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Nonprofit · EIN 94-3318483

THELMA DOELGER CHARITABLE TR

Also known as KING EDWARD M TTEE

Tax-exempt · DALY CITY, CA 94015

Financials

$976K$1.1M2023$536K$1M2024
Revenue Expenses · by fiscal year end
Financials of THELMA DOELGER CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$536,486$1,011,639-$475,153$9,171,322$0$9,171,322
June 30, 2024990-PF$976,151$1,055,390-$79,239$9,646,475$0$9,646,475
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$509,099
Interest
$2,002
Net gain from sales of assets
$25,385

Expenses

Grants and similar amounts paid
$729,500
Compensation of officers, directors and key employees
$166,315
Salaries, compensation and benefits (total)
$30,908
Disbursements for charitable purposes
$876,685
Excise tax on investment income
$5,758

Balance sheet and other

Total assets, start of year
$9,646,475
Total assets, end of year
$9,171,322
Total liabilities, end of year
$0
Net assets, end of year
$9,171,322
Fair market value of assets
$19,948,900
Qualifying distributions
$876,685
Net investment income
$536,486

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
John F Nicolai
950 John Daly Boulevard Suite 300, Daly City, CA 940153004
TRUSTEE6$70,661
Claudette M Nicolai
950 John Daly Boulevard Suite 300, Daly City, CA 940153004
TRUSTEE6$70,661
CHARLES E CROSS
950 John Daly Boulevard Suite 300, Daly City, CA 940153004
TRUSTEE6$24,993
990-PF for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
John F Nicolai
950 John Daly Boulevard Suite 300, Daly City, CA 940153004
TRUSTEE8$75,967
JOHN R VIOLET
950 John Daly Boulevard Suite 300, Daly City, CA 940153004
TRUSTEE6$56,755
Claudette M Nicolai
950 John Daly Boulevard Suite 300, Daly City, CA 940153004
TRUSTEE6$16,563
D EUGENE RICHARD
950 John Daly Boulevard Suite 300, Daly City, CA 940153004
TRUSTEE6$11,925

Address and contacts

Address (IRS master file)
950 JOHN DALY BLVD STE 300, DALY CITY, CA 94015-3004
In care of
% JOHN NICOLAI TRUSTEE
Signed the 990-PF
JOHN NICOLAI, TRUSTEE
Phone
(650) 755-2333
Return prepared by
ERNST & YOUNG US LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-3318483 or by the name THELMA DOELGER CHARITABLE TR.

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
94-3318483
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
1999
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$9,171,322
Income (IRS master file)
$584,374

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$536,486$1,011,639$9,171,322IRS
990-PFJune 2024$976,151$1,055,390$9,646,475XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––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 94-3318483).

Questions about THELMA DOELGER CHARITABLE TR

What is the EIN of THELMA DOELGER CHARITABLE TR?
The employer identification number (EIN) of THELMA DOELGER CHARITABLE TR is 94-3318483.
Is THELMA DOELGER CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to THELMA DOELGER CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THELMA DOELGER CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of THELMA DOELGER CHARITABLE TR due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THELMA DOELGER CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of THELMA DOELGER CHARITABLE TR?
The 990-PF for the year ended June 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $70,661 (John F Nicolai, TRUSTEE).
How much revenue does THELMA DOELGER CHARITABLE TR have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $536,486, expenses of $1,011,639 and total assets of $9,171,322 at year end.

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