Nonprofit · EIN 95-7019641
NAGELHOUT FAM FOUNDATION CHARITABLE TR 123096
Also known as NAGELHOUT ROBERT V TTEE
Tax-exempt · ROLLING HILLS, CA 90274
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,944 | $30,459 | -$21,515 | $96,235 | $0 | $96,235 |
| December 31, 2024 | 990-PF | $26,836 | $28,128 | -$1,292 | $117,750 | $0 | $117,750 |
| December 31, 2023 | 990-PF | $20,403 | $25,406 | -$5,003 | $119,042 | $0 | $119,042 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $6,648
- Interest
- $2
- Net gain from sales of assets
- $2,294
Expenses
- Grants and similar amounts paid
- $29,030
- Disbursements for charitable purposes
- $29,655
- Excise tax on investment income
- $83
Balance sheet and other
- Total assets, start of year
- $117,750
- Total assets, end of year
- $96,235
- Total liabilities, end of year
- $0
- Net assets, end of year
- $96,235
- Fair market value of assets
- $585,940
- Qualifying distributions
- $29,655
- Net investment income
- $6,650
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 |
|---|---|---|---|
| ROBERT V NAGELHOUT 16 CREST RD W, ROLLING HILLS, CA 90274 | DIRECTOR | 0 | $0 |
| JULIE A NAGELHOUT 16 CREST RD W, ROLLING HILLS, CA 90274 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT V NAGELHOUT 16 CREST RD W, ROLLING HILLS, CA 90274 | DIRECTOR | 0 | $0 |
| JULIE A NAGELHOUT 16 CREST RD W, ROLLING HILLS, CA 90274 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT V NAGELHOUT 16 CREST RD W, ROLLING HILLS, CA 90274 | DIRECTOR | 0 | $0 |
| JULIE A NAGELHOUT 16 CREST RD W, ROLLING HILLS, CA 90274 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 16 CREST RD W, ROLLING HILLS, CA 90274-5058
- Signed the 990-PF
- ROBERT V NAGELHOUT, DIRECTOR
- Phone
- (310) 770-1255
- Return prepared by
- PROVIDENT FINANCIAL CONSULTING INC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-7019641 or by the name NAGELHOUT FAM FOUNDATION CHARITABLE TR 123096.
- 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
- 95-7019641
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $96,235
- Income (IRS master file)
- $13,953
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $8,944 | $30,459 | $96,235 | XML |
| 990-PF | December 2024 | $26,836 | $28,128 | $117,750 | IRS |
| 990-PF | December 2023 | $20,403 | $25,406 | $119,042 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 95-7019641).
Questions about NAGELHOUT FAM FOUNDATION CHARITABLE TR 123096
- What is the EIN of NAGELHOUT FAM FOUNDATION CHARITABLE TR 123096?
- The employer identification number (EIN) of NAGELHOUT FAM FOUNDATION CHARITABLE TR 123096 is 95-7019641.
- Is NAGELHOUT FAM FOUNDATION CHARITABLE TR 123096 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to NAGELHOUT FAM FOUNDATION CHARITABLE TR 123096 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NAGELHOUT FAM FOUNDATION CHARITABLE TR 123096 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NAGELHOUT FAM FOUNDATION CHARITABLE TR 123096 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 NAGELHOUT FAM FOUNDATION CHARITABLE TR 123096 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 NAGELHOUT FAM FOUNDATION CHARITABLE TR 123096?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does NAGELHOUT FAM FOUNDATION CHARITABLE TR 123096 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,944, expenses of $30,459 and total assets of $96,235 at year end.
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