Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
DWIGHT AND LINDA DAVIS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)500 NORTH FIRST STREET 5500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WAUSAU, WI54403
A Employer identification number

26-3604136
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$109,218,379J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 19,800,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,876,788 1,876,788  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 337,776
b Gross sales price for all assets on line 6a 38,018,184
7 Capital gain net income (from Part IV, line 2)... 337,776
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 22,014,564 2,214,564 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 235,900 47,180 0 188,720
14 Other employee salaries and wages...... 83,784 8,378 0 75,406
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,587 0 0 1,587
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
29,151 0 0 29,151
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
277,404 277,404 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
28,383 8,803 0 19,580
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
16,438 0 0
20 Occupancy.............. 105,698 0 0 105,698
21 Travel, conferences, and meetings....... 9,302 0 0 9,302
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
266,330 0 0 65,121
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,053,977 341,765 0 494,565
25 Contributions, gifts, grants paid....... 3,100,267 3,100,267
26 Total expenses and disbursements. Add lines 24 and 25 4,154,244 341,765 0 3,594,832
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,860,320
b Net investment income (if negative, enter -0-) 1,872,799
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 92,478 278,233 278,233
2 Savings and temporary cash investments......... 7,721,920 11,902,975 11,902,975
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 8,850,691 Click to see attachment
List of Attached Documents:
// Content
11,215,885 		10,917,467
b Investments—corporate stock (attach schedule)....... 46,648,060 Click to see attachment
List of Attached Documents:
// Content
49,046,962 		58,080,625
c Investments—corporate bonds (attach schedule)....... 16,229,279 Click to see attachment
List of Attached Documents:
// Content
19,592,883 		19,570,003
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,243,458 Click to see attachment
List of Attached Documents:
// Content
7,772,701 		8,427,151
14 Land, buildings, and equipment: basis right arrow120,870
Less: accumulated depreciation (attach schedule) right arrow78,945 24,381 Click to see attachment
List of Attached Documents:
// Content
41,925 		41,925
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 86,810,267 99,851,564 109,218,379
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 86,810,267 99,851,564
29 Total net assets or fund balances (see instructions)..... 86,810,267 99,851,564
30 Total liabilities and net assets/fund balances (see instructions). 86,810,267 99,851,564
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
86,810,267
2
Enter amount from Part I, line 27a .....................
2
17,860,320
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
104,670,587
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,819,023
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
99,851,564
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 37,883,263   37,680,408 202,855
b 134,921     134,921
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       202,855
b       134,921
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 337,776
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 26,032
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 26,032
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 26,032
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 20,144
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 45,144
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 19,112
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow19,112 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE, WI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowJEFFREY STUBBE Telephone no.right arrow (715) 571-8317

Located atright arrow500 NORTH FIRST STREET SUITE 5500WAUSAUWI ZIP+4right arrow54402
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
Yes
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DWIGHT E DAVIS PRESIDENT/DIRECTOR
2.00 		0 0 0
500 NORTH FIRST STREET NO 5500
WAUSAU,WI54403
LINDA DAVIS VICE PRESIDENT/DIRECTOR
2.00 		0 0 0
500 NORTH FIRST STREET NO 5500
WAUSAU,WI54403
LON ROBERTS SECRETARY/DIRECTOR
2.00 		12,600 0 0
500 NORTH FIRST STREET NO 5500
WAUSAU,WI54403
JEFFREY STUBBE EXECUTIVE DIRECTOR
30.00 		223,300 0 0
500 NORTH FIRST STREET NO 5500
WAUSAU,WI54403
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
WOODTRUST ADVISOR FEE 138,702
181 2ND ST SOUTH
WISCONSIN RAPIDS,WI54494
WILLIAM BLAIR & CO ADVISOR FEE 138,702
150 NORTH RIVERSIDE PLAZA
CHICAGO,IL60606
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 THE DWIGHT AND LINDA DAVIS FOUNDATION LOANED FUNDS TO GREATER WAUSAU PROSPERITY PARTNERSHIP F/N/A WAUSAU AREA CHAMBER FOUNDATION, A 501(C)(3) ORGANIZATION, FOR ITS INVESTMENT IN WAUSAU OPPORTUNITY ZONE, INC (WOZ). THE INVESTMENT IN WOZ WILL PROVIDE FUNDS FOR REDEVELOPMENT OF A LARGE DOWNTOWN REAL ESTATE PARCEL, WHICH IS IMPORTANT TO QUALITY OF LIFE AND ECONOMIC VITALITY OF THE COMMUNITY. 200,000
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow200,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
81,326,964
b
Average of monthly cash balances.......................
1b
4,493,831
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
85,820,795
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
85,820,795
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,287,312
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
84,533,483
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,226,674
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,226,674
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
26,032
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
26,032
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,200,642
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,200,642
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,200,642
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
3,594,832
b
Program-related investments—total from Part VIII-B..................
1b
200,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,794,832
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,200,642
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 3,576,968
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,794,832
a Applied to 2022, but not more than line 2a 3,576,968
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 217,864
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		3,982,778
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
DWIGHT E DAVIS
LINDA DAVIS
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BADGER INSTITUTE INC

700 W VIRGINIA ST STE 300
MILWAUKEE,WI53204 		N/A PC OPERATIONS 5,000

BADGER INSTITUTE INC

700 W VIRGINIA ST STE 300
MILWAUKEE,WI53205 		N/A PC PROJECT TO VASTLY GROW REACH 50,000

BIG BROTHERS BIG SISTERS OF NORTHCENTRAL WI INC

227400 RIB MOUNTAIN DR STE G
WAUSAU,WI54401 		N/A PC CAPITAL IMPROVEMENTS FOR NEW SPACE IN YWCA BUILDING 25,000

BIRCH CREEK MUSIC PERFORMANCE CENTER

PO BOX 230
EGG HARBOR,WI54209 		N/A PC OPERATIONS 3,000

BOYS & GIRLS CLUB OF THE WAUSAU AREA INC

PO BOX 2386
WAUSAU,WI54402 		N/A PC EMPLOYEE GRANT SELECTION FOR SMALL CAPITAL ITEMS 5,000

BOYS & GIRLS CLUB OF THE WAUSAU AREA INC

PO BOX 2386
WAUSAU,WI54402 		N/A PC OPERATIONS 5,000

BOYS & GIRLS CLUB OF THE WAUSAU AREA INC

PO BOX 2386
WAUSAU,WI54402 		N/A PC TRANSFORMING SPACES EXPANSION 75,000

BRIDGE STREET MISSION

115 W BRIDGE ST
WAUSAU,WI54401 		N/A PC COMBO VENDING MACHINE 7,000

CENTRAL WISCONSIN VISITORS BUREAU

137 RIVER DR FIRST FLOOR
WAUSAU,WI54403 		N/A PC RECREATION GUIDE 7,500

CHIPPEWA COUNTY HUMANE ASSOCIATION

10501 COUNTY HWY S S
CHIPPEWA FALLS,WI54729 		N/A PC GAS CONVERSION PROJECT 8,400

COMMUNITY FOUNDATION OF CHIPPEWA COUNTY

PO BOX 153
CHIPPEWA FALLS,WI54729 		N/A PC WI STATE FAIR ASSOCIATION FAIRGROUNDS BEAUTIFICATION (NYHUS CENT. FUND) 2,500

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN INC

500 1ST ST STE 2600
WAUSAU,WI54403 		N/A PC GREAT PINERY HERITAGE WATERWAY 20,000

COMMUNITY PARTNERS CAMPUS INC

360 GRAND AVENUE
WAUSAU,WI54403 		N/A PC FACILITY PURCHASE AND REMODEL 20,000

DC EVEREST EDUCATION FOUNDATION

PO BOX 114
SCHOFIELD,WI54476 		N/A PC GREENHECK TURNER COMMUNITY CENTER 1,000,000

DOOR COUNTY HUMANE SOCIETY

3475 PARK DR
STURGEON BAY,WI54235 		N/A PC ANNUAL OPERATIONS GRANT FOR DOOR COUNTY CAMPUS - 2023 5,000

DOOR COUNTY LAND TRUST

PO BOX 65
STURGEON BAY,WI54235 		N/A PC OPERATIONS 1,500

DOOR COUNTY YMCA

1900 MICHIGAN ST
STURGEON BAY,WI54235 		N/A PC ADDITIONAL GRANT FOR EXPANSION PROJECT FOR GREENHECK EQUIPMENT 21,654

DOOR COUNTY YMCA

1900 MICHIGAN ST
STURGEON BAY,WI54235 		N/A PC REMODEL AND EXPANSION PROJECT 400,000

FAITH IN ACTION MARATHON COUNTY

630 ADAMS ST
WAUSAU,WI54403 		N/A PC LAPTOP PURCHASES AND CRM PROJECT COMPLETION 8,000

FARMING FOR THE FUTURE FOUNDATION

907 3RD AVE
HANCOCK,WI54943 		N/A PC FARM & FOOD EXOP BUILDING AND EXHIBITS 125,000

FOUNDATION FOR GOVERNMENT ACCOUNTABILITY

15275 COLLIER BLVD STE 201-279
NAPLES,FL34119 		N/A PC STRENGTHENING AMERICA WITH OPPORTUNITY, TRUST, & SECURITY PROJECT 75,000

GREATER WAUSAU PROSPERITY PARTNERSHIP LTD

209 W WASHINGTON ST
WAUSAU,WI54403 		N/A PF SENIOR LIVING CENTER FEASIBILITY STUDY 37,500

GREATER WAUSAU PROSPERITY PARTNERSHIP LTD

209 W WASHINGTON ST
WAUSAU,WI54403 		N/A PF STAFFING GRANT 100,000

ICE AGE TRAIL ALLIANCE

2110 MAIN ST
CROSS PLAINS,WI53528 		N/A PC TRAIL PROJECT IN POTAWATOMI STATE PARK 10,000

JUNIOR ACHIEVEMENT OF WISCONSIN INC

11111 W LIBERTY DR
MILWAUKEE,WI53224 		N/A PC OPERATIONS 5,000

LEIGH YAWKEY WOODSON ART MUSEUM

700 N 12TH ST
WAUSAU,WI54403 		N/A PC GLASS BOX STUDIO GRANT 175,000

LEIGH YAWKEY WOODSON ART MUSEUM

700 N 12TH ST
WAUSAU,WI54403 		N/A POF OPERATIONS 3,000

MOSINEE COMMUNITY ATHLETIC ASSOCIATION

PO BOX 61
MOSINEE,WI54455 		N/A PC CONSTRUCTION OF SOFTBALL/BASEBALL FIELD 2 OF ATHLETIC COMPLEX 25,000

NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION

1000 W CAMPUS DR
WAUSAU,WI54401 		N/A PC DAVIS SCHOLARSHIP ENDOWMENT 713

NORTHERN WISCONSIN STATE FAIRGROUNDS

225 EDWARD ST
CHIPPEWA FALLS,WI54729 		N/A PC BARN REPLACEMENT PROJECT 100,000

PENINSULA PLAYERS THEATRE FOUNDATION

4351 PENINSULA PLAYERS RD
FISH CREEK,WI54212 		N/A PC OPERATIONS 3,000

PENINSULA PLAYERS THEATRE FOUNDATION

4351 PENINSULA PLAYERS RD
FISH CREEK,WI54212 		N/A PC HOUSING PROJECT 300,000

PERFORMING ARTS FOUNDATION

401 NORTH 4TH ST
WAUSAU,WI54403 		N/A PC OPERATIONS 3,000

PHILANTHROPY ROUNDTABLE

1120 20TH ST NW SUITE 550 SOUTH
WASHINGTON,DC20036 		N/A PC OPERATIONS 3,000

SOCIETY OF ST VINCENT DE PAUL

2033 FISH HATCHERY ROAD
MADISON,WI53713 		N/A PC ROOFING PROJECT 25,000

UNITED WAY OF MARATHON COUNTY

705 S 24TH AVE STE 400B
WAUSAU,WI54401 		N/A PC OPERATIONS 27,500

UNIVERSITY OF WISCONSIN STEVENS POINT FOUNDATION INC

2100 MAIN STREET 134
STEVENS POINT,WI54481 		N/A PC ROSS AND ELEANORE ROBERTS SCHOLARSHIP FUND 10,000

WAUSAU CONSERVATORY OF MUSIC

PO BOX 606
WAUSAU,WI54402 		N/A PC REPLACE HVAC AND CONTROLS 10,000

WAUSAU NORDIC SKI CLUB

PO BOX 1813
WAUSAU,WI54402 		N/A PC YOUTH AND COMMUNITY SKI OUTREACH EXPANSION PROGRAM 8,000

WAUSAU SCHOOL FOUNDATION

2607 N 18TH ST
WAUSAU,WI54403 		N/A PC ENVIRONMENTAL LEARNING CENTER ENHANCEMENTS 100,000

WISCONSIN INSTITUTE FOR LAW AND LIBERTY

330 E KILBOURN AVE STE 725
MILWAUKEE,WI53202 		N/A PC BOARD MEMBER GRANT FOR EQUALITY UNDER THE LAW PROJECT 10,000

WISCONSIN PUBLIC TELEVISION

821 UNIVERSITY AVE
MADISON,WI53706 		N/A PC WISCONSIN LIGHTHOUSES DOCUMENTARY 10,000

WISCONSINEYE

122 W WASHINGTON AVE STE 200
MADISON,WI53703 		N/A PC OPERATIONS 50,000

WOODSON YMCA

707 N 3RD STREET
WAUSAU,WI54403 		N/A PC FISCAL 23 SUBSIDY ($120,000) AND SUPPORT FOR BUS PURCHASE ($95,000) 215,000
Total .................................right arrow 3a 3,100,267
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,876,788  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 337,776  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,214,564 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,214,564
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
DWIGHT AND LINDA DAVIS FOUNDATION
 
Employer identification number

26-3604136
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
DWIGHT AND LINDA DAVIS FOUNDATION
  		Employer identification number
26-3604136
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
DWIGHT E AND LINDA DAVIS
 
11715 BEACH ROAD PO BOX 647
 
SISTER BAY, WI542340647

$ 19,800,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
DWIGHT AND LINDA DAVIS FOUNDATION
  		Employer identification number

26-3604136
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 252 SHARES ACCENTURE PLC CLASS A $ 84,629 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,440 SHARES ALPHABET INC CAP STK CL A $ 189,202 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 477 SHARES AMETEK INC NEW COM $ 74,455 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 65 SHARES AON PLC SHS CL A $ 21,301 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 556 SHARES APPLE INC $ 105,860 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 498 SHARES BERKSHIRE HATHAWAY INC DEL CL B NEW $ 178,169 2023-12-01
Schedule B (Form 990) (2023)
Name of organization
DWIGHT AND LINDA DAVIS FOUNDATION
  		Employer identification number

26-3604136
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 72 SHARES BOOZ ALLEN HAMILTON HLDG CORP CL A $ 9,100 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 75,121.73 SHARES DFA EMERGING MARKETS CORE EQUITY PORTFOLIO #5272 $ 1,646,668 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 73,867.84 SHARES DFA EMERGING MARKETS PORTFOLIO #5056 $ 1,981,136 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 45,422.91 SHARES DFA INTERNATIONAL SMALL COMPANY PORTFOLIO #5089 $ 841,686 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 951 SHARES DIMENSIONAL ETF TR $ 31,735 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 94,600 SHARES DIMENSIONAL ETF TR US MARKETWIDE VALUE ETF $ 3,324,244 2023-12-01
Schedule B (Form 990) (2023)
Name of organization
DWIGHT AND LINDA DAVIS FOUNDATION
  		Employer identification number

26-3604136
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 78 SHARES GOLDMAN SACHS GROUP INC COM $ 26,883 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 67,837.88 SHARES HARDING LOEVNER FDS INC INTL EQUITY PORTFOLIO $ 1,744,790 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 650 SHARES IRHYTHM TECHNOLOGIES INC COM $ 56,582 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,044 SHARES LILLY ELI & CO COM $ 618,554 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 81 SHARES LINDE PLC SHS $ 33,413 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 72 SHARES MICROSOFT CORP COM $ 26,981 2023-12-01
Schedule B (Form 990) (2023)
Name of organization
DWIGHT AND LINDA DAVIS FOUNDATION
  		Employer identification number

26-3604136
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 100 SHARES MONGODB INC CL A $ 42,485 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 500 SHARES NVIDIA CORP COM $ 233,468 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 11,500 SHARES UBER TECHNOLOGIES INC COM $ 656,190 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 277 SHARES UNITEDHEALTH GROUP INC COM $ 152,331 2023-12-01
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
DWIGHT AND LINDA DAVIS FOUNDATION
  		Employer identification number

26-3604136
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND FUND ADMIN 29,151 0 0 29,151

TY 2023 AllOthProgRltdInvestmentsSch
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
Category Amount
NONE 0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
NETWORK INSTALLATION 2020-09-01 16,492 11,742 200DB 5.000000000000 1,900 0 3,298  
COMPUTER EQUIPMENT 2020-09-01 14,017 9,980 200DB 5.000000000000 1,615 0 2,803  
OFFICE FURNITURE 2020-09-01 53,431 37,778 200DB 5.000000000000 6,261 0 10,686  
POLYCOM CONFERENCE SYSTEM 2023-08-09 4,100   200DB 5.000000000000 820 0 342  
POLYCOM STUDIO, TOUCH CONTROL 2023-03-15 3,415   200DB 5.000000000000 683 0 569  
APPLIANCES 2023-05-21 3,495   200DB 5.000000000000 699 0 408  
CONFERENCE CREDENZA W/ LOCKS 2023-06-07 3,611   200DB 5.000000000000 722 0 421  
OFFICE DESKS 2023-06-07 9,159   200DB 5.000000000000 1,832 0 1,069  
OFFICE CREDENZA 2023-06-07 6,800   200DB 5.000000000000 1,360 0 793  
EXECUTIVE OFFICE TABLE 2023-06-07 2,960   200DB 5.000000000000 592 0 345  
WASTE/RECYCABLE UNIT 2023-06-07 3,390   200DB 5.000000000000 678 0 396  
OFFICE FURNITURE 2020-09-01 714 771 200DB 5.000000000000 0 0 0  

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TY 2023 ExpenditureResponsibilityStmt
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
GREATER WAUSAU PROSPERITY PARTNERSHIP FNA WAUSAU AREA CHAMBER FOUNDATION
  		200 WASHINGTON STREET SUITE 120
WAUSAU,WI54403 		2023-09-12 200,500 THE $200,500 WAS APPROVED AS A STAFFING GRANT FOR GREATER WAUSAU PROSPERITY PARTNERSHIP. 100,000 NONE   2023-12-31 FOUNDATION IS IN CLOSE CONTACT WITH DONEE AND RECEIVES ROUTINE CASH USE REPORTS. NO DISCREPANCIES HAVE BEEN NOTED. FUNDS APPEAR TO BE APPROPRIATELY DISBURSED IN SUPPORT OF PURPOSE.
GREATER WAUSAU PROSPERITY PARTNERSHIP FNA WAUSAU AREA CHAMBER FOUNDATION
  		200 WASHINGTON STREET SUITE 120
WAUSAU,WI54403 		2023-10-05 50,000 THE $50,000 WAS APPROVED AS A SENIOR LIVING COMPLEX FEASIBILITY STUDY GRANT FOR GREATER WAUSAU PROSPERITY PARTNERSHIP. 37,500 NONE   2023-12-31 FOUNDATION IS IN CLOSE CONTACT WITH DONEE AND RECEIVES ROUTINE CASH USE REPORTS. NO DISCREPANCIES HAVE BEEN NOTED. FUNDS APPEAR TO BE APPROPRIATELY DISBURSED IN SUPPORT OF PURPOSE.
GREATER WAUSAU PROSPERITY PARTNERSHIP FNA WAUSAU AREA CHAMBER FOUNDATION
  		200 WASHINGTON STREET SUITE 120
WAUSAU,WI54403 		2023-09-15 200,000 THE $200,000 WAS APPROVED AS A PROGRAM RELATED INVESTMENT IN THE FORM OF A LINE OF CREDIT. THE LINE OF CREDIT FUNDS ARE TO BE USED FOR THE REDEVELOPMENT OF THE FORMER WAUSAU CENTER MALL PROPERTY OWNED BY WAUSAU OPPORTUNITY ZONE, INC., A SUBSIDIARY OF GREATER WAUSAU PROSPERITY PARTNERSHIP. 200,000 NONE   2023-12-31 FOUNDATION IS IN CLOSE CONTACT WITH DONEE AND RECEIVES ROUTINE CASH USE REPORTS. NO DISCREPANCIES HAVE BEEN NOTED. FUNDS APPEAR TO BE APPROPRIATELY DISBURSED IN SUPPORT OF PURPOSE.

TY 2023 InvestmentsCorpBondsSchedule
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
Name of Bond End of Year Book Value End of Year Fair Market Value
HOME DEPOT INC SR NT 2.50% DTD 03/30/2020 DUE 04/15/2027 CALLABLE 1,444,191 1,362,103
AMAZON COM INC SR GLBL NT 1.65% DTD 05/12/2021 DUE 05/12/2028 CALLABLE 1,425,617 1,369,204
WELLS FARGO CO MTN SR NT 3.00% DTD 02/19/2015 DUE 02/19/2025 NON-CALLABLE 1,397,274 1,356,742
APPLE INC SR GLBL NT 3.25% DTD 08/08/2022 DUE 08/08/2029 CALLABLE 1,370,061 1,368,357
BRISTOL MYERS SQUIBB CO SR GLBL NT 2.95% DTD 03/02/2022 DUE 03/15/2032 CALLA 1,320,678 1,365,794
FISERV INC SR GLBL NT 2.25% DTD 05/13/2020 DUE 06/01/2027 CALLABLE 1,442,914 1,368,571
GILEAD SCIENCES INC SR GLBL 3.50% DTD 11/17/2014 DUE 02/01/2025 CALLABLE 1,370,374 1,355,663
BLACKROCK INC SR GLBL 2.40% DTD 01/27/2020 DUE 04/30/2030 CALLABLE 1,351,367 1,373,726
META PLATFORMS INC GLBL NT 3.85% DTD 08/09/2022 DUE 08/15/2032 CALLABLE 1,322,416 1,380,104
RTX CORPORATION SR GLBL NT 2.25% DTD 05/18/2020 DUE 07/01/2030 CALLABLE 1,324,312 1,378,832
U S BANCORP MTNS BK ENT FR 3.10% DTD 04/26/2016 DUE 04/27/2026 CALLABLE 1,432,778 1,362,674
JPMORGAN CHASE & CO NT 3.625% DTD 05/13/2014 DUE 05/13/2024 1,368,723 1,350,452
BLACKROCK HIGH YIELD BOND PORTFOLIO CLASS K #340 3,022,178 3,177,781

TY 2023 InvestmentsCorpStockSchedule
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
Name of Stock End of Year Book Value End of Year Fair Market Value
TOAST INC CL A 38,864 36,520
STARBUCKS CORP COM 618,943 591,518
STRYKER CORP COM 485,390 673,785
TARGET CORP COM 87,402 78,331
TEXAS INSTRUMENTS INC COM 103,575 93,753
TREX CO INC COM 55,352 82,790
TOTALENERGIES SE 68,658 101,070
TRANSDIGM GROUP INC COM 589,929 1,097,586
SCHWAB CHARLES CORP NEW COM 609,772 791,200
TYLER TECHNOLOGIES INC COM 63,550 62,718
UBER TECHNOLOGIES INC COM 287,596 600,307
UNION PAC CORP COM 109,676 122,810
SPROUT SOCIAL INC COM CL A 490,994 503,808
INTERCONTINENTAL EXCHANGE, INC. COM 396,761 488,034
SAREPTA THERAPEUTICS INC COM 30,347 26,518
SALESFORCE INC 715,403 988,091
S&P GLOBAL INC COM 384,144 440,520
RYAN SPECIALTY HOLDINGS, INC 241,114 275,328
ROCKWELL AUTOMATION INC COM 445,075 652,008
RESMED INC COM 338,699 430,050
RB GLOBAL INC 632,715 756,191
PURE STORAGE INC CL A 33,487 46,358
PROCTER & GAMBLE CO COM 180,320 183,175
POWERSCHOOL HOLDINGS INC COM CL A 166,154 212,040
POOL CORP COM 305,334 386,749
PHREESIA INC COM 178,805 173,625
UNITEDHEALTH GROUP INC COM 229,072 360,105
WALMART INC. 1,040,430 1,156,047
PORTILLOS INC COM CL A 126,397 113,899
LINDE PLC COM 496,436 731,475
PAYPAL HLDGS INC COM 73,686 76,087
O REILLY AUTOMOTIVE INC NEW COM 318,126 570,048
NVIDIA CORP COM 97,680 247,610
NOVANTA INC COM 46,323 50,523
NORTHROP GRUMMAN CORP COM 187,074 182,106
NIKE INC CL B 51,498 38,325
NEXTERA ENERGY INC COM 111,439 103,258
MONTROSE ENVIRONMENTAL GROUP I COM 120,815 101,209
MONGODB INC CL A 225,670 378,186
MICROSOFT CORP COM 1,153,325 1,514,313
MICROCHIP TECHNOLOGY INC COM 168,647 188,566
MEDTRONIC PLC SHS 108,792 107,094
PEPSICO INC COM 355,871 376,196
PFIZER INC COM 151,693 166,550
MCCORMICK & CO INC COM NON VTG 86,494 85,525
LOWES COS INC COM 484,714 545,248
GUIDEWIRE SOFTWARE INC COM 293,022 436,160
LILLY ELI & CO COM 357,227 958,320
LEGALZOOM COM INC COM 248,605 238,430
KROGER CO COM 50,445 51,881
KIMBERLY CLARK CORP COM 121,927 115,435
JPMORGAN CHASE & CO COM 850,220 931,298
JOHNSON & JOHNSON COM 387,437 370,847
IRHYTHM TECHNOLOGIES INC COM 331,479 608,201
INTUITIVE SURGICAL INC COM NEW 411,057 551,584
MCDONALDS CORP COM 94,429 118,604
INSULET CORP COM 32,382 54,245
ACCENTURE PLC CLASS A ORDINARY SHARES 37,228 88,429
HOME DEPOT INC COM 679,618 713,893
VERISK ANALYTICS INC COM 143,893 183,206
GLOBAL PMTS INC COM 59,618 63,500
GENERAL DYNAMICS CORP COM 149,395 191,377
GENERAC HLDGS INC COM 395,827 452,340
FLYWIRE CORPORATION COM VTG 311,869 312,525
FASTENAL CO COM 603,552 770,763
EVOLENT HEALTH INC CL A 437,786 549,950
EMERSON ELEC CO COM 90,485 87,597
ECOLAB INC COM 656,960 684,308
DUTCH BROS INC CL A 44,754 49,089
DOUBLEVERIFY HLDGS INC COM 67,238 73,560
DOLBY LABORATORIES INC COM 77,187 68,944
DISNEY WALT CO COM 133,163 120,627
DEXCOM INC COM 462,448 502,565
DESCARTES SYS GROUP INC COM 333,467 395,082
DEERE & CO COM 87,279 89,971
CVS HEALTH CORPORATION 88,658 94,594
COSTCO WHSL CORP NEW COM 250,559 391,427
COSTAR GROUP INC COM 313,698 393,255
COPART INC COM 27,432 39,200
CONAGRA BRANDS, INC 71,980 77,382
COCA COLA CO COM 112,846 117,860
CME GROUP INC COM 72,603 73,710
CHEVRON CORP NEW COM 151,774 200,173
BOOZ ALLEN HAMILTON HLDG CORP CL A 137,712 213,866
WABTEC CORP COM 631,380 923,197
BERKSHIRE HATHAWAY INC DEL CL B NEW 369,400 554,606
GOLDMAN SACHS GROUP INC COM 286,079 337,163
CARMAX INC COM 292,443 345,330
ZOETIS INC CL A 507,901 592,110
APPLIED MATLS INC COM 90,910 192,377
APPLE INC COM 638,854 880,247
AON PLC SHS CL A 496,614 574,765
AMETEK INC NEW COM 536,139 695,011
AMERICAN EXPRESS CO COM 741,823 888,179
AMAZON.COM INC COM 804,246 922,276
ALPHABET INC CAP STK CL C 190,340 196,738
ALPHABET INC CAP STK CL A 811,939 1,096,287
ABBOTT LABORATORIES COM 126,746 110,070
WASTE MANAGEMENT INC COM 323,972 378,438
BLACKSTONE INC 82,592 91,644
WORKDAY INC CL A 569,451 841,983
AMERICAN FUNDS NEW WORLD FUND - F3 612,262 615,147
BAIRD MIDCAP FUND - INST 668,183 692,956
GQG PARTNERS EMERGING MARKETS EQUITY 2,301,061 2,540,972
JANUS HENDERSON SMALL CAP VALUE 641,330 656,384
JPMORGAN SMALL CAP GROWTH FUND CL L 742,203 795,017
MFS INTERNATIONAL EQUITY FUND CL R6 2,837,707 3,156,673
OAKMARK INTERNATIONAL FUND - INST 2,860,197 3,155,001
VANGUARD MID CAP VALUE INDEX FUND 1,075,982 1,104,954
VANGUARD INDEX FDS TOTAL STK MKT 7,107,805 7,098,334
BILL COM HLDGS INC COM 109,349 97,908
HONEYWELL INTERNATIONAL INC COM 120,554 125,407

TY 2023 InvestmentsGovtObligationsSch
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
US Government Securities - End of Year Book Value:

11,215,885
US Government Securities - End of Year Fair Market Value:

10,917,467
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
POA LIMITED-WI DAVIS FOUNDATION ORIG DTD 08/21/2021 AT COST 1 1
CARLYLE PRIVATE EQUITY ACCESS BLOCKER FUND III LP AT COST 717,840 717,840
FICI 2022 SERIES - FICTIV INC AT COST 100,168 100,169
AGMT MULTI-PARTY SERVICE ORIG DTD 07/21/2021 AT COST 1 1
SHERIDAN CAPITAL PARTNERS FUND III AT COST 68,746 68,746
GLOUSTON PRIVATE EQUITY OPPORTUNITIES VI FTE, LP AT COST 976,029 976,029
HAMLIN HIGH DIVIDEND EQUITY DAVIS FOUNDATION AT COST 5,000,000 5,654,449
COX/OUTWEST AT COST 200,318 200,318
BOW RIVER CAPITAL PRIVATE EQUITY III AT COST 67,185 67,185
ABBOTT SECONDARY OPPORTUNITIES FUND II, LP - OFFSHORE AT COST 642,412 642,412
INV POLICY STMT ORIG DTD 07/21/2021 AT COST 1 1

TY 2023 LandEtcSchedule2
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
NETWORK INSTALLATION 16,492 13,642 2,850 2,850
COMPUTER EQUIPMENT 14,017 11,595 2,422 2,422
OFFICE FURNITURE 53,431 44,039 9,392 9,392
POLYCOM CONFERENCE SYSTEM 4,100 820 3,280 3,280
POLYCOM STUDIO, TOUCH CONTROL 3,415 683 2,732 2,732
APPLIANCES 3,495 699 2,796 513
CONFERENCE CREDENZA W/ LOCKS 3,611 722 2,889 2,889
OFFICE DESKS 9,159 1,832 7,327 7,327
OFFICE CREDENZA 6,800 1,360 5,440 5,440
EXECUTIVE OFFICE TABLE 2,960 592 2,368 2,368
WASTE/RECYCABLE UNIT 3,390 678 2,712 2,712


TY 2023 LegalFeesSchedule
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL EXPENSE 1,587 0 0 1,587


TY 2023 OtherAssetsSchedule
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PROGRAM RELATED INVESTMENT 1,350,000 1,550,000 1,550,000
ALLOWANCE ON LOANS -1,350,000 -1,550,000 -1,550,000


TY 2023 OtherDecreasesSchedule
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
Description Amount
COST BASIS ADJUSTMENT OF DONATED STOCK 4,819,023


TY 2023 OtherExpensesSchedule
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INFORMATION TECHNOLOGY 24,634 0 0 24,634
OFFICE EXPENSES 21,415 0 0 21,415
INSURANCE 10,125 0 0 10,125
RETIREMENT PLAN FEES 3,032 0 0 3,032
RESERVE FOR LOANS 200,000 0 0 0
DUES AND SUBSCRIPTIONS 1,363 0 0 1,363
PROFESSIONAL DEVELOPMENT 3,140 0 0 3,140
CHARITY SUPPORT FEES 1,412 0 0 1,412
MISCELLANEOUS 1,209 0 0 0


TY 2023 OtherProfessionalFeesSchedule
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 277,404 277,404 0 0


TY 2023 TaxesSchedule
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 8,803 8,803 0 0
PAYROLL TAXES 19,580 0 0 19,580