2026-03-13T16:55:48-05:00 2025-12-31 770546629 ISABEL CHIU & CO LLP 838 N HILLVIEW DRIVE MILPITAS CA 95035 990PF 2025-06-01 770444787 THE NICHOLSON FAMILY FOUNDATION NICH 8316622550 120-4TH ST PMB 2775 PETALUMA CA 94953 KELSEY NICHOLSON OFFICER 8316622550 2026-03-04 1 ISABEL CHIU CPA P00185602 4089429689 2025 2025-03-06 01:10:19Z X 9016013 X X 149495 149495 45750 45750 225456 2220792 225456 420701 420701 0 29167 10208 0 18959 539 0 0 539 25660 25275 0 385 9653 7868 0 1785 2967 0 0 2965 67986 43351 0 24633 313000 313000 380986 43351 0 337633 39715 377350 0 101512 47294 47294 106811 79604 79604 6665064 6788589 8889115 6873387 6915487 9016013 417 2802 417 2802 X 6872970 6912685 6872970 6912685 6873387 6915487 6872970 39715 0 6912685 0 6912685 NIA (DETAIL AVAILABLE UPON REQUEST) P 2025-12-31 116374 71428 44946 44946 SCHARF PORTFOLIO (DETAIL AVAILABLE UPON REQUEST) P 2025-12-31 2027496 1923908 103588 103588 CAPITAL GAINS DIVIDENDS P 76922 76922 76922 225456 5245 0 5245 0 5245 0 0 0 0 0 123 5368 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 29167 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 $25,000 WENT TOWARDS OPERATIONAL SUPPORT FOR GEORGE MARK CHILDREN'S HOUSE; A FREESTANDING PEDIATRIC HOSPICE AND PALLIATIVE CARE FACILITY FOR CHILDREN AND THEIR FAMILIES. 25000 TIDES CENTER: OASIS FOR GIRL - THE SECOND 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 ARTOGETHER - THE THIRD INSTALLMENT OF MULTI-YEAR GRANT. THEY PROVIDE ART PROGRAMS THAT FOSTER COMPASSIONATE COMMUNITIES WHERE REFUGEES AND IMMIGRANTS CAN FLOURISH. 10000 FIRST GRADUATE - THE FIRST INSTALLMENT OF AN EDUCATION FOCUSED MULTI-YEAR GRANT. THEY DEDICATED TO SUPPORTING, EMPOWERING, AND ENABLING FIRST-GENERATION COLLEGE STUDENTS TO GRADUATE FROM COLLEGE. THEY HELP STUDENTS BECOME THE FIRST IN THEIR FAMILIES TO GRADUATE FROM COLLEGE READY TO PURSUE CAREERS THAT ARE MEANINGFUL TO THEM. 10000 N/A 0 0 6433629 201290 2535000 9169919 0 0 9169919 137549 9032370 264784 264784 5245 5245 259539 0 259539 0 259539 337633 0 337633 259539 56647 0 0 337633 56647 0 0 259539 21447 0 0 21447 0 0 0 0 0 0 0 21447 21447 KELSEY NICHOLSON KELSEY NICHOLSON 6691 MORO STREET PETALUMA CA 94954 5106533117 CONTACT KELSEY NICHOLSON FOR DETAIL INFORMATION (510)653-3117 N/A N/A ALA COSTA CENTERS 1300 ROSE STREET BERKELEY CA 94702 NONE PF GENERAL OPERATING EXPENSES. SOCIAL & EDUCATION PROGRAMS. 5000 ANIMAL ASSISTED HAPPINESS INC 1030 E EL CAMINO REAL 279 SUNNYVALE CA 94087 NONE PF GENERAL OPERATING EXPENSES. SOCIAL & EDUCATION PROGRAMS. 5000 ARTOGETHER 1200 HARRISON STREET OAKLAND CA 94612 NONE PF GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. ARTS & EDUCATION PROGRAMS. 10000 ASPIRE EDUCATION 101 BROADWAY OAKLAND CA 94607 NONE PF GENERAL OPERATING EXPENSES. EDUCATION PROGRAMS. 5000 BE A MENTOR INC 22693 HESPERIAN BLVD 170 HAYWARD CA 94541 NONE PF GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. EDUCATION PROGRAMS. 10000 BERKELEY ART CENTER 1275 WALNUT ST BERKELEY CA 94709 NONE PF GENERAL OPERATING EXPENSES. ARTS & EDUCATIONAL SUPPORT. 10000 CABRILLO FESTIVAL OF CONTEMPORARY MUSIC 147 SOUTH RIVER ST STE 232 SANTA CRUZ CA 95060 NONE PF GENERAL OPERATING EXPENSES. PREFORMING ARTS PROGRAMS. 5000 CAMPING UNLIMITED 102 BROOK LANE BOULDER CREEK CA 95006 NONE PF GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. SOCIAL ENRICHMENT FOR DISABLED YOUTH. 10000 CHILDREN RISING 2633 TELEGRAPH AVE APT 412 OAKLAND CA 94612 NONE PF GENERAL OPERATING EXPENSES. ENVIRONMENTAL EDUCATION PROGRAMS. 5000 CITY SURF PROJECT 400 TREAT AVE STE G SAN FRANCISCO CA 94110 NONE PF GENERAL OPERATING EXPENSES. SOCIAL & EDUCATION PROGRAMS. 5000 COASTAL WATERSHED COUNCIL 107 DAKOTA AVE STE 4 SANTA CRUZ CA 95060 NONE PF GENERAL OPERATING EXPENSES. SOCIAL & EDUCATION PROGRAMS. 5000 ELEVATE TUTORING PO BOX 4439 MOUNTAIN VIEW CA 94040 NONE PF GENERAL OPERATING EXPENSES. SOCIAL & EDUCATION PROGRAMS. 5000 FARM DISCOVERY AT LIVE EARTH 172 LITCHFIELD LN WATSONVILLE CA 95076 NONE PF GENERAL OPERATING EXPENSES. SOCIAL & EDUCATIONAL OUTDOOR PROGRAMS. 5000 FIRST GRADUATE 2973 16TH STREET STE 400 SAN FRANCISCO CA 94103 NONE PF GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. EDUCATION. 10000 FOODWHAT INC 1156 HIGH STREET SANTA CRUZ CA 95064 NONE PF GENERAL OPERATING EXPENSES. YOUTH LEADERSHIP AND FOOD JUSTICE PROGRAM. 5000 GEORGE MARK CHILDREN'S HOUSE 2121 GEORGE MARK LANE SAN LEANDRO CA 94578 NONE PF GENERAL OPERATING EXPENSES. PEDIATRIC HOSPICE. 25000 GIRLVENTURES 119 FILBERT STREET OAKLAND CA 94607 NONE PF GENERAL OPERATING EXPENSES. YOUTH LEADERSHIP OUTDOOR PROGRAMS. 5000 GOLDEN GATE PERFORMING ARTS 170 VALENCIA STREET SAN FRANCISCO CA 94103 NONE PF GENERAL OPERATING EXPENSES. PREFORMING ARTS PROGRAMS. 5000 HACK THE HOOD 2323 BROADWAY OAKLAND CA 94612 NONE PF GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. ARTS & EDUCATION PROGRAMS. 10000 HIGH FIVES FOUNDATION 10775 PIONEER TRAIL SUITE 108 TRUCKEE CA 96161 NONE PF GENERAL OPERATING EXPENSES. SOCIAL & EDUCATIONAL PROGRAMS. 2000 HOSPICE OF SANTA CRUZ 940 DISC DRIVE SCOTTS VALLEY CA 95066 NONE PF GENERAL OPERATING EXPENSES. SOCIAL & EDUCATIONAL PROGRAMS. 10000 INDEPENDENT ARTS & MEDIA 2830 20TH ST SAN FRANCISCO CA 94110 NONE PF FISCAL SPONSOR FOR CUSHION WORKS. DISCRETIONARY FUNDS. ARTS PROGRAMMING. 1000 JUDICIAL DISTRICT VII CASA PROGRAM 490 MEMORIAL DRIVE SUITE B1 IDAHO FALLS ID 83402 NONE PF GENERAL OPERATING EXPENSES. DISCRETIONARY FUNDS. COMMUNITY PROGRAMS. 5000 KALA ART INSTITUTE 1060 HEINZ AVE BERKELEY CA 94710 NONE PF GENERAL OPERATING EXPENSES. ARTS & EDUCATIONAL SUPPORT. 5000 LOVED TWICE 5627 TELEGRAPH AVE STE 375 OAKLAND CA 94609 NONE PF GENERAL OPERATING EXPENSES. SOCIAL SERVICES. 5000 MISSION BIT 101A CLAY STREET 121 SAN FRANCISCO CA 94111 NONE PF GENERAL OPERATING EXPENSES. EDUCATIONAL SUPPORT. 5000 NEW LIFE CENTER 415 N LITCHFIELD RD GOODYEAR AZ 85338 NONE PF GENERAL OPERATING EXPENSES. DISCRETIONARY FUNDS. COMMUNITY PROGRAMS. 5000 PAJARO VALLEY LOAVES AND FISHES 150 2ND STREET WATSONVILLE CA 95076 NONE PF GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 PERFORMING ARTS WORKSHOP 768 DELANO AVE SAN FRANCISCO CA 94112 NONE PF GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. PERFORMING ARTS PROGRAMS. 10000 PIEDMONT COMMUNITY CHURCH 400 HIGHLAND AVE PIEDMONT CA 94611 NONE PF GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 PRESCOTT CIRCUS THEATRE 1675 7TH ST 24925 OAKLAND CA 94615 NONE PF GENERAL OPERATING EXPENSES. YOUTH THEATER & ENRICHMENT PROGRAMS. 5000 PROJECT COMMOTION 2095 HARRISON STREET SAN FRANCISCO CA 94110 NONE PF GENERAL OPERATING EXPENSES. YOUTH MOVEMENT & ENRICHMENT PROGRAMS. 5000 SAN FRANCISCO MIME TROUPE 855 TREAT AVE SAN FRANCISCO CA 94110 NONE PF GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. ARTS & EDUCATION PROGRAMS. 10000 SAN FRANCISCO YOUTH THEATRE 1446 MARKET STREET SAN FRANCISCO CA 94102 NONE PF GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. PERFORMING ARTS PROGRAMS. 10000 SANTA CRUZ MUSEUM OF ART & HISTORY 705 FRONT ST SANTA CRUZ CA 95060 NONE PF GENERAL OPERATING EXPENSES. ARTS & EDUCATION PROGRAMS. 5000 SECOND HARVEST FOOD BANK PO BOX 990 WATSONVILLE CA 95077 NONE PF GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 SKILLS OF LIFE CAFE PO BOX 321 CAPITOLA CA 95010 NONE PF GENERAL OPERATING EXPENSES. SOCIAL & EDUCATIONAL PROGRAMS. 5000 SURVIVORS HEALING CENTER 104 WALNUT AVE SUITE 201 SANTA CRUZ CA 95060 NONE PF GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. SOCIAL SERVICES. 10000 SUSTAINABILITY AND COMMUNITY HEALTH INITIATIVE 770 BLANCHARD WAY SUNNYVALE CA 94087 NONE PF GENERAL OPERATING EXPENSES. SOCIAL & EDUCATIONAL PROGRAMS. KIDS IN NUTRITION. 5000 TEEN KITCHEN PROJECT PO BOX 1853 SOQUEL CA 95073 NONE PF GENERAL OPERATING EXPENSES. SOCIAL & EDUCATIONAL PROGRAMS. 5000 THE REACH FOUNDATION 3790 EL CAMINO REAL 624 PALO ALTO CA 94306 NONE PF GENERAL OPERATING EXPENSES. SOCIAL & EDUCATIONAL PROGRAMS. 5000 TIDES CENTER FIRST EXPOSURES 1012 TORNEY AVENUE SAN FRANCISCO CA 94129 NONE PF FIRST EXPOSURES MULTI-YEAR GRANT. YOUTH SOCIAL & ARTS LEADERSHIP PROGRAMS. 10000 ULTIMATE IMPACT 1025 YERBA BUENA AVE A OAKLAND CA 94608 NONE PF GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. YOUTH LEADERSHIP. 10000 VALLEY CHURCHES UNITED PO BOX 367 BEN LOMOND CA 95005 NONE PF GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 VISTA CENTER FOR THE BLIND PO BOX 61030 PALO ALTO CA 94306 NONE PF GENERAL OPERATING EXPENSES. MULTI-YEAR GRANT. SOCIAL SERVICES. 10000 VOLUNTEER CENTER OF SANTA CRUZ COUNTY 1740 17TH AVENUE SANTA CRUZ CA 95062 NONE PF GENERAL OPERATING EXPENSES. HOLIDAY DONATIONS. 2000 YOUNG AUDIENCES OF NORTHERN CALIFORNIA 57 POST STREET SUITE 511 SAN FRANCISCO CA 94104 NONE PF GENERAL OPERATING EXPENSES. ARTS & EDUCATIONAL SUPPORT. 5000 YOUNG STEAMERS 39116 FREMONT HUB 1109 FREMONT CA 94538 NONE PF GENERAL OPERATING EXPENSES. EDUCATIONAL SUPPORT. 5000 ZACCHO DANCE THEATRE 1777 YOSEMITE AVENUE SAN FRANCISCO CA 94124 NONE PF GENERAL OPERATING EXPENSES. PERFORMING ARTS PROGRAMS. 5000 313000 0 14 149495 14 45750 14 225456 0 420701 0 420701 0 0 0 0 0 0 0 0 0 0 CHARLES SCHWAB PORTFOLIO FMV 678252 1239657 SCHARF INVESTMENT FMV 3074122 4371266 NIA-GREEN ALPHA FMV 501215 743192 NOTES RECEIVABLE AT COST 2535000 2535000 BANK FEE 30 0 0 30 OFFICE EXPENSES 436 0 0 436 OFFICE SUPPLIES 57 0 0 55 SUBSCRIPTION 1046 0 0 1046 MEAL 216 0 0 216 FILLING FEE AND LICENSE FEE 100 0 0 100 WEBSITE 318 0 0 318 AUTO EXPENSE 14 0 0 14 INSURANCE 750 0 0 750 401K PAYABLE 417 2292 CREDIT CARD BALANCE 0 215 OTHER PAYABLE 0 295 INVESTMENT ADVISOR FEES 25275 25275 0 0 PAYROLL SERVICE FEE 385 0 0 385 FEDERAL EXCISE TAXES 6259 6259 0 0 FOREIGN TAX PAID 1163 1163 0 0 PAYROLL TAXES 2231 446 0 1785