Nonprofit · EIN 92-1971279
D J WILLIAMS FOUNDATION
Tax-exempt · MONONA, WI 53716
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | -$8,482 | $27,692 | -$36,174 | $307,946 | $0 | $307,946 |
| December 31, 2024 | 990-PF | $19,588 | $27,086 | -$7,498 | $344,120 | $0 | $344,120 |
| December 31, 2023 | 990-PF | $357,175 | $5,557 | $351,618 | $351,618 | $0 | $351,618 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $4,769
- Interest
- $470
- Net gain from sales of assets
- -$18,087
- Other income
- $4,366
Expenses
- Grants and similar amounts paid
- $19,000
- Compensation of officers, directors and key employees
- $3,600
- Disbursements for charitable purposes
- $21,432
- Excise tax on investment income
- $46
Balance sheet and other
- Total assets, start of year
- $344,120
- Total assets, end of year
- $307,946
- Total liabilities, end of year
- $0
- Net assets, end of year
- $307,946
- Fair market value of assets
- $367,034
- Qualifying distributions
- $21,432
- Net investment income
- $9,605
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 |
|---|---|---|---|
| DANIEL KOHLS 6041 MONONA DR 100, MONONA, WI 53716 | TRUSTEE | 1 | $3,600 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL KOHLS 6041 MONONA DR 100, MONONA, WI 53716 | TRUSTEE | 1 | $3,500 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Daniel Kohls 6041 Monona Dr 100, Monona, WI 53716 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6041 MONONA DRIVE, MONONA, WI 53716-3964
- Signed the 990-PF
- DANIEL KOHLS, TRUSTEE
- Phone
- (608) 221-8000
- Return prepared by
- LUCIDA ADVISORS 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
- 92-1971279
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $307,946
- Income (IRS master file)
- $1,992,410
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | -$8,482 | $27,692 | $307,946 | IRS |
| 990-PF | December 2024 | $19,588 | $27,086 | $344,120 | IRS |
| 990-PF | December 2023 | $357,175 | $5,557 | $351,618 | XML |
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 92-1971279).
Questions about D J WILLIAMS FOUNDATION
- What is the EIN of D J WILLIAMS FOUNDATION?
- The employer identification number (EIN) of D J WILLIAMS FOUNDATION is 92-1971279.
- Is D J WILLIAMS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to D J WILLIAMS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does D J WILLIAMS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of D J WILLIAMS FOUNDATION 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 D J WILLIAMS FOUNDATION 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 D J WILLIAMS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,600 (DANIEL KOHLS, TRUSTEE).
- How much revenue does D J WILLIAMS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of -$8,482, expenses of $27,692 and total assets of $307,946 at year end.
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All nonprofits in MONONA · Wisconsin · Philanthropy, voluntarism and grantmaking foundations