Nonprofit · EIN 06-1626691
JEAN AND DAVID W WALLACE FOUNDATION INC
Also known as ANNE S WALLACE JUGE
Tax-exempt (reinstated) · NEW CANAAN, CT 06840
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,363,321 | $6,302,059 | -$938,738 | $35,706,021 | $0 | $35,706,021 |
| December 31, 2024 | 990-PF | $5,365,868 | $6,577,742 | -$1,211,874 | $36,644,759 | $0 | $36,644,759 |
| December 31, 2023 | 990-PF | $3,710,247 | $6,888,094 | -$3,177,847 | $37,856,633 | $0 | $37,856,633 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,595,888
- Dividends
- $1,027,265
- Interest
- $9
- Net gain from sales of assets
- $2,694,523
- Other income
- $45,636
Expenses
- Grants and similar amounts paid
- $6,120,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $6,127,740
- Excise tax on investment income
- $49,944
Balance sheet and other
- Total assets, start of year
- $36,644,759
- Total assets, end of year
- $35,706,021
- Total liabilities, end of year
- $0
- Net assets, end of year
- $35,706,021
- Fair market value of assets
- $40,981,636
- Qualifying distributions
- $6,127,740
- Net investment income
- $3,767,433
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 |
|---|---|---|---|
| MARY WALLACE STRIZEK 11000 W 23RD AVENUE DRIVE, LAKEWOOD, CO 80215 | CO-PRESIDENT AND SECRETARY | 1 | $0 |
| ANNE S WALLACE JUGE 687 OENOKE RIDGE, NEW CANAAN, CT 06840 | CO-PRESIDENT AND TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY WALLACE STRIZEK 11000 W 23RD AVENUE DRIVE, LAKEWOOD, CO 80215 | CO-PRESIDENT AND SECRETARY | 1 | $0 |
| ANNE S WALLACE JUGE 687 OENOKE RIDGE, NEW CANAAN, CT 06840 | CO-PRESIDENT AND TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY WALLACE STRIZEK 11000 W 23RD AVENUE DRIVE, LAKEWOOD, CO 80215 | CO-PRESIDENT AND SECRETARY | 1 | $0 |
| ANNE S WALLACE JUGE 687 OENOKE RIDGE, NEW CANAAN, CT 06840 | CO-PRESIDENT AND TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO ANNE S WALLACE 687 OENOKE RIDG, NEW CANAAN, CT 06840-0000
- In care of
- % DAVID W WALLACE
- Signed the 990-PF
- ANNE S WALLACE JUGE, CO-PRESIDENT & TREASURER
- Phone
- (203) 366-5876
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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
- 06-1626691
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $35,706,021
- Income (IRS master file)
- $16,700,282
Revocation and reinstatement
- Exemption revoked
- May 15, 2012
- Posted by the IRS
- March 11, 2013
- Reinstated
- Effective May 15, 2012
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,363,321 | $6,302,059 | $35,706,021 | IRS |
| 990-PF | December 2024 | $5,365,868 | $6,577,742 | $36,644,759 | IRS |
| 990-PF | December 2023 | $3,710,247 | $6,888,094 | $37,856,633 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 06-1626691).
Questions about JEAN AND DAVID W WALLACE FOUNDATION INC
- What is the EIN of JEAN AND DAVID W WALLACE FOUNDATION INC?
- The employer identification number (EIN) of JEAN AND DAVID W WALLACE FOUNDATION INC is 06-1626691.
- Is JEAN AND DAVID W WALLACE FOUNDATION INC tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2012 and reinstated it effective May 15, 2012.
- Are donations to JEAN AND DAVID W WALLACE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEAN AND DAVID W WALLACE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEAN AND DAVID W WALLACE FOUNDATION INC 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 JEAN AND DAVID W WALLACE FOUNDATION INC 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 JEAN AND DAVID W WALLACE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JEAN AND DAVID W WALLACE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,363,321, expenses of $6,302,059 and total assets of $35,706,021 at year end.
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