2025-10-07T13:00:34-05:00 2025-05-31 770546629 ISABEL CHIU & CO LLP 838 N HILLVIEW DRIVE MILPITAS CA 95035 990PF 2024-06-01 770444787 THE NICHOLSON FAMILY FOUNDATION NICH 8316622550 120-4TH ST PMB 2775 PETALUMA CA 94953 KELSEY NICHOLSON OFFICER 8316622550 2025-10-07 1 0 ISABEL CHIU CPA P00185602 4089429689 2024 2025-03-06 01:10:19Z X 9082962 X X 256271 256271 82720 82720 227369 2334493 227369 566360 566360 0 50000 10000 0 40000 119 0 0 119 5980 5080 0 1900 251 0 0 251 47498 47498 0 0 14092 10892 0 3200 3619 0 0 3275 121559 73470 0 48745 337000 337000 458559 73470 0 385745 107801 492890 0 156065 101512 101512 7603 106811 106811 6601501 6665064 8874639 6765169 6873387 9082962 0 417 0 417 X 6765169 6872970 6765169 6872970 6765169 6873387 6765169 107801 0 6872970 0 6872970 NIA (DETAIL AVAILABLE UPON REQUEST) P 2024-01-01 2024-12-17 51495 65280 -13785 -13785 NIA (DETAIL AVAILABLE UPON REQUEST) P 2024-08-14 2024-12-17 137199 115038 22161 22161 SCHARF PORTFOLIO (DETAIL AVAILABLE UPON REQUEST) P 2010-04-16 2025-05-23 2093130 1926806 166324 166324 OTHER CAPITAL GAIN (OTHER BASIS ADJUSTMENT) P 589 589 589 CAPITAL GAINS DIVIDENDS P 52080 52080 52080 227369 6851 0 6851 0 6851 892 0 0 0 892 300 6259 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 0 HTTP://THENICHOLSONFAMILYFOUNDATION.ORG/ KELSEY NICHOLSON 5106533117 6691 MORO STREET PETALUMA CA 94954 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARTHA MCALIISTER 120-4TH ST PMB 2775 PETALUMA CA 94953 VICE PRESIDENT 1.00 0 0 0 KATHLEEN HULL 120-4TH ST PMB 2775 PETALUMA CA 94953 DIRECTOR 1.00 0 0 0 JOHN NICHOLSON 120-4TH ST PMB 2775 PETALUMA CA 94953 DIRECTOR 1.00 0 0 0 KELSEY NICHOLSON 120-4TH ST PMB 2775 PETALUMA CA 94953 PRESIDENT 20.00 50000 0 0 BRENDA NICHOLSON 120-4TH ST PMB 2775 PETALUMA CA 94953 DIRECTOR 1.00 0 0 0 CHRIS BLANCHARD 120-4TH ST PMB 2775 PETALUMA CA 94953 DIRECTOR 1.00 0 0 0 KALLIE BLANCHARD 120-4TH ST PMB 2775 PETALUMA CA 94953 SECRETARY 1.00 0 0 0 BRUCE NICHOLSON 120-4TH ST PMB 2775 PETALUMA CA 94953 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 GEORGE MARK CHILDREN'S HOUSE - THIS YEAR,OUR GRANT OF $70,000 WENT TOWARDS OPERATIONAL SUPPORT FOR GEORGE MARK CHILDREN'S HOUSE; A FREESTANDING PEDIATRIC HOSPICE AND PALLIATIVE CARE FACILITY FOR CHILDREN AND THEIR FAMILIES. 70000 TIDES CENTER: OASIS FOR GIRL - THE FIRST INSTALLMENT OF MULTI-YEAR GRANT. THEY PARTNER WITH GIRLS AND YOUNG WOMEN OF COLOR AGED 14-18 FROM UNDER-RESOURCED COMMUNITIES IN SAN FRANCISCO TO HELP THEM CULTIVATE THE SKILLS, KNOWLEDGE, AND CONFIDENCE TO DISCOVER THEIR DREAMS AND BUILD STRONG FUTURES 10000 DIGITAL NEST - THE THIRD INSTALLMENT OF AN EDUCATION FOCUSED MULTI-YEAR GRANT. THEY CREATE SUSTAINABLE AND SCALABLE TECHNOLOGY LEARNING CENTERS FOR LATINX YOUTH TO PROVIDE THE SKILLS, NETWORK, AND RESOURCES TO FOSTER ECONOMIC EQUALITY. 10000 OAKLAND LEAF - THE THIRD INSTALLMENT OF AN EDUCATION FOCUSED MULTI-YEAR GRANT. THEY SERVE MORE THAN 800 STUDENTS ANNUALLY THROUGH DAILY AFTERSCHOOL PROGRAMMING AT SEVEN HIGH-NEED EAST OAKLAND ELEMENTARY AND MIDDLE SCHOOLS, PAID INTERNSHIP PROGRAMS FOR HIGH SCHOOL STUDENTS, AND A SUMMER CAMP. 10000 N/A 0 0 6114444 231305 2535000 8880749 0 0 8880749 133211 8747538 437377 437377 6851 6851 430526 0 430526 0 430526 385745 0 385745 430526 11866 0 0 385745 11866 0 0 373879 0 0 0 0 0 0 0 0 56647 0 0 0 KELSEY NICHOLSON KELSEY NICHOLSON 6691 MORO STREET PETALUMA CA 94954 5106533117 CONTACT KELSEY NICHOLSON FOR DETAIL INFORMATION (510)653-3117 N/A N/A ARTOGETHER 1200 HARRISON STREET OAKLAND CA 94612 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. ARTS & EDUCATION PROGRAMS. 10000 BAY AREA WILDERNESS TRAINING 2150 ALLSTON WAY SUITE 460 BERKELEY CA 94704 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. OUTDOOR EDUCATION PROGRAMS. 5000 BE A MENTOR INC 22693 HESPERIAN BLVD 170 HAYWARD CA 94541 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL & EDUCATION PROGRAMS. 5000 BEYOND EMANCIPATION 675 HEGENBERGER RD 100 OAKLAND CA 94621 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. FINAL MULTI-YEAR GRANT. SUPPORTIVE PROGRAM FOR TRANSITIONING FROM FOSTER CARE YOUTH. 10000 BOTH SIDES OF THE CONVERSATION 1526 INNES STREET SAN FRANCISCO CA 94124 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL & EDUCATION PROGRAMS. 5000 CAMPING UNLIMITED 102 BROOK LANE BOULDER CREEK CA 95006 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. SOCIAL ENRICHMENT FOR DISABLED YOUTH. 10000 CATALYST YOUTH NETWORK 1721 BROADWAY SUITE 201 OAKLAND CA 94612 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL & EDUCATION PROGRAMS. 5000 CHILDREN RISING 2633 TELEGRAPH AVE APT 412 OAKLAND CA 94612 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. ENVIRONMENTAL EDUCATION PROGRAMS. 5000 DESTINY ARTS CENTER 970 GRACE AVENUE OAKLAND CA 94608 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. PREFORMING ARTS PROGRAMS. 5000 DIGITAL NEST 349 MAIN STREET STE 201 WATSONVILLE CA 95076 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. FINAL MULTI-YEAR GRANT. ARTS & EDUCATION PROGRAMS. 10000 DIVERSITY CENTER OF SANTA CRUZ 1117 SOQUEL AVENUE SANTA CRUZ CA 95062 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL & EDUCATION PROGRAMS. 5000 ENVIRONMENTAL TRAVELING COMPAINIONS 2 MARINA BLVD FORT MASON CENTER SUITE C385 SAN FRANCISCO CA 94123 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL & EDUCATIONAL OUTDOOR PROGRAMS. 5000 FIT KIDS FOUNDATION 1143 CRANE ST STE 203 MENLO PARK CA 94025 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. EDUCATION SUPPORT. 5000 FOOD WHAT 1156 HIGH STREET SANTA CRUZ CA 95064 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. YOUTH LEADERSHIP AND FOOD JUSTICE PROGRAM. 5000 FOODWISE 1 FERRY BUILDING SUITE 50 SAN FRANCISCO CA 94111 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. YOUTH LEADERSHIP AND FOOD JUSTICE PROGRAM. 5000 GEORGE MARK CHILDREN'S HOUSE 2121 GEORGE MARK LANE SAN LEANDRO CA 94578 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. PEDIATRIC HOSPICE. 70000 GOLDEN GATE PERFORMING ARTS 170 VALENCIA STREET SAN FRANCISCO CA 94103 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. PREFORMING ARTS PROGRAMS. 5000 HACK THE HOOD 2323 BROADWAY OAKLAND CA 94612 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL & EDUCATIONAL PROGRAMS. 5000 HIGH FIVES FOUNDATION 10775 PIONEER TRAIL SUITE 108 TRUCKEE CA 96161 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL & EDUCATIONAL PROGRAMS. 2000 HOSPICE OF SANTA CRUZ 940 DISC DRIVE SCOTTS VALLEY CA 95066 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL & EDUCATIONAL PROGRAMS. 10000 JACOB'S HEART 567 AUTO CENTER DRIVE WATSONVILLE CA 95076 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL SERVICES PROGRAMS. 5000 JUDICIAL DISTRICT VII CASA PROGRAM 490 MEMORIAL DRIVE SUITE B1 IDAHO FALLS ID 83402 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. DISCRETIONARY FUNDS. COMMUNITY PROGRAMS. 5000 MISSION BIT 101A CLAY STREET 121 SAN FRANCISCO CA 94111 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. EDUCATIONAL SUPPORT. 5000 NEW LIFE CENTER 415 N LITCHFIELD RD GOODYEAR AZ 85338 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. DISCRETIONARY FUNDS. COMMUNITY PROGRAMS. 5000 OAKLAND ELIZABETH HOUSE 6423 COLBY STREET OAKLAND CA 94618 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL SERVICES PROGRAMS. 5000 OAKLAND LEAF 520 THIRD STREET STE 109 OAKLAND CA 94607 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. FINAL MULTI-YEAR GRANT. ARTS & EDUCATION ENRICHMENT PROGRAMS. 10000 PAJARO VALLEY LOAVES AND FISHES 150 - 2ND STREET WATSONVILLE CA 95076 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 PARTNERSHIP FOR CHILDREN 1355 ABBOTT ST STE 3 SALINAS CA 93901 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL SERVICES PROGRAMS. 5000 PERFORMING ARTS WORKSHOP 768 DELANO AVE SAN FRANCISCO CA 94112 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. PERFORMING ARTS PROGRAMS. 10000 PIEDMONT COMMUNITY CHURCH 400 HIGHLAND AVE PIEDMONT CA 94611 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 PROJECT COMMOTION 2095 HARRISON STREET SAN FRANCISCO CA 94110 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. YOUTH MOVEMENT & ENRICHMENT PROGRAMS. 5000 PUT ME IN 414 36TH AVENUE SAN FRANCISCO CA 94121 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. YOUTH MOVEMENT & ENRICHMENT PROGRAMS. 5000 SAN FRANCISCO CHILDREN'S ART CENTER 2 MARINA BLVD FORT MASON CENTER BUILDING C SAN FRANCISCO CA 94123 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. ARTS PROGRAMS. 5000 SAN FRANCISCO YOUTH THEATRE 1446 MARKET STREET SAN FRANCISCO CA 94102 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. PERFORMING ARTS PROGRAMS. 10000 SECOND HARVEST FOOD BANK PO BOX 990 WATSONVILLE CA 95077 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 SHINE TOGETHER INC 508 VALLEY WAY MILPITAS CA 95035 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. FINAL MULTI-YEAR GRANT. EDUCATION SERVICES PROGRAM FOR YOUNG MOTHERS. 10000 SURVIVORS HEALING CENTER 104 WALNUT AVE SUITE 201 SANTA CRUZ CA 95060 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. SOCIAL SERVICES. 10000 TEEN KITCHEN PROJECT PO BOX 1853 SOQUEL CA 95073 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL & EDUCATIONAL PROGRAMS. 5000 TIDES CENTER OASIS FOR GIRLS FIRST EXPOSURES 1012 TORNEY AVENUE SAN FRANCISCO CA 941291755 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. OASIS FOR GIRLS $5,000. FIRST EXPOSURES MULTI-YEAR GRANT $10,000. YOUTH SOCIAL & ARTS LEADERSHIP PROGRAMS. 15000 TRIPS FOR KIDS BAY AREA 610 4TH ST SAN RAFAEL CA 94901 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL & EDUCATION PROGRAMS. 5000 UNCHAINED PO BOX 441 SOQUEL CA 95073 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. SOCIAL & EDUCATIONAL PROGRAMS. 5000 VALLEY CHURCHES UNITED PO BOX 367 BEN LOMOND CA 95005 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 VISTA CENTER FOR THE BLIND PO BOX 61030 PALO ALTO CA 943066030 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. SOCIAL SERVICES. 10000 VOLUNTEER CENTER OF SANTA CRUZ COUNTY 1740 17TH AVENUE SANTA CRUZ CA 95062 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 ZACCHO DANCE THEATRE 1777 YOSEMITE AVENUE SAN FRANCISCO CA 94124 NONE PUBLIC EXEMPT ORGANI GENERAL OPERATING EXPENSES. PERFORMING ARTS PROGRAMS. 5000 337000 0 14 256271 14 82720 14 227369 0 566360 0 566360 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 251 0 0 251 CHARLES SCHWAB PORTFOLIO FMV 591748 1087203 SCHARF INVESTMENT FMV 3102314 4535999 NIA-GREEN ALPHA FMV 436002 716437 NOTES RECEIVABLE AT COST 2535000 2535000 LEGAL FEE 5980 5080 0 1900 BANK FEE 10 0 0 10 DUES 891 0 0 891 OFFICE SUPPLIES 108 0 0 108 SUBSCRIPTION 2201 0 0 2201 PENALTY 344 0 0 0 FILLING FEE AND LICENSE FEE 65 0 0 65 401K PAYABLE 0 417 INVESTMENT ADVISOR FEES 47498 47498 0 0 FEDERAL EXCISE TAXES 7656 7656 0 0 FOREIGN TAX PAID 2436 2436 0 0 PAYROLL TAXES 4000 800 0 3200