Nonprofit · EIN 38-2638868
JOHN AND MARGARET SAGAN FOUNDATION
Tax-exempt · EVANSTON, IL 60201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $517,425 | $181,770 | $335,655 | $1,633,211 | $0 | $1,633,211 |
| December 31, 2024 | 990-PF | $61,397 | $176,515 | -$115,118 | $1,298,936 | $0 | $1,298,936 |
| December 31, 2023 | 990-PF | $60,980 | $163,663 | -$102,683 | $1,415,241 | $0 | $1,415,241 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $80,819
- Net gain from sales of assets
- $436,606
Expenses
- Grants and similar amounts paid
- $156,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $158,558
- Excise tax on investment income
- $6,867
Balance sheet and other
- Total assets, start of year
- $1,298,936
- Total assets, end of year
- $1,633,211
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,633,211
- Fair market value of assets
- $4,150,711
- Qualifying distributions
- $158,558
- Net investment income
- $516,045
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 |
|---|---|---|---|
| JOHN R SAGAN 1314 FOREST AVENUE, EVANSTON, IL 60201 | PRESIDENT, SEC, TREASURER | 0.1 | $0 |
| SCOTT D SAGAN 470 COLERIDGE, PALO ALTO, CA 94301 | VICE PRESIDENT | 0.1 | $0 |
| LINDA SAGAN HARRIER 2705 HARTZELL, EVANSTON, IL 60201 | VICE PRESIDENT | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN R SAGAN 1314 FOREST AVENUE, EVANSTON, IL 60201 | PRESIDENT, SEC, TREASURER | 0.1 | $0 |
| SCOTT D SAGAN 470 COLERIDGE, PALO ALTO, CA 94301 | VICE PRESIDENT | 0.1 | $0 |
| LINDA SAGAN HARRIER 2705 HARTZELL, EVANSTON, IL 60201 | VICE PRESIDENT | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN R SAGAN 1314 FOREST AVENUE, EVANSTON, IL 60201 | PRESIDENT, SEC, TREASURER | 0.1 | $0 |
| SCOTT D SAGAN 470 COLERIDGE, PALO ALTO, CA 94301 | VICE PRESIDENT | 0.1 | $0 |
| LINDA SAGAN HARRIER 2705 HARTZELL, EVANSTON, IL 60201 | VICE PRESIDENT | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 1314 FOREST AVE, EVANSTON, IL 60201-4708
- In care of
- % JOHN R SAGAN
- Signed the 990-PF
- JOHN SAGAN, PRESIDENT
- Phone
- (312) 701-7123
- Return prepared by
- PWC US TAX 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
- 38-2638868
- 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
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,633,211
- Income (IRS master file)
- $1,234,111
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $517,425 | $181,770 | $1,633,211 | XML |
| 990-PF | December 2024 | $61,397 | $176,515 | $1,298,936 | XML |
| 990-PF | December 2023 | $60,980 | $163,663 | $1,415,241 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 38-2638868).
Questions about JOHN AND MARGARET SAGAN FOUNDATION
- What is the EIN of JOHN AND MARGARET SAGAN FOUNDATION?
- The employer identification number (EIN) of JOHN AND MARGARET SAGAN FOUNDATION is 38-2638868.
- Is JOHN AND MARGARET SAGAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to JOHN AND MARGARET SAGAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN AND MARGARET SAGAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN AND MARGARET SAGAN 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 JOHN AND MARGARET SAGAN 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 JOHN AND MARGARET SAGAN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOHN AND MARGARET SAGAN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $517,425, expenses of $181,770 and total assets of $1,633,211 at year end.
Other nonprofits in EVANSTON
- NORTHWESTERN UNIVERSITY EIN 36-2167817 · last filed 990 for 2025
- THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL EIN 36-3245072 · last filed 990-N for 2024
- ROTARY INTERNATIONAL EIN 36-1707667 · last filed 990 for 2025
- ULSE INC EIN 30-1211139 · last filed 990 for 2024
- MATHER INVESTMENTS NFP EIN 36-4266878 · last filed 990 for 2024
- MATHER FOUNDATION EIN 20-1030638 · last filed 990 for 2024
- WESTMINSTER PLACE EIN 36-2167832 · last filed 990 for 2025
- NATIONAL MERIT SCHOLARSHIP CORPORATION EIN 36-2307745 · last filed 990 for 2025