Nonprofit · EIN 47-5295639
NOTLEY FOUNDATION
Tax-exempt · AUSTIN, TX 78705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,017,792 | $1,137,896 | -$120,104 | $1,919,391 | $64,727 | $1,854,664 |
| December 31, 2023 | 990-PF | $901,690 | $1,419,573 | -$517,883 | $2,170,902 | $78,331 | $2,092,571 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $349,693
- Dividends
- $227,683
- Net gain from sales of assets
- $128,901
- Other income
- $311,515
Expenses
- Grants and similar amounts paid
- $25,104
- Compensation of officers, directors and key employees
- $248,777
- Salaries, compensation and benefits (total)
- $394,094
- Disbursements for charitable purposes
- $578,427
- Excise tax on investment income
- $924
Balance sheet and other
- Total assets, start of year
- $2,170,902
- Total assets, end of year
- $1,919,391
- Total liabilities, end of year
- $64,727
- Net assets, end of year
- $1,854,664
- Fair market value of assets
- $1,919,391
- Qualifying distributions
- $578,427
- Net investment income
- $200,884
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 | Other / benefits |
|---|---|---|---|---|
| LISA GRAHAM 3507 N LAMAR BLVD 300909, AUSTIN, TX 78705 | CEO/FOUNDER | 40 | $150,000 | $0 |
| GRACE SAN SOUCIE 3507 N LAMAR BLVD 300909, AUSTIN, TX 78705 | VP OF IMPACT Highest-paid employee | 40 | $104,862 | $5,887 |
| KATHERINE MARTIN 3507 N LAMAR BLVD 300909, AUSTIN, TX 78705 | DIRECTOR OF STRATEGI Highest-paid employee | 40 | $94,210 | $3,653 |
| APRIL MILAN 3507 N LAMAR BLVD 300909, AUSTIN, TX 78705 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $88,530 | $5,072 |
| FINLEY MADISON 3507 N LAMAR BLVD 300909, AUSTIN, TX 78705 | DIRECTOR OF MARKETIN Highest-paid employee | 40 | $82,554 | $3,517 |
| DAN GRAHAM 3507 N LAMAR BLVD 300909, AUSTIN, TX 78705 | FOUNDER | 40 | $80,000 | $18,777 |
| BARBARA DANIELS 3507 N LAMAR BLVD 300909, AUSTIN, TX 78705 | CFO | 40 | $0 | $0 |
| GENEVIEVE GILBREATH 3507 N LAMAR BLVD 300909, AUSTIN, TX 78705 | DIRECTOR | 1 | $0 | $0 |
| JERRY SUN 3507 N LAMAR BLVD 300909, AUSTIN, TX 78705 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA DANIELS 1023 SPRINGDALE RD SUITE 1J, AUSTIN, TX 78721 | CFO | 40 | $0 |
| DAN GRAHAM 1023 SPRINGDALE RD SUITE 1J, AUSTIN, TX 78721 | FOUNDER | 40 | $0 |
| LISA GRAHAM 1023 SPRINGDALE RD SUITE 1J, AUSTIN, TX 78721 | CEO/FOUNDER | 40 | $0 |
| GENEVIEVE GILBREATH 1023 SPRINGDALE RD SUITE 1J, AUSTIN, TX 78721 | DIRECTOR | 1 | $0 |
| JERRY SUN 1023 SPRINGDALE RD SUITE 1J, AUSTIN, TX 78721 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3507 N LAMAR BLVD 300909, AUSTIN, TX 78705-9997
- In care of
- % LISA WILSON GRAHAM
- Signed the 990-PF
- BARBARA DANIELS, CFO
- Phone
- (574) 370-4506
- Website
- WWW.NOTLEYVENTURES.COM
- Return prepared by
- MAXWELL LOCKE & RITTER 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
- 47-5295639
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $1,919,391
- Income (IRS master file)
- $1,154,009
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,017,792 | $1,137,896 | $1,919,391 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $901,690 | $1,419,573 | $2,170,902 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | 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 NOTLEY FOUNDATION
- What is the EIN of NOTLEY FOUNDATION?
- The employer identification number (EIN) of NOTLEY FOUNDATION is 47-5295639.
- Is NOTLEY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to NOTLEY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NOTLEY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NOTLEY FOUNDATION 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 NOTLEY FOUNDATION 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 NOTLEY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 6 received compensation from the organization, the highest $150,000 (LISA GRAHAM, CEO/FOUNDER).
- How much revenue does NOTLEY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,017,792, expenses of $1,137,896 and total assets of $1,919,391 at year end.
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