J N NELSON FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- J N NELSON FAMILY FOUNDATION (EIN 38-3342652)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-24
- IRS object ID
- 202442689349100414
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-24T13:25:48-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383567911 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2330 EAST PARIS AVE SE | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383342652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J N NELSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JNNE | BusinessNameControlTxt |
| Phone | 8106910649 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1780 THATCH PALM DR | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY NELSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8106910649 | PhoneNum |
| Signature | 2024-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E HERT CPA | PreparerPersonNm |
| PTIN | P00066715 | PTIN |
| Phone | 6169754100 | PhoneNum |
| Preparation | 2024-09-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,313,974 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $756,243 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $145,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,967 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $948,526 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,270,034 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $948,526 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,850,736 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,094,493 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,818 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,818 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,701 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,701 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,469 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,469 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $408,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,469 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $350,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,442,267 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,036,024 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $171,712 | CashBOYAmt |
| Cash EOY | $79,366 | CashEOYAmt |
| Cash EOYFMV | $79,366 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,214,650 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,947,106 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,527,359 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $511,473 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $738,880 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $707,249 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,897,835 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,765,352 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,313,974 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,897,835 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,765,352 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,897,835 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,765,352 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,897,835 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,765,352 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,897,835 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,442,267 | ExcessRevenueOverExpensesAmt |
| Other Increases | $498 | OtherIncreasesAmt |
| Subtotal | $5,340,600 | SubtotalAmt |
| Other Decreases | $575,248 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,765,352 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM | P | $184,518 | $199,574 | -$15,056 | -$15,056 |
| LONG TERM | P | $2,072,044 | $1,121,934 | $950,110 | $950,110 |
| CAPITAL GAINS DIVIDENDS | P | $13,472 | $13,472 | $13,472 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $948,526 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,401 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,401 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,393 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,393 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $16 | EsPenaltyAmt |
| Overpayment | $7,976 | OverpaymentAmt |
| Applied To ES Tax | $7,976 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAY NELSON | IndividualWithBooksNm |
| Phone | 8106910649 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1780 THATCH PALM DR | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334327453 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAY N NELSON | ||||||||
| 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| MARILYN S NELSON | ||||||||
| 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| ROBIN N CONTESSA | ||||||||
| 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | TREASURER | 0.50 | $0 | $0 | $0 |
| BONNIE S HASCHKE | ||||||||
| 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DAVID N NELSON | ||||||||
| 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | SECRETARY | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,301,846 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,407,340 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,407,340 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,110 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,311,230 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $315,562 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $315,562 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,401 | TotalTaxAmt |
| Distributable Before Adj | $301,161 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $301,161 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $301,161 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $350,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $350,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $301,161 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $109,274 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $350,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $109,274 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $240,726 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $60,435 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY N NELSON | ContributingManagerNm |
| Contributing Manager | MARILYN S NELSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAY N NELSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1780 THATCH PALM DR | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8106910649 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORMS CAN BE OBTAINED AT THE ADDRESS LISTED ABOVE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITATION ON AWARDS TO BE DETERMINED BY THE FOUNDATION'S BOARD OF DIRECTORS ON AN ANNUAL BASIS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOCO RATON REGIONAL HOSPITAL FOUNDATION | ||||||
| 745 MEADOWS RD | BOCA RATON | FL | 33466 | TAX-EXEMPT | GENERAL OPERATIONS | $200,000 |
| FLINT INSTITUTE OF ART | ||||||
| 1120 E KEARSLEY ST | FLINT | MI | 48503 | UNIVERSITY | GENERAL OPERATIONS | $20,000 |
| FLINT INSTITUTE OF MUSIC | ||||||
| 1026 E KEARSLEY ST | FLINT | MI | 48603 | UNIVERSITY | SPONSOR CONCERT | $12,500 |
| FLINT ROTARY CLUB | ||||||
| 2481 DELWOOD DR | CLIO | MI | 48420 | TAX-EXEMPT | GENERAL OPERATIONS | $2,000 |
| GENESYS HOSPITAL | ||||||
| ONE GENESYS PARKWAY | GRAND BLANC | MI | 48439 | TAX-EXEMPT | GENERAL OPERATIONS | $10,000 |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE ST STE 500 | HILLSDALE | MI | 49242 | UNIVERSITY | GENERAL OPERATIONS | $25,000 |
| HOOVER INSTITUTE | ||||||
| 434 GALVEZ MALL STANDFORD UNIVERSIT | STANFORD | CA | 94305 | UNIVERSITY | GENERAL OPERATIONS | $25,000 |
| LYNN UNIVERSITY | ||||||
| 3601 N MILITARY TRAIL | BOCA RATON | FL | 33431 | UNIVERSITY | CONSERVATORY OF MUSIC | $2,000 |
| NATIONAL SOCIETY OF ARTS AND LETTERS | ||||||
| 7170 PROMENADE DR 701 | BOCA RATON | FL | 33433 | TAX-EXEMPT | GENERAL OPERATIONS | $5,000 |
| OHIO STATE UNIVERSITY | ||||||
| 425 STILLMAN HALL 1947 COLLEGE RD | COLUMBUS | OH | 43210 | UNIVERSITY | MSE DEPT | $12,500 |
| ORDER OF ST JOHN'S OF JERUSALEM | ||||||
| 1771 SABAL PALM | BOCA RATON | FL | 33432 | RELIGIOUS | GENERAL OPERATIONS | $8,500 |
| SALVATION ARMY | ||||||
| 211 W KEARSLEY STREET | FLINT | MI | 48503 | TAX-EXEMPT | GENERAL OPERATIONS | $7,000 |
| SCRIPPS RESEARCH INSTITUTE | ||||||
| 130 SCRIPPS WAY | JUPITER | FL | 33458 | TAX-EXEMPT | GENERAL OPERATIONS | $15,000 |
| BOCA HELPING HANDS | ||||||
| 1500 NW 1ST CT | BOCA RATON | FL | 33432 | TAX-EXEMPT | GENERAL OPERATIONS | $4,500 |
| KNIGHTS OF COLUMBUS 6742 | ||||||
| 1 COLUMBUS PLAZA | NEW HAVEN | CT | 06510 | TAX-EXEMPT | GENERAL OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,967 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $948,526 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,094,493 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,094,493 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JAY N AND MARILYN NELSON | |||||||
| 1 | 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | $617,828 | Yes (X) | |
| BONNIE NELSON HASCHKE | |||||||
| 2 | 4593 BLAKEDALE CIRCLE NE | ROSWELL | GA | 30075 | $10,100 | Yes (X) | |
| JAY N AND MARILYN NELSON | |||||||
| 3 | 1780 THATCH PALM DRIVE | BOCA RATON | FL | 334327453 | $128,315 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCK | NoncashPropertyDesc |
| Fair Market Value | $617,828 | FairMarketValueAmt |
| Received | 2023-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,950 | Amt |
| Net Investment Income | $8,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFC FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FE | $72,170 | $67,648 |
| MFC ISHARES TR FLTG RATE NT ETF | $406,961 | $406,276 |
| MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL | $148,579 | $136,929 |
| MFO DOUBLELINE CORE FIXED INCOME FUND I | $111,170 | $96,396 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAON INC COM | $6,975 | $102,679 |
| ADOBESYS INC COM | $2,959 | $88,894 |
| AIRBNB INC CL A | $40,072 | $48,194 |
| ALPHABET INC CAP | $19,399 | $273,122 |
| AMAZON COM INC COM | $4,191 | $359,186 |
| AMGEN INC COMMON STOCK | $32,015 | $46,947 |
| APPLE INC COM STK | $1,281 | $66,808 |
| BECTON, DICKINSON AND CO, COMMON STOCK | $9,406 | $36,087 |
| BERKSHIRE HATHAWAY INC CL B | $58,124 | $65,982 |
| BLACKROCK INC COM STK | $59,672 | $66,568 |
| BOOKING HLDINGS INC COM | $20,843 | $35,472 |
| BROADCOM INC COM | $25,310 | $99,346 |
| CATERPILLAR INC COMMON STOCK | $21,133 | $45,533 |
| CHEVRON CORP COM | $34,548 | $44,748 |
| CHUBB LTB ORD CHF24.15 | $39,728 | $67,800 |
| COSTCO WHOLESALE CORP NEW COM | $3,970 | $66,668 |
| CVS HEALTH CORP COM | $30,374 | $32,216 |
| EDWARDS LIFESCIENCES CORP COM | $7,948 | $51,164 |
| ELEVANCE HEALTH INC | $3,243 | $316,888 |
| ELI LILLY & CO COM | $40,676 | $49,548 |
| GOLDMAN SACHS GROUP INC COM | $39,605 | $77,154 |
| HOME DEPOT INC COMMON STOCK | $34,467 | $69,310 |
| INTEL CORP COM | $92,651 | $114,520 |
| INTUIT COM | $1,606 | $39,377 |
| JPMORGAN CHASE & CO COM | $24,367 | $39,463 |
| KIMBERLY-CLARK CORP COMMON STOCK | $24,855 | $26,611 |
| MASTERCARD INC CL A | $11,355 | $228,609 |
| MEDTRONIC PLC COMMON STOCK | $58,041 | $52,970 |
| MERCK & CO INC NEW COM | $36,940 | $54,510 |
| MFB NORTHERN EQUITY INDEX FUNDS MID CAP INDEX | $81,753 | $104,931 |
| MFB NORTHERN FUNDS SMALL CAP INDEX FD | $88,390 | $120,208 |
| MFC ETF I SHARES MSCI EAFE | $744,582 | $841,660 |
| MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | $201,786 | $208,640 |
| MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | $101,888 | $105,983 |
| MFC ISHARES INC MSCI I EMERGING MKTS EX CHINA | $492,671 | $485,613 |
| MFC ISHARES TR S&P MIDCAP 400 VALUE ETF | $401,801 | $466,424 |
| MFC SELECT SECTOR SPDR TR ENERGY | $103,389 | $174,890 |
| MFC VANGUARD REAL ESTATE ETF | $18,224 | $42,855 |
| MFO DFA INVESTMENT DIMENSIONS GROUP INC US SMALL CAP | $451,914 | $480,773 |
| MFO NEUBERGER ERMAN EQITY FDS INTL INSTITUTIONAL FD | $162,776 | $134,542 |
| MICROSOFT CORP COM | $4,316 | $69,944 |
| NVIDIA CORP COM | $12,330 | $153,023 |
| PROCTOR & GAMBLE COM NPV | $38,273 | $59,935 |
| SCHWAB CHARLES CORP COMMON STOCK NEW | $104,558 | $120,538 |
| SPDR DOW JONES REIT ETF | $58,687 | $61,767 |
| TRANE TECHNOLOGIES PLC COM | $748 | $116,340 |
| WALMART INC COM | $31,905 | $53,286 |
| ZIMMER BIOMET HLDINGS INC COM | $61,361 | $59,633 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST VS FMV ADJUSTMENT FOR DONATED STOCKS | Desc |
| Amt | $575,248 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Amt | $498 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $44,818 | Amt |
| Net Investment Income | $44,818 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $4,701 | Amt |
| Net Investment Income | $4,701 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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