STRATEGY STUDIO / PUBLIC DATA EXPLORER

HENRY T NICHOLAS III FOUNDATION

Cite this

Plain text HENRY T NICHOLAS III FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2014–2024. https://strategystudio.org/org/207201390. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). HENRY T NICHOLAS III FOUNDATION [Nonprofit organization profile; tax years 2014–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/207201390

MLA “HENRY T NICHOLAS III FOUNDATION.” Strategy Studio, tax years 2014–2024, https://strategystudio.org/org/207201390. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2014–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $7.4M · expenses $10.5M · assets $589.1M

EIN
20-7201390
Address
15 ENTERPRISE STE 550, ALISO VIEJO, CA 92656-2656
NTEE code
T22
Subsection
501(c)(3)
Ruling year
2008
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 1 person listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Henry T Nicholas Iii TRUSTEE2014-2024 3 $0 reported 5

People by year

2024 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY T NICHOLAS III TRUSTEE3 $0-$0 $05
2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY T NICHOLAS III TRUSTEE3 $0-$0 $05
2022 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY T NICHOLAS III TRUSTEE3 $0-$0 $05
2021 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY T NICHOLAS III TRUSTEE - HRS DEVOTED AS N0 $0-$0 $05
2020 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY T NICHOLAS III TRUSTEE - HRS DEVOTED AS N0 $0-$0 $05
2019 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY T NICHOLAS III TRUSTEE - HRS DEVOTED AS N0 $0-$0 $05
2018 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY T NICHOLAS III TRUSTEE - HRS DEVOTED AS N0 $0-$0 $05
2017 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY T NICHOLAS III TRUSTEE - HRS DEVOTED AS N0 $0-$0 $05
2016 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY T NICHOLAS III TRUSTEE - HRS DEVOTED AS NEEDED0 $0-$0 $05
2015 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY T NICHOLAS III TRUSTEE - HRS DEVOTED AS NEEDED0 $0-$0 $05
2014 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HENRY T NICHOLAS III TRUSTEE - HRS DEVOTED AS NEEDED0 $0-$0 $05

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 1 grant to organizations · $6.5M
2023 · 1 grant to organizations · $7.2M
2022 · 2 grants to organizations · $6.3M
2021 · 1 grant to organizations · $4.2M

Listed grants add up to $4,172,839; the return's “grants paid” expense line says $5,013,030. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 1 grant to organizations · $3.8M

Listed grants add up to $3,830,067; the return's “grants paid” expense line says $4,342,980. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 1 grant to organizations · $4.0M
2018 · 1 grant to organizations · $4.2M
2017 · 1 grant to organizations · $3.3M
2016 · 1 grant to organizations · $3.1M
2015 · 2 grants to organizations · $2.4M
2014 · 3 grants to organizations · $2.8M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2020 · 1 contributor · $34.0M
#ContributorTypeCity, stateTotalNoncashSource
1 HENRY T NICHOLAS III Organization or other ALISO VIEJO, CA $33,990,450$33,990,450 Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $26.1M
#ContributorTypeCity, stateTotalNoncashSource
1 HENRY T NICHOLAS III Organization or other ALISO VIEJO, CA $26,124,859$26,124,859 Form 990PF Sch. B, 2019 · filing
2018 · 1 contributor · $26.4M
#ContributorTypeCity, stateTotalNoncashSource
1 HENRY T NICHOLAS III Organization or other ALISO VIEJO, CA $26,425,789$26,425,789 Form 990PF Sch. B, 2018 · filing
2017 · 1 contributor · $11.9M
#ContributorTypeCity, stateTotalNoncashSource
1 HENRY T NICHOLAS III Organization or other ALISO VIEJO, CA $11,904,741$11,904,741 Form 990PF Sch. B, 2017 · filing
2016 · 1 contributor · $9.4M
#ContributorTypeCity, stateTotalNoncashSource
1 HENRY T NICHOLAS III Organization or other ALISO VIEJO, CA $9,422,893$9,422,893 Form 990PF Sch. B, 2016 · filing
2015 · 1 contributor · $4.9M
#ContributorTypeCity, stateTotalNoncashSource
1 HENRY T NICHOLAS III Person ALISO VIEJO, CA $4,912,600$4,912,601 Form 990PF Sch. B, 2015 · filing
2014 · 1 contributor · $5.0M
#ContributorTypeCity, stateTotalNoncashSource
1 HENRY T NICHOLAS III Person ALISO VIEJO, CA $5,042,633$5,042,633 Form 990PF Sch. B, 2014 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$7,444,135$10,515,924 $589,072,334$581,018,094 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$5,098,078$9,102,989 $312,050,328$307,654,840 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$8,994,260$6,559,064 $192,583,799$189,944,997 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$4,653,498$6,089,150 $227,703,296$224,592,960 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$35,950,321$4,797,618 $158,620,939$156,499,065 $33,990,450- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$27,631,370$4,911,820 $95,087,792$93,392,598 $26,124,859- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$26,941,734$4,717,923 $54,416,424$53,506,885 $26,425,789- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$12,181,215$3,558,159 $33,039,267$32,585,077 $11,904,741- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$9,662,888$3,278,555 $24,518,356$24,301,157 $9,423,626- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$5,081,658$2,508,683 $16,548,156$16,465,316 $4,912,600- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$6,415,877$2,852,009 $13,793,770$13,679,654 $5,042,633- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
IROH FOUNDATIONCAT22 $5,121,786$854,127 DIRECTOR, TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
TOMKAT FOUNDATIONCAT22 $5,535,246$5,236,946 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
I-RISE FOUNDATIONCAT22 $5,355,298$213,284 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
HUNEEUS FOUNDATIONCAT22 $5,671,608$3,874,268 ADMINISTRATOR$211,605 Same NTEE code T22, revenue within 2x, same state
WHH FOUNDATIONCAT22 $11,426,815$9,155,199 EXECUTIVE DIRECTOR$212,930 Same NTEE code T22, revenue within 2x, same state
SHP FOUNDATIONCAT22 $12,827,460$5,569,199 SECRETARY, DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
THOMAS FAMILY FOUNDATIONCAT22 $7,779,975$1,411,376 PRESIDENT & CHAIRMAN OF THE BO$0 Same NTEE code T22, revenue within 2x, same state
SNAP FOUNDATIONCAT22 $6,626,600$7,833,354 Executive Director$350,248 Same NTEE code T22, revenue within 2x, same state
SCOTT FOUNDATIONCAT22 $9,587,697$1,770,368 CHAIRMAN OF THE BOARD AND$0 Same NTEE code T22, revenue within 2x, same state
QUEST FOUNDATIONCAT22 $10,039,857$8,297,441 EXECUTIVE DIRECTOR, CFO & DIRECTOR$182,924 Same NTEE code T22, revenue within 2x, same state
KEI LIN FOUNDATIONCAT22 $5,760,295$369,047 Trustee$27,000 Same NTEE code T22, revenue within 2x, same state
AUTODESK FOUNDATIONCAT22 $6,730,000$6,690,502 DIRECTOR$40,000 Same NTEE code T22, revenue within 2x, same state
VALHALLA FOUNDATIONCAT22 $14,125,198$123,257,382 BOARD CHAIR$0 Same NTEE code T22, revenue within 2x, same state
PERENCHIO FOUNDATIONCAT22 $10,214,216$56,732,053 CEO$516,827 Same NTEE code T22, revenue within 2x, same state
ELBAZ FAMILY FOUNDATION TRCAT22 $8,950,586$3,877,403 Trustee$0 Same NTEE code T22, revenue within 2x, same state
SHAH HAPPINESS FOUNDATIONCAT22 $11,009,666$877,493 DIRECTOR AND PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
ROBERT DAY FOUNDATIONCAT22 $6,305,925$7,631,435 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
CAPEK FAMILY FOUNDATION INCCAT22 $6,265,279$610,154 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
WILSON FAMILY FOUNDATION INCCAT22 $5,548,246$2,338,410 Chief Executive Officer$0 Same NTEE code T22, revenue within 2x, same state
THE JOE MACPHERSON FOUNDATION INCCAT22 $5,983,715$3,450,465 Pres/CEO/Dir$0 Same NTEE code T22, revenue within 2x, same state
ROSS STORES FOUNDATIONCAT22 $5,354,993$3,699,830 DIR/PRES/CHM$0 Same NTEE code T22, revenue within 2x, same state
PRIEM FAMILY FOUNDATIONCAT22 $10,696,395$31,308,060 DIRECTOR, PRESIDENT, CEO$0 Same NTEE code T22, revenue within 2x, same state
KISCO CARES FOUNDATIONCAT22 $11,797,033$3,306,069 DIRECTOR, PRESIDENT, SECRE$0 Same NTEE code T22, revenue within 2x, same state
THE JOHN C MITHUN FOUNDATIONCAT22 $10,218,347$3,652,222 SECRETARY$15,000 Same NTEE code T22, revenue within 2x, same state
MERKIN FAMILY FOUNDATIONCAT22 $11,222,341$11,269,010 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
GORDON & MARY CAIN FOUNDATION Private foundation$48,943,0692 12022–2024 MARY H CAIN FOUNDATION
THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH Private foundation$33,004,6805 12020–2024 CAYTON-GOLDRICH FAMILY FOUNDATION
SHERWOOD FOUNDATION Private foundation$19,985,2662 12013–2014 REBECCA SUSAN BUFFETT FOUNDATION
KOHLBERG FOUNDATION INC Private foundation$16,000,0002 12017–2017 KISCO CARES FOUNDATION
WILLAMETTA K DAY FOUNDATION Private foundation$15,000,0006 12020–2024 ROBERT DAY FOUNDATION
NEWTON AND ROCHELLE BECKERCHARITABLE TRUST Private foundation$3,800,0001 12014–2014 NEWTON D & ROCHELLE F BECKER FOUNDATION
GOOD VENTURES FOUNDATION Private foundation$2,500,0002 12022–2024 CRI FOUNDATION INC
HELEN AND WILL WEBSTER FOUNDATION Private foundation$1,710,0005 12020–2024 ELKHORN SLOUGH FOUNDATION
COMMUNITY FOUNDATION SANTA CRUZ COUNTY DAF sponsor$1,569,49816 12011–2024 ELKHORN SLOUGH FOUNDATION
FOUNDATION TO PROMOTE OPEN SOCIETY Private foundation$1,300,0006 12020–2024 EL HIBRI FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,203,29112 22016–2024 ELKHORN SLOUGH FOUNDATION; CFDA FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$1,089,1599 22019–2024 CFDA FOUNDATION INC; ELKHORN SLOUGH FOUNDATION
DEMOCRACY FUND INC Private foundation$860,0005 12019–2024 EL HIBRI FOUNDATION
ASPEN FOUNDATION FOR SPORTS MEDICINE EDUCATION AND RESEARCH Private foundation$618,0001 12016–2016 WHH FOUNDATION
JAMES AND SUSAN HE FOUNDATION Private foundation$613,1802 12021–2021 ZHIYUAN YINING FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $10,515,924 spent · pay $0 · grants $6,495,907 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $6,495,907 61.8%
Taxes $3,945,458 37.5%
Fees: accounting $48,500 0.5%
Other expenses $26,059 0.2%
Total$10,515,924100%

View the filing

2023 · Form 990PF · $9,102,989 spent · pay $0 · grants $7,212,781 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $7,212,781 79.2%
Taxes $1,859,997 20.4%
Fees: accounting $16,000 0.2%
Other expenses $13,851 0.2%
Fees: other professional $360 0.0%
Total$9,102,989100%

View the filing

2022 · Form 990PF · $6,559,064 spent · pay $0 · grants $6,276,024 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $6,276,024 95.7%
Taxes $257,808 3.9%
Fees: accounting $14,000 0.2%
Other expenses $11,001 0.2%
Fees: other professional $231 0.0%
Total$6,559,064100%

View the filing

2021 · Form 990PF · $6,089,150 spent · pay $0 · grants $5,013,030 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $5,013,030 82.3%
Taxes $1,030,637 16.9%
Fees: accounting $35,050 0.6%
Other expenses $9,800 0.2%
Fees: other professional $633 0.0%
Total$6,089,150100%

View the filing

2020 · Form 990PF · $4,797,618 spent · pay $0 · grants $4,342,980 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $4,342,980 90.5%
Taxes $430,955 9.0%
Fees: accounting $18,250 0.4%
Other expenses $4,638 0.1%
Fees: other professional $795 0.0%
Total$4,797,618100%

View the filing

2019 · Form 990PF · $4,911,820 spent · pay $0 · grants $3,987,767 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,987,767 81.2%
Taxes $895,106 18.2%
Fees: accounting $25,500 0.5%
Other expenses $2,746 0.1%
Fees: other professional $701 0.0%
Total$4,911,820100%

View the filing

2018 · Form 990PF · $4,717,923 spent · pay $0 · grants $4,209,895 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $4,209,895 89.2%
Taxes $481,714 10.2%
Fees: accounting $23,300 0.5%
Other expenses $2,153 0.0%
Fees: other professional $861 0.0%
Total$4,717,923100%

View the filing

2017 · Form 990PF · $3,558,159 spent · pay $0 · grants $3,273,199 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,273,199 92.0%
Taxes $259,610 7.3%
Other expenses $13,745 0.4%
Fees: accounting $9,500 0.3%
Fees: other professional $2,105 0.1%
Total$3,558,159100%

View the filing

2016 · Form 990PF · $3,278,555 spent · pay $0 · grants $3,105,540 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,105,540 94.7%
Taxes $130,950 4.0%
Other expenses $23,795 0.7%
Fees: accounting $15,200 0.5%
Fees: other professional $3,070 0.1%
Total$3,278,555100%

View the filing

2015 · Form 990PF · $2,508,683 spent · pay $0 · grants $2,420,752 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,420,752 96.5%
Taxes $55,627 2.2%
Fees: accounting $22,500 0.9%
Fees: other professional $6,622 0.3%
Other expenses $3,182 0.1%
Total$2,508,683100%

View the filing

2014 · Form 990PF · $2,852,009 spent · pay $0 · grants $2,770,713 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,770,713 97.1%
Taxes $64,310 2.3%
Fees: other professional $8,633 0.3%
Fees: accounting $4,500 0.2%
Other expenses $3,852 0.1%
Depreciation and depletion $1 0.0%
Total$2,852,009100%

View the filing