Nonprofit · EIN 05-0544553
NACHTSHEIM FAMILY FOUNDATION
Tax-exempt · ATHERTON, CA 94027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $138,127 | $33,903 | $104,224 | $484,275 | $0 | $484,275 |
| November 30, 2024 | 990-PF | $9,886 | $76,294 | -$66,408 | $376,356 | $0 | $376,356 |
| November 30, 2023 | 990-PF | $14,155 | $40,320 | -$26,165 | $442,764 | $0 | $442,764 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $18,433
- Interest
- $24
- Net gain from sales of assets
- $119,670
Expenses
- Grants and similar amounts paid
- $31,144
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $33,903
- Excise tax on investment income
- $1,920
Balance sheet and other
- Total assets, start of year
- $376,356
- Total assets, end of year
- $484,275
- Total liabilities, end of year
- $0
- Net assets, end of year
- $484,275
- Fair market value of assets
- $1,098,815
- Qualifying distributions
- $33,903
- Net investment income
- $138,127
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMI NACHTSHEIM 420 WALSH RD, ATHERTON, CA 94027 | PRESIDENT | 1 | $0 |
| STEPHEN NACHTSHEIM 420 WALSH RD, ATHERTON, CA 94027 | CFO | 1 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMI NACHTSHEIM 420 WALSH RD, ATHERTON, CA 94027 | PRESIDENT | 1 | $0 |
| STEPHEN NACHTSHEIM 420 WALSH RD, ATHERTON, CA 94027 | CFO | 1 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMI NACHTSHEIM 420 WALSH RD, ATHERTON, CA 94027 | PRESIDENT | 1 | $0 |
| STEPHEN NACHTSHEIM 420 WALSH RD, ATHERTON, CA 94027 | CFO | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 420 WALSH RD, ATHERTON, CA 94027-6439
- In care of
- % C/O THE AYCO COMPANY LP - NT
- Signed the 990-PF
- JAMI NACHTSHEIM, PRESIDENT
- Phone
- (650) 464-4534
- Return prepared by
- CREATIVE PLANNING TAX LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 05-0544553 or by the name NACHTSHEIM 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 05-0544553
- 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
- 2003
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $484,275
- Income (IRS master file)
- $306,828
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $138,127 | $33,903 | $484,275 | XML |
| 990-PF | November 2024 | $9,886 | $76,294 | $376,356 | IRS |
| 990-PF | November 2023 | $14,155 | $40,320 | $442,764 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 05-0544553).
Questions about NACHTSHEIM FAMILY FOUNDATION
- What is the EIN of NACHTSHEIM FAMILY FOUNDATION?
- The employer identification number (EIN) of NACHTSHEIM FAMILY FOUNDATION is 05-0544553.
- Is NACHTSHEIM FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to NACHTSHEIM FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NACHTSHEIM FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NACHTSHEIM FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NACHTSHEIM FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of NACHTSHEIM FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does NACHTSHEIM FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $138,127, expenses of $33,903 and total assets of $484,275 at year end.
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All nonprofits in ATHERTON · California · Philanthropy, voluntarism and grantmaking foundations