Nonprofit · EIN 82-2703362
WILLIAM G ERICSON FOUNDATION
Tax-exempt (reinstated) · S PASADENA, CA 91031
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $382,060 | $297,166 | $84,894 | $5,734,539 | $0 | $5,734,539 |
| December 31, 2024 | 990-PF | $325,884 | $233,828 | $92,056 | $5,333,795 | $0 | $5,333,795 |
| December 31, 2023 | 990-PF | $94,274 | $472,211 | -$377,937 | $4,929,077 | $0 | $4,929,077 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $197,617
- Interest
- $918
- Net gain from sales of assets
- $183,525
Expenses
- Grants and similar amounts paid
- $235,060
- Disbursements for charitable purposes
- $254,903
- Excise tax on investment income
- $4,723
Balance sheet and other
- Total assets, start of year
- $5,333,795
- Total assets, end of year
- $5,734,539
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,734,539
- Qualifying distributions
- $254,903
- Net investment income
- $382,060
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY LEM 1401 MISSION ST 104, S PASADENA, CA 91030 | President | 5 | $0 |
| LINDA WAH 1401 MISSION ST 104, S PASADENA, CA 91030 | Treasurer | 5 | $0 |
| JON TAKASUGI 1401 MISSION ST 104, S PASADENA, CA 91030 | Director | 5 | $0 |
| MARCI THURSTON 1401 MISSION ST 104, S PASADENA, CA 91030 | Director | 1 | $0 |
| KAREN HAMES 1401 MISSION ST 104, S PASADENA, CA 91030 | Secretary | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY LEM 1401 MISSION ST 104, S PASADENA, CA 91030 | President | 5 | $0 |
| LINDA WAH 1401 MISSION ST 104, S PASADENA, CA 91030 | Treasurer | 5 | $0 |
| JON TAKASUGI 1401 MISSION ST 104, S PASADENA, CA 91030 | Secretary | 5 | $0 |
| MARCI THURSTON 1401 MISSION ST 104, S PASADENA, CA 91030 | Director | 1 | $0 |
| KAREN HAMES 1401 MISSION ST 104, S PASADENA, CA 91030 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY LEM 1401 MISSION ST 104, S PASADENA, CA 91030 | President | 5 | $0 |
| LINDA WAH 1401 MISSION ST 104, S PASADENA, CA 91030 | Treasurer | 5 | $0 |
| JON TAKASUGI 1401 MISSION ST 104, S PASADENA, CA 91030 | Secretary | 5 | $0 |
| MARCI THURSTON 1401 MISSION ST 104, S PASADENA, CA 91030 | Director | 0 | $0 |
| KAREN HAMES 1401 MISSION ST 104, S PASADENA, CA 91030 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 310, S PASADENA, CA 91031-0310
- In care of
- % NANCY LEM
- Signed the 990-PF
- NANCY LEM, President
- Phone
- (626) 524-3591
- Return prepared by
- EXACT TAX INC
California records
California keeps its own records of charities and corporations. Search them by EIN 82-2703362 or by the name WILLIAM G ERICSON FOUNDATION.
- 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 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 | 990-PF 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
- 82-2703362
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Arts, culture and humanities (A20)
- Assets (IRS master file)
- $5,734,539
- Income (IRS master file)
- $2,098,522
Revocation and reinstatement
- Exemption revoked
- May 15, 2021
- Posted by the IRS
- August 9, 2021
- Reinstated
- Effective May 15, 2021
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $382,060 | $297,166 | $5,734,539 | IRS |
| 990-PF | December 2024 | $325,884 | $233,828 | $5,333,795 | IRS |
| 990-PF | December 2023 | $94,274 | $472,211 | $4,929,077 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 82-2703362).
Questions about WILLIAM G ERICSON FOUNDATION
- What is the EIN of WILLIAM G ERICSON FOUNDATION?
- The employer identification number (EIN) of WILLIAM G ERICSON FOUNDATION is 82-2703362.
- Is WILLIAM G ERICSON FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2021 and reinstated it effective May 15, 2021.
- Are donations to WILLIAM G ERICSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM G ERICSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM G ERICSON 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 WILLIAM G ERICSON 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 WILLIAM G ERICSON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does WILLIAM G ERICSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $382,060, expenses of $297,166 and total assets of $5,734,539 at year end.
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- CHINESE AMERICAN PROFESSIONALS ASSOCIATION EIN 82-1022260 · last filed 990-EZ for 2024
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All nonprofits in S PASADENA · California · Arts, culture and humanities