Henry T Nicholas Iii Foundation

ALISO VIEJO, CA EIN: 20-7201390

Henry T Nicholas Iii Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALISO VIEJO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $589.1M in total assets. In 2024, it awarded 1 grants totaling $6.5M. Net investment income was $7.4M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$589.1M

+88.8% YoY

Annual Giving

$6.5M

-9.9% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$6.5M

-9.9% YoY

About Henry T Nicholas Iii Foundation

Based on IRS filings

Henry T Nicholas Iii Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALISO VIEJO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $589.1M in total assets. In 2024, it awarded 1 grants totaling $6.5M. Net investment income was $7.4M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Newport BeachSanta Ana

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10M$20M$30M$40M20202021202220232024
Metric202420232022
Total Assets$589,072,334$312,050,328$192,583,799
Revenue$7,444,135$5,098,078$8,994,260
Expenses$10,515,924$9,102,989$6,559,064
Qualifying Distributions$6,520,557$7,221,181$7,123,415
Net Investment Income$7,392,269$5,543,945$8,477,822
Distributable Amount$20,878,702$11,975,547$9,262,055

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$5M$7M1 grants20201 grants20212 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

HENRY T NICHOLAS EDUCATI…$6.5M

Grant Size Distribution

6 grants across all recorded years

<$50K1$50–100K$100–250K$250–500K$500K–1M2$1–5M3$5M+

Open Grants

2 open opportunities from Henry T Nicholas Iii Foundation

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
HENRY T NICHOLAS IIITRUSTEE3

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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