Nonprofit · EIN 20-6371108
WILLIAM S AND NANCY E THOMPSON FOUNDATION
Tax-exempt · IRVINE, CA 92617
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $7,753,615 | $636,827 | $7,116,788 | $79,098,128 | $6,801,443 | $72,296,685 |
| December 31, 2023 | 990-PF | $5,001,453 | $20,890,979 | -$15,889,526 | $74,154,248 | $18,773,642 | $55,380,606 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,000,422
- Dividends
- $1,710,577
- Net gain from sales of assets
- $3,438,724
- Other income
- $603,892
Expenses
- Grants and similar amounts paid
- -$439,759
- Compensation of officers, directors and key employees
- $256,674
- Salaries, compensation and benefits (total)
- $361,134
- Disbursements for charitable purposes
- $2,030,681
- Excise tax on investment income
- $101,256
Balance sheet and other
- Total assets, start of year
- $74,154,248
- Total assets, end of year
- $79,098,128
- Total liabilities, end of year
- $6,801,443
- Net assets, end of year
- $72,296,685
- Fair market value of assets
- $79,098,128
- Qualifying distributions
- $2,030,681
- Net investment income
- $7,657,899
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 |
|---|---|---|---|
| KATHERINE ULVESTAD 5251 CALIFORNIA AVENUE STE 110, IRVINE, CA 92617 | CONSULTANT Highest-paid employee | 40 | $277,924 |
| DONALD C THOMPSON 5251 CALIFORNIA AVENUE STE 110, IRVINE, CA 92617 | DIRECTOR | 30 | $212,036 |
| JENNIFER T LAVENSON 5251 CALIFORNIA AVENUE STE 110, IRVINE, CA 92617 | CFO | 20 | $44,638 |
| WILLIAM S THOMPSON 5251 CALIFORNIA AVENUE STE 110, IRVINE, CA 92617 | TRUSTEE | 1 | $0 |
| NANCY E THOMPSON 5251 CALIFORNIA AVENUE STE 110, IRVINE, CA 92617 | TRUSTEE | 1 | $0 |
| WILLIAM S THOMPSON III 5251 CALIFORNIA AVENUE STE 110, IRVINE, CA 92617 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD C THOMPSON 660 NEWPORT CENTER DRIVESTE 1220, NEWPORT BEACH, CA 92660 | DIRECTOR | 30 | $223,595 |
| JENNIFER T LAVENSON 660 NEWPORT CENTER DRIVESTE 1220, NEWPORT BEACH, CA 92660 | CFO | 20 | $67,590 |
| WILLIAM S THOMPSON 660 NEWPORT CENTER DRIVESTE 1220, NEWPORT BEACH, CA 92660 | TRUSTEE | 1 | $0 |
| NANCY E THOMPSON 660 NEWPORT CENTER DRIVESTE 1220, NEWPORT BEACH, CA 92660 | TRUSTEE | 1 | $0 |
| WILLIAM S THOMPSON III 660 NEWPORT CENTER DRIVESTE 1220, NEWPORT BEACH, CA 92660 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5251 CALIFORNIA AVE STE 110, IRVINE, CA 92617-3075
- Signed the 990-PF
- JENNIFER T LAVENSON, CFO
- Phone
- (949) 209-6210
- Return prepared by
- WRIGHT FORD YOUNG & CO
California records
California keeps its own records of charities and corporations. Search them by EIN 20-6371108 or by the name WILLIAM S AND NANCY E THOMPSON 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
- 20-6371108
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $79,098,128
- Income (IRS master file)
- $26,625,918
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $7,753,615 | $636,827 | $79,098,128 | XML |
| 990-PF | December 2023 | $5,001,453 | $20,890,979 | $74,154,248 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 20-6371108).
Questions about WILLIAM S AND NANCY E THOMPSON FOUNDATION
- What is the EIN of WILLIAM S AND NANCY E THOMPSON FOUNDATION?
- The employer identification number (EIN) of WILLIAM S AND NANCY E THOMPSON FOUNDATION is 20-6371108.
- Is WILLIAM S AND NANCY E THOMPSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to WILLIAM S AND NANCY E THOMPSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM S AND NANCY E THOMPSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM S AND NANCY E THOMPSON 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 WILLIAM S AND NANCY E THOMPSON 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 WILLIAM S AND NANCY E THOMPSON FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 3 received compensation from the organization, the highest $277,924 (KATHERINE ULVESTAD, CONSULTANT).
- How much revenue does WILLIAM S AND NANCY E THOMPSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,753,615, expenses of $636,827 and total assets of $79,098,128 at year end.
Other nonprofits in IRVINE
- SEQUOIA CLIMATE FOUNDATION EIN 85-4095972 · last filed 990-PF for 2024
- ORANGE COUNTY COMMUNITY FOUNDATION EIN 33-0378778 · last filed 990 for 2025
- CAPITAL GROUP COMPANIES CHARITABLE FOUNDATION EIN 95-4658856 · last filed 990-PF for 2025
- TIGER WOODS CHARITY EVENT CORP EIN 06-1554474 · last filed 990 for 2025
- ARNOLD AND MABEL BECKMAN FOUNDATION EIN 95-3169713 · last filed 990-PF for 2025
- OCCF SUPPORTING ORGANIZATION EIN 26-0564840 · last filed 990 for 2025
- ORANGE COUNTYS UNITED WAY EIN 33-0047994 · last filed 990 for 2025
- EDWARDS LIFESCIENCES FOUNDATION EIN 46-1702755 · last filed 990-PF for 2024
All nonprofits in IRVINE · California · Philanthropy, voluntarism and grantmaking foundations