Nonprofit · EIN 42-1441832
HELEN J AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION IV
Also known as URBAN THEODORE S TTEE
Tax-exempt · ORINDA, CA 94563
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $96,025 | $84,413 | $11,612 | $1,165,680 | $0 | $1,165,680 |
| June 30, 2024 | 990-PF | $106,180 | $80,653 | $25,527 | $1,154,068 | $0 | $1,154,068 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $38,726
- Net gain from sales of assets
- $57,299
Expenses
- Grants and similar amounts paid
- $56,228
- Compensation of officers, directors and key employees
- $14,000
- Disbursements for charitable purposes
- $56,228
- Excise tax on investment income
- $943
Balance sheet and other
- Total assets, start of year
- $1,154,068
- Total assets, end of year
- $1,165,680
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,165,680
- Fair market value of assets
- $1,560,583
- Qualifying distributions
- $56,228
- Net investment income
- $96,025
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THEODORE STEVEN URBAN 120 ALTA HACIENDAS, ORINDA, CA 94563 | TRUSTEE | 0.1 | $0 |
| TAO BERNARDUS URBAN C/O 120 ALTA HACIENDAS, ORINDA, CA 94563 | TRUSTEE | 0.1 | $0 |
| IAN NELSON URBAN C/O 120 ALTA HACIENDAS, ORINDA, CA 94563 | TRUSTEE | 0.1 | $0 |
| AUNDRA E URBAN C/O 120 ALTA HACIENDAS, ORINDA, CA 94563 | TRUSTEE | 5 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUNDRA E URBAN C/O 120 ALTA HACIENDAS, ORINDA, CA 94563 | TRUSTEE | 5 | $13,500 |
| THEODORE STEVEN URBAN 120 ALTA HACIENDAS, ORINDA, CA 94563 | TRUSTEE | 0.1 | $0 |
| TAO BERNARDUS URBAN C/O 120 ALTA HACIENDAS, ORINDA, CA 94563 | TRUSTEE | 0.1 | $0 |
| IAN NELSON URBAN C/O 120 ALTA HACIENDAS, ORINDA, CA 94563 | TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 38 LA CAMPANA RD, ORINDA, CA 94563-1807
- Signed the 990-PF
- AUNDRA TOMLINS, TRUSTEE
- Phone
- (925) 381-7416
- Return prepared by
- BACHECKI CROM & CO LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 42-1441832 or by the name HELEN J AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION IV.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-1441832
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $1,165,680
- Income (IRS master file)
- $120,282
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $96,025 | $84,413 | $1,165,680 | XML |
| 990-PF | June 2024 | $106,180 | $80,653 | $1,154,068 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 42-1441832).
Questions about HELEN J AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION IV
- What is the EIN of HELEN J AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION IV?
- The employer identification number (EIN) of HELEN J AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION IV is 42-1441832.
- Is HELEN J AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION IV tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to HELEN J AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION IV tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN J AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION IV file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN J AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION IV due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN J AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION IV last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of HELEN J AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION IV?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HELEN J AND THOMAS NELSON URBAN SR CHARITABLE FOUNDATION IV have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $96,025, expenses of $84,413 and total assets of $1,165,680 at year end.
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