Nonprofit · EIN 36-7386744
FRANCES E STREIT FOUNDATION
Also known as PEGGY A WAGENER TTEE
Tax-exempt · THE VILLAGES, FL 34762
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $96,212 | $126,968 | -$30,756 | $2,020,784 | $0 | $2,020,784 |
| December 31, 2024 | 990-PF | $167,622 | $147,319 | $20,303 | $2,049,364 | $0 | $2,049,364 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $63,987
- Interest
- $1,927
- Net gain from sales of assets
- $30,298
Expenses
- Grants and similar amounts paid
- $87,100
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $89,169
- Excise tax on investment income
- $1,261
Balance sheet and other
- Total assets, start of year
- $2,049,364
- Total assets, end of year
- $2,020,784
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,020,784
- Fair market value of assets
- $2,427,991
- Qualifying distributions
- $89,169
- Net investment income
- $96,212
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 |
|---|---|---|---|
| PEGGY WAGENER 6746 ROBINETTE RUN, THE VILLAGES, FL 34762 | TRUSTEE | 8 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY WAGENER 3753 COYNE LOOP, THE VILLAGES, FL 32163 | TRUSTEE | 8 | $0 |
Address and contacts
- Address (IRS master file)
- 6746 ROBINETTE RUN, THE VILLAGES, FL 34762-0389
- In care of
- % PEGGY WAGENER TRUSTEE
- Signed the 990-PF
- PEGGY WAGENER, TRUSTEE
- Phone
- (847) 951-7150
- Return prepared by
- WINTERS & COMPANY 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
- 36-7386744
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,020,784
- Income (IRS master file)
- $915,830
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $403,894 | $114,525 | $2,029,296 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about FRANCES E STREIT FOUNDATION
- What is the EIN of FRANCES E STREIT FOUNDATION?
- The employer identification number (EIN) of FRANCES E STREIT FOUNDATION is 36-7386744.
- Is FRANCES E STREIT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to FRANCES E STREIT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRANCES E STREIT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRANCES E STREIT 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 FRANCES E STREIT 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 FRANCES E STREIT FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does FRANCES E STREIT FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $96,212, expenses of $126,968 and total assets of $2,020,784 at year end.
Other nonprofits in THE VILLAGES
- FRIENDS OF SOZO KIDS EIN 85-0552306 · last filed 990 for 2025
- ALTRUSA DISTRICT THREE FOUNDATION INC EIN 45-3933802 · last filed 990-EZ for 2026
- UNITED NEIGHBORHOODS ALLIANCE INC EIN 88-2975853 · last filed 990-EZ for 2025
- GFWC WOMANS CLUB OF THE VILLAGES INC EIN 88-2942792 · last filed 990-N for 2025
- HOMETOWN CHARITIES INC EIN 32-0776570 · last filed 990-N for 2024
- CIVITAN INTERNATIONAL EIN 47-2798136 · last filed 990-N for 2024
- SERTOMA INC EIN 59-3693950 · last filed 990-N for 2024
- FLORIDA HELPS FOUNDATION INC EIN 45-2651770 · last filed 990-N for 2024
All nonprofits in THE VILLAGES · Florida · Philanthropy, voluntarism and grantmaking foundations