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Nonprofit · EIN 37-6547620

THE RICHARD AND BARBARA NELSON FOUNDATION

Tax-exempt · SPRING LAKE, NJ 07762

Financials

$32K$49K2023$41K$73K2024$34K$89K2025
Revenue Expenses · by fiscal year end
Financials of THE RICHARD AND BARBARA NELSON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$34,250$89,016-$54,766$752,713$14,127$738,586
December 31, 2024990-PF$40,808$73,395-$32,587$793,194$0$793,194
December 31, 2023990-PF$32,142$49,331-$17,189$826,303$0$826,303
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$31,082
Interest
$1,049
Net gain from sales of assets
$2,119

Expenses

Grants and similar amounts paid
$72,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$74,888
Excise tax on investment income
$280

Balance sheet and other

Total assets, start of year
$793,194
Total assets, end of year
$752,713
Total liabilities, end of year
$14,127
Net assets, end of year
$738,586
Fair market value of assets
$1,253,455
Qualifying distributions
$74,888
Net investment income
$34,250

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
BARBARA NELSON
115 PASSAIC AVENUE, SPRING LAKE, NJ 07762
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BARBARA NELSON
115 PASSAIC AVENUE, SPRING LAKE, NJ 07762
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BARBARA NELSON
115 PASSAIC AVENUE, SPRING LAKE, NJ 07762
TRUSTEE1$0

Address and contacts

Address (IRS master file)
115 PASSAIC AVE, SPRING LAKE, NJ 07762-1307
Signed the 990-PF
BARBARA NELSON, TRUSTEE
Phone
(732) 936-3284
Return prepared by
FORVIS MAZARS LLP

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
37-6547620
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
2013
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$752,713
Income (IRS master file)
$84,017

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$34,250$89,016$752,713XML
990-PFDecember 2024$40,808$73,395$793,194XML
990-PFDecember 2023$32,142$49,331$826,303XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 37-6547620).

Questions about THE RICHARD AND BARBARA NELSON FOUNDATION

What is the EIN of THE RICHARD AND BARBARA NELSON FOUNDATION?
The employer identification number (EIN) of THE RICHARD AND BARBARA NELSON FOUNDATION is 37-6547620.
Is THE RICHARD AND BARBARA NELSON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
Are donations to THE RICHARD AND BARBARA NELSON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE RICHARD AND BARBARA NELSON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE RICHARD AND BARBARA NELSON 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 THE RICHARD AND BARBARA NELSON 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 THE RICHARD AND BARBARA NELSON FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does THE RICHARD AND BARBARA NELSON FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $34,250, expenses of $89,016 and total assets of $752,713 at year end.

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