STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

WILLIAM AND LYNDA STEERE FOUNDATION

2025 · Form 990PF · revenue $492K · expenses $1.0M · assets $8.6M

EIN
65-6286705
Address
PO BOX 2630, WESTPORT, CT 06880-0630
NTEE code
T20
Subsection
501(c)(3)
Ruling year
1999
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

No one listed on these returns was paid.

Unpaid officers and directors · 4 people
NameLatest titleYearsOrganizations
Elwood B Davis Trustee2010-2025 9
William C Steere Trustee2012-2025 1
Lynda Steere Trustee2012-2025 1
Catherine Davis (former) TRUSTEE2010-2011 1

People by year

2025 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Elwood B Davis Trustee0 $0-$0 $09
William C Steere Trustee0 $0-$0 $01
Lynda Steere Trustee0 $0-$0 $01
2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Elwood B Davis Trustee0 $0-$0 $09
William C Steere Trustee0 $0-$0 $01
Lynda Steere Trustee0 $0-$0 $01
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Elwood B Davis Trustee0 $0-$0 $09
William C Steere Trustee0 $0-$0 $01
Lynda Steere Trustee0 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Elwood B Davis Trustee0 $0-$0 $09
William C Steere Trustee0 $0-$0 $01
Lynda Steere Trustee0 $0-$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Elwood B Davis Trustee0 $0-$0 $09
William C Steere Trustee0 $0-$0 $01
Lynda Steere Trustee0 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Elwood B Davis Trustee0 $0-$0 $09
William C Steere Trustee0 $0-$0 $01
Lynda Steere Trustee0 $0-$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Elwood B Davis Trustee0 $0-$0 $09
William C Steere Trustee0 $0-$0 $01
Lynda Steere Trustee0 $0-$0 $01
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Elwood B Davis Trustee0 $0-$0 $09
William C Steere Trustee0 $0-$0 $01
Lynda Steere Trustee0 $0-$0 $01
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ELWOOD B DAVIS Trustee0 $0-$0 $09
WILLIAM C STEERE Trustee0 $0-$0 $01
LYNDA STEERE Trustee0 $0-$0 $01
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ELWOOD B DAVIS Trustee0 $0-$0 $09
WILLIAM C STEERE Trustee0 $0-$0 $01
LYNDA STEERE Trustee0 $0-$0 $01
2015 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ELWOOD B DAVIS Trustee0 $0-$0 $09
WILLIAM C STEERE Trustee0 $0-$0 $01
LYNDA STEERE Trustee0 $0-$0 $01
2014 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ELWOOD B DAVIS Trustee0 $0-$0 $09
WILLIAM C STEERE Trustee0 $0-$0 $01
LYNDA STEERE Trustee0 $0-$0 $01
2013 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ELWOOD B DAVIS Trustee0 $0-$0 $09
WILLIAM C STEERE Trustee0 $0-$0 $01
LYNDA STEERE Trustee0 $0-$0 $01
2012 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ELWOOD B DAVIS Trustee0 $0-$0 $09
WILLIAM C STEERE Trustee0 $0-$0 $01
LYNDA STEERE Trustee0 $0-$0 $01
2011 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ELWOOD B DAVIS TRUSTEE0 $0-$0 $09
CATHERINE DAVIS TRUSTEE0 $0-$0 $01
2010 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ELWOOD B DAVIS TRUSTEE0 $0-$0 $09
CATHERINE DAVIS TRUSTEE0 $0-$0 $01

Highest-paid independent contractors

2024 · 1 contractor · $70K
NameLocationServicePaid
Northeast Financial Consultants IncWestport, CTInvestment advisory accounting$70,299
2023 · 1 contractor · $202K
NameLocationServicePaid
Northeast Financial Consultants IncWestport, CTInvestment advisory accounting$202,500
2022 · 1 contractor · $202K
NameLocationServicePaid
Northeast Financial Consultants IncWestport, CTInvestment advisory accounting$202,500
2021 · 1 contractor · $221K
NameLocationServicePaid
Northeast Financial Consultants IncWestport, CTInvestment advisory accounting$220,934
2020 · 1 contractor · $188K
NameLocationServicePaid
Northeast Financial Consultants IncWestport, CTInvestment advisory accounting$187,776
2019 · 1 contractor · $196K
NameLocationServicePaid
Northeast Financial Consultants IncWestport, CTInvestment advisory accounting$196,192
2018 · 1 contractor · $220K
NameLocationServicePaid
Northeast Financial Consultants IncWestport, CTInvestment advisory accounting$219,960
2017 · 1 contractor · $209K
NameLocationServicePaid
NORTHEAST FINANCIAL CONSULTANTS INCWestport, CTInvestment advisoryaccounting$209,026
2016 · 1 contractor · $180K
NameLocationServicePaid
NORTHEAST FINANCIAL CONSULTANTS INCWestport, CTInvestment advisoryaccounting$180,149
2015 · 1 contractor · $162K
NameLocationServicePaid
NORTHEAST FINANCIAL CONSULTANTS INCWestport, CTInvestment advisoryaccounting$162,070

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 54 grants to organizations · $961K
2024 · 50 grants to organizations · $1.6M
2023 · 36 grants to organizations · $1.6M · 1 grant to individuals · $5K
2022 · 43 grants to organizations · $1.4M · 1 grant to individuals · $10K
2021 · 43 grants to organizations · $1.7M
2020 · 45 grants to organizations · $2.0M
2019 · 40 grants to organizations · $1.9M
2018 · 41 grants to organizations · $1.9M
2017 · 44 grants to organizations · $1.4M
2016 · 56 grants to organizations · $1.3M
2015 · 45 grants to organizations · $1.4M
2014 · 28 grants to organizations · $1.5M
2013 · 31 grants to organizations · $1.2M
2012 · 51 grants to organizations · $2.6M
2011 · 44 grants to organizations · $1.8M
2010 · 42 grants to organizations · $1.8M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $1.0M
#ContributorTypeCity, stateTotalNoncashSource
1 William C Steere Person Westport, CT $1,018,670$1,018,670 Form 990PF Sch. B, 2024 · filing
2023 · 1 contributor · $1.0M
#ContributorTypeCity, stateTotalNoncashSource
1 William and Lynda Steere Person Bonita Springs, FL $1,000,095$155,465 Form 990PF Sch. B, 2023 · filing
2022 · 1 contributor · $1.0M
#ContributorTypeCity, stateTotalNoncashSource
1 William and Lynda Steere Person Bonita Springs, FL $1,004,770$1,004,770 Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $3.1M
#ContributorTypeCity, stateTotalNoncashSource
1 William C Steere Person Bonita Springs, FL $3,098,710$2,187,399 Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $3.0M
#ContributorTypeCity, stateTotalNoncashSource
1 William C Steere Person Bonita Springs, FL $3,040,870$2,555,980 Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $1.0M
#ContributorTypeCity, stateTotalNoncashSource
1 William Lynda Steere Person Bonita Springs, FL $1,029,425$1,029,425 Form 990PF Sch. B, 2019 · filing
2018 · 2 contributors · $1.1M
#ContributorTypeCity, stateTotalNoncashSource
2 Willaim Lynda Steere Person Bonita Springs, FL $627,982$627,982 Form 990PF Sch. B, 2018 · filing
1 William Lynda Steere Person Bonita Springs, FL $433,293$433,293 Form 990PF Sch. B, 2018 · filing
2017 · 4 contributors · $1.2M
#ContributorTypeCity, stateTotalNoncashSource
2 WILLIAM LYNDA STEERE Person Bonita Springs, FL $996,652$996,652 Form 990PF Sch. B, 2017 · filing
4 WILLIAM LYNDA STEERE Person Bonita Springs, FL $154,819$154,819 Form 990PF Sch. B, 2017 · filing
3 WILLIAM LYNDA STEERE Person Bonita Springs, FL $62,717$62,717 Form 990PF Sch. B, 2017 · filing
1 WILLIAM LYNDA STEERE Person Bonita Springs, FL $26,252$26,253 Form 990PF Sch. B, 2017 · filing
2016 · 5 contributors · $2.6M
#ContributorTypeCity, stateTotalNoncashSource
3 WILLIAM LYNDA STEERE Person Bonita Springs, FL $1,114,338$1,114,338 Form 990PF Sch. B, 2016 · filing
1 WILLIAM LYNDA STEERE Person Bonita Springs, FL $500,000- Form 990PF Sch. B, 2016 · filing
4 WILLIAM LYNDA STEERE Person Bonita Springs, FL $434,049$434,049 Form 990PF Sch. B, 2016 · filing
2 WILLIAM LYNDA STEERE Person Bonita Springs, FL $402,860$402,860 Form 990PF Sch. B, 2016 · filing
5 WILLIAM LYNDA STEERE Person Bonita Springs, FL $156,693$156,693 Form 990PF Sch. B, 2016 · filing
2015 · 2 contributors · $2.5M
#ContributorTypeCity, stateTotalNoncashSource
2 WILLIAM LYNDA STEERE Person Bonita Springs, FL $1,988,591- Form 990PF Sch. B, 2015 · filing
1 WILLIAM LYNDA STEERE Person Bonita Springs, FL $500,000- Form 990PF Sch. B, 2015 · filing
2014 · 2 contributors · $2.7M
#ContributorTypeCity, stateTotalNoncashSource
2 WILLIAM LYNDA STEERE Person Bonita Springs, FL $2,213,030- Form 990PF Sch. B, 2014 · filing
1 WILLIAM LYNDA STEERE Person Bonita Springs, FL $500,000- Form 990PF Sch. B, 2014 · filing
2013 · 2 contributors · $1.5M
#ContributorTypeCity, stateTotalNoncashSource
2 WILLIAM LYNDA STEERE Person $1,048,888$1,048,888 Form 990PF Sch. B, 2013 · filing
1 WILLIAM LYNDA STEERE Person $500,000- Form 990PF Sch. B, 2013 · filing
2012 · 2 contributors · $1.5M
#ContributorTypeCity, stateTotalNoncashSource
2 WILLIAM LYNDA STEERE Person BONITA SPRINGS, FL $1,023,800- Form 990PF Sch. B, 2012 · filing
1 WILLIAM LYNDA STEERE Person BONITA SPRINGS, FL $500,000- Form 990PF Sch. B, 2012 · filing
2011 · 2 contributors · $614K
#ContributorTypeCity, stateTotalNoncashSource
1 WILLIAM AND LYNDA STEERE Person WESTPORT, CT $328,500- Form 990PF Sch. B, 2011 · filing
2 WILLIAM AND LYNDA STEERE Person WESTPORT, CT $285,488- Form 990PF Sch. B, 2011 · filing
2010 · 2 contributors · $1.8M
#ContributorTypeCity, stateTotalNoncashSource
2 WILLIAM AND LYNDA STEERE Person WESTPORT, CT $1,000,000- Form 990PF Sch. B, 2010 · filing
1 WILLIAM AND LYNDA STEERE Person WESTPORT, CT $764,977- Form 990PF Sch. B, 2010 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$491,796$1,006,542 $8,628,582$8,628,582 -- ---
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,774,285$1,628,630 $9,217,951$9,217,951 $202,555- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$1,154,113$1,772,900 $8,969,115$8,969,115 $588,750- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$676,593$1,616,850 $9,589,831$9,589,831 $621,232- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$3,655,721$1,950,486 $10,403,285$10,403,285 $965,294- ---
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$1,472,653$2,189,376 $8,417,933$8,417,933 $1,140,032- ---
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$1,415,035$2,142,821 $6,577,795$6,577,795 $1,029,425- ---
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$1,387,889$2,161,047 $7,730,215$7,730,215 $1,061,275- ---
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$1,594,181$1,646,174 $7,353,926$7,353,926 $1,240,440- ---
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$5,589,724$1,492,816 $6,588,080$6,588,080 $2,607,940- ---
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$2,712,514$1,523,470 $4,022,398$4,022,398 $2,488,551- ---
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$2,998,186$1,634,403 $4,421,798$4,421,798 $2,713,030- ---
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$2,248,824$1,365,655 $4,536,381$4,536,381 $1,548,888- ---
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$1,664,866$2,666,383 $4,302,143$4,302,143 -- ---
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$1,097,795$1,819,213 $5,927,545$5,927,545 -- $0--
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
$2,201,071$1,890,420 $6,648,963$6,648,963 -- $0--

Funders of this organization

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Similar organizations

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Who funds organizations like this

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Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $1,006,542 spent · pay $0 · grants $960,530 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $960,530 95.4%
Fees: other professional $32,512 3.2%
Taxes $11,000 1.1%
Fees: accounting $2,500 0.2%
Total$1,006,542100%

View the filing

2024 · Form 990PF · $1,628,630 spent · pay $0 · grants $1,554,970 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,554,970 95.5%
Fees: other professional $70,299 4.3%
Fees: accounting $2,500 0.2%
Taxes $861 0.1%
Total$1,628,630100%

View the filing

2023 · Form 990PF · $1,772,900 spent · pay $0 · grants $1,570,400 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,570,400 88.6%
Fees: other professional $200,000 11.3%
Fees: accounting $2,500 0.1%
Total$1,772,900100%

View the filing

2022 · Form 990PF · $1,616,850 spent · pay $0 · grants $1,384,350 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,384,350 85.6%
Fees: other professional $200,000 12.4%
Taxes $30,000 1.9%
Fees: accounting $2,500 0.2%
Total$1,616,850100%

View the filing

2021 · Form 990PF · $1,950,486 spent · pay $0 · grants $1,662,690 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,662,690 85.2%
Fees: other professional $218,434 11.2%
Taxes $66,862 3.4%
Fees: accounting $2,500 0.1%
Total$1,950,486100%

View the filing

2020 · Form 990PF · $2,189,376 spent · pay $0 · grants $2,001,600 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,001,600 91.4%
Fees: other professional $185,776 8.5%
Fees: accounting $2,000 0.1%
Total$2,189,376100%

View the filing

2019 · Form 990PF · $2,142,821 spent · pay $0 · grants $1,928,268 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,928,268 90.0%
Fees: other professional $194,192 9.1%
Taxes $18,361 0.9%
Fees: accounting $2,000 0.1%
Total$2,142,821100%

View the filing

2018 · Form 990PF · $2,161,047 spent · pay $0 · grants $1,913,350 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,913,350 88.5%
Fees: other professional $217,460 10.1%
Other expenses $27,342 1.3%
Fees: accounting $2,500 0.1%
Taxes $395 0.0%
Total$2,161,047100%

View the filing

2017 · Form 990PF · $1,646,174 spent · pay $0 · grants $1,375,450 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,375,450 83.6%
Fees: other professional $206,526 12.5%
Other expenses $61,266 3.7%
Fees: accounting $2,500 0.2%
Taxes $432 0.0%
Total$1,646,174100%

View the filing

2016 · Form 990PF · $1,492,816 spent · pay $0 · grants $1,309,420 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,309,420 87.7%
Fees: other professional $177,649 11.9%
Taxes $3,247 0.2%
Fees: accounting $2,500 0.2%
Total$1,492,816100%

View the filing

2015 · Form 990PF · $1,523,470 spent · pay $0 · grants $1,361,400 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,361,400 89.4%
Fees: other professional $159,570 10.5%
Fees: accounting $2,500 0.2%
Total$1,523,470100%

View the filing

2014 · Form 990PF · $1,634,403 spent · pay $0 · grants $1,468,950 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,468,950 89.9%
Fees: other professional $148,743 9.1%
Taxes $16,710 1.0%
Total$1,634,403100%

View the filing

2013 · Form 990PF · $1,365,655 spent · pay $0 · grants $1,240,650 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,240,650 90.8%
Fees: other professional $124,973 9.2%
Other expenses $32 0.0%
Total$1,365,655100%

View the filing

2012 · Form 990PF · $2,666,383 spent · pay $0 · grants $2,577,755 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,577,755 96.7%
Fees: other professional $73,236 2.7%
Taxes $12,693 0.5%
Fees: accounting $2,500 0.1%
Other expenses $199 0.0%
Total$2,666,383100%

View the filing

2011 · Form 990PF · $1,819,213 spent · pay $0 · grants $1,750,580 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,750,580 96.2%
Fees: other professional $56,563 3.1%
Taxes $8,410 0.5%
Fees: accounting $2,525 0.1%
Fees: legal $876 0.0%
Other expenses $259 0.0%
Total$1,819,213100%

View the filing

2010 · Form 990PF · $1,890,420 spent · pay $0 · grants $1,845,450 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,845,450 97.6%
Fees: other professional $42,425 2.2%
Fees: accounting $2,525 0.1%
Other expenses $20 0.0%
Total$1,890,420100%

View the filing