Skip to main content

Nonprofit · EIN 81-4768099

NELSON FAMILY FOUNDATION

Tax-exempt · SAN RAMON, CA 94583

Financials

$414K$194K2022$684K$235K2023$217K$105K2024
Revenue Expenses · by fiscal year end
Financials of NELSON FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$216,833$105,313$111,520$1,644,018$0$1,644,018
November 30, 2024990-PF$684,440$235,372$449,068$1,282,503$0$1,282,503
November 30, 2023990-PF (amended)$413,552$193,954$219,598$1,158,281$0$1,158,281
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$27,231
Interest
$4,542
Net gain from sales of assets
$185,060

Expenses

Grants and similar amounts paid
$105,105
Disbursements for charitable purposes
$105,257
Excise tax on investment income
$3,014

Balance sheet and other

Total assets, start of year
$1,282,503
Total assets, end of year
$1,644,018
Total liabilities, end of year
$0
Net assets, end of year
$1,644,018
Fair market value of assets
$2,028,084
Qualifying distributions
$105,257
Net investment income
$216,833

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
GREGG NELSON
3001 BISHOP DRIVE 100, SAN RAMON, CA 94583
CEO/Director1$0
EMILY NELSON
3001 BISHOP DRIVE 100, SAN RAMON, CA 94583
Secre/CFO/Dir1$0
990-PF for the year ended November 30, 2024: 2 people
NameTitleHours / weekCompensation
GREGG NELSON
3001 BISHOP DRIVE 100, SAN RAMON, CA 94583
CEO/Director1$0
EMILY NELSON
3001 BISHOP DRIVE 100, SAN RAMON, CA 94583
Secre/CFO/Dir1$0
990-PF for the year ended November 30, 2023: 2 people
NameTitleHours / weekCompensation
GREGG NELSON
3001 BISHOP DRIVE 100, SAN RAMON, CA 94583
CEO/Director1$0
EMILY NELSON
3001 BISHOP DRIVE 100, SAN RAMON, CA 94583
Secre/CFO/Dir1$0

Address and contacts

Address (IRS master file)
3001 BISHOP DRIVE 100, SAN RAMON, CA 94583-5005
Signed the 990-PF
GREGG NELSON, CEO
Phone
(925) 998-7685
Return prepared by
Fischer & Ritchey LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 81-4768099 or by the name NELSON FAMILY FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
81-4768099
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
2019
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$1,644,018
Income (IRS master file)
$729,977

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$216,833$105,313$1,644,018XML
990-PFNovember 2024$684,440$235,372$1,282,503XML
990-PFNovember 2023$413,552$193,954$1,158,281XML
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 81-4768099).

Questions about NELSON FAMILY FOUNDATION

What is the EIN of NELSON FAMILY FOUNDATION?
The employer identification number (EIN) of NELSON FAMILY FOUNDATION is 81-4768099.
Is NELSON FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to NELSON FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NELSON FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of NELSON FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NELSON FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of NELSON FAMILY FOUNDATION?
The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does NELSON FAMILY FOUNDATION have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $216,833, expenses of $105,313 and total assets of $1,644,018 at year end.

Other nonprofits in SAN RAMON

All nonprofits in SAN RAMON · California · Philanthropy, voluntarism and grantmaking foundations