Helen J And Thomas Nelson Urban Sr Charitable Foundation Iv

Urban Theodore S Ttee

Orinda, CA
Tax-exempt since Nov. 1996
EIN: 42-1441832

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$106k (2024)

Expenses

$80.7k (2024)

Total Assets

$1.15M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$106,180

Expenses

$80,653

Net Income

$25,527

Net Assets

$1,154,068

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,359	42.7%
Sales of Assets	$60,821	57.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,416	67.5%
Compensation of Officers*	$13,500	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,154,068
Total Liabilities	$0
Net Assets	$1,154,068

Compensation

Key Employees and Officers	Compensation	Other
Aundra E Urban (Trustee)	$13,500	$0
Theodore Steven Urban (Trustee)	$0	$0
Tao Bernardus Urban (Trustee)	$0	$0
Ian Nelson Urban (Trustee)	$0	$0

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990-PF

Filed on Jan. 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2023

Revenue

$186,210

Expenses

$80,011

Net Income

$106,199

Net Assets

$1,128,541

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,516	10.5%
Sales of Assets	$166,694	89.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,480	68.1%
Compensation of Officers*	$13,000	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,128,541
Total Liabilities	$0
Net Assets	$1,128,541

Compensation

Key Employees and Officers	Compensation	Other
Aundra E Urban (Trustee)	$13,000	$0
Theodore Steven Urban (Trustee)	$0	$0
Tao Bernardus Urban (Trustee)	$0	$0
Ian Nelson Urban (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2022

Revenue

$81,220

Expenses

$82,443

Net Income

-$1,223

Net Assets

$1,022,342

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,634	15.6%
Sales of Assets	$68,586	84.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,208	67.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,022,342
Total Liabilities	$0
Net Assets	$1,022,342

Compensation

Key Employees and Officers	Compensation	Other
Theodore Steven Urban (Trustee)	$0	$0
Tao Bernardus Urban (Trustee)	$0	$0
Ian Nelson Urban (Trustee)	$0	$0
Aundra E Urban (Trustee)	$0	$0

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990-PF

Filed on Nov. 2, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$77,379

Expenses

$84,927

Net Income

-$7,548

Net Assets

$1,023,564

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,024	34.9%
Sales of Assets	$50,355	65.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,517	78.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,023,565
Total Liabilities	$1
Net Assets	$1,023,564

Compensation

Key Employees and Officers	Compensation	Other
Theodore Steven Urban (Trustee)	$0	$0
Tao Bernardus Urban (Trustee)	$0	$0
Ian Nelson Urban (Trustee)	$0	$0
Aundra E Urban (Trustee)	$0	$0

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990-PF

Filed on Sept. 24, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

Revenue

$122,211

Expenses

$96,735

Net Income

$25,476

Net Assets

$1,031,112

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,909	22.0%
Sales of Assets	$95,302	78.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,450	81.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,031,113
Total Liabilities	$1
Net Assets	$1,031,112

Compensation

Key Employees and Officers	Compensation	Other
Theodore Steven Urban (Trustee)	$0	$0
Tao Bernardus Urban (Trustee)	$0	$0
Ian Nelson Urban (Trustee)	$0	$0
Aundra E Urban (Trustee)	$0	$0

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990-PF

Filed on Sept. 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

Revenue

$154,949

Expenses

$94,337

Net Income

$60,612

Net Assets

$1,005,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,223	40.2%
Sales of Assets	$92,726	59.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,950	81.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,012,137
Total Liabilities	$6,500
Net Assets	$1,005,637

Compensation

Key Employees and Officers	Compensation	Other
Theodore Steven Urban (Trustee)	$0	$0
Tao Bernardus Urban (Trustee)	$0	$0
Ian Nelson Urban (Trustee)	$0	$0
Aundra E Urban (Trustee)	$0	$0

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990-PF

Filed on Sept. 23, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$86,838

Expenses

$85,819

Net Income

$1,019

Net Assets

$945,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,207	33.6%
Sales of Assets	$57,631	66.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,725	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$980,525
Total Liabilities	$35,500
Net Assets	$945,025

Compensation

Key Employees and Officers	Compensation	Other
Theodore Steven Urban (Trustee)	$0	$0
Tao Bernardus Urban (Trustee)	$0	$0
Ian Nelson Urban (Trustee)	$0	$0
Aundra E Urban (Trustee)	$0	$0

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990-PF

Filed on June 17, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$71,111

Expenses

$83,258

Net Income

-$12,147

Net Assets

$944,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$46,115	64.8%
Sales of Assets	$24,995	35.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,733	85.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$979,506
Total Liabilities	$35,500
Net Assets	$944,006

Compensation

Key Employees and Officers	Compensation	Other
Theodore Steven Urban (Trustee)	$0	$0
Tao Bernardus Urban (Trustee)	$0	$0
Ian Nelson Urban (Trustee)	$0	$0
Aundra E Urban (Trustee)	$0	$0

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990-PF

Filed on Oct. 17, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$77,546

Expenses

$86,432

Net Income

-$8,886

Net Assets

$956,153

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$47,697	61.5%
Sales of Assets	$29,847	38.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,175	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$991,653
Total Liabilities	$35,500
Net Assets	$956,153

Compensation

Key Employees and Officers	Compensation	Other
Theodore Steven Urban (Trustee)	$0	$0
Tao Bernardus Urban (Trustee)	$0	$0
Ian Nelson Urban (Trustee)	$0	$0
Aundra E Urban (Trustee)	$0	$0

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990-PF

Filed on Jan. 24, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$109,380

Expenses

$88,792

Net Income

$20,588

Net Assets

$965,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$42,573	38.9%
Sales of Assets	$66,805	61.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,625	85.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,001,039
Total Liabilities	$36,000
Net Assets	$965,039

Compensation

Key Employees and Officers	Compensation	Other
Theodore Steven Urban (Trustee)	$0	$0
Tao Bernardus Urban (Trustee)	$0	$0
Ian Nelson Urban (Trustee)	$0	$0
Aundra E Urban (Trustee)	$0	$0

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990-PF

Filed on Nov. 9, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$58,665

Expenses

$85,133

Net Income

-$26,468

Net Assets

$944,451

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$37,833	64.5%
Sales of Assets	$20,831	35.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,304	83.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$977,951
Total Liabilities	$33,500
Net Assets	$944,451

Compensation

Key Employees and Officers	Compensation	Other
Theodore Steven Urban (Trustee)	$0	$0
Tao Bernardus Urban (Trustee)	$0	$0
Ian Nelson Urban (Trustee)	$0	$0
Aundra E Urban (Trustee)	$0	$0

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990-PF

Filed on Nov. 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$40,387

Expenses

$74,487

Net Income

-$34,100

Net Assets

$970,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$40,381	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,744	84.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$970,419
Total Liabilities	$1
Net Assets	$970,418

990-PF

Filed on Dec. 19, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$63,040

Expenses

$75,867

Net Income

-$12,827

Net Assets

$1,004,518

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$32,333	51.3%
Sales of Assets	$30,698	48.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,519	85.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,004,519
Total Liabilities	$1
Net Assets	$1,004,518

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Helen J And Thomas Nelson Urban Sr Charitable Foundation Iv

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $106k (2024)

Expenses $80.7k (2024)

Total Assets $1.15M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$106k (2024)

Expenses

$80.7k (2024)

Total Assets

$1.15M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002