Nonprofit · EIN 39-6624684
THE CLARENCE WALLACE AND DOLORES LYNCH WALLACE FAMILY FOUNDATION
Also known as WALLACE CLARENCE & ET AL TTEES
Tax-exempt · APPLETON, WI 54912
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $629,797 | $581,082 | $48,715 | $6,317,684 | $0 | $6,317,684 |
| December 31, 2024 | 990-PF | $277,105 | $561,382 | -$284,277 | $6,268,790 | $0 | $6,268,790 |
| December 31, 2023 | 990-PF | $185,285 | $534,722 | -$349,437 | $6,553,588 | $0 | $6,553,588 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $252,332
- Net gain from sales of assets
- $377,465
Expenses
- Grants and similar amounts paid
- $504,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $513,038
- Excise tax on investment income
- $7,835
Balance sheet and other
- Total assets, start of year
- $6,268,790
- Total assets, end of year
- $6,317,684
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,317,684
- Fair market value of assets
- $12,447,029
- Qualifying distributions
- $513,038
- Net investment income
- $629,797
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN WALLACE 4713 W PINE STREET, APPLETON, WI 54914 | SECRETARY/TREASURER | 1 | $0 |
| DAVID WALLACE 1038 E VINE STREET, APPLETON, WI 54911 | PRESIDENT | 1 | $0 |
| AMY ARGALL 2022 NIGHT PASTURE ROAD, CEDARBURG, WI 53012 | TRUSTEE | 1 | $0 |
| MARY HEINRITZ 707 N LEMINWAH STREET, APPLETON, WI 54911 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN WALLACE 4713 W PINE STREET, APPLETON, WI 54914 | SECRETARY/TREASURER | 1 | $0 |
| DAVID WALLACE 1038 E VINE STREET, APPLETON, WI 54911 | PRESIDENT | 1 | $0 |
| AMY ARGALL 2022 NIGHT PASTURE ROAD, CEDARBURG, WI 53012 | TRUSTEE | 1 | $0 |
| MARY HEINRITZ 707 N LEMINWAH STREET, APPLETON, WI 54911 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN WALLACE 4713 W PINE STREET, APPLETON, WI 54914 | SECRETARY/TREASURER | 1 | $0 |
| DAVID WALLACE 1038 E VINE STREET, APPLETON, WI 54911 | PRESIDENT | 1 | $0 |
| AMY ARGALL 2022 NIGHT PASTURE ROAD, CEDARBURG, WI 53012 | TRUSTEE | 1 | $0 |
| MARY HEINRITZ 707 N LEMINWAH STREET, APPLETON, WI 54911 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1051, APPLETON, WI 54912-1051
- In care of
- % BRIAN WALLACE
- Signed the 990-PF
- BRIAN WALLACE, TRUSTEE
- Phone
- (920) 224-1405
- Return prepared by
- HAWKINS ASH CPAS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6624684
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $6,317,684
- Income (IRS master file)
- $1,399,454
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $629,797 | $581,082 | $6,317,684 | IRS |
| 990-PF | December 2024 | $277,105 | $561,382 | $6,268,790 | IRS |
| 990-PF | December 2023 | $185,285 | $534,722 | $6,553,588 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6624684).
Questions about THE CLARENCE WALLACE AND DOLORES LYNCH WALLACE FAMILY FOUNDATION
- What is the EIN of THE CLARENCE WALLACE AND DOLORES LYNCH WALLACE FAMILY FOUNDATION?
- The employer identification number (EIN) of THE CLARENCE WALLACE AND DOLORES LYNCH WALLACE FAMILY FOUNDATION is 39-6624684.
- Is THE CLARENCE WALLACE AND DOLORES LYNCH WALLACE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to THE CLARENCE WALLACE AND DOLORES LYNCH WALLACE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE CLARENCE WALLACE AND DOLORES LYNCH WALLACE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE CLARENCE WALLACE AND DOLORES LYNCH WALLACE FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CLARENCE WALLACE AND DOLORES LYNCH WALLACE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE CLARENCE WALLACE AND DOLORES LYNCH WALLACE FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE CLARENCE WALLACE AND DOLORES LYNCH WALLACE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $629,797, expenses of $581,082 and total assets of $6,317,684 at year end.
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All nonprofits in APPLETON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations