Nonprofit · EIN 26-3604136
DWIGHT AND LINDA DAVIS FOUNDATION
Tax-exempt · WAUSAU, WI 54403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $22,528,087 | $5,069,437 | $17,458,650 | $116,652,566 | $0 | $116,652,566 |
| December 31, 2023 | 990-PF | $22,014,564 | $4,154,244 | $17,860,320 | $99,851,564 | $0 | $99,851,564 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $20,000,000
- Dividends
- $2,504,468
- Net gain from sales of assets
- $23,619
Expenses
- Grants and similar amounts paid
- $3,348,866
- Compensation of officers, directors and key employees
- $259,320
- Salaries, compensation and benefits (total)
- $219,172
- Disbursements for charitable purposes
- $4,085,500
- Excise tax on investment income
- $29,697
Balance sheet and other
- Total assets, start of year
- $99,851,564
- Total assets, end of year
- $116,652,566
- Total liabilities, end of year
- $0
- Net assets, end of year
- $116,652,566
- Fair market value of assets
- $134,519,276
- Qualifying distributions
- $4,585,500
- Net investment income
- $2,528,087
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY STUBBE 500 NORTH FIRST STREET NO 5500, WAUSAU, WI 54403 | EXECUTIVE DIRECTOR | 30 | $245,520 |
| KEITH GILKES 500 NORTH FIRST STREET NO 5500, WAUSAU, WI 54403 | ASSOCIATE DIRECTOR Highest-paid employee | 22 | $171,875 |
| LON ROBERTS 500 NORTH FIRST STREET NO 5500, WAUSAU, WI 54403 | SECRETARY/DIRECTOR | 2 | $13,800 |
| DWIGHT E DAVIS 500 NORTH FIRST STREET NO 5500, WAUSAU, WI 54403 | PRESIDENT/DIRECTOR | 2 | $0 |
| LINDA DAVIS 500 NORTH FIRST STREET NO 5500, WAUSAU, WI 54403 | VICE PRESIDENT/DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY STUBBE 500 NORTH FIRST STREET NO 5500, WAUSAU, WI 54403 | EXECUTIVE DIRECTOR | 30 | $223,300 |
| LON ROBERTS 500 NORTH FIRST STREET NO 5500, WAUSAU, WI 54403 | SECRETARY/DIRECTOR | 2 | $12,600 |
| DWIGHT E DAVIS 500 NORTH FIRST STREET NO 5500, WAUSAU, WI 54403 | PRESIDENT/DIRECTOR | 2 | $0 |
| LINDA DAVIS 500 NORTH FIRST STREET NO 5500, WAUSAU, WI 54403 | VICE PRESIDENT/DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 500 N 1ST ST STE 5500, WAUSAU, WI 54403-4893
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- JEFFREY STUBBE, EXECUTIVE DIRECTOR
- Phone
- (800) 839-1754
- Return prepared by
- WIPFLI ADVISORY 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 | Not 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
- 26-3604136
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $116,652,566
- Income (IRS master file)
- $52,281,404
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $22,528,087 | $5,069,437 | $116,652,566 | XML |
| 990-PF | December 2023 | $22,014,564 | $4,154,244 | $99,851,564 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 26-3604136).
Questions about DWIGHT AND LINDA DAVIS FOUNDATION
- What is the EIN of DWIGHT AND LINDA DAVIS FOUNDATION?
- The employer identification number (EIN) of DWIGHT AND LINDA DAVIS FOUNDATION is 26-3604136.
- Is DWIGHT AND LINDA DAVIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to DWIGHT AND LINDA DAVIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DWIGHT AND LINDA DAVIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DWIGHT AND LINDA DAVIS FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DWIGHT AND LINDA DAVIS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of DWIGHT AND LINDA DAVIS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 3 received compensation from the organization, the highest $245,520 (JEFFREY STUBBE, EXECUTIVE DIRECTOR).
- How much revenue does DWIGHT AND LINDA DAVIS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $22,528,087, expenses of $5,069,437 and total assets of $116,652,566 at year end.
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