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Nonprofit · EIN 87-4081325

NELL ELIZABETH HAKES CHARITABLE FOUNDATION

Tax-exempt · WESTLAKE VLG, CA 91361

Financials

$0$02022$0$02023$5.1M$47K2024
Revenue Expenses · by fiscal year end
Financials of NELL ELIZABETH HAKES CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$5,120,842$47,100$5,073,742$5,025,043$0$5,025,043
November 30, 2024990-PF$0$0$0$0$0$0
November 30, 2023990-PF$0$0$0$0$0$0
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Contributions, gifts and grants
$5,068,040
Dividends
$52,801
Interest
$1

Expenses

Grants and similar amounts paid
$46,900
Disbursements for charitable purposes
$46,900
Excise tax on investment income
$731

Balance sheet and other

Total assets, start of year
–
Total assets, end of year
$5,025,043
Total liabilities, end of year
$0
Net assets, end of year
$5,025,043
Fair market value of assets
$5,033,296
Qualifying distributions
$46,900
Net investment income
$52,802

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
NELL ELIZABETH HAKES
5429 PINERIDGE DRIVE, LA CRESCENTA, CA 91214
President & CEO1$0
HOWARD HAKES
5429 PINERIDGE DRIVE, LA CRESCENTA, CA 91214
Secretary1$0
NELL ELIZABETH HAKES
5429 PINERIDGE DRIVE, LA CRESCENTA, CA 91214
Director1$0
990-PF for the year ended November 30, 2024: 3 people
NameTitleHours / weekCompensation
NELL ELIZABETH HAKES
5429 PINERIDGE DRIVE, LA CRESCENTA, CA 91214
President & CEO1$0
HOWARD HAKES
5429 PINERIDGE DRIVE, LA CRESCENTA, CA 91214
Secretary1$0
NELL ELIZABETH HAKES
5429 PINERIDGE DRIVE, LA CRESCENTA, CA 91214
Director1$0
990-PF for the year ended November 30, 2023: 3 people
NameTitleHours / weekCompensation
NELL ELIZABETH HAKES
5429 PINERIDGE DRIVE, LA CRESCENTA, CA 91214
President & CEO1$0
HOWARD HAKES
5429 PINERIDGE DRIVE, LA CRESCENTA, CA 91214
Secretary1$0
NELL ELIZABETH HAKES
5429 PINERIDGE DRIVE, LA CRESCENTA, CA 91214
Director1$0

Address and contacts

Address (IRS master file)
699 HAMPSHIRE RD STE 201, WESTLAKE VLG, CA 91361-2352
In care of
% NELL ELIZABETH HAKES
Signed the 990-PF
NELL ELIZABETH HAKES, President & CEO
Phone
(818) 383-8158
Return prepared by
Schwartz & Schwartz A Prof Corp

California records

California keeps its own records of charities and corporations. Search them by EIN 87-4081325 or by the name NELL ELIZABETH HAKES CHARITABLE 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
87-4081325
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
November
Files
Form 990-PF
Assets (IRS master file)
$1
Income (IRS master file)
$1

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$5,120,842$47,100$5,025,043XML
990-PFNovember 2024$0$0$0XML
990-PFNovember 2023$0$0$0XML
990-PFNovember 2022–––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 87-4081325).

Questions about NELL ELIZABETH HAKES CHARITABLE FOUNDATION

What is the EIN of NELL ELIZABETH HAKES CHARITABLE FOUNDATION?
The employer identification number (EIN) of NELL ELIZABETH HAKES CHARITABLE FOUNDATION is 87-4081325.
Is NELL ELIZABETH HAKES CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to NELL ELIZABETH HAKES CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NELL ELIZABETH HAKES CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of NELL ELIZABETH HAKES CHARITABLE 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 NELL ELIZABETH HAKES CHARITABLE 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 NELL ELIZABETH HAKES CHARITABLE FOUNDATION?
The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does NELL ELIZABETH HAKES CHARITABLE FOUNDATION have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $5,120,842, expenses of $47,100 and total assets of $5,025,043 at year end.

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