Nonprofit · EIN 47-1504939
DAWE CHARITABLE FOUNDATION INC
Tax-exempt · JANESVILLE, WI 53546
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $56,764 | $70,249 | -$13,485 | $919,834 | $0 | $919,834 |
| December 31, 2024 | 990-PF | $93,185 | $60,926 | $32,259 | $900,624 | $0 | $900,624 |
| December 31, 2023 | 990-PF | $27,085 | $53,638 | -$26,553 | $611,274 | $0 | $611,274 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $13,706
- Net gain from sales of assets
- $43,058
Expenses
- Grants and similar amounts paid
- $48,500
- Disbursements for charitable purposes
- $48,500
- Excise tax on investment income
- $487
Balance sheet and other
- Total assets, start of year
- $900,624
- Total assets, end of year
- $919,834
- Total liabilities, end of year
- $0
- Net assets, end of year
- $919,834
- Fair market value of assets
- $919,834
- Qualifying distributions
- $48,500
- Net investment income
- $56,764
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 |
|---|---|---|---|
| ALLAN J HELGESTAD 3419 WIDGEON DRIVE, JANESVILLE, WI 53546 | PRESIDENT | 0.25 | $0 |
| KAREN HELGESTAD 3419 WIDGEON DRIVE, JANESVILLE, WI 53546 | SENIOR VICE PRESIDENT | 0.13 | $0 |
| PATRICK HELGESTAD 176 BADGER LAND, MILTON, WI 53563 | SECRETARY | 0.03 | $0 |
| KRISTEN BREY 1105 DROSTER RD, MADISON, WI 53716 | VICE PRESIDENT | 0.03 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLAN J HELGESTAD 3419 WIDGEON DRIVE, JANESVILLE, WI 53546 | PRESIDENT | 0.25 | $0 |
| KAREN HELGESTAD 3419 WIDGEON DRIVE, JANESVILLE, WI 53546 | SENIOR VICE PRESIDENT | 0.13 | $0 |
| PATRICK HELGESTAD 176 BADGER LAND, MILTON, WI 53563 | SECRETARY | 0.03 | $0 |
| KRISTEN BREY 1105 DROSTER RD, MADISON, WI 53716 | VICE PRESIDENT | 0.03 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLAN J HELGESTAD 3419 WIDGEON DRIVE, JANESVILLE, WI 53546 | PRESIDENT | 0.25 | $0 |
| KAREN HELGESTAD 3419 WIDGEON DRIVE, JANESVILLE, WI 53546 | SENIOR VICE PRESIDENT | 0.13 | $0 |
| PATRICK HELGESTAD 176 BADGER LAND, MILTON, WI 53563 | SECRETARY | 0.03 | $0 |
| KRISTEN BREY 1105 DROSTER RD, MADISON, WI 53716 | VICE PRESIDENT | 0.03 | $0 |
Address and contacts
- Address (IRS master file)
- 3419 WIDGEON DR, JANESVILLE, WI 53546-8408
- In care of
- % ALLAN J HELGESTAD
- Signed the 990-PF
- ALLAN J HELGESTAD, PRESIDENT
- Phone
- (608) 295-5320
- Return prepared by
- HAGEN CPA 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
- 47-1504939
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $919,834
- Income (IRS master file)
- $174,300
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $56,764 | $70,249 | $919,834 | XML |
| 990-PF | December 2024 | $93,185 | $60,926 | $900,624 | XML |
| 990-PF | December 2023 | $27,085 | $53,638 | $611,274 | 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 47-1504939).
Questions about DAWE CHARITABLE FOUNDATION INC
- What is the EIN of DAWE CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of DAWE CHARITABLE FOUNDATION INC is 47-1504939.
- Is DAWE CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to DAWE CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAWE CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAWE CHARITABLE 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 DAWE CHARITABLE 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 DAWE CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does DAWE CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $56,764, expenses of $70,249 and total assets of $919,834 at year end.
Other nonprofits in JANESVILLE
- COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC EIN 39-1711388 · last filed 990 for 2025
- JEFFRIS FAMILY FOUNDATION LTD EIN 39-1281879 · last filed 990-PF for 2025
- UNITED WAY BLACKHAWK REGION INC EIN 39-6006734 · last filed 990 for 2024
- JANESVILLE FOUNDATION INC EIN 39-6034645 · last filed 990-PF for 2025
- WISCONSIN ELKS BENEVOLENT FUND INC EIN 39-1744936 · last filed 990 for 2026
- KENNEDY FAMILY FOUNDATION INC EIN 81-0899034 · last filed 990 for 2024
- BAER FAMILY INC EIN 39-1800747 · last filed 990-PF for 2024
- WILLIAMS FAMILY FOUNDATION INC EIN 39-1865458 · last filed 990-PF for 2025
All nonprofits in JANESVILLE · Wisconsin · Philanthropy, voluntarism and grantmaking foundations