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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$134,519,276J 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) 20,000,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,504,468 2,504,468  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 23,619
b Gross sales price for all assets on line 6a 29,776,936
7 Capital gain net income (from Part IV, line 2)... 23,619
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........ 22,528,087 2,528,087 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 259,320 51,864 0 207,456
14 Other employee salaries and wages...... 219,172 21,917 0 197,255
15 Pension plans, employee benefits....... 13,941 0 0 0
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
19,492 0 0 19,492
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24,491 0 0 24,491
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
315,038 311,038 0 4,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
71,205 6,779 0 31,426
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
45,398 0 45,398
20 Occupancy.............. 144,147 0 0 144,147
21 Travel, conferences, and meetings....... 15,598 0 0 15,598
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
592,769 0 0 92,769
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,720,571 391,598 45,398 736,634
25 Contributions, gifts, grants paid....... 3,348,866 3,348,866
26 Total expenses and disbursements. Add lines 24 and 25 5,069,437 391,598 45,398 4,085,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,458,650
b Net investment income (if negative, enter -0-) 2,136,489
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 278,233 728 728
2 Savings and temporary cash investments......... 11,902,975 13,108,758 13,108,758
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) 11,215,885 Click to see attachment
List of Attached Documents:
// Content
14,652,855 		14,168,576
b Investments—corporate stock (attach schedule)....... 49,046,962 Click to see attachment
List of Attached Documents:
// Content
53,588,846 		71,690,123
c Investments—corporate bonds (attach schedule)....... 19,592,883 Click to see attachment
List of Attached Documents:
// Content
25,077,963 		25,052,287
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).......... 7,772,701 Click to see attachment
List of Attached Documents:
// Content
10,190,575 		10,447,138
14 Land, buildings, and equipment: basis right arrow157,185
Less: accumulated depreciation (attach schedule) right arrow124,344 41,925 Click to see attachment
List of Attached Documents:
// Content
32,841 		51,666
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) 99,851,564 116,652,566 134,519,276
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 99,851,564 116,652,566
29 Total net assets or fund balances (see instructions)..... 99,851,564 116,652,566
30 Total liabilities and net assets/fund balances (see instructions). 99,851,564 116,652,566
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
99,851,564
2
Enter amount from Part I, line 27a .....................
2
17,458,650
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
117,310,214
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
657,648
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
116,652,566
Form 990-PF (2024)
Form 990-PF (2024)
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      
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 29,474,160   29,753,317 -279,157
b 302,776     302,776
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       -279,157
b       302,776
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 23,619
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 29,697
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 29,697
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 29,697
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 27,112
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 32,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 59,112
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 29,415
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow29,415 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		13,800 0 0
500 NORTH FIRST STREET NO 5500
WAUSAU,WI54403
JEFFREY STUBBE EXECUTIVE DIRECTOR
30.00 		245,520 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
KEITH GILKES ASSOCIATE DIRECTOR
22.00 		171,875 0 0
500 NORTH FIRST STREET NO 5500
WAUSAU,WI54403
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 155,519
181 2ND ST SOUTH
WISCONSIN RAPIDS,WI54494
WILLIAM BLAIR & CO ADVISOR FEE 155,519
150 NORTH RIVERSIDE PLAZA
CHICAGO,IL60606
WIPFLI LLP ACCOUNTING FEES 52,011
PO BOX 3160
MILWAUKEE,WI532013160
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). THEINVESTMENT 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. 500,000
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 arrow500,000
Form 990-PF (2024)
Form 990-PF (2024)
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
109,879,024
b
Average of monthly cash balances.......................
1b
5,542,218
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
115,421,242
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
115,421,242
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,731,319
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
113,689,923
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,684,496
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
5,684,496
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
29,697
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
29,697
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,654,799
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,654,799
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
5,654,799
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
4,085,500
b
Program-related investments—total from Part VIII-B..................
1b
500,000
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
4,585,500
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 5,654,799
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 3,982,778
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,585,500
a Applied to 2023, but not more than line 2a 3,982,778
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 2024 distributable amount..... 602,722
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		5,052,077
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ASSUMPTION HIGH SCHOOL FOUNDATION INC

PO BOX 1041
WISCONSIN RAPIDS,WI54495 		N/A PC EMPLOYEE GRANT 2,500

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

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 OPERATIONS 5,000

BOYS & GIRLS CLUB OF THE WAUSAU AREA INC

PO BOX 2386
WAUSAU,WI54402 		N/A PC BUILD FINANCIAL SUSTAINABILITY THROUGH IMPROVED FUNDRAISING AND MARKETING 50,600

BRIDGE STREET MISSION

115 W BRIDGE ST
WAUSAU,WI54401 		N/A PC NEW BUILDING & RENOVATION 250,000

BRIDGE STREET MISSION

115 W BRIDGE ST
WAUSAU,WI54401 		N/A PC EMPLOYEE GRANT 5,000

CASA OF MARATHON COUNTY

PO BOX 1824
WAUSAU,WI54402 		N/A PC INFORMATION TECHNOLOGY EQUIPMENT GRANT 15,000

CHILDREN'S IMAGINARIUM INC

195 N SECOND STREET
WAUSAU,WI54403 		N/A PC GRANT FOR NEW HVAC UNIT PURCHASE AND INSTALLATION 40,575

CITY OF CHIPPEWA FALLS

30 W CENTRAL STREET
CHIPPEWA FALLS,WI54729 		N/A GOV FLAG HILL PLAYGROUND PROJECT GRANT 50,000

DOOR COUNTY LAND TRUST

PO BOX 65
STURGEON BAY,WI54235 		N/A PC OPERATIONS 2,000

GREATER WAUSAU CHAMBER OF COMMERCE

209 W WASHINGTON ST
WAUSAU,WI54403 		N/A NC CENTRAL WISCONSIN AI CENTER STARTUP SUPPORT 125,000

GREATER WAUSAU PROSPERITY PARTNERSHIP LTD

209 W WASHINGTON ST
WAUSAU,WI54403 		N/A PF STAFFING GRANT 100,500

GREATER WAUSAU PROSPERITY PARTNERSHIP LTD

209 W WASHINGTON ST
WAUSAU,WI54403 		N/A PF SENIOR LIVING CENTER FEASIBILITY STUDY 12,500

HUMANE SOCIETY OF MARATHON COUNTY

7001 PACKER DRIVE
WAUSAU,WI54401 		N/A PC DIRECTOR GRANT 10,000

ICE AGE TRAIL ALLIANCE

2110 MAIN ST
CROSS PLAINS,WI53528 		N/A PC TRAIL PROJECT IN PLOVER RIVER SEGMENT OF ICE AGE TRAIL 15,000

INSTITUTE FOR REFORMING GOVERNMENT

PO BOX 180291
DELAFIELD,WI53018 		N/A PC BUILDING BRIDGES GRANT 35,000

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 POF OPERATIONS 3,000

LIBERTAS INSTITUTE

2183 W MAIN ST A102
LEHI,UT84043 		N/A PC CHILDREN'S ENTREPRENEUR MARKET PROJECT FOR CENTRAL WI 30,000

MONK BOTANICAL GARDENS

518 S 7TH AVE
WAUSAU,WI54401 		N/A PC EXPANSION AND NEW ENTRANCE PROJECT 1,000,000

MONK BOTANICAL GARDENS

518 S 7TH AVE
WAUSAU,WI54401 		N/A PC GRANT TO SUPPORT A CURRENT PUBLIC RELATIONS NEED. 15,000

NORTHCENTRAL TECHNICAL COLLEGE FOUNDATION

1000 W CAMPUS DR
WAUSAU,WI54401 		N/A PC DAVIS SCHOLARSHIP ENDOWMENT 3,000

NORTHERN DOOR CHILDREN'S CENTER

10520 JUDITH BLAZER DRIVE
SISTER BAY,WI54234 		N/A PC ESSENTIAL CAMPAIGN - FACILITY EXPANSION GRANT 50,000

NORTHLAND LUTHERAN HIGH SCHOOL

2107 TOWER RD
KRONENWETTER,WI54455 		N/A PC FOR BIOMEDICAL PROGRAM STARTUP 20,297

PENINSULA PLAYERS THEATRE FOUNDATION

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

PERFORMING ARTS FOUNDATION

401 NORTH 4TH ST
WAUSAU,WI54403 		N/A PC OPERATIONS 3,500

PHILANTHROPY ROUNDTABLE

1120 20TH ST NW SUITE 550 SOUTH
WASHINGTON,DC20036 		N/A PC OPERATIONS 5,000

PRAIRIE CATHOLIC SCHOOLS

515 N BEAUMONT RD
PRAIRIE DU CHIEN,WI538211211 		N/A PC EMPLOYEE GRANT 2,500

ST PETER EVANGELICAL LUTHERAN CHURCH

201 S MICHIGAN ST
PRAIRIE DU CHIEN,WI53821 		N/A PC GRANT TO REPLACE SINKS AND CABINETS IN DAYCARE FACILITY 20,000

STOUT UNIVERSITY FOUNDATION

320 BROADWAY STREET SOUTH
MENOMONIE,WI54751 		N/A PC 2024 SCHOOL YEAR SCHOLARSHIP SUPPLEMENT PASS THROUGH GRANT 25,000

UNITED WAY OF MARATHON COUNTY

705 S 24TH AVE STE 400B
WAUSAU,WI54401 		N/A PC OPERATIONS 28,000

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 KAYAK & CANOE CORPORATION

1803 STEWART AVENUE
WAUSAU,WI54401 		N/A PC REPAIRS & IMPROVEMENTS TO WHITEWATER PARK 6,500

WAUSAU CURLING CLUB INC

PO BOX 627
WAUSAU,WI544020627 		N/A PC GRANT FOR STREAMING EQUIPMENT PROJECT 20,000

WISCONSIN HUMANE SOCIETY

4500 W WISCONSIN AVE
MILWAUKEE,WI53208 		N/A PC OPERATIONS 5,000

WISCONSIN INSTITUTE FOR LAW AND LIBERTY

330 E KILBOURN AVE STE 725
MILWAUKEE,WI53202 		N/A PC PRESERVING DEMOCRACY PROJECT GRANT 50,000

WMC FOUNDATION INC

501 E WASHINGTON AVE
MADISON,WI537032914 		N/A PC CIVICS BEE GRANT 7,500

WOODSON YMCA

707 N 3RD STREET
WAUSAU,WI54403 		N/A PC FISCAL 24 SUBSIDY ($150,000) AND CONSTRUCTION ($209,894) 359,894

WOODSON YMCA FOUNDATION

707 THIRD STREET
WAUSAU,WI54403 		N/A PC PLEDGE FOR GRANT FOR EXPANSION OF THE LANDING AT THE WOODSON YMCA 900,000
Total .................................right arrow 3a 3,348,866
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2,504,468  
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 23,619  
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 2,528,087 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,528,087
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
DWIGHT AND LINDA DAVIS FOUNDATION
  		Employer identification number
26-3604136
Part I
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

$ 20,000,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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
 140 SHARES ALPHABET INC CAP STK CL A $ 23,846 2024-12-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,000 SHARES AMAZON.COM INC COM $ 211,250 2024-12-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,904 SHARES APPLIED MATLS INC COM $ 341,749 2024-12-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 30 SHARES BERKSHIRE HATHAWAY INC DEL CL B NEW $ 14,398 2024-12-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 143 SHARES COSTCO WHSL CORP NEW COM $ 138,800 2024-12-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2,000 SHARES GUIDEWIRE SOFTWARE INC COM $ 403,700 2024-12-02
Schedule B (Form 990) (Rev. 1-2025)
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
 85 SHARES HOME DEPOT INC COM $ 36,276 2024-12-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 900 SHARES INTUITIVE SURGICAL INC COM NEW $ 488,993 2024-12-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,100 SHARES JPMORGAN CHASE & CO COM $ 272,404 2024-12-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,300 SHARES RYAN SPECIALTY HOLDINGS, INC $ 96,811 2024-12-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 333 SHARES SALESFORCE INC $ 110,658 2024-12-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 5,000 SHARES TOAST INC CL A $ 213,500 2024-12-02
Schedule B (Form 990) (Rev. 1-2025)
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
 500 SHARES TRANSDIGM GROUP INC COM $ 632,935 2024-12-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 16 SHARES TYLER TECHNOLOGIES INC COM $ 9,947 2024-12-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 6,000 SHARES UBER TECHNOLOGIES INC COM $ 434,730 2024-12-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 7,100 SHARES WABTEC CORP COM $ 1,422,059 2024-12-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 2,193 SHARES WALMART INC $ 202,787 2024-12-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 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 24,491 0 0 24,491

TY 2024 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 2024 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 13,642 200DB 5.000000000000 1,900 0 2,850  
COMPUTER EQUIPMENT 2020-09-01 14,017 11,595 200DB 5.000000000000 1,615 0 2,422  
OFFICE FURNITURE 2020-09-01 53,431 44,039 200DB 5.000000000000 6,261 0 9,392  
POLYCOM CONFERENCE SYSTEM 2023-08-09 4,100 820 200DB 5.000000000000 1,312 0 820  
POLYCOM STUDIO, TOUCH CONTROL 2023-03-15 3,415 683 200DB 5.000000000000 1,093 0 683  
APPLIANCES 2023-05-21 3,495 699 200DB 5.000000000000 1,118 0 699  
CONFERENCE CREDENZA W/ LOCKS 2023-06-07 3,611 722 200DB 5.000000000000 1,156 0 722  
OFFICE DESKS 2023-06-07 9,159 1,832 200DB 5.000000000000 2,931 0 1,832  
OFFICE CREDENZA 2023-06-07 6,800 1,360 200DB 5.000000000000 2,176 0 1,360  
EXECUTIVE OFFICE TABLE 2023-06-07 2,960 592 200DB 5.000000000000 947 0 592  
WASTE/RECYCABLE UNIT 2023-06-07 3,390 678 200DB 5.000000000000 1,085 0 678  
SOFTWARE DEVELOPMENT 2024-07-11 32,175   200DB 5.000000000000 6,435 0 3,218  
BOOKSHELF 2024-03-08 4,140   200DB 5.000000000000 828 0 690  

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TY 2024 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 CHAMBER OF COMMERCE
  		209 W WASHINGTON ST
WAUSAU,WI54403 		2024-12-31 125,000 THE $125,000 WAS APPROVED AS A GRANT FOR CENTRAL WISCONSIN AI CENTER STARTUP SUPPORT. 125,000 NONE   2024-12-31 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 		2023-09-12 200,500 THE $200,500 WAS APPROVED AS A STAFFING GRANT FOR GREATER WAUSAU PROSPERITY PARTNERSHIP. 200,500 NONE   2024-12-31 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. 50,000 NONE   2024-12-31 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 		2024-02-29 500,000 THE $500,000 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. 500,000 NONE   2024-12-31 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 2024 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 1,836,508 1,777,939
AMAZON COM INC SR GLBL NT 1.65% DTD 05/12/2021 DUE 05/12/2028 CALLABLE 1,836,388 1,774,896
WELLS FARGO CO MTN SR NT 3.00% DTD 02/19/2015 DUE 02/19/2025 NON-CALLABLE 1,784,393 1,780,038
APPLE INC SR GLBL NT 3.25% DTD 08/08/2022 DUE 08/08/2029 CALLABLE 1,796,054 1,767,945
BRISTOL MYERS SQUIBB CO SR GLBL NT 2.95% DTD 03/02/2022 DUE 03/15/2032 CALLA 1,762,923 1,754,622
FISERV INC SR GLBL NT 2.25% DTD 05/13/2020 DUE 06/01/2027 CALLABLE 1,832,674 1,775,838
GILEAD SCIENCES INC SR GLBL 3.50% DTD 11/17/2014 DUE 02/01/2025 CALLABLE 1,778,468 1,780,575
BLACKROCK INC SR GLBL 2.40% DTD 01/27/2020 DUE 04/30/2030 CALLABLE 1,782,357 1,770,143
INTERCONTINENTAL EXCHANGE INC GLBL NT 4.60% DTD 05/23/2022 DUE 03/15/2033 CA 1,729,921 1,736,133
META PLATFORMS INC GLBL NT 3.85% DTD 08/09/2022 DUE 08/15/2032 CALLABLE 1,744,852 1,756,452
RTX CORPORATION SR GLBL NT 2.25% DTD 05/18/2020 DUE 07/01/2030 CALLABLE 1,735,009 1,768,201
U S BANCORP MTNS BK ENT FR 3.10% DTD 04/26/2016 DUE 04/27/2026 CALLABLE 1,814,061 1,779,021
BLACKROCK HIGH YIELD BOND PORTFOLIO CLASS K #340 3,644,355 3,830,484

TY 2024 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 353,998 619,650
STARBUCKS CORP COM 715,248 719,598
STRYKER CORP COM 485,390 810,113
TEXAS INSTRUMENTS INC COM 103,575 103,131
TREX CO INC COM 55,352 69,030
TOTALENERGIES SE 68,658 81,750
TRANSDIGM GROUP INC COM 781,571 1,856,565
SCHWAB CHARLES CORP NEW COM 138,053 204,637
TYLER TECHNOLOGIES INC COM 67,991 95,722
UBER TECHNOLOGIES INC COM 432,372 889,720
UL SOLUTIONS INC CLASS A COM SHS 65,432 81,055
UNION PAC CORP COM 109,676 114,020
INTERCONTINENTAL EXCHANGE, INC. COM 396,761 566,238
SAREPTA THERAPEUTICS INC COM 92,988 91,193
SALESFORCE INC 765,996 1,366,741
S&P GLOBAL INC COM 384,144 498,030
RYAN SPECIALTY HOLDINGS, INC 280,767 494,032
ROCKWELL AUTOMATION INC COM 436,643 583,012
RESMED INC COM 338,699 571,725
REMITLY GLOBAL INC COM 83,541 135,420
RB GLOBAL INC 632,715 1,019,824
PURE STORAGE INC CL A 549,117 715,660
PROCTER & GAMBLE CO COM 180,320 209,563
PROCORE TECHNOLOGIES INC COM 70,417 93,663
POOL CORP COM 130,386 119,329
UNITEDHEALTH GROUP INC COM 229,072 346,008
WALMART INC. 1,122,446 2,185,747
LINDE PLC COM 471,692 712,576
PAYPAL HLDGS INC COM 121,858 164,640
ORACLE CORP COM 145,520 183,304
O REILLY AUTOMOTIVE INC NEW COM 318,126 711,480
NVIDIA CORP COM 97,680 671,450
NOVANTA INC COM 79,452 76,385
NORTHROP GRUMMAN CORP COM 187,074 182,554
NIKE INC CL B 103,650 94,588
NEOGEN CORP COM 320,324 237,944
MONTROSE ENVIRONMENTAL GROUP I COM 120,815 58,433
MONGODB INC CL A 331,079 267,732
MONDAY COM LTD SHS 70,660 76,518
MICROSOFT CORP COM 1,153,325 1,697,381
PEPSICO INC COM 45,430 44,249
PFIZER INC COM 172,919 159,180
MCCORMICK & CO INC COM NON VTG 86,494 95,300
LOWES COS INC COM 666,883 789,760
GUIDEWIRE SOFTWARE INC COM 256,213 547,885
LILLY ELI & CO COM 250,219 965,000
KROGER CO COM 196,578 257,808
KIMBERLY CLARK CORP COM 121,927 124,488
JPMORGAN CHASE & CO COM 958,393 1,576,093
JOHNSON & JOHNSON COM 230,301 199,431
IRHYTHM TECHNOLOGIES INC COM 202,951 377,091
INTUITIVE SURGICAL INC COM NEW 594,046 1,323,169
MCDONALDS CORP COM 94,429 115,956
INSULET CORP COM 116,367 182,749
ACCENTURE PLC CLASS A ORDINARY SHARES 420,204 443,255
HOME DEPOT INC COM 870,277 1,028,879
VERISK ANALYTICS INC COM 143,893 211,255
VIKING THERAPEUTICS INC COM 45,563 27,162
GENERAL DYNAMICS CORP COM 149,395 194,192
GENERAC HLDGS INC COM 676,801 852,775
FLYWIRE CORPORATION COM VTG 610,916 628,910
FASTENAL CO COM 603,552 855,729
EVOLENT HEALTH INC CL A 422,957 225,000
EMERSON ELEC CO COM 90,485 111,537
ECOLAB INC COM 656,960 808,404
DYNATRACE INC COM 80,094 95,113
DUTCH BROS INC CL A 86,053 162,378
DISNEY WALT CO COM 282,493 317,236
DEXCOM INC COM 403,167 272,195
DESCARTES SYS GROUP INC COM 333,467 533,920
DEERE & CO COM 274,871 298,285
COSTCO WHSL CORP NEW COM 302,721 674,375
COSTAR GROUP INC COM 241,135 242,690
COCA COLA CO COM 112,846 124,520
CME GROUP INC COM 72,603 81,281
CHEVRON CORP NEW COM 88,699 130,356
BOOZ ALLEN HAMILTON HLDG CORP CL A 137,712 215,186
CAVA GROUP INC COM 36,515 45,120
WABTEC CORP COM 981,291 2,132,888
BERKSHIRE HATHAWAY INC DEL CL B NEW 375,154 718,449
GOLDMAN SACHS GROUP INC COM 286,079 500,470
ZOETIS INC CL A 507,901 488,790
AAR CORP COM 96,211 91,920
APPLIED MATLS INC COM 236,734 502,689
APPLE INC COM 777,082 1,306,191
AON PLC SHS CL A 496,614 709,341
AMETEK INC NEW COM 536,139 759,796
AMERICAN EXPRESS CO COM 741,823 1,407,081
AMAZON.COM INC COM 1,134,998 1,874,688
ALPHABET INC CAP STK CL C 190,340 265,854
ALPHABET INC CAP STK CL A 981,397 1,695,182
ABBOTT LABORATORIES COM 160,540 147,043
ABBVIE INC COM 175,325 177,700
WASTE MANAGEMENT INC COM 166,004 213,292
BLACKSTONE INC 497,559 672,438
BLOCK,INC. 481,067 580,057
WORKDAY INC CL A 391,846 580,568
BAIRD MIDCAP FUND - INST 447,001 432,847
GQG PARTNERS EMERGING MARKETS EQUITY 3,599,985 3,966,146
JANUS HENDERSON SMALL CAP VALUE 21,412 20,214
JPMORGAN SMALL CAP GROWTH FUND CL L 1,056,807 1,229,107
MFS INTERNATIONAL EQUITY FUND CL R6 2,837,707 3,241,003
OAKMARK INTERNATIONAL FUND - INST 1,263,481 1,420,159
VANGUARD MID CAP VALUE INDEX FUND 1,075,982 1,233,138
VANGUARD INDEX FDS TOTAL STK MKT 10,000,000 9,745,697
BILL COM HLDGS INC COM 152,052 254,129
HONEYWELL INTERNATIONAL INC COM 191,203 209,173

TY 2024 InvestmentsGovtObligationsSch
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
US Government Securities - End of Year Book Value:

14,652,855
US Government Securities - End of Year Fair Market Value:

14,168,576
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 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 687,792 687,792
FICI 2022 SERIES - FICTIV INC AT COST 111,063 111,063
AGMT MULTI-PARTY SERVICE ORIG DTD 07/21/2021 AT COST 1 1
SHERIDAN CAPITAL PARTNERS FUND III AT COST 177,684 177,684
GLOUSTON PRIVATE EQUITY OPPORTUNITIES VI FTE, LP AT COST 910,536 910,536
HAMLIN HIGH DIVIDEND EQUITY DAVIS FOUNDATION AT COST 6,518,756 6,775,319
COX/OUTWEST AT COST 220,666 220,666
BOW RIVER CAPITAL PRIVATE EQUITY III AT COST 133,864 133,864
ABBOTT SECONDARY OPPORTUNITIES FUND II, LP - OFFSHORE AT COST 930,211 930,211
INV POLICY STMT ORIG DTD 07/21/2021 AT COST 1 1
ICAPITAL PRETIUM SINGLE FAMILY RENTAL FUND III ACCESS FUND LP AT COST 500,000 500,000

TY 2024 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 15,542 950 950
COMPUTER EQUIPMENT 14,017 13,210 807 807
OFFICE FURNITURE 53,431 50,300 3,131 3,131
POLYCOM CONFERENCE SYSTEM 4,100 2,132 1,968 1,968
POLYCOM STUDIO, TOUCH CONTROL 3,415 1,776 1,639 1,639
APPLIANCES 3,495 1,817 1,678 1,678
CONFERENCE CREDENZA W/ LOCKS 3,611 1,878 1,733 1,733
OFFICE DESKS 9,159 4,763 4,396 4,396
OFFICE CREDENZA 6,800 3,536 3,264 3,264
EXECUTIVE OFFICE TABLE 2,960 1,539 1,421 1,421
WASTE/RECYCABLE UNIT 3,390 1,763 1,627 1,627
SOFTWARE DEVELOPMENT 32,175 6,435 25,740 25,740
BOOKSHELF 4,140 828 3,312 3,312


TY 2024 LegalFeesSchedule
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL EXPENSE 19,492 0 0 19,492


TY 2024 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 1,550,000 2,050,000 2,050,000
ALLOWANCE ON LOANS -1,550,000 -2,050,000 -2,050,000


TY 2024 OtherDecreasesSchedule
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
Description Amount
COST BASIS ADJUSTMENT OF DONATED STOCK 657,648


TY 2024 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 16,855 0 0 16,855
OFFICE EXPENSES 42,021 0 0 42,021
INSURANCE 9,250 0 0 9,250
RETIREMENT PLAN FEES 4,908 0 0 4,908
RESERVE FOR LOANS 500,000 0 0 0
DUES AND SUBSCRIPTIONS 4,288 0 0 4,288
PROFESSIONAL DEVELOPMENT 11,212 0 0 11,212
CHARITY SUPPORT FEES 3,215 0 0 3,215
WEBSITE DEVELOPMENT AND MANAGEMENT 1,020 0 0 1,020


TY 2024 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 311,038 311,038 0 0
OTHER PROFESSIONAL FEES 4,000 0 0 4,000


TY 2024 TaxesSchedule
Name:
DWIGHT AND LINDA DAVIS FOUNDATION
EIN:
26-3604136
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IRS EXCISE TAX PAYMENT 33,000 0 0 0
FOREIGN TAX PAID 6,779 6,779 0 0
PAYROLL TAXES 30,577 0 0 30,577
PERSONAL PROPERTY TAXES 849 0 0 849