Nonprofit · EIN 81-0545443
DAVIDSON FAMILY FOUNDATION
Tax-exempt · GREAT FALLS, MT 59403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,152,930 | $762,726 | $390,204 | $7,551,786 | $0 | $7,551,786 |
| December 31, 2024 | 990-PF | $1,540,591 | $704,587 | $836,004 | $7,161,582 | $0 | $7,161,582 |
| December 31, 2023 | 990-PF | $684,297 | $716,288 | -$31,991 | $6,325,578 | $0 | $6,325,578 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $190,131
- Interest
- $61,308
- Net gain from sales of assets
- $901,491
Expenses
- Grants and similar amounts paid
- $660,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $665,897
- Excise tax on investment income
- $15,059
Balance sheet and other
- Total assets, start of year
- $7,161,582
- Total assets, end of year
- $7,551,786
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,551,786
- Fair market value of assets
- $16,221,921
- Qualifying distributions
- $665,897
- Net investment income
- $1,152,930
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IAN B DAVIDSON PO BOX 189, GREAT FALLS, MT 59403 | VICE PRESIDENT - DIRECTOR | 0.5 | $0 |
| NANCY A DAVIDSON PO BOX 189, GREAT FALLS, MT 59403 | VICE PRESIDENT - DIRECTOR | 0.5 | $0 |
| ANDREW I DAVIDSON PO BOX 189, GREAT FALLS, MT 59403 | PRESIDENT/SECRETARY | 2 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IAN B DAVIDSON 8 THIRD STREET NORTH SUITE 501, GREAT FALLS, MT 59401 | VICE PRESIDENT - DIRECTOR | 0.5 | $0 |
| NANCY A DAVIDSON 8 THIRD STREET NORTH SUITE 501, GREAT FALLS, MT 59401 | VICE PRESIDENT - DIRECTOR | 0.5 | $0 |
| ANDREW I DAVIDSON 8 THIRD STREET NORTH SUITE 501, GREAT FALLS, MT 59401 | PRESIDENT/SECRETARY - DIRE | 2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IAN B DAVIDSON 8 THIRD STREET NORTH SUITE 501, GREAT FALLS, MT 59401 | VICE PRESIDENT - DIRECTOR | 0.5 | $0 |
| NANCY A DAVIDSON 8 THIRD STREET NORTH SUITE 501, GREAT FALLS, MT 59401 | VICE PRESIDENT - DIRECTOR | 0.5 | $0 |
| ANDREW I DAVIDSON 8 THIRD STREET NORTH SUITE 501, GREAT FALLS, MT 59401 | PRESIDENT/SECRETARY - DIRE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 189, GREAT FALLS, MT 59403-0189
- In care of
- % I DAVIDSON
- Signed the 990-PF
- ANDREW DAVIDSON, PRESIDENT
- Phone
- (406) 791-7262
- Return prepared by
- CBIZ ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-0545443
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $7,551,786
- Income (IRS master file)
- $2,920,961
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,152,930 | $762,726 | $7,551,786 | IRS |
| 990-PF | December 2024 | $1,540,591 | $704,587 | $7,161,582 | IRS |
| 990-PF | December 2023 | $684,297 | $716,288 | $6,325,578 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0545443).
Questions about DAVIDSON FAMILY FOUNDATION
- What is the EIN of DAVIDSON FAMILY FOUNDATION?
- The employer identification number (EIN) of DAVIDSON FAMILY FOUNDATION is 81-0545443.
- Is DAVIDSON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to DAVIDSON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVIDSON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVIDSON FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVIDSON FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of DAVIDSON FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does DAVIDSON FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,152,930, expenses of $762,726 and total assets of $7,551,786 at year end.
Other nonprofits in GREAT FALLS
- TILLIE S PATTERSON MEMORIAL FOUNDATION EIN 81-2756642 · last filed 990-PF for 2025
- GREAT FALLS PUBLIC SCHOOLS FOUNDATION EIN 27-2577990 · last filed 990 for 2025
- ALICE LEE LUND CHARITABLE TR EIN 91-6530681 · last filed 990-PF for 2024
- WHM FAMILY FOUNDATION EIN 87-3826877 · last filed 990-PF for 2024
- BOE BROTHERS FOUNDATION EIN 84-1378691 · last filed 990-PF for 2025
- ADA T ZUCCONI AND PATRICIA M & WILLIAM R EIN 99-6425040 · last filed 990-PF for 2025
- LEWIS & CLARK FOUNDATION EIN 81-0471734 · last filed 990 for 2025
- JOHN L & ANN TAYLOR SCHOLARSHIP TR EIN 20-6732757 · last filed 990-PF for 2025
All nonprofits in GREAT FALLS · Montana · Philanthropy, voluntarism and grantmaking foundations