Nonprofit · EIN 46-6117991
NICHOLAS ENDOWMENT TR
Also known as SANGSTER CLAUDIA TTEE
Tax-exempt · IRVINE, CA 92612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,697,853 | $2,211,317 | $486,536 | $44,230,530 | $127,105 | $44,103,425 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $726,800
- Net gain from sales of assets
- $1,300,201
- Other income
- $670,852
Expenses
- Grants and similar amounts paid
- $1,967,400
- Compensation of officers, directors and key employees
- $83,000
- Disbursements for charitable purposes
- $2,085,575
- Excise tax on investment income
- $33,787
Balance sheet and other
- Total assets, start of year
- $42,787,117
- Total assets, end of year
- $44,230,530
- Total liabilities, end of year
- $127,105
- Net assets, end of year
- $44,103,425
- Fair market value of assets
- $44,230,530
- Qualifying distributions
- $2,085,575
- Net investment income
- $2,556,469
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 |
|---|---|---|---|
| DANIEL T STETSON 5319 UNIVERSITY DRIVE SUITE 314, IRVINE, CA 92612 | TRUSTEE AND EXECUTIVE DIRE | 30 | $83,000 |
| CLAUDIA SANGSTER 5319 UNIVERSITY DRIVE SUITE 314, IRVINE, CA 92612 | TRUSTEE AND CHAIR | 2 | $0 |
| PAULA TOMEI 5319 UNIVERSITY DRIVE SUITE 314, IRVINE, CA 92612 | TRUSTEE | 2 | $0 |
| ROBERT FELLER 5319 UNIVERSITY DRIVE SUITE 314, IRVINE, CA 92612 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 5319 UNIVERSITY DRIVE SUITE 314, IRVINE, CA 92612-2965
- In care of
- % CRAIG GUNTHER
- Signed the 990-PF
- DAN STETSON, EXECUTIVE DIRECTOR
- Phone
- (949) 338-9611
- Return prepared by
- HASKELL & WHITE 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 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
- 46-6117991
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $44,230,530
- Income (IRS master file)
- $3,769,610
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,396,340 | $2,182,543 | $42,787,117 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 NICHOLAS ENDOWMENT TR
- What is the EIN of NICHOLAS ENDOWMENT TR?
- The employer identification number (EIN) of NICHOLAS ENDOWMENT TR is 46-6117991.
- Is NICHOLAS ENDOWMENT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to NICHOLAS ENDOWMENT TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NICHOLAS ENDOWMENT TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NICHOLAS ENDOWMENT TR 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 NICHOLAS ENDOWMENT TR 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 NICHOLAS ENDOWMENT TR?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $83,000 (DANIEL T STETSON, TRUSTEE AND EXECUTIVE DIRE).
- How much revenue does NICHOLAS ENDOWMENT TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,697,853, expenses of $2,211,317 and total assets of $44,230,530 at year end.
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All nonprofits in IRVINE · California · Philanthropy, voluntarism and grantmaking foundations