Nonprofit · EIN 20-2928424
BARBARA ANN STEEL CHARITABLE FOUNDATION
Tax-exempt · DEERFIELD, IL 60015
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,152,589 | $657,700 | $494,889 | $2,503,020 | $0 | $2,503,020 |
| December 31, 2024 | 990-PF | $1,174,055 | $598,912 | $575,143 | $2,324,261 | $42 | $2,324,219 |
| December 31, 2023 | 990-PF | $669,739 | $649,197 | $20,542 | $2,067,566 | $84 | $2,067,482 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $398,900
- Dividends
- $84,666
- Net gain from sales of assets
- $669,023
Expenses
- Grants and similar amounts paid
- $249,001
- Compensation of officers, directors and key employees
- $300,000
- Disbursements for charitable purposes
- $438,492
- Excise tax on investment income
- $7,429
Balance sheet and other
- Total assets, start of year
- $2,324,261
- Total assets, end of year
- $2,503,020
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,503,020
- Fair market value of assets
- $11,160,449
- Qualifying distributions
- $438,492
- Net investment income
- $753,689
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 |
|---|---|---|---|
| ZACHARY P HAFNER 690 LYNWOOD DR, ENCINITAS, CA 92024 | VICE PRESIDENT | 40 | $300,000 |
| JOEL M FRIEDMAN 1717 DEERFIELD RD STE 300S, DEERFIELD, IL 60015 | PRESIDENT, SECRETARY, TREASURER | 0 | $0 |
| KENNETH A GOLDSTEIN 500 W MADISON SUITE 3700, CHICAGO, IL 60661 | ASS'T SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ZACHARY P HAFNER 690 LYNWOOD DR, ENCINITAS, CA 92024 | VICE PRESIDENT | 40 | $300,000 |
| JOEL M FRIEDMAN 1717 DEERFIELD RD STE 300S, DEERFIELD, IL 60015 | PRESIDENT, SECRETARY, TREASURER | 0 | $0 |
| KENNETH A GOLDSTEIN 500 W MADISON SUITE 3700, CHICAGO, IL 60661 | ASS'T SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ZACHARY P HAFNER 690 LYNWOOD DR, ENCINITAS, CA 92024 | VICE PRESIDENT | 40 | $300,000 |
| JOEL M FRIEDMAN 1717 DEERFIELD RD STE 300S, DEERFIELD, IL 60015 | PRESIDENT, SECRETARY, TREASURER | 0 | $0 |
| KENNETH A GOLDSTEIN 500 W MADISON SUITE 3700, CHICAGO, IL 60661 | ASS'T SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1717 DEERFIELD RD STE 300, DEERFIELD, IL 60015-3900
- In care of
- % JOEL FRIEDMAN
- Signed the 990-PF
- JOEL M FRIEDMAN, PRESIDENT
- Phone
- (847) 374-3345
- Return prepared by
- WARADY & DAVIS LLP
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
- 20-2928424
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,503,020
- Income (IRS master file)
- $1,968,563
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,152,589 | $657,700 | $2,503,020 | IRS |
| 990-PF | December 2024 | $1,174,055 | $598,912 | $2,324,261 | XML |
| 990-PF | December 2023 | $669,739 | $649,197 | $2,067,566 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 20-2928424).
Questions about BARBARA ANN STEEL CHARITABLE FOUNDATION
- What is the EIN of BARBARA ANN STEEL CHARITABLE FOUNDATION?
- The employer identification number (EIN) of BARBARA ANN STEEL CHARITABLE FOUNDATION is 20-2928424.
- Is BARBARA ANN STEEL CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to BARBARA ANN STEEL CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARBARA ANN STEEL CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARBARA ANN STEEL CHARITABLE 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 BARBARA ANN STEEL CHARITABLE 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 BARBARA ANN STEEL CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $300,000 (ZACHARY P HAFNER, VICE PRESIDENT).
- How much revenue does BARBARA ANN STEEL CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,152,589, expenses of $657,700 and total assets of $2,503,020 at year end.
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