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Nonprofit · EIN 83-1261784

PEGGY AND ROBERT MATTHEWS FOUNDATION

Tax-exempt · SAN DIEGO, CA 92116

Financials

$162K$398K2023$462K$482K2024
Revenue Expenses · by fiscal year end
Financials of PEGGY AND ROBERT MATTHEWS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$461,961$482,347-$20,386$4,046,367$0$4,046,367
December 31, 2023990-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.

NameTitleHours / weekCompensation
DIANE STOCKER
8095 EL EXTENSO CT, SAN DIEGO, CA 92119
PRESIDENT, DIRECTOR, SECRETARY25$102,000
SANDRA MAAS
13143 SEAGROVE ST, SAN DIEGO, CA 92130
DIRECTOR0.1$0
ANTHONY MAUS
27091 CALLE DEL CID, MISSION VIEJO, CA 92691
TREASURER, DIRECTOR0.1$0
ELAINE HALL
533 ALDWYCH RD, EL CAJON, CA 92020
DIRECTOR0.1$0
STEVE PITCHKOLAN
1620 THOMAS AVE UNIT A, SAN DIEGO, CA 92109
DIRECTOR0.1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
DIANE STOCKER
8095 EL EXTENSO CT, SAN DIEGO, CA 92119
PRESIDENT, DIRECTOR, SECRETARY25$102,000
SANDRA MAAS
13143 SEAGROVE ST, SAN DIEGO, CA 92130
DIRECTOR0.1$0
ANTHONY MAUS
27091 CALLE DEL CID, MISSION VIEJO, CA 92691
TREASURER, DIRECTOR0.1$0
ELAINE HALL
533 ALDWYCH RD, EL CAJON, CA 92020
DIRECTOR0.1$0
STEVE PITCHKOLAN
1620 THOMAS AVE UNIT A, SAN DIEGO, CA 92109
DIRECTOR0.1$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
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)

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-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
Assets (IRS master file)
$4,046,367
Income (IRS master file)
$3,720,937

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$461,961$482,347$4,046,367XML
990-PFDecember 2023$162,346$398,205$4,066,753XML
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 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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