Nonprofit · EIN 81-3858630
FRED AND PEGGY HARTLEY FAMILY FOUNDATION
Tax-exempt · PLS VRDS PNSL, CA 90274
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $234,771 | $535,420 | -$300,649 | $5,260,726 | $0 | $5,260,726 |
| December 31, 2023 | 990-PF | $366,641 | $448,047 | -$81,406 | $5,718,594 | $0 | $5,718,594 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $254,034
- Net gain from sales of assets
- -$19,263
Expenses
- Grants and similar amounts paid
- $526,760
- Disbursements for charitable purposes
- $526,760
- Excise tax on investment income
- $3,535
Balance sheet and other
- Total assets, start of year
- $5,718,594
- Total assets, end of year
- $5,260,726
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,260,726
- Fair market value of assets
- $10,171,950
- Qualifying distributions
- $526,760
- Net investment income
- $254,304
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET A GRUEN PO BOX 4439, PV PENINSULA, CA 90274 | CHAIRMAN | 0 | $0 |
| DANIEL F GRUEN PO BOX 4439, PV PENINSULA, CA 90274 | CFO | 0 | $0 |
| MITCHELL H GRUEN PO BOX 4439, PV PENINSULA, CA 90274 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGARET A GRUEN PO BOX 4439, PV PENINSULA, CA 90274 | CHAIRMAN | 0 | $0 |
| DANIEL F GRUEN PO BOX 4439, Palos Verdes Estates, CA 90274 | CFO | 0 | $0 |
| MITCHELL H GRUEN PO BOX 4439, Palos Verdes Estates, CA 90274 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3474, PLS VRDS PNSL, CA 90274-9474
- Signed the 990-PF
- DANIEL GRUEN, CFO
- Phone
- (310) 373-3892
- Return prepared by
- HRB TAX GROUP INC
California records
California keeps its own records of charities and corporations. Search them by EIN 81-3858630 or by the name FRED AND PEGGY HARTLEY FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | Not 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
- 81-3858630
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,260,726
- Income (IRS master file)
- $972,902
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $234,771 | $535,420 | $5,260,726 | XML |
| 990-PF | December 2023 | $366,641 | $448,047 | $5,718,594 | 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 81-3858630).
Questions about FRED AND PEGGY HARTLEY FAMILY FOUNDATION
- What is the EIN of FRED AND PEGGY HARTLEY FAMILY FOUNDATION?
- The employer identification number (EIN) of FRED AND PEGGY HARTLEY FAMILY FOUNDATION is 81-3858630.
- Is FRED AND PEGGY HARTLEY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to FRED AND PEGGY HARTLEY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRED AND PEGGY HARTLEY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRED AND PEGGY HARTLEY FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRED AND PEGGY HARTLEY FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of FRED AND PEGGY HARTLEY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does FRED AND PEGGY HARTLEY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $234,771, expenses of $535,420 and total assets of $5,260,726 at year end.
Other nonprofits in PLS VRDS PNSL
- DE MIRANDA FOUNDATION INC EIN 95-4855401 · last filed 990-PF for 2026
- SURENDRA AND KALA JAIN FOUNDATION EIN 46-5248312 · last filed 990-PF for 2024
- CHARLES & KATHLEEN PARKS CHARITABLE FOUNDATION EIN 82-3835642 · last filed 990-PF for 2024
- ROESSLER-CHADWICK FOUNDATION EIN 95-0615438 · last filed 990 for 2025
- FLEMING & BARNES EIN 95-4824615 · last filed 990 for 2024
- ROESSLER-CHADWICK FOUNDATION GROUP EIN 47-1272243 · last filed 990 for 2025
- SOUTH COAST BOTANIC GARDEN FOUNDATION INC EIN 95-6062220 · last filed 990 for 2025
- WEXFORD INC EIN 33-0725616 · last filed 990 for 2024
All nonprofits in PLS VRDS PNSL · California · Philanthropy, voluntarism and grantmaking foundations