Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 52-1708205

WILLIAM J AND SALLY R SIEGEL FOUNDATION LTD

Tax-exempt · ROCKVILLE, MD 20853

Financials

$288K$99K2023$208K$111K2024$171K$105K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM J AND SALLY R SIEGEL FOUNDATION LTD by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$171,204$105,187$66,017$2,390,381$0$2,390,381
December 31, 2024990-PF$207,754$110,971$96,783$2,178,528$0$2,178,528
December 31, 2023990-PF$288,261$98,999$189,262$1,913,181$0$1,913,181
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$37,783
Net gain from sales of assets
$133,935
Other income
-$514

Expenses

Grants and similar amounts paid
$99,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$101,739
Excise tax on investment income
$2,346

Balance sheet and other

Total assets, start of year
$2,178,528
Total assets, end of year
$2,390,381
Total liabilities, end of year
$0
Net assets, end of year
$2,390,381
Fair market value of assets
$2,390,381
Qualifying distributions
$101,739
Net investment income
$170,503

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
SALLY R SIEGEL
14209 WOODCREST DRIVE, ROCKVILLE, MD 208532332
PRESIDENT0$0
ERIC S SIEGEL
14209 WOODCREST DRIVE, ROCKVILLE, MD 208532332
VICE PRESIDENT0$0
JEFFREY E SABOT
6116 EXECUTIVE BVD SUITE 600, ROCKVILLE, MD 20852
TREASURER0$0
JULIETA R SIEGEL
14209 WOODCREST DRIVE, ROCKVILLE, MD 208532332
SECRETARY0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
SALLY R SIEGEL
14209 WOODCREST DRIVE, ROCKVILLE, MD 208532332
PRESIDENT0$0
ERIC S SIEGEL
14209 WOODCREST DRIVE, ROCKVILLE, MD 208532332
VICE PRESIDENT0$0
JEFFREY E SABOT
6116 EXECUTIVE BVD SUITE 600, ROCKVILLE, MD 20852
TREASURER0$0
JULIETA R SIEGEL
14209 WOODCREST DRIVE, ROCKVILLE, MD 208532332
SECRETARY0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
SALLY R SIEGEL
14209 WOODCREST DRIVE, ROCKVILLE, MD 208532332
PRESIDENT0$0
ERIC S SIEGEL
14209 WOODCREST DRIVE, ROCKVILLE, MD 208532332
VICE PRESIDENT0$0
JEFFREY E SABOT
6116 EXECUTIVE BVD SUITE 600, ROCKVILLE, MD 20852
TREASURER0$0
JULIETA R SIEGEL
14209 WOODCREST DRIVE, ROCKVILLE, MD 208532332
SECRETARY0$0

Address and contacts

Address (IRS master file)
14936 WATERWAY DR, ROCKVILLE, MD 20853-3640
In care of
% WILLIAM J SIEGAL PRES
Signed the 990-PF
ERIC S SIEGEL, VICE-PRESIDENT
Phone
(240) 481-7217
Return prepared by
CHERRY BEKAERT ADVISORY 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 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
52-1708205
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
1991
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,390,381
Income (IRS master file)
$1,371,176

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$171,204$105,187$2,390,381XML
990-PFDecember 2024$207,754$110,971$2,178,528XML
990-PFDecember 2023$288,261$98,999$1,913,181XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 52-1708205).

Questions about WILLIAM J AND SALLY R SIEGEL FOUNDATION LTD

What is the EIN of WILLIAM J AND SALLY R SIEGEL FOUNDATION LTD?
The employer identification number (EIN) of WILLIAM J AND SALLY R SIEGEL FOUNDATION LTD is 52-1708205.
Is WILLIAM J AND SALLY R SIEGEL FOUNDATION LTD tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to WILLIAM J AND SALLY R SIEGEL FOUNDATION LTD tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM J AND SALLY R SIEGEL FOUNDATION LTD file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM J AND SALLY R SIEGEL FOUNDATION LTD 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 WILLIAM J AND SALLY R SIEGEL FOUNDATION LTD 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 WILLIAM J AND SALLY R SIEGEL FOUNDATION LTD?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does WILLIAM J AND SALLY R SIEGEL FOUNDATION LTD have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $171,204, expenses of $105,187 and total assets of $2,390,381 at year end.

Other nonprofits in ROCKVILLE

All nonprofits in ROCKVILLE · Maryland