The Michael-David Family Foundation
The Michael-David Family Foundation is a private foundation, based in Lodi, CA. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grant totaling $16K.
Key facts about The Michael-David Family Foundation
In short: The Michael-David Family Foundation gave $16K across 1 grant in 2024 (avg $16K), mostly in California. Source: 2024 IRS Form 990-PF.
- EIN
- 27-1538342
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $15,925
- Grants made (2024)
- 1
- Average grant
- $15,925
- Median grant
- $15,925
- Primary geography
- California (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$16K
-93.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$16K
-93.6% YoY
Under IRS private-foundation payout rules, The Michael-David Family Foundation reported a distributable amount of $1K for 2024 — the minimum it must pay out in qualifying distributions.
How The Michael-David Family Foundation gives
- Giving fell 93% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with The Michael-David Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $16K (2024) to $327K (2022). In 2024 it made 1 grant totaling $16K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was The Loel Foundation ($16K).
Grant Size Distribution
93 grants across all recorded years
The most common grant size was under $50K: 89 grants of 93 (96%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Loel Foundation Lodi, CA | Charity | $15,925 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | $35,684 | $290,180 |
| Revenue | $329 | $423 | $-5,088 |
| Expenses | $33,313 | $254,919 | $331,840 |
| Qualifying Distributions | $27,488 | $249,000 | $327,100 |
| Net Investment Income | — | — | $7,945 |
| Distributable Amount | $1,137 | $528 | $27,747 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Michael-David Family Foundation is led by Michael Phillips, President & Vice President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Michael Phillips
President & Vice President
On filings since 2020
2 hrs/week
No compensation reported
David Phillips
CFO & Secretary
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Michael-David Family Foundation
How much does The Michael-David Family Foundation give each year?
The Michael-David Family Foundation gave $16K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $249K across 1 grant.
Where does The Michael-David Family Foundation operate?
The Michael-David Family Foundation has awarded grants in California, Illinois, Indiana, Montana, New Mexico, Nevada, New York, Oklahoma, Texas, Utah, Washington, Wyoming.
How much is The Michael-David Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Michael-David Family Foundation reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Michael-David Family Foundation's EIN?
The Michael-David Family Foundation's EIN (Employer Identification Number) is 27-1538342. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Michael-David Family Foundation by hand.
Explore Open Grants
Browse active grant opportunities in The Michael-David Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Crete Family Foundation
Seattle, WA
The Seattle-based Crete Family Foundation supports preselected charitable organizations, with recent grants spanning housing assistance, children’s education, and religious education. In 2024, grants ranged from $1,500 to $25,350, with a median of $5,000; nearly all funding went to California, with a small share in Washington. It does not accept unsolicited requests.
Assets
$8.2M
Grants
6
Total Given
$52K
The Cortopassi Family Foundation
Stockton, CA
The Cortopassi Family Foundation funds a range of charitable organizations, including schools, community programs, and groups working in areas such as health care, mentoring, and historical preservation, with most of its giving in California and additional grants in Oregon, Arizona, and Texas. In 2025, grants ranged from $1,000 to $289,552, with a median of $5,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$26.4M
Grants
88
Total Given
$1.9M
Meehleis Sinclair Family Foundation
Lodi, CA
Assets
$549K
Grants
8
Total Given
$15K
Mildred Luck Lewis Foundation
Stockton, CA
The Mildred Luck Lewis Foundation funds services for disadvantaged and at-risk people, including youth and people with disabilities, as well as healthcare, food, and shelter programs, mainly in San Joaquin County and neighboring counties. Its 2025 grants ranged from $11,000 to $100,000, with a median of $62,500. It accepts applications through an annual formal process, typically beginning in the fall.
Assets
$3.3M
Grants
10
Total Given
$655K
Societa Italiana Di Mutuo Soccorso
Stockton, CA
Based in Stockton, California, Societa Italiana di Mutuo Soccorso funds scholarships and local charitable organizations, with 2025 grants ranging from $1,120 to $5,000 (median $1,840). Its reported giving went to California recipients; the profile describes a scholarship application but does not state whether unsolicited requests are accepted.
Assets
$128K
Grants
14
Total Given
$28K
Port City Operating Company LLC
Phoenix, AZ
It supports health care access and community health, including medical, behavioral health, home health, and related community services, primarily in Stockton and surrounding California communities. Its 2025 grants ranged from $7,000 to $10.7 million, with a median grant of $47,750; nearly all grant dollars went to California recipients.
Assets
$1.0B
Grants
16
Total Given
$13.6M
Rosi Cerri Foundation Inc
Stockton, CA
The foundation supports California organizations, primarily in Stockton, working in education, youth services, food assistance, culture, and community services. Its 2025 grants ranged from $5,000 to $50,000, with a median of $25,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$4.2M
Grants
22
Total Given
$471K
Dart Foundation
Mason, MI
The Dart Foundation supports community-level services and resources, including education, youth, science, technology, the environment, journalism, and help for victims, with both program and infrastructure grants. In 2024, grants ranged from $5,000 to $900,000, with a median of $50,000; it focuses on mid-Michigan and communities connected to Dart Container facilities and headquarters. It says it proactively contacts organizations but also describes applying by letter with a project description, requested amount, and IRS determination letter.
Assets
$72K
Grants
22
Total Given
$2.9M
The Ross E Bewley and Marilyn R Bewley
Stockton, CA
The foundation supports charitable organizations in education, health care, food assistance, the arts, and other areas, primarily in California, with some funding in Oregon. In 2025, it awarded 24 grants ranging from $3,000 to $25,000, with a median of $8,500. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$840K
Grants
24
Total Given
$210K
The Foster Family Charitable
Stockton, CA
The Foster Family Charitable supports organizations working in areas such as eye care, education, poverty alleviation, community investment, conservation, housing, and emergency food relief. Its 2025 grants ranged from $75 to $311,369, with a median of $30,000; most funding went to California, followed by New York. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$31.4M
Grants
24
Total Given
$1.7M
The 54 Fund
Stockton, CA
THE 54 FUND supports charitable organizations across areas including community services, youth, education, culture, and health, with most funding going to California, especially Stockton and San Joaquin County. Its 2024 grants ranged from $500 to $78,000, with a median of $2,500. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$15.0M
Grants
99
Total Given
$527K
Biocomplexity Survival Alliance
Scotts Valley, CA
We aim to address the extinction crisis with biotechnology, indigenous science, traditional ecological knowledge, and unprecedented collaboration.
Assets
$570K
Grants
0
Total Given
$11K
More Funders in California
The Michael-David Family Foundation down — hundreds of funders to go?