TOM AND BRENDA NASH FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TOM AND BRENDA NASH FOUNDATION INC (EIN 56-1923903)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-09
IRS object ID
202401309349103110
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-09T16:06:50-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN825224924PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LNK ACCOUNTING SOLUTIONS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1202 PARK VALLEY LNAddressLine1Txt
CityCARYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27519ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN561923903EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TOM AND BRENDA NASH FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTOMABusinessNameControlTxt
Phone8282151228PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2870AddressLine1Txt
CityASHEVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28802ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS E NASH IIIPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Signature2024-04-30SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMASPersonFirstNm
Person LastNASH IIIPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELIZABETH KIMPreparerPersonNm
PTINP02263428PTIN
Phone8284488032PhoneNum
Preparation2024-04-30PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,413,977FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$655InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$655InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$655InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$12,980DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,980DividendsNetInvstIncmAmt
Dividends Adj Net Incm$12,980DividendsAdjNetIncmAmt
Total Rev And Expnss$13,635TotalRevAndExpnssAmt
Total Net Invst Incm$13,635TotalNetInvstIncmAmt
Total Adj Net Incm$13,635TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$36,365ExcessRevenueOverExpensesAmt
Net Investment Income$13,635NetInvestmentIncomeAmt
Adjusted Net Income$13,635AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$191,174CashBOYAmt
Cash EOY$105,269CashEOYAmt
Cash EOYFMV$105,270CashEOYFMVAmt
Corporate Stock BOY$450,228CorporateStockBOYAmt
Corporate Stock EOY$499,768CorporateStockEOYAmt
Corporate Stock EOYFMV$1,308,707CorporateStockEOYFMVAmt
Total Assets BOY$641,402TotalAssetsBOYAmt
Total Assets EOY$605,037TotalAssetsEOYAmt
Total Assets EOYFMV$1,413,977TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$641,402NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$605,037NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$641,402TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$605,037TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$641,402TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$605,037TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$641,402TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$36,365ExcessRevenueOverExpensesAmt
Subtotal$605,037SubtotalAmt
Tot Net Ast Or Fund Balances EOY$605,037TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$190InvestmentIncomeExciseTaxAmt
Subtotal$190SubtotalAmt
Tax Based On Investment Income$190TaxBasedOnInvestmentIncomeAmt
Tax Due$190TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRIAN COURCELLEIndividualWithBooksNm
Phone8282151228PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2870AddressLine1Txt
CityASHEVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28802ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRENDA G NASH
PO BOX 2870ASHEVILLENC28802CHAIRPERSON1.00$0$0$0
THOMAS E NASH III
PO BOX 2870ASHEVILLENC28802SECRETARY/TR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,210,907AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$126,336AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,337,243TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,337,243AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,059CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,317,184NetVlNoncharitableAssetsAmt
Minimum Investment Return$65,859MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$65,859MinimumInvestmentReturnAmt
Tax Based On Investment Income$190TaxBasedOnInvestmentIncomeAmt
Total Tax$190TotalTaxAmt
Distributable Before Adj$65,669DistributableBeforeAdjAmt
Distributable Before Ded$65,669DistributableBeforeDedAmt
Distributable As Adjusted$65,669DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,000ExpensesAndContributionsAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$65,669DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$359,203ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,031,560ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$200,348ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,591,111TotalExcessDistributionCyovAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt
Applied To Current Year$50,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$15,669ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$15,669ExcessDistributionCyovAppCYAmt
Total Corpus$1,575,442TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,575,442ExcessDistriCyovToNextYrAmt
Excess From Year4$343,534ExcessFromYear4Amt
Excess From Year3$1,031,560ExcessFromYear3Amt
Excess From Year1$200,348ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBRENDA G NASHContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBRENDA G NASHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15 ARBORETUM RDAddressLine1Txt
CityASHEVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28803ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8282151228RecipientPhoneNum
Recipient Email AddressBRIAN@NASHINVESTMENTS.COMRecipientEmailAddressTxt
Form And Info And MaterialsNONEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1TRINITY EPISCOPAL CHURCHBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line160 CHURCH STAddressLine1Txt
CityASHEVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28801ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeGENERAL SUPPORTGrantOrContributionPurposeTxt
Amt$50,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$655RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,980RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,635RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,635TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC. STOCK$46,410$140,930
AMAZON INC. STOCK$41,640$127,630
APPLE INC. STOCK$40,099$189,642
BERKSHIRE HATHAWAY INC. STOCK$82,281$414,796
CARRYOVER BASIS KO AND MO$21,445
COCA-COLA COMPANY STOCK$218,353$374,791
MICROSOFT CORP. STOCK$49,540$60,918

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.