,857
Adjusted net income$22,216
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$737,679$797,331
Cash - non-interest-bearing$153,953
Investments-U.S. and state government obligations$0
Investments-corporate stock$581,726
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$2,000
Total liabilities$1
Mortgages and other notes payable$0
Other$1
Total liabilities and net assets/fund balances$737,679
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$641
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$229
Total credits and payments$305
2011 estimated tax payments and 2010 overpayment credited to 2011$305
Exempt foreign organizations-tax withheld at source$0
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Overpayment$76
Amount to be credited to 2012 estimated tax$76
Statements Regarding Activities (for 2011)
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 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?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 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$809,893
Net value of noncharitable-use assets$797,740
Minimum investment return$39,887
Distributable Amount (for 2011)
Distributable amount$39,658
Undistributed Income (for 2011)
Distributable amount for 2011$39,658
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
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
1Us Charitable Gift Trust1100 North Market Street 2nd Floor, Wilmington, DE 19890-1100DE1999-09$168,258,134
2Teammates For Kids Foundation1900 Wazee St Ste 205, Denver, CO 80202-1259CO1999-03$7,583,481
3The Forum For Youth Investment7064 Eastern Ave Nw, Washington, DC 20012-2031DC2001-07$2,796,459
4New York Friends Of IrelandPO BOX 36 20924, New York, NY 10129NY1999-02$76,697
5Louis & Gladyce Foster Family Foundation10100 Trinity Pkwy Ste 310, Stockton, CA 95219-7240CA1999-03$58,408,535
6Brittingham Family Foundation1482 E Valley Rd Ste 703, Santa Barbara, CA 93108-1200CA2009-03$18,168,930
7Searle Freedom Trust303 W Madison St Ste 1800, Chicago, IL 60606-3308IL1999-01$14,176,525
8Harriet E Pfleger Foundation7676 Hazard Center Dr Ste 700, San Diego, CA 92108-4510CA1999-01$6,725,965
9Oclo Inc477 Madison Ave Fl 10, New York, NY 10022-5841NY2000-01$5,208,802
10Jeffrey A Altman Foundation Inc640 5th Ave Fl 20, New York, NY 10019-6102NY1999-02$5,086,577
11Mz Foundation1330 Broadway Ste 903, Oakland, CA 94612-2508CA2000-03$2,166,673
12Dorene And Lee Butler Family Foundation19 Valley View Rd, Orinda, CA 94563-1408CA1999-01$605,700
13Phyllis And Donald Epstein Foundation625 N Palm Dr, Beverly Hills, CA 90210-3414CA1999-12$544,654
14Michael Fredrich Charitable Foundation2384 Pendolino Ln, Livermore, CA 94550-8286CA2000-04$313,034
15Penelope Jackson And Ralph O Wilcox Foundation3301 Celinda Dr, Carlsbad, CA 92008-2073CA1999-03$266,138
16Robert & Patricia Dahl Foundation7195 Oakport St, Oakland, CA 94621-1947CA2000-02$240,211
17Davidson Century Fund47 Linda Vista Ave, Atherton, CA 94027-5428CA2000-03$232,417
18Davis-Seely FoundationPO BOX 8980, Rcho Santa Fe, CA 92067-8980CA2000-05$80,540
19Bogart-Hirshon Foundation14290 Dickens St Unit 303, Sherman Oaks, CA 91423-5805CA1999-12$48,096
20Ellis FoundationPO BOX 9478, Rcho Santa Fe, CA 92067-4478CA1999-02$1,426
Number of organizations performing similar types of work
Alaska1
Alabama1
Arkansas1
Arizona4
California20
Colorado9
Connecticut6
District of Columbia1
Delaware1
Florida9
Georgia3
Hawaii1
Iowa1
Idaho2
Illinois14
Indiana2
Kansas3
Kentucky1
Louisiana1
Massachusetts8
Maryland2
Maine1
Michigan8
Missouri3
North Carolina7
Nebraska1
New Hampshire2
New Jersey9
Nevada1
New York38
Ohio3
Oklahoma7
Oregon3
Pennsylvania6
South Carolina1
Tennessee1
Texas12
Utah1
Virginia2
Washington8
Wisconsin6
International1
Total212

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