Nicholas Endowment Tr

Sangster Claudia Ttee

Irvine, CA
Tax-exempt since Feb. 2003
EIN: 46-6117991

Receive an email when new data is available for this organization.

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 / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Revenue

$2.7M (2024)

Expenses

$2.21M (2024)

Total Assets

$44.2M (2024)

Total Liabilities

$127k (2024)

Source: Form 990 tax filings from 2011 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 Dec.
2024

Revenue

$2,697,853

Expenses

$2,211,317

Net Income

$486,536

Net Assets

$44,103,425

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$726,800	26.9%
Sales of Assets	$1,300,201	48.2%
Other Income	$670,852	24.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,085,575	94.3%
Compensation of Officers*	$83,000	3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$44,230,530
Total Liabilities	$127,105
Net Assets	$44,103,425

Compensation

Key Employees and Officers	Compensation	Other
Daniel T Stetson (Trustee And Executive Dire)	$83,000	$0
Claudia Sangster (Trustee And Chair)	$0	$0
Paula Tomei (Trustee)	$0	$0
Robert Feller (Trustee)	$0	$0

+ View more people

990-PF

Filed on Nov. 3, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$2,396,340

Expenses

$2,182,543

Net Income

$213,797

Net Assets

$42,677,191

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$716,669	29.9%
Sales of Assets	$343,307	14.3%
Other Income	$1,336,364	55.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,068,502	94.8%
Compensation of Officers*	$78,621	3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$42,787,117
Total Liabilities	$109,926
Net Assets	$42,677,191

Compensation

Key Employees and Officers	Compensation	Other
Daniel T Stetson (Trustee And Executive Dire)	$78,621	$0
Claudia Sangster (Trustee And Chair)	$0	$0
Paula Tomei (Trustee)	$0	$0
Robert Feller (Trustee)	$0	$0

+ View more people

990-PF

Filed on Nov. 13, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$3,316,507

Expenses

$2,270,727

Net Income

$1,045,780

Net Assets

$40,580,812

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$381	0.0%
Dividends	$694,456	20.9%
Sales of Assets	$364,416	11.0%
Other Income	$2,257,254	68.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,156,899	95.0%
Compensation of Officers*	$73,000	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$40,678,422
Total Liabilities	$97,610
Net Assets	$40,580,812

Compensation

Key Employees and Officers	Compensation	Other
Daniel T Stetson (Trustee And Executive Dire)	$73,000	$0
Claudia Sangster (Trustee And Chair)	$0	$0
Paula Tomei (Trustee)	$0	$0
Robert Feller (Trustee)	$0	$0

+ View more people

990-PF

Filed on Oct. 9, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$3,148,302

Expenses

$2,179,585

Net Income

$968,717

Net Assets

$47,792,232

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33	0.0%
Dividends	$616,107	19.6%
Sales of Assets	$1,925,782	61.2%
Other Income	$606,380	19.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,067,952	94.9%
Compensation of Officers*	$70,000	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$48,039,081
Total Liabilities	$246,849
Net Assets	$47,792,232

Compensation

Key Employees and Officers	Compensation	Other
Daniel T Stetson (Trustee And Executive Dire)	$70,000	$0
Claudia Sangster (Trustee And Chair)	$0	$0
Paula Tomei (Trustee)	$0	$0
Robert Feller (Trustee)	$0	$0

+ View more people

990-PF

Filed on Nov. 9, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$1,176,101

Expenses

$2,071,130

Net Income

-$895,029

Net Assets

$43,690,247

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$317	0.0%
Dividends	$521,922	44.4%
Sales of Assets	$513,744	43.7%
Other Income	$140,118	11.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,957,573	94.5%
Compensation of Officers*	$71,020	3.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$43,855,886
Total Liabilities	$165,639
Net Assets	$43,690,247

Compensation

Key Employees and Officers	Compensation	Other
Daniel T Stetson (Trustee And Executive Dire)	$71,020	$0
Claudia Sangster (Trustee And Chair)	$0	$0
Paula Tomei (Trustee)	$0	$0
Robert Feller (Trustee)	$0	$0

+ View more people

990-PF

Filed on Nov. 7, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$4,039,909

Expenses

$2,130,965

Net Income

$1,908,944

Net Assets

$40,763,563

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,418	0.0%
Dividends	$743,104	18.4%
Sales of Assets	$3,047,861	75.4%
Other Income	$247,526	6.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,016,562	94.6%
Compensation of Officers*	$62,288	2.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$40,854,392
Total Liabilities	$90,829
Net Assets	$40,763,563

Compensation

Key Employees and Officers	Compensation	Other
Daniel T Stetson (Trustee And Executive Dire)	$62,288	$0
Claudia Sangster (Trustee And Chair)	$0	$0
Paula Tomei (Trustee)	$0	$0
Robert Feller (Trustee)	$0	$0

+ View more people

990-PF

Filed on Nov. 17, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$2,152,523

Expenses

$1,978,022

Net Income

$174,501

Net Assets

$35,888,657

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,120	0.1%
Dividends	$784,704	36.5%
Sales of Assets	$1,233,887	57.3%
Other Income	$132,812	6.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,862,892	94.2%
Compensation of Officers*	$59,000	3.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$35,956,417
Total Liabilities	$67,760
Net Assets	$35,888,657

Compensation

Key Employees and Officers	Compensation	Other
Daniel T Stetson (Trustee And Executive Dire)	$59,000	$0
Claudia Sangster (Trustee And Chair)	$0	$0
Paula Tomei (Trustee)	$0	$0
Robert Feller (Trustee)	$0	$0

+ View more people

990-PF

Filed on Nov. 8, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$2,041,474

Expenses

$1,762,942

Net Income

$278,532

Net Assets

$40,233,626

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$404	0.0%
Dividends	$890,473	43.6%
Sales of Assets	$911,317	44.6%
Other Income	$239,280	11.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,651,006	93.7%
Compensation of Officers*	$48,000	2.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$40,377,943
Total Liabilities	$144,317
Net Assets	$40,233,626

Compensation

Key Employees and Officers	Compensation	Other
Daniel T Stetson (Trustee And Executive Director)	$48,000	$0
Claudia Sangster (Trustee And Chair)	$0	$0
Paula Tomei (Trustee)	$0	$0
Robert Feller (Trustee)	$0	$0

+ View more people

990-PF

Filed on Nov. 13, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$838,829

Expenses

$1,655,309

Net Income

-$816,480

Net Assets

$36,224,606

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$575,024	68.6%
Sales of Assets	-$146,847
Other Income	$410,652	49.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,530,267	92.4%
Compensation of Officers*	$44,000	2.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$36,291,235
Total Liabilities	$66,629
Net Assets	$36,224,606

Compensation

Key Employees and Officers	Compensation	Other
Daniel T Stetson (Trustee And Executive Director)	$44,000	$0
Claudia Sangster (Trustee And Chair)	$0	$0
Paula Tomei (Trustee)	$0	$0
Robert Feller (Trustee)	$0	$0

+ View more people

990-PF

Filed on Nov. 15, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$3,051,229

Expenses

$1,679,598

Net Income

$1,371,631

Net Assets

$35,883,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$707,268	23.2%
Sales of Assets	$2,195,922	72.0%
Other Income	$148,039	4.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,548,590	92.2%
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	$36,000,028
Total Liabilities	$116,761
Net Assets	$35,883,267

Compensation

Key Employees and Officers	Compensation	Other
Anne Olin (Executive Director)	$40,205	$0
Daniel T Stetson (Treasurer)	$0	$0
Claudia Sangster (Trustee And Chair)	$0	$0
Paula Tomei (Trustee)	$0	$0
Robert Feller (Trustee)	$0	$0

+ View more people

990-PF

Filed on Nov. 15, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$2,215,673

Expenses

$1,782,730

Net Income

$432,943

Net Assets

$39,309,243

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,639,428	74.0%
Sales of Assets	$590,751	26.7%
Other Income	-$14,506

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,641,911	92.1%
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	$39,309,243
Total Liabilities	$0
Net Assets	$39,309,243

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$57,954

Expenses

$1,953,914

Net Income

-$1,895,960

Net Assets

$39,005,392

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,791	32.4%
Dividends	$509,374	> 100%
Sales of Assets	$0
Other Income	$36,551	63.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,791,407	91.7%
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	$39,018,207
Total Liabilities	$12,815
Net Assets	$39,005,392

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2012

Revenue

$433,941

Expenses

$1,905,423

Net Income

-$1,471,482

Net Assets

$34,910,210

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22,203	5.1%
Dividends	$804,262	> 100%
Sales of Assets	$0
Other Income	$20,613	4.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,680,260	88.2%
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	$34,923,016
Total Liabilities	$12,806
Net Assets	$34,910,210

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$1,433,605

Expenses

$1,020,342

Net Income

-$2,453,947

Net Assets

$33,184,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,826
Dividends	$457,911
Sales of Assets	$0
Other Income	$32,749

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$802,500	78.7%
Compensation of Officers*	$36,000	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,184,614
Total Liabilities	$1
Net Assets	$33,184,613

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

Nicholas Endowment Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.7M (2024)

Expenses $2.21M (2024)

Total Assets $44.2M (2024)

Total Liabilities $127k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$2.7M (2024)

Expenses

$2.21M (2024)

Total Assets

$44.2M (2024)

Total Liabilities

$127k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002