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Nonprofit · EIN 20-4521801

PEGGY AND STEVE FOSSETT FOUNDATION

Tax-exempt · CHICAGO, IL 60605

Financials

$1.2M$1.6M2023$2M$1.8M2024$2.2M$1.8M2025
Revenue Expenses · by fiscal year end
Financials of PEGGY AND STEVE FOSSETT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,183,269$1,844,731$338,538$21,704,236$0$21,704,236
December 31, 2024990-PF$1,993,945$1,772,406$221,539$21,365,698$0$21,365,698
December 31, 2023990-PF$1,242,748$1,596,902-$354,154$21,144,159$0$21,144,159
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$397,568
Interest
$278,297
Net gain from sales of assets
$1,507,404

Expenses

Grants and similar amounts paid
$1,449,400
Compensation of officers, directors and key employees
$162,000
Disbursements for charitable purposes
$1,449,400
Excise tax on investment income
$26,751

Balance sheet and other

Total assets, start of year
$21,365,698
Total assets, end of year
$21,704,236
Total liabilities, end of year
$0
Net assets, end of year
$21,704,236
Fair market value of assets
$29,874,500
Qualifying distributions
$1,449,400
Net investment income
$2,183,269

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
DAVID MAIER
14801 FOUNDERS CROSSING, HOMER GLEN, IL 60491
PRESIDENT/SECRETARY/TREASU40$162,000
ABRAHAM J STERN
191 N WACKER DRIVE SUITE 1800, CHICAGO, IL 60606
CHAIRMAN/DIRECTOR1$0
STEVEN BLONDER
191 N WACKER DRIVE SUITE 1800, CHICAGO, IL 60606
DIRECTOR1$0
ROXANNE SULLIVAN
141 W JACKSON BLVD SUITE 1310, CHICAGO, IL 60604
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
DAVID MAIER
14801 FOUNDERS CROSSING, HOMER GLEN, IL 60491
PRESIDENT/SECRETARY/TREASU40$154,000
ABRAHAM J STERN
191 N WACKER DRIVE SUITE 1800, CHICAGO, IL 60606
CHAIRMAN/DIRECTOR1$0
STEVEN BLONDER
191 N WACKER DRIVE SUITE 1800, CHICAGO, IL 60606
DIRECTOR1$0
ROXANNE SULLIVAN
141 W JACKSON BLVD SUITE 1310, CHICAGO, IL 60604
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
DAVID MAIER
14801 FOUNDERS CROSSING, HOMER GLEN, IL 60491
PRESIDENT/SECRETARY/TREASU40$151,938
ABRAHAM J STERN
191 N WACKER DRIVE SUITE 1800, CHICAGO, IL 60606
CHAIRMAN/DIRECTOR1$0
STEVEN BLONDER
191 N WACKER DRIVE SUITE 1800, CHICAGO, IL 60606
DIRECTOR1$0
ROXANNE SULLIVAN
141 W JACKSON BLVD SUITE 1310, CHICAGO, IL 60604
DIRECTOR1$0

Address and contacts

Address (IRS master file)
401 S LA SALLE ST STE 200, CHICAGO, IL 60605-2999
In care of
% PEGG
Signed the 990-PF
DAVID MAIER, PRESIDENT
Phone
(708) 966-0983
Return prepared by
JOHN K FLAHERTY & ASSOCIATES LTD

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
20-4521801
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$21,704,236
Income (IRS master file)
$7,057,169

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,183,269$1,844,731$21,704,236IRS
990-PFDecember 2024$1,993,945$1,772,406$21,365,698XML
990-PFDecember 2023$1,242,748$1,596,902$21,144,159XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 20-4521801).

Questions about PEGGY AND STEVE FOSSETT FOUNDATION

What is the EIN of PEGGY AND STEVE FOSSETT FOUNDATION?
The employer identification number (EIN) of PEGGY AND STEVE FOSSETT FOUNDATION is 20-4521801.
Is PEGGY AND STEVE FOSSETT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to PEGGY AND STEVE FOSSETT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does PEGGY AND STEVE FOSSETT FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PEGGY AND STEVE FOSSETT 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 PEGGY AND STEVE FOSSETT 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 PEGGY AND STEVE FOSSETT FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $162,000 (DAVID MAIER, PRESIDENT/SECRETARY/TREASU).
How much revenue does PEGGY AND STEVE FOSSETT FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,183,269, expenses of $1,844,731 and total assets of $21,704,236 at year end.

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