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Nonprofit · EIN 20-3304142

CHASE FAMILY FOUNDATION INC

Tax-exempt · MILWAUKEE, WI 53216

Financials

$372K$370K2023$421K$402K2024$418K$409K2025
Revenue Expenses · by fiscal year end
Financials of CHASE FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$418,214$409,384$8,830$5,900,219$1,837$5,898,382
December 31, 2024990-PF$421,171$402,306$18,865$5,891,389$1,837$5,889,552
December 31, 2023990-PF$372,020$369,669$2,351$5,872,524$1,837$5,870,687
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$209,297
Net gain from sales of assets
$208,819
Other income
$98

Expenses

Grants and similar amounts paid
$340,000
Compensation of officers, directors and key employees
$1,500
Disbursements for charitable purposes
$340,000
Excise tax on investment income
$4,939

Balance sheet and other

Total assets, start of year
$5,891,389
Total assets, end of year
$5,900,219
Total liabilities, end of year
$1,837
Net assets, end of year
$5,898,382
Fair market value of assets
$7,203,356
Qualifying distributions
$340,000
Net investment income
$418,214

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.

NameTitleHours / weekCompensation
SALLY CHASE POLLEY
W173 N5553 RAVENWOOD DRIVE, MENOMONEE FALLS, WI 530517840
DIRECTOR1$500
AMY CHASE HEFTY
113 HILL DRIVE, CASTLE ROCK, CO 80104
DIRECTOR1$500
PEGGY CHASE DRANA
4529 WEST TOWNSEND STREET, MILWAUKEE, WI 53216
DIRECTOR1$500
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
SALLY CHASE POLLEY
W173 N5553 RAVENWOOD DRIVE, MENOMONEE FALLS, WI 530517840
DIRECTOR1$500
AMY CHASE HEFTY
113 HILL DRIVE, CASTLE ROCK, CO 80104
DIRECTOR1$500
PEGGY CHASE DRANA
4529 WEST TOWNSEND STREET, MILWAUKEE, WI 53216
DIRECTOR1$500
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Sally Chase Polley
W173 N5553 Ravenwood Drive, Menomonee Falls, WI 530517840
Director1$500
Amy Chase Hefty
113 Hill Drive, Castle Rock, CO 80104
Director1$500
Peggy Chase Drana
4529 West Townsend Street, Milwaukee, WI 53216
Director1$500

Address and contacts

Address (IRS master file)
4529 W TOWNSEND ST, MILWAUKEE, WI 53216-3336
In care of
% ALLEN H CHASE
Signed the 990-PF
PEGGY CHASE DRANA, DIRECTOR
Phone
(414) 445-4250
Return prepared by
LUCIDA ADVISORS 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-3304142
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
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,900,219
Income (IRS master file)
$1,512,961

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$418,214$409,384$5,900,219IRS
990-PFDecember 2024$421,171$402,306$5,891,389IRS
990-PFDecember 2023$372,020$369,669$5,872,524XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 20-3304142).

Questions about CHASE FAMILY FOUNDATION INC

What is the EIN of CHASE FAMILY FOUNDATION INC?
The employer identification number (EIN) of CHASE FAMILY FOUNDATION INC is 20-3304142.
Is CHASE FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to CHASE FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHASE FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CHASE FAMILY FOUNDATION INC 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 CHASE FAMILY FOUNDATION INC 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 CHASE FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $500 (SALLY CHASE POLLEY, DIRECTOR).
How much revenue does CHASE FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $418,214, expenses of $409,384 and total assets of $5,900,219 at year end.

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