Nonprofit · EIN 83-1261784
PEGGY AND ROBERT MATTHEWS FOUNDATION
Tax-exempt · SAN DIEGO, CA 92116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $461,961 | $482,347 | -$20,386 | $4,046,367 | $0 | $4,046,367 |
| December 31, 2023 | 990-PF | $162,346 | $398,205 | -$235,859 | $4,066,753 | $0 | $4,066,753 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $137,137
- Net gain from sales of assets
- $324,824
Expenses
- Grants and similar amounts paid
- $315,000
- Compensation of officers, directors and key employees
- $102,000
- Disbursements for charitable purposes
- $376,448
- Excise tax on investment income
- $4,945
Balance sheet and other
- Total assets, start of year
- $4,066,753
- Total assets, end of year
- $4,046,367
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,046,367
- Fair market value of assets
- $5,325,469
- Qualifying distributions
- $376,448
- Net investment income
- $461,659
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 |
|---|---|---|---|
| DIANE STOCKER 8095 EL EXTENSO CT, SAN DIEGO, CA 92119 | PRESIDENT, DIRECTOR, SECRETARY | 25 | $102,000 |
| SANDRA MAAS 13143 SEAGROVE ST, SAN DIEGO, CA 92130 | DIRECTOR | 0.1 | $0 |
| ANTHONY MAUS 27091 CALLE DEL CID, MISSION VIEJO, CA 92691 | TREASURER, DIRECTOR | 0.1 | $0 |
| ELAINE HALL 533 ALDWYCH RD, EL CAJON, CA 92020 | DIRECTOR | 0.1 | $0 |
| STEVE PITCHKOLAN 1620 THOMAS AVE UNIT A, SAN DIEGO, CA 92109 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANE STOCKER 8095 EL EXTENSO CT, SAN DIEGO, CA 92119 | PRESIDENT, DIRECTOR, SECRETARY | 25 | $102,000 |
| SANDRA MAAS 13143 SEAGROVE ST, SAN DIEGO, CA 92130 | DIRECTOR | 0.1 | $0 |
| ANTHONY MAUS 27091 CALLE DEL CID, MISSION VIEJO, CA 92691 | TREASURER, DIRECTOR | 0.1 | $0 |
| ELAINE HALL 533 ALDWYCH RD, EL CAJON, CA 92020 | DIRECTOR | 0.1 | $0 |
| STEVE PITCHKOLAN 1620 THOMAS AVE UNIT A, SAN DIEGO, CA 92109 | DIRECTOR | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 4742 BIONA DR, SAN DIEGO, CA 92116-2530
- Signed the 990-PF
- DIANE STOCKER, PRESIDENT
- Phone
- (619) 865-8311
- Website
- WWW.MATTHEWSFOUNDATIONSD.ORG
- Return prepared by
- EISNER ADVISORY GROUP LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 83-1261784 or by the name PEGGY AND ROBERT MATTHEWS 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
- 83-1261784
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $4,046,367
- Income (IRS master file)
- $3,720,937
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $461,961 | $482,347 | $4,046,367 | XML |
| 990-PF | December 2023 | $162,346 | $398,205 | $4,066,753 | 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 83-1261784).
Questions about PEGGY AND ROBERT MATTHEWS FOUNDATION
- What is the EIN of PEGGY AND ROBERT MATTHEWS FOUNDATION?
- The employer identification number (EIN) of PEGGY AND ROBERT MATTHEWS FOUNDATION is 83-1261784.
- Is PEGGY AND ROBERT MATTHEWS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to PEGGY AND ROBERT MATTHEWS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does PEGGY AND ROBERT MATTHEWS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PEGGY AND ROBERT MATTHEWS 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 PEGGY AND ROBERT MATTHEWS 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 PEGGY AND ROBERT MATTHEWS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $102,000 (DIANE STOCKER, PRESIDENT, DIRECTOR, SECRETARY).
- How much revenue does PEGGY AND ROBERT MATTHEWS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $461,961, expenses of $482,347 and total assets of $4,046,367 at year end.
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