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Nonprofit · EIN 31-6064591

NELSON MEAD FUND

Tax-exempt · JACKSONVILLE, IL 62651

Financials

$378K$508K2022$847K$533K2023
Revenue Expenses · by fiscal year end
Financials of NELSON MEAD FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2024990-PF$847,367$533,014$314,353$5,649,574$0$5,649,574
November 30, 2023990-PF$378,295$508,375-$130,080$5,335,221$4$5,335,217
Financial details: 990-PF for the year ended November 30, 2024

Revenue

Dividends
$206,062
Net gain from sales of assets
$640,611
Other income
$694

Expenses

Grants and similar amounts paid
$461,272
Disbursements for charitable purposes
$470,851
Excise tax on investment income
$10,905

Balance sheet and other

Total assets, start of year
$5,335,221
Total assets, end of year
$5,649,574
Total liabilities, end of year
$0
Net assets, end of year
$5,649,574
Fair market value of assets
$9,192,749
Qualifying distributions
$470,851
Net investment income
$846,673

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
Ruth Mead
PO Box 10, Jacksonville, IL 62651
Trustee0$0
990-PF for the year ended November 30, 2023: 1 people
NameTitleHours / weekCompensation
RUTH C MEAD
103 GRASSY TRAIL, HOBE SOUND, FL 33455
Trustee0$0

Address and contacts

Address (IRS master file)
PO BOX 10, JACKSONVILLE, IL 62651-0010
In care of
% REND & CO
Signed the 990-PF
Ruth C Mead, Manager
Return prepared by
May Financial 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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026Not on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
31-6064591
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
1967
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$5,649,574
Income (IRS master file)
$1,705,487

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2024$847,367$533,014$5,649,574XML
990-PFNovember 2023$378,295$508,375$5,335,221XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 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 31-6064591).

Questions about NELSON MEAD FUND

What is the EIN of NELSON MEAD FUND?
The employer identification number (EIN) of NELSON MEAD FUND is 31-6064591.
Is NELSON MEAD FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
Are donations to NELSON MEAD FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NELSON MEAD FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of NELSON MEAD FUND due?
The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NELSON MEAD FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2024.
Who are the officers and directors of NELSON MEAD FUND?
The 990-PF for the year ended November 30, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does NELSON MEAD FUND have?
On its 990-PF for the year ended November 30, 2024 it reported revenue of $847,367, expenses of $533,014 and total assets of $5,649,574 at year end.

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