Nonprofit · EIN 93-4402360
KATHERINE AND JOHN DAVIS FAMILY FOUNDATION INC
Tax-exempt · NEENAH, WI 54957
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $342,003 | $321,938 | $20,065 | $1,383,818 | $0 | $1,383,818 |
| December 31, 2024 | 990-PF | $290,637 | $176,885 | $113,752 | $1,361,753 | $0 | $1,361,753 |
| December 31, 2023 | 990-PF | $2,520,606 | $0 | $2,520,606 | $1,248,134 | $0 | $1,248,134 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $36,060
- Net gain from sales of assets
- $305,943
Expenses
- Grants and similar amounts paid
- $297,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $301,909
- Excise tax on investment income
- $4,550
Balance sheet and other
- Total assets, start of year
- $1,361,753
- Total assets, end of year
- $1,383,818
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,383,818
- Fair market value of assets
- $3,408,763
- Qualifying distributions
- $301,909
- Net investment income
- $342,003
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 |
|---|---|---|---|
| KATHERINE DAVIS PO BOX 675, NEENAH, WI 54957 | PRESIDENT, SECRETARY | 1 | $0 |
| JOHN DAVIS PO BOX 675, NEENAH, WI 54957 | VICE PRESIDENT, TREASURER | 1 | $0 |
| JOHN DAVIS JR PO BOX 675, NEENAH, WI 54957 | DIRECTOR | 0.5 | $0 |
| GRACE DAVIS PO BOX 675, NEENAH, WI 54957 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE DAVIS PO BOX 675, NEENAH, WI 54957 | PRESIDENT, SECRETARY | 1 | $0 |
| JOHN DAVIS PO BOX 675, NEENAH, WI 54957 | VICE PRESIDENT, TREASURER | 1 | $0 |
| JOHN DAVIS JR PO BOX 675, NEENAH, WI 54957 | DIRECTOR | 0.5 | $0 |
| GRACE DAVIS PO BOX 675, NEENAH, WI 54957 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE DAVIS 447 E WISCONSIN AVE, NEENAH, WI 54956 | PRESIDENT, SECRETARY | 0 | $0 |
| JOHN DAVIS 447 E WISCONSIN AVE, NEENAH, WI 54956 | VICE PRESIDENT, TREASURER | 0 | $0 |
| JOHN DAVIS JR 195 COURT ST APT 3, NEW YORK, NY 11201 | DIRECTOR | 0 | $0 |
| GRACE DAVIS 332 E 71ST ST APT 2C, NEW YORK, NY 10021 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 675, NEENAH, WI 54957-0675
- In care of
- % SCHAPER BENZ & WISE INVESTMENT
- Signed the 990-PF
- KATHERINE DAVIS, PRESIDENT
- Phone
- (920) 886-2733
- Return prepared by
- HAWKINS ASH CPAS LLP
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
- 93-4402360
- 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 (T20)
- Assets (IRS master file)
- $1,383,818
- Income (IRS master file)
- $498,994
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $342,003 | $321,938 | $1,383,818 | XML |
| 990-PF | December 2024 | $290,637 | $176,885 | $1,361,753 | XML |
| 990-PF | December 2023 | $2,520,606 | $0 | $1,248,134 | 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 93-4402360).
Questions about KATHERINE AND JOHN DAVIS FAMILY FOUNDATION INC
- What is the EIN of KATHERINE AND JOHN DAVIS FAMILY FOUNDATION INC?
- The employer identification number (EIN) of KATHERINE AND JOHN DAVIS FAMILY FOUNDATION INC is 93-4402360.
- Is KATHERINE AND JOHN DAVIS FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to KATHERINE AND JOHN DAVIS FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KATHERINE AND JOHN DAVIS FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KATHERINE AND JOHN DAVIS FAMILY 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 KATHERINE AND JOHN DAVIS FAMILY 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 KATHERINE AND JOHN DAVIS FAMILY 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 KATHERINE AND JOHN DAVIS FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $342,003, expenses of $321,938 and total assets of $1,383,818 at year end.
Other nonprofits in NEENAH
- GILLEN FAMILY FOUDNATION EIN 20-1647436 · last filed 990-PF for 2025
- ROBERT AND SUSAN BROWN FAMILY FOUNDATION INC EIN 26-0743538 · last filed 990-PF for 2025
- DEITRICH FAMILY FOUNDATION INC EIN 27-1474080 · last filed 990-PF for 2025
- ARNO GUNTHER CHARITABLE FOUNDATION EIN 26-2522556 · last filed 990-PF for 2025
- EVERGREEN FOUNDATION INC EIN 06-1482180 · last filed 990-PF for 2025
- RICHARD J CARNEY AND DONNA R CARNEY CHARITABLE TRUST EIN 45-2031385 · last filed 990-PF for 2025
- HIBBERT FAMILY FOUNDATION EIN 65-6253128 · last filed 990-PF for 2025
- OGILVIE FAMILY FOUNDATION INC EIN 88-2469006 · last filed 990-PF for 2025
All nonprofits in NEENAH · Wisconsin · Philanthropy, voluntarism and grantmaking foundations