Nonprofit · EIN 65-6286705
WILLIAM AND LYNDA STEERE FOUNDATION
Also known as DAVIS ELWOOD B CO-TTEE
Tax-exempt · WESTPORT, CT 06880
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $491,796 | $1,006,542 | -$514,746 | $8,628,582 | $0 | $8,628,582 |
| December 31, 2024 | 990-PF | $1,774,285 | $1,628,630 | $145,655 | $9,217,951 | $0 | $9,217,951 |
| December 31, 2023 | 990-PF | $1,154,113 | $1,772,900 | -$618,787 | $8,969,115 | $0 | $8,969,115 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $324,473
- Interest
- $12,282
- Net gain from sales of assets
- $149,246
- Other income
- $5,795
Expenses
- Grants and similar amounts paid
- $960,530
- Disbursements for charitable purposes
- $960,530
- Excise tax on investment income
- $5,231
Balance sheet and other
- Total assets, start of year
- $9,217,951
- Total assets, end of year
- $8,628,582
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,628,582
- Fair market value of assets
- $14,059,049
- Qualifying distributions
- $960,530
- Net investment income
- $411,378
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 |
|---|---|---|---|
| Elwood B Davis 244 Saugatuck Avenue, Westport, CT 06880 | Trustee | 0.25 | $0 |
| William C Steere 27471 Harbor Cove Court, Bonita Springs, FL 34134 | Trustee | 0.25 | $0 |
| Lynda Steere 27471 Harbor Cove Court, Bonita Springs, FL 34134 | Trustee | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elwood B Davis 244 Saugatuck Avenue, Westport, CT 06880 | Trustee | 0.25 | $0 |
| William C Steere 27471 Harbor Cove Court, Bonita Springs, FL 34134 | Trustee | 0.25 | $0 |
| Lynda Steere 27471 Harbor Cove Court, Bonita Springs, FL 34134 | Trustee | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elwood B Davis 244 Saugatuck Avenue, Westport, CT 06880 | Trustee | 0.25 | $0 |
| William C Steere 27471 Harbor Cove Court, Bonita Springs, FL 34134 | Trustee | 0.25 | $0 |
| Lynda Steere 27471 Harbor Cove Court, Bonita Springs, FL 34134 | Trustee | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2630, WESTPORT, CT 06880-0630
- In care of
- % ELWOOD DAVIS
- Signed the 990-PF
- Elwood B Davis, Trustee
- Phone
- (203) 226-8997
- Return prepared by
- Corient Tax LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-6286705
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $8,628,582
- Income (IRS master file)
- $927,630
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $491,796 | $1,006,542 | $8,628,582 | XML |
| 990-PF | December 2024 | $1,774,285 | $1,628,630 | $9,217,951 | IRS |
| 990-PF | December 2023 | $1,154,113 | $1,772,900 | $8,969,115 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 65-6286705).
Questions about WILLIAM AND LYNDA STEERE FOUNDATION
- What is the EIN of WILLIAM AND LYNDA STEERE FOUNDATION?
- The employer identification number (EIN) of WILLIAM AND LYNDA STEERE FOUNDATION is 65-6286705.
- Is WILLIAM AND LYNDA STEERE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to WILLIAM AND LYNDA STEERE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM AND LYNDA STEERE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM AND LYNDA STEERE 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 WILLIAM AND LYNDA STEERE 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 WILLIAM AND LYNDA STEERE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does WILLIAM AND LYNDA STEERE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $491,796, expenses of $1,006,542 and total assets of $8,628,582 at year end.
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