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.
The Michael-David Family Foundation at a glance
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.
- Annual giving (2024)
- $15,925
- -93.6% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $15,925
- -93.6% vs 2023
- Median grant
- $15,925
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Michael-David Family Foundation funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Loel Foundation Lodi, CA | Charity | $15,925 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $329 | $33,313 | $15,925 | 1 | $27,488 | — | $1,137 |
| 2023 | $35,684 | $423 | $254,919 | $249,000 | 1 | $249,000 | — | $528 |
| 2022 | $290,180 | $-5,088 | $331,840 | $327,100 | 19 | $327,100 | $7,945 | $27,747 |
| 2021 | $627,108 | $112,933 | $233,099 | $225,053 | 41 | $225,053 | $27,252 | $33,009 |
| 2020 | $744,574 | $78,295 | $225,788 | $221,221 | 31 | — | $9,469 | $29,369 |
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.
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.
Data update history
(2)
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
Live grants for the work The Michael-David Family Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in The Michael-David Family Foundation's focus areas in our free grants database
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