David G And Nancy B Walsh Family Foundation

Walsh David Ttee

Madison, WI
Tax-exempt since Sept. 1998
EIN: 39-1914595

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$791k (2025)

Expenses

$426k (2025)

Total Assets

$4.25M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Revenue

$791,236

Expenses

$425,721

Net Income

$365,515

Net Assets

$4,250,627

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,328	0.2%
Dividends	$126,308	16.0%
Sales of Assets	$663,600	83.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$352,290	82.8%
Compensation of Officers*	$1,500	0.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,250,627
Total Liabilities	$0
Net Assets	$4,250,627

Compensation

Key Employees and Officers	Compensation	Other
Harold Mayer (Director)	$500	$0
Thomas Stolper (Director)	$500	$0
Kathleen Laskis (Director)	$500	$0
David G Walsh Co Foley Lardner (Pres/Sec/Dir)	$0	$0
Nancy B Walsh (Vp/Treas/Dir)	$0	$0
Michael Walsh (Director)	$0	$0
Katherine Walsh (Director)	$0	$0
Molly Walsh (Director)	$0	$0
John G Walsh (Director)	$0	$0

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990-PF

Filed on Nov. 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2024

Revenue

$748,296

Expenses

$382,677

Net Income

$365,619

Net Assets

$3,923,568

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,118	0.1%
Dividends	$116,664	15.6%
Sales of Assets	$630,514	84.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$322,571	84.3%
Compensation of Officers*	$4,500	1.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,923,568
Total Liabilities	$0
Net Assets	$3,923,568

Compensation

Key Employees and Officers	Compensation	Other
Harold Mayer (Director)	$1,500	$0
Thomas Stolper (Director)	$1,500	$0
Kathleen Laskis (Director)	$1,500	$0
David G Walsh Co Foley Lardner (Pres/Sec/Dir)	$0	$0
Nancy B Walsh (Vp/Treas/Dir)	$0	$0
Michael Walsh (Director)	$0	$0
Katherine Walsh (Director)	$0	$0
Molly Walsh (Director)	$0	$0
John G Walsh (Director)	$0	$0

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990-PF

Filed on Nov. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2023

Revenue

$374,865

Expenses

$406,315

Net Income

-$31,450

Net Assets

$3,619,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,081	0.3%
Dividends	$113,965	30.4%
Sales of Assets	$259,819	69.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$367,600	90.5%
Compensation of Officers*	$1,000	0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,619,144
Total Liabilities	$0
Net Assets	$3,619,144

Compensation

Key Employees and Officers	Compensation	Other
Harold Mayer (Director)	$500	$0
Thomas Stolper (Director)	$500	$0
David G Walsh Co Foley Lardner (Pres/Sec/Dir)	$0	$0
Nancy B Walsh (Vp/Treas/Dir)	$0	$0
Michael Walsh (Director)	$0	$0
Katherine Walsh (Director)	$0	$0
Molly Walsh (Director)	$0	$0
John G Walsh (Director)	$0	$0

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990-PF

Filed on May 20, 2024

Primary tax return for a private foundation's activities, finances, and governance

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View Filing (2 of 2)

Fiscal Year Ending June
2022

Revenue

$247,244

Expenses

$372,089

Net Income

-$124,845

Net Assets

$3,359,151

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$118,320	47.9%
Sales of Assets	$128,842	52.1%
Other Income	$77	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$326,029	87.6%
Compensation of Officers*	$1,000	0.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,359,151
Total Liabilities	$0
Net Assets	$3,359,151

Compensation

Key Employees and Officers	Compensation	Other
Harold Mayer (Director)	$500	$0
Thomas Stolper (Director)	$500	$0
David G Walsh Co Foley (Pres/Sec/Dir)	$0	$0
Nancy B Walsh (Vp/Treas/Dir)	$0	$0
Michael Walsh (Director)	$0	$0
Katherine Walsh (Director)	$0	$0
Molly Walsh (Director)	$0	$0
John G Walsh (Director)	$0	$0

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990-PF

Filed on Nov. 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$99,113

Expenses

$306,424

Net Income

-$207,311

Net Assets

$3,483,746

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$99,103	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$268,500	87.6%
Compensation of Officers*	$1,000	0.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,483,746
Total Liabilities	$0
Net Assets	$3,483,746

Compensation

Key Employees and Officers	Compensation	Other
Harold Mayer (Director)	$500	$0
Thomas Stolper (Director)	$500	$0
David G Walsh Co Foley (Pres/Sec/Dir)	$0	$0
Nancy B Walsh (Vp/Treas/Dir)	$0	$0
Michael Walsh (Director)	$0	$0
Katherine Walsh (Director)	$0	$0
Molly Walsh (Director)	$0	$0
John G Walsh (Director)	$0	$0

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990-PF

Filed on Jan. 2, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2020

Revenue

$101,714

Expenses

$297,510

Net Income

-$195,796

Net Assets

$3,750,075

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$137	0.1%
Dividends	$104,073	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$263,550	88.6%
Compensation of Officers*	$1,000	0.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,750,076
Total Liabilities	$1
Net Assets	$3,750,075

Compensation

Key Employees and Officers	Compensation	Other
Harold Mayer (Director)	$500	$0
Thomas Stolper (Director)	$500	$0
David G Walsh Co Foley (Pres/Sec/Dir)	$0	$0
Nancy B Walsh (Vp/Treas/Dir)	$0	$0
Michael Walsh (Director)	$0	$0
Katherine Walsh (Director)	$0	$0
Molly Walsh (Director)	$0	$0
John G Walsh (Director)	$0	$0

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990-PF

Filed on Nov. 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

Revenue

$143,750

Expenses

$283,126

Net Income

-$139,376

Net Assets

$3,764,194

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,668	1.2%
Dividends	$92,137	64.1%
Sales of Assets	$49,552	34.5%
Other Income	$393	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$249,440	88.1%
Compensation of Officers*	$2,000	0.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,764,194
Total Liabilities	$0
Net Assets	$3,764,194

Compensation

Key Employees and Officers	Compensation	Other
Harold Mayer (Director)	$1,000	$0
Thomas Stolper (Director)	$1,000	$0
David G Walsh Co Foley (Pres/Sec/Dir)	$0	$0
Nancy B Walsh (Vp/Treas/Dir)	$0	$0
Michael Walsh (Director)	$0	$0
Kathryn Walsh (Director)	$0	$0
Molly Walsh (Director)	$0	$0
John G Walsh (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$422,816

Expenses

$283,013

Net Income

$139,803

Net Assets

$3,811,208

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$698	0.2%
Dividends	$93,526	22.1%
Sales of Assets	$326,525	77.2%
Other Income	$2,067	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,050	73.9%
Compensation of Officers*	$1,000	0.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,811,208
Total Liabilities	$0
Net Assets	$3,811,208

Compensation

Key Employees and Officers	Compensation	Other
Harold Mayer (Director)	$500	$0
Thomas Stolper (Director)	$500	$0
David G Walsh Co Foley (Pres/Sec/Dir)	$0	$0
Nancy B Walsh (Vp/Treas/Dir)	$0	$0

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990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$1,541,680

Expenses

$187,961

Net Income

$1,353,719

Net Assets

$3,680,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$486,665	31.6%
Interest Revenue	$22	0.0%
Dividends	$75,767	4.9%
Sales of Assets	$978,903	63.5%
Other Income	$323	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,540	85.4%
Compensation of Officers*	$2,000	1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,680,721
Total Liabilities	$0
Net Assets	$3,680,721

Compensation

Key Employees and Officers	Compensation	Other
Harold Mayer (Director)	$1,000	$0
Thomas Stolper (Director)	$1,000	$0
David G Walsh Co Foley (Pres/Sec/Dir)	$0	$0
Nancy B Walsh (Vp/Treas/Dir)	$0	$0

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990-PF

Filed on Nov. 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$309,968

Expenses

$160,072

Net Income

$149,896

Net Assets

$2,347,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$52,973	17.1%
Sales of Assets	$256,766	82.8%
Other Income	$225	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,954	86.2%
Compensation of Officers*	$1,000	0.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,347,238
Total Liabilities	$0
Net Assets	$2,347,238

Compensation

Key Employees and Officers	Compensation	Other
Harold Mayer (Director)	$500	$0
Thomas Stolper (Director)	$500	$0
David G Walsh Co Foley (Pres/Sec/Dir)	$0	$0
Nancy B Walsh (Vp/Treas/Dir)	$0	$0

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990-PF

Filed on Sept. 21, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$590,152

Expenses

$183,595

Net Income

$406,557

Net Assets

$2,250,819

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$246,932	41.8%
Interest Revenue	$2	0.0%
Dividends	$50,279	8.5%
Sales of Assets	$292,939	49.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,284	79.1%
Compensation of Officers*	$2,016	1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,250,819
Total Liabilities	$0
Net Assets	$2,250,819

Compensation

Key Employees and Officers	Compensation	Other
David G Walsh Co Foley (Pres/Sec/Dir)	$1,016	$0
Harold Mayer (Director)	$500	$0
Thomas Stolper (Director)	$500	$0
Nancy B Walsh (Vp/Treas/Dir)	$0	$0

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990-PF

Filed on Jan. 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$638,060

Expenses

$135,422

Net Income

$502,638

Net Assets

$1,986,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$150,200	23.5%
Interest Revenue	$3	0.0%
Dividends	$45,175	7.1%
Sales of Assets	$442,682	69.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,895	78.9%
Compensation of Officers*	$1,000	0.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,986,159
Total Liabilities	$0
Net Assets	$1,986,159

Compensation

Key Employees and Officers	Compensation	Other
Harold Mayer (Director)	$500	$0
Thomas Stolper (Director)	$500	$0
David G Walsh Co Foley (Pres/Sec/Dir)	$0	$0
Nancy B Walsh (Vp/Treas/Dir)	$0	$0

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990-PF

Filed on Nov. 17, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$263,843

Expenses

$116,987

Net Income

$146,856

Net Assets

$1,525,204

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,434	12.7%
Sales of Assets	$230,409	87.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,797	79.3%
Compensation of Officers*	$2,822	2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,525,204
Total Liabilities	$0
Net Assets	$1,525,204

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$439,183

Expenses

$103,285

Net Income

$335,898

Net Assets

$1,378,348

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$332,616	75.7%
Interest Revenue	$0
Dividends	$31,204	7.1%
Sales of Assets	$73,174	16.7%
Other Income	$2,189	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,551	77.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,378,348
Total Liabilities	$0
Net Assets	$1,378,348

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$141,965

Expenses

$95,137

Net Income

$46,828

Net Assets

$1,357,392

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,058	16.9%
Sales of Assets	$115,907	81.6%
Other Income	$2,000	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,387	75.0%
Compensation of Officers*	$1,000	1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,357,392
Total Liabilities	$0
Net Assets	$1,357,392

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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David G And Nancy B Walsh Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $791k (2025)

Expenses $426k (2025)

Total Assets $4.25M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$791k (2025)

Expenses

$426k (2025)

Total Assets

$4.25M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002