Nonprofit · EIN 27-2820688
PEGGY ANN FAMILY FOUNDATION INC
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $39,052 | $41,426 | -$2,374 | $289,940 | $0 | $289,940 |
| June 30, 2024 | 990-PF | $51,656 | $81,093 | -$29,437 | $266,245 | $0 | $266,245 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $33,422
- Dividends
- $2,920
- Interest
- $81
- Net gain from sales of assets
- $2,629
Expenses
- Grants and similar amounts paid
- $24,341
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $25,466
Balance sheet and other
- Total assets, start of year
- $266,245
- Total assets, end of year
- $289,940
- Total liabilities, end of year
- $0
- Net assets, end of year
- $289,940
- Fair market value of assets
- $289,940
- Qualifying distributions
- $25,466
- Net investment income
- $5,630
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY ANN C/O 923 E KILBOURN AVE NO 3000, MILWAUKEE, WI 53202 | PRESIDENT | 0.25 | $0 |
| WILLIAM KOMISAR C/O 923 E KILBOURN AVE NO 3000, MILWAUKEE, WI 53202 | DIRECTOR | 0.25 | $0 |
| JUSTIN VANNIEUWENHOVEN C/O 923 E KILBOURN AVE NO 3000, MILWAUKEE, WI 53202 | DIRECTOR (PART-YEAR) | 0.25 | $0 |
| MICHAEL JOHNSTON C/O 923 E KILBOURN AVE NO 3000, MILWAUKEE, WI 53202 | DIRECTOR (PART-YEAR) | 0.25 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM KOMISAR C/O 923 E KILBOURN AVE NO 3000, MILWAUKEE, WI 53202 | DIRECTOR | 0.25 | $2,000 |
| PEGGY ANN C/O 923 E KILBOURN AVE NO 3000, MILWAUKEE, WI 53202 | PRESIDENT | 0.25 | $0 |
| JUSTIN VANNIEUWENHOVEN C/O 923 E KILBOURN AVE NO 3000, MILWAUKEE, WI 53202 | DIRECTOR | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 923 E KILBOURN AVE 3000, MILWAUKEE, WI 53202-3493
- In care of
- % QUARLES & BRADY LLP
- Signed the 990-PF
- WILLIAM KOMISAR, TREASURER
- Phone
- (414) 429-7300
- Return prepared by
- CLIFTONLARSONALLEN 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-2820688
- 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
- 2010
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $289,940
- Income (IRS master file)
- $39,052
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $39,052 | $41,426 | $289,940 | XML |
| 990-PF | June 2024 | $51,656 | $81,093 | $266,245 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 27-2820688).
Questions about PEGGY ANN FAMILY FOUNDATION INC
- What is the EIN of PEGGY ANN FAMILY FOUNDATION INC?
- The employer identification number (EIN) of PEGGY ANN FAMILY FOUNDATION INC is 27-2820688.
- Is PEGGY ANN FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to PEGGY ANN FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PEGGY ANN FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PEGGY ANN FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PEGGY ANN FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of PEGGY ANN FAMILY FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does PEGGY ANN FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $39,052, expenses of $41,426 and total assets of $289,940 at year end.
Other nonprofits in MILWAUKEE
- GREATER MILWAUKEE FOUNDATION INC EIN 39-6036407 · last filed 990 for 2024
- BRADLEY IMPACT FUND INC EIN 45-4678325 · last filed 990 for 2024
- ALFRED AND ISABEL BADER 2014 CHARITABLE TRUST EIN 47-1295073 · last filed 990-PF for 2025
- ISABEL BADER 2021 CHARITABLE TR EIN 88-6725502 · last filed 990-PF for 2024
- LYNDE AND HARRY BRADLEY FOUNDATION INC EIN 39-6037928 · last filed 990-PF for 2024
- U S BANCORP FOUNDATION EIN 41-1359579 · last filed 990-PF for 2024
- UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC EIN 39-0806190 · last filed 990 for 2025
- RDK FOUNDATION EIN 39-1524311 · last filed 990-PF for 2025
All nonprofits in MILWAUKEE · Wisconsin · Philanthropy, voluntarism and grantmaking foundations