Nonprofit · EIN 20-7201390
HENRY T NICHOLAS III FOUNDATION
Also known as HENRY T NICHOLS III TTEE
Tax-exempt · ALISO VIEJO, CA 92656
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $7,444,135 | $10,515,924 | -$3,071,789 | $589,072,334 | $8,054,240 | $581,018,094 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $4,557,200
- Interest
- $3,667
- Net gain from sales of assets
- $2,873,693
- Other income
- $9,575
Expenses
- Grants and similar amounts paid
- $6,495,907
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $6,520,557
- Excise tax on investment income
- $102,753
Balance sheet and other
- Total assets, start of year
- $312,050,328
- Total assets, end of year
- $589,072,334
- Total liabilities, end of year
- $8,054,240
- Net assets, end of year
- $581,018,094
- Fair market value of assets
- $589,072,334
- Qualifying distributions
- $6,520,557
- Net investment income
- $7,444,135
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 |
|---|---|---|---|
| HENRY T NICHOLAS III 15 ENTERPRISE SUITE 550, ALISO VIEJO, CA 92656 | TRUSTEE | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 15 ENTERPRISE STE 550, ALISO VIEJO, CA 92656-2656
- Signed the 990-PF
- HENRY T NICHOLAS III, TRUSTEE
- Phone
- (949) 448-4300
- Return prepared by
- ANDERSEN TAX LLC
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
- 20-7201390
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $589,072,334
- Income (IRS master file)
- $7,501,051
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $5,098,078 | $9,102,989 | $312,050,328 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about HENRY T NICHOLAS III FOUNDATION
- What is the EIN of HENRY T NICHOLAS III FOUNDATION?
- The employer identification number (EIN) of HENRY T NICHOLAS III FOUNDATION is 20-7201390.
- Is HENRY T NICHOLAS III FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to HENRY T NICHOLAS III FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HENRY T NICHOLAS III FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HENRY T NICHOLAS III 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 HENRY T NICHOLAS III 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 HENRY T NICHOLAS III FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does HENRY T NICHOLAS III FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,444,135, expenses of $10,515,924 and total assets of $589,072,334 at year end.
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