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Nonprofit · EIN 30-6584531

NEVIASER FOUNDATION

Also known as NANCY NEVIASER BANKER ET AL TTEE

Tax-exempt · DALLAS, TX 75265

Financials

$948K$1.3M2023$1.9M$1.4M2024$1.6M$1.4M2025
Revenue Expenses · by fiscal year end
Financials of NEVIASER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,608,746$1,388,547$220,199$19,262,696$0$19,262,696
December 31, 2024990-PF$1,906,358$1,388,912$517,446$19,082,862$0$19,082,862
December 31, 2023990-PF$948,334$1,323,646-$375,312$18,575,154$0$18,575,154
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$72,436
Dividends
$572,538
Net gain from sales of assets
$963,772

Expenses

Grants and similar amounts paid
$910,000
Compensation of officers, directors and key employees
$444,289
Disbursements for charitable purposes
$1,309,860
Excise tax on investment income
$20,593

Balance sheet and other

Total assets, start of year
$19,082,862
Total assets, end of year
$19,262,696
Total liabilities, end of year
$0
Net assets, end of year
$19,262,696
Fair market value of assets
$31,307,205
Qualifying distributions
$1,309,860
Net investment income
$1,531,457

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 752653037
AGENT1$150,653
NANCY N BAKER
135 SEA HOMMOCK WAY, PONTE VEDRA, FL 320824409
CO-TRUSTEE15$115,909
ROBERT BAKER
135 SEA HOMMOCK WAY, PONTE VEDRA, FL 320824409
CO-TRUSTEE15$115,909
ELIZABETH PEGG
3008 WINDCOVE PL, RALEIGH, NC 276122217
TRUST ADVISOR15$30,909
TORY A BAKER
135 SEA HOMMOCK WAY, PONTE VEDRA, FL 320824409
TRUST ADVISOR15$30,909
JENNIFER BAKER
13401 SUTTON PK DR S APT 1331, JACKSONVILLE, FL 322240231
CO-TRUSTEE15$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
NANCY N BAKER
135 SEA HOMMOCK WAY, PONTE VEDRA, FL 320824409
CO-TRUSTEE15$171,659
ROBERT BAKER
135 SEA HOMMOCK WAY, PONTE VEDRA, FL 320824409
CO-TRUSTEE15$171,659
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 752653037
AGENT1$139,306
ELIZABETH PEGG
3008 WINDCOVE PL, RALEIGH, NC 276122217
TRUST ADVISOR15$25,776
TORY A BAKER
135 SEA HOMMOCK WAY, PONTE VEDRA, FL 320824409
TRUST ADVISOR15$25,776
JENNIFER BAKER
13401 SUTTON PK DR S APT 1331, JACKSONVILLE, FL 322240231
CO-TRUSTEE15$1,946
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 752653037
AGENT1$123,179
NANCY N BAKER
135 SEA HOMMOCK WAY, PONTE VEDRA, FL 320824409
CO-TRUSTEE15$87,589
ROBERT BAKER
135 SEA HOMMOCK WAY, PONTE VEDRA, FL 320824409
CO-TRUSTEE15$87,589
JENNIFER BAKER
13401 SUTTON PK DR S APT 1331, JACKSONVILLE, FL 322240231
CO-TRUSTEE15$23,357
ELIZABETH PEGG
3008 WINDCOVE PL, RALEIGH, NC 276122217
TRUST ADVISOR15$23,357
TORY A BAKER
135 SEA HOMMOCK WAY, PONTE VEDRA, FL 320824409
TRUST ADVISOR15$23,357

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% US TRUST
Signed the 990-PF
NANCY N BAKER, TRUSTEE
Phone
(888) 866-3275
Return prepared by
BANK OF AMERICA

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
30-6584531
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
2018
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$19,262,696
Income (IRS master file)
$5,974,640

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,608,746$1,388,547$19,262,696IRS
990-PFDecember 2024$1,906,358$1,388,912$19,082,862IRS
990-PFDecember 2023$948,334$1,323,646$18,575,154XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 30-6584531).

Questions about NEVIASER FOUNDATION

What is the EIN of NEVIASER FOUNDATION?
The employer identification number (EIN) of NEVIASER FOUNDATION is 30-6584531.
Is NEVIASER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to NEVIASER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NEVIASER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of NEVIASER FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NEVIASER FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of NEVIASER FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 5 received compensation from the organization, the highest $150,653 (BANK OF AMERICA N A, AGENT).
How much revenue does NEVIASER FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,608,746, expenses of $1,388,547 and total assets of $19,262,696 at year end.

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