Nonprofit · EIN 20-8060391
HARVEY E NAJIM CHARITABLE FOUNDATION
Tax-exempt · SAN ANTONIO, TX 78216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $25,851,107 | $10,148,886 | $15,702,221 | $113,446,386 | $0 | $113,446,386 |
| December 31, 2023 | 990-PF | $7,187,819 | $9,405,219 | -$2,217,400 | $97,744,165 | $0 | $97,744,165 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,761,840
- Interest
- $676,253
- Net gain from sales of assets
- $23,192,892
- Other income
- $220,122
Expenses
- Grants and similar amounts paid
- $8,823,915
- Compensation of officers, directors and key employees
- $121,429
- Salaries, compensation and benefits (total)
- $245,685
- Disbursements for charitable purposes
- $8,823,915
- Excise tax on investment income
- $352,336
Balance sheet and other
- Total assets, start of year
- $97,744,165
- Total assets, end of year
- $113,446,386
- Total liabilities, end of year
- $0
- Net assets, end of year
- $113,446,386
- Fair market value of assets
- $117,543,453
- Qualifying distributions
- $8,823,915
- Net investment income
- $25,611,895
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 | Other / benefits |
|---|---|---|---|---|
| MELISSA BAUMAN 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | PRESIDENT | 40 | $121,429 | $13,475 |
| HARVEY E NAJIM 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | CHAIRMAN | 40 | $0 | $548 |
| CARRIE N MATTHIESEN 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | BOARD MEMBER | 1 | $0 | $0 |
| CHRISTINE N RAY 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | BOARD MEMBER | 1 | $0 | $0 |
| ROY TERRACINA 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | BOARD MEMBER | 1 | $0 | $0 |
| DON HARRIS 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | BOARD MEMBER | 1 | $0 | $0 |
| JIM HOUSE 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | VICE CHAIR | 1 | $0 | $0 |
| DOUG CROSS 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | SECRETARY | 1 | $0 | $0 |
| REBECCA CERVANTEZ 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | VICE PRESIDE | 1 | $0 | $0 |
| REBECCA CEDILLO 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | BOARD MEMBER | 1 | $0 | $0 |
| PEGGY EIGHMY 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | BOARD MEMBER | 1 | $0 | $0 |
| CLAY KILLINGER 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | TREASURER | 0 | $0 | $0 |
| JON COKER 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | BOARD MEMBER | 0 | $0 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MELISSA BAUMAN 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | PRESIDENT | 40 | $111,572 | $13,316 |
| HARVEY E NAJIM 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | CHAIRMAN | 40 | $0 | $0 |
| CARRIE N MATTHIESEN 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | DIRECTOR | 1 | $0 | $0 |
| CHRISTINE N RAY 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | DIRECTOR | 1 | $0 | $0 |
| ROY TERRACINA 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | TREASURER | 1 | $0 | $0 |
| DON HARRIS 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | DIRECTOR | 1 | $0 | $0 |
| JIM HOUSE 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | VICE CHAIR | 1 | $0 | $0 |
| DOUG CROSS 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | SECRETARY | 1 | $0 | $0 |
| REBECCA CERVANTEZ 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | VICE PRESIDE | 1 | $0 | $0 |
| REBECCA CEDILLO 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | DIRECTOR | 1 | $0 | $0 |
| PEGGY EIGHMY 9311 SAN PEDRO STE 965, SAN ANTONIO, TX 78216 | DIRECTOR | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9311 SAN PEDRO AVE STE 965, SAN ANTONIO, TX 78216-4419
- In care of
- % HARVEY E NAJIM
- Signed the 990-PF
- MELISSA BAUMAN, PRESIDENT
- Phone
- (210) 255-8435
- Return prepared by
- G STEPHEN BAILEY PC
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
- 20-8060391
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $113,446,386
- Income (IRS master file)
- $140,645,501
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $7,187,819 | $9,405,219 | $97,744,165 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 HARVEY E NAJIM CHARITABLE FOUNDATION
- What is the EIN of HARVEY E NAJIM CHARITABLE FOUNDATION?
- The employer identification number (EIN) of HARVEY E NAJIM CHARITABLE FOUNDATION is 20-8060391.
- Is HARVEY E NAJIM CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to HARVEY E NAJIM CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HARVEY E NAJIM CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARVEY E NAJIM CHARITABLE 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 HARVEY E NAJIM CHARITABLE 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 HARVEY E NAJIM CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 13 people; 1 received compensation from the organization, the highest $121,429 (MELISSA BAUMAN, PRESIDENT).
- How much revenue does HARVEY E NAJIM CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $25,851,107, expenses of $10,148,886 and total assets of $113,446,386 at year end.
Other nonprofits in SAN ANTONIO
- SAN ANTONIO AREA FOUNDATION EIN 74-6065414 · last filed 990 for 2024
- UNITED WAY OF SAN ANTONIO & BEXAR COUNTY EIN 74-1272381 · last filed 990 for 2025
- PETCO LOVE EIN 33-0845930 · last filed 990 for 2025
- JOHN G KENEDY JR CHARITABLE TR -SURFACE ESTATE TR EIN 82-6501674 · last filed 990 for 2026
- TOM T EAST SR & ALICE K EAST & ALICE H EAST & ROBERT C EAST WILDL EIN 26-1380672 · last filed 990 for 2025
- VALERO ENERGY FOUNDATION EIN 74-2904514 · last filed 990 for 2025
- JOHN G KENEDY JR CHARITABLE TRUST EIN 74-6334106 · last filed 990 for 2025
- JOHN L SANTIKOS CHARITABLE FOUNDATION EIN 47-7326497 · last filed 990 for 2024
All nonprofits in SAN ANTONIO · Texas · Philanthropy, voluntarism and grantmaking foundations